The SVS Wealth Management Team Story

Fluctuating markets, changing tax laws — today's financial environment is too challenging to rely on a single source of guidance. That's why The SVS Wealth Management Team at Morgan Stanley consists of more than 35 financial professionals, each of whom bring a specific skill set to the service of our clients.

Our collaborative process considers not only your investments, but your total financial portrait — estate planning, debt management, philanthropic planing. In short, the strategic plan we develop for you will encompass both sides of your personal balance sheet and virtually every aspect of your financial life.

The SVS Wealth Management Team employs what we believe to be a radically different approach to wealth management than many of our industry counterparts. We honestly believe that the combination of intellectual capital, hands-on experience and diverse points of view we offer can help you address what matters to you most.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Suite of Services

As wealth grows, so do its complexities, requiring a nuanced approach to effective management. Our experience and relationships enable us to deliver tailored, innovative strategies to address your unique needs. Explore our offering below and discover how we simplify the journey of managing your wealth.
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    Financial Planning
    Financial planning is the cornerstone of our wealth management at The SVS Wealth Management Team. It's a strategic tool that helps our clients articulate and achieve their unique financial goals. By analyzing income, expenses, investments, and incorporating tax and estate planning, we craft personalized strategies that optimize wealth creation and help ensure long-term financial well-being. At its core effective financial planning is the key to a purposeful and successful financial journey
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    Retirement Planning
    One of our key areas of focus is helping you prepare for and thrive in retirement. From IRAs to RMDs, we manage the complexities of your comprehensive retirement plan assets, helping you easily transition to the next phase of your life with security and confidence.
    Retirement Plans 2023 Quick Reference Guide
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    Professional Portfolio Management
    Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes about investing with careful analysis of the financial markets. Working together, we create a customized strategy that applies long-held investment principles to help your assets appreciate appropriately or generate cash-flow or income as you require.
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    Cash Management & Lending Services
    Creating adequate cash flow and securing liquidity are the day-to-day aspects of implementing a financial strategy. We help you meet your personal cash management and borrowing needs, while thinking strategically about how specific approaches may affect current and long-term costs and taxes.
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    Philanthropic Planning
    Your set of Philanthropic objectives is as personal as your vision of a better world. Determining your objectives however, can be challenging when there are so many worthy causes and so many unmet needs.
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    Trust & Estate Planning
    Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset tilting and beneficiary designation requirements, incorporating best practices to help enhance results.
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Awards and Certifications

At The SVS Wealth Management Team, we take pride in our commitment to excellence and our dedication to providing exceptional services. Our team and individual members have been honored with prestigious awards and hold industry-leading certifications, showcasing our expertise and continued pursuit of excellence in wealth management.
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    America's Top Wealth Management Teams - Forbes
    Recognized by Forbes in their 2022-2024 rankings of America's Top Wealth Management Teams. Awarded to groups of experienced wealth managers that have proven track records of success according to SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.

    Source: Forbes.com (Awarded 2022-2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
    Award Disclosures:(https://www.morganstanley.com/disclosures/awards-disclosure.html)
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    Top 250 Private Wealth Management Teams - Barron's
    Recognized in Barron's 2024 Top 250 Private Wealth Management Teams. Teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.

    (Source: Barron's (Awarded May 2024). Data compiled by Barron's based on time period from Jan 2023-Dec 2023. https://mgstn.ly/3WD0yje)
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    Best-In-State Wealth Management Teams - Forbes
    Recognized by Forbes magazine’s 2023-2025 rankings of Best-In-State Wealth management teams. Awarded to groups of experienced wealth managers that have proven track records of success according to SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.

    Disclosure:
    Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
    Award Disclosures:(https://www.morganstanley.com/disclosures/awards-disclosure.html)
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    “Top 1,200 Financial Advisers” State-by-State - Barron's
    Disclosure:
    2017-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)

    Source: Barrons.com (Awarded 2017-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
    Award Disclosures:(https://www.morganstanley.com/disclosures/awards-disclosure.html)
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    Best-In-State Wealth Advisors - Forbes
    Disclosure:
    2021-2025 Forbes Best-In- State Wealth Advisors

    Source: Forbes.com (Awarded 2021-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
    Award Disclosures:(https://www.morganstanley.com/disclosures/awards-disclosure.html)
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    Top Next-Gen Wealth Advisors Best-In-State - Forbes
    Disclosure: 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State

    [Source: Forbes (Awarded August 2024). Data compiled by SHOOK Research based on time period from Mar 2023-Mar 2024.]
    Award Disclosures:
    https://www.morganstanley.com/disclosures/awards-disclosure
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    Best-In-State Women Advisors - Forbes
    Disclosure: 2024 & 2025 Forbes Best-In-State Women Advisors

    Source: Forbes.com (Awarded 2024-2025) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
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    Certified Financial Planner
    The Certified Financial Planning (CFP®) program demonstrates an advisor's dedication to personal financial planning and their expertise in this field. As part of their certification, all CFP® professionals commit to CFP Board's Code of Ethics and Standards of Conduct, which means they commit to work in their clients' best interests at all times when providing financial advice.
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    Chartered Alternative Investment Analyst
    The CAIA designation, sponsored by the CAIA Association, focuses on alternative asset categories, including hedge funds, private equity, commodities and real estate.
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    CERTIFIED PORTFOLIO MANAGER (CPM®)
    The Certified Portfolio Manager (CPM®) designation is a collaboration of the Academy of Certified Portfolio Managers and NYU Stern. The academic component is designed to provide a deeper understanding of fundamental security analysis, asset allocation, and portfolio management concepts for financial services industry professionals managing discretionary portfolios.
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    CERTIFIED EXIT PLANNING ADVISOR
    This CEPA® is a unique credential that allows professional advisors to deeply engage with business owners and help them plan every aspect of their personal finances.
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    Qualified Plan Financial Consultant
    This designation was developed for Financial Advisors with the expertise and knowledge necessary to help clients make informed decisions when it comes to their retirement plans.
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    Chartered retirement planning counselor (CRPC)
    Chartered retirement planning counselor (CRPC) is a professional financial certification that the College for Financial Planning (CFFP) offers. To qualify for the certification, financial professionals must fulfill a series of requirements and pass a qualification exam.
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    Certified Private Wealth Advisor® (CPWA®)
    An advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
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    Chartered Retirement Plans Specialist (CRPS)
    Chartered Retirement Plans Specialist (CRPS) is a credential for those who create, implement and maintain retirement plans for businesses. Unlike most other professional financial planning and advisory professional designations, the CRPS focuses on wholesale and business clients.
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    Certified Divorce Financial Analyst (CDFA™)
    A CDFA™ is trained to provide financial advice on divorce cases and to educate clients on the financial implications of different divorce settlement proposals. The CDFA designation is sponsored by the Institute for Divorce Financial Analysis.

    Certification requires successful completion of exams in the course of study, continuing education in the field and commitment to uphold the Institute’s Code of Ethics and Professional Responsibility.

    Disclaimer:
    The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
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    The Chairman's Club at Morgan Stanley
    Morgan Stanley's Chairman's Club is an elite group composed of the Firm's top Financial Advisors. This appointment recognizes the advisor's consistent creativity and excellence in providing a wide range of investment products and wealth management services to his/her clients.
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    The Century Club at Morgan Stanley
    This accolade recognizes consistent excellence in providing a wide range of investment products and wealth management services to clients like you. It also celebrates leadership in industry best practices of wealth management and a commitment to delivering first-class client service.
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    The Pacesetter's Club at Morgan Stanley
    The Pacesetter's Club is a global recognition program for financial advisors who have demonstrated the highest professional standards and exceptional client service early in their career.

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Need help?

If you are having trouble utilizing the modern wealth management tools at our disposal or just want to learn more about their capabilities, check these guides out.

We also have the new tax tables, the millennial's guide to money, a cybersecurity webinar series, and more. This page will stay up to date with the the latest news and instructional information. If you have more questions, please contact your Financial Advisor.
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    SVS Winter Newsletter
    Check out the latest newsletter from our team.
    Read it Here
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    Digital Capabilities
    Did you recently make the move to Morgan Stanley or have wondered what we can do for you with our digital tools?
    Click Here to Learn More
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    Morgan Stanley Online
    Get on the road to success by signing up for MSO and learn how you can access all your banking needs in one place.
    Register Here
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    Transfers
    Move money between your accounts through MSO.
    Learn More
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    eAuthorizations
    Did you know you can approve transactions online securely? Make life simpler by using this tool.
    Learn More
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    Digital Vault
    Keep everything important to you in one safe and easily accessible spot in the Digital Vault through MSO.
    Learn More
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    Total Wealth View
    By uploading your financial data from outside Morgan Stanley, we can help you see a more complete picture and assess risk like nobody else can. In conjunction with the Aladdin Portfolio Risk Platform, your advisor can manage your complete picture in one simple location.
    Learn More
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    2024 Tax Tables
    This year's tax tables are out! Take a look and see if any of the changes might affect you in the coming tax season.
    View the Tax Tables Here
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    Millennial's Guide to Money
    Young adults and their parents alike will find this useful guide to managing money early on. Avoid common pitfalls and set yourself (or your loved ones) up for success by clicking the link below.
    The Millennial Playbook
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    Cybersecurity
    Hackers lurk the internet looking for a way into your finances. Learn how Morgan Stanley is combating these threats and more in our webinar series.
    View the Series Here
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    A Woman's Guide to Life & Money
    Women face a unique set of financial challenges that are not always easy to navigate. We understand the empowerment of education and guidance when it comes to the rough tides of life. If you are educated, you too can empower others to act in their best interests and become the best version of themselves.

    This guide will aid you whether you need to buy a home, pay for college, work through a divorce, or maybe just give back to a great cause you care about.
    Read it Here

OUR PORTFOLIO MANAGEMENT TEAM

Leveraging the SVS Wealth Management Portfolio Management Team’s institutional background and 76 years* of combined portfolio management experience, we deliver a comprehensive suite of fixed income and equity solutions and services. We offer 20 different model portfolios as well as customized solutions for larger and unique situations. In addition, we can provide firm-calculated composite performance history for our model portfolios.

Over the years we’ve developed and refined a process that boils down to helping people solve what we call, the SWAN FORMula. We've realized that one of the greatest values our team brings to professional advisors, brokers, high net worth individuals, and institutions is the ability to let them Sleep Well At Night (SWAN). We say “FORMula” because every client is different, so we can’t take a cookie-cutter approach – each client has to solve the formula of balancing Family, Occupation, Recreation and Money (FORM) in a way that best meets their needs.

We trade as agents giving us access to full street inventories. We have the ability to trade in size and leverage our broker/dealer relationships for best possible execution. Most importantly, we act in your best interest by offering:

1) Access: to our Portfolio Managers not salespeople;
2) Customization: for larger (+$2mm) opportunities; and
3) Transparency: identifiable individual bond and equity holdings
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    Anthony Valente, CPM®, CRPC®
    Anthony is the founder of the SVS Wealth Management Team at Morgan Stanley and is a Portfolio Management Director, as well as overseeing all team operations. His area of focus is portfolio construction using technical analysis, fundamental and personalized portfolio management. He provides clients with a level of personalized portfolio management for high-net-worth individuals and institutional clients, creating customized investment strategies, portfolios, and solutions. With over 25 years in the financial services industry. Anthony has the ability to recognize market changes and the affects those changes have on his client portfolios. Anthony holds the titles of Managing Director – Wealth Management, Global Sports and Entertainment Director and is a member of the prestigious 2023 Morgan Stanley Chairmen’s Club. He holds several designations including Certified Portfolio Manager (CPM). He played football at Union College in Schenectady, NY and was a first team All-American player. Anthony now resides in New Jersey with his wife and children.
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    Keith Knoop, CPM®
    Before joining the SVS Wealth Management Team at Morgan Stanley Keith was a widely recognized research Analyst and fixed income portfolio manager. He began his career at Smith Barney becoming the Senior Fixed Income Portfolio Strategist. From 2010 to 2014, he was head Fixed Income Portfolio analyst for Morgan Stanley, rising to the level of Executive Director. He was the active manager for serval fixed income portfolios, including three multi-class asset portfolios as well as four single-asset class portfolios. A widely recognized leader in the industry, Keith now uses his extensive experience to provide clients with customized fixed income portfolios. He holds several licenses, including Series 7, 63, and 65. Keith graduated from Quinnipiac University where he was part of the varsity hockey team. An avid hockey player and runner, Keith resides in Tinton Falls, NJ with his wife and daughter.
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    Andrew Kelly, CPM®
    Andrew works with the portfolio management team assisting them with fundamental and technical analysis of individual securities and market report generation. He is responsible for portfolio management trading and execution, intraday market analysis, and daily market updates. Andrew graduated from Maris College with a degree in finance, is an avid golfer, and resides in Long Branch, NJ.

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
    Learn more
    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

1030 Broad Street
Third Floor
Shrewsbury, NJ 07702
US
Direct:
(732) 389-5124(732) 389-5124
Toll-Free:
(844) 850-9232(844) 850-9232
399 Park Ave
12th Floor
New York, NY 10022
US
Direct:
(212) 893-6342(212) 893-6342
61 South Paramus Road
Third Floor
Paramus, NJ 07652
US
Direct:
(201) 670-3476(201) 670-3476
1601 New Road
First Floor
Northfield, NJ 08225
US
Direct:
(609) 383-2286(609) 383-2286

Meet The SVS Wealth Management Team

Photo of Anthony Valente

Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Family Wealth Director, Global Sports and Entertainment Director, Alternative Investments Director, Workplace Advisor – Equity Compensation, NFLPA Registered Institutional Player Financial Advisor
Learn more about my specialty in Equity Compensation
Phone:
(732) 389-5124(732) 389-5124
Photo of Keith Knoop

Keith Knoop, CPM®

Senior Vice President, Financial Advisor, Portfolio Manager
Phone:
(732) 389-8699(732) 389-8699
Photo of Danielle Herman-Knotz

Danielle Herman-Knotz

Assistant Vice President, Chief of Staff
Phone:
(732) 389-8661(732) 389-8661
Photo of Ali DAgnese

Ali DAgnese

Team Administrative Assistant
Phone:
(732) 389-8618(732) 389-8618
Photo of Christie Campanella

Christie Campanella

Assistant Vice President, Group Director
Phone:
(732) 389-5128(732) 389-5128
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James Dolan

Assistant Vice President, Director of Investments
Phone:
(732) 389-8689(732) 389-8689
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Mary Elliott

Business Development Director
Phone:
(732) 389-5159(732) 389-5159
Photo of Andrew Kelly, CPM

Andrew Kelly, CPM

Assistant Vice President, Portfolio Management Associate Director
Phone:
(732) 389-5171(732) 389-5171
Photo of Sarah Ratty

Sarah Ratty

Business Development Associate
Phone:
(732) 389-8650(732) 389-8650
Photo of Samantha Rodriguez

Samantha Rodriguez

Senior Client Service Associate
Phone:
(732) 389-5140(732) 389-5140
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Anjie Salvaryn

Registered Client Service Associate
Phone:
(732) 389-5153(732) 389-5153
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Ornella Confessore

Registered Client Service Associate
Phone:
(212) 893-6587(212) 893-6587
Photo of Jessica Mazza

Jessica Mazza

Client Service Associate
Phone:
(732) 389-8641(732) 389-8641
Photo of Sharon G. Auleta

Sharon G. Auleta

Client Service Associate
Phone:
(732) 389-8664(732) 389-8664
Photo of Bob Simons

Bob Simons

Registered Client Service Associate

About Anthony Valente

Anthony is the founder of the SVS Team at Morgan Stanley and is a Portfolio Management Director, as well as overseeing all team operations. His area of focus is portfolio construction using technical analysis, fundamental and personalized portfolio management. He provides clients with a level of personalized portfolio management for high net worth individuals and institutional clients, creating customized investment strategies, portfolios and solutions. With over 30 years in the financial services industry, Anthony has the ability to recognize market changes and the affects those changes have on his clients’ portfolios. Anthony holds the titles of Managing Director - Wealth Management, Senior Investment Management Consultant, Senior Portfolio Management Director, Family Wealth Director and Financial Planning Specialist. He holds several designations including: Certified Portfolio Manager (CPM) and Chartered Retirement Planning Counselor. He played football at Union College in Schenectady, NY and was a first team All-American player. Anthony was one of the best defensive players in the program's illustrious history and was inducted into the Union College Athletics Hall of Fame November 2017. Anthony now resides in New Jersey with his wife and children.
Securities Agent: TN, VI, WV, NJ, OH, WY, NC, MA, WI, WA, VT, VA, UT, TX, SD, SC, RI, PR, PA, OR, OK, NY, NV, NM, NH, NE, ND, MT, MS, MO, MN, MI, ME, MD, LA, KY, KS, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, IN, HI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1253264

About Stephen J. Scanapicco

Stephen, one of the founders of The SVS Wealth Management Team at Morgan Stanley, joined the firm in 2006. With over 20 years of industry experience, Stephen’s leadership and drive help to propel the team forward. Prior to Morgan Stanley, Stephen spent time as the Assistant Vice President at Wachovia, where he worked for eight years. Stephen focuses on creating individualized strategies for our clients and ensures that such strategies align with both short and long term goals. He understands that every client presents a different set of goals and challenges and as such creates specifically tailored investment strategies. A graduate of Providence College, Stephen serves on the Board of Directors for the Reef Institute, an organization dedicated to coral conservation through education, research, and restoration. Currently, Stephen resides in Tinton Falls, NJ with his wife and daughter.
Securities Agent: WY, KS, MO, GA, NY, TN, VT, NH, WV, WI, WA, VA, UT, TX, SC, RI, PR, PA, OR, OK, OH, NV, NM, NJ, NE, NC, MT, MN, MI, ME, MD, MA, LA, KY, IN, IL, IA, FL, DE, DC, CT, CO, CA, AZ, AL, AK, AR, HI, ID, MS, ND, SD, VI; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1261797

About Yuji Fujii

With over 15 years of experience, Yuji brings a wealth of knowledge to the team.   He is actively involved in the building and maintaining of client relationships.   Along with Anthony, Yuji started at Smith Barney in 2005.  He is a CERTIFIED FINANCIAL PLANNER and holds the Financial Planning Specialist designation issued by Morgan Stanley.  Yuji uses a holistic approach while striving to offer our clients the highest level of service and makes it his mission to go above and beyond to help make our clients feel secure in their financial futures.  Yuji serves a volunteer fire fighter in Millwood, NY and lives in West Harrison, NY with his wife and two sons.
Securities Agent: OH, CA, NY, TN, UT, SC, WA, WY, FL, VT, AK, IN, AZ, WV, RI, WI, PA, TX, NJ, OK, NV, NM, NE, NH, CO, DE, IA, IL, HI, KS, ND, DC, MI, MO, MT, MS, ME, MD, AL, VI, VA, PR, OR, NC, MN, MA, LA, KY, GA, CT, AR, ID, SD; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255380

About Gary Bronheim

Gary is currently the Senior Vice President/Senior Portfolio Manager/Financial Advisor at Morgan Stanley and has been in the securities industry for 34 years. He graduated from Carnegie Mellon University in 1974 with a BA/BS in Public Relations. Originally, Gary is from East Meadow, NY and currently resides in Great Neck, NY with his wife Ellen of 39 years. They have two wonderful children. Melanie who has a Master’s in speech pathology and Seth who has a Master’s in nutrition. Melanie is married to Jason Weingarten and they have a son named Gavin and a daughter named Maya Charlotte. Seth is married to Ilana Strauss and they have two daughters named Liv Cherry and Charlotte Clementine.

Gary is responsible for placing money into equity strategies that the team has developed. Each Portfolio focuses on a combination of stocks, bonds, ETF’s or mutual funds – looking to create a cost effective, well-balanced approach. Technical analysis, covered call writing and research from various sources and publications are used to help create these models. The team tries to uncover all aspects of a client’s assets to assemble the right “lifeview.” The more we know about our clients, the easier it is to create the right solution for their needs.
Securities Agent: WA, WY, WV, WI, VT, VI, VA, TX, TN, SD, UT, RI, PR, PA, OK, OH, NY, NM, NJ, NH, NE, ND, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, MS, CO, CA, AZ, AR, AL, AK, SC, NV, OR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282792

About Patricia Glass

Patricia S. Glass is a Senior Vice President, Portfolio Management Director, and Financial Advisor. Prior to joining the firm in 2012, Patricia was a Director at Credit Suisse Private Banking USA where she worked since 1999. She began her career in finance as an investment banker at Credit Suisse (London), UBS, and Société Générale.

Patricia holds a BA degree from Brown University, an MA from Yale University, an MBA from The Wharton School at The University of Pennsylvania, and an MA also from the University of Pennsylvania. She is an Associate Fellow of Davenport College at Yale.

Patricia represents Morgan Stanley on the Council on Foreign Relations. She has been involved in the New York Junior League, the Parents Advisory Board at Northfield Mount Hermon School, the Brown Club of New York (Treasurer), Friends of the American Wing at the Metropolitan Museum of Art, Empowers Africa (Trustee) and The Africa Foundation.

Patricia is an avid skier and hiker. She works and resides in Manhattan, NY and has two adult sons.
Securities Agent: WI, UT, WY, WV, WA, VT, VA, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NM, NJ, NH, ND, NC, MT, MS, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, ME, CA, AZ, AR, AL, AK, NV, VI, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 1265124

About Allen Liebb

Allen Liebb brings more than 35 years of experience in counseling affluent families and the ever-changing needs of business owners. He got his education from the University of Maryland, and after spending 15 years at Citigroup, he joined Morgan Stanley in 2009. Allen recently joined The SVS Wealth Management Team, working mostly with business owners and retirees. He is dedicated to helping clients and families achieve their financial goals.

In his free time, Allen is actively affiliated with his local synagogues and can often be seen exercising in Central Park and enjoying all that New York City has to offer culturally.
Securities Agent: OK, NJ, WI, AL, IN, ME, SD, MS, ID, CA, IA, LA, TN, OR, MD, WA, IL, NE, AR, NM, CT, NV, VT, MT, DE, NH, CO, PR, KY, WY, VI, SC, VA, KS, MN, RI, UT, AZ, WV, FL, NC, ND, MI, HI, MA, MO, PA, DC, TX, NY, OH, GA, AK; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262096

About Eileen Russo

Eileen joined The SVS Wealth Management Team at Morgan Stanley in 2017 after a very successful 25 years as a Director of Equity Sales Trader at Credit Suisse in NYC. Her experience working daily with ultra-high net worth individuals and hedge funds helped for an easy transition to her new role with extreme knowledge and experience in the markets and the knowledge of the importance of client relationships.
As a Senior Vice President and Financial advisor her area of focus is working directly with the clients. She works with HNW families throughout the region. Helping them with their family mission for generations to come and laying out their goals and investment options. As such, she works to provide each one of her clients sound financial plans based on achieving targeted goals. She is devoted to providing individualized planning to each client taking into account their specific needs; utilizing a goals-based approach to financial planning.

She holds her series 3, 7, 55, 63, 66, 9 & 10, Life and Health licenses.
Eileen resides in Point Pleasant, NJ with her husband and 3 children.
Securities Agent: WV, WI, WA, VT, VA, UT, TX, TN, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, WY, VI, SD, MS; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1650437

About Maurice Cassara

Maurice started his career as a young entrepreneur owning a small business. He transitioned into the financial services industry in 1997 at Merrill Lynch. Maurice attained the Certified Financial Planner designation in 2003 and moved his practice to Smith Barney in 2004. He focuses on comprehensive financial planning for clients. He guides clients to achieve their goals by using fundamental strategies to limit risk. He also focuses on initial public offerings in both equities and fixed income.
He is a passionate soccer fan and also plays in a men’s league. Maurice immigrated to the United States when he was nine years old and became a naturalized U.S. citizen at age 20. He graduated Magna Cum Laude from Long Island University - Post.
Maurice is fluent in Italian, and lives with his wife and two children in Freehold, NJ.
Securities Agent: PA, NC, ND, NH, SC, TX, SD, VT, OH, VI, PR, MD, RI, OK, MA, WY, WA, WV, VA, UT, WI, TN, NY, MI, MO, MN, OR, NM, NV, MT, NE, NJ, MS, AZ, LA, AR, KS, IN, ME, AK, KY, DC, ID, CT, IA, HI, IL, GA, FL, DE, CA, CO, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1262264

About Richard Kelly

Richard joined The SVS Wealth Management Team at Morgan Stanley following much success in the private banking industry. Richard worked at PNC Wealth Management as a Senior Vice President. He served in numerous roles, ultimately rising to Team Director and Senior Relationship Manager. He joined Morgan Stanley in June of 2011 and quickly established himself as a leader within the SVS Team and the firm. Richard holds the Certified Financial Planner™ (CFP®) designation. He assists our clients with their most complex planning needs. In his spare time, he enjoys playing golf, following college football and rooting for the New York Giants. He is a board member of the Samaritan Center at the Jersey Shore. Richard has two children and lives in Brielle, NJ with his wife, Marybeth.
Securities Agent: HI, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY, VI, SD, ND, MS, KY, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1261947

About D. Tyler Gilmour

Tyler, a First Vice President, joined The SVS Wealth Management Team at Morgan Stanley in 2012. Tyler focuses on providing total wealth management to self-made families. As such, he works to provide each one of the team’s clients sound financial plans based on achieving targeted goals. He is devoted to providing individualized planning to each client taking into account their specific needs; utilizing a goals-based approach to financial planning. In 2024, Tyler was named by Forbes to their list of the Best Next Generation of financial advisors. He has earned the Certified Financial Planner®, Qualified Plan Financial Consultant®, Chartered Financial Planning Counselor® and Chartered Retirement Plans Specialist® designations. Tyler adheres to a professional Code of Ethics, and he fulfills continuing education requirements to remain aware of current planning strategies and financial trends. Tyler graduated from Bucknell University in Lewisburg, PA. with a Bachelor of Arts in Economics. An avid golfer and Giants fan, Tyler currently lives in Little Silver, NJ with his wife, Sarah and their son Sawyer.
Securities Agent: ID, MS, SD, VI, WY, IA, VT, PA, PR, OK, IN, ND, FL, OH, GA, IL, UT, VA, TX, TN, ME, MI, MN, RI, NC, MT, NJ, NM, NY, AK, AR, CA, CT, CO, AL, DE, KS, WV, WI, WA, KY, SC, OR, NV, NH, NE, MO, MD, MA, LA, HI, DC, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1274542

About Richard Garrity

Richard Garrity is a Vice President, Financial Planning Specialist.  After initially starting his career in banking, he transitioned that experience into providing financial advice at Morgan Stanley, where he has spent the majority of his professional life.   Richard focuses on customer service, tailored investment strategies and providing productive solutions for his clients.  His value proposition is helping people to accumulate and preserve their wealth and then transitioning that wealth into retirement income.  Richard enjoys traveling, golf, cycling, playing softball and dining.  Richard currently resides in Ocean, NJ with his wife Alma and three children.
Securities Agent: WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, ND; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279378

About Charles Fahy

Charles Fahy is a Financial Advisor in Morgan Stanley’s Northfield, NJ office. He works with a select group of businesses and individual investors that aspire to a work-optional lifestyle by employing a prudent investment strategy that emphasizes long-term growth, current income and capital preservation. Tax-efficient investing is also a key part of the investment approach.



To help serve his clients’ needs, Charles works closely with The SVS Team based in Shrewsbury, N.J. The Team focuses on helping a broad range of individual and institutional investors to accomplish their long- and short-term investment goals through expert financial and estate planning.



Charles also draws on the global investment resources of Morgan Stanley, one of the world’s premier financial institutions. His ability to utilize all of Morgan Stanley’s resources to appropriately satisfy his varied clients’ needs have served his clients well.



Prior to joining Morgan Stanley, Charles served as General Manager of the Atlantic City Country Club, one of the most historic clubs in the world. He has also managed multi-million dollar resorts around the country as well as two start-up companies. Additionally, Charles has experience in tax preparation. In college, he majored in accounting with an emphasis in finance.

One of Charles great passions is helping people. He derives a great deal of satisfaction not only helping clients devise a sound strategy for their personal needs, but taking the time to stay in regular contact with them to help ensure their plan stays in line with their changing needs.

Another one of his passions is golf. In fact, he is a PGA (Professional Golfers Association) member and has been a teaching professional with the PGA for many years.
Securities Agent: KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, KY, SD, AR, AL, AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1687375

About Seth Bronheim

Seth Bronheim is a Financial Advisor and Certified Financial Planner™ on The SVS Wealth Management Team at Morgan Stanley. As a CFP®, he uses a multi-step financial planning process to help clients discover and achieve their goals. This lifecycle financial planning process is on-going as different situations change a clients’ needs over time whether that is buying a new or second home, starting a business, preparing for retirement, or switching jobs. He focuses on creating a flexible financial plan that can change and adapt throughout a clients' life. Seth is a CFP® professional with extensive training in Financial Planning and Risk Management, Tax Planning, Investment Planning, Retirement Planning, and Estate Planning strategies. Seth lives in Larchmont, NY with his wife, Ilana, two daughters, Liv and CC, son, Bert, and their dog, Tony. He serves on the Larchmont Temple Brotherhood Board as the Treasurer. He is also an avid tennis player with the USTA Westchester Section.
Securities Agent: ID, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1956792

About Lori Simón

Lori A Simón joined The SVS Wealth Management Team in 2017. She holds her Series 7, and Series 66, as well as Life, Variable Life and Health Insurances licenses. Lori graduated from Fordham University with a BA in Communications. She lives in Monmouth County with her daughter. She enjoys cooking for her family and friends, and she also volunteers her time at her church to collect shoes and clothing for the underprivileged children of Haiti.
NMLS#: 1762605

About Melissa Kennedy

Melissa started her career in 2001 as a Specialist Clerk on the New York Stock Exchange. In 2007, Melissa transitioned to Morgan Stanley and joined The SVS Wealth Management Team as a Client Service Associate. Now, as a Financial Advisor, Melissa focuses on providing total wealth management solutions to our clients. In the process, she is able to build and maintain strong relationships with them.

Melissa is a graduate of Rider University and currently lives in Marlboro, NJ with her husband, Brian and their daughter, Paige.
NMLS#: 2119653

About Paul Buckley

Your wealth is about more than just dollars and cents. What you spend and plan for also needs to align with your values, desires, and long term goals. I am here to shepherd you through your financial journey.

I got into the industry because I like helping people, plain and simple. It's my goal to make sure your story and my story go hand in hand. I do this by leveraging my own experience in the industry, my team's considerable background, and Morgan Stanley's vast network of resources.

Your financial journey might have some daunting questions lurking around the corner. It's my job to help put you at ease and make sure we both make it together.

When I am not at work, I love spending time with my wife Mia, our two children, dog and cat.
NMLS#: 1896816
CA Insurance License #: 4148771

About Alvaro Ramirez

Alvaro Ramirez recently joined the SVS Management Team as a Financial Advisor. Prior to joining the SVS Team, Alvaro started his professional career with First Investors Inc., as a Financial Advisor Representative between 2004 and 2006. In 2006 Alvaro joined an Ultra High Net Worth financial advisor at UBS Financial Services Inc. between 2006 and 2010 as a Registered Client Associate. In 2010, Alvaro joined a Morgan Stanley Private Wealth Management team.

Alvaro’s passion for the business lies in his ability in helping clients solve their financial concerns. The tools and resources made available at Morgan Stanley make it possible to provide clients with peace of mind to their finances.

Alvaro earned a Bachelor of Science degree in economics and finance from the University of Hartford. When not in the office, Alvaro enjoys attending Yankee and Ranger games. His hobbies include golfing, snowboarding and racing motorcycles. He resides in Westchester NY with his wife and daughter.
Securities Agent: RI, NV, WY, OR, MS, TN, SD, NJ, WV, NM, KY, UT, OK, OH, PR, SC, KS, WI, VI, VA, WA, FL, TX, VT, MD, ME, MN, PA, MO, NY, MT, NC, NH, MA, NE, ND, AK, MI, AR, LA, AL, IN, IL, CA, ID, GA, IA, DC, CT, HI, CO, AZ, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 2433421

About Michael L Schwartz

Michael Schwartz has been a financial advisor since 2007. He joined the Bronheim-Goldstein Group at UBS in 2006. Prior to being a financial advisor, Michael was the registered client service associate for the team. Michael joined PaineWebber as an intern in 1999 and was offered a fulltime position with UBS PaineWebber in 2003 where he worked as a Branch Service Associate in operations. Michael earned a Bachelor of Science degree in business management and finance from City University of NY – Brooklyn College. He also has an undergraduate degree in statistics and quantitative modeling from City University of NY – Baruch College. Michael, his wife Suzanne, and two young children, Bennett and Emerson live in Bay Ridge, Brooklyn.

About Keith Knoop

Before joining the SVS Team, Keith was a top-performing research analyst and fixed income portfolio manager.  He began his career at Smith Barney becoming the Senior Fixed Income Portfolio Strategist. From 2010 to 2014, he was Head Fixed Income Portfolio analyst for Morgan Stanley, rising to the level of Executive Director.  He was the active manager for several fixed income portfolios; including three multi-class asset portfolios as well as four single-asset class portfolios. 
A widely recognized leader in the industry, Keith now uses his extensive experience to provide clients with customized fixed income portfolios.  He holds several licenses; including: Series 7, 63 and 65.  Keith graduated from Quinnipiac University where he played on the varsity hockey team.  An avid hockey player and runner, Keith resides in Tinton Falls, NJ with his wife and daughter.

About Darrion Carrington

Darrion is a financial advisor, for Morgan Stanley’s SVS Wealth Management Team, who prides himself in providing his clients with financial freedom. He leverages the research from Morgan Stanley’s SVS Portfolio Management team, which has been awarded as one of the Best Wealth Management Teams in the state and the firm by Forbes, to supply his clients with a plethora of goal-based investment options and client-specific portfolios that considers risk thresholds as well as the goals his clients have in store for themselves and their loved ones. Being able to be financially free is his number one goal for all his clients and he puts his clients’ best interests at the forefront of his business. He has also earned the Financial Planning Specialist designation. Prior to joining Morgan Stanley, he played collegiate football at and graduated from Yale University. He also started a master’s program at Monmouth University in New Jersey. He grew up in Toms River, NJ and resides there today. Some of his interests are watching football and basketball, playing golf, and first and foremost, helping others. Darrion comes from a family of Law Enforcement as his father (Anthony Jr.) and oldest brother (Anthony III) work at the Ocean County Prosecutor’s Office and his mother (Bivia) and older brother (Kyle) work at the Lakewood Police Department in NJ. He also has a sister that played lacrosse at Rutgers University, and currently plays at Rider University.
Securities Agent: RI, NV, IL, KS, NE, DC, CO, WV, ME, OR, SD, AZ, TX, NH, WA, CT, WI, AK, OK, UT, TN, NM, LA, HI, IN, FL, SC, GA, KY, MN, IA, PA, DE, ID, WY, VI, VA, MS, MT, MI, NC, PR, VT, OH, MA, NJ, MO, ND, AL, AR, CA, NY, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2528912

About Danielle Herman-Knotz

Danielle joined The SVS Wealth Management Team in 2020 in order to help build and complete the team framework. As Chief of Staff, she is responsible for planning and directing all administrative, financial, and operational activities. Danielle is responsible for day to day coordination with all roles on the team ensuring team resources are allocated in an efficient and productive manner. Danielle’s role allows each teammate to focus on their individual responsibilities to help contribute to the overall picture.

Danielle comes from a background in the financial services industry, starting with Lehman Brothers in NYC. Her career continued to grow and evolve after the acquisition of Lehman by Barclays Wealth, as a Senior Analyst with Barclays, Danielle gained a wealth of knowledge and experience working closely with the COO management team. In 2013, she relocated back to New Jersey as the Branch Manager Administrator at Morgan Stanley in the Southern New Jersey Complex. This role gave her the opportunity to work closely with Senior Management, Financial Advisors and their teams as well as learning the day in and day out protocols of Risk/Compliance and Operations. Danielle holds the Series 7 and 66 Licenses.

About Ali DAgnese

Ali began her career working in Wealth Management for UBS in Manhattan and brought her extensive background in Communications & Administrative skills to the SVS Wealth Management Team at Morgan Stanley in 2019.

Ali supports the Managing Director of the SVS Wealth Management Team and assists the team overall, acting as a Client Service Associate when needed.

Ali currently resides in Little Silver, NJ with her husband. In her spare time, Ali can be found spending time at the beach with her husband and golden retriever.

About Christie Campanella

Christie grew up in New York and graduated from the University of North Carolina at Charlotte with a bachelor’s degree in Finance and additional concentrations in Finance and Business. Post-graduation, she spent over 2 years working for a small Broker Dealer, where she obtained her Series 7 and Series 66 licenses and started her career in the financial services industry. In 2015 she moved to Colorado, and shortly after began her career with Morgan Stanley. Christie & her husband, Paul, reside in Aurora, CO with their 2 dogs, Jayda & Lakota. In her free time, she loves to be outdoors - hiking, camping, and traveling.

About James Dolan

Jim joined Morgan Stanley after time within various firms within the financial services industry. He and Anthony have worked together since their days at First Investors starting in 1988. Within the Team, Jim serves as the Group Director. As such, he works to ensure an excellent client experience as well as operational smoothness. In his spare time, Jim volunteers with Habitat for Humanity to restore homes that were effected by Superstorm Sandy, during the holidays he volunteers with Holiday Express and during the summer he is a participant in the Warrior Challenge which raises money for Veterans through Task Force Dagger. Jim resides in Helmetta, NJ with his wife and enjoys attending Giants Football games.

About Mary Elliott

Mary has worked in the Financial Services Industry for 30 plus years, of which over 25 have been with Morgan Stanley. She has worked on both the Institutional and Wealth Management sides of the business, first as a Fixed Income Trader and later as a Financial Advisor.  As Business Development Director for the SVS team, Mary is responsible for the proactive cultivation and maintenance of client relationships.
Mary received a Bachelor of Business Administration degree from St. Mary's College, South Bend, Indiana with concentrations in Accounting and Finance.  She currently resides in Sea Girt, NJ where she enjoys spending time at the beach with her family and friends.

About Andrew Kelly, CPM

Andrew is a seasoned equity portfolio manager who focuses his efforts managing the team's long-only strategies. Prior to Morgan Stanley Andrew honed his skills at Marist College, where he graduated with a degree in finance. Drawing from years of experience, Andrew has developed a meticulous buy and sell discipline grounded in risk mitigation, fundamental analysis, and technical analysis. His approach is grounded in identifying high-quality, long-term investments while being mindful of emerging trends and market changes. Andrew places equal weight in making portfolio allocations on an investment’s potential upside as its downside risk. His dedication to continuous learning is evidenced by his Certified Portfolio Manager designation attained through Columbia University. When not at his desk, Andrew enjoys spending time on the golf course and at the beach in Long Branch, NJ where he currently lives.

About Sarah Ratty

Sarah started with The SVS Wealth Management Team in 2016. She holds her Series 7, Series 63, and Series 65, as well as Life, Variable Life, and Health Insurance licenses. Sarah graduated from Middlesex County College with an Associates of Science degree and a BA in Holistic Health from Georgian Court University; both degrees were attained with highest honors. In her spare time, Sarah enjoys reading and spending time with her husband, Michael and their daughter Thea.

About Samantha Rodriguez

Samantha started with The SVS Team in 2011. She currently serves as a Client Service Associate, assisting the advisors with their client’s needs. Samantha currently lives in Freehold, NJ with her husband, daughter and their 2 dogs. In her spare time, she enjoys volunteering for Habitat for Humanity.

About Ornella Confessore

Ornella recently joined the SVS Wealth Management team as a Registered Client Service Associate. With 16 years of banking experience, she strives to provide an exceptional client experience with the highest level of service.

Ornella started her career at Citibank as a Business Service Officer. She quickly moved up to the Commercial Business Banker role and managed a portfolio of high-net-worth commercial bank accounts. She now works out of the Park Avenue, NY Morgan Stanley office, bringing her experience & expertise to the team. She is currently Series 7 and Series 66 licensed as well as having the Life, Accident & Health Insurance License.

Ornella resides in Staten Island, NY with her husband Francesco and daughters Julia and Gianna. Outside of the office she loves spending time with family and friends. She also enjoys running and attending NY Ranger games.

About Jessica Mazza

Jessica grew up in New Jersey and graduated from Clemson University in South Carolina with a Bachelor’s Degree in Business Management and Accounting. Jessica now lives back in Middletown NJ, remaining close to family and friends. In her spare time, Jessica can be found spending time at the beach, working out, reading or traveling. She loves sports, and enjoys attending NY Ranger games, and NY Yankee games!

About Sharon G. Auleta

Sharon's financial services career began in NYC over 30 years ago with TIAA as a Registered Representative. During her time at TIAA she received several promotions, expanding her knowledge and experience. After almost 9 years with TIAA, she accepted a position with Oppenheimer Funds Distributors as an AVP Marketing Manager for the Wealth Management group. She supported the Retirement Plan department and played an integral role in the 529 plan product launch. In 2003, she stepped away from the financial industry to raise her daughter, Anneliese. In 2008, she transitioned to the real estate industry, selling real estate, issuing Title Policy Insurance, and processing home mortgages. This allowed her to stay close to home and be the best mom she could. In 2022, she joined a Federal Credit Union as a Business Resources and Service Support Manager, responsible for resolving high-level member complaints, managing the call center, and supporting local retail branches. She also led a project for a new internal system launch. Now, she has returned to the financial industry.

Outside of work she enjoys spending time with family, friends, and her cat Sugar Lily. She is always looking for a good horror TV show or movie to watch. Some of her favorite local places to visit are Grounds for Sculpture, Cape May, Lake George, Lambertville, New Hope, and of course NYC. Her best accomplishment has been raising her daughter and shaping her future to be successful and independent.

About Bob Simons

Bob recently joined The SVS Team as a Registered Client Service Associate. Prior to joining Morgan Stanley, Bob has over 10 years’ experience working for different banking institutions and local independent wealth management firms. In his current role, Bob assists both clients and advisors with any service related requests they may have while also providing an exceptional client experience.

Bob is a graduate of Kean University where he majored in Finance and currently holds his Series 7, Series 63, and Series 65 licenses as well as Life and Health Insurance licenses. He currently resides in Brick, NJ with his wife Adriana and their son and daughter.

Hear from Our Clients

What sets Eileen apart is her ability to look beyond the numbers and truly connect with her clients. She took the time to get to know not only me but also my wife and family, ensuring that our financial strategy aligned with our long-term goals and values. Her ability to refocus us from the daily fluctuations of the market to a more goal-oriented and balanced approach has been invaluable.
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Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.

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4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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Awards Disclosures
CRC 6491812 (04/2024)