Our Mission

To have a positive impact on the lives of our clients - In an increasingly complex and ever-changing financial system, our team provides a level of professionalism and white glove service to offer peace of mind to our clients throughout all life events.

To support their endeavors - Whether a client’s goal is a comfortable and secure retirement, estate and legacy planning, or philanthropic efforts, we utilize the deep infrastructure of Morgan Stanley to provide them with creative solutions.

To be deemed a trusted advisor - Our appreciation for and fascination with the financial markets have driven us to attain designations and certifications focusing on some of the most salient features of wealth management and financial planning. But our ability to utilize these features and skillsets are only doable by developing a deep level of mutual respect and confidence with our clients.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Investor Resources

Stay connected with the latest updates from our team. Here you'll find an archive of past communications, including market commentary, planning insights, and timely updates - all available for download in PDF format. You can also explore upcoming client events and opportunities to engage with our team throughout the year.

We invite you to check back regularly for new additions and announcements.
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    The Veritas Group's Q2+ 2025 Outlook
    Our team has gathered information in order to prepare for rest of the year. The link below is our thoughts on the second quarter, and then some, of 2025. Read below for an in depth analysis of the current market.
    Read More Here
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    The One Big Beautiful Bill Cheatsheet
    Following the enactment of new federal legislation, we wanted to share a brief report outlining the various tax provisions, as well as the implications for debt, deficits, and the markets.
    Read More Here
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    GIC On the Markets
    The latest edition of “On the Markets,” a monthly collection of the most timely research and strategy from Morgan Stanley & Co., Morgan Stanley Wealth Management and external partners.
    Read More Here
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    GIC Weekly Research Report
    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
    Read More Here

Expanding Possibilities Beyond Public Markets

We believe alternative investments can play a powerful role in a modern portfolio. From private equity and private credit to real estate and hedge funds, these strategies aim to enhance diversification, reduce exposure to public market volatility, and unlock new sources of return.

📎For a breakdown of the key trends tracked in this space, click the link below.

Read More Here

Our approach focuses on sourcing and curating high-conviction opportunities across private markets—giving clients access to strategies once limited to institutions and endowments.

Why Consider Alternatives?

  • Diversification beyond traditional stocks and bonds
  • Low correlation to public markets, offering balance during volatility
  • Return potential from illiquidity premiums and active strategies
  • Access to high-barrier strategies in sectors like energy transition, sports ownership, and technology

We Leverage Access To:

  • Private Equity
    Growth capital, buyouts, and sector-specific strategies with long-term return potential
  • Private Credit
    Direct lending and specialty finance offering yield and downside resilience
  • Real Estate & Infrastructure
    Institutional-grade property and energy assets offering income and diversification
  • Hedge Funds
    Multi-strategy and opportunistic approaches aimed at generating risk-adjusted alpha
  • Thematic Alternatives
    Blockchain, sports media rights, and impact-oriented infrastructure

📎For a more comprehensive looks at Alternative Investments, click the link below.

Read More Here

Our Services

Wealth management isn't a one-time event. It is an ongoing process designed to create structure today while preserving opportunity for the next generation. Every strategy we help implement is approached with long-term continuity in mind, ensuring that financial decisions remain aligned with evolving goals, family needs, and market conditions.

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    Comprehensive Financial Planning

    Bringing together investments, tax considerations, estate planning, and cash flow into a cohesive, adaptable financial structure.

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    Portfolio Management

    Custom investment strategies aligned with long-term objectives, emphasizing risk mitigation, tax efficiency, and multi-asset diversification.

    Read More Here
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    Estate Planning Coordination

    Working alongside legal and tax advisors to ensure estate plans support long-term family goals, legacy transfer, and tax efficiency.

    Read More Here
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    Retirement and Liquidity Planning

    Preparing clients for retirement income needs, pre-retirement asset allocation, and maintaining access to liquidity during key life transitions.

    Read More Here
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    Next Generation Wealth Strategy

    Helping families prepare heirs to manage wealth responsibly through governance planning, education, and structured asset transfer strategies.

    Read More Here
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    Insurance Planning

    Incorporating life, disability, and long-term care insurance into broader wealth strategies as part of risk management and wealth preservation.

    Read More Here
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    Cash Management and Lending Solutions

    Providing structured lending strategies, credit solutions, and cash flow management as part of a coordinated wealth plan.

    Read More Here
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    Business Owner Advisory

    Advising on liquidity events, business succession, and pre-sale planning to help owners translate business value into lasting family wealth.

    Read More Here
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    401(k) and Employer Retirement Plans

    Designing and managing retirement plans for businesses with a focus on fiduciary guidance and long-term participant outcomes.

    Read More Here
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    Philanthropic Strategy and Impact Giving

    Structuring charitable giving and family foundations to align with personal values while supporting tax and estate objectives.

    Read More Here

ONLINE TOOLS AND FEATURES AVAILABLE TO YOU

Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
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    Morgan Stanley Online
    Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
    Learn More about Morgan Stanley Online
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    Morgan Stanley CashPlus
    Morgan Stanley CashPlus lets you access your cash from banks or tellers that accept Mastercard® and manage your cash on the go with Morgan Stanley Online and the Morgan Stanley Mobile App.
    Learn More about CashPlus
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    Send Money with Zelle
    Morgan Stanley Send Money with Zelle® allows you to send and receive money with almost anyone with a U.S. account using just an email address or U.S. mobile phone number, and the money is typically received in minutes.
    Learn More about Zelle
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    Portfolio Risk Management
    Our proprietary Portfolio Risk Platform leverages state of-the-art analytics to help identify various elements of risk in client portfolios, down to the security level, and model the potential impact of adjustments, before portfolio changes are made.
    Watch Video on Portfolio Risk Management
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    Total Wealth View
    It’s hard to see the complete picture with only half the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
    Learn More about Total Wealth View
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    Goals Based Planning
    Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your financial goals.
    Learn More about Our Planning Tools

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

Two Jericho Plaza
First Floor, Wing A
Jericho, NY 11753
US
Direct:
(516) 336-0856(516) 336-0856
Toll-Free:
(833) 367-5302(833) 367-5302
Fax:
(516) 256-8527(516) 256-8527

Meet The Veritas Group

About Daniel Maniscalco

Un-conflicted. Un-biased. Accountable. The principles that have defined my practice for nearly 30 years still hold true to this day. One might argue that they are even more powerful given the evolution and increased complexities of today’s ever-changing financial climate.

My goal as an advisor is to develop a solid understanding of each client’s unique needs. That starts with listening.

Something that clients appreciate is my ability to think outside the box and create a roadmap that is a departure from the norm. That ability has led me to come up with innovative ways to address each client’s desired outcomes.

What gives me great fulfillment is the journey that I and that client - that person, that human - embark on. Along the way, we’ll share both joy and tribulation as we work together toward a common goal.

The CIMA designation I received from the Wharton School of Business transformed me as an advisor. I saw and understood risk differently. Risk and loss in the financial markets can’t be avoided but understanding them and trying to mitigate them is my goal. My approach to portfolio construction developed from understanding how institutional investors, such as Pensions and Endowments, manage their pools of money, bringing those strategies to my clients and custom tailoring them to their needs.

The most important part of a financial relationship is trust. Trust can only be achieved through truth. Being open and honest in all dealings, with clients, but also with counterparties and regulators, is critical. Truth. It’s why our team is called Veritas.

I started the Veritas Group five years ago. It is supported by a team of administrators and investment product specialists offering a full complement of services from asset-based loans to mortgages, from conventional stock and bond portfolios to Alternative Investments such as Private Equity and Private Real Estate, from estate planning to tax minimization strategies. Teamwork, professionalism, and top-notch customer service have helped me build long-term, multi-generational relationships with a growing client base.

Our team is multi-generational by design. Youth added to experience is very powerful. Our industry is always changing, and youth can bring energy and new ways of tackling such changes. At the same time, youth needs experience and perspective to temper that enthusiasm and channel it to the greatest benefit. Such a structure allows the team to better serve our clients, their children, and the causes most important to them. But overall, I believe that what makes our team truly stand out is our commitment to our industry, each other, and most importantly our clients. We are driven toward constant improvement and providing service that is second-to-none.

I marvel at the beauty and efficiency of the capital markets, but I am most passionate about having a positive impact on human beings. I truly appreciate when clients acknowledge my hard work, passion, and ethics.

Outside of work, I enjoy spending time with my wife of 35 years, Rita, and our two sons and their families, including two grandbabies and four granddogs! I also enjoy playing guitar, observing nature, and traveling.

Rita and I are long-time supporters of St. Jude’s Children’s Research Hospital, Shriners Hospitals for Children, Villalobos Rescue Center and the ASPCA.
Securities Agent: TX, PA, TN, SC, NC, MA, VT, MI, ME, FL, AZ, KS, CT, RI, OH, NY, NJ, IL, MN, MD, IA, OR, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278954

About Jason Maniscalco

As a founding member of the Veritas Group, I cover all areas of wealth management for our clients, from portfolio management to financial planning. The majority of the team is based out of Jericho, New York and in 2020, my family and I moved down to Florida, and I personally am based in Winter Park.

I’m proud to be part of a multi-generational team and appreciate how our values are passed on from one generation to the next. The value of learning from people within your circle can not be understated. The diversity of our skillsets allows us to explore different opportunities to benefit our clients.

Every relationship is unique. Every day, month, and year of a client’s financial journey is important and I will always be accessible for our clients. It is truly amazing how many deep-rooted relationships we have built over the years.

I am very proud to have come up with the team name Veritas, which means “truth” in Latin. Nothing is more important in a relationship between a client and an advisor than truth and honesty.

I graduated from Adelphi University in 2011 with a Bachelor’s Degree in Finance and started working in the industry the day after I graduated. I also hold a designation of Financial Planning Specialist.

In my spare time, I enjoy spending time with my beautiful wife Nichole, and our two amazing children, Harper and Luke. I love playing golf and hockey, and riding my Harley-Davidson.
Securities Agent: IL, KS, FL, TN, UT, RI, OH, MA, GA, SC, ME, AZ, NH, NC, OR, MN, VT, TX, IA, NY, MI, CT, PA, CA, NJ, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2013537

About Justin Maniscalco

As a Financial Advisor with the Veritas Group, I specialize in the team’s portfolio management, investment due diligence, and financial planning initiatives. Given my background in private markets, a key focus is integrating alternative investments such as private equity, private credit, private real estate, and private infrastructure, where suitable, to enhance our clients' traditional asset allocation strategies.

Before joining the Veritas Group in 2022, I accumulated 8 years of experience in the financial services sector. I started my career with a Wealth Management team at Fidelity Investments. Later, I joined Morgan Stanley's Alternative Investments team, collaborating with financial advisors on the West Coast to develop and expand alternative investment allocations within client portfolios.

The Veritas Group is multi-generational by design. Recognizing the impending wealth transfer between generations on an unprecedented scaled, our team collaborates closely with clients and their families, ensuring a seamless and efficient transition. Leveraging the extensive infrastructure and resources of Morgan Stanley, we offer comprehensive solutions such as tax-efficient investing and gifting strategies, alternative investments, and private banking services. Personally, I am on the relentless pursuit of the truth, both within the investment realm and the authentic needs and aspirations of our clients. This is why our team’s name resonates with me so strongly. I find immense satisfaction in alleviating one of life's most significant concerns - financial security.

I am a graduate of Bentley University, where I earned a Bachelor’s of Science in Finance with a minor in Mandarin. During my time at Bentley, I had the privilege of spending approximately six months studying in Shanghai. I am a CFP® professional, a Chartered Financial Analyst (CFA®) charter holder, and a Chartered Alternative Investment Analyst (CAIA®) charter holder.

My wife and I recently welcomed our daughter, Rosemary, who was born in May 2025. We live in Huntington, NY with our two King Charles Cavaliers, Cooper and Molly. In my spare time, I like to stay physically active and mentally stimulated. I enjoy spending time outdoors with my family, golf, reading, playing chess, studying languages, playing guitar, and rooting for the New York Rangers.

Jackie Robinson once said, “A life is not important except in the impact it has on other lives.” Keeping this sentiment close, I am honored to volunteer with Patrol Base Abbate, a non-profit organization run by and for current service members and veterans.
Securities Agent: AL, OR, WY, DC, SD, VA, MS, NJ, NV, CO, OK, CT, OH, SC, TN, UT, VI, WA, WI, WV, IA, ID, GA, NY, HI, MA, MI, MN, NC, MT, NH, NE, FL, AR, AZ, VT, TX, RI, PR, PA, NM, ND, MO, ME, MD, LA, KY, KS, IN, IL, DE, CA, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 2413426

About Kimberly A. Casper

Originally from Bel Air, Maryland, I bring over 30 years of financial experience to the Veritas Group. Having worked for such firms as Prudential Securities, Wachovia Securities, and Wells Fargo Advisors before joining Morgan Stanley in 2013, provides me with the expertise to anticipate the needs of our clients and introduce them to the services that will best fulfill their needs. I currently hold Series 7 and 63 securities registrations.

As an original member of the Veritas Group, I’m so proud of the team we’ve built and the client relationships we’ve developed. Veritas is more than a team name, it’s an experience. From our in-depth onboarding procedure to our financial planning strategies, we differentiate ourselves from other financial service organizations because we bring to the table a level of client service that is truly exceptional. Building the best team of financial specialists is a task not to be taken lightly. Therefore, we take our time to find the most talented and qualified candidates, so our clients have the best overall financial journey.
Whether onboarding clients, researching a wide variety of requests, or entering orders for alternative investments, helping clients navigate during unpredictable markets while assisting them in reaching their financial goals gives me great satisfaction. I take pride in the fact that I’m extremely detail-oriented, conscientious, and enjoy collaborating with my team on finding new and creative ways to identify financial opportunities.

I live in East Northport with my husband, Kevin, and we have one son, Nicholas. During my free time, I enjoy spending time with Kevin, Nick and his wife Nicolette. I love to read, spend time at the beach, and visit with my family in Maryland. Kevin and I also love to travel to remote areas of the globe. I am a loyal Baltimore Ravens fan, so my family and I try to head back to Charm City at least once each year to catch a Baltimore Ravens home game. I proudly served as an executive committee member for the American Cancer Society’s Relay for Life - Northport/East Northport Chapter from 2009-2014, which raised over $2mm in cancer research. Our family also proudly supports Tunnel to Towers Foundation and St Jude Children’s Research Hospital.

The Power of Partnerships

By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships

About Dana Jordan

Dana Jordan is a Private Banker serving Morgan Stanley Wealth Management offices in New York.

Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

Dana began her career in financial services in 2017 when she joined Morgan Stanley as a Lending Analyst in Private Banking Operations. She most recently returned to the firm in 2022. Prior to joining the firm, she was a Mortgage Professional at JP Morgan Private Bank.

Dana is a graduate of Loyola University Maryland, where she received a Bachelor of Business Administration in Finance She lives in Long Island, New York. Outside of the office, Dana donates her time to the American Legion Auxiliary Unit 1006. She is a Senior Gold Medalist and USFSA (U.S. Figure Skating Association) member, and enjoys partaking in CrossFit.
NMLS#: 1974422

About Angelo Loumbas

Angelo is the Family Office Resources Generalist for Family Office Resources in the New York Metro and New England regions. Angelo provides specialized knowledge to ultra-high net worth clients and their Morgan Stanley Financial Advisors across a broad range of family wealth management issues, including family governance/dynamics, wealth education, strategic estate and financial planning, philanthropy management, lifestyle advisory and customized asset allocation and portfolio construction. Angelo has over twenty-five years experience advising wealthy families, business owners, and philanthropic organizations.

Originally from Chicago, Angelo practiced law for 15 years and represented ultra-high net worth clients and the businesses they owned, as well as major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving.

Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised wealthy clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Specialist within Family Office Resources in Chicago, and finally as a Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed. Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club, in 2009-2010, and now lives in Armonk, New York with his wife, a native New Yorker, and their two children.
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.

Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.

Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

Wealth Management
Global Investment Office

Portfolio Insights

This is a video content

Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact The Veritas Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.

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3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)