The Weiss Reitman Wealth Management Group at Morgan Stanley

Michael is intensely focused on helping clients navigate complex financial situations in order to help to improve their lives. His objective is to become a meaningful part of his client’s lives through the advice, intellectual capital, and the thoughtful approach that he takes.

Michael is a founding member of The Weiss Reitman Group at Morgan Stanley.
He has extensive experience serving the needs of those with significant wealth. Michael's focuses include longer term financial planning such as tax strategies, estate planning, and wealth preservation, as well as more immediate planning for stock options and executive compensation.



Michael holds the following designations or certifications:

CERTIFIED FINANCIAL PLANNER designation CFP^® from the CFP Board of Standards.

The Certified Investment Analyst CIMA^® certification, administered by the Investments and Wealth Institute and taught in conjunction with the Wharton School, University of Pennsylvania.

The Certified Private Wealth Advisor CPWA^® certification, administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business.

Certified Portfolio Manager designation from Columbia University and The Academy of Certified Portfolio Managers, ACPM ^®


Michael has been a volunteer for more than 2 decades at the Jericho Partnership, an inner city ministry working with the underprivileged in Danbury, CT. He also has served on the development board of Danbury Hospital and the Western Connecticut Health Network. Michael is active in his church and has served in leadership roles for the Boy Scouts.

Married for more than 30 years, Michael and his wife Linda have two adult children and live in New Milford, CT. Their son Michael is a member of The Weiss Reitman Group at Morgan Stanley, and daughter Jennifer is an international tax and finance specialist in NYC

A fishing enthusiast, Michael has traveled over the world to experience fishing in a variety of different locations. He also enjoys cooking for his family and choosing just the right wine pairing.

Mark’s focus is on the relationships he has with clients. Watching clients reach their goals, and being able to play a meaningful part of their lives, fuels his passion for this business.

He is a founding member of The Weiss Reitman Group at Morgan Stanley, and
has more than two decades of experience focusing on complex wealth management strategies aimed at helping clients meet their unique objectives. Mark applies his extensive knowledge to advising individuals, specializing in Retirement Planning, as well as delivering retirement plan strategies for institutional clients.

Mark graduated from Delaware Valley of College with a Bachelor of Science degree. He also holds the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning.

Mark is a member of Save the Bay – Rhode Island, is a supporter of Clean Ocean Access – Rhode Island, and is a member The Point Association in his local community. Mark is an avid boater and saltwater fisherman, and also enjoys fitness, gardening, and the beach. He and his wife have two adult children.

Michael spent the first 6 years of his career at Lord Abbett, providing investment solutions to financial advisors and gaining a deep understanding of the financial services industry. In 2017 Michael joined the Weiss Reitman Group at Morgan Stanley.

Michael says one of the most rewarding and energizing parts of his role now is working with people planning to make the leap into retirement. It can take a long time to learn about all the considerations that go into a person or family’s retirement plan, but watching that plan come together into a confident retirement is a fantastic feeling.

Michael also spends a significant amount of time working with successful younger professionals and entrepreneurs planning wealth accumulation and investment strategies for financial independence down the road. He believes that as our clients' careers and personal wealth grow more sophisticated new investment options become available which create both opportunities and responsibilities.
Michael has been an avid skier his entire life, a passion that has brought him to mountains around the world. More recently, Michael has gotten very into mountain biking and spends many weekends and summer nights pursuing that new passion.

Michael holds a bachelor of science in Economics from Roger Williams University.

Phil enjoys being able to provide in-depth financial and portfolio analyses as well as recommendations to improve the financial lives of others.

Phil began his career over 30 years ago at a mutual fund company as a sales representative providing financial solutions to clients based on their circumstances. He successfully rose to the executive offices as a Vice President in their National Sales Department providing education and training to financial advisors on product and solution options and was a sales supervisor. He later served as a Chief Compliance Officer, Anti-Money Laundering Officer and Business Continuity Officer for two financial services companies in New York City before joining The Weiss Reitman Group at Morgan Stanley in 2010.

As a Consulting Group Analyst, Phil designs asset allocation proposals, prepares tailored reporting for clients, and is responsible for matters of technical policy and standards, and performance measurements. He also prepares individualized analysis and recommendations regarding client situations.

Phil graduated from King’s College with a Bachelor of Science in Business and minor in Mathematics. Phil holds the CERTIFIED FINANCIAL PLANNERTM designation (CFP^®).

Phil enjoys gardening, hiking, canoeing and fishing. He volunteers his time to the Boy Scouts and sits on a Troop Committee. He is also a Lector at church and volunteers his time at various church activities.

Phil and his wife live in Fairfield County and have been married for 27 years. They have two daughters who are in college.

Mary began her career in financial services in the Operations Department at Morgan Stanley, later becoming a Client Service Associate. She has always enjoyed client relationships and being able to help others with their needs and questions.
Mary is responsible for account maintenance, administration and ensuring that day-to-day operations run smoothly. She assists clients with their online access needs and supports the team, assisting in preparing for team meetings.
Mary was an English and education major in college, graduating from Florida Atlantic University. After graduating she spent 8 years as an English teacher.
When not at work, Mary enjoys family activities, and working in her extensive garden. She has two adult children and lives in Danbury, CT.

Nicole graduated from the University of Connecticut with a Bachelor of Science degree in Marketing. Before raising her children, she worked in purchasing for a technology company. Just prior to coming onboard with Morgan Stanley, Nicole worked for a local plumbing business as well as her church.
Nicole is responsible for account maintenance, administration, processing of client documents and provides support to the team. While this is a new role in a new industry for Nicole, interacting with and helping people has always been a part of what she likes most about all the positions she has held.
Nicole enjoys spending time with family and friends, a good read, gardening and she aspires to becoming more of a traveler. A few destinations on her list include Europe, the Mediterranean region and Iceland.
Both natives of Connecticut, Nicole and her husband have lived in Fairfield County for over 15 years. They have three adult children.