Ellis O Moore, CPM®
Senior Vice President, Financial Advisor, Senior Portfolio Management Director
Phone:
(914) 225-5339(914) 225-5339
Industry Award WinnerOur Mission Statement
At the Westchester Group, our mission is your well-being.
Our Mission Is Your Well-Being
We are an experienced team of financial professionals dedicated to helping you preserve and grow your assets, so you can pursue your life goals with greater purpose, passion and confidence.
We focus on what is most important to you, your family and your future and provide the personalized service, skills and resources needed to help you make more informed decisions about your future with greater confidence and less overall risk.
Above all, we commit to helping make a meaningful difference in your life through the delivery of six core beliefs that have become the hallmark of our practice:
• Competence through deep knowledge and experience
• A commitment to investment excellence
• Longstanding relationships across generations
• Exceptional service from day one
• A one-stop shop for all your financial needs
• Market experience dating back to the 1970s
Each of these strengths is detailed in the next tab on our website. We invite you to visit this tab to understand how we deliver a differentiating experience.
We are proud of the personalized service we provide each client and welcome the opportunity to deliver the same level of excellence to you and your family now and for generations to come.
We look forward to speaking with you soon.
We focus on what is most important to you, your family and your future and provide the personalized service, skills and resources needed to help you make more informed decisions about your future with greater confidence and less overall risk.
Above all, we commit to helping make a meaningful difference in your life through the delivery of six core beliefs that have become the hallmark of our practice:
• Competence through deep knowledge and experience
• A commitment to investment excellence
• Longstanding relationships across generations
• Exceptional service from day one
• A one-stop shop for all your financial needs
• Market experience dating back to the 1970s
Each of these strengths is detailed in the next tab on our website. We invite you to visit this tab to understand how we deliver a differentiating experience.
We are proud of the personalized service we provide each client and welcome the opportunity to deliver the same level of excellence to you and your family now and for generations to come.
We look forward to speaking with you soon.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Why Choose Us?
Smart wealth management begins and ends with tailored service and attention to detail. We enjoy working with individuals and families who seek long-term, fully engaged relationships with their advisors and believe the following attributes set us apart from other advisory teams.
Knowledge and Experience
Our team has more than 80 years of collective experience and includes a Certified Portfolio Manager®, a Certified Financial Planner®, a Retirement Income Certified Professional® and a Charter Retirement Plan Consultant®. We believe the more complex your situation, the more valuable we are to you, and the more rewarding your overall experience will be.
Investment Excellence
Investment strategy is at the heart of what we do and one of the most critical services we provide. Working closely with you, we create a customized strategy that applies long-held investment principles to help preserve and grow your assets, while generating income when you need it. Our process has earned us the Five Star Award by Westchester Magazine every year since 2012. Please learn more about this award here:
2025 Five Star Wealth Manager Award
Longstanding Relationships
We are dedicated to building deep and caring relationships with each of our clients. The bonds we form are fundamental to our mission, and it is our goal that they span generations.
Personalized Service
We take the time to get to know you personally, so we may understand the challenges and circumstances surrounding your wealth and create a tailored plan that can easily adapt to changes in your life and new priorities for your wealth.
An Understanding of Risk
Experience has shown us that investors often take on more risk than necessary to accomplish their goals. With market experience dating back to the 1970s, we have managed money in every type of market environment. We remain vigilant in understanding all underlying risks, so we can present the most appropriate recommendations for your situation.
Our Process
Our dynamic and consultative process begins with a deep understanding of where you are today and where you want to go. Working together, we create a thorough plan to help get you there, navigating life’s challenges and helping you make more informed decisions each step of the way.
1: Discovery
• Understand your concerns and identify any challenges unique to your situation
• Learn about your current situation
• Determine how we can help you
• Discuss the importance of a financial plan
• Request important information we’ll need to gather from you
• Schedule our next discussion
• Learn about your current situation
• Determine how we can help you
• Discuss the importance of a financial plan
• Request important information we’ll need to gather from you
• Schedule our next discussion
2: Analysis
• Evaluate your current and future financial situation
• Utilize a variety of planning and risk assessment tools to determine the likelihood of reaching your goals
• Identify appropriate solutions
• “Stress test” each recommendation before formalizing your custom plan
• Utilize a variety of planning and risk assessment tools to determine the likelihood of reaching your goals
• Identify appropriate solutions
• “Stress test” each recommendation before formalizing your custom plan
3: Presentation
• Present your plan in detail, prioritizing activities and establishing timelines
• Your plan includes investment recommendations and other strategies aimed at preserving wealth, minimizing risk and achieving your legacy goals
• Revise your plan accordingly
• Your plan includes investment recommendations and other strategies aimed at preserving wealth, minimizing risk and achieving your legacy goals
• Revise your plan accordingly
4. Implementation
• Upon your approval of the plan, begin to execute each recommendation
• We encourage collaboration with your CPA and estate attorney to help ensure continuity
• Keep you informed at each stage
• We encourage collaboration with your CPA and estate attorney to help ensure continuity
• Keep you informed at each stage
5: Ongoing Service
• Set up tools to provide convenient access to your accounts
• Speak with you regularly to track performance towards your goals
• Discuss changes in your life and adjust your plan and portfolio accordingly
• Speak with you regularly to track performance towards your goals
• Discuss changes in your life and adjust your plan and portfolio accordingly
We are dedicated to providing clients with access to the latest events, hosted by speakers across the firm, as we progress on their financial journey.
Upcoming Events
September 8th, 2025 | American Exceptionalism
Join Morgan Stanley Wealth Management's Chief Investment Officer Lisa Shalett in a conversation with Morgan Stanley Investment Management's Head of Consilient Research for Counterpoint Global Michael Mauboussin as they explore whether the period of American Exceptionalism is coming to an end and discuss key considerations for investors, including:
- The potential impact of elevated federal debt and deficits and structural imbalances in wealth/income inequality on economic growth and inflation
- Key sector trends contributing to the Great Rebalancing, including tech and energy
- The rising importance of an actively managed, diversified portfolio with exposure to global and value-oriented securities
September 8th, 2025 | Navigating Insurance
Hosted by Caroline Gundeck, Head of Client and Field Engagement, and Charline Burgess, Senior Wealth Education Specialist, you will learn about financial concepts, investing, and money management in a fun and interactive way.
Understanding insurance is a crucial step in securing your financial future. In this session, you'll learn about the different types of insurance available, how to evaluate your personal needs, and make informed decisions to ensure you are adequately protected.
September 2nd, 2025 | Housing Insights for the Next Decade
Join us on Tuesday, September 2, at 4:15 p.m. ET, for our AlphaCurrents Macro Expert Webcast to gain a deeper understanding of how housing trends may impact your financial planning and investment portfolios.
Hosted by Ellen Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing, this webcast will feature a panel of experts who will explore the key trends shaping the future of the US housing market, including:
- Anticipated demand for up to 18 million new housing units
- Challenges of affordability
- The shift towards smaller homes and increased rentership
Past Events
August 2025 | Estate Planning Overview: Caregiver Considerations
This session is specifically designed for the "Sandwich Generation". As individuals balancing the dual responsibilities of caring for aging parents and supporting their own children, effective estate planning is crucial. This webcast will provide valuable strategies to manage these unique challenges, ensuring financial security and peace of mind for you and your loved ones.
July 2025 | Health is Wealth: Cultivating Healthy Habits for Longevity and Prosperity
Dr. Kim Henderson, Head of Wealth Management Health & Wellness Education, will provide valuable insights into managing healthcare effectively, emphasizing the importance of investing in preventative care and cultivating healthy habits.
July 2025 | Exclusive Event: Global Tensions & Washington Moves
Join Morgan Stanley Wealth Management's Chief Economic Strategist Ellen Zentner in a conversation with Morgan Stanley Wealth Management's Head of U.S. Policy Monica Guerra & Morgan Stanley's Global Head of Government Relations Michael J. Stein, as they discuss:
- Updates on US Trade and Immigration policy
- The One Big Beautiful Bill Act and its potential implications
- Key developments to monitor over the next 30, 60, and 90 days
June 2025 | The Rise of the Humanoid Economy
Join Wealth Management's Global Head of Thematic & Macro Investing Ellen Zentner for a fireside chat with Morgan Stanley's Head of Global Autos and Shared Mobility Research Adam Jonas for a conversation on the rapid transition of artificial intelligence into the physical world.
Information and Insights
We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. As a result, we are committed to providing you with important information about managing your wealth more effectively in today’s global markets.
We have assembled the following tools and resources that reinforce the fundamental investment strategies and concepts of our practice. We’ve provided links and hope you’ll return often to learn more about the topics that can impact your wealth.
We have assembled the following tools and resources that reinforce the fundamental investment strategies and concepts of our practice. We’ve provided links and hope you’ll return often to learn more about the topics that can impact your wealth.
GIC: On The Markets
Monthly collection of the most timely research and strategy across Morgan Stanley and external partners.
Click Here to Read More
GIC Weekly
This report from Wealth Management Chief Investment Officer Lisa Shalett highlights the GIC's latest thinking on the markets.
View Our Latest GIC Weekly Report
Thoughts On The Market With Mike WIlson
Listen in on Morgan Stanley experts share their perspectives on the forces shaping markets.
Listen To The Latest Episode Here
Morgan Stanley Online
Morgan Stanley Online (MSO) digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps.
Login or Register for MSO
Total Wealth View
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
Total Wealth View
Digital Vault
Digital Vault lets you easily and conveniently manage and share life’s most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings.
Get Started
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
eDelivery Guide
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
Learn More
Preferred Savings Program
Once you open a Morgan Stanley Brokerage Account, you can make the most of your idle cash with our competitive Preferred Savings Program.
Help Keep Your Cash Working for You
Morgan Stanley CashPlus Brokerage Account
Designed as a modern alternative to banking with the capabilities to help you access, move, and manage cash when you need it while enjoying exclusive benefits.
Click to Learn MoreLocation
2000 Westchester Ave 1nc
Purchase, NY 10577
US
Direct:
(914) 225-4939(914) 225-4939
Meet The Westchester Group
Jonathan C Moore, CFP®, RICP®, CRPC®
Senior Vice President, Wealth Management, Financial Advisor, Chartered Retirement Planning Counselor
Phone:
(914) 225-5195(914) 225-5195
Joanna Rrezja
Financial Advisor, Portfolio Manager, Financial Planning Specialist
Phone:
(914) 225-5233(914) 225-5233
Sandrina Vieira
Portfolio Associate
Phone:
(914) 225-4939(914) 225-4939
About Ellis O Moore
Ellis is a founding member of The Westchester Group at Morgan Stanley. He is primarily responsible for discretionary portfolio management and overall investment policy planning and research.
Ellis began his career in financial services in 1970 on the institutional corporate bond desk of Smith Barney, a predecessor firm of Morgan Stanley Smith Barney’s. Prior to his 1981 decision to focus exclusively on individual investors, Ellis served as an institutional corporate bond salesman and sales coordinator and as head corporate bond trader at both Smith Barney and Shearson Hayden Stone, predecessor firms of Morgan Stanley Smith Barney. He was the founder and first manager of Smith Barney’s Corporate Bond Research Department and authored its weekly “Corporate Bond Comments” for several years.
In 1990, Ellis joined the Portfolio Management Group and as of July 2017 managed or helped to advise some $400 million of client assets for the Westchester Group. Ellis integrates financial planning into his investment process to assist in setting risk tolerance and return targets for clients.
Ellis was a founding member of the board of the Portfolio Management Institute, a not-for profit association of Morgan Stanley Smith Barney portfolio managers and served as its first secretary/treasurer from 2004-2010. He was also a member of Morgan Stanley Smith Barney’s proxy voting committee for managed accounts.
During the 1970’s and 1980’s, Ellis became quite active in community service, first as a member of the Board of Appeals and later its Chairman, and thereafter as a member of the Board of Trustees of the Village of Pelham Manor, NY, his home town. He was also President and a member of the Board of Governors of the Shenorock Shore Club of Rye, NY. A Rotarian, Ellis was named a Paul Harris Fellow and has served as President and on the Board of Directors of the Rotary Club of the Pelhams. He has been an active member of the service organization since 1981 and currently chairs the club’s scholarship committee.
A 1970 graduate of Princeton University, Ellis played varsity football for three years and captained the university’s 1969 Ivy League Championship team. He is on the Board of Directors of the Ivy Football Association and currently serves as an advisor to the Princeton Football Association. Ellis earned a Bachelor of Arts degree in history.
Ellis resides in Yorktown Heights, NY, and Raymond, ME, with his wife, Marilyn. They have four children: Jon, also a member of the Westchester Group, Carrie, Michael and Nikki; and six grandchildren, Natasha, Leo, Maxwell, Nathan, Stella and Natalie. In their leisure time, the Moore’s enjoy reading, travel, and exercise.
Ellis began his career in financial services in 1970 on the institutional corporate bond desk of Smith Barney, a predecessor firm of Morgan Stanley Smith Barney’s. Prior to his 1981 decision to focus exclusively on individual investors, Ellis served as an institutional corporate bond salesman and sales coordinator and as head corporate bond trader at both Smith Barney and Shearson Hayden Stone, predecessor firms of Morgan Stanley Smith Barney. He was the founder and first manager of Smith Barney’s Corporate Bond Research Department and authored its weekly “Corporate Bond Comments” for several years.
In 1990, Ellis joined the Portfolio Management Group and as of July 2017 managed or helped to advise some $400 million of client assets for the Westchester Group. Ellis integrates financial planning into his investment process to assist in setting risk tolerance and return targets for clients.
Ellis was a founding member of the board of the Portfolio Management Institute, a not-for profit association of Morgan Stanley Smith Barney portfolio managers and served as its first secretary/treasurer from 2004-2010. He was also a member of Morgan Stanley Smith Barney’s proxy voting committee for managed accounts.
During the 1970’s and 1980’s, Ellis became quite active in community service, first as a member of the Board of Appeals and later its Chairman, and thereafter as a member of the Board of Trustees of the Village of Pelham Manor, NY, his home town. He was also President and a member of the Board of Governors of the Shenorock Shore Club of Rye, NY. A Rotarian, Ellis was named a Paul Harris Fellow and has served as President and on the Board of Directors of the Rotary Club of the Pelhams. He has been an active member of the service organization since 1981 and currently chairs the club’s scholarship committee.
A 1970 graduate of Princeton University, Ellis played varsity football for three years and captained the university’s 1969 Ivy League Championship team. He is on the Board of Directors of the Ivy Football Association and currently serves as an advisor to the Princeton Football Association. Ellis earned a Bachelor of Arts degree in history.
Ellis resides in Yorktown Heights, NY, and Raymond, ME, with his wife, Marilyn. They have four children: Jon, also a member of the Westchester Group, Carrie, Michael and Nikki; and six grandchildren, Natasha, Leo, Maxwell, Nathan, Stella and Natalie. In their leisure time, the Moore’s enjoy reading, travel, and exercise.
Securities Agent: NH, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262052
NMLS#: 1262052
About Jonathan C Moore
Jon Moore joined the Westchester Group at Morgan Stanley in August, 2009 and is in charge of financial planning for the group. He joins his father Ellis Moore, Jr., a Senior Vice President and founding member of the group, in using financial planning as a basis for working to help meet client goals and objectives.
Upon attaining a Bachelor of Arts with honors at Syracuse University, Jon entered the financial services industry in 1996 working at Smith Barney. Within 2 years he was managing the creation, production and training for the financial planning software platform used by the firm. Over time, this developed into a role as director of strategy and development for the subsequent generation of Smith Barney’s financial planning software platform.
After many years engaged in financial planning on a theoretical level, Jon realized that his real passion lies in working directly with people in this capacity; he deeply enjoys drawing from his wealth management experience to provide personally crafted strategies that help individuals and families establish and meet their life and financial goals. His background allows him to work from a broad based, holistic financial planning platform that goes well beyond that of the casual practitioner.
Jon believes that asset management is best conducted not as an abstract exercise, but as a specific response to the particular needs and financial landscape of a client; as such, Jon works closely with Ellis to help design and implement financial life plans integrated with informed portfolio management.
As a CFP® certificant, Jon has successfully completed the rigorous education, examination, experience and ethics requirements required by the Certified Financial Planner Board of Standards, an independent professional regulatory organization. As such, he holds himself to and is held to the highest standards of ethics and competency for his clients. Jon’s enjoyment of working with those who are currently or will soon be retired has also led him to obtain his certification as a Chartered Retirement Planning CounselorSM and Retirement Income Certified Professional®.
Jon lives in Ridgefield, CT with his wife Lisa, his son Leo and his daughter Stella. In his free time, Jon coaches wrestling and t-ball, and enjoys obstacle racing.
Upon attaining a Bachelor of Arts with honors at Syracuse University, Jon entered the financial services industry in 1996 working at Smith Barney. Within 2 years he was managing the creation, production and training for the financial planning software platform used by the firm. Over time, this developed into a role as director of strategy and development for the subsequent generation of Smith Barney’s financial planning software platform.
After many years engaged in financial planning on a theoretical level, Jon realized that his real passion lies in working directly with people in this capacity; he deeply enjoys drawing from his wealth management experience to provide personally crafted strategies that help individuals and families establish and meet their life and financial goals. His background allows him to work from a broad based, holistic financial planning platform that goes well beyond that of the casual practitioner.
Jon believes that asset management is best conducted not as an abstract exercise, but as a specific response to the particular needs and financial landscape of a client; as such, Jon works closely with Ellis to help design and implement financial life plans integrated with informed portfolio management.
As a CFP® certificant, Jon has successfully completed the rigorous education, examination, experience and ethics requirements required by the Certified Financial Planner Board of Standards, an independent professional regulatory organization. As such, he holds himself to and is held to the highest standards of ethics and competency for his clients. Jon’s enjoyment of working with those who are currently or will soon be retired has also led him to obtain his certification as a Chartered Retirement Planning CounselorSM and Retirement Income Certified Professional®.
Jon lives in Ridgefield, CT with his wife Lisa, his son Leo and his daughter Stella. In his free time, Jon coaches wrestling and t-ball, and enjoys obstacle racing.
Securities Agent: IA, IN, VT, ME, NH, DC, GA, IL, KY, MA, NC, MD, NY, NJ, RI, SC, VA, WI, TX, CA, CT, DE, AZ, WA, TN, PA, OR, OK, OH, LA, FL, CO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278796
NMLS#: 1278796
About Joanna Rrezja
Joanna Rrezja is a Financial Advisor and Financial Planning Specialist at The Westchester Group. She began her career in financial services at Morgan Stanley in 2019, joining The Westchester Group in 2021. Her primary responsibilities include establishing and maintaining client relationships, with a special focus on financial planning to help meet client goals and objectives.
Like many, Joanna has had more than one successful career. After graduating from Pace University with a BBA in Finance, she spent years in luxury retail management, managing store for top brands like Saks Fifth Avenue, Alice + Olivia, and Vince. Her entrepreneurial spirit led her to launch Marak Boutique in 2019, an evening wear boutique in Dobbs Ferry, NY.
Her retail career began in sales as a Style Advisor. Much like a Financial Advisor builds portfolios for their clients based on their unique goals, risk appetite, and the financial climate, Joanna helped her clients with their fashion investments by building a wardrobe based on their lifestyle and body type. Her clients trusted her as their personal style expert, advising on fashion trends, and then personalizing them to fit their needs. However as she began moving up the ranks from sales to management and her responsibilities shifted to coaching and development of her staff, Joanna soon realized she missed her favorite part of the job - the client relationship aspect of retail sales. Her decision to pursue a career as a Financial Advisor was a natural transition based on her interest in helping others, seeing a need and desiring to meet it.
As a woman and first generation American born to Albanian immigrants, Joanna knows first-hand the challenges many face when planning for their future and reaching for financial independence. She is passionate about financial coaching and empowering women with financial literacy, with a special emphasis on divorcees. Joanna’s unique experiences and broad perspectives bring both the knowledge and empathy needed to help clients financially achieve what is most important to them. Once she has a complete understanding of her clients’ goals, Joanna then works closely with Ellis and Jon to help design and implement financial life plans integrated with informed portfolio management.
Outside of work, Joanna enjoys reading and getting outdoors. She has a keen interest in learning about different cultures, frequently traveling abroad. Originally from Westchester, Joanna now lives in New York City and is an Ursuline School alumna.
Like many, Joanna has had more than one successful career. After graduating from Pace University with a BBA in Finance, she spent years in luxury retail management, managing store for top brands like Saks Fifth Avenue, Alice + Olivia, and Vince. Her entrepreneurial spirit led her to launch Marak Boutique in 2019, an evening wear boutique in Dobbs Ferry, NY.
Her retail career began in sales as a Style Advisor. Much like a Financial Advisor builds portfolios for their clients based on their unique goals, risk appetite, and the financial climate, Joanna helped her clients with their fashion investments by building a wardrobe based on their lifestyle and body type. Her clients trusted her as their personal style expert, advising on fashion trends, and then personalizing them to fit their needs. However as she began moving up the ranks from sales to management and her responsibilities shifted to coaching and development of her staff, Joanna soon realized she missed her favorite part of the job - the client relationship aspect of retail sales. Her decision to pursue a career as a Financial Advisor was a natural transition based on her interest in helping others, seeing a need and desiring to meet it.
As a woman and first generation American born to Albanian immigrants, Joanna knows first-hand the challenges many face when planning for their future and reaching for financial independence. She is passionate about financial coaching and empowering women with financial literacy, with a special emphasis on divorcees. Joanna’s unique experiences and broad perspectives bring both the knowledge and empathy needed to help clients financially achieve what is most important to them. Once she has a complete understanding of her clients’ goals, Joanna then works closely with Ellis and Jon to help design and implement financial life plans integrated with informed portfolio management.
Outside of work, Joanna enjoys reading and getting outdoors. She has a keen interest in learning about different cultures, frequently traveling abroad. Originally from Westchester, Joanna now lives in New York City and is an Ursuline School alumna.
Securities Agent: WA, WI, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 2151733
NMLS#: 2151733
About Sandrina Vieira
Sandrina V. Freitas is a Senior Client Service Associate with The Westchester Group at Morgan Stanley, in Purchase NY. She provides support to both clients and the entire team. Her responsibilities include coordinating client meetings, preparing reports, overseeing client service and managing the administrative responsibilities of the team.
Prior to joining Morgan Stanley, Sandrina was a Registered Private Client Associate & Operations Manager at Janney Montgomery Scott, LLC, in Purchase, NY for 14 years. She is a registered sales assistant and obtained her Series 7 & 63 in 2010.
Sandrina earned her Bachelor of Science degree from St. Thomas Aquinas College in Sparkill, NY. She majored in Psychology and minored in language arts. She speaks English, Portuguese and Spanish fluently.
Sandrina has lived in Westchester, NY her whole life. She dedicates most of her free time to what she calls Paying It Forward, by helping local individuals in need and various organizations in her community. To name a few: She is the NY PARP Reading Advocacy Coordinator for the Hendrick Hudson School District. She has been a drop-off location for Toys for Tots for the past 8 Years. She also works with various groups to provide food, clothing and toiletries to the homeless of NYC; and volunteers at homeless shelters, cooking and serving food. She is also a Portuguese School Teacher to children from Kindergarten to 3rd grade and runs the Youth Program at The Portuguese American Culture center of the Tarrytown's.
Prior to joining Morgan Stanley, Sandrina was a Registered Private Client Associate & Operations Manager at Janney Montgomery Scott, LLC, in Purchase, NY for 14 years. She is a registered sales assistant and obtained her Series 7 & 63 in 2010.
Sandrina earned her Bachelor of Science degree from St. Thomas Aquinas College in Sparkill, NY. She majored in Psychology and minored in language arts. She speaks English, Portuguese and Spanish fluently.
Sandrina has lived in Westchester, NY her whole life. She dedicates most of her free time to what she calls Paying It Forward, by helping local individuals in need and various organizations in her community. To name a few: She is the NY PARP Reading Advocacy Coordinator for the Hendrick Hudson School District. She has been a drop-off location for Toys for Tots for the past 8 Years. She also works with various groups to provide food, clothing and toiletries to the homeless of NYC; and volunteers at homeless shelters, cooking and serving food. She is also a Portuguese School Teacher to children from Kindergarten to 3rd grade and runs the Youth Program at The Portuguese American Culture center of the Tarrytown's.
Contact Ellis O Moore
Contact Jonathan C Moore
Contact Joanna Rrezja
Awards and Recognition
Five Star Wealth Advisor
Source: fivestarprofessional.com (Awarded 2025) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2025 Award: 9/18/2024 - 2/28/2025
2024 Award: 9/12/23 - 3/29/24
2023 Award: 9/12/22 - 3/31/23
2022 Award:10/11/21 - 4/8/22
2021 Award: 9/14/20 - 4/23/21
2020 Award: 10/14/19 - 4/24/20
2019 Award: 10/9/18 - 5/3/19
2018 Award: 10/23/17 - 5/10/18
2017 Award: 10/21/16 - 5/8/17
2016 Award: 12/7/15 - 5/11/16
2015 Award: 12/7/14 - 5/11/15
2014 Award: 12/7/13 - 5/11/14
2013 Award: 12/7/12 - 5/11/13
2012 Award: 12/7/11 - 5/11/12
Evaluation periods for all Five Star awards, broken down by market, can be found at https://www.fivestarprofessional.com/wmdisclosures
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
Marianne Murphy
Private Banker
About Marianne Murphy
Marianne Murphy is a Private Banker serving Morgan Stanley Wealth Management offices in New York and Connecticut.
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.
Marianne began her career in financial services in 2015 and joined Morgan Stanley in 2018 as an Associate Private Banker in Midtown Manhattan. Prior to joining the firm, she was a Commercial Credit Underwriting Officer at BNB Bank.
Marianne is a graduate of the Saint Francis College, where she received a Bachelor of Science in Economics and Finance. She lives in South Norwalk, Connecticut with her husband. Outside of the office, Marianne enjoys kayaking and is always catching the latest released movies or Yankees game.
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.
Marianne began her career in financial services in 2015 and joined Morgan Stanley in 2018 as an Associate Private Banker in Midtown Manhattan. Prior to joining the firm, she was a Commercial Credit Underwriting Officer at BNB Bank.
Marianne is a graduate of the Saint Francis College, where she received a Bachelor of Science in Economics and Finance. She lives in South Norwalk, Connecticut with her husband. Outside of the office, Marianne enjoys kayaking and is always catching the latest released movies or Yankees game.
NMLS#: 1732135
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
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
Wealth Management
From Our Team
Promoting Healthy Longevity
Wealth Management
Global Investment Office
Portfolio Insights
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
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A Simple Six-Step Retirement Checkup
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Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
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- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
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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’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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
4Morgan 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.
5Products 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.
6Alternative 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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.
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. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
4Morgan 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.
5Products 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.
6Alternative 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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.
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. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
