Our Story and Services

The team provides cutting edge guidance and unique customized plans to high-net-worth individuals and families to enable them to achieve their personal and financial goals. The group brings together a wealth management team with over 60 years of combined financial services experience. Steven and Michael showcase their unparalleled work ethic and commitment to their clients everyday while exhibiting an affinity for following the markets and current events. They advise individuals in the wealth accumulation phase and wealth preservation phase of their lives in the New York Metropolitan area and across the country. The team's insight on a wide range of topics cultivated through years in the industry provide clients with a level of knowledge and guidance rarely available to an individual investors.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Investor Resources

Here we have some insightful articles that give a deeper look into our services.

    Valuable Tools and Resources

    Here are some digital tools and services that can help you with asset management and protection.

      RESEARCH

      Here at Morgan Stanley, we provide our clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
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        Thoughts on the Market Podcast
        Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
        Listen Here
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        GIC Weekly Report
        The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
        Read Here
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        Wealth Management Audiocast
        Check out our recent market update audiocasts, including the latest from Wealth Management Chief Investment Officer: Lisa Shalett.
        Listen Here
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        On the Markets Monthly Research Report
        Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
        Read the Latest Report Here

      Upcoming Firm Events

      The Lessons in Leadership Virtual Event Series will continue throughout 2025.

      Check back soon for details on upcoming events.

      Location

      2000 Westchester Ave
      1nc
      Purchase, NY 10577
      US
      Direct:
      (914) 225-0700(914) 225-0700

      Meet The Westchester Highridge Group

      About Steven Taub

      Steven Taub is a seasoned and accomplished Financial Advisor, boasting over 30 years of experience in the securities industry. With his wealth management expertise and a proven track record, he has consistently demonstrated a remarkable ability to navigate the global markets, guiding clients towards achieving their financial goals.

      Steven's approach is rooted in trust and open communication, creating a goals-driven environment where clients feel confident in his guidance. His extensive network of satisfied clients is a testament to his dedication to their financial success. As the Executive Director and Co-Founder of the Westchester High Ridge Group at Morgan Stanley, Steven has established a reputation for delivering exceptional results and providing comprehensive financial solutions.

      Before joining Morgan Stanley, Steven served as a financial advisor at Citi for 16 years, where he built a strong reputation for his strategic insights and unwavering commitment to client success. His deep understanding of complex financial products allows him to tailor solutions that align with the unique needs of each client.

      Beyond his successful professional career, Steven is a devoted father and husband. He also enjoys listening to music and engaging in various sports such as tennis, and boxing.

      With his extensive experience, expertise in wealth management, and dedication to client success, Steven Taub stands out as a trusted advisor in the finance industry. His commitment to open communication, tailored solutions, and unwavering support makes him a valuable asset to The Westchester Highridge Group and a reliable partner for clients seeking to secure their financial future.
      Securities Agent: AK, SD, NE, VA, TX, IL, CT, NV, CO, OH, NY, NJ, NH, CA, AZ, WI, OR, FL, DE, TN, NC, MI, MA, PA, GA; General Securities Representative; Investment Advisor Representative
      NMLS#: 1814725

      About Michael St. Hilaire

      Michael excels in his position as Vice President, Financial Advisor and Co-Founder of The Westchester Highridge Group. With a career of over 28 years and the Certified Financial Planner (CFP) designation, he has established himself as a trusted and knowledgeable professional in the industry.

      As a Financial Advisor and Portfolio Manager, he has an aptitude and love for helping clients build and protect their wealth. He believes that even the most sophisticated investors benefit from the guidance and expertise of a portfolio manager. While his clients tend to have a good understanding of markets and investing already, they rely on him to coach them through investment decisions and educate them about unique opportunities. To him, clients’ income level and industry are far less important than their eagerness to learn and steward their wealth wisely. Whether he’s helping families in their primary earning years build a strong foundation or retired individuals distribute their wealth strategically, he always aims to offer an informed path forward.

      Outside of the office, Michael enjoys hiking and running in his local Westchester community. Regardless of the setting, he remains passionate about delivering outstanding results in all aspects of his life.
      Securities Agent: NV, TX, NY, NH, CA, AZ, NJ, NE, IL, CO, AK, NC, MA, FL, DE, OH, PA, OR, MI, GA, WI, TN, CT, SD, VA; General Securities Representative; Investment Advisor Representative
      NMLS#: 1814718

      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 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.
      NMLS#: 1732135
      Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and 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

      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
      Iran Conflict: Seven Takeaways for Investors
      Article Image

      Iran Conflict: Seven Takeaways for Investors

      Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

      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
      The Adaptive Family Office: A Framework for Alignment Amid Change
      Article Image

      The Adaptive Family Office: A Framework for Alignment Amid Change

      A modern family office is often described as a set of functions-investments, governance, operations, risk management and family priorities-managed in parallel. In practice, it behaves more like a single, interdependent system. When one element moves,
      Ready to start a conversation? Contact The Westchester Highridge Group today.
      Market Information Delayed 20 Minutes
      Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

      1Alternative 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.

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

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      2Morgan 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

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      3Morgan 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.

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      4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
      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 and other legal matters.

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      5When 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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      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.

      Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

      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), 4763067 (9/2025)