Our Team at Morgan Stanley 522 Fifth Avenue Market

About John Palazzetti

John Palazzetti has more than 30 years of industry experience. Prior to returning to Morgan Stanley as Market Executive of one of the most well respected Markets in the industry, John served as President of Park Avenue Securities, a subsidiary of Guardian Life Insurance Co. of America. With the broad scope of investment capabilities clients require, and a diverse offering of protection and growth solutions, he set the strategy to offer superior service and support – Transition Team, Business Development, Research & Portfolio Analysis Team – to ensure both Financial Professionals and their clients can achieve financial success. Before Park Avenue Securities, John was Head of Private Banking and Advisory, and President of Fieldpoint Private Securities overseeing the wealth management strategy and execution of the private bank business.

His previous years were spent with Morgan Stanley and its predecessor firms in progressively responsible sales, business, and leadership roles having spent much of his career in the field. In his last role at Morgan Stanley, John was Director of Professional Development and responsible for the professional growth of the firm’s field management, financial advisors and home office employees. Prior to MS, he served as Chief Administrative Officer of Smith Barney, overseeing the firm’s retail branch system of more than 12,000 financial advisors.

John enjoyed his time in the various corporate roles; however he realized his real passion was being in a branch working with clients, advisors and support staff. He has spent a good portion of his career managing branches for Smith Barney throughout the North East. He began his career as a Financial Advisor after graduating with his BA from Pace University.

John, his wife Lisa and three children Ryan, Victoria and Ali live in New Jersey. During their free time they enjoy sports and travel.

About J. Kai Gilletti

J. Kai Gilletti is a Business Service Manager for the 5th Avenue Complex. He joined Morgan Stanley in 2007 after spending several years as the Operations Manager for a mortgage banker in New Jersey. In his tenor at the firm, Kai has also served as a Business Development Director for one of the top Private Wealth Management teams in the firm and as a Business Service Manager for the Park Ave Plaza Complex. As a Service Manager, Kai has been recognized for his ability to manage, lead, encourage, and develop his teams. He runs the Support Professional meetings for the 5th Avenue Complex, was selected to coordinate CSA Coach Calls for the Region, and was chosen to run breakout training sessions for the firm’s inaugural Support Professional Academy in Orlando.

Kai continually seeks to improve client service and is dedicated to providing first-class service in a first-class way. He is a practical problem-solver and enjoys the challenge of getting things right for the company and the client, whatever the challenges.

Kai holds a Bachelor’s of Arts in Psychology from the University of Rhode Island. He has his FINRA 7, 66, 31, 9, 10, and 3 licenses. He resides in New Jersey with his wife and son. Outside of the office, Kai enjoys physical fitness, coaching youth wrestling, traveling, and spending time with his family.

About Jeremy Autry

Jeremy Autry is the Associate Market Manager for the 5th Avenue Market. He brings 25 years of financial services experience, both working in partnership with Financial Advisors and Planners, as well as serving the financial needs of individuals and families.

Prior to joining Morgan Stanley, Jeremy held roles in sales, leadership, financial planning, and wholesale distribution. His professional passion is helping financial professionals leverage the full breadth of Morgan Stanley, so that they can tailor solutions to complex client needs. He believes financial planning is the foundation of the strongest relationships and the context for smart investment decisions.

Jeremy received his Bachelor’s degree from the University of Connecticut. He also is a CERTIFIED FINANCIAL PLANNER™.

He is originally from Southern California, where he grew up with a passion for the outdoors. He enjoys snowboarding, cycling, fishing, and when the time allows, mountaineering. He currently resides in Fairfield, CT with his wife and two sons. As a family, they have a passion for travel and good meals.

About Mary O'Hara

Mary began her career at Morgan Stanley in Consulting Group ("CG") as a Field Support Service Product Specialist. In that role, she worked directly with advisors and associates throughout Wealth Management and Private Wealth Management, educating and assisting them on various products, policies, and procedures pertaining to the CG platform. She also guided advisors through matters involving account opening, proposals for active clients and prospects, and trading of managed accounts.

In her current role as Branch Administrator, Mary creates an open line of communication between the local management team and the vast network of advisors and sales support in the branch. She not only ensures that all teams are operating efficiently and effectively, but also promotes the initiatives set forth by the branch and complex leadership.

In 2020, Mary graduated from Florida Atlantic University in Boca Raton, FL where she earned a Bachelor’s Degree in Finance and played Division 1 soccer. Mary resides in Manhattan, and in her free time, she enjoys playing soccer and tennis, as well as going to the beach with her family and friends.

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5th Avenue Branch

Find a Financial Advisor

Branch Address

55 East 52nd Street 10th
Fl
New York, NY 10055
US
Branch:
(212) 603-6100(212) 603-6100
Fax:
(212) 765-1057(212) 765-1057

Branch Manager

Clint Clifford
Phone:
(212) 603-6153(212) 603-6153
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Branch Address

55 East 52nd Street 10th
Fl
New York, NY 10055
US
Branch:
(212) 603-6100(212) 603-6100
Toll-Free:
(800) 843-0211(800) 843-0211
Fax:
(212) 765-1057(212) 765-1057

Branch Manager

Nik Totaro
Phone:
(212) 603-6153(212) 603-6153
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Branch Address

1 Penn Plaza 43rd
Fl
New York, NY 10119
US
Branch:
(212) 643-5700(212) 643-5700
Toll-Free:
(800) 223-4565(800) 223-4565
Fax:
(212) 714-2546(212) 714-2546

Branch Manager

Bernardo F. Duque
Phone:
(212) 643-5800(212) 643-5800
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522 Fifth Avenue Branch

Find a Financial Advisor

Branch Address

55 East 52nd Street 10th
Fl
New York, NY 10055
US
Branch:
(212) 296-0666(212) 296-0666
Toll-Free:
(888) 368-5351(888) 368-5351
Fax:
(212) 296-1074(212) 296-1074

Branch Manager

Nik Totaro
Phone:
(212) 296-1968(212) 296-1968
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1When 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.

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

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2Tax laws are complex and are subject to change. 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. 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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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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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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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan 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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8Morgan 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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9Tax laws are complex and are subject to change. 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. 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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10Morgan 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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11Morgan 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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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

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