Phone:
(516) 227-5649(516) 227-5649
Vincent Stasi and Yong Li at Morgan Stanley
Direct:
(516) 248-8600(516) 248-8600
Toll-Free:
(800) 645-8600(800) 645-8600
Our Mission Statement
Understanding the unique needs of high-net-worth clients like you
Our Story and Services
Whether you’re building a business, planning for retirement or setting your bucket-list goals, you need a Financial Advisor on your side.
Our wealth management team takes time to learn what’s most important to you. We then work with you to create a comprehensive wealth strategy. From there, we can suggest realistic financial solutions to help you meet your goals.
As your wealth management team, we’ll walk with you through the various stages of life. If your financial plans change, or the market shifts, we’ll help adjust your accounts. Our aim: to keep you on course toward your most important life goals.
Our wealth management team takes time to learn what’s most important to you. We then work with you to create a comprehensive wealth strategy. From there, we can suggest realistic financial solutions to help you meet your goals.
As your wealth management team, we’ll walk with you through the various stages of life. If your financial plans change, or the market shifts, we’ll help adjust your accounts. Our aim: to keep you on course toward your most important life goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(516) 248-8600(516) 248-8600
Toll-Free:
(800) 645-8600(800) 645-8600
Meet Vincent Stasi and Yong Li
Vice President, Wealth Management, Financial Advisor, Financial Planning Associate, Workplace Advisor – Equity Compensation
Phone:
(516) 227-5645(516) 227-5645
Babita Veeria
Senior Client Service Associate
Phone:
(516) 227-5655(516) 227-5655
About Vincent Stasi, Jr.
Vince is a Financial Advisor with planning experience that spans 40 years. He advises individual, corporate, and nonprofit clients in such areas as investment management, retirement planning, trusts and estates, and employee stock option planning.
Vince supports his clients in their main goals of protecting their principal and preserving their wealth. He helps guide his clients during periods of volatility in the financial markets.
In collaboration with experts within Morgan Stanley, Vince designs custom strategies for his clients in several areas: professional money managers, trusts and gifting, and tax-exempt investments. Vince has insurance licenses in life, health, disability, annuities and long-term care, and he conducts reviews of his clients’ insurance coverage.
Vince received his MBA from The Wharton Graduate School in Philadelphia, PA and his BA in political science from Rutgers University in NJ. He has professional experience as an executive in the corporate and nonprofit sectors and as a family business owner. Vince is married and lives on the North Shore of Long Island with his wife, Suze, and his daughter, Elena.
Vince is a professional with a clear and focused mission:
• Give my clients the best advice I can.
• Build long-term relationships with my clients.
• Offer my services at a fair and competitive fee.
• Improve and broaden my skills as a financial advisor.
Vince supports his clients in their main goals of protecting their principal and preserving their wealth. He helps guide his clients during periods of volatility in the financial markets.
In collaboration with experts within Morgan Stanley, Vince designs custom strategies for his clients in several areas: professional money managers, trusts and gifting, and tax-exempt investments. Vince has insurance licenses in life, health, disability, annuities and long-term care, and he conducts reviews of his clients’ insurance coverage.
Vince received his MBA from The Wharton Graduate School in Philadelphia, PA and his BA in political science from Rutgers University in NJ. He has professional experience as an executive in the corporate and nonprofit sectors and as a family business owner. Vince is married and lives on the North Shore of Long Island with his wife, Suze, and his daughter, Elena.
Vince is a professional with a clear and focused mission:
• Give my clients the best advice I can.
• Build long-term relationships with my clients.
• Offer my services at a fair and competitive fee.
• Improve and broaden my skills as a financial advisor.
Securities Agent: DC, UT, NJ, NC, KS, CT, CO, PA, TX, PR, MD, GA, FL, VT, SC, NV, NY, MA, IL, NH, MI, CA, WI, VA, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1288395
NMLS#: 1288395
About Yong K. Li
With 20 years of industry experience, Yong is firmly committed to developing long-term relationships with his clients. Trust, understanding, and values are the backbone of all his client relationships. Yong’s focus is to help his clients set clear goals for their investments and develop a roadmap to achieve their objectives. His time is either spent on meetings with his clients to define their goals or with fund managers to understand their investment philosophy.
Prior to joining Morgan Stanley Smith Barney in July 2005, Yong worked as an analyst for New England Financial’s Financial Advisory Network. His focus was primarily on financial and estate planning for the partners of the “Big 5” accounting firms and CPAs nationwide.
Yong is passionate about Boston College football and has traveled to many home games at Chestnut Hill since 2000. He graduated from Boston College with a dual degree in Finance and Philosophy. Yong is team leader of Slugger NYC and annual walker for the March for Babies. Yong is happily married to his wife Katie and enjoys his free time playing with his children Jack and Caroline. He currently resides in Forest Hills, NY.
Prior to joining Morgan Stanley Smith Barney in July 2005, Yong worked as an analyst for New England Financial’s Financial Advisory Network. His focus was primarily on financial and estate planning for the partners of the “Big 5” accounting firms and CPAs nationwide.
Yong is passionate about Boston College football and has traveled to many home games at Chestnut Hill since 2000. He graduated from Boston College with a dual degree in Finance and Philosophy. Yong is team leader of Slugger NYC and annual walker for the March for Babies. Yong is happily married to his wife Katie and enjoys his free time playing with his children Jack and Caroline. He currently resides in Forest Hills, NY.
Securities Agent: CT, SC, NY, MA, VA, NC, MI, MD, TN, OH, NV, MO, IL, CA, AZ, TX, PA, NJ, GA, FL, WI, PR, DC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265196
NMLS#: 1265196
Contact Vincent Stasi, Jr.
Contact Yong K. Li
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
Craig Champagnie
Private Banker
About Craig Champagnie
Craig Champagnie is a Private Banker serving Morgan Stanley Wealth Management offices in New York.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Craig began his career in financial services in 2005, and joined Morgan Stanley in 2017 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker, Business Banker, and Branch Manager at the JP Morgan Chase Bank.
Craig is a graduate of the The State University of New York, Stony Brook, where he received a Bachelor of Arts in Economics. He lives in Wantagh, New York with his family. Outside of the office, Craig donates his time to The SIFMA Foundation. He enjoys fitness training and playing golf, football and basketball.
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.
Craig began his career in financial services in 2005, and joined Morgan Stanley in 2017 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker, Business Banker, and Branch Manager at the JP Morgan Chase Bank.
Craig is a graduate of the The State University of New York, Stony Brook, where he received a Bachelor of Arts in Economics. He lives in Wantagh, New York with his family. Outside of the office, Craig donates his time to The SIFMA Foundation. He enjoys fitness training and playing golf, football and basketball.
NMLS#: 626539
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
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
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Vincent Stasi and Yong Li today.
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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)
