The Burns / Marchiano Group at Morgan Stanley

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The Burns / Marchiano Group


As the Burns/Marchiano Wealth Management Group at Morgan Stanley, we seek to build successful relationships by putting your needs first.

Our Story and Services

About Us

The Burns/Marchiano Group at Morgan Stanley focuses on working with business owners, retirement plans, corporate executives and families with a high net worth seeking the services of an experienced Family Wealth advisory team. We work on their behalf to help solve three critical wealth and investment issues they typically face.

  1. Managing both cash-flow and risk
  2. Tax efficiency
  3. Complex wealth circumstances that requires a team of financial, tax and legal advocates working in concert

As a result of the current economy, you may feel challenged with how to manage both cash-flows and investment risk within your portfolio. We use a system that allows us to identify your portfolio risk, pinpoint deficiencies in cash-flow needs and recommend solutions that seek to fill those gaps to maximize your cash-flow so more of your wealth works on a tax efficient basis and with less risk. In working with you, not only will we serve as your gateway to the intellectual strength and global resources of Morgan Stanley, we will work in concert with your tax and legal professionals to bring together a team of advocates on one goal… yours.

Services Include

  • Wealth Management
  • Art Advisory
  • Business Planning
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Endowments and Foundations
  • Corporate Trust Services
  • Estate Planning Strategies
  • Executive Benefit Services
  • Executive Financial Services
  • Financial Planning
  • Philanthropic Services
  • Qualified Plans
  • Qualified Retirement Plans
  • Retirement Planning
  • Stock Option Plans

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



  • Top 401 Retirement Plan Advisors
  • NAPA’s “Top DC Advisor Firms”



  • 1200 Mt Kemble Avenue
  • 2nd Floor
  • Morristown, NJ 07962

    Meet The Burns / Marchiano Group

    From Our Team

    The Burns / Marchiano Group at Morgan Stanley Named to NAPA’s “Top DC Advisor Firms” List


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Burns / Marchiano Group today.

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