OUR MISSION STATEMENT
Simplifying Your Financial Life and Helping You Achieve Your Goals
Simplifying Your Financial Life and Helping You Achieve Your Goals
True financial planning is not only about the investments, but also about listening and understanding what is truly important to you.
At The Chimerakis Group at Morgan Stanley, we are active, careful listeners who serve you by leveraging the resources of one of the world’s largest and strongest financial institutions to ensure you get the personalized attention you need and the specialized service you deserve, along with strategies designed to meet the complexities of your situation. Our clients are families, business owners, professionals, institutions, athletes and coaches seeking to grow, protect and transfer the wealth they have worked hard to achieve.
A strategically sound financial plan may incorporate sophisticated tactics and elaborate planning. But, we believe that all financial decision-making comes down to one simple question: does this help me achieve my goals?
Our aim is to make complex financial issues simple. Our plans and investment strategies are backed by rigorous, repeatable processes and the latest financial thinking to help you achieve your goals.
We have relied on three core principles that enable clients to understand their financial position, have confidence in their decisions and feel optimistic about the future:
Our goal is to help simplify your life, so you can devote yourself to the areas of your life that are most important to you.
In addition to decades of experience in financial and wealth management, The Chimerakis Group is backed by the global resources and intelligence of Morgan Stanley, so you can feel confident in getting the stability you seek.
We understand and believe that our role is to serve your needs and protect your best interests. As our client, you are a member of the team, as well. We encourage you to play an active role in helping us understand your objectives and preferences so that we can develop meaningful and effective solutions specific to your needs.
We have enjoyed the opportunity of serving families, business owners, professionals, institutions/401k plans and retirees across 30 states and have taken great pride in doing it for over 35 years. We understand the benefits of sound financial planning, tax-smart investment strategies and balanced asset allocation, so our clients enjoy the merits of their hard work and have confidence in their financial future.
As a Morgan Stanley Sports & Entertainment team, we proudly serve coaches and players in the NFL, NBA, PGA/LPGA Tour and ATP/WTA Tour. We understand their benefits and compensation structures and know how to overlay them with investments at the firm. We also work with players on their philanthropic endeavors and estate plans.
Who We Serve and Understand
Service Professionals - Lawyers, Doctors, CPAs
Donor Advised Funds
PGA / LPGA Tour Pros
ATP / WTA Tour Pros
Comprehensive Wealth Management Services
Alternative Investment Strategies
Philanthropic Giving Strategies
Lee joined Morgan Stanley as a Senior Vice President in October 2009. In 2014, he was named a Sports and Entertainment Director in the new Morgan Stanley Global Sports & Entertainment division, a specialized group created to help address the unique wealth management needs of actors, musicians, athletes, directors, producers, writers, coaches, owners and their business advisors. Lee has been providing quality investment management, advice and service to a select group of clients, including high net worth families, business owners and NFL and NBA coaches, for more than 30 years.
Prior to joining Morgan Stanley, Lee was an Executive Director of Investments and Senior Portfolio Manager with the Omega Group of Oppenheimer & Co. Inc., and a Director and Portfolio Manager with Alex Brown. In 2006, he formed The Chimerakis Group, where he serves as the senior advisor overseeing wealth management services and the overall client experience. He also provides guidance on alternative investments for qualified investors seeking additional portfolio diversification.
A graduate of the University of Florida, Lee earned his B.A. in 1976 and continues to support the Gators as a member of the UF Palm Beach Regional Council. He has given numerous group presentations on retirement and money management strategies to both individual investors and major corporations.
Lee is a member of The Honda Classic Ambassador Club. He also serves as a mentor for Student ACES for Leadership, a non-profit leadership development program for select high school student-athletes in Palm Beach County, and supports and campaigns for the University of Florida Center for Greek Studies.
Lee lives in North Palm Beach, FL, with his wife, Tee. They have two children, Nick and Dimitri, and two grandchildren, Cora and Crosby.
Securities Agent: AL, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Stephanie leads our efforts in financial planning and evaluating managed investment solutions. She focuses on qualified plans, institutional consulting and asset management. Stephanie believes in a customized wealth management approach that goes beyond standard investment recommendations to include every aspect of a client’s financial picture. She also collaborates with each client’s other professional advisors, including CPAs and attorneys, to ensure that each facet of their financial plan is working together in the client’s best interest.
With almost 10 years of advisory experience, Stephanie remains committed to offering first class service, clear communication and detailed portfolio design. She received her CHARTERED RETIREMENT PLANS SPECIALIST(SM) designation in 2010 from the College for Financial Planning. She consults with Fiduciaries and Administrators of Retirement Plans, including 401(k)s, along with assisting individual clients’ transitions into retirement through IRA rollovers. This experience enables Stephanie to offer insight and value beyond that of an average advisor relationship.
Stephanie graduated from Florida State University, where she earned a Bachelor of Science degree, majoring in Entrepreneurship and Small Business Management.
Stephanie is a passionate leader in the community and is actively involved on numerous Boards and Committees, including The Northern Palm Beach County Chamber of Commerce, Small Business Advisory Council, The Palm Beach County Seminole Club and SunFest. Stephanie is also an alumnus of Leadership Palm Beach County, Class of 2012.
When she is not growing her business, you can usually find Stephanie playing golf or traveling.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
With over 35 years of experience in the financial industry, Peter heads up new business development efforts for the Chimerakis Group in the Northeast. As a Financial Advisor, he works closely with high net worth individuals, family offices, businesses, foundations, endowments and institutions to offer insight and value in constructing detailed financial plans. He succeeds in doing so by applying the capabilities of the Chimerakis Group and the tools and intelligence of the Morgan Stanley Platform to serve each client’s unique circumstances. Peter always prioritizes his clients’ best interests, and takes that responsibility very seriously.
Based full time in New York, Peter joined the Chimerakis Group at Morgan Stanley after having managed Sales & Trading Desks in Fixed Income and Equities at Cantor Fitzgerald, Garban, ING Barings and CIBC. Immediately prior to joining Morgan Stanley, he was a Senior Vice President of Institutional Sales at Drexel Hamilton LLC, a broker-dealer founded on the principle of offering meaningful employment opportunities to disabled veterans seeking a career in financial services.
Previously, Peter was the Founder of Cross Path Advisors, partnering with Premier Investment Managers to introduce their funds and alternative strategies to pensions, consultants and financial intermediaries. He was also a VP of Hedge Fund Sales at BNY Convergex, marketing their Research & Trading Platform to asset managers, hedge funds and proprietary trading firms. Throughout his storied career, Peter has built strong relationships based on putting his client’s needs first.
Peter earned his B.S in Business Administration from Stonehill College and serves on their NY Council. He is active with the Timothy J. Coughlin 9/11 Foundation and supports several local charitable and community organizations.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative
As the demands of your family grow and evolve, so too do the complexities of managing your wealth. Dimitri builds financial plans and develops tailored wealth management strategies for successful families, athletes, and charitable foundations. He focuses on multigenerational wealth planning, educating younger generations, and providing practical advice to help clients define their financial goals and create an effective strategy to reach them. Dimitri strives to deliver exceptional client service, build meaningful relationships, and offer a unique family experience.
Prior to joining Morgan Stanley, Dimitri was employee no.1 at a fast-growing tech start-up and most recently worked as a junior trader and business analyst at Kempler & Co, Inc., a commodity trading firm in Miami, FL.
Dimitri graduated cum laude from the Villanova School of Business in 2008, where he earned a degree in finance with a concentration in entrepreneurship. He was a four-year varsity tennis player and academic standout. A proud supporter of his alma mater, Dimitri is a founding member of the Villanova Club of Palm Beach County.
Throughout his career, Dimitri has been actively involved in his community. He is passionate about leadership and setting a good example for youth. In his free time, Dimitri enjoys reading, travelling, playing golf and training for his next endurance race. He resides in Tequesta, Florida, with his wife, Jen.
Securities Agent: AK, AL, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VI, WA, WI; General Securities Representative; Investment Advisor Representative
Sarah coordinates and executes all administrative tasks for The Chimerakis Group. With 25 years of investment industry experience, Sarah has been a pillar of our team for over 20 years. Originally from Louisville, KY, Sarah earned her Bachelors from Boston College and continues to be a dedicated New England sports fan.
On the Markets
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Discover a more rewarding way to manage your everyday finances. Access benefits, savings, and enhanced services from your Morgan Stanley Financial Advisor.
OneView organizes all of your financial data in one location, regardless of where your accounts are held, giving you a comprehensive view of your finances.
Providing clients access to sustainable investing products and strategies while also pioneering solutions to our global challenges.
With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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