The Burns / Marchiano Group at Morgan Stanley

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The Burns / Marchiano Group

OUR MISSION STATEMENT

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

Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisors, we have experience with the unique challenges, styles and strategies that distinguish wealthy investors. We will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

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.

Awards

Awards

  • Top 401 Retirement Plan Advisors

Location

Location

  • 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

    Investing

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

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

    Retirement

    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

    Family

    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

    Philanthropy

    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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