Eileen Russo

Financial Advisor

Contact Me
Eileen Russo

MY MISSION STATEMENT

To be dedicated to the education, empowerment & inspiration to my clients. We don't know what tomorrow will bring but together we can plan for it today.

My Story and Services

About Me

I am a Financial Advisor with Morgan Stanley in Sea Girt NJ.  I have been a financial professional for the past 25 years working in New York City with high net worth and institutional clients.  The last 15 years I have been at Credit Suisse on the Private Banking Institutional Equity Trading Desk managing  large institutions, hedge funds and UHNW individuals.  I was responsible to manage and execute their portfolio investments & trading needs.  I joined Morgan Stanley in Sea Girt NJ  March of 2017 with a focus on family wealth planning.   I believe every client is different and unique.  I believe every client should begin with a well thought out comprehensive financial plan as the foundation of our long term relationship. 

I am a wife and a mother of 3 children.  I am a resident of Point Pleasant NJ. I am a proud member of the Chamber of Commerce, Rotary club, and the BHSPOA.   I love to play tennis, boat, and spend time with my family and friends at the beach.

As your Financial Advisor, I can help you define and strive to meet your unique goals and your families goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. I hold the following licenses  Series 7, 63, 66, 3, 55, 9 & 10. Health & Life.


Click here to visit my team website:  https://fa.morganstanley.com/svsteam/

Access to Private Banking >

Services Include

  • Institutional Services
  • Cash Management
  • Financial Planning
  • 401(k) Rollovers
  • Wealth Management
  • 529 Plans
  • Retirement Planning
  • Annuities
  • Asset Management
  • Long Term Care Insurance
  • UGMA/UTMA

BM/Supervisor; Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1650437


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

Location

Location

  • 2150 Highway 35 Suite 200
  • Sea Girt, NJ 8750

  • 1030 Broad Street
  • 3rd floor
  • Shrewsbury , NJ 07702

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

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

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

Ready to start a conversation? Contact Eileen Russo today.

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