The Gandolfo/Lindia Group at Morgan Stanley

Contact Us
The Gandolfo/Lindia Group

OUR MISSION STATEMENT

Delivering comprehensive planning and financial education to help you build and preserve your wealth, generate steady retirement income and realize your long-term goals

Our Story and Services

Our Story and Services

We bring together over 30 years of experience in financial services and take a collaborative approach that delivers the highest level of professional service to every client relationship. We’ve learned that clients who understand the value of financial planning and portfolio diversification are more likely to be successful, and thus we put all our efforts into these crucial cornerstones of goals-based planning and education. With us, you will learn about every aspect of your plan, what causes poor investment decisions and how together we can avoid them.

We apply significant knowledge and perspective to your wealth that takes advantage of the broad range of customized solutions and award-winning research available through Morgan Stanley. These encompass not only investments but also tax management, income planning, annuities, life and long-term care insurance.  We also focus on the liability side of your balance sheet, partnering with the firm’s private bank to offer lending capabilities and cash management solutions.

Think of us as your quarterback for all things involving your life and wealth. We can work in concert with your accountant on tax matters and your estate planning attorney on gifting and wealth transfer.

Diversification does not guarantee a profit or protect against a loss.

 

Services Include

  • Retirement Planning
  • Long Term Care Insurance
  • Municipal Bonds
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Succession Planning
  • Cash Management
  • Certificates of Deposit
  • Corporate Bonds
  • Exchange Traded Funds
  • Financial Planning
  • Endowments and Foundations


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

Location

Location

  • 2751 Centerville Rd, Suite 104
  • Wilmington, DE 19808


    Our Clients

    Clients

    We work closely with individuals, families and business owners saving for or already in retirement. As members of the local community for many years, we have become dedicated advisors to local 401(k) plans and employees of local companies who are transitioning from the accumulation phase of their careers to income distribution and legacy planning.

    Working With You

    Working With You

    Our top priority is to keep you and your entire family engaged in your financial plan and confident in your ability to achieve your goals and dreams. We do this by acting as coaches, providing education on market history to set proper investment expectations, and conducting in-depth seminars on topics ranging from Medicare and Social Security to behavioral finance and insurance. These efforts are designed to help you understand the role of specific strategies in your overall plan and promote successful long-term outcomes. Engaging with multiple generations also helps ensure financial preparedness and a smooth transition of wealth over time.

    We believe unsurpassed service is what sets us apart and where we can add the most value. We will always go the extra mile for you, covering not only your financial plan but every aspect of your life that impacts your wealth.

    Meet The Gandolfo/Lindia Group

    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

    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

    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 The Gandolfo/Lindia Group today.

    Dow    -201.95

    24462.94
    4:40PM

    Nasdaq    -91.93

    7146.13
    5:15PM

    S&P 500    -22.99

    2670.14
    4:40PM
    Market Information Delayed 20 Minutes

    This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures