Henry Cooperman

Financial Advisor

Contact Me
Henry Cooperman

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

My Story

As your Financial Advisor, I can help you define and strive to meet your 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.

Access to Private Banking >

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Annuities
  • Corporate Retirement Plans
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Long Term Care Insurance
  • Retirement Planning
  • Stock Option Plans

Securities Agent: AZ, CO, CT, DC, FL, GA, IN, KY, MA, ME, NJ, NY, PA; General Securities Representative; Investment Advisor Representative

NMLS#: 1600240


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

Client Service Team

Client Service Team

Tricia Merrick

Senior Client Service Associate


Tricia Merrick, Senior Client Service Associate has 25 years of financial services experience.  She began her career in 1993 with A.G. Edwards & Sons, Inc. as the Branch Cashier/Wire Operator.  In 1997 she was promoted to Sales Assistant and was appointed the Branch System Administrator.

In 1999 Tricia took a position with Raymond James Financial Services, Inc. as the Branch Operations Manager. 

Tricia joined Morgan Stanley in December 2007 and brings with her a wealth of experience and knowledge as well as a positive attitude.

Working With You

Working With You

I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:

  • Develop a thorough understanding of your financial goals and objectives
  • Review and analyze your current financial situation
  • Identify and tailor solutions that can help you meet your individual needs
  • Implement your customized strategy, including personalized services and benefits
  • Review your strategy, meeting periodically to discuss your goals and needs
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
  • Personal
  • Highly individualized and committed to helping you achieve financial success
  • Flexible
  • Responsive to changes in your life and in your priorities over time
  • Comprehensive
  • Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us

Our Clients

Clients

Corporate and Business Solutions
For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity solutions, and business lending services to help meet the needs of your organization.

  • 401(k) Plans
  • Business Cash Management and Lending
  • Nonqualified Deferred Compensation Plans
  • Profit Sharing and Money Purchase Plans
  • SEP, SIMPLE and SAR-SEP Plans
Investments, Cash Management and Lending
I offer an array of solutions for both your near-term priorities and long-term objectives.
  • 529 Plans
  • Annuities
  • Cash Management Services
  • Closed-End Funds
  • Equities
  • Fixed Income
  • Alternative Investments
  • IRAs
  • Mutual Funds
  • Structured Investments
Managed Accounts and Advisory Solutions
With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.
  • Financial Advisor- and Client-Directed Programs
  • Mutual Fund Advisory Program
  • Unified Managed Account Program

Personal Retirement Planning
I can work with you to identify your individual retirement needs and create an action plan for helping to achieve the retirement lifestyle you imagine.
  • Annuities
  • IRA Rollovers
  • Roth Conversions
  • Traditional, Roth, Inherited IRAs

Planning
Careful planning can be crucial to nearly any financial goal.  I can assist you with reviewing your situation and help determine appropriate strategies.
  • Education Planning
  • Estate Planning Strategies
  • Financial Planning and Financial Goal Analysis
  • Life Insurance
  • Long Term Care Insurance
  • Personal Trust
  • Retirement Planning

An investment in Structured Investments is subject to significant risks and may not be suitable for all investors.  These risks can include, but are not limited, to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality; substantial loss of principal; limits on participation in appreciation of underlying asset(s); limited liquidity; credit risk of the issuer; and, conflicts of interest.

Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.

Location

Location

  • 90 Grove St
  • Ridgefield, CT 6877


    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

    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

    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

    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 Henry Cooperman today.

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