OUR MISSION STATEMENT
Excellence in family wealth planning for your family’s unique goals
Excellence in family wealth planning for your family’s unique goals
Whether you’re planning for your retirement, to fund education for your children or grandchildren, to buy a vacation home, to address health care needs or to leave a legacy for the next generation, you need a wealth strategy that will serve as the roadmap to your future.
Leveraging our vast resources—including intellectual capital, experience and dedicated personal service—we can work with you to create a personalized wealth strategy. Then, over time, we can adapt it to changing circumstances, helping you to achieve—and to protect—your goals.
Tim has more than 22 years of experience providing financial and wealth management advice and services. Tim earned a Bachelor of Science degree in Finance, as well as, an Associates Degree in Theology from Georgetown University. Tim joined Morgan Stanley in 2008 and his primary area of practice is financial and investment strategies and Portfolio Manangement. Tim grew up in Woodbury Heights and currently resides in Haddonfield with his wife, Paula and their children, Emma and Daniel. Tim is a former professional soccer player and high school varsity coach. Tim is also part of the Georgetown University Alumni Admissions Program. Tim was inducted to the Georgetown University Athletic Hall of Fame in 2013 and the South Jersey Soccer Hall of Fame in 2014.
Securities Agent: CA, CO, CT, DE, FL, GA, IL, MD, ME, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative
George has more than 39 years of experience providing financial and wealth management advice and services. George graduated from Ursinus College in 1979 with a Bachelor of Science degree in Economics and Business Administration. In 1981 George received his CFP certification awarded by the Certified Financial Planner Board of Standards, Inc. George joined Morgan Stanley in 2008 and his primary area of practice is the execution of financial and investment strategies. A lifelong South Jersey resident, George lives in Voorhees with his wife Marlene and their daughter, Vanessa, who is a graduate of Penn State University and Thomas Jefferson University School of Nursing. George is also an avid golfer.
Securities Agent: CA, CO, CT, DE, FL, GA, IL, MD, ME, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA; General Securities Representative; Investment Advisor Representative
David has more than 40 years of experience providing financial and wealth management advice and services. David is a graduate of Gettysburg College and received an MBA from St. Joseph’s University. David joined Morgan Stanley in 2008 and concentrates on the financial needs of high net worth individuals with a focus on financial solutions and portfolio development. David resides in Haddonfield with his wife Carol. They have two sons, Ryan and Randy, along with two grandchildren. David has served as President of the Rotary Club of Haddonfield and enjoys tennis and golf.
Securities Agent: AZ, CA, CO, CT, DE, FL, GA, IL, MD, ME, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA; General Securities Representative; Investment Advisor Representative
Maria graduated with a Bachelor’s degree in Finance from Rutgers University in 2014. Upon graduation, Maria initially worked with her father as an integral part of their family tile business. Maria joined Morgan Stanley in 2014, and for the past year she has been a Wealth Advisory Associate with a primary focus on the implementation of Goals Based Financial Planning. She joined The MRK Group in 2017. Maria is a former internationally competitive figure skater representing the country of Greece and was nominated “Athlete of the Year” by Suburban Family Magazine, 2012. Maria grew up in Cherry Hill and she currently resides in Voorhees.
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MD, ME, NC, NE, NH, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative
Cindy has over 30 years of experience providing excellent client service within the financial services industry. Cindy will be pleased to assist you with any administrative questions. Cindy resides in Wenonah with her husband, Ted and their two daughters, Heather and Alex.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
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.
See all of your financial data in one location, regardless of where your accounts are held, directly on Morgan Stanley Online and the Morgan Stanley Mobile App.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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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.
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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