Richard Miranda

CIMA, Senior Vice President, Wealth Management, Wealth Advisor

Contact Me
Richard Miranda


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

My Story and Services


Rich Miranda is a Senior Vice President with Morgan Stanley  and is based in Shrewsbury, NJ.  Prior to joining Morgan Stanley in June of 2009 he worked as a Vice President with Merrill Lynch at their corporate headquarters in New York City.  Rich spent 11 years at Merrill Lynch where he was a part of the Private Wealth Management Group where he focused on financial planning and investing for high net worth families.  Rich focuses on all aspects of wealth management with a focus on investing.  
Rich received his Certified Investment Management AnalystSM, CIMA®, designation in 2007 from the Wharton School at the University of Pennsylvania.  Prior to beginning his career in financial services, Rich graduated from Harvard University where he received the degree of Master in Business Administration in 1998.  Rich is a graduate of Providence College where he received a Bachelor of Science in Finance.  He worked for the Dun & Bradstreet Corporation based out of New York City as an International Corporate Auditor for five years after graduating from college.  He also was a Corporate Controller at National Semiconductor Corporation in Santa Clara, California for four years before moving back to the east coast to pursue his MBA. 
Rich resides in Middletown, NJ and is married to his wife Jessica and is the proud father of four children (two sets of twins).  Away from the business he enjoys skiing, traveling and spending time with his family and friends.

Access to Private Banking >

Services Include

  • Wealth Consulting
  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Certificates of Deposit
  • Corporate Bonds
  • Corporate Cash Management
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Corporate Trust Services
  • Defined Contribution Plans
  • Divorce Financial Analysis
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Financial Planning
  • Fixed Income
  • Lending Products
  • LGBT Planning Services
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Professional Portfolio Management
  • Retirement Planning
  • Sustainable Investing
  • Structured Products
  • Structured Settlement Annuities
  • Trust Accounts
  • Trust Services*

Securities Agent: AZ, CA, CO, CT, DE, FL, GA, IL, MA, MS, NJ, NV, NY, OH, PA, TN, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1255671

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

Client Service Team

Client Service Team

Anna Jasicki

Business Development Associate

Anna has been serving financially successful individuals and families since 2007. In her role as Business Development Associate, she is responsible for preparing performance reports, developing meeting agendas, and analyzing clients’ portfolio allocations to ensure they their investment objectives are current. She also works closely with Lisa Heerwagen to develop marketing strategies that support the team’s business plan goals. Together, they evaluate and implement various marketing methods designed to develop business opportunities with clients and prospects.

Prior to joining Morgan Stanley, Anna worked as a Financial Analyst at Bloomberg. She also served as a Client Associate and Branch Manager Assistant at Merrill Lynch. Anna earned her M.B.A. and B.S. degrees in Finance from Rider University. She holds her Series 7 and 66 registrations and maintains her state life, health annuity licenses. 

Anna currently lives in Tinton Falls with her son, Jakub, and enjoys an active lifestyle. She supports a number of charitable organizations, including Lunch Break, Task Force Dagger, and Big Brothers Big Sisters of Monmouth County, through participation in a variety of local athletic events. Favorite free time activities include cooking, hanging out at the beach, playing sports, and taking her son on adventures.



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


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

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


    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


    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


    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 Richard Miranda today.

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