OUR MISSION STATEMENT
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our mission is clear. We seek to help our clients to perverse their wealth. In dealing with affluent families and successful business people, we know the importance of preserving a life’s work. We also know that like risks, preservation can take many forms. That is why our team is committed to an intergenerational approach to planning. Whether our clients rely on us for asset management, liability planning or debt strategies, they can expect the consistent, straightforward style that has come to define our team over the years.
Joseph Durso began advising clients with their finances in 1979. In 1987 he joined Smith Barney as Senior Vice President. He has been recognized by Smith Barney and now Morgan Stanley for outstanding client service through the firm’s Chairman’s or President’s clubs from 1987 to Present Day. Joseph has chosen to concentrate his work in the field of Investment Advisory Services. In 1998 he completed the rigorous coursework for Certified Investment Management Analyst, CIMA®. Joseph has also earned the distinction of being a Senior Investment Management Consultant within firms Consulting Group. Recently Joseph completed coursework for Corporate Retirement Plan Specialist, CRPS® and has since been designated as one of a select group of Corporate Retirement Director’s at Morgan Stanley.
Joseph earned his Bachelor of Science degree from St. Joseph’s University. Originally from Philadelphia, he grew up in Cherry Hill and has lived in the area for over 50 years. He is active charitably and currently serves on the Board of Trustees for the Ronald McDonald House of Southern New Jersey was a former board member of Ronald McDonald House Charities Investment Program. He is an active member of the Association of Professional Investment Consultants. He is married to Lorraine and has two children, Matison and Anthony. In his spare time Joe is an avid golfer. He is a member of the Medford Village Country Club.
Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, MI, NC, NH, NJ, NY, OK, PA, RI, SC, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Sarah L. Silva is a licensed broker and Financial Advisor at Morgan Stanley. She is a client-focused and relationship-oriented financial advisory professional who has developed excellent market insight and the industry acumen necessary to help guide individuals and businesses to financial success at all stages. With over 15 years of financial services and insurance industry experience, Sarah creates customized financial planning strategies for clients by assessing each client's present and future financial needs objectives and requirements.
Sarah began her career working in regional banks throughout Southern NJ and Philadelphia, and quickly broadened her experience and training into other areas of the financial services industry and to various parts of the USA. Serving both individual and institutional clients, Sarah offered assistance with business and personal capital investment, insurance, financial planning and management. After almost 15 years, Sarah saw the benefits a full service advisory practice could offer her clients and made the decision to become a licensed Financial Advisor. Sarah is series 7, 63, 65 licensed, and holds licenses in life, accident, health and annuities.
In 2016, Sarah was named President of The Red Shoe Society, a non-profit that supports The Ronald McDonald House in Camden, NJ. Sarah previously served as Treasurer, and has been actively involved with the society since 2013.
Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IN, LA, MA, MD, MI, NC, NH, NJ, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative
Sal Lento joined the firm 1993 and since that time has been working with clients to help them attain their financial goals in various areas including education planning, wealth accumulation and retirement. Prior to joining the firm Sal spent twenty-three years in the banking industry working primarily with regional, small and mid-sized businesses in meeting their borrowing, cash management and other financial needs. His years in the banking industry enabled him to establish contacts with CPAs, attorneys, real estate professionals and other businesses.
During his long career in financial services Sal has been a member of several professional and civic organizations including the Cherry Hill Chamber of Commerce, the Burlington County YMCA Board of directors and the Robert Morris Associates.
A life-long resident of the greater Delaware Valley, Sal received his Bachelor of Science degree from Saint Joseph’s College and his Master of Business degree from Temple University. He resides locally and believes that his forty plus years of experience in financial services uniquely qualify him to help his clients achieve their goals.
Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NY, OK, OR, PA, RI, SC, TX, UT, VA, WA, WV, WY; General Securities Representative; Investment Advisor Representative
Jack Jibrine, Financial Advisor, began his career in 1988 at Morgan Stanley, and is still here today. Jack has been a recipient of many awards for outstanding client service and satisfaction. These awards consist of the President’s and Century Council. He earned the President’s Council in 1999 and the Century Council in 2000-2004.
Given his analytical background, Jack focuses on helping clients find out where they stand financially today and developing a practical road map to get them where they want to be.
Jack earned both his Bachelors and Masters of Science from Villanova University. Jack lives in Marlton, New Jersey where he lives with his wife Paula and his two children Amira and Nicole.
Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Working closely with you to guide your wealth and investments through the most challenging market cycles.
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.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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.
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