OUR MISSION STATEMENT
To help clients achieve their life goals through customized financial solutions.
To help clients achieve their life goals through customized financial solutions.
The Verga Group at Morgan Stanley provides affluent clients with a holistic approach to wealth management, where our clients’ life goals are the beginning of the process. With this end in mind, we collaborate with our clients each step of the way, often discussing and assessing issues well beyond the scope of financial management. We believe our experience has given us a unique perspective in the behavioral attitudes of high-net-worth clients and how to help meet their expectations.
Once we determine “why” we are investing, we will then assist clients in developing a tailored strategy for the long-term that will consider the different needs and obstacles that might arise during their lifetime; including retirement investing, cash-flow planning, education financing, wealth transfer, charitable giving, executive compensation issues and wealth preservation strategies. As we help address each of your needs, we will create a specific portfolio considering the risks as well as the potential for meeting expectations.
Our goals-based wealth management approach allows us to sit on the same side of the table to help you:
Focus on what is important to you and your family.
Customize a strategy.
Commit resources efficiently.
Monitor and review changes over time.
Communication is paramount. As time goes on, we will continue to keep you apprised of any factors that could impact your plan. We are always available to help with any questions or concerns as they may arise.
The address for your GPS is 49 Westminster St, Providence, RI 02903.
From 95 North or 95 South
Take Exit 22A and continue straight onto Memorial Blvd. to the 4th light and take a right onto Fulton Street.
Towards the end of the block, before the light you will see the Valet Parking sign on the left hand side. The parking garage is located in the building, right before the revolving door.
If you are coming from 195, please merge onto 95 N and follow the above directions.
Important: Please check-in with the security attendant at the front desk in the lobby and advise them you are visiting Morgan Stanley. They will provide you with a pass before instructing you to take the elevator up to the 19th floor. On the 19th floor please check in with our Receptionist.
*You may also park at any 'MetroPark' lot. There is one lot located at Capriccio’s Restaurant and two lots located behind the Citizens Plaza building. Please be advised that ‘MetroPark’ lots are the only outside parking lots in which we can validate your parking.
**Please Note: One Financial Plaza is the tall, white building with lights around the top of the Penthouse; Also known as the old Hospital Trust building.
Marc Verga is a Senior Vice President and Financial Advisor at Morgan Stanley where he focuses on providing wealth management solutions to high-net-worth clients and their families. Marc started his career in 1993 with Smith Barney, a predecessor firm to Morgan Stanley. As a student of the industry, Marc has held various positions, including Financial Advisor, National Training Officer, and Branch Manager and he brings a unique perspective to the wealth management process when working with affluent clients. In an industry that is dynamic and constantly changing, he has built a comprehensive and holistic practice and has trained many other financial advisors in the same style.
Marc earned a B.S in Finance from Northeastern University in Boston, graduating cum laude. Growing up in the fishing town of Gloucester, MA, he has a great affinity for the ocean and a deep appreciation for hard work. In his free time, he enjoys golfing and travel and is a member of the Wannamoisett Country Club in Rumford, RI. He currently resides in Providence, RI.
BM/Supervisor; Securities Agent: AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI; General Securities Principal; General Securities Representative; Investment Advisor Representative
Jack Di Iorio is a Senior Registered Client Service Associate. With over 15 years of experience working at Morgan Stanley, Jack continues to assist with all client servicing needs, including, but not limited to, executing trades, maintaining client records, growing client relationships as well as administrative tasks of completing check and wire transfers.
He graduated from the University of Rhode Island with a B.S. in Business Administration. In his free time, Jack enjoys spending time with family and golfing with friends.
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.
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.
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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.
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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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