As a Senior Vice President Financial Advisor at Morgan Stanley Wealth Management, I provide wealth planning advice to high net worth individuals and their families. Along with my team, The Modern Heritage Group at Morgan Stanley, I work closely with uniquely successful individuals and families as they face increased complexity through all phases of life. Drawing on 25+ years of experience in the financial services industry, I use my extensive knowledge and coordinate with our Morgan Stanley Wealth Management and external resources to address the complexities high net worth individuals face including: financial planning, asset management, retirement planning, wealth planning and asset protection planning. Because of my experience in Financial Planning, I have been named a Financial Planning Specialist and in Asset Management, I have been named a Senior Portfolio Manager and am an active member of the Association of Professional Investment Consultants. Based on my specialized experience in Asset Protection Planning, I was recently named a Director of Insurance Planning. I started my career in 1996 at Paine Webber Jackson & Curtis. A Long Island native, I received a BA in Business Management from Hofstra University in 2000 and graduated from Locust Valley High School in 1996. I live on the North Shore of Long Island, New York with my wife and two children. In 1995 I became an Eagle Scout and remain active in the National Eagle Scout Association. I also volunteer my time with the Marty Lyons Foundation where I was a member of the board from 2016 to 2018 and a co-founder of the Young Professionals Committee. I also enjoy traveling, reading and spending spare time with family and friends. 