Founder of the Constellation Group at Morgan Stanley, Joel believes that your confidence is always the foundation of our financial advisory and planning practice. Accordingly, we are resolute in our mission to help you work toward your lifetime objectives by providing you with access to the vast resources of the firm and to our individual areas of knowledge. Our commitment is evidenced by the fact that every member of the group will develop and maintain a comprehensive understanding of your financial needs, objectives, and tolerance for risk. Just as navigators rely on the stars in the sky, we invite you to call upon the Constellation Group at Morgan Stanley for objective wealth management guidance that is focused on you. Needless to say, we maintain a commitment to your wealth management needs and exceptional level of professionalism. A CERTIFIED FINANCIAL PLANNER* and Portfolio Management Director, Joel is experienced in the construction of investment portfolios across asset classes. Having earned the designation as a Family Wealth Director, Joel manages assets for high net worth families, qualified plans for businesses and advises in planning related to trust and estates, access to lending services and philanthropy. Areas of Focus: - Comprehensive Financial Planning - Retirement Planning - Education Funding Solutions - Estate and Legacy Planning Strategies - Wealth Management - Discretionary Portfolio Management - Solutions for Concentrated or Restricted Securities 