Welcome. This site introduces you to the professionals that foster the corporate relationship and private client through appropriate products and services. Our business focus includes financial products and services for both institutional and private clients. We work closely with Morgan Stanley Wealth Management’s Corporate Client Group, a recognized leader in employee benefit and compensation plan services. We offer our clients sound investment counsel based on our research, intellect and hard work. It’s an approach that has helped our clients work toward their financial goals since our firm was established over a century ago. Whether you are beginning a relationship with our firm or broadening an existing one, we think, you‘ll see that Morgan Stanley Wealth Management offers unique advantages to you.
Roger Coleman, Managing Director, Financial Advisor at Morgan Stanley - located in the Firm’s Garden City office - has been named to Barron’s 2013 annual list of America’s Top 100 Financial Advisors. Roger has been recognized annually in Barron’s Top 100 Financial Advisors list since 2006.
Roger Coleman ranked #1 for New York State in Barron’s 2013 feature of the Top 1000 Financial Advisors ranked State by State. This is Roger’s 4th consecutive year of receiving Barron’s #1 ranking for New York State.
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