Geoffrey S. Close - Morgan Stanley Financial Advisor - Morristown, NJ
Morgan Stanley
Geoffrey S. Close, CAP, CIMA, CPWA, CWS, CLTC
First Vice President
Wealth Advisor
Senior Investment Management Consultant
1200 Mt. Kemble Avenue
2nd Floor
Morristown, NJ 07962
tel: (973) 425-2309

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Associations
  • NY Chapter of IMCA, the Investment Management Consultants Association
    Treasurer
  • Tewksbury Land Trust
    Treasurer
  • NJ Chapter of AFP, the Association of Fundraising Professionals
    Treasurer Emeritus
  • Gift Planning Council of New Jersey
    Member of the Board of Directors
  • NJ chapter of PPP, Partners in Philanthropic Planning, formerly NCPG, the National Committee on Planned Giving
    Member of the Board of Directors
  • Planned Giving Council of United Methodist Homes of NJ
    Chairman
  • Serves on the Planned Giving Advisory Councils of several medical centers, universities, and national charitable organizations
  • Estate Planning Council of Northern New Jersey
    Member
  • Morristown Rotary Club
    Member
  • Investment Management Consultants Association
    Member
  • Association of Professional Investment Consultants
    Member
Services
  • Wealth Management
  • Philanthropic Services
  • Endowments and Foundations
  • Business Succession Planning
  • 401(k) Rollovers
  • Planning for Special Needs Individuals
Education and Licensing
  • Bachelor of Arts in Economics from the University of Virginia
  • Certified Investment Management Analyst (CIMA) From The Investment Management Consultants Association (IMCA) and The Wharton School at the University of Pennsylvania
  • Certified Private Wealth Advisor (CPWA) from The investment Management Consultant's Association
  • Chartered Advisor in Philantropy (CAP)from The American College, Bryn Mawr, Pennsylvania
Business Experience
  • 1982 - Present: Morgan Stanley*

Bulletin Board
  • Listen to this podcast featuring Melanie Schnoll Begun, Managing Director, Philanthropy Management at Morgan Stanley Wealth Management as she discusses motivation of UHNW donors, why men and women give differently and the effects of the great recession on giving today.
  • As Financial Advisors whose focus is on wealth management, we are aware of the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—to talk to us about your business needs, too, call or email us.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Geoffrey S. Close holds the following registrations:
BM/Supervisor; Securities Agent: CA, CT, DC, DE, FL, GA, MA, NJ, NY, PA, SC, SD, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1262200

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Awards Disclosures

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