The New River Wealth Management Group - Morgan Stanley Team - Ft. Lauderdale, FL
Morgan Stanley
The New River Wealth Management Group
at Morgan Stanley
2400 East Commercial Blvd
Suite 1200
Ft. Lauderdale, FL 33308
tel: (954) 267-5600
toll-free: (800) 669-7262 
fax: (954) 267-5698
Welcome

The New River Wealth Management Group at Morgan Stanley is a team of five financial services professionals that represent over 100 years of combined investment advisory experience*.  Our goal is to understand your vision, preferences and unique circumstances so that we can work with you to help develop an overall wealth management strategy that meets your needs.  We distinguish ourselves from other financial service providers in South Florida and nationally by having a Family Wealth Director designate on our team.   The training and coursework that are required for this specialization, which is held by only 230 financial professionals at Morgan Stanley, allows us to provide true “best-in-class” solutions as we work with you to develop a personalized strategy for managing your assets.  We believe what differentiates us from the rest of the industry is our in-depth approach to discovering your financial goals/needs, developing a truly customized plan and delivering concierge level customer service.

*Barry Klein – 31 Years
*Rick Silverman – 31 Years
*Shaun Orcinolo – 20 Years
*John Kirk – 15 Years
*Kerry Jenny – 31 Years




Bulletin Board
  • Want a consolidated view of your financial life?  With OneView, you can organize all your account data in one place, regardless of where your accounts are held.  Learn More.

  • See March On the Markets from the Global Investment Committee featuring

    “The Envelope, Please!”  Stocks and bonds typically move in opposite directions depending on market expectations for economic growth, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co.  Stocks like growth, bonds do not. So far this year, both markets are rallying. Which one is right? 

    • “Fiscal Easing Near Full Employment” Aggressive fiscal policy is usually an antidote for high unemployment. Now, unemployment is low and forecasted to go lower yet President Trump campaigned on a stimulus platform. How will it play out? Hard to say, says Andrew Sheets, Morgan Stanley & Co.’s chief cross-asset strategist, because there are so few examples. 

    • “Why We Are Bullish on China” Morgan Stanley & Co.’s economists and strategists recently published a major report on their long-term outlook for China. They see the country becoming a high-income nation (as defined by the World Bank guidelines) within the next 10 years. If so, that has major consequences inside and out of the country. 

    • Plus, look for more on investment strategy, equities, bonds and alternative investments.

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

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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
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
Awards Disclosures

pp:7953 mp: 2796