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 May On the Markets from the Global Investment Committee featuring

    “Another Brick in the Wall” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the stock market has shrugged off a lot of dysfunction in Washington, unsettling news from abroad and an anemic GDP report. Stocks are working their way higher thanks to strong earnings growth.

    “In Europe, This Year Is Really Different” Politics commands the headlines, but the equity markets are looking at the improved fundamentals and they like what they see, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.

    “The Opportunity in Japanese Equities” For most of the past two months, so-called safe haven assets like the Japanese yen rose as investors started to question global reflation, and the higher yen pushed Japanese equities to the back of the global equity pack. Lisa Shalett, who heads up Wealth Management Resources and Investment & Portfolio Strategies, says the fundamentals suggest Japan should be a leader of the pack by the end of the year.

    • Plus, look for more on economics, investment strategy, fixed income, municipal bonds and a Healthcare Q&A featuring Andy Acker of the Janus Global Life Sciences Strategy Fund.

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

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