The Rockefeller Center Group - Morgan Stanley Team - New York, NY
Morgan Stanley
The Rockefeller Center Group
at Morgan Stanley
1290 Avenue of the Americas
13th Floor
New York, NY 10104
tel: (212) 468-4553
toll-free: (800) 895-7255 
fax: (646) 762-9793
Welcome

The Rockefeller Center Group at Morgan Stanley is an experienced team of professionals who provide unbiased and comprehensive financial advice to a select group of family and institutional clients. The three founding partners of the Group have worked together for nearly 15 years primarily advising wealthy families and endowments on navigating the current financial landscape and, for families in particular, on planning their financial futures across multiple generations. The Group is proud of the quality and scope of our objective financial advice as we help each of our clients cope with and solve the financial issues in their lives.

New York Office      Map & Directions
1290 Avenue of the Americas, 13th Floor
New York, New York 10104
Phone (212) 468-4519 I Fax (212) 468-4551
Toll-free (888) 895-7255

Dallas Office      Map & Directions
8383 Preston Center Plaza Drive I  Suite 400
Dallas, TX 75225
Phone (214) 696-7132  I  Fax (214) 696-7108




Bulletin Board
  • As CERTIFIED FINANCIAL PLANNER practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.

  • Estate Planning is essential in seeing that your assets are passed on according to your wishes. To learn more, call or send an email. Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.

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

    "Into Thin Air?" There’s a lot of talk in the media about stock market valuations being in nosebleed territory, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Given low interest rates and low market volatility, they’re actually more down to earth.

    “Welcome to the Circular Economy" In the circular economy, resource efficiency and waste reduction is paramount, explains Lily S. Trager, director of investing with impact at Morgan Stanley Wealth Management. Products are designed so that at the end of their useful lives, they can be dissembled and the components redirected to new uses.  

    “Taking Advantage of Short-Term Market Opportunities” The Global Investment Committee already provides strategic asset allocation, with a seven-year horizon, and tactical asset allocation, with a one-year horizon. Its new “Dynamic Allocation Framework” looks at a three-month horizon, shifting allocations dynamically based on changing economic and market conditions.

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Andy Rothman of Matthews Asia, a long-time China investor who talks about investment opportunities in the world’s second-largest economy.

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