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 October On the Markets from the Global Investment Committee featuring

    “Enjoy the Ride” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., observes that sometimes the investment environment may feel both boring in the present and unsettling in the context of future uncertainty. From either perspective, the fundamentals can support a global equity market rally, so hang on and enjoy the ride. 

    “Why We Differ on Japan” Morgan Stanley & Co.’s strategists and economists are more bullish than the Wall Street consensus on both the Japanese economy and Japanese equities. In this report, they explain why. 

    • “The Time Is Right for Long-Lagging Industrials” Rising oil prices, a weaker US dollar, hurricane rebuilding, possible tax reform and a potential infrastructure program brighten the outlook for industrials.

    • Plus, look for more on the economy, bonds and private market investments, as well as a Q&A featuring Jeffrey Gundlach of DoubleLine Capital, who argues that the bull market in fixed income securities is fading. 

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

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