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 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.

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