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 December On the Markets from the Global Investment Committee featuring

    “Be Thankful” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says we are still “firmly entrenched” in a classic late-cycle economy and bull market, but the high returns we experienced this year are unlikely to be repeated in 2018. 

    Ringing in Year 10 of the US Economic Expansion Midway through next year, the US will celebrate its 10th year of economic expansion, notes Ellen Zentner, chief US economist for Morgan Stanley & Co. Though unemployment is low and interest rates are rising, a lack of overheating in critical sectors such as housing suggests the economy has room to run. 

    • Global Equities Move Into Thin Air New 12-month forecasts for global equity markets imply only modest single-digits gains, according to Morgan Stanley & Co. equity strategists. That’s because earnings growth is likely to slow and price/earnings ratios will probably undergo compression.

    • Plus, look for more on the economy, equities and bonds. 

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