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) 468-4519
toll-free: (888) 895-7255 
fax: (212) 468-4551
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 February On the Markets from the Global Investment Committee featuring

    “What’s Holding It Up?”  A chair or table with four sturdy legs can be remarkably strong and hold much more than its weight. Same thing for the stock market, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. Those who ignore the market’s legs are likely to be too bearish and conservative in their positioning.

    “The Big Debates of 2017”  In this roundup, Morgan Stanley & Co. strategists and analysts offer out-of-consensus views on such major questions as trade policy, drug pricing and whether Japan will be the world’s best stock market this year.

    “The Case for Active Management”  Since the financial crisis, passive investment strategies have outperformed active managers. Lisa Shalett, who heads investment and portfolio strategies for Morgan Stanley Wealth Management, thinks the investment environment has changed in a way that will allow active managers to outperform.

    • Plus, look for more on economics, equities, bonds and a Q&A with Bill Nolin of Aligned Investors, who discusses how he finds companies where management incentives are aligned with investor interests. 

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