The Affinity Group - Morgan Stanley Team - Purchase, NY
Morgan Stanley
The Affinity Group
at Morgan Stanley
2000 Westchester Ave 1nc
Purchase, NY 10577
tel: (914) 225-1539
toll-free: (866) 879-2958 
fax: (914) 225-6772

Our mission is to provide clients with a professional investment team that has a reputation for integrity, trust and superior service.

We use our skills, professional designations and decades of experience to provide a broad spectrum of customized financial advisory services and solutions.

We seek to achieve this goal through well-defined investment and financial strategy, ongoing review of the investment strategy’s performance and annual review of the financial plan to reflect modifications in the client’s personal objectives.

We work closely with our clients and their other advisors, such as tax professionals and attorneys, to leverage and compliment their knowledge and help provide maximum beneficial impact.

Investment Philosophy

We believe in following a highly disciplined and systematic approach to investing our client’s assets, which creates the structure for the highest probability of a successful outcome.

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

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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