The MCM Group at Morgan Stanley
Connecting the Pieces of Your Financial Life
If you’re like many of the people who become our clients, you sometimes wonder if you should be doing more to achieve financial security for yourself and your family.
What if you could consult with the financial equivalent of a primary care physician? A skilled team of professionals who understand who you are and what you’re looking to accomplish. A source of information and advice that encompasses not only your investment portfolio but virtually every aspect of your financial life?
The MCM Group is comprised of nine seasoned professionals with specific areas of focus in a variety of financial disciplines:
• One of our senior partners, Matthew Coe, Financial Advisor has earned the prestigious Morgan Stanley Family Wealth Director designation, a title awarded to only a small percentage of the firm’s Financial Advisors.
• Matthew has been recognized by New Jersey Monthly in its selection of “Wealth Managers” for the years 2012, 2013, 2014, 2015, and 2016.
• Todd Waters, Financial Advisor and Paul Mandel, Financial Advisor have both earned the prestigious Certified Financial Planner designation.
Our clients typically have $2 million or more in investable assets. They rely on us for the comprehensive wealth and investment planning services they need to pursue their most important financial goals.
Meet with us and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth
How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? We have a solution – OneView. Learn about the key benefits of OneView by watching this short video.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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: http://www.morganstanley.com/disclaimers/mssbemail.html
. 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .Awards Disclosures
Morgan Stanley Smith Barney
Log into your portfolio
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
© Morgan Stanley Smith Barney.