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.
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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.
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