At Morgan Stanley I work with ultra and high net worth individuals, families and business owners with the intention of building strong relationships by understanding their lifestyles, concerns, and goals. The cornerstone of my practice is the personal level of service I offer clients combined with a focus on portfolio & risk management, and financial planning. As a CERTIFIED FINANCIAL PLANNER™ pro
fessional, I take pride in always putting client’s interest first. I am Series 7, 63, 65, 9, 10 licensed as well as Life, Accident & Health insurance licensed. I became a CERTIFIED FINANCIAL PLANNER™ professional in 2010 and am a member of the CFP® Board of Standards. This designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement. I completed the coursework at The Wharton School, University of Pennsylvania. I also received the CRPC® designation. I graduated from Providence College with a Bachelor of Science degree in Finance. I currently resides in Mantoloking, NJ with his wife Brittany and sons Gianluca and Santino (Sonny).
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For more information on the designation(s), go to: https://advisor.morganstanley.com/the-buckley-group
Asset allocation does not guarantee a profit or protect against a loss in a declining financial market. NMLS #: 1279053
