GGM Wealth Management Group at Morgan Stanley

GGM Wealth Management Group at Morgan Stanley The GGM Wealth Management Group at Morgan Stanley is a wealth management practice committed to helping you achieve your life goals.

The resources of Morgan Stanley together with our team’s diverse skills and experience have enabled us to skillfully address the increased level of financial complexity that our clients face today. Decades of combined experience in the financial services industry have earned us our clients’ confidence. The GGM Wealth Management Group at Morgan Stanley seeks to provide you, your family and the orga

nizations and institutions you help govern an intensely personal experience like that of a small financial boutique. Our mission is to help you develop a wealth management strategy and process that is designed to maximize capital, help to manage risk and guide you through life’s hurdles and successes. Our combined wisdom of over 100 years* has empowered us to utilize both simple and sophisticated strategies to address your most meaningful financial goals.
© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
NMLS #1285038, NMLS #: 1282469, NMLS #: 1282992, NMLS #: 1268374, NMLS #: 1282902
*Please see the team website, *https://fa.morganstanley.com/ggmgroup for details about the members, their functional titles and their individual years of experience.

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies tha...
03/11/2026

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies that may help reduce your overall federal tax burden. https://livesocial.seismic.com/abwGh6

What could military escalation with Iran mean for the markets and your investments? Learn more from our strategists.
03/09/2026

What could military escalation with Iran mean for the markets and your investments? Learn more from our strategists.

morganstanley.com

The GGM Wealth Management Group was proud to recently represent Morgan Stanley at the Forbes | SHOOK Top Teams Summit in...
02/26/2026

The GGM Wealth Management Group was proud to recently represent Morgan Stanley at the Forbes | SHOOK Top Teams Summit in Miami – an inspiring gathering of some of the industry's top advisory teams. The event provided a valuable opportunity to exchange ideas, gain fresh perspectives, and engage in thoughtful dialogue around the evolving needs of today's investors. We look forward to applying these insights as we continue striving to deliver an exceptional experience for our clients.

Art can represent a significant share of your personal wealth. Let's discuss how art indices can offer some insight into...
02/25/2026

Art can represent a significant share of your personal wealth. Let's discuss how art indices can offer some insight into the value of what you own. https://livesocial.seismic.com/aj8KR6

Join us on March 2 for Wealth Education for the Next Generation: Understanding Risk and Volatility. https://livesocial.s...
02/24/2026

Join us on March 2 for Wealth Education for the Next Generation: Understanding Risk and Volatility. https://livesocial.seismic.com/aYOThP

Managing risk is essential for long-term financial success. Whether you're just starting out or refining your investment approach, register and attend to learn actionable insights from Morgan Stanley experts who make complex concepts easy to understand.

Please join us in welcoming Sam Greenberg to the GGM Wealth Management Group at Morgan Stanley! Originally from New Jers...
02/12/2026

Please join us in welcoming Sam Greenberg to the GGM Wealth Management Group at Morgan Stanley!

Originally from New Jersey, Sam graduated from the University of Texas at Austin in 2020. After spending 5 years in tech sales, Sam decided to pivot to Wealth Management. Sam will be working closely with all members of the team to continue to build upon the high level of service our clients have grown accustomed to.

Welcome to the team Sam!

Please join us in congratulating Nick DeSantis on his promotion to Assistant Vice President! This well-earned milestone ...
01/13/2026

Please join us in congratulating Nick DeSantis on his promotion to Assistant Vice President! This well-earned milestone reflects Nick's hard work and dedication to the clients of The GGM Wealth Management Group at Morgan Stanley.

We're grateful to be recognized in the 2026 Forbes Best-In-State Wealth Management Teams ranking as the  #2 team in New ...
01/12/2026

We're grateful to be recognized in the 2026 Forbes Best-In-State Wealth Management Teams ranking as the #2 team in New York. This recognition reflects the trust our clients place in us, and we are deeply thankful for the relationships that make our work meaningful. It also underscores our continued commitment to building long-term relationships grounded in thoughtful advice and disciplined strategy.

[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://livesocial.seismic.com/JhSqy ] https://livesocial.seismic.com/aK0W6H

‘Tis the season for happiness, peace and joy. Merry Christmas!
12/25/2025

‘Tis the season for happiness, peace and joy. Merry Christmas!

Happy Hanukkah! Wishing everyone a wonderful and joyous festival of lights.
12/14/2025

Happy Hanukkah! Wishing everyone a wonderful and joyous festival of lights.

As you approach year-end, consider how strategic tax planning can position you for success in 2026 and beyond. Here are ...
11/28/2025

As you approach year-end, consider how strategic tax planning can position you for success in 2026 and beyond. Here are three key questions we can explore together. https://livesocial.seismic.com/aRa0Rc

Everyone here at the GGM Wealth Management Group wishes you a joyful and thoughtful thanksgiving filled with gratitude a...
11/27/2025

Everyone here at the GGM Wealth Management Group wishes you a joyful and thoughtful thanksgiving filled with gratitude and cherished moments.

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