advisor.morganstanley.com Open in urlscan Pro
23.13.153.233  Public Scan

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3 forms found in the DOM

POST

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    value="Team Website"><input type="hidden" name="00N1K00000fcWdp" id="MS_Application_ID" value=""><input type="hidden" name="00N1K00000fcWdk" id="MS_ECID" value=""><input type="hidden" name="00N1K00000fcWdu" id="MS_Time_Stamp" value=""><input
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    value="FAwebsites@morganstanley.com"><input type="hidden" name="env" value="prod"><input type="hidden" name="captchaToken" value="">
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    <legend class="ContactForm-legend"><span class="ContactForm-legendText">Your Name*</span></legend>
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    <legend class="ContactForm-legend"><span class="ContactForm-legendText">How can we contact you?*</span></legend>
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      <div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label is-required"><input autocomplete="email" name="email" placeholder="Email" required="" type="email"></label></div>
      <div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input autocomplete="tel" data-validation-message="Please enter a valid telephone number" name="phone"
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    <legend class="ContactForm-legend"><button class="ContactForm-collapseToggle" type="button" data-toggle="collapse" data-target="#investment-needs-TeamCarousel-modal0-collapse" aria-expanded="false"
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        <div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16698" name="00N4100000f70ix" type="checkbox" value="Charitable Giving"><span
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              class="ContactForm-labelText">Estate Planning Strategies</span></label></div>
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              class="ContactForm-labelText">LGBT+ Financial Planning</span></label></div>
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              class="ContactForm-labelText">Ultra High Net Worth Investing</span></label></div>
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  <div class="ContactForm-footer">
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    <div class="ContactForm-privacyPledgeSection"><span class="ContactForm-privacyLinkText">Morgan Stanley is committed to safeguarding your information:</span>
      <div class="ContactForm-privacyLinkWrapper Footer-Link--privacy">
        <a href="https://www.morganstanley.com/privacy-pledge" title="Your Privacy Choices" target="_blank" data-ya-track="privacylink" rel="nofollow noopener noreferrer">Read Our Privacy Pledge<span class="sr-only wcag-new-tab-hover">Link Opens in New Tab</span></a>
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  </div>
  <div style="display: none;"></div>
</form>

POST

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    <legend class="ContactForm-legend"><span class="ContactForm-legendText">Your Name*</span></legend>
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      <div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label is-required"><input autocomplete="given-name" data-track-id="analytics-tracking-fa" name="first_name" placeholder="First Name"
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      <div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label is-required"><input autocomplete="email" name="email" placeholder="Email" required="" type="email"></label></div>
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        <div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input name="00N4100000f70ip" type="radio" value="Morning"><span class="ContactForm-labelText">Morning</span></label></div>
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THE CONLEY GROUP AT MORGAN STANLEY

Sean E. ConleySean R. Conley
Direct:
(973) 410-3019(973) 410-3019
Contact Us


OUR MISSION STATEMENT

Clients place their trust and confidence in us as they know our highest priority
is always helping them achieve their lifetime and financial goals. We provide a
holistic financial planning approach and highly personalized guidance and
financial strategies designed for each unique client situation.
Our Story and ServicesBehavioral InvestingServices We ProvideModern Wealth
ToolsHow We Can HelpLocation


THE CONLEY GROUP

We recognize that success in investing, like life, is not a straight line
approach. There are wins & losses, good times & difficult ones. Sometimes it
seems like the only constant is change.

The Conley Group helps clients develop and maintain a strategic vision and
adhere to a discipline while navigating their financial lives. We believe this
approach helps the client improve their likelihood of financial success.

We provide access to experienced planning, investing, and client service
professionals whose perspectives can add value to each client’s unique financial
situation. We offer an objective and consultative approach and treat others like
we would like to be treated if we were seeking out advice on financial planning
and managing wealth.

We are proud to make available to our clients so many outstanding wealth
management resources, capabilities and intellectual capital accessible from a
global Fortune 100 financial firm.
Services Include
 * Financial PlanningFootnote1
 * Wealth ManagementFootnote2
 * Professional Portfolio ManagementFootnote3
 * Retirement PlanningFootnote4
 * Asset Management
 * 401(k) Rollovers
 * Qualified Retirement PlansFootnote5
 * Business Succession PlanningFootnote6
 * Estate Planning StrategiesFootnote7
 * Trust AccountsFootnote8
 * Life InsuranceFootnote9
 * Long-term Care InsuranceFootnote10
 * Cash Management and Lending ProductsFootnote11
 * Endowments and FoundationsFootnote12
 * Alternative InvestmentsFootnote13

Check the background of Our Firm and Investment Professionals on FINRA's
BrokerCheckLink Opens in New Tab.*


INVESTING VS. HUMAN NATURE

"Buy low, sell high". This concept applies to just about any investment
opportunity. Wise investors typically seek out opportunities where an investment
is selling for less than it's intrinsic value (actual worth). Unfortunately,
many times in following the herd, or by allowing emotions to overrun logic, some
investors might find themselves selling when they should be buying, and vice
versa.

Behavioral Finance attempts to explain how financial decisions can be made, and
why sometimes those decisions are not rational. A few concepts in this area, to
name a few, are loss aversion, overconfidence, and experiential bias. In our
experience, people tend to favor emotion over logic in decision-making on their
portfolios. The application of these ideas and concepts can have a substantial
impact on the investor's return and overall investing experience.

Emotions can take precedence over logic when it comes to making decisions on an
investor's money. We apply our knowledge of these concepts accumulated over
decades of experience to help clients. We provide a disciplined, logic based,
non-emotional approach to asset management which we believe helps to deliver a
quality result over time.


Wealth Management

We take a holistic approach to bring all the aspects of your financial life
together. We use our analysis and experience to develop a customized plan that
works for you.

Financial Planning

Goals are personal. Wealth Management should be too. Whatever it is you want to
achieve, The Conley Group at Morgan Stanley is here to help. Working with us as
your Financial Advisor team, paired with our technology, is a great way to
access advice and build a wealth plan. We will work with you to help you uncover
your needs, manage risk, and build a customized plan to help you reach your
financial goals.

Retirement Planning

Leading up to, and through retirement, The Conley Group helps you identify the
most appropriate ways to acquire the income you need and help ensure that you
are on track to achieve your financial goals.

Asset Management

Based on your goals, assets, and input, The Conley Group can help create an
investment strategy tailored to your unique needs.

Professional Portfolio Management

Our professional portfolio management service is designed to help our clients
achieve their financial goals through expert management of their investment
portfolios. Utilizing a disciplined and data-driven approach, The Conley Group
helps identify investment opportunities and construct well-diversified
portfolios tailored to each client's individual objectives and risk tolerance.

529 Education Savings Plans

529 plans offer a flexible, tax-advantaged way to invest for education expenses
while helping to improve estate planning. Gain fiduciary oversight of your
education funding strategy within the context of your broader portfolio through
the exclusive Morgan Stanley National Advisory 529 Plan.

529 Plan Options at Morgan Stanley
Alternative Investments

Our comprehensive strategies, diverse talent, and global resources enable us to
offer a range of investment opportunities that to help you optimize your
portfolio. Leveraging alternative investments can help eligible investors
enhance returns, reduce volatility, manage taxes, and generate income.

Investment Advisory

Manage your investments within a holistic advisory relationship and take
advantage of integrated tax, risk management and estate planning benefits across
your entire wealth strategy—backed by leading insights and one of the financial
industry's most comprehensive, multi-award-winning advisory platforms.


MODERN WEALTH TOOLS

Our comprehensive suite of digital tools are designed to help enhance every
aspect of your financial life. Below are a few of the technologies that we offer
our clients.

Morgan Stanley Online

Morgan Stanley Online (MSO) has a variety of digital features that help you keep
track of your finances. They include mobile check deposit, paying your bills
online, sending money through Zelle®, and accessing current market data,
research, company profiles and quotes.

Morgan Stanley Online
Cybersecurity Resources

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Digital Vault, available on Morgan Stanley Online and the Mobile App, allows you
to build a centralized document library where files are stored using encryption.

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As a Morgan Stanley client, you can now conveniently view your accounts from
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advisor a full picture of your financial wealth and health. Log into Morgan
Stanley Online or download the Morgan Stanley Mobile App to link and add
external accounts.

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Portfolio Risk Platform

Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk
engine, a state-of-the-art, innovative risk engine used by several of the
world's largest institutional asset managers, providing you with comprehensive
risk analytics and a sophisticated view of the risk/return dichotomy across your
financial portfolios.

Portfolio Risk Platform
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See where your dollars are going.

Spending & Budgeting Tool


HOW WE CAN HELP



As your dedicated Financial Advisors, our role is to tailor a personalized
financial strategy which fits your needs. Our process begins with a detailed
conversation that identifies what is truly important to you. We'll ask a series
of questions to provide us with an in-depth understanding of your personal,
professional, and financial situation, while educating us about your long-term
investment goals, time horizon, and tolerance for risk. Over many decades, we
have developed a step by step process for working with clients:

Discovery Process

We take the time to fully understand you and your family - whether you're
planning for retirement, purchasing a home, or living out your golden years - we
consider all of your challenges, goals, and aspirations when building your
financial picture.

Forming Your Strategy

Using your life goals as our compass, we create a risk-balanced strategy which
maps a clear path to achieving your success.

Implementing Your Plan

We apply extensive research and analysis, and also utilize Morgan Stanley's full
suite of resources, to ensure swift decisive action in all market scenarios.

Measuring Your Success

We check in with you to deliver metrics around your portfolio, and ultimately
measure trajectory towards your goals. Our ultimate mission is your success and
well-being.


LOCATION

340 Mount Kemble Avenue
Morristown, NJ 07960
US
Direct:
(973) 410-3019(973) 410-3019



MEET THE CONLEY GROUP


SEAN E. CONLEY

Senior Vice President, Financial Advisor, Financial Planning Specialist

--------------------------------------------------------------------------------

Visit Sean E. Conley on LinkedIn
Email Sean E. Conley
Phone:
(973) 410-3019(973) 410-3019
Contact Me
View My Bio


SEAN R. CONLEY

Financial Advisor, Financial Planning Specialist

--------------------------------------------------------------------------------

Visit Sean R. Conley on LinkedIn
Email Sean R. Conley
Phone:
(973) 660-4792(973) 660-4792
Contact Me
View My Bio


NANCY DI DONATO

Senior Registered Client Service Associate

--------------------------------------------------------------------------------

Email Nancy Di Donato
Phone:
(973) 236-3682(973) 236-3682

View My Bio

ABOUT SEAN E. CONLEY

Sean E. Conley received his degree in Business Marketing from The University of
South Carolina in 1991. He has also completed several graduate level classes at
Seton Hall's Stillman Graduate School of Business.

Sean grew up in Clark, NJ and is from a modest background, one income blue
collar family. Having lived with three others in an apartment until the age of
14, Sean grew up appreciating the value of money.

Sean began his career in the financial services industry in 1995, joining
Merrill Lynch in their Financial Advisor Professional Development Program. He
worked at what became BAC/Merrill Lynch as an advisor successfully for 26 years,
earning the title of First Vice President.

He joined Morgan Stanley in October of 2021 as a Senior Vice President,
Financial Advisor in Wealth Management. With decades of boots on the ground
experience, Sean is equipped to help clients navigate complex financial markets
and provide solutions to their wealth management needs.

Sean focuses on each client's unique financial situation, and always frames his
process around defining the client's true investment and rate of return
objectives, risk tolerance, time horizon, and current and future financial
situation.

Over many years, clients have described Sean as attentive, knowledgeable,
confident, and focused. Someone who really takes the time to get to know me, my
financial situation and objectives, and that of my extended family.
Securities Agent: WI, AK, AZ, CA, CO, CT, FL, GA, MA, MT, NC, NH, NJ, NY, OR,
PA, SC, TN, TX, VA, VT, WA; General Securities Representative; Investment
Advisor Representative
NMLS#: 536393

ABOUT SEAN R. CONLEY

Sean helps create personalized financial plans for high-net-worth clients
designed to help them reach their current and long-term goals and objectives. He
leverages the firm’s vast resources and intellectual capital to deliver up to
date planning and portfolio management solutions for clients. He currently holds
the firm’s Financial Planning Specialist title and will be pursuing his
Certified Financial Planner Designation in the near future. He works under his
father who is the team lead and a Financial Advisor since 1996. Sean has many
responsibilities within The Conley Group including working with the adult
children of so many of our long-term clients with the goal of building and
maintaining generational wealth.

Sean is a graduate of Rutgers Business School 2022 cum laude with a degree in
accounting and concentration in Finance. Prior to Rutgers, Sean attended Hanover
Park High school where he achieved over 100 HS wrestling wins and had the
opportunity to wrestle on a NJ Group ll State Championship team. He was voted
Most Outstanding Senior Male Athlete and was awarded The National Football
Foundation Scholarship Award for Greater Morris County.

Away from work Sean enjoys weight training, golf, reading, and spending time
with his family and friends.
Securities Agent: WY, WV, WA, VT, VI, UT, TX, TN, SC, RI, PR, PA, OR, OK, OH,
NY, NV, NM, SD, NJ, NH, NE, VA, ND, NC, MT, WI, MS, MO, MN, MI, ME, MD, MA, LA,
KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General
Securities Representative; Investment Advisor Representative
NMLS#: 2492742

ABOUT NANCY DI DONATO

Nancy began her career in the financial services industry in 1989 in Municipal
Bonds with Halpert & Company. After a long stay at home raising her two
children, she joined UBS in 2002. She was hired at Merrill Lynch as a Registered
Client Service Associate in 2005 where she worked successfully until early 2020.

Nancy joined Morgan Stanley Wealth Management in 2020 as a Senior Registered
Client Service Associate and is a Financial Planning Associate. She is an
experienced professional who customizes her approach to meet the needs of each
unique client.

Aside from work, Nancy enjoys donating her time as an active volunteer at The
Market Street Mission and The Christopher & Dana Reeve Foundation. In addition,
Nancy focuses her personal time on fitness and nutrition. Nancy completed The NY
Marathon in 2017 & Chicago Marathon in 2018.
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CONTACT SEAN R. CONLEY

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Best Time to Contact
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Institution, Government Entity, Foundation or Endowment
Internationally Based Investor / Family
Investing With Impact
LGBT+ Financial Planning
Liability Management
Navigating Divorce Finances
Pre-Liquidity Event
Retirement Planning
Tax Planning Strategies
Ultra High Net Worth Investing
Wealth Transfer Planning / Inheritance
Household Assets
Less than $250,000
$250,000 - $1 million
Above $1 million
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Wealth Management
Global Investment Office


PORTFOLIO INSIGHTS

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RETIREMENT

Working with you to understand your life goals and develop a personalized wealth
strategy. Today and for the years to come.
 * 401(k) Rollovers
 * IRA Plans
 * Retirement income strategies
 * Retirement plan participants
 * Annuities

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INVESTING

Working closely with you to guide your wealth and investments through the most
challenging market cycles.
 * Asset Management
 * Wealth Planning
 * Traditional Investments
 * Alternative Investments
 * Impact Investing

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FAMILY

Creating customized financial strategies for the challenges that today’s
families face.
 * Estate Planning Strategies
 * 529 Plans / Education Savings Planning
 * Long Term Care Insurance
 * Special Needs Planning
 * Trust Services

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BUSINESS PLANNING

Helping you on key aspects of your business such as ownership, liquidity and
developing opportunities.
 * Succession Planning
 * Business Planning
 * Qualified Retirement Plans

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PHILANTHROPY

Making sure your philanthropic dollars are managed with the same high quality
service as the rest of your wealth.
 * Endowments
 * Foundations
 * Donor Advised Funds
 * Impact Investing

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Ready to start a conversation? Contact The Conley Group today.
Contact Us
1Morgan Stanley offers a wide array of brokerage and advisory services to its
clients, each of which may create a different type of relationship with
different obligations to you. Please consult with your Financial Advisor to
understand these differences or review our Understanding Your Brokerage and
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2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith
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and, depending on your specific investment objectives and financial position,
may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC
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Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”)
provide “investment advice” regarding a retirement or welfare benefit plan
account, an individual retirement account or a Coverdell education savings
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amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as
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5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley
Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”)
provide “investment advice” regarding a retirement or welfare benefit plan
account, an individual retirement account or a Coverdell education savings
account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms
are defined under the Employee Retirement Income Security Act of 1974, as
amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as
applicable. When Morgan Stanley provides investment education, takes orders on
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more information regarding Morgan Stanley’s role with respect to a Retirement
Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are
complex and subject to change. Morgan Stanley does not provide tax or legal
advice. Individuals are encouraged to consult their tax and legal advisors (a)
before establishing a Retirement Account, and (b) regarding any potential tax,
ERISA and related consequences of any investments or other transactions made
with respect to a Retirement Account. Individuals should consult their tax
advisor for matters involving taxation and tax planning and their attorney for
matters involving trust and estate planning, charitable giving, philanthropic
planning and other legal matters.

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6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan
Stanley Financial Advisors or Private Wealth Advisors do not provide tax or
legal advice. Clients should consult their tax advisor for matters involving
taxation and tax planning and their attorney for legal matters.

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7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan
Stanley Financial Advisors and Private Wealth Advisors do not provide tax or
legal advice. Clients should consult their tax advisor for matters involving
taxation and tax planning and their attorney for matters involving trust and
estate planning and other legal matters.

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8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan
Stanley Financial Advisors and Private Wealth Advisors do not provide tax or
legal advice. Clients should consult their tax advisor for matters involving
taxation and tax planning and their attorney for matters involving trust and
estate planning and other legal matters.

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9Insurance products are offered in conjunction with Morgan Stanley Smith Barney
LLC’s licensed insurance agency affiliates.

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10Insurance products are offered in conjunction with Morgan Stanley Smith Barney
LLC’s licensed insurance agency affiliates.

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11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC,
and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered
into arrangements with banks and other third parties to assist in offering
certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith
Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A
BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan
Stanley Financial Advisors and Private Wealth Advisors do not provide tax or
legal advice. Clients should consult their tax advisor for matters involving
taxation and tax planning and their attorney for matters involving trust and
estate planning, charitable giving, philanthropic planning and other legal
matters.

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13Alternative Investments are speculative and include a high degree of risk. An
investor could lose all or a substantial amount of his/her investment.
Alternative investments are appropriate only for qualified, long-term investors
who are willing to forgo liquidity and put capital at risk for an indefinite
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CONTACT THE CONLEY GROUP

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Best Time to Contact
Morning
Afternoon
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Investment Needs
Charitable Giving
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Family Wealth Management
General Investment Advice
Global Sports and Entertainment
Help with Special Needs or Disabilities
Institution, Government Entity, Foundation or Endowment
Internationally Based Investor / Family
Investing With Impact
LGBT+ Financial Planning
Liability Management
Navigating Divorce Finances
Pre-Liquidity Event
Retirement Planning
Tax Planning Strategies
Ultra High Net Worth Investing
Wealth Transfer Planning / Inheritance
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Less than $250,000
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Above $1 million
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Morgan Stanley is committed to safeguarding your information:
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