advisor.morganstanley.com
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https://advisor.morganstanley.com/the-conley-group
Submission: On November 20 via api from US — Scanned from DE
Submission: On November 20 via api from US — Scanned from DE
Form analysis 3 forms found in the DOM
POST
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<div class="ContactForm-privacyPledgeSection"><span class="ContactForm-privacyLinkText">Morgan Stanley is committed to safeguarding your information:</span>
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<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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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
At Morgan Stanley, safeguarding your assets and personal information is among
our highest priorities. Learn about our security measures and use our resources
and ideas to help protect yourself online.
Cybersecurity Resources
Digital Vault
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.
Digital Vault
Total Wealth View
As a Morgan Stanley client, you can now conveniently view your accounts from
other financial institutions in one location to give you and your financial
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.
Total Wealth View
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
Spending & Budgeting Tool
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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
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Phone:
(973) 410-3019(973) 410-3019
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SEAN R. CONLEY
Financial Advisor, Financial Planning Specialist
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Phone:
(973) 660-4792(973) 660-4792
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NANCY DI DONATO
Senior Registered Client Service Associate
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Phone:
(973) 236-3682(973) 236-3682
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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: NH, IA, CA, WI, SC, FL, AK, VA, PA, NJ, VT, CO, TX, OR, NC,
AZ, MT, CT, MA, WA, OH, NY, GA, TN; 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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RETIREMENT
Working with you to understand your life goals and develop a personalized wealth
strategy. Today and for the years to come.
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Working closely with you to guide your wealth and investments through the most
challenging market cycles.
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FAMILY
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families face.
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BUSINESS PLANNING
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developing opportunities.
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PHILANTHROPY
Making sure your philanthropic dollars are managed with the same high quality
service as the rest of your wealth.
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LET’S TALK ABOUT YOU
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