The Island Harbor Group at Morgan Stanley Details $1.8 Billion-Plus in Assets Under Management and Team-Based Wealth Planning

MELVILLE, NY, November 6, 2026 (EZ Newswire) -- The Island Harbor Group at Morgan Stanley is built on a simple belief: Wealth should be a source of stability and opportunity, not complication and stress. Drawing on decades of experience, it has guided families, entrepreneurs, and professionals through decisions that go well beyond portfolio construction.

“Our services extend from succession planning and estate strategy to philanthropy, tax efficiency, and multigenerational education,” says Stephen Lawless, Financial Advisor, Executive Director.

With more than $1.8 billion in assets under management* and deep capabilities across financial planning, portfolio management, and alternative investments, the team combines the sophistication of a global financial platform with the personal touch of a trusted Financial Advisor.

A Wealth of Knowledge

Clients benefit not from a single advisor’s perspective but from the combined insight of the entire team. “With credentials such as CFP®, CRPC®, and Alternative Investments Director, the team brings both technical aptitude and personal dedication — depth that’s multiplied through teamwork,” says Kristen Signorile, CFP®, Financial Advisor, Senior Vice President, Alternative Investments Director.

“It’s good to have people to bounce ideas off and debate strategies that are appropriate for each scenario,” says Mark Greco, Financial Advisor, First Vice President. “None of us are looking to retire soon, but when the time comes, our clients and their families know they’ll be supported by a team built for continuity over time.”

Peter Sluka, Financial Advisor, First Vice President, adds, “Team-based coverage ensures clients always have multiple points of contact. This way advice stays consistent, service stays responsive, and client plans have continuity over time, even as life and markets change.”

Personalized Planning

“The Island Harbor Group doesn’t just manage portfolios — we help clients manage the financial decisions that shape their lives,” says James Flood, Financial Advisor, Executive Director, Alternative Investment Director. For some clients, that means coordinating with attorneys and accountants across generations. For others, it’s planning the sale of their business years in advance to help maximize value. For all, it means having a team that listens, speaks candidly, and never forgets that behind every number is a story.

Investments and taxes are important, but they’re only part of the picture. Estate planning, philanthropic goals, business transitions, and retirement strategies matter too — and they tend to be most effective when they’re aligned within a single integrated plan. As David Schiebelhuth, CRPC®, Financial Advisor, Senior Vice President, puts it, “Because each story is different, each plan should be different.”

The team believes they are at Morgan Stanley for a reason: Clients don’t just need advice, they need access. With the scale of a global leader and the precision of a boutique team, The Island Harbor Group at Morgan Stanley can help deliver resources that match the complexity of their clients’ financial lives.

A group portrait of seven professionally dressed team members standing in a row on the floor of a securities exchange, with market display boards and trading screens behind them.

Disclosures

*As of June 2026

The Island Harbor Group is an advisory team with the Wealth Management division of Morgan Stanley in Melville, New York. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Smith Barney LLC, Member SIPC (sipc.org). The team has engaged Fortune to feature this profile in their magazine. They may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up, and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where they are not registered or excluded or exempt from registration. The strategies and/or investments referenced may not be appropriate for all investors.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates, and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Morgan Stanley Smith Barney LLC 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 visit www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates, and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning, or other legal matters. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

© 2026 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 5580609 06/2026.

About The Island Harbor Group at Morgan Stanley

The goal of The Island Harbor Group at Morgan Stanley is to develop a thorough understanding of our clients so we can help them make better financial decisions that are consistent with their goals. Whether you’re planning for retirement, building a business, or setting your bucket-list goals, you need a team of financial advisors on your side. For further information about The Island Harbor Group at Morgan Stanley, please visit advisor.morganstanley.com/the-island-harbor-group.

Media Contact

Kelly Saronka
kelly.saronka@morganstanley.com