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The Noone Group at
Morgan Stanley Smith Barney
20 Linden Place
Red Bank, NJ 07701
Phone: (732) 936-3330 / Toll Free: (866) 967-0818
Fax: (732) 676-7745
[email protected]
The Noone Group has over 30 - years Investment Management Experience. Our
approach to wealth management focuses on helping clients navigate through all
the different elements of their financial lives, while seeking to manage risk and
help clients make informed financial decisions
Step 1
Step 2
Discovery Meeting
Information Analysis
5 Step
Advisory Process
Step 5
Step 3
Ongoing Commitment
Planning / Presentation
Step 4
Plan Implementation
Client Commitment
Discovery Meeting
Engage in conversation to thoroughly understand all of the goals, concerns and other needs
which may be important the potential client
Information Analysis
Analyze the information shared in the discovery meeting to identify possible strategies to
accomplish the objectives of the potential client
Planning / Presentation
Select the most appropriate course of action from the analysis and present recommendations.
Check for understanding.
Plan Implementation
Implement the agreed upon planning strategy and set expectations for future assessment
Ongoing Commitment
Maintain ongoing dedication to the client relationship through regular dialogue and reviews
Our Team
Michael Noone, CIMA, CPWA
Senior Vice President
Financial Advisor
Now in his 30th year on Wall Street, Michael
believes strongly in the principle that the interests
of his clients must come first.
Having spent the first twenty-six years of his career
at Merrill Lynch as a First Vice President and
member of the prestigious Circle of Excellence,
Michael proudly joined Morgan Stanley Smith
Barney, and predecessor firms, in April 2008 as a
Senior Vice President in Red Bank, NJ.
Michael utilizes his vast experience and the broad
resources of Morgan Stanley Smith Barney, to help
provide each of his clients with a "First Class"
experience. He works with each client, family and
institution on a very professional, personalized and
confidential basis, while developing a dialogue with
both their attorney's and tax advisors on an ongoing
Our Team
Michael Noone Jr.
Financial Advisor
Before joining The Noone Group, Michael
interned as an Investment Product Analyst in
the Managed Solutions Group at Merrill Lynch.
Upon graduating from Saint Joseph’s University
‘09, Michael joined the Direct Investment
Division at Merrill Lynch, where he spoke
regularly with clients to review their portfolios
and resolve various investment and retirement
planning issues.
Michael joined Morgan Stanley Smith Barney
in March of 2010 as a Financial Advisor.
Our Team
Jennifer Noone
Client Service Associate
Jennifer is a Client Service Associate for The
Noone Group. She joined Morgan Stanley in
April 2008 after completing two successful
financial internships at Merrill Lynch. She
handles all administrative and operational
requests in a most professional and timely
manner. Her role is critical in assisting clients
on a day to day basis with all of their banking,
credit and personal needs.
Jennifer is a dedicated volunteer and member
of The American Cancer Society in
Shrewsbury, NJ. She enjoys working hard to
raise money for cancer research in hope that
one day there will be a cure. Jennifer enjoys
traveling, working out, and socializing with
friends and family in her spare time.
Qualifications and Associations
Michael A. Noone, CPWA®, CIMA®
Senior Vice President / Financial Advisor
Jennifer Noone
Client Service Associate
Qualifications & Associations:
Qualifications & Associations:
•B.S. in Business Administration, Nathaniel
•FINRA Series 7, 65, 63 and 3 registrations
•Life & Health Insurance Producer
•University of Chicago, Booth School,
CPWA® Program
•University of Pennsylvania, Wharton
School, CIMA® Program
•Long Island University, Graduate Business
School , Advisory Development Board
•American Cancer Society, Active Member
•The Ernie Davis Award, Past Chairman
•The Leukemia and Lymphoma Society, Past
•Heisman Trophy Committee, Past Member
•New York Athletic Club
•The Union League of Philadelphia
•B.A. in Psychology & Mathematics, Syracuse
•American Cancer Society, Chair of Auction
Michael A. Noone Jr.
Financial Advisor
Qualifications & Associations:
•B.S. in Finance, Saint Joseph’s University
•FINRA Series 7, 66 and 31 registrations
•Life & Health Insurance Producer
•Crohn’s and Colitis Foundation of America
A Growth Company Provides Expanding Opportunity
1930’s and 1940’s
1950’s and 1960’s
Formed as an investment banking firm,
Morgan Stanley expands into advisory
services, quickly establishing itself as an
industry innovator.
Notable Accomplishments:
In first full year of operation (1936),
manages or co-manages $1.1 billion in
public and private placements – a 24%
market share.
Joins the NYSE in 1942.
Co-manages World Bank’s $50 million
triple-A-rated bond offering in 1952.
1970’s and 1980’s
Emerges as a global leader, joining forces with
other prominent financial institutions to expand
depth and breadth of offerings.
Builds on heritage of leadership and
innovation, leveraging best-in-class global
capabilities to help individual clients
achieve their goals.
Notable Accomplishments:
In 1962, creates the first computer model for
financial analysis.
Notable Accomplishments:
Merges with Dean Witter, Discover & Co.
to create a global leader in securities,
asset management and credit services.
Enters sales and trading business, increases
real estate finance and advisory services, and
establishes M & A division and Private Wealth
Opens offices in Frankfurt, Hong Kong,
Luxembourg, Melbourne, Milan, Sydney and
Zurich. Expands in London and Tokyo.
Combines equity, debt and leveraged
finance departments to provide integrated
client solutions.
Leads $1.9 billion auction IPO for Google.
Sets up China’s first investment bank and
acts as joint global coordinator and book
runner in largest Chinese IPO to date.
Bringing Home the World’s Best Investment Ideas
With a global presence in 42 countries and a powerful understanding of the investing world, we have the
intelligence and the resources to take advantage of opportunities wherever they arise. We have the intelligence
and the resources to take advantage of opportunities wherever they arise.
Denver Chicago
San Francisco
Menlo Park
Los Angeles
New York
West Conshohocken
Tel Aviv
Mexico City
Hong Kong
Sao Paulo
Buenos Aires
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and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be suitable for all investors. Morgan
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