Morgan Stanley has formed the entity Table Rock Group at Morgan Stanley, a merger of two established wealth management teams in Oneonta and Glens Falls.
Officials said the name is taken from familiar Oneonta and Adirondacks landmarks, known for their strength and stability and as a congenial place for families to meet.
The 12-member Table Rock Group merges two experienced Morgan Stanley financial advisor teams, The Morgan McReynolds Group in Oneonta and the Grasmeder Team in Glens Falls, the company said.
Principals include:
Erna Morgan McReynolds, managing director, wealth management, and financial advisor, with 28 years of industry experience. She is member of Morgan Stanley’s Chairman’s Club, and recognized 2008-2016 by Barron’s in its “Top 100 Women Financial Advisor” list. Barron’s also recognized the Morgan McReynolds Group as one of its top teams in 2015.
Kathleen R. Grasmeder, senior vice president, senior portfolio manager, senior investment management consultant, financial planning specialist and financial advisor with 20 years of industry experience. She is a member of Morgan Stanley’s President’s Club.
Daniel J. Grasmeder, certified financial planner, associate vice president, resident manager and financial advisor in Glens Falls. He trained as a civil engineer and worked as a senior business executive prior to joining Morgan Stanley in 2007.
Bryan Biagioli, financial advisor with seven years of experience in financial services, worked previously in institutional equity sales and trading.
Other team members include, Janet Branigan and Lori Cudney, assistant vice presidents and business development directors; Ann Troiano, portfolio associate and senior registered associate; Daniel Brown and Matthew Baitinger, registered associates; Victoria Gardner, senior client service associate; and Angela Platt and Christiane Hughes, client service associates.
Company officials said the Table Rock Group is experienced in family wealth advising and offers a broad range of financial and investment planning services. It can be reached at 1-800-526-1866 or 793-4181 for the Glens Falls office at 20 Maple St., Glens Falls.
The company website is fa.morganstanley.com/tablerockgroup.
Morgan Stanley Wealth Management provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.