advisors

Philip Vallone Senior Vice President, Financial Advisor, Portfolio Management Lenox Group at Morgan Stanley

1290 Avenue of the Americas
New York, NY 10014

philip.d.vallone@morganstanley.com morganstanleyfa.com/lenoxgroup 212.692.2904

The Lenox Group serves the needs of wealthy individuals and their families, endowments, foundations and closely held businesses. The firm’s recommendations take into account prevailing market, economic and geopolitical conditions, but more importantly, are based strictly on clients’ unique goals, time horizon and tolerance for risk. At the Lenox Group, it is understood that many capable wealth managers are competing for clients’ business. The firm is acutely aware that when they choose a manager, they trust them not only with their assets but with their long-term financial security. The Lenox Group committed to providing the service and resources they need to help achieve their evolving financial goals.

At a Glance

Minimum Net Worth Requirement

$3 million (planning services), $1 million (in assets, investment services)

Compensation Method

Asset-based fees, commissions (investment and insurance products)

Assets Under Management $1.699 billion (as of 7/1/16)
Minimum Fee for Service None
professional services provided
  • Financial planning
  • investment advisory
  • insurance products
  • money management strategies
  • investment products
  • alternative investments

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