A Dynamic Wealth Management Team

http://www.allbusiness.com/north-america/united-states-new-jersey/1003118-1.htmlMark Sudol came to the firm (again, when it was still called Dean Witter) in 1989, having begun his career at E.F. Hutton. He met Jeff at the Paramus office and found their philosophies were quite similar. A partnership soon developed to where they began working together with clients to provide recommendations that take account of the estate planning needs of individuals and families. Mark completed his CFP designation in 2000. "Together, Jeff and I are able to offer access not only to each other's experience, but also to other Morgan Stanley professionals. Additionally, we work with our clients' tax advisors and lawyers to help develop effective brokerage strategies for their wealth while minimizing the impact on taxes."