Jeffrey S. Embree is a First Vice President and Wealth Advisor within the Wealth Management Division of Morgan Stanley’s 522 Fifth Avenue office in New York. He holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®) and Certified Divorce Financial Analyst® (CDFA®).
For more than 20 years, Jeff has been serving his clients with a unified approach to wealth management. As a partner in “The Neuman / Embree Group”, he works primarily with high net worth individuals and families on their comprehensive wealth planning, portfolio management and asset allocation strategies. He has particular focus on overall trust and estate planning strategies, inter-generational family planning, the financial stages of divorce and helping families prepare for the unique financial considerations that face people with disabilities. In addition, he also focuses on helping private business owners as well as public company CFO’s and Human Resources structure their company’s 401(k) and other retirement plans as effectively as possible.
Jeff has a passion for giving back and is involved with various charities including American Corporate Partners mentoring recently returned armed forces veterans, as well as Service to School as an Ambassador helping veterans with the college application process to earn acceptance into the best college possible. He is also very involved on many levels with his alma mater, Colgate University, where he graduated with a BA in economics and competed in hockey at the Division 1 level. Jeff resides in Manhattan with his wife, Emily, and also spends a considerable amount of time in the Hudson Valley.