The Cagan Sudol Group is a Wealth Advisor team at Morgan Stanley. We have been helping our clients achieve their financial and brokerage goals for the past 24 years.
Jeffrey Cagan joined the firm (then called Dean Witter) in 1981. Long before it became stylish for brokers to make investment recommendations around a client's estate plans, Jeff saw a need to broaden the services he provided. "I saw the baby-boomer generation working to grow their individual wealth, at the same time that I saw inheritance issues becoming more prevalent," says Cagan. While raising his family and building his business, Jeff also became a certified financial planner, achieving that designation in 1989.
Mark 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."
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