Roxanne Grise, Family Wealth Director, Global Sports and Entertainment Director, Vice President, Financial Advisor, Financial Planning Specialist

150 John F Kennedy Parkway, 2nd Floor, Short Hills, NJ 07078 | 908.518.5437 (Direct) 800.526.4931 (Toll-free) | roxanne.grise@morganstanley.com (E-mail)

Although Roxanne’s first exposure to the world of finance began at age eight when her father, a Wall Street executive, introduced her to stock tickers, it was hard work, drive and tenacity that propelled her career trajectory and prompted the long list of prestigious titles that now come after her name.

After receiving her MBA, Roxanne joined Morgan Stanley’s training program in 2001 and credits her mentor and first business partner, a super bowl champion, for her foray into the world of sports and entertainment. Armed with the experience and knack for meeting the challenges, demands and complicated planning needs of high profile individuals, Roxanne developed a niche clientele of major athletes, high-net-worth individuals and privately held business owners, earning her the coveted designations of Global Sports and Entertainment Director and Family Wealth Director, a title that only 4% (as of 01/22) of Family Wealth Directors of all Morgan Stanley’s financial advisors hold

This year, Roxanne along with her two partners and team of eight have been named a “Best-in-State Wealth Management Team” by Forbes Magazine and manage over $1 billion in assets as of June 2023. Roxanne also proudly sits on the Finance Committee at St. Leo the Great Parish in Lincroft, NJ and volunteers her time at the school.

Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 – 3/31/22. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC. Member SIPC. CRC 5767301 07/23