Jeffrey S. Embree is a First Vice President and Advisor within the Wealth Management Division of Morgan Stanley and a founding partner of the Apex Point Group, with team offices in New York, New York and Boca Raton, Florida. A dedicated learner throughout his career and a passionate industry impactor, Jeff is a member of the Association of Professional Investment Consultants (APIC). In addition, he has earned the designations of CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Special Needs Consultant® (ChSNC®), Certified Divorce Financial Analyst® (CDFA®), and Certified Investment Management Analyst® (CIMA®) from the Wharton School of Business at the University of Pennsylvania. Jeff and The Apex Point Group were named a Forbes' 2023 Best-In-State Wealth Management Team for Florida.

For more than 20 years, Jeff has served his clients with a unified approach to wealth management. He works primarily with high net worth individuals and families on their comprehensive wealth planning, portfolio management, and asset allocation strategies that incorporate long-term trust and estate planning with inter-generational family considerations. His professional focus includes helping families prepare for the unique financial considerations that face people with special needs and the financial stages of divorce for those that are contemplating or pursuing marital dissolution.

In addition, Jeff works closely with business owners, Chief Financial Officers and Human Resource executives to help ensure that the 401(k) plans offer at their company are effectively structured and implemented.

Jeff has a passion for giving back to the community and is involved with various organizations focused on serving veterans, including American Corporate Partners. He is also actively involved with his alma mater, Colgate University, where he competed in hockey at the Division 1 level. Jeff continues to be devoted to hockey, serving as the President of the New York City chapter of Hockey Players in Business and plays frequently in his spare time. He is an avid skier, is actively involved as a member of the New York Athletic Club Ski Club and also enjoys cycling. Jeff resides in Manhattan and the Hudson Valley with his wife, Emily Carey.

Securities Agent: IL, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1913321
CA Insurance License #: 0H62229

Firm Description

At The Apex Point Group, we are a team of experienced and accomplished wealth advisors based in New York City and South Florida with distinct and complementary expertise, capabilities and perspectives.

Collectively, we have over 60 years of wealth management experience and have earned some of the highest industry credentials, including the Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), Certified Investment Management Analyst (CIMA®), Chartered Special Needs Consultant (ChSNC®), and Chartered Alternative Investment Analyst (CAIA®) designations. In addition, Daniel Neuman CFP® was named among Forbes Best-In-State Wealth Advisors for 2022. The Apex Point Group was also named a Forbes' 2023 Best-In-State Wealth Management Team for Florida.

Whether you are planning for retirement, securing the funds to send your children or grandchildren to college, undergoing a financial transition, or passing along your financial legacy, we methodically create a tailored plan for you that aligns your goals and dreams with the strategies needed to achieve them.

As we work together, you experience our disciplined approach that prioritizes exceptional service and ongoing communication. We are here for you every step of the way. Whether your needs are financial or not, our focus is your long-term success. The goal is for you to enjoy your wealth today while knowing you have a reliable plan for what comes tomorrow.

Securities Agent: IL, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1913321
CA Insurance License #: 0H62229

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