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Albert Fox

Finance Area Advisory Board Member

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Albert began his investment career in 1994 after earning his Bachelor’s degree in Accounting and Finance from Rutgers University. As co-managing partner of Fox, Penberthy & Dehn at Morgan Stanley, his primary responsibilities include client relationships, investment strategies, liability management, coordinating with accountants, estate attorneys and other professionals to shape clients’ full financial lives. He also oversees the team’s operational, marketing, and strategic planning.

Albert holds the Certified Financial Planner TM designation, awarded by the Certified Financial Planner TM Board of Standards, Inc., and the Certified Investment Management Analyst® SM (CIMA®) designation from the Wharton School of the University of Pennsylvania. Prior to joining Morgan Stanley, Albert spent 20 years with Merrill Lynch, where he designed curriculum and taught other Merrill Lynch Financial Advisors advanced techniques. He continues to speak at various industry forums and events as well as conduct educational seminars for individuals, families, and businesses.

Albert currently serves on the board and executive committee of the Philadelphia Freedom YMCA and on the development committee for Moorestown Friends School, where his two sons graduated in 2020 and daughter attends. In 2021, Albert also joined the Office of Attorney Ethics-New Jersey Burlington County committee. Most recently and for the fifth year in a row, since the inaugural list in 2018, Albert has been highly ranked on the Forbes Best-In-State Wealth Advisors list and ranked #19 in South New Jersey for 2022.*

In college and high school, Albert competed as a power lifter and was named an All-American and two-time Junior National Champion. He continues to enjoy sports, watching baseball and playing golf. Al’s passions also include wine, travel, theater, and times spent at the New Jersey shore with his family. He lives with his wife, Nikki, and their children, twins Zachary and Jackson and daughter Alissa, in Moorestown, New Jersey.

Disclaimers:
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

* Forbes Best-In- State Wealth Advisors
Source: Forbes.com (2018-2022).  Forbes Best-In- State Wealth Advisors ranking awarded from 2018-2022. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in June of the previous year the award was issued having commenced in  June of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking.  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. 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.

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