The WCL Group at Morgan Stanley

With more than three decades of financial services experience, Doug helps our high net worth families, corporations and non-profit organizations implement customized wealth management strategies. He is firmly committed to building long-term relationships and strives to integrate his clients’ unique concerns, goals and values into carefully considered, custom financial solutions.

As a Portfolio Management Director and Alternative Investments Director, Doug applies a disciplined approach to portfolio management that strives to maximize predictability and optimize desired outcomes. As a Workplace Advisor for Equity Compensation, he helps executives align their equity compensation with their broader financial goals. With every client, he aims to preserve and grow their wealth, connecting them with the resources they need when they need them.

Doug earned a place in Morgan Stanley’s prestigious President’s Club in 2010, and has consistently maintained that status every year except one. The appointment recognizes Doug’s consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients. From 2014 to 2017, Doug was a member of the Morgan Stanley Financial Advisor Advisory Council, working closely with senior management to discuss the most important issues affecting our industry.

Prior to joining Morgan Stanley in January 2008, Doug served as a Senior Vice President at Merrill Lynch for nearly 15 years. He also worked as an analyst at Butcher and Singer. This long history of hands-on experience in investment banking and wealth management has provided him with strong experience and knowledge in navigating today’s complex markets.

Doug earned a BA in economics, with a minor in international relations, from Lehigh University. He holds Series 7,63,65, and 31 licenses, as well as Life and Health Insurance licenses. Doug and his wife Liz live in Bethlehem PA, where they’ve raised three sons.

With more than 25 years of experience in financial planning and portfolio management, Steve delivers well-rounded, holistic solutions to our valued clients. He combines an in-depth knowledge of traditional and alternative investments with a highly personalized approach to assist clients in developing customized strategies that address their specific needs.

Steve’s client-focused process and outstanding service has earned him national recognition by Forbes as one of the “Best-in-State Wealth Advisors for Pennsylvania” in 2019-2024. A CERTIFIED FINANCIAL PLANNER™ since 2016, Steve assists high net worth families and business owners in planning for their financial future, using a financial planning approach for developing risk adjusted strategies.

Steve enjoys helping families create a multi-generational approach to wealth management. Working together, they strive to navigate turbulent markets and handle life transitions, such as retirement or sale of a business, that may impact a client’s circumstances, financial needs and plans for the future.

Prior to joining Morgan Stanley, Steve was a Financial Advisor at Merrill Lynch, where he was recognized as Rookie Financial Advisor of the Year for Eastern Pennsylvania in 1997. Previously, he was a Major Accounts Executive at Xerox Corporation, where he developed sophisticated financing solutions for some of Lehigh Valley’s most prestigious firms.

Steve earned a BS degree in business administration from Shippensburg University. He holds his Series 7, 63 and 65 licenses, along with Life and Health Insurance licenses. In 2006, he earned the designation of Chartered Retirement Planning Counselor℠ (CRPC^®).

Originally from Chicago IL, Steve and his wife Tammy currently reside in west end Allentown. They have two grown children.

2019, 2020, 2021, 2022, 2023, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Mary has worked with Morgan Stanley since 2005 as a Financial Advisor and Certified Financial Planner™ (CFP^®). Her overriding goal is to give her clients the best life possible with the resources they have available. She works primarily with families, professionals, LGBT community members and business owners, overseeing their entire financial picture to help them prepare a plan for the next phase of their lives.

Mary’s first step with new clients is to develop communication and trust. She wants to know her clients’ goals and financial fears. Next, she develops a customized financial plan on how to approach a client’s finances and where to focus attention. No one's life is without change, so she reviews financial plans with her clients on a regular basis. This helps her provide personalized, value-driven advice regarding investments and other financial decisions.

In 2019, Mary was honored to be included on Forbes' "2019 Best-in-State Next-Gen Advisors" list, recognizing Financial Advisors who embody professionalism, dedication, and exceptional service to their clients. Mary earned a BS in Finance from Georgetown University's McDonough School of Business, where she was also a 4-year member of their women's basketball team.

When she’s not working at the job she loves, she is at home with her lovely wife, Amber, and their two daughters, Edith and Eleanor. She is also a big fan of sports. She especially loves playing and watching basketball and golfing.

Sarah has been a vital member of the WCL Group since joining the team in 2012. She is responsible for a variety of portfolio management and investment tasks, as well as helping clients execute daily transactions, set up on-line access and answer operational questions.

A graduate of Cedar Crest College with a BS degree in business administration and a concentration in finance, Sarah joined Morgan Stanley in 2001. As a portfolio associate with FINRA Series 7, 31 and 66 securities licenses, she is able to execute unsolicited trades.

David grew up in Bay Shore, NY, and after graduating high school, he enlisted in the U.S. Army, where he dedicated over 21 years of service before retiring. During his time in the Army, David lived and traveled around the world, completing multiple tours in Iraq and Afghanistan. He is a proud graduate of Endicott College. Today, David and his wife, Desiree, reside in Salisbury Township with their three children: David Jr., Abigail, and Daniel. In his free time, he enjoys working with cars and woodworking.