Chris Smith
Trust Specialist
Aaron McIntyre
Vice President,
Financial Advisor,
Portfolio Management Director,
Financial Planning Specialist
Direct:
(610) 430-1940(610) 430-1940
Toll-Free:
(800) 345-3050(800) 345-3050
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your financial goals
Practice and Services
Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. With over 30 years of experience as a Financial Advisor at Morgan Stanley, Aaron brings to his clients an extended professional experience in working with the unique challenges, styles and strategies that distinguish wealthy investors and institutions. With the assistance of a client service team and other seasoned investment and planning professionals, he works with clients to help preserve and grow their wealth utilizing a premier trading and execution platform and a full spectrum of investment choices.
Aaron’s approach to his clients’ financial circumstances is to be the primary coordinator to implement solutions for their most important wealth planning and life-event needs, such as retirement and estate planning . Personalized planning and plan implementation, encompassing services such as individual portfolio management and trust services, is a cornerstone of his practice. His goals are both to simplify your life, and significantly increase the probability of your financial success.
Aaron holds the Series 7 General Securities Representative license, the Series 65 Uniform Investment Adviser license, the Series 63 Uniform Securities license, and holds a Life, Accident and Heath Insurance license.
Aaron’s approach to his clients’ financial circumstances is to be the primary coordinator to implement solutions for their most important wealth planning and life-event needs, such as retirement and estate planning . Personalized planning and plan implementation, encompassing services such as individual portfolio management and trust services, is a cornerstone of his practice. His goals are both to simplify your life, and significantly increase the probability of your financial success.
Aaron holds the Series 7 General Securities Representative license, the Series 65 Uniform Investment Adviser license, the Series 63 Uniform Securities license, and holds a Life, Accident and Heath Insurance license.
Securities Agent: VA, NJ, WA, TN, PA, NY, NC, MD, FL, DE, CA, AZ, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 2692107
NMLS#: 2692107
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About Aaron
Aaron and his team are passionate about helping his clients achieve their financial goals. Through a personalized planning process, he helps clients navigate the financial markets with confidence. His clients include both wealthy families and institutions.
As Portfolio Management Director at Morgan Stanley Aaron is part of a select group of Financial Advisors qualified to manage client assets independently within Morgan Stanley’s Portfolio Management Program. Further, as a designated Investment Management Consultant at Morgan Stanley, he advises institutional clients in the selection of appropriate portfolio management. Aaron believes the stability of his long standing practice at Morgan Stanley has benefited his clients. A graduate of Drexel University, Aaron has 32 years of experience at Morgan Stanley working directly with clients, and their assets, through various investment environments and planning circumstances. With an interest in incorporating environmental and social governance into portfolios he considers himself a passionate student of the capital markets, portfolio management, and financial planning.
Aaron is active in his community: serving as an elected Pennsylvania Township Supervisor, presently as Chairman; serving on the board of his local Land Trust; and serving as President of his HOA. He and his wife, Diane, are proud parents of their son Ethan, who attends Saint Joseph's University as a Finance major and scholarship athlete. In his spare time Aaron enjoys running and fitness, spending time with his family, and volunteering his time toward improving the life of animals.
Aaron holds the Series 7 General Securities Representative license, the Series 65 Uniform Investment Adviser license, the Series 63 Uniform Securities license, and holds a Life, Accident and Heath Insurance license.
As Portfolio Management Director at Morgan Stanley Aaron is part of a select group of Financial Advisors qualified to manage client assets independently within Morgan Stanley’s Portfolio Management Program. Further, as a designated Investment Management Consultant at Morgan Stanley, he advises institutional clients in the selection of appropriate portfolio management. Aaron believes the stability of his long standing practice at Morgan Stanley has benefited his clients. A graduate of Drexel University, Aaron has 32 years of experience at Morgan Stanley working directly with clients, and their assets, through various investment environments and planning circumstances. With an interest in incorporating environmental and social governance into portfolios he considers himself a passionate student of the capital markets, portfolio management, and financial planning.
Aaron is active in his community: serving as an elected Pennsylvania Township Supervisor, presently as Chairman; serving on the board of his local Land Trust; and serving as President of his HOA. He and his wife, Diane, are proud parents of their son Ethan, who attends Saint Joseph's University as a Finance major and scholarship athlete. In his spare time Aaron enjoys running and fitness, spending time with his family, and volunteering his time toward improving the life of animals.
Aaron holds the Series 7 General Securities Representative license, the Series 65 Uniform Investment Adviser license, the Series 63 Uniform Securities license, and holds a Life, Accident and Heath Insurance license.
Honors and Recognition
• 2019 FIVE STAR Professional Wealth Manager-Philadelphia Magazine
• Leading Financial Advisor Recognition - Smith Barney
• Thirty Years Loyal Service Award - Morgan Stanley Smith Barney
2019 Five Star Wealth Manager Award
Source: fivestarprofessional.com (2019) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
• Leading Financial Advisor Recognition - Smith Barney
• Thirty Years Loyal Service Award - Morgan Stanley Smith Barney
2019 Five Star Wealth Manager Award
Source: fivestarprofessional.com (2019) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Client Service Team
Renee Patton - Senior Registered Associate
Phone:
(610) 430-1927(610) 430-1927
Email:barbara.r.patton@morganstanley.com
Renee takes initiative to offer excellent service when interacting and working with clients' administrative needs, and provides informed assistance to help them navigate their investment accounts and the financial planning process.
Renee has over 30 years of operational experience at Morgan Stanley, and takes pride in helping our clients achieve their financial goals.
She is earnest about assisting clients with anything they may encounter related to their experience at Morgan Stanley, and has continued her education in the field of finance, holding series 7, 63, 9 & 10 licenses.
In her personal life, Renee devotes her time to caring for animals, gardening, sketching and painting, and is a nature lover who enjoys hiking, camping, fishing, and the beach.
Renee has over 30 years of operational experience at Morgan Stanley, and takes pride in helping our clients achieve their financial goals.
She is earnest about assisting clients with anything they may encounter related to their experience at Morgan Stanley, and has continued her education in the field of finance, holding series 7, 63, 9 & 10 licenses.
In her personal life, Renee devotes her time to caring for animals, gardening, sketching and painting, and is a nature lover who enjoys hiking, camping, fishing, and the beach.
Adrian Schwartz - Financial Planning Director, Vice President
Phone:
(732) 936-3312(732) 936-3312
Email:adrian.schwartz@morganstanley.com
Adrian Schwartz is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices the Greater Philadelphia and Coastal New Jersey markets. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Adrian began his career in financial services in 2011 and joined Morgan Stanley in 2021. Prior to his current position, Adrian worked at TD Ameritrade in New York where he worked with some of the firm’s wealthiest clients in the region and managed two branches.
Adrian graduated from Rutgers Business School with an MBA and holds his CERTIFIED FINANCIAL PLANNER designation. Adrian lives in Manalapan, NJ with his wife and two young children. Outside of work, Adrian spends most of his time with his family. When the opportunity presents itself, he also enjoys playing guitar and golfing.
Adrian began his career in financial services in 2011 and joined Morgan Stanley in 2021. Prior to his current position, Adrian worked at TD Ameritrade in New York where he worked with some of the firm’s wealthiest clients in the region and managed two branches.
Adrian graduated from Rutgers Business School with an MBA and holds his CERTIFIED FINANCIAL PLANNER designation. Adrian lives in Manalapan, NJ with his wife and two young children. Outside of work, Adrian spends most of his time with his family. When the opportunity presents itself, he also enjoys playing guitar and golfing.
Location
3803 West Chester Pike
Ste 200
Newtown Square, PA 19073
US
Direct:
(610) 430-1940(610) 430-1940
Toll-Free:
(800) 345-3050(800) 345-3050
Fax:
(610) 408-1908(610) 408-1908
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Fabienne Sarnecki
Private Banker
About Chris Smith
Chris Smith is an Executive Director and Head of Morgan Stanley’s Trust Services Group. As a 30-year employee of Morgan Stanley, Chris is responsible for maintaining the “Open Architecture” trustee platform, which consists of thirteen third-party trust companies who can serve in a fiduciary, agency or custodial role for ultra-high-net worth client trust accounts. Chris and the Trust Services Group help Advisors, clients, prospects and the professional community understand the corporate trustee services available through Morgan Stanley and how our corporate trustee partners can be used to provide fiduciary solutions for clients. This involves reviewing trust document and statements as well as analyzing family dynamics. Chris then uses this information to recommend one or more of the firm’s third-party corporate trustee partners to possibly serve as trustee, co-trustee or administrative agent for a client trust account.
Prior to joining Morgan Stanley (Dean Witter), Chris worked in the Retirement Plans department of Prudential Securities and prior to that the District Agency department of Prudential Insurance Company. Chris holds a Bachelor of Arts degree in Communication/Journalism and Psychology from St. John Fisher College in Rochester, NY. He lives in Saratoga Springs, NY with his wife Sharon and two boys, Ryan and Michael and has a passion for golf, skiing and horse racing.
Prior to joining Morgan Stanley (Dean Witter), Chris worked in the Retirement Plans department of Prudential Securities and prior to that the District Agency department of Prudential Insurance Company. Chris holds a Bachelor of Arts degree in Communication/Journalism and Psychology from St. John Fisher College in Rochester, NY. He lives in Saratoga Springs, NY with his wife Sharon and two boys, Ryan and Michael and has a passion for golf, skiing and horse racing.
About Fabienne Sarnecki
Fabienne Sarnecki is a Private Banker serving Morgan Stanley Wealth Management offices in Pennsylvania.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Fabienne began her career in financial services in 2009, and joined Morgan Stanley in 2016 as a Regional Analyst. Prior to joining the firm, she was an Internal Wholesaler at Lincoln Financial Group as well as an Account Manager & Marketing Coordinator at Navidor Merchant Services.
Fabienne is a graduate of New York University where she received a Bachelor of Arts in Economics. She lives in Wayne, Pennsylvania with her family. Outside of the office, Fabienne enjoys running, hiking, exploring new types of cuisines and traveling with her family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Fabienne began her career in financial services in 2009, and joined Morgan Stanley in 2016 as a Regional Analyst. Prior to joining the firm, she was an Internal Wholesaler at Lincoln Financial Group as well as an Account Manager & Marketing Coordinator at Navidor Merchant Services.
Fabienne is a graduate of New York University where she received a Bachelor of Arts in Economics. She lives in Wayne, Pennsylvania with her family. Outside of the office, Fabienne enjoys running, hiking, exploring new types of cuisines and traveling with her family.
NMLS#: 1879930
Wealth Management
From My Desk
Top 5 Mistakes Investors Make in Volatile Markets
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Aaron McIntyre today.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
