Berwyn Branch Office

Joseph Morganti is the Market Manager of the Berwyn office. He oversees 1 additional office, Newtown Square.

Joe started with Morgan Stanley as a Branch Development Manager in 2013 and most recently held the Assistant Complex Manager position. Joe’s prior positions include Manager Training Advisor and Branch Manager at UBS and a Financial Advisor at Merrill Lynch.

Joe graduated from Temple University. He resides in Havertown, PA with his wife and 2 children.

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State License Codes
Securities Agent
Investment Advisor Representative
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Alain Boletta is a Business Service Office in the Greater Philadelphia Market.

Prior to joining Morgan Stanley, Alain spent 16 years with the Vanguard Group holding several leadership positions working with High-Net Worth clients as well as Regulatory Operations. Most recently, Alain was the Director of Service and Operations at Lincoln Investment.

Alain earned his Bachelor of Science degree in Finance from Marist University in 2006, and a MBA from Villanova University in 2021. He also holds the CERTIFIED FINANCIAL PLANNER™ designation.

Outside of work, Alain is an avid tennis player and enjoys spending time with his family at the beach.

John has 23 years of experience in the financial services industry starting as a Financial Advisor at American Express Financial Advisors. He spent 20 years at Charles Schwab as a Financial Consultant and Acting Branch Manager. His most recent role was as a Financial Consultant at E*Trade. John is a CERTIFIED FINANCIAL PLANNER™ and holds the series 7, 9, 10, 63, & 65 licenses. He received his undergraduate degree from Thomas Edison State University. John is a lifelong Bucks County, PA. resident and avid Philly sports fan.

John started with Smith Barney’s Consulting Group in Nov 1994 and has worked in various roles within Consulting Group.
John spent his early years working on the technology side assisting with the various in house performance and manager search and selection tools. Mr. Kramer then moved on to training and managing the Northeast division of technical analysts on the various advisory platforms, manager selection tools and performance tools. He also assisted the CG Regional Directors at the time with training and education events in the Northeast Division.

In 2005, John became a Regional Director, working closely with Legg Mason financial advisors assisting them converting from Legg Mason to Smith Barney. His knowledge proved the be a great fit to work with the migrations of the two firms and he would be an asset again in 2012, when Morgan Stanley and Smith Barney merged.

John currently works with financial advisors in the DC/Annapolis, Greater Philadelphia and Greater Chesapeake complexes to assist them with navigating the various advisory platforms, practice management engagement, client meetings, presentations, working with advisors on their business practices, pricing, asset allocation and manager selection.

John Graduated from the University of Delaware and holds a BS in Business Administration with a concentration in finance and holds a CIMA and has been an active member in APIC (Association for Professional Consultants) for the last 18 years.

Joseph is an Executive Director at Morgan Stanley and a Wealth & Estate Planning Strategist for the Mid-Atlantic region of the firm. In this role he works with the firm’s most ultra high net worth clients and their outside advisors on strategic solutions in the areas of estate, tax and family governance. Utilizing a multi-disciplinary approach he is able to bring Morgan Stanley’s wide range of specialists to focus on solutions affecting the ultra high net worth client space. Utilizing both internal and external resources, Joseph works with clients their accountants and attorneys to develop deep intergenerational solutions and efficiency. Joseph brings the firm’s intellectual capital to clients and their professional service providers through sophisticated trust modeling, tax analysis and investment strategies and analysis. Joseph also teaches and grades Financial Advisors who enroll in the Morgan Stanley Family Wealth Director program and works closely with Morgan Stanley Gift. He is a frequent lecturer for the firm and actively speaks on topics ranging from tax strategy, diversity and governance.

Joseph has over 25 years’ experience in the areas of investment analysis, law, tax and business. Prior to joining Morgan Stanley Joseph was an executive vice president at CITI/Smith Barney, a principal at Duane Morris / Wescott and headed the Federal tax shelter practice for Arthur Andersen LLP.

He holds degrees in both Economics and Sociology from the University of Massachusetts, law degrees from Western Michigan Cooley Law School and Villanova University School of Law. Joseph is also a member of the New Jersey Bar, Wharton Securities Executive Institute and holds series 7, 66 and 24 licenses.

Fabienne Sarnecki is a Private Banker serving Morgan Stanley’s Wealth Management offices in Pennsylvania.

Fabienne began her career in financial services in 2009 and joined Morgan Stanley in 2016 as a Regional Analyst. Prior to joining the firm, Fabienne was an Internal Wholesaler at Lincoln Financial Group as well as an Account Manager & Marketing Coordinator at Navidor Merchant Services.

Fabienne received a Bachelor of Arts in Economics from New York University. She resides in Wayne, PA, with her husband Nick and daughter Olivia. Outside of the office, Fabienne enjoys running, hiking, exploring new types of cuisines and traveling with her family.

NMLS#: 1879930

Luke brings 8+ years of financial planning experience. Most recently, he was the Director of Financial Planning for Vivid Advisory with Northwestern Mutual Wealth Management. In this role he helped grow the team into a top 10 planning team at the firm, focusing on advisor development and team growth. Luke holds a Bachelor of Science in Economics from Arizona State University and both the CFP^® and ChFC^® designations.