Our Story and Services

Hello,

Welcome to the Glovas, Gutierrez, Weekes Group at Morgan Stanley. Our team consists of eight Financial Advisors and five support team members.

In January 2025, Glovas, Gutierrez, Morrow Team at Morgan Stanley was honored as one of Forbes Best-In-State Wealth Management Teams in Pennsylvania.


We have a team of Financial Advisors that focus in working with clients from all walks of life, especially those with diverse backgrounds and who are navigating major life moments and/ or challenging circumstances.
We pride ourselves on building long-term relationships with our clients, which is why we take the time to understand their unique needs and goals. Whether you are a young professional starting out or a retiree lookin to preserve your wealth, we can help create a customized financial plan that aligns with your objectives.

We hope we have the pleasure of working with you in the near future.

DIRECT CORPORATE LINES
Should you need timely financial assistance, please do not hesitate to contact us on our corporate lines by call or text message.

Michael Glovas Sr. : 610 - 816 - 4320
Sondrine Gutierrez : 610 - 632 - 6124
Alex Morrow: 321-504-5225
Michael Glovas Jr. : 917 - 227 - 3445



Disclosures
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year prior to the issuance of the award.

https://www.morganstanley.com/disclosures/awards-disclosure.html
Click to see awards
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Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

HOW ARE WE DIFFERENT?

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Our employees understand the importance of including family or relatives in the financial planning process, as we have family members who we work with. Working in a multigenerational atmosphere helps us better understand the wants and needs of our clients and how to better serve them.
We have experience advising a wide range of investors. Our goal is to give you confidence when it comes to your portfolio. Our experience along with Morgan Stanley Modern Wealth tools will help us give your investments the attention it deserves.
Our team is easily accessible. If you are ready to develop a financial plan, we are here to review what your goals and values are. We will create a tailored plan that best fits your needs as an investor and continue to monitor your plan to adjust to your lifestyle or any life changes.
We are all local members who actively participate in our community and host events and seminars locally so we continue to give back.

Retirement Navigation Process

If you and your family were having a discussion three years from today, and you were to look back over those three years to today, what has to have happened, both personally and professionally, for you to feel happy about your progress?

It's an important question to answer because it helps identify your family's Dangers, Opportunities, and Strengths. Over the years, our team has developed and refined the 8-Step Retirement Navigation Process (RNP).

It's specifically designed to address your D.O.S. and develop a comprehensive plan to help deliver clarity and confidence during your retirement journey.
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    Step 1: Assets
    Your assets may include, 401(K), 403(b), 457 plans, lump sum pensions, real estate, investment accounts, bank accounts, stock options, stock purchase plans, and business assets.
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    Step 2: Liabilities
    In general, we advise our clients to be debt free in retirement. Before you retire, it's important to examine all your liabilities.

    Liabilities may include; mortgages, lines of credit, student loans, vehicle loans, credit cards, and business loans.
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    Step 3: Income
    In retirement, you'll likely need to generate enough income to maintain your current lifestyle. You may have multiple sources of fixed income including pension payments and Social Security. You may also have other sources of fixed income as well during retirement.

    Your retirement income gap is the amount above your fixed income needed to live on. The additional amount will likely need to be generated by your investments. We can design a custom retirement income plan for you and your family.
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    Step 4: Expenses
    Knowing what your expenses will be in retirement is critical. During the accumulation years of your life, savings rates are the key to success. During retirement however, withdrawal rates matter the most.

    Our technology can help you manage and track your expenses to help make sure your plan remains successful throughout retirement.
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    Step 5: Risk Management
    It's important to make sure your plan has the proper guardrails to keep you and your family on track.

    Some of these guardrails include insurance planning. We recommend reviewing your term, whole life, or long term care insurance needs prior to retirement.
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    Step 6: Estate Planning Strategies
    As you approach retirement, it's important to make sure your estate planning strategy is aligned with your investment and financial plans.

    You may consider hiring an estate attorney who can help design wills, trusts, powers of attorney, and medical directives.
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    Step 7: Assembling Your Team
    Before and during retirement, it's important your personal tax advisor, personal estate planning attorney, and financial advisor communicate regularly and operate as a virtual team on your behalf. Your virtual team should meet with you and your family at least annually.
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    Step 8: Continued Monitoring
    Approaching and during retirement, it's important to check up on your investment and financial plans to make sure they are on track.

    Our technology can help track and manage your plans to help ensure they are successful throughout retirement.

CYBERSECURITY RESOURCE CENTER

Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do.

The Firm is actively supporting a multitude of layers of security. Security includes the following; strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
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    Security Center
    Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
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    Digital Vault
    Digital Vault
    Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
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FINANCIAL RESOURCES

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    Morgan Stanley Online
    Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
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    Digital Vault
    Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
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    eDelivery
    Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
    Enroll Today
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    Total Tax 365
    Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
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    Total Tax 365: Tax-Smart Investing. All Year Long.
    Taxes act as a drag on your investment performance that can be heavier than any fee you pay. But they might also be the easiest to reduce, with the right strategies in place. Morgan Stanley Total Tax 365 offers a full spectrum of tax-efficient solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve after-tax returns.
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    Next Generation Gifting Considerations
    As you consider gifting options, ask yourself how you would like financial gifts made to children or other family members to be used.
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    Your Life, Your Wealth: Planning for Your Financial Future
    Your financial goals and priorities will likely shift with time. To help prepare for the road ahead, ask yourself what matters to you and your family long term. Here’s how you can get started:
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WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

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    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

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    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
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    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
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    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

101 Larry Holmes Dr
Suite 301
Easton, PA 18042
US
Direct:
(610) 559-6380(610) 559-6380

Meet Glovas Gutierrez Weekes Group

Photo of Lilrene Smith

Lilrene Smith

Group Director
Phone:
(610) 559-6384(610) 559-6384
Photo of Barbara Rush

Barbara Rush

Vice President, Registered Client Service Associate
Phone:
(610) 559-6383(610) 559-6383
Photo of Patrice Barattini

Patrice Barattini

Team Administrator
Phone:
(610) 559-6386(610) 559-6386
Photo of Jennifer Ramphal

Jennifer Ramphal

Portfolio Associate
Phone:
(610) 559-6396(610) 559-6396
Photo of Sharon Starkes

Sharon Starkes

Senior Client Service Associate
Phone:
(570) 476-8540(570) 476-8540

About Michael R Glovas

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources in the way that is most appropriate for how you invest and what you want to achieve. Working together to help preserve and grow your wealth, you'll have access to some of the world's most seasoned and respected professionals, a premier trading and execution platform, and a full spectrum of investment choices.

I seek to understand my clients broadly and deeply enough to find the opportunities that add value, not only to their financial objectives, but also to their life aspirations. I help them determine what's really important and develop actionable, flexible strategies to help them meet their financial needs.

With over 38 years of experience, I offer you a practiced professional with the commitment of serving your finances in the best way I can, putting your needs first and striving to build your wealth. I am a Certified Financial Planner® (CFP®), which means I have met specific ethical requirements and successfully completed a rigorous examination administered by the Certified Financial Planner Board of Standards, a professional regulatory organization.

I am also a Certified Private Wealth Advisor® (CPWA®), which is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients. Unlike credentials that focus specifically on investing or financial planning, the CPWA® certification program takes a holistic and multidisciplinary approach.

Along with being the Boys' Basketball Head Coach at Wilson Area High School, I enjoy remodeling, fixing and restoring old homes. I also serve on the financial board of the Diocese of Allentown and Bloomsburg University Football Foundation. I have been married for over 36 years with 4 wonderful children and a white German Shepherd.
Securities Agent: ME, FL, WI, NM, MN, MA, ID, DE, AL, CT, IA, KS, TX, VA, AR, AZ, NH, SD, TN, CO, KY, MS, NC, NV, VT, LA, MO, ND, NE, OH, OR, UT, WA, AK, CA, DC, HI, IN, MI, NJ, WY, GA, IL, MD, PR, RI, WV, VI, SC, PA, OK, NY, MT; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1316570

About Sondrine N Gutierrez

Sondrine began in the financial services industry in 2010 helping clients evaluate their financial situation and help them achieve their goals. Sondrine understands everyone has different goals and situations which is why she takes the time to recognize the current financial situation that clients are facing and then create a plan to help individuals and families reach their goals.

Sondrine believes that every individual, family and institution should be motivated to get the most out of today. Her mission is to support those she serves by creating a plan that isn’t just numbers on a page. Your plan will be designed to help optimize your resources for tomorrow and provide you and those you care about with a comprehensive plan about their financial future. Sondrine’s risk-aware and results oriented approach starts with gaining an understanding of your “why”. Sondrine is dedicated to delivering personalized service to all those she serves and maintaining a clear focus throughout your relationship on what is important to you.

Prior to joining the Glovas Gutierrez Morrow Group at Morgan Stanley, Sondrine earned a bachelor’s degree from DeSales University while also playing women’s basketball. When she is not serving valued clients, Sondrine enjoys spending time with her husband, Camilo and her four dogs. Along with being a Girls’ Basketball coach at Moravian Academy High School, Sondrine enjoys attending concerts and going to the movie theatre.
Securities Agent: PA, CT, VA, TX, TN, SC, NC, MS, NM, NH, SD, RI, MO, MN, MD, CO, OR, NV, NJ, ME, IN, FL, AK, UT, LA, IA, DC, CA, OK, MI, WV, WA, VT, OH, MT, KY, DE, AZ, AL, WI, NY, GA, WY, PR, MA, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1446203

About Alex Morrow

As a former multiple business owner, Alex understands what it takes to help build sales and lead organizations through significant expansions and deliver strong and sustainable results. These experiences are why Alex works with entrepreneurs and business owners to help provide sound investment advice. Alex makes it a priority to educate his clients so they know and understand what they are investing in. His ability to teach and explain complex financial concepts in plain English has helped him build a career as a portfolio manager.

Alex graduated from Hofstra University with a bachelor’s degree and Columbia Business School with his MBA. His licenses include the Series 3, Series 7 and Series 66.

Alex lives in Doylestown, PA within range of his family which includes 2 daughters, a son, 4 granddaughters and a grandson. In his spare time he likes to mountain bike, play golf and read financial reports.
Securities Agent: MD, DE, CT, WA, PA, MT, MO, MA, KY, FL, AL, WY, OH, NY, PR, OR, NJ, LA, IN, IL, GA, CA, RI, NH, VT, SC, AK, VA, UT, NC, MI, CO, TX, TN, OK, DC, WV, NV, AZ, WI, SD, MS, MN, ME; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1253195

About Michael R. Glovas Jr

Michael Glovas Jr., CFP®, QPFC, is a Financial Advisor with The Glovas Gutierrez Morrow Group. Mike joined the team after earning a Bachelor's degree in Finance and Master's degree in Business Analytics from Ohio State University and The University of Notre Dame.

I am a CERTIFIED FINANCIAL PLANNER™, which means I have met specific ethical requirements and successfully completed a rigorous examination administered by the Certified Financial Planner Board of Standards, a professional regulatory organization. I work with our clients to help meet their financial goals, and ensure that their needs, values, and unique challenges are taken into consideration during the process. A tailored financial plan is the key to making proper investment and financial decisions. My areas of focus include: Investment and Financial Planning, Retirement planning, Tax Efficient Investing, Cash Management and Lending Solutions.

I am also a QUALIFIED PLAN FINANCIAL CONSULTANT, a credential developed by some of the nation’s leading financial advisors and retirement plan professionals — demonstrates your knowledge, insight and commitment to working with retirement plans. Plan advisors who earn this certification demonstrate the experience required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

Being exposed to financial markets and financial planning since I was young, I have developed a passion for growing relationships and helping clients reach their personal and financial goals. Outside of work I enjoy spending time with my fiancée and our two dogs. I also help coach the Wilson Area High School Boys Varsity Basketball team.
Securities Agent: OK, AR, TX, PR, MT, CT, WA, SC, OR, HI, DE, CA, UT, PA, NJ, MS, IA, DC, CO, AL, SD, NE, ND, NC, ME, VT, OH, NY, NV, NM, MN, MA, AK, WY, WI, MD, IN, WV, TN, MI, KY, FL, NH, MO, IL, VA, RI, GA, LA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 2347032

About Todd R. Newman

Todd provides comprehensive investment and financial planning strategies to his clients. If a working relationship is developed, he will work with you to help achieve your lifetime goals.

With more than three decades of financial services experience, he is dedicated to helping successful individuals and businesses meet their financial needs by developing investment plans around their long-term goals. He believes it is only through a thorough understanding of his clients and their goals, that he can truly provide them exceptional service and customized financial strategies.

Todd's mission is to build life-long client relationships built on a foundation of confidence and client satisfaction. His value is built on his experience and knowledge of financial planning strategies, investment products, portfolio management, risk and debt management, and the financial markets. His financial advisory practice is designed to help you achieve an ideal lifestyle, without undue financial sacrifice or unnecessary risk.

Todd holds the Charted Retirement Planning Counselor℠ or CRPC® Designation, which the College of Financial Planning issues to financial advisors who complete rigorous training that encompasses pre and post-retirement needs, asset management, estate planning strategies and the entire retirement planning process.

In addition to being a retirement planning specialist, Todd has earned the Portfolio Manager designation. Some of the other services he provides include portfolio reviews, risk and debt management, tax planning and wealth preservation strategies, and long-term care and life insurance reviews.

Outside of the office, Todd enjoys spending his free time with his wife Ragan, and their children, Zachary and Aubrey. They stay active supporting their children with school activities, social engagements, and athletic endeavors. Todd is the Grand Knight of his Knights of Columbus Council and member of the Esto Vir Men's Group. Todd also enjoys travelling, football, waterskiing, motorcycling, boating, and wine making.
Securities Agent: AR, GA, WV, NJ, NC, MI, KY, CA, VT, VI, HI, DE, AZ, AK, WY, PR, PA, LA, KS, CO, NY, MN, MD, RI, NE, TX, NH, MT, MA, DC, NV, MS, FL, CT, WI, WA, UT, SC, ND, IN, IL, AL, VA, SD, OR, OK, NM, MO, IA, TN, OH, ME, ID; General Securities Representative; Investment Advisor Representative

About Jeffrey T Weekes

Jeff Weekes is a First Vice President-Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional and Portfolio Management Director who has been with the firm for 40 years. His experience in financial planning and financial analysis helps to provide reasoned and thorough advice to our clients. He is committed to using his experience and education to inform, advise and service his clients. He and his team manage more than $600 million in client assets as of July, 2024.

Jeff is a board member of the College for Financial Planning in Denver, Co. Jeff is a 1982 graduate of Colgate University with a concentration in Economics. He is a graduate of the College of Financial Planning and became a CERTIFIED FINANCIAL PLANNER™ professional in 1994. He is a member of the CFP Board’s Sanction and Fitness Standards Commission and Appeals Commission.

Jeff lives in Hamilton Township with his wife of 38 years, Elizabeth Bensinger Weekes. They have two children, Alex and Emily, as well as two golden retrievers. When he is not studying the financial markets he enjoys CrossFit, running, biking, golf and snowboarding.

Although Jeff has helped hundreds of clients transition into retirement over the years, he loves what he does and is not interested in retiring himself.
Securities Agent: NJ, MA, CA, AZ, WI, CT, TX, OR, NC, ME, MD, IL, OH, NY, NV, DE, VT, KY, DC, CO, OK, MI, LA, KS, FL, VA, UT, AL, GA, NH, TN, SC, IN, WA, PA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1587178

About Lisa A Cardwell

Lisa Cardwell is a First Vice President-Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional serving individuals and business owners for more than 25 years. Her extensive knowledge in financial planning - retirement, estate strategies, education and asset allocation - helps our group provide comprehensive financial planning to every one of our clients. Her prior work experience in commercial lending and as a small business owner enable her to advise our clients with an informed perspective.

Lisa graduated with honors from King's College with a BS in Business Administration and holds a MBA from Moravian College. She served as President of the Board of Pocono Services for Families and Children, President of the Pocono Arts Council and as a member of the Kiwanis club. She currently serves on the board of Monroe County Meals on Wheels.

She and her husband, David, have been married 35 years and reside in Hamilton Township with their daughter, Krystal, their 2 dogs and 3 cats.
Securities Agent: VT, VI, ME, ID, IA, AL, WY, WV, KS, NM, NJ, MT, UT, AZ, NE, KY, OR, PA, RI, SC, SD, TX, VA, WI, MA, NH, MS, MO, ND, DE, DC, MI, FL, IN, MD, CT, WA, CO, TN, PR, OK, OH, AR, NY, NV, NC, MN, LA, IL, HI, GA, CA, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1310753

About Tarik El-Bassiouni

Tarik El-Bassiouni is a Financial Advisor and Financial Planning Specialist who understands the importance of world class capabilities and the value of human relationships. For well over a decade he has used his passion for people and finance to advise high net worth clients on all aspects of their wealth management needs. He seeks to provide clients with a sense of well-being not simply through skill and a broad range of investment products, but by making the wealth management process a positive, personal experience. Prior to joining Morgan Stanley, Tarik spent 8 years at a Fortune 100 insurance company where he provided insurance and estate planning solutions to affluent individuals and their families.

A leader in the community, Tarik serves on the board of directors for multiple local organizations including, Women’s Resources of Monroe County, a non-profit who provides shelter and services to victims of abuse and the Stroud Area Region Tennis Association. In addition, he is actively involved in coaching local youth sports and is a member of the Varsity “S” Hall of Fame committee.

Tarik graduated from The University of Miami in Florida with a Bachelor of Business Administration in business law and finance. He earned Academic All American honors while competing for both the men’s tennis and basketball teams. Tarik holds the unique distinction of being a member of a Big East Conference Champion and NCAA Sweet Sixteen team in two Division I sports. After spending time travelling the country as a professional tennis player, Tarik chose to put his racquet down and settle back in his hometown. He currently resides in Hamilton Township with his wife and high school sweetheart, Alexa. They are the proud parents of three wonderful children Marlo, Tae and Mya. Outside of the office he enjoys spending time with his young family or continuing to stay active on the tennis court and golf course.
Securities Agent: NY, MD, CT, TN, IN, DC, PA, OR, NJ, KS, GA, DE, UT, SC, CA, WV, VT, IL, AL, MI, ME, MA, FL, CO, WI, NV, NC, MO, LA, NH, MN, KY, AZ, WA, VA, TX, OK, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1411246
CA Insurance License #: 0I10968

About Lilrene Smith

With over 25 years in the financial services industry, Lilrene drives and guides the team’s operations on a day-to-day basis, ensuring that Morgan Stanley platforms are fully utilized to best serve the team’s clients. She also provides administrative oversight and support for clients as well as the Financial Advisors and Support Professionals on the team. She works closely with the Financial Advisors on executing the teams strategic business plan.

Lilrene joined the Morgan Stanley Easton Office in 2006 as a Registered Service Associate and was promoted to Group Director in 2022. She has worked with Michael R Glovas and his team for over 15 years and enjoys working closely with the team’s clients.

Lilrene graduated from DeSales University and is a Bethlehem native. She enjoys spending her free time with her husband, Scott, and their rambunctious Golden Retriever, Banks, visiting family, gardening, and traveling to Disney World in sunny Florida.

About Barbara Rush

Barb spent her formative years in the Parkland School District, raised her children in the Easton School District, and now resides in the Bangor School District. She has spent most of her life in the Lehigh Valley and attended Northampton Community College and Muhlenberg College.

Barb began her career in finance at Hornblower Weeks Hemphill Noyes before moving on to Warren York, Legg Mason, Smith Barney, and most recently, Morgan Stanley. Her previous positions include wire operator, cashier, registered client service associate, operations manager, compliance officer, and business service officer. She has had the opportunity to wear numerous hats, which has allowed her to learn about various facets of this industry. She takes great satisfaction from working with outstanding advisers to assist customers with their financial objectives and needs.

Barb enjoys spending time with her 13 grandkids, who vary from ages 9 to 23. Her grandkids are highly active in a variety of sports, dance, and musical pursuits. Barb feels very blessed to have family in such close proximity. On Sundays, Barb loves worshipping and serving at Life Church in Nazareth.

About Patrice Barattini

Patrice began her career in the financial services industry after joining Morgan Stanley in 2010. Prior to joining the firm she was an Administrative Assistant/Sales Associate working closely with clients to help them meet their business needs. Her experience before working at Morgan Stanley proved to be a wonderful segue into the Client Service Associate role as she has become an essential part of her team’s practice.

Focused on providing service and creating the best possible client experience Patrice assists in helping clients enroll in Morgan Stanley’s digital wealth tools and makes sure all requests are met in a timely manner. Her cheerful and positive spirit is felt by everybody in the office and she is truly an invaluable asset for her team.

Outside of work Patrice is heavily involved in her community and loves volunteering with local clubs and events. She has two grown children, one who recently got married and another who just graduated college. Baking, cooking and hanging out with good friends and family are a few of her favorite things to spend time doing.

About Jennifer Ramphal

Prior to joining Morgan Stanley Jennifer worked for a small manufacturer and distribution company in their accounting department, within just a few short years she was promoted to the Accounting and Human Resources Manager. It was during that role that Jennifer knew she wanted to work with people and provide services to them by developing trusting relationships.

In 2005 she joined Smith Barney as a client service associate for a team in New Jersey. This gave Jennifer the opportunity to work with multiple advisors within that office, obtain her registrations and strengthen her relationships with her clients, colleagues and managers. Expanding her role Jennifer took on roles consisting of; assisting managers and coaching fellow colleagues in their support roles. In 2014 she relocated to the Lehigh Valley area to be closer to home.

Outside of work Jennifer enjoys spending time with her family. She and her husband recently settled into a fixer upper in Nazareth, PA with their two little boys. They’re learning to be “DIY”ers and are looking forward to slowly remodeling the home and making it their forever home. Before all the home projects the two loved to travel. Jennifer and her husband believe it is important to create educational and memorable experiences for their growing children.

About Sharon Starkes

Sharon is a Client Service Associate with nearly 40 years of customer service experience. She strives to understand the needs and goals of each client that she works with. She coordinates the transfer of all incoming assets, including account transfers and retirement plan rollovers. She is the liaison between our group and our clients.

Most recently, Sharon was a licensed Pennsylvania Realtor, acting as both an office manager and sales person. Prior to her career in the real estate industry she was a mortgage loan officer; originating, processing and closing mortgages for a local bank. Sharon attended East Stroudsburg University and has held the office of Notary Public for the State of Pennsylvania for over 25 years.

She resides in East Stroudsburg with her husband, Lon, their two children Steven and Rachel, and their yellow lab, Shelby
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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.

1When 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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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3When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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4Morgan 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.

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5Morgan 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.

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6Morgan 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.

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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)