Senior Vice President, Wealth Management, Financial Advisor, Certified Private Wealth Advisor®
Phone:
(410) 229-8291(410) 229-8291
Halsey Collins Muller Group at Morgan Stanley
Direct:
(410) 229-8291(410) 229-8291
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Suite of Services
Financial Planning
We offer personalized advice on investment strategies, retirement planning and risk management strategies. We will help you make informed decisions and provide ongoing support to make sure you stay on track towards your financial objectives.
Death and Estate Planning
Our team can help by creating a comprehensive plan that takes into account your assets, liabilities, and future financial goals. This includes strategies for maximizing the distribution of assets to beneficiaries, minimizing taxes and other expenses, and ensuring your wishes for your estate are carried out.
Cash Management
We can help your family with cash management, budget issues, advice on large purchases, or even help your child understand investments.
Corporate Executives
We have specialized knowledge working with corporate executives with insider and restricted equity and can help you navigate the requirements of 10b5-1 rules and concentrated stock position management.
Education Planning
Planning for higher education is one of the many goals we take pride in assisting our clients with. Seeing these goals turn into achievements inspires us to go above and beyond for our clients.
Wealth Management
Our goal is to help you manage your financial affairs in order to help achieve your long-term goals. We do this by involving a range of services, including financial planning, investment management, risk management, and estate planning strategies.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Our Process
Whatever your financial goal - whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is flexible to your wants and needs. Below is the process we take when meeting a new prospective client.
Morgan 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 https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
Morgan 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 https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
1. Introductory Call
We begin with an informal conversation to understand your financial concerns and determine how we can add value. If we all agree to move forward, we’ll schedule our next meeting and request important financial information.
2. Discovery
We continue the dialogue we started, learning about the values that shape your decisions and identifying any unique circumstances around your wealth. We review the documents you prepared and begin to define your priorities and timelines.
3. Analysis and Plan Development
Here, we utilize industry-leading financial planning tools to develop a personalized and detailed financial plan with specific recommendations to help you grow and preserve your wealth. This serves as the foundation for building your initial plan, as well as future wealth management decisions.
4. Plan Presentation
In this step, we will present your financial plan that includes an investment portfolio that aligns your investments with your goals, timeframe, and risk level. We also discuss other wealth management solutions that may include risk management techniques.
5. Implementation
Upon your approval of my recommendations, we begin to implement the strategies outlines in the plan. Once assets have been transferred to Morgan Stanley and are aligned with your investment strategy, walk you through the details of your new statement and introduce all of the tools and recourses available to you.
6. Continued Service and Care
Committed to premium service, we focus on developing a relationship that provides special value to you and your family. As we begin to implement each strategy, we also want to continue to provide top tier attention to stay on top of those financial objectives and maintain a strong relationship with you.
Modern Wealth Management Tools
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online (MSO)
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.
Learn more about MSO
Total Wealth View
With this service, you can view all your assets and liabilities together – whether held at Morgan Stanley or elsewhere – in one place for a comprehensive overview of your assets.
Learn more about Total Wealth View
Cybersecurity
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn more about Cybersecurity
eSign
eSign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork. There is no registration process for you to begin using eSign - all you need is a valid email address and phone number.
Learn more about eSign
eDelivery
eDelivery allows you to securely save, print, send, and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App.
Learn more about eDelivery
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn more about MS ReservedMonthly Outlooks & Updates
We strive to simplify complex financial ideas into a digestible format so that our clients can truly understand the work which goes into planning for their financial futures. We are firm believers in providing our clients with as many resources as possible so that they may stay informed on the latest market trends, analyses, and outlooks. The resources below provide in-depth analysis on current market events and finance topics that are affecting the business world today.
Global Investment Committee on the Markets Monthly Report
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape.
Click Here
On the Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Click Here
Thoughts on the Market
From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
Listen Here
2024 Federal Tax Tables
Here are the federal tax tables for 2024 to assist with your investment decisions.
Click Here
Morgan Stanley Ideas
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Listen HereLocation
303 International Circle
Suite 500
Hunt Valley, MD 21030
US
Direct:
(410) 229-8291(410) 229-8291
Meet Halsey Collins Muller Group
Phone:
(914) 225-2468(914) 225-2468
Phone:
(410) 229-8258(410) 229-8258
Andrew Heyman
Senior Registered Client Service Associate
Phone:
(410) 229-8231(410) 229-8231
About Me
Shawn began his career with Morgan Stanley in 2001 and has more than 20 years of working with institutional clients and high-net-worth families to address their wealth management needs. He was recognized on the Forbes "Best-in-State Wealth Advisors" 2018 and 2021 list. In addition, he holds the Certified Private Wealth Advisor®(CPWA®) designation, awarded by the Investment & Wealth Institute™ and the Chartered Retirement Planning Counselor SM (CRPC®) designation.
Our team works with clients to articulate the vision of their future by divulging their aspirations, needs, family dynamics, and priorities. Our commitment to understanding a vision enables us to shape the plan that provides our clients with a deeper understanding of the appropriate risk, target rate of return, and objectives to help increase the likelihood of success. Together, with the comprehensive resources provided within Morgan Stanley, our team strives to create a cohesive approach. Incorporating our clients’ advisors, including their own accountants and attorneys, assists the team in effectively executing our clients' plan.
Shawn believes that the confidence and trust created through this team process is integral in his relationships with the families for which they serve.
Shawn views ‘time’ as a valuable commodity for clients. The team strives to provide their clients the confidence in knowing that their vision is supported by a team of professionals that share in the determination to achieve their success, and that has the resources available to be efficient and effective in the implementation of a plan.
Outside of the office, Shawn is an active alumnus of York College of Pennsylvania, where he serves as a member of the Board of Trustees. He believes in mentorship, continuing education, community leadership and accountability.
Shawn and his wife reside in Luthervillle-Timonium, Maryland, with their three children and dog.
2018, 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Our team works with clients to articulate the vision of their future by divulging their aspirations, needs, family dynamics, and priorities. Our commitment to understanding a vision enables us to shape the plan that provides our clients with a deeper understanding of the appropriate risk, target rate of return, and objectives to help increase the likelihood of success. Together, with the comprehensive resources provided within Morgan Stanley, our team strives to create a cohesive approach. Incorporating our clients’ advisors, including their own accountants and attorneys, assists the team in effectively executing our clients' plan.
Shawn believes that the confidence and trust created through this team process is integral in his relationships with the families for which they serve.
Shawn views ‘time’ as a valuable commodity for clients. The team strives to provide their clients the confidence in knowing that their vision is supported by a team of professionals that share in the determination to achieve their success, and that has the resources available to be efficient and effective in the implementation of a plan.
Outside of the office, Shawn is an active alumnus of York College of Pennsylvania, where he serves as a member of the Board of Trustees. He believes in mentorship, continuing education, community leadership and accountability.
Shawn and his wife reside in Luthervillle-Timonium, Maryland, with their three children and dog.
2018, 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: TN, UT, VA, VT, WA, WI, WV, TX, MN, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OK, PA, PR, SC; General Securities Representative; Investment Advisor Representative
About Me
David joined Morgan Stanley in 2022 and has more than 30 years of experience in the financial services industry. David has expertise in working with families of significant wealth in helping to address their wealth management needs, collaborate in addressing family dynamics, educating the next generation and delivering a boutique client service experience.
The ability to understand and address the needs of affluent families is an area that David has had direct experience in for over 40 years. He understands the importance of education not only to the head of a household, but to the children and grandchildren for a legacy to be sustainable. He understands the difficulty clients may have in allocating time toward various objectives due to the constant desire for the clients' time by family members, other professionals, and the time commitment required in running an affluent household. David's ability to understand, effectively communicate, help clients build an organized plan of action, and follow through with a successful execution of that plan is a significant value to our relationships.
David graduated from James Madison University with a bachelor's degree in finance, and he is an active volunteer within his community as a coach and within community development. He is married with five children. David is located in the Purchase, New York, office.
The ability to understand and address the needs of affluent families is an area that David has had direct experience in for over 40 years. He understands the importance of education not only to the head of a household, but to the children and grandchildren for a legacy to be sustainable. He understands the difficulty clients may have in allocating time toward various objectives due to the constant desire for the clients' time by family members, other professionals, and the time commitment required in running an affluent household. David's ability to understand, effectively communicate, help clients build an organized plan of action, and follow through with a successful execution of that plan is a significant value to our relationships.
David graduated from James Madison University with a bachelor's degree in finance, and he is an active volunteer within his community as a coach and within community development. He is married with five children. David is located in the Purchase, New York, office.
Securities Agent: HI, PR, VA, NY, WV, MA, WI, WA, VT, UT, TX, SC, PA, OK, OH, NV, NJ, NH, NC, MI, ME, MD, LA, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, MN, TN; General Securities Representative; Investment Advisor Representative
About Me
Rich brings over 30 years of business and entrepreneurial experience in the Financial Services Industry to his career at Morgan Stanley. Rich was the Chief Operating Officer of a large Mid-Atlantic Lender prior to opening and running his own firm for 14 years. Rich also has experience as the President/Owner of a Real Estate Investment firm. Rich joined Morgan Stanley in 2022.
As a Financial Advisor at Morgan Stanley, Rich strives to be the best in his field by assisting families, individuals and successful business owners find their way through life's financial maze. He believes in building client relationships for the long term, guiding clients through the stages of wealth with a plan to bring them closer to reaching their personal and professional financial dreams. He strives to help clients make more informed decisions about financial matters that address both their assets and their liabilities. Whether supporting individuals, families, business owners or executives he works with clients as he would his own family, a relationship based on trust, integrity and a commitment to service.
Rich has lived in Columbia in River Hill since 1993 with his wife Lisa and his two children, Blake and Stefani. When Rich is not working, he enjoys tennis, biking and Motorcycling. Rich was also a Lacrosse Coach at River Hill High School.
As a Financial Advisor at Morgan Stanley, Rich strives to be the best in his field by assisting families, individuals and successful business owners find their way through life's financial maze. He believes in building client relationships for the long term, guiding clients through the stages of wealth with a plan to bring them closer to reaching their personal and professional financial dreams. He strives to help clients make more informed decisions about financial matters that address both their assets and their liabilities. Whether supporting individuals, families, business owners or executives he works with clients as he would his own family, a relationship based on trust, integrity and a commitment to service.
Rich has lived in Columbia in River Hill since 1993 with his wife Lisa and his two children, Blake and Stefani. When Rich is not working, he enjoys tennis, biking and Motorcycling. Rich was also a Lacrosse Coach at River Hill High School.
Securities Agent: MN, PA, WI, NJ, IL, CA, AZ, ME, LA, UT, TN, OH, NY, NH, VT, MI, MA, IN, CO, WA, NV, FL, AR, VA, TX, HI, GA, DE, DC, PR, CT, OK, NC, MD, WV, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 199899
NMLS#: 199899
Contact Shawn Halsey
Contact David Collins Sr
Contact Richard Muller
Wealth Management
Global Investment Office
Portfolio Insights
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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
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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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Halsey Collins Muller Group today.
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
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)
