Integritis Wealth Management Group at Morgan Stanley

a. Gregg is a senior member of the Integritis Wealth Management Group which consists of three seasoned professionals and two support staff personnel. We have collectively over 120 plus years of investment experience with diverse backgrounds, ranging from chemical engineering to economics and psychology.

Gregg practices goal-oriented, financial planning which integrates a client’s goals, values, concerns and risk tolerance helping them address all of aspects of their financial future. His approach requires a comprehensive lifestyle analysis incorporating retirement plan strategies, charitable intentions and generational wealth transfers within an asset allocation framework.

Gregg has both a technical and a financial background. He trained as a Chemical Engineer, and his 30+ years of investment experience gives him a distinct, data-driven perspective on portfolio construction and management.

Gregg earned a BS in Chemical Engineering from Drexel University, where he minored in Business Administration. Along with being a Senior Vice-President, he is a Family Wealth Director at Morgan Stanley which represents less than 2% of all Morgan Stanley advisors. The FWD education and training position him to be uniquely qualified to serve the Ultra High Net Worth family. It requires a commitment to utilize a more holistic wealth planning approach that incorporates more than just asset management, tax or estate planning. Gregg recently received recognition as a Forbes Best-in-State Wealth Advisor for 2019-2024. In addition, his training also includes the Certified Investment Management Analyst (CIMA)^® designation received at the Wharton School of Business along with the internal Morgan Stanley Alternatives Director designation (given to advisors who have shown the expertise and experience to present AI to qualified investors).

Gregg is a strong proponent of community service. He is an active Rotarian, having twice served as president and is a recipient of the Paul Harris Fellowship. Gregg also is a former Corporate Committee of Urban Promise member, a youth ministry in Camden, NJ, where he supports their charter schools and camps. He is an avid golfer and enjoys the outdoors having trekked to Mount Everest Base Camp, Machu Picchu and Kilimanjaro. He also enjoys exercising along with woodworking and spending time with his wife and children.


2019-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html

Rob serves several roles on our team. He is a financial planner working with individual clients to create goal-oriented financial plans, and he works with clients on the annuity portion of their portfolios. He also works with retirement plan sponsors on 401(k), 403(b), SEPs, profit sharing plans, ESOPs and defined benefit plans.

Rob has been in the financial services industry since 1995, and became a licensed advisor in 1999. He follows an analytical, data driven approach to each client relationship, designing and refining customized strategies and solutions.

Rob earned a BS in Industrial Hygiene and Safety Management from Millersville University in PA. He has earned several other designations: Certified Financial Planner (CFP)^®, and Financial Planning Specialist.

Rob lives in Delran, NJ with his wife and three children and is actively involved with his towns youth sports organizations.

Max is one of the team’s primary financial advisors. As a CFP^® Professional, Max takes a holistic planning approach towards our clients and works with them to create in-depth strategies to achieve their goals. These strategies incorporate investment/cash flow planning, insurance analysis, wealth transfer planning, and beyond. Along with this he is also tasked with screening and analyzing funds for implementation into our team models/strategies. Additionally, as a Qualified Plan Financial Consultant, he works with retirement plan sponsors on 401(K), 403(b), SEPs, profit sharing plans, ESOPs, and defined benefit plans.

Max graduated from the University of Florida with a Bachelor of Science degree in Biomedical Engineering. While there, he took part in research on using electrical stimulation to treat pain caused by neuropathic injury and is featured in a publication on the findings. His technical acumen along with his intelligence and commitment to detail have enabled him to provide valuable insights and energy to the team.

Max is a former athlete, having played lacrosse and ice hockey his whole life. He is an avid golfer and sports fan.


NMLS#:2310208

Michele oversees our Client Management System, providing reports and materials to keep clients informed. She handles day-to-day client requests including establishing new accounts, maintaining existing accounts, distributing funds and answering questions.

She has been in the industry since 1999; she has served as a mutual fund transfer agent, a call center representative and a senior trading desk representative. Michele joined our team in 2002.  She earned a BA in Psychology with a concentration in Communications Studies from West Chester University.

Michele is a member of the 21st Ward Sports Hall of Fame as well as the Roxborough High School Sports Hall of Fame. She is a lifelong resident of Roxborough, and enjoys spending time with her husband, two daughters and their family dog.

Joe was born and raised in South/Southwest Philadelphia. Joe began his career with Merrill Lynch on December 8, 1980. He started in Center City Philly, spending 8 years there. Joe left Philly in October 1988 to start Operations Manager training, then in May 1989, went to work for a 3-million-dollar producer, where he worked for the next 3 years.

In April 1992, Joe moved onto Somerset, NJ to take on a supervisory role. He was there until October 1993 when he was accepted into the Service Manager Program. In July 1995 became the Service Manager of the South Jersey Complex (was Gregg and Rob’s Ops Manager back then). He worked there until the end of 1999 and went on the do the same for the Princeton Complex. Joe spent 4 years there before moving to the Philadelphia Complex. In November 2005, Joe was promoted to Regional Client Relationship Manager for Pennsylvania, based in Wayne, PA. He was named Regional CRM of the year in 2007. His regional role ended in 2010, but Joe continued as CRM for the Delaware Main Line Complex and again with the Princeton Complex.

In September 2014, Joe retired from Merrill Lynch with just under 34 years of service to join Morgan Stanley. He has spent the last ten years assisting several teams.

Joe met his wife Dawn while in Somerset, NJ. They have been married 30 years and have three daughters: Amanda (29), Julia (27) and Jessica (25). They have a 3 ½ year old Granddaughter, a three-year-old granddaughter and a two-year-old grandson and another granddaughter due in June 2025.

Joe volunteers his time at his local parish in Hamilton, NJ. He taught Religious Education to 2nd grade students for 11 years. He is a member of their School Board and is also a Lector, Eucharistic Minister, and Altar Server. Joe is a 3rd Degree member of the Knights of Columbus.

In his remaining spare time, Joe enjoys watching the Phillies/Eagles/Sixers/Flyers, cooking and listening to all kinds of music.