Welcome

We believe that managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals. As Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue.Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.
Services Include
  • Financial Planning1
  • Wealth Management2
  • Asset Management3
  • Retirement Planning4
  • Professional Portfolio Management5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. We follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:

Develop a thorough understanding of your financial goals and objectives
Review and analyze your current financial situation
Identify and tailor solutions that can help you meet your individual needs
Implement your customized strategy, including personalized services and benefits
Review your strategy, meeting periodically to discuss your goals and needs

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:

Personal
Highly individualized and committed to helping you achieve financial success

Flexible
Responsive to changes in your life and in your priorities over time

Comprehensive
Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us

      Location

      899 Cassatt Rd
      Ste 100
      Berwyn, PA 19312
      US
      Direct:
      (610) 408-1931(610) 408-1931
      Toll-Free:
      (800) 345-3050(800) 345-3050

      Meet Kraus Lewandowski Favoroso Group

      Photo of Susan Mohacey

      Susan Mohacey

      Registered Client Service Associate

      About Me

      John has been a Financial Advisor with Morgan Stanley for 36 years. John holds a Bachelor’s of Science Degree from The University of Tennessee and an MBA in Financial Management from Pace University. In John’s spare time, he enjoys playing tennis. John lives in Chester Springs, PA with his wife Ellen.
      Securities Agent: PA, WI, WA, VT, VA, TX, TN, SC, OH, NY, NM, NJ, NH, NC, MI, ME, MD, MA, KS, IL, GA, FL, DE, CT, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1262281

      About Me

      Frank has been a Financial Advisor with Morgan Stanley for 28 years and a Certified Financial Planner® for 23 years. He holds a Bachelor of Arts Degree from Syracuse University and in his spare time enjoys golfing at Merion Golf Club. Frank lives in Berwyn, PA with his wife Ann and is a proud parent and grand-parent.
      Securities Agent: TX, PA, WI, WA, VT, VA, TN, SC, OH, NY, NM, NJ, NH, NC, MI, ME, MD, MA, KS, IL, GA, FL, DE, CT, CO, CA, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 1312768

      About Me

      Anthony has been a Financial Advisor with Morgan Stanley for 20 years. Anthony holds a Degree in Finance from Rowan University and enjoys distance running in his spare time. Anthony lives in Moorestown, NJ with his wife Lori and son Anthony Frederick.
      Securities Agent: TX, PA, NJ, WI, WA, VT, VA, TN, SC, OH, NY, NM, NH, NC, MI, ME, MD, MA, KS, IL, GA, FL, DE, CT, CO, CA, AZ, AR; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
      NMLS#: 1623890

      About Me

      Susan has been working in the financial services industry for 15 years and joined Morgan Stanley in 2017. She holds Series 7 and 66 licenses as well as a BS Degree in Marketing from Philadelphia University. Susan lives in Chalfont, PA with her husband Paul and their children and enjoys gardening.

      Phone:
      Email:
      Investment and Market Perspectives

      On the Markets

      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
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      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
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
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      6 Keys to Building a Startup

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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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Ready to start a conversation? Contact Kraus Lewandowski Favoroso Group today.
      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      1Morgan 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.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

      5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

      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 suitable 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”) 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.


      CRC 2019752 10/2018