Patrick J. Lenahan III
Associate Vice President, Wealth Management,
Financial Advisor,
Financial Planning Specialist,
Portfolio Manager
Direct:
(570) 821-1834(570) 821-1834
Toll-Free:
(800) 342-2393(800) 342-2393
My Mission Statement
I combine Wall Street expertise with Main Street values to help clients accumulate, preserve, and transfer wealth.
My Bio
Patrick Lenahan is an Associate Vice President, Financial Advisor, Financial Planning Specialist, and Portfolio Manager. He has more than 30 years of experience in finance and has been with Morgan Stanley since 1995.
Pat was born into the business and followed in his father’s footsteps as a Financial Advisor. He knew at a young age that this industry was for him—most of his summer jobs and internships were at brokerage firms. He and his father eventually partnered and worked as a team until Pat Sr. retired in 2023.
Pat helps clients accumulate, preserve, and transfer wealth. He provides thoughtful advice and attentive service while always looking out for his clients’ best interests. His disciplined approach to investing guides his buy and sell decisions. Pat’s guiding principle has always been: “Wall Street Experience with Main Street Values.”
Pat attended Bentley College and King’s College. He holds Series 7, Series 65, Series 63, and Series 31 licenses, as well as state insurance and mortgage licenses, and has earned Morgan Stanley’s Financial Planning Specialist designation.
When he is not working, Pat enjoys spending time with his wife, Nicole, and daughter, Aislin. Together, they love traveling, discovering new restaurants, and experiencing different cuisines. Pat is also an avid golfer who enjoys outdoor activities and being actively involved in his community.
Pat was born into the business and followed in his father’s footsteps as a Financial Advisor. He knew at a young age that this industry was for him—most of his summer jobs and internships were at brokerage firms. He and his father eventually partnered and worked as a team until Pat Sr. retired in 2023.
Pat helps clients accumulate, preserve, and transfer wealth. He provides thoughtful advice and attentive service while always looking out for his clients’ best interests. His disciplined approach to investing guides his buy and sell decisions. Pat’s guiding principle has always been: “Wall Street Experience with Main Street Values.”
Pat attended Bentley College and King’s College. He holds Series 7, Series 65, Series 63, and Series 31 licenses, as well as state insurance and mortgage licenses, and has earned Morgan Stanley’s Financial Planning Specialist designation.
When he is not working, Pat enjoys spending time with his wife, Nicole, and daughter, Aislin. Together, they love traveling, discovering new restaurants, and experiencing different cuisines. Pat is also an avid golfer who enjoys outdoor activities and being actively involved in his community.
Securities Agent: NC, NJ, TX, CA, PA, MD, NY, MA, VA, GA, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1951675
NMLS#: 1951675
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Lenahan Process
The process used not only provides advice for each client, but quality service that is disciplined.
Step 1: Introductory Discussion
The process begins with an informal conversation to understand your financial concerns and determine how we can add value to your situation. If we agree to move forward, an addional meeting is scheduled to discuss financial information.
Step 2: Discovery
During this in-depth conversation, I listen clearly to what is important to you. Ultimately, learning what values shape your decisions and identify any unique circumstances. In addition, review any prepared documents and define your prioties.
Step 3: Analysis
Here, I review the information collected to ensure data is accurate before preparing your wealth plan. We always discuss important investment concepts and provide details on my investment philosphy.
Step 4: Plan Preparation and Presentation
In this step, I develop your personalized wealth management plan, using the proper tools and insights from Morgan Stanley. Then a presentation of recommendations is created with key actions to implementing your plan.
Step 5: Implementation
As your plan is executed, tools are provided to create convenient access to your accounts, ongoing updates and I will follow up on key items to ensure your plan is implemented as expected.
Step 6: Ongoing Services
A strict diligence process is applied to evaluate investment performance. As a result, regular calls are set up to discuss the progress towards your goals. During these calls, we determine if any adjustments are needed, since personal goals and market conditions can change over time.
Resources For You
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
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.
Financial Planning
A variety of planning-related tools—including our award-winning Goals Planning System (GPS) and LifeView—which enable us to provide a single, comprehensive snapshot of your finances and adapt a wealth plan to your ever-changing life demands and modify goals as needed.
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Client Service Team
Brandy Ralston - Registered Client Service Associate
Phone:
(570) 821-1859(570) 821-1859
Email:Brandy.Ralston@morganstanley.com
Brandy Ralston is a Registered Client Service Associate at Morgan Stanley, where she supports financial advisor Patrick Lenahan. With more than 15 years of experience in financial services, she brings a deep understanding of client needs and a passion for delivering exceptional support. Brandy is known for her thoroughness, responsiveness, and commitment to providing a seamless client experience.
Brandy is driven by connection. Whether she’s guiding a client through a complex process or simply answering a question with clarity and care, her goal is always the same: to build trust, ease stress, and help others succeed.
Originally from Arizona, Brandy now lives in the mountains of Pennsylvania with her husband and their two children. Life outside the office is full of energy—between cheer competitions and mountain bike races, her family keeps her moving. When she gets the chance, she loves being outdoors hiking, paddle boarding, or just enjoying quiet time in nature. She is proud to be part of a Morgan Stanley team where client satisfaction and integrity come first.
Brandy is driven by connection. Whether she’s guiding a client through a complex process or simply answering a question with clarity and care, her goal is always the same: to build trust, ease stress, and help others succeed.
Originally from Arizona, Brandy now lives in the mountains of Pennsylvania with her husband and their two children. Life outside the office is full of energy—between cheer competitions and mountain bike races, her family keeps her moving. When she gets the chance, she loves being outdoors hiking, paddle boarding, or just enjoying quiet time in nature. She is proud to be part of a Morgan Stanley team where client satisfaction and integrity come first.
Location
1065 Highway 315
Suite 401
Wilkes Barre, PA 18702
US
Direct:
(570) 821-1834(570) 821-1834
Toll-Free:
(800) 342-2393(800) 342-2393
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Patrick J. Lenahan III today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
6Morgan 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.
7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
6Morgan 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.
7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
