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.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Complimentary Second Opinion Service

**What to expect from the Second Opinion Service?**We will meet with your friends, family, or associates for a Discovery Meeting. Then invite them back for a Wealth Management and Financial Planning Meeting. We will be able to confirm whether or not they are on track to meet their financial goals. If not, we will suggest ways we can assist, including recommending someone else if we are not a good fit for their needs. Either way, they will receive both a total Client Profile and Financial Plan of their current situation.

Allan is committed to community development and involvement, serving on the Board of Directors and Finance Committees for multiple local non-profit organizations. He was a foundation and operating committee board member of Harbor, an organization committed to promoting and expanding healthcare services in the Toledo, Ohio area, for eight years and served on Harbor's Executive Board for an additional four years, spending his final two years as President. Allan also served on the Board of the Better Business Bureau of Toledo for four years and on the financial committees of local community churches. He continues to support the United Way of Greater Toledo and its many local non-profit organizations through personal involvement, fundraising, and sponsorships.

Ford has served on multiple non-profit and professional business development committees since 2015. He has held leadership positions within The Toledo Rotary Club, served on the Toledo Chamber of Commerce Military Affairs Committee, the Toledo Symphony Finance Committee, and served as the Treasurer for the Perrysburg Ohio Gold Star Families Memorial Monument Committee from 2019-2023. The Gold Star Monument was dedicated in May 2022. The committee was able to conclude its work in May 2023. Ford is a proud and active member of the Noble County Chamber of Commerce in Noble County Ohio where his family farm is still in operation. He volunteers to teach fellow veterans how to save, budget, and invest through multiple organizations across Toledo, OH and volunteers and supports his local High School alma mater, St. Johns Jesuit.

Ford served as an Active Duty Marine Corps Officer from May 2009 through May 2015. He then transitioned to the Selected Marine Corps Reserve (SMCR) in June 2015 and served there until June 2018. After taking a few years off to heal a spinal cord injury he rejoined the SMCR in February 2021 and continues his service to the present day.

    Location

    7311 Crossleigh Court
    Toledo, OH 43617
    US
    Direct:
    (419) 842-5333(419) 842-5333

    Meet Poturalski Bennett Group

    About Allan M Poturalski

    Allan Poturalski joined Morgan Stanley in 1990 where he has worked hard to provide consistent service and support to his clients. He has managed portfolios for individual, business, and institutional clients for 35 years developing disciplined strategic investment and financial plans based upon the client’s goals, objectives and risks. Allan has been named to Morgan Stanley’s prestigious Century Club, an elite group composed of some of the firm’s top Financial Advisors, which recognizes consistent creativity and excellence in providing a wide range of investment products and wealth management strategies to clients, since 2009.

    Allan has lifelong ties to the Toledo, Ohio area. He is a graduate of St. Francis DeSales High School and holds a Bachelor of Business Administration from the University of Toledo with emphasis on Economics and Business Management.

    Throughout his career, Allan has committed to community development and involvement, serving on the Board of Directors and Finance Committees for multiple local non-profit organizations. He was a foundation and operating committee board member of Harbor, an organization committed to promoting and expanding healthcare services in the Toledo, Ohio area, for eight years and served on Harbor’s Executive Board for an additional four years, spending his final two years as President. Allan also served on the Board of the Better Business Bureau of Toledo for four years and on the financial committees of local community churches. He continues to support the United Way of Greater Toledo and its many local non-profit organizations through personal involvement, fundraising, and sponsorships.

    Allan resides in Sylvania, Ohio with his wife Kristin of 32 years, and their two daughters, Grace and Jenna. Grace graduated from The Ohio State University with a B.S. in Neuroscience, Magna Cum Laude and will be returning to Columbus to pursue her M.S. in Physician Assistant Studies from Ohio Dominican University. Jenna is currently a junior at Bowling Green State University in the Department of Education, where she plans on teaching mathematics in grades seven through 12 after completing her degree. She achieved Dean’s List honors every semester and spends her free time coaching local girls’ soccer teams.

    Staying active and family involvement are important to Allan. He loves landscaping at his family’s home, taking day trips to surrounding zoos, attending Toledo Walleye and Toledo Mud Hens games, and supporting local Universities’ sports programs. When he can find free time, he loves to focus on his passion which is golf. Allan also enjoys fishing, riding bikes, and relaxing on the back patio with good food and the company of his family and friends.
    Securities Agent: GA, WA, NY, FL, TX, NJ, NC, MD, IL, WI, MS, ID, DC, AZ, AL, OK, OH, MI, CO, TN, MA, CA, VA, ME, IA, MO, MN, IN, SC, PA, AR, NV, LA; General Securities Representative; Investment Advisor Representative
    NMLS#: 1498285

    About Sanford Bennett

    Sanford “Ford” Bennett attended Purdue University and graduated in 2009 with a Bachelor of Science in Selling and Sales Management on the Dean's List. While attending Purdue he was an active member of Delta Upsilon International Fraternity, a social and philanthropic organization that works with multiple charitable organizations, including the Boys and Girls Club of Lafayette, Indiana. At graduation he was commissioned a Second Lieutenant in the United States Marine Corps and began his six years of active duty service.

    After over one year of extensive training at multiple Marine Corps schools, Ford was stationed on the island of Oahu, Hawaii from May 2010 to May 2013. While at Marine Corps Base Kaneohe Bay, Oahu he and his fellow Marines deployed twice to Okinawa Japan. There they trained and advised the Japanese Ground Self Defense Force (JGSDF) and participated in several multi-national exercises across the Pacific Theater of Operations. From June 2013 to May 2015 Ford, and his then fiancé Christine whom he met while living on Oahu, were stationed at Camp Hansen Okinawa, Japan. Ford's role was to train, advise, and assist the Republic of Korea Marine Corps and the JGDSF.

    For his entire time on active duty, Ford served as a Command Financial Specialist. His role was to help teach Marines and Sailors how to properly save, budget, and invest. Due to both his mother and father being Financial Advisors he had followed the stock market for most of his life. Ford separated from active duty as a Captain in May 2015 and immediately joined the Selected Marine Corps Reserve (SMCR). His first Reserve unit was in West Palm Beach, FL where he served until May 2018. During that time he led teams during exercises in Germany, Bulgaria, and across the continental United States completing highly complex training evolutions and supporting multiple NATO allies. From June 2016 through May 2017 Ford and a small group of Marines mobilized to active duty and deployed to Afghanistan where they trained, advised, and assisted the Georgian and Afghan National Army during combat operations. Ford took a few years off from Military service to heal a spinal cord injury and rejoined the SMCR in February 2021 where he continues his service to this day with the local (Toledo, OH) unit. Ford’s experiences, discipline, training, and love of investing can benefit clients and families who invest with us. 

    Ford has served on multiple boards for the Toledo Symphony and The Rotary Club of Toledo. There he volunteered for multiple Rotary sponsored projects and served as the Vice Chairman of the International Service Committee for one year. He served on the Toledo Chamber of Commerce Military Affairs Committee and The Northwest Ohio Veteran Professional Network. Ford also provides free financial education and services to fellow veterans. He has been with Morgan Stanley since 2015.

    Ford and Christine were married in 2014. They reside in Maumee, Ohio. He enjoys working on classic cars, Harley Davidson motorcycles, and flying his 1982 Piper Saratoga. Ford holds Private and Instrument endorsements from the FAA. He and Christine enjoy traveling, both in Ford's plane across the U.S. and internationally, and exploring the city of Toledo. They are Walleye fans and enjoy live sporting events and concerts.

    Ford is looking forward to getting to know you, your family, and continuing to provide the loyal service and support clients deserve.
    Securities Agent: MI, ID, OK, MO, KY, IA, OH, ME, FL, NC, IL, MN, LA, CA, TX, AZ, PA, NJ, VA, TN, NY, WI, WA, MA, IN; General Securities Representative; Investment Advisor Representative
    NMLS#: 1705080

    About Karen Simpson

    Karen began her career in the Financial industry in 1987 in the securities department filing with Savage and Associates. She gradually learned more about the business, was given more duties, and obtained her Series 6 license. In 1997 she went on to Merrill Lynch where she obtained her Series 7 and 66 licenses.

    About Stephanie Stahl

    Stephanie has served in the financial industry since 1987 when she joined Morgan Stanley. She holds her Series 7 and 63 licenses, earned in 2007 and 2008 respectively. As a Senior Registered Client Service Associate, Stephanie supports her Financial Advisors with daily operations as a dedicated and talented professional. She prides herself in providing exceptional client service and the favorite part of her role is assisting clients.
    Wealth Management
    Global Investment Office

    Portfolio Insights

    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
    4 Financially Smart Ways to Take Money Out of Retirement Accounts
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    4 Financially Smart Ways to Take Money Out of Retirement Accounts

    Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

    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
    2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
    Article Image

    2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

    Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

    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
    Taking Control of Your Finances After Death of a Spouse
    Article Image

    Taking Control of Your Finances After Death of a Spouse

    Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

    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
    Article Image

    Financial Planning for Life After Selling a Business

    Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

    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 
    Article Image

    Donor Advised Funds: A Smart Way to Manage Your Giving 

    There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
    Ready to start a conversation? Contact Poturalski Bennett Group today.
    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.

    1Morgan 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.

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

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    2Morgan 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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    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 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.

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    4Morgan 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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    5Morgan 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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    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:
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    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)