Rada Halaseh, CRPC®, QPFC
First Vice President,
Financial Advisor
Direct:
(502) 394-4029(502) 394-4029
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Rada Halaseh is a First Vice President, Qualified Plan Financial Consultant, and Chartered Retirement Planning Counselor® with The Eravest Group at Morgan Stanley. With over 17 years of industry experience backed by the global resources of Morgan Stanley –– she equips her clients with the tools and insights they need to help them thrive at every stage of life.
Originally from Jordan, Rada came to the United States at the age of sixteen to receive her bachelor’s degree from Spalding University. She went on to earn a Master’s Degree from Indiana University, Southeast while launching her career as a Senior Financial Advisor with Merrill Lynch Wealth Management. In 2022, she joined Morgan Stanley, earning the QPFC® and CRPC® designations. It’s this elite level of certification that allows her to provide creative, elegant strategies to help address the complex challenges of high and ultra-high net worth.
As the team director for The Eravest Group, Rada focuses on empowering affluent executives, business owners, retirees, and multigenerational families through sophisticated financial planning and tax mitigation strategies. Her goal is to help ensure every client’s wealth is managed with exceptional efficiency and effectiveness, so that each aspect of their financial life works in unison toward their long-term goals. By maintaining an exclusive client base, she is able to dedicate her full attention to each client, providing bespoke strategies that can transcend traditional financial planning. Passionate about philanthropy, Rada also focuses on helping her clients make a significant, lasting charitable impact. With strategic foresight and a global perspective, she helps to not only preserve wealth but seeks to help build enduring legacies.
Outside the office, Rada lives in the Louisville Area. Besides English, she is fluent in Arabic. Committed to giving back, she serves on the board of Community Services Project –– a nonprofit that helps provide job opportunities for people living with disabilities –– as well as the Earth and Spirit Center. As one of the few women to lead a team in her region, she has also worked actively throughout her career to champion women’s leadership in the male-dominated wealth management industry.
Originally from Jordan, Rada came to the United States at the age of sixteen to receive her bachelor’s degree from Spalding University. She went on to earn a Master’s Degree from Indiana University, Southeast while launching her career as a Senior Financial Advisor with Merrill Lynch Wealth Management. In 2022, she joined Morgan Stanley, earning the QPFC® and CRPC® designations. It’s this elite level of certification that allows her to provide creative, elegant strategies to help address the complex challenges of high and ultra-high net worth.
As the team director for The Eravest Group, Rada focuses on empowering affluent executives, business owners, retirees, and multigenerational families through sophisticated financial planning and tax mitigation strategies. Her goal is to help ensure every client’s wealth is managed with exceptional efficiency and effectiveness, so that each aspect of their financial life works in unison toward their long-term goals. By maintaining an exclusive client base, she is able to dedicate her full attention to each client, providing bespoke strategies that can transcend traditional financial planning. Passionate about philanthropy, Rada also focuses on helping her clients make a significant, lasting charitable impact. With strategic foresight and a global perspective, she helps to not only preserve wealth but seeks to help build enduring legacies.
Outside the office, Rada lives in the Louisville Area. Besides English, she is fluent in Arabic. Committed to giving back, she serves on the board of Community Services Project –– a nonprofit that helps provide job opportunities for people living with disabilities –– as well as the Earth and Spirit Center. As one of the few women to lead a team in her region, she has also worked actively throughout her career to champion women’s leadership in the male-dominated wealth management industry.
Securities Agent: OR, WV, MS, WA, VA, NH, MO, IL, OH, MD, AK, NY, MI, CT, CA, WY, TN, GA, AZ, KS, IA, UT, NE, MT, IN, FL, DC, SC, KY, CO, NC, MA, PA, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 510998
NMLS#: 510998
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Michelle O'Neal, CRPC® * - Assistant Vice President, Business Development Director
Phone:
(502) 394-4021(502) 394-4021
Email:michelle.oneal@morganstanley.com
As a licensed 30 year industry veteran, Michelle is critical to the development of the practice and the experience she provides to the team’s clients. She oversees the day to day operations and works with clients to execute complex financial plans. Michelle has a Chartered retirement planning Counselor designation (CRPC(R)) as well as an Associates degree in Business management from JCC. She also attended Indiana University Southeast and studied Psychology. Michelle is a member of the Psi Chi International society. Michelle resides in Louisville with her husband, Ed and Labrador, Lyla. They have a son, Corey, two daughters, Madison and Lindsey and three grandchildren.
When Michelle is not serving clients you can find her spending time with her grandchildren, traveling, as well as volunteering to serve on the board of the River City Turners- a non-profit that offers a safe place for young kids in the south end of Louisville to maintain a healthy and active lifestyle.
*This role cannot solicit or provide investment advice.
When Michelle is not serving clients you can find her spending time with her grandchildren, traveling, as well as volunteering to serve on the board of the River City Turners- a non-profit that offers a safe place for young kids in the south end of Louisville to maintain a healthy and active lifestyle.
*This role cannot solicit or provide investment advice.
Location
4969 US Highway 42
Suite 1200
Louisville, KY 40222
US
Direct:
(502) 394-4029(502) 394-4029
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
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
Are You Prepared for Tax Day?
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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.
Ready to start a conversation? Contact Rada Halaseh today.
1When 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Alternative 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.
4Morgan 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.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Morgan 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.
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
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Alternative 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.
4Morgan 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.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Morgan 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.
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
CRC 6491812 (04/2024)
