Amanda Wasson
Client Service Associate
Phone:
(215) 963-3932(215) 963-3932
Richard J. Massaux, CEPA®
Managing Director, Wealth Management,
Financial Advisor,
Lending Specialist
Direct:
(215) 963-3933(215) 963-3933
Toll-Free:
(800) 233-1414(800) 233-1414
My Mission Statement
The Massaux Group works with a select number of families and business to help them create, preserve, and manage their wealth by tailoring customized financial plans to help them identify and achieve their personal and financial goals.
My Story
A 25-year native to the financial services industry, Richard J. Massaux strives for excellence in both performance and service to his clients. Richard believes having a close connection with his clients is crucial in establishing long term relationships. Aside from focusing on investment strategies, Richard and his team assist their clients by establishing and monitoring their long-term financial plans.
Representing Forbes Best-In-State Wealth Advisors in 2021, and Morgan Stanley's President's Club from 2020-2023, he displays insurmountable dedication to his clients, his business, as well as his family. He and his wife, Donna, reside in Voorhees, New Jersey with their three sons, Chase, Brody, and Landon. A devoted family man, when he isn’t coaching or watching his boys play soccer or basketball, Richard enjoys time with his family at their home at the Jersey Shore in Margate. Born and raised in Central New Jersey, Richard earned his bachelor’s degree in economics and philosophy from Rutgers University where he was a member of the Chi Phi fraternity. Over the last two decades, Richard has worked closely with the American Cancer Society on several different boards as he is personally dedicated to help raise awareness for an important cause close to his heart.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
Disclosure: https://mgstn.ly/3J3ywqw
Representing Forbes Best-In-State Wealth Advisors in 2021, and Morgan Stanley's President's Club from 2020-2023, he displays insurmountable dedication to his clients, his business, as well as his family. He and his wife, Donna, reside in Voorhees, New Jersey with their three sons, Chase, Brody, and Landon. A devoted family man, when he isn’t coaching or watching his boys play soccer or basketball, Richard enjoys time with his family at their home at the Jersey Shore in Margate. Born and raised in Central New Jersey, Richard earned his bachelor’s degree in economics and philosophy from Rutgers University where he was a member of the Chi Phi fraternity. Over the last two decades, Richard has worked closely with the American Cancer Society on several different boards as he is personally dedicated to help raise awareness for an important cause close to his heart.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
Disclosure: https://mgstn.ly/3J3ywqw
Securities Agent: WY, TN, MO, MN, FL, WA, VA, PR, PA, NC, LA, DE, UT, NV, OH, MS, IL, GA, OK, NY, NJ, VT, MI, MD, DC, CO, KS, RI, WV, SC, NM, MA, CT, TX, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 345606
CA Insurance License #: 2102539
NMLS#: 345606
CA Insurance License #: 2102539
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1650 Market St
42nd Fl
Philadelphia, PA 19103
US
Direct:
(215) 963-3933(215) 963-3933
Toll-Free:
(800) 233-1414(800) 233-1414
Fax:
(215) 854-6125(215) 854-6125
Meet My Team
Christopher Funkey
Financial Advisor
Phone:
(215) 854-6121(215) 854-6121
About Amanda Wasson
Amanda has been a member of the Massaux Group since 2015, and transitioned with the team to Morgan Stanley in 2017. Amanda’s pivotal role with the Massaux Group is providing organizational strategies, streamlining the onboarding process, and instituting technological efficiencies. In addition to her accuracy and work ethic, she contributes a comfortable and reliable level of first class service to the Massaux Group’s clients.
Amanda graduated from Jefferson University in 2011 with a Bachelor of Science degree in Business. As lifelong residents of Delaware County, Pennsylvania, both Amanda and her husband currently reside in Swarthmore, PA. She enjoys exploring new cities, golfing, spending time outdoors, and cooking.
Amanda graduated from Jefferson University in 2011 with a Bachelor of Science degree in Business. As lifelong residents of Delaware County, Pennsylvania, both Amanda and her husband currently reside in Swarthmore, PA. She enjoys exploring new cities, golfing, spending time outdoors, and cooking.
About Christopher Funkey
Christopher is a financial advisor with The Massaux Group at Morgan Stanley. He began his career in the financial services industry with Lord Abbett & Co. Asset Management before joining Morgan Stanley. Christopher's desire to use his knowledge of and experience in capital markets to help individuals, families, and organizations meet their financial goals, and the opportunity to work in a collaborative team environment is what drove him to pursue a career as a financial advisor with Morgan Stanley.
Christopher is focused on designing comprehensive financial plans that are tailored to each individual client and family to ensure that they are on track to reach their financial goals. He takes a great deal of pride in understanding that every person and family he has the privilege of working with is unique, and therefore, every financial plan he creates is unique. Additionally, Christopher strives to present his clients with complex financial information in a practical manner that is easy to digest so that financial decisions can be made with confidence.
Prior to entering the financial services industry, Christopher attended Pennsylvania State University where he earned a Bachelor’s degree in Finance with a focus in Accounting. While at Penn State, Christopher spent four years playing on the Division 1 Men’s Ice Hockey Team. He helped the team to a Big 10 Championship and led the program’s community outreach efforts in his time at the university. Christopher is originally from Chicago, IL, and he currently resides in Center City Philadelphia with his fiancé, Rachel. In his free time, he enjoys playing golf, playing ice hockey, and spending time with his family.
Christopher is focused on designing comprehensive financial plans that are tailored to each individual client and family to ensure that they are on track to reach their financial goals. He takes a great deal of pride in understanding that every person and family he has the privilege of working with is unique, and therefore, every financial plan he creates is unique. Additionally, Christopher strives to present his clients with complex financial information in a practical manner that is easy to digest so that financial decisions can be made with confidence.
Prior to entering the financial services industry, Christopher attended Pennsylvania State University where he earned a Bachelor’s degree in Finance with a focus in Accounting. While at Penn State, Christopher spent four years playing on the Division 1 Men’s Ice Hockey Team. He helped the team to a Big 10 Championship and led the program’s community outreach efforts in his time at the university. Christopher is originally from Chicago, IL, and he currently resides in Center City Philadelphia with his fiancé, Rachel. In his free time, he enjoys playing golf, playing ice hockey, and spending time with his family.
Securities Agent: WY, VA, WV, WA, VT, UT, TX, TN, SC, RI, PR, PA, MO, NV, NJ, MS, NM, MI, OK, MD, MA, NY, LA, IL, GA, FL, DE, DC, CO, CA, AZ, CT, OH, NC; General Securities Representative; Investment Advisor Representative
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
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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Ready to start a conversation? Contact Richard J. Massaux today.
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
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)
