William Sabia
Senior Vice President, Financial Advisor
Phone:
(856) 222-4510(856) 222-4510
Sabia, Balkey & LaHart at Morgan Stanley
Direct:
(856) 222-4567(856) 222-4567
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Guiding Your Financial Future: Over 100 Years of Expertise in Retirement and Wealth Management
Welcome to Morgan Stanley. We are grateful to be here and even more excited about the opportunities ahead. Together, our team brings over a century of combined experience in retirement and wealth management, united by a shared commitment to helping you navigate your financial life with clarity and confidence.
Our team is built on both seasoned expertise and fresh perspective. Advisors Bill Sabia, Michael Balkey, and Kyle LaHart draw on decades of knowledge to design investment strategies that reflect your goals and values, while Pete Sabia, our advisor in training, brings new ideas and energy as he grows under their mentorship. Supporting them are our client specialists, Trish Barnes and Maria Fala, who ensure that every detail of your experience is seamless, responsive, and centered on you.
We believe that wealth management is more than just numbers—it’s about creating a strategy that integrates every part of your financial life. From personalized retirement planning to comprehensive oversight of investments, estate planning, and legacy goals, we take a holistic approach that keeps your future at the forefront.
Our foundation is strong, built on the legacy of Merrill Lynch and enhanced by the global reach and resources of Morgan Stanley. What truly sets us apart, however, is our client-first philosophy: we value relationships built on transparency, trust, and lasting partnership. Whether guiding you through day-to-day decisions or helping you prepare for generational wealth transfer, our goal is to provide thoughtful, end-to-end solutions that give you confidence in your path forward.
We look forward to walking alongside you on this journey—bringing expertise, care, and dedication to every step of your financial future.
Our team is built on both seasoned expertise and fresh perspective. Advisors Bill Sabia, Michael Balkey, and Kyle LaHart draw on decades of knowledge to design investment strategies that reflect your goals and values, while Pete Sabia, our advisor in training, brings new ideas and energy as he grows under their mentorship. Supporting them are our client specialists, Trish Barnes and Maria Fala, who ensure that every detail of your experience is seamless, responsive, and centered on you.
We believe that wealth management is more than just numbers—it’s about creating a strategy that integrates every part of your financial life. From personalized retirement planning to comprehensive oversight of investments, estate planning, and legacy goals, we take a holistic approach that keeps your future at the forefront.
Our foundation is strong, built on the legacy of Merrill Lynch and enhanced by the global reach and resources of Morgan Stanley. What truly sets us apart, however, is our client-first philosophy: we value relationships built on transparency, trust, and lasting partnership. Whether guiding you through day-to-day decisions or helping you prepare for generational wealth transfer, our goal is to provide thoughtful, end-to-end solutions that give you confidence in your path forward.
We look forward to walking alongside you on this journey—bringing expertise, care, and dedication to every step of your financial future.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client-Centric Approach
We prioritize our clients' needs and aspirations, treating them with the same care and respect we would offer our own family.
Integrity and Trust
We operate with transparency and honesty, ensuring our clients can trust us with their financial futures.
Tailored Solutions
We recognize that each client is unique, and we are committed to providing personalized investment strategies that align with their individual goals.
Excellence in Service
We strive for excellence in everything we do, providing exceptional support and service to enhance our clients' experience.
Collaboration and Teamwork
We work closely as a cohesive unit, valuing the input and expertise of every team member to deliver the best outcomes for our clients.
Continuous Learning
We are dedicated to staying informed about industry trends and financial strategies to provide the best possible advice to our clients.
Compassion and Empathy
We approach our clients with understanding and compassion, recognizing the emotional aspects of financial planning, especially for those nearing retirement.
OUR PROCESS
At The Sabia, Balkey, & Lahart Group at Morgan Stanley, we are dedicated to guiding our clients through every stage of their financial journey. We create and implement comprehensive, personalized strategies that can help address all aspects of financial planning - rooted in their clearly defined goals and values.
1. Discovery Process
We will invest the time to get to know you and your family and understand your full financial picture including your goals, values, dreams, and special concerns or challenges.
2. Formulation of Strategy
In conjunction with any items identified during the discovery process and your risk tolerance, we will analyze your current investment portfolio, assets, and liabilities to create a clear roadmap and strategy for the future.
3. Creation of Customized Strategic Asset Allocation
Based on an agreed upon strategy, we will develop your customized strategic asset allocation that reflects the risk and return characteristics necessary to help achieve your stated goals.
4. Implementation of a Wealth Strategy
Upon completion of a comprehensive due diligence effort, we will implement your investment plan. Individual investments will be selected from Morgan Stanley's global investment platform.
5. Integration of Ongoing Tactical Decisions
Building on your long term, strategic investment plan, we will continuously monitor for short term market distortions and potential opportunities upon which to help capitalize in an effort to add incremental value.
6. Ongoing Assessment
On an ongoing basis, we will review and update your plan and strategy to help ensure that we adapt along with your planning needs, goals, market conditions and investment performance
Guidance in Every Part of Your Financial Journey
Welcome to the Client Resources section of our website. Here at Sabia, Balkey, & Lahart, we are committed to providing you with the tools and information you need to make informed financial decisions. This section is designed to offer you a comprehensive suite of resources.
Develop Your Retirement Roadmap
The path to your ideal retirement may have some twists and turns, but smart planning can help you reach your destination. Where are you in your retirement journey?
Education Planning Center: 529 Plans and More
With education costs rising, paying for college has become a major life expense that requires smart planning. Find answers to key questions here.
Cash Management and Lending Solutions
At Morgan Stanley, we recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
Morgan Stanley CashPlus Brokerage Account
Designed as a modern alternative to banking with all the capabilities to help you access, move, and manage cash how and when you need it. Plus unlock exclusive benefits such as unlimited ATM fee rebates worldwide, Identity & Credit Protection from Experian®, an Annual Engagement Bonus and more. You must be a Morgan Stanley client to open an account.
Morgan Stanley Preferred Savings Program
Make the most of your idle cash with a competitive yield that helps keep your savings working for you.
Morgan Stanley At Work
Transform your workplace through financial well-being. From equity to retirement to college savings, our solutions help employees achieve their financial goals, so they can take your company to new heights.
Estate Planning
For fresh insights on estate planning, see how Morgan Stanley experts can help you plan to protect your wealth and prepare for the future.
Location
330 Fellowship Road
4th Floor
Mount Laurel, NJ 08054
US
Direct:
(856) 222-4567(856) 222-4567
Meet Sabia, Balkey & LaHart
Michael Balkey
Senior Vice President, Financial Advisor
Phone:
(856) 222-4527(856) 222-4527
Kyle LaHart
Vice President, Financial Advisor
Phone:
(856) 222-4594(856) 222-4594
Patricia A Barnes
Assistant Vice President, Wealth Management Associate
Phone:
(856) 222-4567(856) 222-4567
Maria Fala
Client Service Associate
Phone:
(856) 222-4538(856) 222-4538
Peter Sabia
Associate
Phone:
(856) 437-3689(856) 437-3689
About William Sabia
William Sabia brings over three decades of experience in wealth management to his clients. A graduate of Rutgers University, Bill began his career at Merrill Lynch in 1994 and joined Morgan Stanley in 2024. A lifelong resident of Haddonfield, NJ, he values family deeply — he and his wife Michelle have three grown children, Mary, Will, and Pete, who now works alongside him at Morgan Stanley. Outside of the office, Bill enjoys spending time with his large extended family and relaxing at the beach in Avalon, NJ.
Securities Agent: IL, CA, SC, MA, ID, CT, ME, GA, TX, NJ, PA, NY, VA, NC, FL, DC, AZ, TN, MD, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 557574
NMLS#: 557574
About Me
With nearly three decades guiding clients through market cycles, Michael Balkey is committed to helping families plan confidently for the future. He holds a bachelor’s degree from the University of Virginia and spent 28 years at Merrill Lynch before joining Morgan Stanley in 2024. A longtime Haddonfield, NJ resident, Mike enjoys following high school, college, and professional sports and spends his downtime on his jet ski exploring local bays and rivers. He is the proud father of two adult sons, Griffin and Caden.
Securities Agent: DE, CA, TX, ID, IL, FL, ME, AZ, SC, DC, NY, TN, MD, GA, VA, PA, NC, MA, CT, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 557518
NMLS#: 557518
About Kyle LaHart
Kyle LaHart partners with clients to build thoughtful investment strategies grounded in deep research and disciplined planning. He is a Rutgers University graduate and holds the Chartered Financial Analyst® (CFA®) designation, recognized globally for investment expertise. Before joining Morgan Stanley in 2024, he spent over a decade at Merrill. An Eagle Scout, Kyle lives in Old City, Philadelphia, and enjoys traveling and supporting all Philadelphia sports teams.
Securities Agent: CT, VA, GA, DC, TX, TN, MA, NY, DE, FL, NC, AZ, ME, MD, CA, NJ, ID, SC, PA, IL, CO; General Securities Representative; Investment Advisor Representative
About Patricia A Barnes
With a robust background spanning operations, product development, marketing, and investment management, Trish Barnes is a trusted resource for clients and advisors alike. She attended Shippensburg University and holds both Series 7 and Series 66 licenses. Her career includes extensive tenure at Merrill Lynch, a period at Nasdaq eVestment™, and now Morgan Stanley since 2024. Trish resides in Burlington Township, NJ with her husband and two teenage children. She enjoys time at the beach and gatherings with family and friends.
About Maria Fala
Maria Fala supports clients with care and diligence, ensuring smooth day-to-day account management and a welcoming client experience. She earned her bachelor’s degree from Fairleigh Dickinson University and brings over a decade of financial services experience from Bank of America and Merrill Lynch to her current role at Morgan Stanley. Maria lives in Berlin Borough, NJ with her husband and their daughter, who is soon starting high school. Weekends often find her hiking, visiting museums, or enjoying the beach.
About Peter Sabia
Peter Sabia is an associate with the Sabia, Balkey & LaHart team at Morgan Stanley. He graduated from the University of Delaware with a degree in Business, Management, and Marketing and holds the SIE, Series 7, and Series 66 licenses. Originally from Haddonfield, NJ, Pete now lives in Philadelphia, where he is focused on building lasting client relationships and helping individuals and families work toward their financial goals. Outside of work, he Is an avid Philadelphia sports fan who enjoys golfing, staying active and spending time with family in both Haddonfield and Avalon, NJ
Contact William Sabia
Contact Michael Balkey
Contact Kyle LaHart
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Lorry Rosado
Private Banker
About Lorry Rosado
Lorry Rosado is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey and Pennsylvania.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lorry began her career in financial services in 1984, and joined Morgan Stanley in 2017. Prior to joining the firm, she served as a Banking Advisor at Merrill Lynch, and a Senior Premier Client Manager at Bank of America.
She currently resides in East Brunswick, NJ with her family.
Outside of the office, Lorry volunteers as a Coach for the Fast Break Basketball Buddy Ball program, focused on providing an opportunity for disabled children and young adults to enjoy the game of basketball. In her free time, she enjoys spending time with her family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lorry began her career in financial services in 1984, and joined Morgan Stanley in 2017. Prior to joining the firm, she served as a Banking Advisor at Merrill Lynch, and a Senior Premier Client Manager at Bank of America.
She currently resides in East Brunswick, NJ with her family.
Outside of the office, Lorry volunteers as a Coach for the Fast Break Basketball Buddy Ball program, focused on providing an opportunity for disabled children and young adults to enjoy the game of basketball. In her free time, she enjoys spending time with her family.
NMLS#: 644450
Private Bankers, Ultra High Net Worth (“UHNW”) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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
A Simple Six-Step Retirement Checkup
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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
529 Plans: A Powerful Tool to Save for Education
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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
Ready to start a conversation? Contact Sabia, Balkey & LaHart 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)
