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
Our Story and Services
Guiding Your Financial Future: Over 100 Years of Expertise in Retirement and Wealth Management
Welcome to Morgan Stanley, we are very happy to be here and even more excited about the future. We are you dedicated wealth management team, bringing over 100 years of collective financial expertise to serve your unique needs. Our team specializes in crafting personalized retirement strategies and managing every aspect of your financial life.
Our Team:
• Three Financial Advisors – Bill Sabia, Michael Balkey and Kyle LaHart
Leveraging decades of experience to design tailored investment strategies aligned with your goals.
• One Advisor in Training – Pete Sabia
Bringing fresh perspectives while learning under our senior advisors’ mentorship.
• Two Client Support Specialists – Trish Barnes and Maria Fala
Ensuring seamless service and proactive communication for all your needs.
Our Specialized Approach:
We focus on:
• Retirement Planning: Building strategies to secure your financial future through disciplined wealth preservation and growth.
• Holistic Financial Management: Integrating all aspects of your financial picture—investments, risk management, estate planning, and legacy goals—into a unified strategy.
Why Partner With Us?
Proven Legacy: Our Merrill Lynch heritage combines with Morgan Stanley’s global resources to offer unparalleled insights and opportunities.
Client-Centric Philosophy: We prioritize long-term relationships grounded in transparency, trust, and personalized attention.
Comprehensive Solutions: From day-to-day financial oversight to strategic generational wealth transfer, we provide end-to-end guidance.
We look forward to collaborating with you to navigate your financial journey with confidence.
Welcome to Morgan Stanley, we are very happy to be here and even more excited about the future. We are you dedicated wealth management team, bringing over 100 years of collective financial expertise to serve your unique needs. Our team specializes in crafting personalized retirement strategies and managing every aspect of your financial life.
Our Team:
• Three Financial Advisors – Bill Sabia, Michael Balkey and Kyle LaHart
Leveraging decades of experience to design tailored investment strategies aligned with your goals.
• One Advisor in Training – Pete Sabia
Bringing fresh perspectives while learning under our senior advisors’ mentorship.
• Two Client Support Specialists – Trish Barnes and Maria Fala
Ensuring seamless service and proactive communication for all your needs.
Our Specialized Approach:
We focus on:
• Retirement Planning: Building strategies to secure your financial future through disciplined wealth preservation and growth.
• Holistic Financial Management: Integrating all aspects of your financial picture—investments, risk management, estate planning, and legacy goals—into a unified strategy.
Why Partner With Us?
Proven Legacy: Our Merrill Lynch heritage combines with Morgan Stanley’s global resources to offer unparalleled insights and opportunities.
Client-Centric Philosophy: We prioritize long-term relationships grounded in transparency, trust, and personalized attention.
Comprehensive Solutions: From day-to-day financial oversight to strategic generational wealth transfer, we provide end-to-end guidance.
We look forward to collaborating with you to navigate your financial journey with confidence.
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.
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
Client Service 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
A recent graduate of the University of Delaware with a degree in Business, Management, and Marketing, Peter Sabia is excited to begin his career in wealth management alongside his father at Morgan Stanley. He has earned his SIE and Series 7 and is currently pursuing his Series 66 license. Pete is a lifelong Haddonfield, NJ resident and passionate Philadelphia sports fan who enjoys spending time with his extended 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
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)
