William Sabia
Senior Vice President, Financial Advisor, Financial Planning Specialist
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 the Sabia, Balkey & LaHart Wealth Management Group at Morgan Stanley, where our legacy of over a century of financial expertise is dedicated to creating exceptional wealth and extraordinary outcomes for our clients.
Our team specializes in architecting personalized financial strategies, blending time-honored, proven methodologies with innovative approaches that evolve with the dynamic landscape of modern finance. We deliver unparalleled, white-glove service tailored to your unique aspirations—whether securing a prosperous retirement, funding your children’s education, or purchasing a home.
At Sabia, Balkey & LaHart, our client-centric philosophy is rooted in trust, integrity, and an unwavering dedication to your success. We forge enduring, multigenerational partnerships, meticulously crafting wealth preservation and growth strategies that empower our clients to achieve their most ambitious financial objectives with confidence.
Our foundation is strong—rooted in the traditions 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 specializes in architecting personalized financial strategies, blending time-honored, proven methodologies with innovative approaches that evolve with the dynamic landscape of modern finance. We deliver unparalleled, white-glove service tailored to your unique aspirations—whether securing a prosperous retirement, funding your children’s education, or purchasing a home.
At Sabia, Balkey & LaHart, our client-centric philosophy is rooted in trust, integrity, and an unwavering dedication to your success. We forge enduring, multigenerational partnerships, meticulously crafting wealth preservation and growth strategies that empower our clients to achieve their most ambitious financial objectives with confidence.
Our foundation is strong—rooted in the traditions 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
Tax Management Services
Taxes can make a big difference over the long run in helping meet financial goals – so you need a tax-smart edge. Learn how Morgan Stanley Tax Management Services can help efficiently manage your capital gains with a complimentary and fully personalized experience.
Features to Help Improve After-Tax Returns
- Active Tax Loss Harvesting
- Opportunistic Tax Loss Harvesting
- Client Directed Tax Mandates
- Tax Efficient Trading
- Enhanced Personalization
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, CFA®
Vice President, Financial Advisor
Phone:
(856) 222-4594(856) 222-4594
Peter Sabia
Financial Advisor, Financial Planning Specialist
Phone:
(856) 222-4571(856) 222-4571
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
William Sabia Jr.
Financial Advisor
Phone:
(856) 231-4815(856) 231-4815
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. Outside of the office, Bill enjoys spending time with his large extended family and relaxing at the beach in Avalon, NJ.
Securities Agent: MD, DE, NV, CA, TX, NJ, PA, SC, ME, AZ, OH, MT, MA, ID, CT, NY, VA, NC, FL, TN; 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, FL, NY, NV, TN, MD, VA, PA, NC, MA, CT, OH, ME, AZ, SC, MT, 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: CA, NJ, ID, OH, TX, TN, MA, NY, DE, SC, PA, CO, MT, CT, VA, NV, FL, NC, AZ, ME, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1295343
CA Insurance License #: 4450029
NMLS#: 1295343
CA Insurance License #: 4450029
About Peter Sabia
Peter Sabia is a Financial Advisor 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 Series 7 and Series 66 licenses, as well as New Jersey Life and Health Insurance licenses.
As a member of a multigenerational wealth management team with a longstanding history of serving individuals and families, Pete takes pride in building lasting relationships grounded in trust, communication and personalized attention. He works alongside the team to help clients navigate their lives, address their evolving needs and work toward their long-term financial goals.
Originally from Haddonfield, New Jersey, Pete now resides in Center City Philadelphia. Outside of work, he enjoys golfing, staying active and spending time with his family in Avalon, New Jersey.
As a member of a multigenerational wealth management team with a longstanding history of serving individuals and families, Pete takes pride in building lasting relationships grounded in trust, communication and personalized attention. He works alongside the team to help clients navigate their lives, address their evolving needs and work toward their long-term financial goals.
Originally from Haddonfield, New Jersey, Pete now resides in Center City Philadelphia. Outside of work, he enjoys golfing, staying active and spending time with his family in Avalon, New Jersey.
Securities Agent: NC, MT, MD, TX, NV, MA, ID, ME, FL, NY, TN, VA, OH, AZ, SC, NJ, DE, CT, PA, CA, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 2773249
NMLS#: 2773249
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 William Sabia Jr.
Will Sabia joins us from True Search, where he led executive searches for the leading private tech companies across the globe. He holds a bachelors of science in computer science from Villanova University, graduating with honors. In his current role, Will supports client relationships and day-to-day operations while preparing to complete his licensing exams and begin work as a financial advisor.
Outside of work, Will is an avid surfer and traveler, having visited some of the premier surf breaks in the world.
Outside of work, Will is an avid surfer and traveler, having visited some of the premier surf breaks in the world.
Securities Agent: NY, TX, OH, ME, ID, CA, NV, NJ, MT, MA, DE, CT, TN, PA, MD, AZ, VA, FL, NC, IN, SC; General Securities Representative; Investment Advisor Representative
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Wealth Management
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Portfolio Insights
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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
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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
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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 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
