Monserrate Cohen
Registered Associate
Phone:
(610) 398-6508(610) 398-6508
Sharon Grove
Associate Vice President,
Financial Advisor
Direct:
(610) 398-6080(610) 398-6080
Toll-Free:
(866) 354-2799(866) 354-2799
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Hi, I'm Sharon! As your Financial Advisor, I strive to develop a thorough understanding of your financial planning and wealth management needs. Together, we can define your goals and establish a tailored plan that can help guide you toward your financial vision.
Whether it's preserving capital, retiring comfortably, or putting your children through college, your goals are unique to you and must be understood by someone who has extensive experience in the industry. At Morgan Stanley, I leverage the most-cutting edge technical resources and strive to deliver exceptional customer service for every individual, household, and organization.
Combining knowledge with open communication, I've spent years building countless relationships simply by listening to the needs of my clients.
Working within Allentown, PA, for the past 30 years, I'm deeply committed to supporting the local community and helping others succeed! I invite to you reach out and schedule a meeting with me to get started on planning your financial future. I look forward to being there for you in 2024!
Whether it's preserving capital, retiring comfortably, or putting your children through college, your goals are unique to you and must be understood by someone who has extensive experience in the industry. At Morgan Stanley, I leverage the most-cutting edge technical resources and strive to deliver exceptional customer service for every individual, household, and organization.
Combining knowledge with open communication, I've spent years building countless relationships simply by listening to the needs of my clients.
Working within Allentown, PA, for the past 30 years, I'm deeply committed to supporting the local community and helping others succeed! I invite to you reach out and schedule a meeting with me to get started on planning your financial future. I look forward to being there for you in 2024!
Securities Agent: AZ, WA, NH, FL, DE, NV, MS, MA, IL, KS, VA, SC, PA, OH, CA, TN, NC, ME, MI, RI, NM, DC, MD, TX, NJ, GA, CO, NY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1297732
NMLS#: 1297732
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
BIOGRAPHICAL DATA
Sharon A. Grove is a Financial Advisor with Morgan Stanley in Allentown, Pennsylvania focusing on financial planning for individuals, families and businesses. Sharon seeks to build long-term client relationships on a foundation of honesty, trust and experience. By drawing on her 25 years of industry experience and the firm’s powerful strategies and intellectual capital, Sharon helps her clients achieve their financial goals by creating and executing investment plans designed exclusively for them. Through a strong work ethic and high level of energy, Sharon is able to focus on client's financial success every step of the way.
After completing her formal education, Sharon worked from the ground floor at two major NYSE companies in center city Philadelphia where she gained valuable client service and operational experience. After relocating to Scottsdale/Phoenix, Arizona in 1981, she continued her work in the industry with major emphasis on the fixed income markets, specifically Municipal Bonds. This led to a sales position serving institutional clients and broker dealers at two major investment banking firms over the course of 8 years. In 1993, Sharon and her family returned home to Pennsylvania, specifically the Lehigh Valley. Prior to joining Morgan Stanley in October 2008, she served individual and institutional clients at two leading financial services firms in the Allentown/Bethlehem area.
Outside of the financial world, Sharon spends time with family and friends and serves as Community Affairs Chair for a football Alumni affiliate in support of various charities.
After completing her formal education, Sharon worked from the ground floor at two major NYSE companies in center city Philadelphia where she gained valuable client service and operational experience. After relocating to Scottsdale/Phoenix, Arizona in 1981, she continued her work in the industry with major emphasis on the fixed income markets, specifically Municipal Bonds. This led to a sales position serving institutional clients and broker dealers at two major investment banking firms over the course of 8 years. In 1993, Sharon and her family returned home to Pennsylvania, specifically the Lehigh Valley. Prior to joining Morgan Stanley in October 2008, she served individual and institutional clients at two leading financial services firms in the Allentown/Bethlehem area.
Outside of the financial world, Sharon spends time with family and friends and serves as Community Affairs Chair for a football Alumni affiliate in support of various charities.
Investor Resources
Informed investors can enjoy access to a variety of Morgan Stanley offerings, ranging from professional research reports, financial podcasts, and special deals for our loyal clients! Please see below to begin exploring our wide range of proprietary resources.
Global Investment Committee on the Markets
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition here.
Read The Latest Report
Thoughts On the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Listen to the Latest Episode
What Should I Do With My Money?
On this podcast, we match real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track?
Listen to the Latest Episode
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology, and beyond.
Listen to the Latest Episode
Lessons in Leadership
A virtual series of intimate conversations on leadership, each from a unique perspective. Join us to hear these industry giants discuss their personal journeys towards leadership and success.
Explore Here
Reserved Offers
Morgan Stanley Reserved Living & Giving is a complimentary program that rewards eligible clients of Morgan Stanley and E*TRADE. See our latest offers on lodging, dining, automotives, and other products!
Learn MoreOnline Tools
Morgan Stanley strives to provide technology platforms that are resilient, safe, and efficient. As a part of our services, these resources are readily available to all of our clients. Learn more about each tool and feature to see how it can easily help you manage and secure your financial journey.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions.
Learn About MSO
Morgan Stanley Mobile App
Securely access your Morgan Stanley account from anywhere. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. From there you will have the resources of MSO on the go.
Learn About MSO App
Total Wealth View
As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online, giving you a complete financial picture.
Learn About Total Wealth View
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn About Online Security
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture.
Learn MoreLocation
515 West Hamilton St
7th Fl
Allentown, PA 18101
US
Direct:
(610) 398-6080(610) 398-6080
Toll-Free:
(866) 354-2799(866) 354-2799
Fax:
(610) 395-0694(610) 395-0694
Meet My Team
Kat Noldy
Registered Associate
Phone:
(610) 391-6336(610) 391-6336
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
Article Image
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
Article Image
Ready to start a conversation? Contact Sharon Grove today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2When 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.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
2When 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.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
