Spring Mill Wealth Management Group at Morgan Stanley

Dustin is a Financial Advisor, Senior Portfolio Manager, and CERTIFIED FINANCIAL PLANNER™. Starting at Morgan Stanley in 2009, he serves high and ultra high-net-worth clients. He was also named to the 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State ranking for Pennsylvania. Dustin’s wealth advisory practice focuses on consulting to successful families and their businesses. Prior to his time at Morgan Stanley, he was a Staffing Manager at Robert Half International and a Senior Mortgage Banker at National Fidelity Mortgage. He is on the Board of Directors for JEVS Human Services in Philadelphia and serves on their Investment Committee. Dustin holds a B.A. degree in Public Relations with concentration in Strategic Communications, and a marketing certificate. While at Towson, Dustin was president of his Sigma Pi Fraternity International chapter. He also was a past member of the Tribe 12 Fellowship for social entrepreneurs. During his free time, Dustin enjoys spending time with his wife Sara, daughter Eva, and son Benjamin. Additionally, he likes cooking for friends and family, landscaping and gardening, reading about entrepreneurship and investments, being active in the great outdoors, skiing, hiking, and exercising.

Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22

Keith is a Senior Vice President within the Wealth Management business of Morgan Stanley. Keith joined Morgan Stanley in 2015. He works with high and ultra high-net-worth clients and family offices to manage all aspects of their wealth. He collaborates with his clients in a proactive manner to create and manage a comprehensive wealth management plan. Prior to joining Morgan Stanley, Keith spent 7 years in the Private Bank at Credit Suisse. Keith has worked directly with high-net-worth families for the last 14 years and is a CERITIFIED FINANCIAL PLANNER™. He works directly with his clients to help preserve and grow their assets, manage cash flow and ensure estate plans create the desired impact for his clients’ families. Before joining Credit Suisse.

Keith spent 11 years at SEI Investments, where he was an executive in their Private Client Group. Keith graduated first in his class from Lycoming College (Summa Cum Laude), where he was a three-time captain of the football team, an All-American quarterback and was a Rhodes Scholar nominee. When not spending time with his family, Keith dedicates his time and talents to causes concerned with youth sports and animal welfare. Keith lives in Collegeville with his wife Jennifer and their two sons.

John is a Senior Vice President and Senior Portfolio Management Director, having worked at Smith Barney, now Morgan Stanley, since 2000. Prior to this he enjoyed a successful career in Clinical Psychology both at St. Christopher’s Hospital for Children and CHOP where he was Director of Psychology Training. He also taught at Villanova and Temple Universities. He received a B.A. degree in Psychology from Muhlenberg College and an M.A. degree in Psychology and a doctorate in Child Development, both from Temple University. John’s career in psychology and family therapy has given him an awareness of significant family issues related to financial matters. His ability to listen and respond to individual as well as family concerns is an asset in his working with clients. John served two terms as Board Chair for the Philadelphia Society of Services to Children and was a Board member of the Family Institute of Philadelphia. Earlier he was part owner of the Phila Spartans Soccer Club and a Vice President in the American Soccer League. Currently he serves as Emeritus Trustee at Muhlenberg College, where he served on the Board for 12 years. John is married to Stephanie and has two children and five grandchildren. In addition to satisfaction from helping his clients grow and preserve their assets, he is passionate about opera, Temple University athletics and summers in Maine.

Hugh works with high and ultra high-net-worth clients to manage all aspects of their wealth. Together, the team builds a comprehensive financial plan to help ensure the client’s wealth is aligned to support their goals.

Prior to joining Morgan Stanley, Hugh spent 7 year in the Private Bank at Credit Suisse. Hugh has spent 25+ years working in financial services and wealth management in a variety of roles. During the course of his career, Hugh has served in comprehensive planning and client relationship roles working directly with institutions, high net worth clients, family offices and registered investment advisors. Hugh worked as an Estate Planning Strategist and Relationship Manager at SEI Investments in the Wealth Management Group, designing tailored investment and estate planning strategies to help clients achieve their goals and create their desired legacy.

Hugh completed his undergraduate studies in Finance at Bloomsburg University, received his Master’s Degree in Finance from Villanova University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Hugh lives in Collegeville with his wife Kerri and their son and daughter. He enjoys spending time with his family and volunteering with organizations focused on special needs children and their families.

David Ambartsumian, CFP^® is a dedicated financial advisor with the Spring Mill Wealth Management Group at Morgan Stanley. With a Bachelor of Science degree in Psychology from Drexel University, David began his investing career in 2016, and has since been focused on managing client relationships, financial planning, investment management, and plan implementation.

David's background in psychology has given him a distinctive prospective on financial planning and investment management. He understands that financial decisions are often influenced by emotions and behavior, which is why he incorporates principals of behavioral finance into his approach.

Before joining Morgan Stanley in 2022, David worked as a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch for nearly 4 years.

Aside from his work, David is an avid Formula One fan, enjoying watching the races on Sundays with his wife Rebekah, and their two children, Alex and Sofia. When he's not working or watching the race, David enjoys exploring his passions for wine, travel, and food.

As a CERTIFIED FINANCIAL PLANNER™, David is committed to helping his clients achieve their financial goals and objectives. Whether you're just starting to plan for your future, or you're a seasoned investor, David can help navigate the ever-changing landscape of financial planning. Contact him today to learn more about his services.

Dean joined Morgan Stanley in 2021 and is responsible for communicating with clients daily, coordinating and executing client service requests, and providing investment and financial planning analysis.

Prior to joining Morgan Stanley, Dean spent 10 years at Vanguard in a variety of roles from Brokerage Services Representative to Flagship Assigned Representative in which he worked with over 200 high net-worth families develop plans to reach their financial goals.

Dean is a graduate of The University of Phoenix with a bachelor’s degree in Business Management. While in college, Dean worked in banking at The Bryn Mawr Trust Company which helped solidify his interest in pursuing a career in finance.

Outside of work, Dean makes his home in West Chester, PA with his wife and two sons. He enjoys his free time playing drums in several local bands, hiking, and golfing.

Michaela joined Morgan Stanley in 2022 as a Registered Client Service Associate. She is responsible for coordinating and executing client service requests, holistically reviewing client relationships and supporting the Spring Mill Wealth Management Group.

Michaela originally stepped into a career in high net worth wealth management through a conversation with a member of the CrossFit gym where she was coaching. From this conversation Michaela joined a Wells Fargo team in Wilmington, DE – she spent the next 2 years becoming registered and learning the client service side of wealth management. Prior to joining Morgan Stanley Michaela spent a year at Alex Brown transitioning a book of business and supporting a group of advisors. Michaela studied marketing in the business school at the University of Alabama, where she was a D-1 Rower, and graduated from Temple University with a Bachelor’s degree in Economics.

Michaela and her husband live in West Chester PA, where they recently purchased and completely renovated their first home. In her free time Michaela enjoys horse back riding, CrossFit and woodworking.

Nick joined Morgan Stanley in 2024 as a Registered Client Service Associate. He is responsible for coordinating and executing client service requests, communicating with clients daily, and supporting the Spring Mill Wealth Management Group as a Client Service Associate.

Prior to joining Morgan Stanley, Nick spent nearly 3 years at Bank of America/Merrill Lynch in a variety of roles. After graduating from the Fox School of Business at Temple University with a degree in Marketing, Nick began his career working as a Relationship Manager for banking clients within Bank of America. After a year of managing these relationships, Nick transitioned to serving as a Financial Advisor for banking clients on behalf of Merrill Lynch. After providing advice and guidance for those clients on both their investment and banking needs, he started a new role working as a Merrill Lynch Wealth Management Advisor in Philadelphia focusing on high-net-worth clients.

Outside of work, Nick is a passionate sports fan and enjoys watching all Philadelphia teams as well as his favorite soccer team, Chelsea FC. Nick also has a passion for history and frequently visits all the museums Philadelphia has to offer.