Phone:
(570) 961-7716(570) 961-7716
SRE Group at Morgan Stanley
Direct:
(570) 961-7700(570) 961-7700
Toll-Free:
(800) 733-7096(800) 733-7096
Our Mission Statement
Helping clients like you achieve your retirement and investing goals
Our Story
Welcome to SRE Group! With over 50 years of combined experience in the industry, our team provides comprehensive planning and investment strategies tailored to help meet our clients' unique needs.
At SRE Group, we pride ourselves on our commitment to building long-lasting client relationships. Based in the heart of Scranton, PA, our group is deeply involved with the local community, and we have built our practice by helping Pennsylvania natives as well as nation-wide clients in realizing their financial goals. We hold ourselves to one of the highest standards when it comes to open communication, transparency, and integrity in everything we do.
We stand ready to provide you with exceptional service and support, guiding you through every step of your financial journey.
Whether you are looking to retire comfortably, help preserve your assets, or grow your wealth, our team has the experience and resources to help you achieve your goals. We focus in financial plans, insurance, annuities, lending, tax and estate planning strategies. We look forward to being there for you!
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
STAY IN THE LOOP
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
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.
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.
Register 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!
Explore Here
Modern Wealth Tools
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Beyond viewing your account balance and activity, 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 with one click using eAuthorizations.
Morgan Stanley Online
Total Wealth View
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. Completing your financial picture with Total Wealth View gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Information related to your external accounts is provided for informational purposes only. It is provided by third parties, including the financial institutions where your external accounts are held. Morgan Stanley does not verify that the information is accurate and makes no representation or warranty as to its accuracy, timeliness or completeness.
Financial Advisor(s) may not provide advice on any external account. Additional information about the services described above and offered on Morgan Stanley Online are in the applicable Terms and Conditions of Use.
Total Wealth ViewInformation related to your external accounts is provided for informational purposes only. It is provided by third parties, including the financial institutions where your external accounts are held. Morgan Stanley does not verify that the information is accurate and makes no representation or warranty as to its accuracy, timeliness or completeness.
Financial Advisor(s) may not provide advice on any external account. Additional information about the services described above and offered on Morgan Stanley Online are in the applicable Terms and Conditions of Use.
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows for easy sharing and convenient access to life’s most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
*Not all documents can be accepted into Digital Vault.
Digital Vault*Not all documents can be accepted into Digital Vault.
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool. We make it easy for you and your financial advisor to oversee trends in your financial life.
Spending and Budgeting Tool
Retirement Planning
It’s important to determine how much money you may need to save for a comfortable retirement. Here are three strategies that can help you optimize your 401(k) plan.
Learn More About 401k Strategies
E-Delivery
E-Delivery provides you with the ability to view statements and other firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in E-Delivery.
Learn More About E-Delivery
Online Security Center
Protecting your online security is our top priority at Morgan Stanley. We proactively defend our systems and monitor the threat landscape to help anticipate issues before they arise and respond appropriately when they do. Learn about our extensive security measures, resources, and idea in this constantly evolving landscape.
Learn MorePlanning For Your Future
We understand that so many of life’s major decisions are determined by forces outside of an individual’s control, but defining and enjoying a successful retirement does not have to be one of them. That’s why we’ve utilized our experience to develop a service model to help guide our clients through the complexities of each unique phase surrounding retirement.
Understanding You
Our approach is to understand your unique needs and goals so our team can design a custom strategy to help meet your needs. We are committed to providing personalize guidance and support to help you achieve financial success.
Transitioning With You Through Each Phase
We understand it can be difficult to step away from your career and begin a new phases of your life with an unknown future. We're here to serve as pillar on your financial journey. We will help you plan and adjust through each phase based on your needs at the moment. Our goal is to help ensure you enjoy the perks of retirements and bring you confidence with handling your wealth.
Risk To Your Retirement
Once we determine what kind of retirement you want, we will work together to determine the risks that might be standing between you and your retirement goals. No matter how well you save during the accumulation phase, it’s critical to plan how you convert those assets to income. We can help you navigate the challenges that may arise.
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Impact of Taxes
The strategies you use when drawing down your retirement savings can have a significant impact on how much you’ll pay in taxes and may help you keep more of the returns. Each retiree’s situation is different but establishing a tax management strategy for your investments can help you retain more of your investment returns.
Explore Potential StrategiesLocation
111 North Washington Ave
Ste 201
Scranton, PA 18503
US
Direct:
(570) 961-7700(570) 961-7700
Toll-Free:
(800) 733-7096(800) 733-7096
Fax:
(570) 961-7735(570) 961-7735
Meet SRE Group
Timothy Rose, CFP®
Vice President, Wealth Management, Financial Advisor
Phone:
(570) 963-2343(570) 963-2343
Peter J Suhosky
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(570) 251-3302(570) 251-3302
About Paul Eckenrode
Paul E. Eckenrode, First Vice President, Financial Advisor, Certified Financial Planner™ is a member of the SRE Group at Morgan Stanley along with his partners Peter Suhosky and Timothy Rose. Paul has spent his entire financial services career with Morgan Stanley beginning in 1995. Since 2007, Paul has served as the Branch Manager of the Morgan Stanley Scranton office.
Prior to that, he spent eleven years with United Parcel Service working in various roles including Finance and Accounting. Paul graduated from the University of Scranton with BS in Accounting and an MBA in Finance. Also, Paul attained his Certified Financial Planner™ (CFP®) designation in 2003.
In his spare time, Paul works with various community organizations and youth sports programs. Paul and his wife Melissa have four children, Monica, Abigail, Matthew and Isabel.
Prior to that, he spent eleven years with United Parcel Service working in various roles including Finance and Accounting. Paul graduated from the University of Scranton with BS in Accounting and an MBA in Finance. Also, Paul attained his Certified Financial Planner™ (CFP®) designation in 2003.
In his spare time, Paul works with various community organizations and youth sports programs. Paul and his wife Melissa have four children, Monica, Abigail, Matthew and Isabel.
Securities Agent: IL, VA, VI, VT, WA, WI, WV, WY, KS, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IN, KY, LA, MA, MD, MI, MN, MO, ME, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282819
NMLS#: 1282819
About Timothy Rose
Timothy C. Rose, CFP® is a Vice President and Financial Advisor of the SRE Group at Morgan Stanley. Tim has been in the financial industry for over 30 years leveraging his experience and knowledge to help his clients reach their financial goals. Tim obtained his Certified Financial Planner™ (CFP®) designation in 2004. Prior to joining Morgan Stanley in 2000, Tim began his career as a Financial Advisor at Wheat First Butcher and Singer in 1993.
Tim attended The Scranton Preparatory School and graduated from Penn State University with a bachelor’s degree in business. In his spare time, Tim works with various community organizations such as The United Way, St. Paul’s Church, Green Ridge Little League and Green Ridge Biddy Basketball. Tim and his wife, Kathy, got married in 1993 and have five children, Madeline, Tim Jr., Kathleen, Rachael and Patrick.
Tim attended The Scranton Preparatory School and graduated from Penn State University with a bachelor’s degree in business. In his spare time, Tim works with various community organizations such as The United Way, St. Paul’s Church, Green Ridge Little League and Green Ridge Biddy Basketball. Tim and his wife, Kathy, got married in 1993 and have five children, Madeline, Tim Jr., Kathleen, Rachael and Patrick.
Securities Agent: MA, MD, MI, MN, MO, NC, NH, NJ, NY, OK, PA, SC, TX, VA, VT, WA, NM, CO, AR, AZ, CA, CT, DC, DE, FL, IA, IL, IN; General Securities Representative; Investment Advisor Representative
About Peter J Suhosky
Peter Suhosky has served clients in the financial service industry for the past 25 years. Currently, he is a Senior Vice President, Portfolio Management Director, and Financial Advisor with the SRE Group at Morgan Stanley. Prior to becoming a Financial Advisor, Peter spent time in Ecuador doing veterinary work as a U.S. Peace Corps volunteer. He has worked for the U.S. Department of Justice at the U.S. Naval Base at Guantanamo Bay, Cuba, and the Federal Bureau of Prisons in Miami.
As a Financial Advisor, Peter enjoys providing his clients with sound financial advice, knowledge to break down complex issues, the best tools, and investments to identify and achieve their financial goals.
Peter is a graduate of Mount Saint Mary's College earning a B.A in Political Science with a Business and Finance minor. He holds his Series 6, 7, 9, 10, 31, 63 and 65 licenses and life & health insurance licenses. Peter and his wife, Jennifer, have three children together named Abby, Michael, and Isabelle. They're active members of Saint John's Catholic Church in Honesdale. In his spare time, he volunteers with numerous local organizations, and assists with the operations of a family beef cattle farm.
As a Financial Advisor, Peter enjoys providing his clients with sound financial advice, knowledge to break down complex issues, the best tools, and investments to identify and achieve their financial goals.
Peter is a graduate of Mount Saint Mary's College earning a B.A in Political Science with a Business and Finance minor. He holds his Series 6, 7, 9, 10, 31, 63 and 65 licenses and life & health insurance licenses. Peter and his wife, Jennifer, have three children together named Abby, Michael, and Isabelle. They're active members of Saint John's Catholic Church in Honesdale. In his spare time, he volunteers with numerous local organizations, and assists with the operations of a family beef cattle farm.
Securities Agent: RI, PA, DC, CT, WA, SC, KY, VT, NY, ME, UT, NH, NC, MA, IL, IA, FL, AZ, GA, VA, MI, MD, CO, CA, TX, NM, IN, NJ, MN, DE, TN, AL, OK, MO; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1312583
NMLS#: 1312583
Contact Paul Eckenrode
Contact Timothy Rose
Contact Peter J Suhosky
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Ready to start a conversation? Contact SRE Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
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
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.
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)
