Stephen Blahunka, MBA, QPFC, CRPC®
First Vice President,
Financial Advisor
Direct:
(248) 848-8048(248) 848-8048
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Throughout his career, Stephen Blahunka’s experience in various industries has instilled within him the two core principles of his practice: customer service and accountability. His transition into wealth management was founded in the acknowledgement that clients are eager to seek the advice of an accountable and responsible financial advisor that can help guide them and who provides exceptional customer service. Stephen and his team firmly believe in keeping their clients up to date every step of the way through monthly reviews, quarterly portfolio evaluations, and annual investment planning. It’s through this process that his career has not only provided his clients the tools they need to reach their goals, but also have created lifelong friendships.
A graduate of Central Michigan University with an MBA from Wayne State University, Stephen entered the financial services industry in 2009 with the goal of becoming a dedicated financial advisor in the lives of his clients. His practice includes providing guidance for individuals who have lost a significant other and seek sage advice as they navigate this tumultuous time in their lives. As a widower himself, Stephen understands the challenges that derive from these moments with the acknowledgement of how lucky we have been to have shared our lives with someone special to begin with. As a CRPC and a CPFA, Stephen is also able to support the administration of retirement plans for the businesses of his clients.
Outside of work, Stephen enjoys staying active by skiing, biking, and swimming. In addition to athletics, he’s a board member for The Children’s Foundation in Detroit supporting programs focused on mental health, substance use disorder, health equity and pediatric cancer research. He also serves on Central Michigan University’s Pediatric Institutional Review Board which reviews and approves pediatric cancer research at Children’s Hospital of Michigan in partnership with St. Jude Children’s Hospital. A proud parent of two children and a daughter-in-law, Stephen’s family serves as his rock and for his clients, he understands their commitment to their children and grandchildren with providing a legacy for their future.
A graduate of Central Michigan University with an MBA from Wayne State University, Stephen entered the financial services industry in 2009 with the goal of becoming a dedicated financial advisor in the lives of his clients. His practice includes providing guidance for individuals who have lost a significant other and seek sage advice as they navigate this tumultuous time in their lives. As a widower himself, Stephen understands the challenges that derive from these moments with the acknowledgement of how lucky we have been to have shared our lives with someone special to begin with. As a CRPC and a CPFA, Stephen is also able to support the administration of retirement plans for the businesses of his clients.
Outside of work, Stephen enjoys staying active by skiing, biking, and swimming. In addition to athletics, he’s a board member for The Children’s Foundation in Detroit supporting programs focused on mental health, substance use disorder, health equity and pediatric cancer research. He also serves on Central Michigan University’s Pediatric Institutional Review Board which reviews and approves pediatric cancer research at Children’s Hospital of Michigan in partnership with St. Jude Children’s Hospital. A proud parent of two children and a daughter-in-law, Stephen’s family serves as his rock and for his clients, he understands their commitment to their children and grandchildren with providing a legacy for their future.
Securities Agent: WI, TN, OH, NC, MD, KY, UT, PA, ND, IL, FL, VA, NE, MI, CO, CA, NY, TX, GA, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 533621
NMLS#: 533621
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Matt Blahunka - Financial Advisor
Phone:
(952) 830-4351(952) 830-4351
Email:Matthew.Blahunka@morganstanley.com
Securities Agent: NE, MN, WI, MD, FL, VA, TX, NC, GA, NY, ND, CO, TN, OH, UT, MI, CA, KY, IL, PA; General Securities Representative; Investment Advisor Representative
Location
35055 W 12 Mile Rd.
Ste 101
Farmington Hills, MI 48331
US
Direct:
(248) 848-8048(248) 848-8048
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 Stephen Blahunka, MBA 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)
