Managing Director, Wealth Management, Financial Advisor, Global Sports and Entertainment Director, NFLPA Registered Institutional Player Financial Advisor, Institutional Consultant
Phone:
(610) 430-1917(610) 430-1917
The Banner Group at Morgan Stanley
Justin WellenJeffrey M. PalmerPatrick R. Donnelly, CIMA®Brett Wallace, CFP®, QPFC, CPWA®, CEPA®Anthony Ault, CFA, QPFCRoderick PooreMichael Rifkin, CFP®, CRPC®David BentleyMatt Rifkin
Direct:
(610) 430-1917(610) 430-1917
Direct:
(617) 589-3461(617) 589-3461
Direct:
(309) 671-2899(309) 671-2899
Our Mission Statement
Our mission is to assist successful individuals, families, and select institutions in simplifying their lives and making a meaningful impact in order to live the lives they have imagined, and leave a legacy for future generations and the causes and people they care about most.
Our Story and Services
At The Banner Group at Morgan Stanley, our team combines the personal service, creativity, and objective advice of a boutique practice with the extensive resources of one of the world’s largest investment firms. Our team members bring a wealth of experiences and perspectives, allowing us to offer tailored advice that meets the unique needs of each client.
We believe that a specialized focus gives us an advantage, so we mainly serve clients who are actively employed in or retired from a few specific sectors, enabling us to provide highly customized financial strategies. One of our key specializations is within Global Sports and Entertainment, where we serve the unique and complex needs of athletes, coaches, team owners, and entertainers.
For more information on the range of clients we work with, please refer to our "Who We Work With" tab above.
We believe that a specialized focus gives us an advantage, so we mainly serve clients who are actively employed in or retired from a few specific sectors, enabling us to provide highly customized financial strategies. One of our key specializations is within Global Sports and Entertainment, where we serve the unique and complex needs of athletes, coaches, team owners, and entertainers.
For more information on the range of clients we work with, please refer to our "Who We Work With" tab above.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Commitment To You
Holistic Advice Based On Your Unique Circumstances
A personal connection with you is fundamental to how we tailor solutions to fit your needs. We delve into your life, not just your portfolio, to create and deliver optimal solutions for your personal situation. Together, we will collaborate to address your concerns and goals, giving you a level of care and personalized attention that sets us apart from the rest.
Integrity
Unwavering integrity and determination are our core values, and we consistently endeavor to do the right thing. Entrusting us with your finances is a privilege we do not take lightly.
Customized Recommendations and Solutions
Our team of skilled experts can deliver a unique blend of abilities not often found in one place. We have a wide range of investment solutions in publicly traded securities as well as alternative investment opportunities. We offer our clients a curated network of private-market opportunities when suitable.
Ongoing Assessment
We conduct ongoing reviews and communicate with our clients according to a schedule personalized to each of your needs. We feel it is important clients receive comprehensive reporting to stay informed on their customized strategy that adapts to changing financial and family needs.
Our Philosophy
Simplicity
We thrive on making the complex simple. Our clients benefit from comprehensive planning, advice, and integrated investment strategies for their entire financial picture.
Service
Accessibility is important in everything we do -- from being here when you need us most, to providing access to top public- and private-market investment strategies. A high level of service is not only what you should expect, but what you deserve.
Collaboration
Our relationships are collaborative and built to align with your goals and values to help you achieve your objectives. We aim to help navigate the twists and turns in life while building deep, committed relationships.
CLIENT RESOURCES
Below is a glimpse of the informational resources offered here at Morgan Stanley.
Corporate and Institutional Solutions
To meet the goals of your organization, you need the right partner. Whether you're seeking workplace financial benefits or customized investment strategies, we offer a powerful range of solutions to help you and the people you represent reach your financial goals
Read More
Global Sports & Entertainment
You have that something extra, the star quality, the intangibles that put you on top in fiercely competitive industries. You already have the vision but you may need the plan. Your distinct needs inspire the creation of Morgan Stanley Global Sports & Entertainment.
Read More
Estate Planning Essentials
Creating an estate plan can help protect your wealth and prevent hardship for your heirs. The best start you can get is to inform yourself on the essentials of estate planning.
Learn More
Donor Advised Funds
There's more to charitable giving than you may realize. Here's one method that may be tax-efficient and can help maximize your impact.
Learn More
Morgan Stanley Online
Morgan Stanley Online 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 eAuthorization.
View Account
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you’ll benefit from more informed wealth planning, secure data access and convenient connectivity.
Access Total Wealth ViewWho We Work With
Sports Professionals & Entertainers
Every sports and entertainment profession is unique with its own characteristics, earnings profile and variable careen span. You require a Financial Advisor who knows the industry and how money flows from your work to your wallet.
Institutional Clients
We understand the level of sophisticated financial management that is required to make sure the goals of your fund, trust, or foundation are met. Our experience in crafting and maintaining complex institutional portfolios has allowed us to serve clients like you for many years.
Non-Profits, Foundations & Endowments
Our team respects those whose missions improve society. We are aware of market complexities, and offer advice on investment policy, account operations, spending policy, and philanthropy management.
Individual Investor
Through personalized financial planning, investment advice, risk assessment and strategies, our team is well equipped to help you make the right decisions to achieve your goals.
Entrepreneurs & Founders
Starting a business brings along with it a great deal of financial risk. Provide us your vision, we'll agree on a path, and walk it together, optimiznig risk and managing the complexities until we achieve it.
Healthcare Professionals
Demanding schedules, complex benefit packages, and an unpredictable industry have all caused numerous healthcare professionals to benefit from our services for years.
Location
3803 West Chester Pike
Suite 200
Newtown Square, PA 19073
US
Direct:
(610) 430-1917(610) 430-1917
28 State Street
Boston, MA 02109
US
Direct:
(617) 589-3461(617) 589-3461
401 Main Street
Suite 1000
Peoria, IL 61602
US
Direct:
(309) 671-2899(309) 671-2899
Meet The Banner Group
Jeffrey M. Palmer
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Global Sports and Entertainment Director, Institutional Consultant
Phone:
(617) 589-3461(617) 589-3461
Patrick R. Donnelly, CIMA®
Executive Director, Wealth Management, Institutional Consultant, Institutional Consulting Director
Phone:
(309) 671-2899(309) 671-2899
Senior Vice President, Wealth Management, Financial Advisor, Executive Financial Services Director, Alternative Investments Director, Portfolio Management Director, Insurance Planning Director, Financial Planning Specialist, Lending Specialist
Phone:
(610) 430-1925(610) 430-1925
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
Phone:
(610) 430-1932(610) 430-1932
Anthony Ault, CFA, QPFC
Vice President, Wealth Management, Financial Advisor, Portfolio Manager, Institutional Consultant
Phone:
(309) 671-2824(309) 671-2824
Phone:
(610) 430-1911(610) 430-1911
Phone:
(610) 430-1912(610) 430-1912
Lauren Seler, CRPC
Portfolio Associate
Phone:
(617) 589-3307(617) 589-3307
Kristine Kelch
Senior Client Service Associate
Jeffrey Merten
Portfolio Associate
Phone:
(610) 430-1930(610) 430-1930
Paul Murphy, CFP®
Financial Planning Analyst
Phone:
(610) 430-1065(610) 430-1065
About Justin Wellen
Justin is a Managing Director, Global Sports and Entertainment Director, Institutional Consultant, and Financial Advisor with Graystone Consulting at Morgan Stanley located in Newtown Square, PA.
Morgan Stanley’s Global Sports & Entertainment is a highly specialized wealth management division, dedicated to serving the unique and complex needs of NFL coaches & players, PGA professionals, MLB players and their business advisors/agents.
Justin has access to customized resources and programs, including asset and liability management, philanthropic and lifestyle advisory services, family governance and financial planning, insurance, investment banking services and private equity solutions.
In his work with institutions, Justin assists organizations with investment policy, asset allocation, and investments. His institutional area of focus is primarily with not-for-profit organizations, collaborating with the rest of the team at Graystone Consulting, whose vast experience includes relationships with institutions in a variety of sectors.
Leveraging a strong passion for sports, Justin received a scholarship to play baseball and earned his bachelor’s degree at the College of William and Mary. He enjoys spending time with his family, playing golf, and visiting Arizona. He lives in the greater Philadelphia area with his wife Katy, their daughter Sydney, and their dog Crosby.
Morgan Stanley’s Global Sports & Entertainment is a highly specialized wealth management division, dedicated to serving the unique and complex needs of NFL coaches & players, PGA professionals, MLB players and their business advisors/agents.
Justin has access to customized resources and programs, including asset and liability management, philanthropic and lifestyle advisory services, family governance and financial planning, insurance, investment banking services and private equity solutions.
In his work with institutions, Justin assists organizations with investment policy, asset allocation, and investments. His institutional area of focus is primarily with not-for-profit organizations, collaborating with the rest of the team at Graystone Consulting, whose vast experience includes relationships with institutions in a variety of sectors.
Leveraging a strong passion for sports, Justin received a scholarship to play baseball and earned his bachelor’s degree at the College of William and Mary. He enjoys spending time with his family, playing golf, and visiting Arizona. He lives in the greater Philadelphia area with his wife Katy, their daughter Sydney, and their dog Crosby.
Securities Agent: FL, AL, WA, OK, NV, MT, RI, MA, KY, KS, IL, CA, WY, SD, OR, NY, ME, UT, PA, LA, CO, PR, NJ, MS, MO, MN, MD, ID, DC, CT, IA, VT, VA, TX, NH, NE, WI, SC, NM, NC, MI, IN, AZ, OH, GA, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1126151
NMLS#: 1126151
About Jeffrey M. Palmer
Jeff Palmer is a Senior Vice President, Senior Portfolio Management Director, Global Sports and Entertainment Director, Institutional Consultant, and Financial Advisor at Graystone Consulting at Morgan Stanley. With over 25 years of experience in financial services, he serves institutional clients, as well as a select group of individual clients, mainly those that are professional investors, entrepreneurs, sports team owners and others in sports and entertainment, individuals practicing in the healthcare sector, as well as retirees.
Coming from a family of physicians and raised with the mindset of caring for others, Jeff enjoys building long term relationships, helping clients identify their goals, and creating investment portfolios around their specific objectives. He is a strong believer in collaborative relationships, and views his role in wealth management as that of a problem solver.
As a Senior Portfolio Management Director, Jeff manages various discretionary equity strategies, ranging from core equity, to dividend growth equity, and sustainable equity investing, which are exclusive to clients at Morgan Stanley.
Jeff earned a B.A. in Business Administration with a concentration in Finance from Westminster College in Fulton, MO. While at Westminster, he was part of the founding group of the Blue Blazers Investment Committee, an organization that allows students to experience investing in the stock market firsthand by acting as stock analysts and portfolio managers. This early foundational experience in research and portfolio management led Jeff to begin his career in financial services immediately upon graduation, and since then he has risen to become a Senior Portfolio Management Director.
In his work with institutions, Jeff advises organizations as part of Graystone Consulting, Morgan Stanley’s elite team serving institutional investors. He uses cutting-edge analytics and extensive research to prepare investment policy statements, custom asset allocation models and thoughtful portfolio strategies to serve the complex needs of clients.
Jeff lives in Dedham, MA with his wife Anna, a company founder, CEO, and venture capitalist, and their son Lawton. They are actively involved in community outreach. Jeff serves in a leadership role at his local church and chairs the Business Advisory Council at the Massachusetts Down Syndrome Congress. He is also a Board member of Boston Scores, which helps urban youth build essential life skills and character through soccer and team-based enrichment programs. In his spare time, he enjoys soccer, tennis, fishing, downhill skiing, and homebrewing.
Coming from a family of physicians and raised with the mindset of caring for others, Jeff enjoys building long term relationships, helping clients identify their goals, and creating investment portfolios around their specific objectives. He is a strong believer in collaborative relationships, and views his role in wealth management as that of a problem solver.
As a Senior Portfolio Management Director, Jeff manages various discretionary equity strategies, ranging from core equity, to dividend growth equity, and sustainable equity investing, which are exclusive to clients at Morgan Stanley.
Jeff earned a B.A. in Business Administration with a concentration in Finance from Westminster College in Fulton, MO. While at Westminster, he was part of the founding group of the Blue Blazers Investment Committee, an organization that allows students to experience investing in the stock market firsthand by acting as stock analysts and portfolio managers. This early foundational experience in research and portfolio management led Jeff to begin his career in financial services immediately upon graduation, and since then he has risen to become a Senior Portfolio Management Director.
In his work with institutions, Jeff advises organizations as part of Graystone Consulting, Morgan Stanley’s elite team serving institutional investors. He uses cutting-edge analytics and extensive research to prepare investment policy statements, custom asset allocation models and thoughtful portfolio strategies to serve the complex needs of clients.
Jeff lives in Dedham, MA with his wife Anna, a company founder, CEO, and venture capitalist, and their son Lawton. They are actively involved in community outreach. Jeff serves in a leadership role at his local church and chairs the Business Advisory Council at the Massachusetts Down Syndrome Congress. He is also a Board member of Boston Scores, which helps urban youth build essential life skills and character through soccer and team-based enrichment programs. In his spare time, he enjoys soccer, tennis, fishing, downhill skiing, and homebrewing.
Securities Agent: KY, MS, CO, OH, UT, TX, PA, MI, NE, ME, FL, WI, SC, AZ, IL, VT, WA, SD, WY, RI, WV, VA, PR, OK, GA, AL, IN, MD, NC, NY, MO, MN, OR, NJ, NM, KS, CT, ID, MT, MA, IA, DE, NH, LA, NV, DC, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1295589
NMLS#: 1295589
About Patrick R. Donnelly
Patrick Donnelly is an Executive Director and Institutional Consulting Director with Graystone Consulting, a division of Morgan Stanley. His advisory business includes affluent investors, foundations, endowments, government organizations, not-for-profits, and corporate services for public and private corporations.
Patrick graduated from Bradley University, earning a BS in Business Administration. Professionally, he is a member of the Association of Professional Investment Consultants (APIC), where he is currently a member of the Endowment and Foundation Committee. He has also worked on the Evaluation Committee, as well as the Governance Committee. Patrick successfully completed the Certified Investment Management Analysts (CIMA) program at the University of California Berkeley Haas School of Business.
Patrick’s professional career began when working at the Chicago Board of Trade in the financial futures market, in the 30-year bond pit. Since joining Morgan Stanley in 1997, he has served a variety of positions; from Investment Management Specialist, focusing on manager search and selection for his team, to Senior Institutional Consulting Director, where he leads the team on investment selection, implementation of strategies, and incorporating cash, stocks, bonds and Alternative Investment strategies into client portfolios.
Patrick graduated from Bradley University, earning a BS in Business Administration. Professionally, he is a member of the Association of Professional Investment Consultants (APIC), where he is currently a member of the Endowment and Foundation Committee. He has also worked on the Evaluation Committee, as well as the Governance Committee. Patrick successfully completed the Certified Investment Management Analysts (CIMA) program at the University of California Berkeley Haas School of Business.
Patrick’s professional career began when working at the Chicago Board of Trade in the financial futures market, in the 30-year bond pit. Since joining Morgan Stanley in 1997, he has served a variety of positions; from Investment Management Specialist, focusing on manager search and selection for his team, to Senior Institutional Consulting Director, where he leads the team on investment selection, implementation of strategies, and incorporating cash, stocks, bonds and Alternative Investment strategies into client portfolios.
Securities Agent: CT, AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY, LA; General Securities Representative; Investment Advisor Representative; Managed Futures
About Brett Wallace
Brett Wallace is a Senior Vice President and Financial Advisor at Morgan Stanley. Prior to joining Morgan Stanley in 2010 he played professional baseball in the Northern League. As a catcher and leader on the field, he developed skills such as strategic thinking, leadership and teamwork, which are all critical in the wealth management process. In his current role, Brett works with clients on a variety of planning areas such as investment, retirement, tax, insurance, estate and trust planning strategies. Other areas of focus are consulting with businesses on corporate retirement plans and business succession. Brett earned a Bachelor’s Degree from West Chester University of Pennsylvania and holds the Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®) and Qualified Plan Financial Consultant (QPFC) designations. As a CFP® and CPWA®, Brett has a thorough understanding of complex planning techniques that address the needs of High Net Worth and Ultra-High Net Worth investors. First class service is the backbone of his practice as he always seeks to deliver advice in the best interest of his clients.
Securities Agent: HI, ND, WV, MI, SD, TN, RI, MT, WA, WY, MN, LA, ME, NC, MS, NH, NY, VT, NM, PA, OK, PR, WI, SC, CO, TX, VA, UT, OH, MA, CT, ID, OR, IL, IN, NV, KY, NJ, NE, GA, FL, MO, MD, KS, IA, DE, DC, CA, AZ, AL, AR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261802
NMLS#: 1261802
About Roderick Poore
Roderick Poore is a Senior Vice-President and Financial Advisor with over 24 years of financial service and capital markets experience. Prior to joining Morgan Stanley in late 2002, he spent the early years of his career at Merrill Lynch. And before his financial services career, he spent 15 years involved in the ministry and social work. He has a B.S. (cum laude) from the Pennsylvania State University, and a MDiv (with distinction) from Westminster Theological Seminary.
The son of a successful attorney, Roderick learned early on the importance of understanding the needs of a client, and giving sound advice toward the achievement of a particular goal. As an athlete, Roderick learned the valuable lessons of a strong work ethic, as well as teamwork. In the ministry, these skill sets were further developed, and augmented with the theme of compassion, in dealing with a clientele that crossed both economic and social lines of division.
Roderick's practice focusses on a wide variety of financial and investment services, including retirement planning, 401k rollovers, college planning, estate planning, tax efficient investment strategies, and investment portfolio management. He holds Series 7, 9, 10, and 66, insurance, and mortgage licenses.
Roderick lives in Devon, PA with his wife and two children. They enjoy traveling, food, and sports. In addition, he has been involved with many charities over the years, including Habitat for Humanity and Big Brothers/Big Sisters.
The son of a successful attorney, Roderick learned early on the importance of understanding the needs of a client, and giving sound advice toward the achievement of a particular goal. As an athlete, Roderick learned the valuable lessons of a strong work ethic, as well as teamwork. In the ministry, these skill sets were further developed, and augmented with the theme of compassion, in dealing with a clientele that crossed both economic and social lines of division.
Roderick's practice focusses on a wide variety of financial and investment services, including retirement planning, 401k rollovers, college planning, estate planning, tax efficient investment strategies, and investment portfolio management. He holds Series 7, 9, 10, and 66, insurance, and mortgage licenses.
Roderick lives in Devon, PA with his wife and two children. They enjoy traveling, food, and sports. In addition, he has been involved with many charities over the years, including Habitat for Humanity and Big Brothers/Big Sisters.
Securities Agent: NH, MT, MO, MN, MS, MI, ME, MD, MA, LA, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AL, WI, VT, KY, NE, NC, WY, WA, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268224
NMLS#: 1268224
About Michael Rifkin
Mike Rifkin is a Senior Vice President, Portfolio Manager and Financial Advisor at Morgan Stanley Wealth Management. He has over 30 years of investment industry experience, starting at Shearson American Express, which later transformed into Smith Barney
and Morgan Stanley.
As the youngest of four siblings, Mike adopted two guiding principles early in life that have served him well both personally and professionally. First, he realized that the foundation of success is based on making sound decisions; and second, it all starts with empathy.
Fortunately, he has been able to apply these principles in various ways over the years. He graduated from the University of Bridgeport with a degree in Management, and then went on to earn his Certified Financial Planner (CFP®) designation in 1988, helping him to create financial plans that are tailored to each client’s specific needs and long-term goals.
While he has served in several managerial positions, his true passion is working directly with clients. As both a Certified Financial Planner (CFP®) and a Chartered Retirement Planning CounselorSM (CRPC®), he is ideally suited to do so.
Mike is also an active member in the community, has served on the board of the National Adoption Center as President, and resides in Chester County with his wife Madeline. Outside of work he enjoys spending time with family, which includes his three adult children Kristen, Matthew, and Jillian, and with his first grandchild Ryan Patrick.
and Morgan Stanley.
As the youngest of four siblings, Mike adopted two guiding principles early in life that have served him well both personally and professionally. First, he realized that the foundation of success is based on making sound decisions; and second, it all starts with empathy.
Fortunately, he has been able to apply these principles in various ways over the years. He graduated from the University of Bridgeport with a degree in Management, and then went on to earn his Certified Financial Planner (CFP®) designation in 1988, helping him to create financial plans that are tailored to each client’s specific needs and long-term goals.
While he has served in several managerial positions, his true passion is working directly with clients. As both a Certified Financial Planner (CFP®) and a Chartered Retirement Planning CounselorSM (CRPC®), he is ideally suited to do so.
Mike is also an active member in the community, has served on the board of the National Adoption Center as President, and resides in Chester County with his wife Madeline. Outside of work he enjoys spending time with family, which includes his three adult children Kristen, Matthew, and Jillian, and with his first grandchild Ryan Patrick.
Securities Agent: WI, VT, NE, MS, KY, WY, WV, VA, NM, NY, OR, PA, NV, WA, FL, SC, SD, RI, TX, UT, OK, OH, ME, TN, MI, MT, PR, MN, NH, NC, MA, IA, GA, NJ, AZ, MO, CA, DC, MD, CO, LA, KS, IN, IL, ID, DE, CT, AL; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1268411
NMLS#: 1268411
About Anthony Ault
Anthony Ault is an institutional consultant and portfolio manager with Graystone Consulting – the institutional arm of Morgan Stanley. He has been in the financial services industry for 12 years which includes 10 years at Graystone Consulting. He attended Bradley University and graduated with a Bachelor of Science in Finance and a Master of Science in Quantitative Finance. Anthony has earned the Chartered Financial Analyst (CFA®) and the Qualified Plan Financial Consultant (QPFC®) designations.
Anthony previously worked for a single-family office in East Central Illinois where he was responsible for monthly investment proposals and performance and tax reporting for a high-net-worth family. He also developed option trading strategies as an intern with Morgan Stanley Smith Barney.
Anthony lives in Dunlap, IL and enjoys his time golfing, staying up to date on the financial markets, and watching college football and basketball (especially Bradley and Northwestern). He has previously taught retirement planning and investment classes at Bradley University’s Osher Lifelong Learning Institute (OLLI), along with six semesters as an Adjunct Professor of Finance at Bradley University. Anthony is currently on the boards of the Greater Peoria YMCA and Arrowhead Country Club.
Anthony previously worked for a single-family office in East Central Illinois where he was responsible for monthly investment proposals and performance and tax reporting for a high-net-worth family. He also developed option trading strategies as an intern with Morgan Stanley Smith Barney.
Anthony lives in Dunlap, IL and enjoys his time golfing, staying up to date on the financial markets, and watching college football and basketball (especially Bradley and Northwestern). He has previously taught retirement planning and investment classes at Bradley University’s Osher Lifelong Learning Institute (OLLI), along with six semesters as an Adjunct Professor of Finance at Bradley University. Anthony is currently on the boards of the Greater Peoria YMCA and Arrowhead Country Club.
Securities Agent: MD, NE, NV, SC, UT, WI, OR, IN, GA, WY, WA, VT, VA, TX, TN, SD, RI, PR, PA, OK, OH, NY, NM, NJ, NH, NC, MT, MS, MO, MN, MI, ME, MA, KY, KS, IL, ID, IA, FL, DE, DC, CO, CA, AZ, AL, CT, LA; General Securities Representative; Investment Advisor Representative; Managed Futures
About David Bentley
Dave has been a Financial Advisor working with retail and institutional clients for over 40 years. His primary focus with every client is to help them achieve their long term range goals based on financial planning. He works with clients to help them match what they have with what they are trying to do. With extensive knowledge and experience in fixed income trading and institutional banking Dave helps bridge the gap between Wealth Preservation, Lending, Insurance, and Estate Planning.
Dave has an MBA from University of Miami, and lives in Chester County. He’s built a life based on helping others, and Is active promoting fishing at the Jersey Shore.
Dave has an MBA from University of Miami, and lives in Chester County. He’s built a life based on helping others, and Is active promoting fishing at the Jersey Shore.
Securities Agent: WY, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, NJ, CA, AZ, AL, SD, MS, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1828933
NMLS#: 1828933
About Matt Rifkin
Matt Rifkin is a Financial Advisor with over a decade of financial services and capital markets experience. Prior to joining Morgan Stanley, Matt served as a Regional Vice President for Global Atlantic Financial Group for 8 years. In his previous role, he worked with Financial Advisors throughout the state to help prepare for and maximize clients’ retirement years. He is excited to provide a more holistic approach to clients’ wealth management and be part of a team, while being closer to family.
Growing up in the Philadelphia area as the son of a Financial Advisor, Matt learned early the value of helping clients achieve their financial goals through a hardworking, common-sense approach to successful investing. Matt focuses on working with individuals and families, bringing his experience and uniquely qualified perspective on accumulating and distributing wealth that he acquired while working in the annuity industry.
Outside of work, Matt enjoys spending time with his family and golfing. He lives in Wayne, PA with his wife Casey (who he met while earning his bachelor’s degree at Loyola University Maryland), their son Ryan, and daughter Peyton.
Growing up in the Philadelphia area as the son of a Financial Advisor, Matt learned early the value of helping clients achieve their financial goals through a hardworking, common-sense approach to successful investing. Matt focuses on working with individuals and families, bringing his experience and uniquely qualified perspective on accumulating and distributing wealth that he acquired while working in the annuity industry.
Outside of work, Matt enjoys spending time with his family and golfing. He lives in Wayne, PA with his wife Casey (who he met while earning his bachelor’s degree at Loyola University Maryland), their son Ryan, and daughter Peyton.
Securities Agent: VI, CA, WI, WA, TN, SC, RI, OK, VA, TX, PA, NV, MO, MD, DC, AZ, AL, UT, NY, NC, NH, AK, WY, MS, LA, KS, DE, OR, NJ, NE, CT, WV, PR, MN, ME, IN, GA, VT, MT, KY, IL, ID, FL, NM, MI, HI, AR, SD, OH, ND, MA, IA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 2637408
NMLS#: 2637408
About Lauren Seler
Lauren joined Morgan Stanley in 2019. She has over a decade of industry experience, joining Morgan Stanley from Scottish asset management firm Aberdeen Standard Investments in Boston, MA. She finds this line of work fulfilling and enjoys a profession that is a balance of both analytical and relational skills. She is involved in asset allocation, risk modeling, and financial planning.
Lauren graduated Cum Laude from Evangel University with a B.B.A in Business and a minor in Spanish. She holds the FINRA Series 7 and 66 licenses.
She is actively involved in her local community, as well as her local church. Lauren and her husband live with their two daughters and wheaten terrier in Malden, MA. In her free time, she enjoys hiking, playing piano, and drinking a good cup of coffee.
Lauren graduated Cum Laude from Evangel University with a B.B.A in Business and a minor in Spanish. She holds the FINRA Series 7 and 66 licenses.
She is actively involved in her local community, as well as her local church. Lauren and her husband live with their two daughters and wheaten terrier in Malden, MA. In her free time, she enjoys hiking, playing piano, and drinking a good cup of coffee.
About Kristine Kelch
Kristi Kelch joined the firm in 2015 as a Client Service Associate. Before coming to Morgan Stanley, Kristi worked at CIBC Benefits Consulting in Kankakee, IL. She held the role of a Benefit Analyst, gaining background knowledge in Health and Life Insurance. Kristi is the go-to for assisting clients in account opening, online capabilities, and other various day to day needs. She really enjoys being able to help people and having the opportunity to form relationships with them.
Kristi currently resides in Metamora, IL with her fiancé, Blake, and their two fur babies, Bailey and Rip. She is a 2013 graduate of Illinois State University, obtaining her bachelor’s degree in Journalism, with a minor in Family and Consumer Sciences. In her free time, Kristi enjoys writing, reading, fishing, and spending time with her family and friends.
Kristi currently resides in Metamora, IL with her fiancé, Blake, and their two fur babies, Bailey and Rip. She is a 2013 graduate of Illinois State University, obtaining her bachelor’s degree in Journalism, with a minor in Family and Consumer Sciences. In her free time, Kristi enjoys writing, reading, fishing, and spending time with her family and friends.
About Paul Murphy
Paul is a Financial Planning Analyst for the Banner Group at Morgan Stanley. He has over 10 years of financial industry experience. He assisted client’s in developing comprehensive financial plans tailored specifically to their individual needs to give them the best chance to meet their financial goals.
Prior to joining the Banner Group he served as the Financial Planning Director for the Greater Philadelphia Market, he assisted Morgan Stanley's advisors and their clients, using our modern planning tools to help create embracive financial plans to clarify their long-term objectives and take the steps to achieve their goals.
Before joining Morgan Stanley in 2022, Paul worked as a Senior Financial Advisor with Vanguard. Providing portfolio management as well as financial planning services for over 200 high-net worth clients.
Paul has earned his B.S from Nova Southeastern University majoring in Finance. He obtained his CFP® designation in 2017. He holds his FINRA Series 6,7,63,65.
In his free time, he enjoys golfing, travel and spending time with his family.
Prior to joining the Banner Group he served as the Financial Planning Director for the Greater Philadelphia Market, he assisted Morgan Stanley's advisors and their clients, using our modern planning tools to help create embracive financial plans to clarify their long-term objectives and take the steps to achieve their goals.
Before joining Morgan Stanley in 2022, Paul worked as a Senior Financial Advisor with Vanguard. Providing portfolio management as well as financial planning services for over 200 high-net worth clients.
Paul has earned his B.S from Nova Southeastern University majoring in Finance. He obtained his CFP® designation in 2017. He holds his FINRA Series 6,7,63,65.
In his free time, he enjoys golfing, travel and spending time with his family.
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The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Fabienne Sarnecki
Private Banker
About Fabienne Sarnecki
Fabienne Sarnecki is a Private Banker serving Morgan Stanley Wealth Management offices in Pennsylvania.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Fabienne began her career in financial services in 2009, and joined Morgan Stanley in 2016 as a Regional Analyst. Prior to joining the firm, she was an Internal Wholesaler at Lincoln Financial Group as well as an Account Manager & Marketing Coordinator at Navidor Merchant Services.
Fabienne is a graduate of New York University where she received a Bachelor of Arts in Economics. She lives in Wayne, Pennsylvania with her family. Outside of the office, Fabienne enjoys running, hiking, exploring new types of cuisines and traveling with her family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Fabienne began her career in financial services in 2009, and joined Morgan Stanley in 2016 as a Regional Analyst. Prior to joining the firm, she was an Internal Wholesaler at Lincoln Financial Group as well as an Account Manager & Marketing Coordinator at Navidor Merchant Services.
Fabienne is a graduate of New York University where she received a Bachelor of Arts in Economics. She lives in Wayne, Pennsylvania with her family. Outside of the office, Fabienne enjoys running, hiking, exploring new types of cuisines and traveling with her family.
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Wealth Management
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Portfolio Insights
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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
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.
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact The Banner 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
4Morgan 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.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
7Morgan 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.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
4Morgan 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.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
7Morgan 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.
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)
