The Beacon Group at Morgan Stanley

Noel has 25 years of experience in the financial services industry as a Financial Advisor with The Beacon Group, which has been with Morgan Stanley since 2001. As a personal mission, Noel desires that every retirement plan participant receive the tools and guidance to help plan for a comfortable retirement with dignity. Therefore, Noel is dedicated to unbiased consulting for tailored retirement plan solutions. His focus is all the activities that go into quality retirement plans: design, implementation, funding, investment policy statement, employee retirement success, benchmarking, and fee reasonability.

For his work with Plan Sponsors, Noel has earned Morgan Stanley’s Corporate Retirement Director status. This elite status and ability to represent Morgan Stanley’s role as an ERISA Fiduciary to defined-contribution retirement plans is only earned by 200 of Morgan Stanley’s 14,700 advisors. Noel has earned designations of Chartered Retirement Plans Specialist (CRPS^®), Certified Plan Fiduciary Advisor, Plan Sponsor Retirement Professional™ (PRP™), and Accredited Investment Fiduciary (AIF). Noel has also received industry recognition, including 401kWire’s Top 300 Most Influential Advisors in Defined Contribution Plans, Plan Advisers Top 100 Retirement Plan Teams and is a Five Star Wealth Manager for Business Planning by Philadelphia Magazine.

Noel makes his home in Ambler with his son, Ivan. His daughter, Hannah, attends the University of Michigan in pursuit of a degree in environmental engineering. When not in the office, Noel is highly active within his church, donating his time as a Church Elder and chairperson of various committees. Noel supports multiple charities, including financial education/budgeting, mission trips, sponsored children and support for military veterans. In other spare moments, he can be found spending time with his family doing puzzles, engaged in Bible study, and reading mystery thrillers.

2010, 2011, 2012, 2013, 2014, 2018, 2019, 2020 PLANSPONSOR Top Retirement Advisors (formerly referred to as Top 100 Retirement Advisors)
Source: planadviser.com (Awarded May 2010, 2011, 2012, 2013, 2014, 2018, 2019, 2020) Data compiled by ISS Media based on responses to PLANADVISER survey as of Jan/Feb of the year the award was given.

2013-2018, 2020 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2018, 2020) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 03/5/2013 - 09/9/2013
2014 Award - 03/5/2013 - 09/9/2013
2015 Award - 03/5/2015 - 09/9/2015
2016 Award - 03/5/2016 - 10/7/2016
2017 Award - 01/20/2017 - 09/8/2017
2018 Award - 02/20/2018 - 09/19/2018
2019 Award - 02/11/2019 - 09/20/2019
2020 Award - 02/10/2020 - 09/11/2020

Scott has more than 25 years of experience in the financial services industry as a Financial Advisor with the Beacon Group, which has been with Morgan Stanley since 2001. Scott works with clients to help build a foundation of trust based on integrity and a commitment to service that, along with the vast resources available at Morgan Stanley, will help serve the needs of present and future generations.

His areas of focus are long-term financial planning and investment selection for individuals and corporate retirement plans. Scott has earned the designation of Certified Financial Planner™ (CFP^®) to help clients ensure their long-term financial well-being. Scott has also earned the Qualified Plan Financial Consultant (QPFC) credential, the Chartered Retirement Plans Specialist (CRPS^®) designation from the College for Financial Planning and has completed the Defined Contribution course of the Certified Employee Benefits Specialist (CEBS) program. A summa cum laude graduate of The Pennsylvania State University and a member of Penn State’s highly selective Schreyer Honors College, Scott earned his B.A. in Political Science with a minor in Business. He also holds a master's degree in International Affairs from George Washington University.

Scott was raised in Bucks County and has made the Jenkintown area his home, along with his wife, Rishona, their two daughters, and three cats. He actively supports a variety of charitable causes such as those funding health care research, food banks, Jewish causes, and environmental groups, by donating money and time. A music and sports fan, Scott closely follows Philly’s sports teams and is an avid skier. Alas, he has had to hang up the skates after 15 years in an ice hockey league.

Jack has over 40 years of experience in the retirement plan consulting and financial services industry. He joined Morgan Stanley as a Financial Advisor in 2014 and has been a member of The Beacon Group since 2016. Jack primarily focuses his time working with individuals and families to develop, plan, and achieve their financial goals. In his role as a Financial Advisor, Jack is able to provide personalized professional investment advice and ensure that his clients financial plans stay on track. Having knowledge and understanding of a client's financial situation, helping them make informed decisions, and catering to their needs and goals, both short-term and long-term, are all important aspects for Jack as a financial advisor.

Jack began his career at a time when traditional defined benefit pension plans were the prominent type of employer-sponsored retirement program. During the early years of his career, he worked for employee benefit consulting firms as an actuarial analyst, retirement plan consultant, and Enrolled Actuary. During the 1980’s he had the good fortune of working for a small benefit consulting firm in suburban Philadelphia under the tutelage of Ted Benna, who is widely regarded as the father of the 401(k) plan. The birth of the 401(k) plan was a significant factor in the evolution of our national retirement system from one dominated by pension plans to one where 401(k) plans and similar defined contribution plans have become the primary retirement program. Jack’s career path has followed this evolution and for the last two decades he has held positions as a consultant and financial advisor to defined contribution plan sponsors. His expertise includes plan design, ERISA compliance, investment advisory and fiduciary services, participant education, plan cost analysis, and service provider selection.

Jack is a graduate of Gettysburg College with a B.A. in Mathematics and Economics. He holds FINRA Series 7 and 66 licenses. He and his wife reside in Bucks County, PA and he has four grown children who together comprise his greatest blessing. Past and present passions include running, lacrosse, coaching, fishing, and enjoying nature with family and friends.

Andy has been with the Beacon Group at Morgan Stanley for over 15 years. As a Portfolio Associate, Andy can assist clients in all matters. Andy was raised in Abington and graduated from Cheltenham High School. He then went to Boston University where he earned a BA in Economics. In college, Andy participated in intramural sports and was the Vice President of The Undergraduate Economics Association.

Andy resides in Willow Grove with his wife. As “empty nesters” they are enjoying this time together before the future joy of having grandchildren. In his free time Andy enjoys family activities, day trips and community activities. As an avid reader, Andy is interested in history, science, archaeology, nature, photography and is an avid sports fan. As the disease of addiction, alcoholism, and mental illness have affected his family, Andy is highly active in causes which combat the above and pursues spiritual growth daily.

Victoria is a recent graduate of West Chester University. She graduated Summa Cum Laude with a double major in Economics and Finance. She is seasoned in personalized customer service and strategic organization. Being new to the finance industry, she was drawn to the Beacon Group’s retirement expertise. Being a first-generation student has given her a passion for financial education and security for all. She is elated to be a part of team who is so accomplished and adept in both retirement planning and wealth management. When she’s not learning all that she can from her team, Victoria spends her free time hiking, painting, and attending sporting events and concerts.