Gregory M Bell
Managing Director, Wealth Management, Financial Advisor, Senior Institutional Consultant, Alternative Investments Director
Phone:
(410) 602-6400(410) 602-6400
The Sentinel Harbor Wealth Management Group at Morgan Stanley
Our Mission Statement
Excellence in providing a complete range of objective investment advice to institutions and private families.
The Sentinel Harbor Group at Morgan Stanley
Backed by the vast resources of a global leader, Morgan Stanley, our commitment to clients is based upon three core principles:
Experience, Collaboration, & Excellence
- Our 14-person team has a diversity of knowledge that makes us capable to address the traditional to the complex.
- We bring the strength of our entire team to you, making custom and collaborative recommendations-"putting together all of the pieces of the financial puzzle."
- Our passion for serving clients is demonstrated in all aspects of our relationships. Earning your trust & satisfaction is how we judge ourselves.
- We access the global resources of Morgan Stanley, which enables us to prudently guide our clients toward their objectives and through life's milestones.
- We use robust discovery and planning tools to paint a clear picture of opportunities ahead and strategically design a portfolio to improve your chances of success.
- We coordinate and collaborate with professionals who provide services to you, staying engaged and responsive as your needs evolve.
- We are positioned to be your first call-effectively addressing common and complex issues, beyond the scope of traditional investment relationships.
- We strive to address our clients priorities and create a legacy for generations.
- We focus on the complex demands of institutions and the unique needs of wealthy families-capable of serving in the "CFO" capacity.
Services Include
- Wealth ManagementFootnote1
- Alternative InvestmentsFootnote2
- Corporate Pension FundsFootnote3
- Corporate Retirement PlansFootnote4
- Defined Contribution PlansFootnote5
- Endowments and FoundationsFootnote6
- Executive Financial ServicesFootnote7
- Institutional ServicesFootnote8
- Qualified Retirement PlansFootnote9
- Taft-Hartley Plans
- Financial PlanningFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working with You
At The Sentinel Harbor Group at Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client's situation, goals, objectives and risk tolerance. We follow a disciplined process that allows us to work with you to craft a solution that helps to meet your individual financial needs.
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
Step 3: Financial Plan Presentation
Financial plan presentations map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a holistic asset allocation analysis for your accounts helping ensure a comprehensive financial plan.
Step 4: Action Items / Next Steps
After the financial plan presentation, we will follow up with you regarding our analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits and insurance coverage.
Step 5: Implementation Meeting
The implementation meeting focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving/benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, we will be constantly monitoring your assets and analyzing your performance tracking data seeking to ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always addressed.
Working With You
The Sentinel Harbor Group at Morgan Stanley offers an extensive suite of Financial Management and Holistic Investment Planning Solutions to Institutions , Families, Business Owners, Executives and more. We are your dedicated team of Financial Advisory Professionals who strive to help our clients make their goals a reality and simplify the complexities of your financial life by offering a comprehensive suite of services to meet your needs.
Wealth Management
At Morgan Stanley Wealth Management, we utilize exclusive access to vast resources, combined with our unique capabilities, gives us the means to support your goals at every life stage. We provide a range of solutions to meet you where you are—no matter your starting point or preferred investing approach. We understand that as family or institutional wealth increases, the implementation of investment strategies becomes increasingly complex and portfolios require close monitoring to remain within intended parameters.
Learn More About Our Wealth Management Service
Financial Planning
Your goals, assets, liabilities, and other important information are gathered and analyzed. We then use our perspective and experience to leverage the global resources of the firm to help you develop a personalized investment strategy. We’ll develop a customized portfolio to meet your requirements for growth, income and wealth conservation within your risk constraints. Our experience, training and investment philosophy offer guidance—both in ongoing portfolio management decisions and understanding investment risk while keeping your long-term goals in view.
Financial Planning Brochure: Plan For Your Future
Risk Analysis
We take a holistic approach to managing your finances by identifying risk outliers and understanding the impact of market scenarios. We leverage Morgan Stanley’s Portfolio Risk Platform and the risk analytics integrated into their proprietary platform applications to leverage risk insights across thousands of risk factors. We are able to instantly analyze an entire portfolio, including assets held elsewhere, which helps identify and mitigate your risk.
The Portfolio Risk Platform
Corporate Retirement Plans
Our team works closely with plan sponsors and clients to cultivate strong relationships and create innovative retirement plan solutions. Backed by the power of Morgan Stanley, we can help you gain confidence and efficiency in your plan management with a strong team, comprehensive services, and fiduciary support. Our goal is to design and help you administer a retirement plan that helps:
Institutional Services
For institutions and Trustees, we provide full scope consulting service including investment policy statements, manager selection, asset allocation studies, asset custody, and customized reporting.
Retirement Planning
Retirement is an exciting part of your life. This article explains why having a strategy for retirement is essential. Our team will help you be financially equipped for retirement and guide you throughout this stage of life.
Is Your Portfolio Ready for Retirement?
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
Investment Advisory
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platforms.
Insured Solutions
As a leader in the distribution of insurance and annuities, our offerings include disability, long-term care and property & casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Insured Solutions
Separately Managed Accounts
A selection of about 600 professionally managed portfolios to align with your goals and risk tolerance, with access to institutional pricing and zero-fee index SMAs.
Socially Responsible Investing
Our Investing with Impact platform has designed a proprietary process to identify your impact priorities and match them with one of our 360+ investment strategies or customizable portfolio solutions across asset classes, to tailor your portfolio and monitor both financial and impact results over time.
Morgan Stanley Investing with Impact
Capital Markets
An integrated organization across fixed income, equities, and structured investments leveraging the thought leadership of Morgan Stanley Research and dedicated product specialists to identify key investment opportunities to help enhance the growth potential of diversified portfolios.
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Learn More
Structured Investments
Customized investment strategies —such as yield enhancement strategies and risk mitigation strategies —that serve as powerful allocation tools in modern portfolios.
Designations and Awards
The Sentinel Harbor Wealth Management Group at Morgan Stanley is dedicated to delivering a Category of One experience for our clients. We are committed to further our experience through attaining designations to help better serve our clients and we are honored to have been recognized for our service through receiving industry awards. We pride ourselves on these achievements as we are able to use our experience and knowledge to help our clients take charge of their financial future and help achieve their goals.
2018 - 2025 Forbes Best in-State Wealth Advisor
Gregory M Bell, Managing Director, Wealth Management, Financial Advisor, Senior Institutional Consultant, and Alternative Investments Director with The Sentinel Harbor Group at Morgan Stanley has been named to Forbes Best-In-State Wealth Advisors.
Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.
Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Read More HereForbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.
Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2024-2025 Forbes Top Women Wealth Advisors Best-In- State
The Sentinel Harbor Group at Morgan Stanley is honored to announce that our partner, Anne Fink, CFP®, Senior Vice President, Financial Advisor and Financial Planning Specialist has been recognized on the 2024 Forbes Top Women Wealth Advisors Best-In- State ranking.
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. Source: Forbes.com (Awarded Jan 2024-2025) Data compiled by SHOOK Research LLC based on time period from 9/30/23 - 9/30/24.
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. Source: Forbes.com (Awarded Jan 2024-2025) Data compiled by SHOOK Research LLC based on time period from 9/30/23 - 9/30/24.
2014, 2015, 2017, 2018, 2019, 2023, 2024 Five Star Wealth Manager Award
Anne H Fink, CFP®, Senior Vice President, Financial Advisor, and Financial Planning Specialist has received the 2014, 2015, 2017, 2018, 2019, 2023, and 2024 Five Star Wealth Manager Award.
Source: fivestarprofessional.com (Awarded 2014, 2015, 2017, 2018, 2019, 2023, 2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2014 Award - 6/16/2013 - 11/9/2013
2015 Award - 6/16/2014 - 11/9/2014
2017 Award - 3/26/2016 - 11/11/2016
2018 Award - 4/21/2017 - 11/6/2017
2019 Award - 4/19/2018 - 11/7/2018
2023 Award - 4/18/2022 - 10/21/2022
2024 Award - 4/10/2023 - 10/31/2023
Source: fivestarprofessional.com (Awarded 2014, 2015, 2017, 2018, 2019, 2023, 2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2014 Award - 6/16/2013 - 11/9/2013
2015 Award - 6/16/2014 - 11/9/2014
2017 Award - 3/26/2016 - 11/11/2016
2018 Award - 4/21/2017 - 11/6/2017
2019 Award - 4/19/2018 - 11/7/2018
2023 Award - 4/18/2022 - 10/21/2022
2024 Award - 4/10/2023 - 10/31/2023
2023 Forbes America’s Top Next-Gen Wealth Advisors Best-in-State
Keith Parker, CFA, First Vice President, Financial Advisor, Alternative Investments Director, Insurance Planning Director, and Corporate Retirement Director with The Sentinel Harbor Group at Morgan Stanley has been named to 2023 Forbes Magazine’s list of Top Next-Gen Advisors Best-in-State.
The Forbes listing is a select group of individuals who were born in 1981 or later, have a minimum of four years of industry experience and lead, or are viewed as potential leaders of, their teams. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.
Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
Read More HereThe Forbes listing is a select group of individuals who were born in 1981 or later, have a minimum of four years of industry experience and lead, or are viewed as potential leaders of, their teams. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.
Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
Chartered Financial Analyst® - CFA®
CFA® Charterholders are individuals who have earned the right to use the CFA® designation granted by CFA Institute. These Charterholders have satisfied certain requirements, including completion of the CFA Program and required years of acceptable work experience.
Keith Parker holds this designation.
Keith Parker holds this designation.
Certified Financial Planners™ - CFP®
CFP® professionals have met extensive training and experience requirements, and commit to CFP® Board's ethical standards that require them to put their clients' interests first.
Anne H Fink, Joseph Fink, and Jon Waligora hold this designation.
Anne H Fink, Joseph Fink, and Jon Waligora hold this designation.
Alternative Investments Director
Alternative Investments Director Designation is achieved by professionals that have the expertise and experience to present Alternative Investments to qualified investors.
Morgan Stanley Investment Management is a leading provider of alternative investment strategies with expertise that spans across private equity, private credit, hedge funds, real estate, infrastructure and managed futures markets. We are dedicated to serving the unique needs of financial advisors and their clients by delivering exceptional portfolios and custom alternative investment programs.
Gregory M Bell and Keith Parker hold this designation.
Morgan Stanley Investment Management is a leading provider of alternative investment strategies with expertise that spans across private equity, private credit, hedge funds, real estate, infrastructure and managed futures markets. We are dedicated to serving the unique needs of financial advisors and their clients by delivering exceptional portfolios and custom alternative investment programs.
Gregory M Bell and Keith Parker hold this designation.
Corporate Retirement Director
Of Morgan Stanley’s more than 16,000 Financial Advisors, Keith Parker is among the 2% that have qualified for the prestigious designation of Corporate Retirement Director. The CRD designation recognizes Financial Advisors who have dedicated their practice to helping corporate clients manage all aspects of their retirement plans.
Keith Parker hold this designation.
Keith Parker hold this designation.
NAPA Certified Plan Fiduciary Advisor - CPFA®
The Certified Plan Fiduciary Advisor - CPFA® credential was developed by some of the nation's leading advisors and retirement plan experts, and demonstrates knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn this credential demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Keith Parker holds this designation.
Keith Parker holds this designation.
Insurance Planning Director
Recipients of Morgan Stanley's Insurance Planning Director (IPD) designation have demonstrated a commitment to, and understanding of, holistic goals-based wealth management planning through the incorporation of insurance solutions into their practice as a foundational component of risk management.
A sound wealth plan involves more than just seeking returns. It also involves helping to mitigate and manage risks, helping clients when the unexpected occurs. Insurance and annuities can help clients plan for and guard against life’s hidden curves—helping protect their assets and their family’s well-being. Financial Advisors and Private Wealth Advisors who have achieved the Insurance Planning Director designation can incorporate liability management into clients' comprehensive wealth plans.
Keith Parker holds this designation.
A sound wealth plan involves more than just seeking returns. It also involves helping to mitigate and manage risks, helping clients when the unexpected occurs. Insurance and annuities can help clients plan for and guard against life’s hidden curves—helping protect their assets and their family’s well-being. Financial Advisors and Private Wealth Advisors who have achieved the Insurance Planning Director designation can incorporate liability management into clients' comprehensive wealth plans.
Keith Parker holds this designation.
Qualified Plan Financial Consultant - QPFC
Attaining the Qualified Plan Financial Consultant (QPFC) credential demonstrates knowledge and commitment to working with qualified retirement plans, and showcases proficiency of plan administration, compliance, investment, fiduciary, and ethics issues.
Joseph Fink holds this designation.
Joseph Fink holds this designation.
Senior Institutional Consultant
The Senior Institutional Consultant Designation allows professionals to lead Institutional clients on all aspects of the investment process, including investment policy, manager search and selection, portfolio design and construction, strategic and tactical portfolio tilts, capital markets review and outlook, and fiduciary issues.
Gregory M Bell holds this designation.
Gregory M Bell holds this designation.
Workplace Advisor for Equity Compensation
This Morgan Stanley designation allows us to best assist our clients to make the most of the compensation and benefits they receive through their employer. We believe it's important to have a specialist advise in this capacity as it may help individuals reach their financial goals. It’s important to consider and discuss the corporate employment benefits including direct compensation, equity compensation, employee benefits and job changes with your advisor.
Gregory M Bell, Anne H Fink, Keith Parker, and Jason A Parks hold this designation.
Gregory M Bell, Anne H Fink, Keith Parker, and Jason A Parks hold this designation.
Certification in Long-Term Care
A way to help protect families from the potential devastation of long-term care is offer advice that leads to creating and funding a plan that can help manage those consequences.
The CLTC® is the long-term care insurance industry's only independent professional designation. that provides a Financial Advisor with critical tools necessary to discuss and navigate the complexities and expenses of services for the aged including long term care, insurance, retirement and end of life planning.
Joseph Fink holds this designation.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Since long-term care insurance is medically underwritten, you should not cancel your current policy until your new policy is in force. A change to your current policy may incur charges, fees and costs. A new policy may require a medical exam. Actual premiums may vary from any initial quotation.
Guarantees and contractual obligations are backed by the claims-paying ability of the issuing insurance company.
The CLTC® is the long-term care insurance industry's only independent professional designation. that provides a Financial Advisor with critical tools necessary to discuss and navigate the complexities and expenses of services for the aged including long term care, insurance, retirement and end of life planning.
Joseph Fink holds this designation.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Since long-term care insurance is medically underwritten, you should not cancel your current policy until your new policy is in force. A change to your current policy may incur charges, fees and costs. A new policy may require a medical exam. Actual premiums may vary from any initial quotation.
Guarantees and contractual obligations are backed by the claims-paying ability of the issuing insurance company.
Awards
We have been recognized for our commitment:
• 2018 - 2024 Forbes Best in State Wealth Advisor
• 2024 Forbes Top Women Wealth Advisors Best-In- State
• 2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
• 2014, 2015, 2017, 2018, 2019, 2023, 2024 Five Star Wealth Manager Award
• Financial Times Top 401k Advisors (2015)
2023 - Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
2018,2019,2020, 2021, 2022, 2023, 2024 Forbes Best-In- State Wealth Advisors. Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
2014, 2015, 2017, 2018, 2019, 2023, 2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2014, 2015, 2017, 2018, 2019, 2023, 2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2014 Award - 6/16/2013 - 11/9/2013
2015 Award - 6/16/2014 - 11/9/2014
2017 Award - 3/26/2016 - 11/11/2016
2018 Award - 4/21/2017 - 11/6/2017
2019 Award - 4/19/2018 - 11/7/2018
2023 Award - 4/18/2022 - 10/21/2022
2024 Award - 4/10/2023 - 10/31/2023
2015 - Financial Times 401 Top Retirement Advisors. Source: ft.com (Awarded May 2015) Data compiled by the Financial Times based on time period from 9/30/13 - 9/30/14.
2015 PLANSPONSOR Retirement Plan Adviser of the Year
Source: planadviser.com (Awarded May 2015) Data compiled by ISS Media based on time period from 1/1/14-12/31/14.
https://www.morganstanley.com/disclosures/awards-disclosure.html
• 2018 - 2024 Forbes Best in State Wealth Advisor
• 2024 Forbes Top Women Wealth Advisors Best-In- State
• 2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
• 2014, 2015, 2017, 2018, 2019, 2023, 2024 Five Star Wealth Manager Award
• Financial Times Top 401k Advisors (2015)
2023 - Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
2018,2019,2020, 2021, 2022, 2023, 2024 Forbes Best-In- State Wealth Advisors. Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
2014, 2015, 2017, 2018, 2019, 2023, 2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2014, 2015, 2017, 2018, 2019, 2023, 2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2014 Award - 6/16/2013 - 11/9/2013
2015 Award - 6/16/2014 - 11/9/2014
2017 Award - 3/26/2016 - 11/11/2016
2018 Award - 4/21/2017 - 11/6/2017
2019 Award - 4/19/2018 - 11/7/2018
2023 Award - 4/18/2022 - 10/21/2022
2024 Award - 4/10/2023 - 10/31/2023
2015 - Financial Times 401 Top Retirement Advisors. Source: ft.com (Awarded May 2015) Data compiled by the Financial Times based on time period from 9/30/13 - 9/30/14.
2015 PLANSPONSOR Retirement Plan Adviser of the Year
Source: planadviser.com (Awarded May 2015) Data compiled by ISS Media based on time period from 1/1/14-12/31/14.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Valuable Tools and Resources:
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. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Financial Planning
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Global Investment Office
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Morgan Stanley Online
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GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
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Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
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On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
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eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
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Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
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Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access and convenient connectivity,
Learn More About Total Wealth ViewLocation
2330 W Joppa Road
Ste 255
Lutherville, MD 21093
US
Direct:
(410) 602-6400(410) 602-6400
Toll-Free:
(800) 368-2033(800) 368-2033
600 Main Street
Hilton Head Island, SC 29926
US
Meet The Sentinel Harbor Wealth Management Group
Keith Parker, CFA
First Vice President, Financial Advisor, Alternative Investments Director, Insurance Planning Director, Corporate Retirement Director
Phone:
(410) 602-6458(410) 602-6458
Scott R Manning
Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(410) 602-6414(410) 602-6414
Jason A Parks
Senior Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(410) 602-6416(410) 602-6416
Joseph Fink, CFP®, CLTC®, QPFC
Financial Advisor
Phone:
(410) 559-7260(410) 559-7260
Robert Bussells
Financial Advisor, Portfolio Manager
Joel A Margolis
First Vice President, Financial Advisor
Phone:
(410) 602-6407(410) 602-6407
Phone:
(410) 736-5428(410) 736-5428
Jon Waligora, CFP®
Assistant Vice President, Group Director
Phone:
(410) 602-6428(410) 602-6428
Jonathan Kalu
Consulting Group Analyst
Phone:
(410) 602-6406(410) 602-6406
Elisha Comfort
Wealth Management Associate
Phone:
(410) 559-7267(410) 559-7267
Kristopher Ewers
Client Service Associate
Phone:
(410) 602-6405(410) 602-6405
Khloe Adams
Client Service Associate
About Gregory M Bell
Gregory Bell is a Managing Director, Financial Advisor, Alternatives Investments Director and Senior Institutional Consultant with the Sentinel Harbor Group at Morgan Stanley. Gregg began his career at Morgan Stanley in 1996 and leads The Sentinel Harbor Group, a team of 13 experienced professionals focused on serving the unique needs of institutional clients and high net worth families. He started his career as a member of a group that included three of the largest institutional investment consultants in the country before starting his own team in 1999.
Gregg graduated with honors from Auburn University where he earned a Bachelor of Arts degree in Law and Business with a minor in Mass Communications. While at Morgan Stanley, he continued his studies at the Wharton School of Finance completing the Certified Investment Management Analyst and Executive Education program, as well as receiving his Senior Institutional Consultant designation at the Consulting Group University. Gregg believes that continuing education must be a cornerstone of a successful consulting practice, and he has built a team that shares this belief.
He is a member of the President's Club at Morgan Stanley and is an active member of the Investment Manager Consultant Association (IMCA) and the Association of Professional Investment Consultants (APIC). Gregg actively consults to Non Profits, Trade Associations, defined benefit pension plans, Taft Hartley pension plans, 401K Plans, private foundations and the high net worth marketplace, advising trustees for hospitals, universities, and corporate benefit plans. Gregg holds the CIMA designation, along with the Series 7, 31, 63, and 65 licenses.
gregory.m.bell@morganstanley.com
410-602-6400
Gregg graduated with honors from Auburn University where he earned a Bachelor of Arts degree in Law and Business with a minor in Mass Communications. While at Morgan Stanley, he continued his studies at the Wharton School of Finance completing the Certified Investment Management Analyst and Executive Education program, as well as receiving his Senior Institutional Consultant designation at the Consulting Group University. Gregg believes that continuing education must be a cornerstone of a successful consulting practice, and he has built a team that shares this belief.
He is a member of the President's Club at Morgan Stanley and is an active member of the Investment Manager Consultant Association (IMCA) and the Association of Professional Investment Consultants (APIC). Gregg actively consults to Non Profits, Trade Associations, defined benefit pension plans, Taft Hartley pension plans, 401K Plans, private foundations and the high net worth marketplace, advising trustees for hospitals, universities, and corporate benefit plans. Gregg holds the CIMA designation, along with the Series 7, 31, 63, and 65 licenses.
gregory.m.bell@morganstanley.com
410-602-6400
Securities Agent: DC, GA, OH, FL, AZ, UT, NH, NC, KS, VA, TN, SC, NV, NE, MO, IL, WA, OR, OK, ID, CA, WV, PA, MA, KY, AL, NJ, MT, MI, ME, CT, WI, TX, MD, CO, IN, VT, RI, NY, MN, LA, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279611
CA Insurance License #: 0D60927
NMLS#: 1279611
CA Insurance License #: 0D60927
About Keith Parker
Keith Parker, CFA, CPFA®, is a First Vice President, Financial Advisor, Alternative Investments Director, Corporate Retirement Director, and Insurance Planning Director with The Sentinel Harbor Group at Morgan Stanley.
Most recently, Keith was named on the 2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Ranking and a Team Member for the 2023 Forbes Best-In-State Wealth Management Teams Ranking. These appointments recognize Keith's excellence in providing a wide range of investment solutions and wealth-management services to his clients.
Keith began his career as a Certified Public Accountant covering a broad range of industries including asset management, retirement plans, real estate, non-profits, and healthcare. With six years of experience as a CPA®, he provides a combination of knowledge in accounting, transaction structuring, investment analysis, and portfolio construction. Keith does not currently give tax advice.
Keith shares the teams belief that continuing education must be a cornerstone of a successful consulting practice. He graduated from the University of Maryland, Robert H. Smith School of Business where he earned degrees in Accounting and Finance, and went on to complete his MBA at Loyola University Maryland. Keith is a Chartered Financial Analyst - CFA, is licensed as a CPA in Maryland, holds the NAPA Certified Plan Fiduciary Advisor- CPFA® credential, and holds the Series 7 and Series 66 Licenses.
Keith is a member of CFA® Institute, the Baltimore CFA® Society, the American Institute of Certified Public Accountants, and the Maryland Association of Certified Public Accountants.
2023 Forbes Best-In-State Wealth Management Teams. Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
Most recently, Keith was named on the 2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Ranking and a Team Member for the 2023 Forbes Best-In-State Wealth Management Teams Ranking. These appointments recognize Keith's excellence in providing a wide range of investment solutions and wealth-management services to his clients.
Keith began his career as a Certified Public Accountant covering a broad range of industries including asset management, retirement plans, real estate, non-profits, and healthcare. With six years of experience as a CPA®, he provides a combination of knowledge in accounting, transaction structuring, investment analysis, and portfolio construction. Keith does not currently give tax advice.
Keith shares the teams belief that continuing education must be a cornerstone of a successful consulting practice. He graduated from the University of Maryland, Robert H. Smith School of Business where he earned degrees in Accounting and Finance, and went on to complete his MBA at Loyola University Maryland. Keith is a Chartered Financial Analyst - CFA, is licensed as a CPA in Maryland, holds the NAPA Certified Plan Fiduciary Advisor- CPFA® credential, and holds the Series 7 and Series 66 Licenses.
Keith is a member of CFA® Institute, the Baltimore CFA® Society, the American Institute of Certified Public Accountants, and the Maryland Association of Certified Public Accountants.
2023 Forbes Best-In-State Wealth Management Teams. Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
Securities Agent: TN, MD, KY, GA, CT, CA, WV, OH, MI, IN, VT, PA, OK, NC, MT, MN, ME, DC, KS, ID, AZ, OR, LA, FL, WI, SC, RI, AL, WA, TX, UT, IL, NV, NH, CO, VA, NY, NE, MO, MA, DE, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1321594
CA Insurance License #: 4345727
NMLS#: 1321594
CA Insurance License #: 4345727
About Anne H Fink
Anne Fink, CFP®, Senior Vice President and Financial Advisor at Morgan Stanley, started her career with Bache, Halsey, Stuart, & Shields in 1982 and came to Legg Mason in 1986. Anne completed her Certified Financial Planner® designation in 1987 and has subsequently lectured to gatherings of public, private, and non-profit groups throughout Maryland. She is a past member of the Nuveen Advisory Council and Legg Mason's Presidential Council.
Anne has focused her talents on services including financial planning, retirement planning, wealth accumulation, and retirement distribution. She also brings insights into women's financial issues and divorce recovery.
Anne has been recognized for her commitment and experience:
Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC for the period 9/30/22 - 9/30/23.
2023 - 2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2014, 2015, 2017, 2018, 2019, 2023, 2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2014, 2015, 2017, 2018, 2019, 2023, 2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2014 Award - 6/16/2013 - 11/9/2013
2015 Award - 6/16/2014 - 11/9/2014
2017 Award - 3/26/2016 - 11/11/2016
2018 Award - 4/21/2017 - 11/6/2017
2019 Award - 4/19/2018 - 11/7/2018
2023 Award - 4/18/2022 - 10/21/2022
2024 Award - 4/10/2023 - 10/31/2023
https://www.morganstanley.com/disclosures/awards-disclosure.html
anne.h.fink@morganstanley.com
410-602-6458
Anne has focused her talents on services including financial planning, retirement planning, wealth accumulation, and retirement distribution. She also brings insights into women's financial issues and divorce recovery.
Anne has been recognized for her commitment and experience:
Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC for the period 9/30/22 - 9/30/23.
2023 - 2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2014, 2015, 2017, 2018, 2019, 2023, 2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2014, 2015, 2017, 2018, 2019, 2023, 2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2014 Award - 6/16/2013 - 11/9/2013
2015 Award - 6/16/2014 - 11/9/2014
2017 Award - 3/26/2016 - 11/11/2016
2018 Award - 4/21/2017 - 11/6/2017
2019 Award - 4/19/2018 - 11/7/2018
2023 Award - 4/18/2022 - 10/21/2022
2024 Award - 4/10/2023 - 10/31/2023
https://www.morganstanley.com/disclosures/awards-disclosure.html
anne.h.fink@morganstanley.com
410-602-6458
Securities Agent: SC, RI, NH, NC, ME, LA, IN, DC, WI, TX, VT, OH, MN, IL, AZ, AL, MO, MA, KY, GA, OR, NE, CO, CA, MT, WV, NV, FL, PA, OK, NY, ID, WA, VA, NJ, MI, KS, DE, CT, UT, TN, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1537252
NMLS#: 1537252
About Scott R Manning
Scott R Manning is a Senior Vice President, Wealth Management, Financial Advisor, and Financial Planning Specialist with The Sentinel Harbor Wealth Management Group at Morgan Stanley.
Scott began his career at Morgan Stanley in 1992 and is a partner of a 15 member team of experienced professionals at Morgan Stanley, focused on serving the unique needs of individuals, families, institutional clients and high net worth families. Prior to joining Morgan Stanley, Scott was a Professional Soccer Player from 1978 - 1992.
Scott graduated from State University of New York College at Cortland with a BSE in Recreation Education Management. He also attended the MBA program at Loyola College.
Scott holds the Series 6, 7, 63, and 65 licenses as well as Life, Health and Long Term Care Insurance Licenses.
EXPERIENCE
- 1992 - Present: Morgan Stanley
- 1978 - 1992: Professional Soccer Player
EDUCATION
- State University of New York College at Cortland BSE Recreation Education Management
- Attended Loyola College MBA program
- Investment - Series 6, 7, 63, and 65
- Insurance - Life, Variable, Health and Long Term Care
NMLS 1451600
Scott began his career at Morgan Stanley in 1992 and is a partner of a 15 member team of experienced professionals at Morgan Stanley, focused on serving the unique needs of individuals, families, institutional clients and high net worth families. Prior to joining Morgan Stanley, Scott was a Professional Soccer Player from 1978 - 1992.
Scott graduated from State University of New York College at Cortland with a BSE in Recreation Education Management. He also attended the MBA program at Loyola College.
Scott holds the Series 6, 7, 63, and 65 licenses as well as Life, Health and Long Term Care Insurance Licenses.
EXPERIENCE
- 1992 - Present: Morgan Stanley
- 1978 - 1992: Professional Soccer Player
EDUCATION
- State University of New York College at Cortland BSE Recreation Education Management
- Attended Loyola College MBA program
- Investment - Series 6, 7, 63, and 65
- Insurance - Life, Variable, Health and Long Term Care
NMLS 1451600
Securities Agent: PA, SC, MO, MD, IL, ID, WA, NH, DE, CA, CT, AZ, WV, MI, TN, DC, WI, NV, OH, AL, VT, VA, UT, TX, OK, NE, KY, IN, GA, RI, NY, NJ, MT, MN, MA, NC, ME, LA, CO, KS, FL, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1451600
NMLS#: 1451600
About Jason A Parks
Jason A Parks is a Senior Vice President, Financial Advisor, and Financial Planning Specialist with The Sentinel Harbor Group at Morgan Stanley. Jason has focused his talents on servicing the investment needs of high net worth individuals, as well as corporations.
He attended the University of Delaware and earned a Bachelor of Arts in Economics. Continuing to expand his learning, he completed course-work providing him with the Morgan Stanley designation of Financial Planning Specialist.
Jason's prior experience in the banking industry fostered a passion for helping people with their financial affairs and achieving their financial goals.
jason.a.parks@morganstanley.com
410-602-6416
He attended the University of Delaware and earned a Bachelor of Arts in Economics. Continuing to expand his learning, he completed course-work providing him with the Morgan Stanley designation of Financial Planning Specialist.
Jason's prior experience in the banking industry fostered a passion for helping people with their financial affairs and achieving their financial goals.
jason.a.parks@morganstanley.com
410-602-6416
Securities Agent: TX, NV, WV, PA, UT, GA, VT, OH, NH, MI, DE, SC, RI, NY, ME, OK, MN, MA, MT, DC, OR, NE, MO, FL, AL, WA, TN, KS, IN, WI, NJ, MD, CO, AZ, NC, LA, KY, CT, CA, VA, IL, ID; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1275579
NMLS#: 1275579
About Joseph Fink
Joseph Fink, CFP®, CLTC, QPFC
Financial Advisor
NMLS #2424195
As a CERTIFIED FINANCIAL PLANNER™ professional, Joey Fink joined The Sentinel Harbor Group at Morgan Stanley in 2022, bringing close to a decade of experience in the financial service industry with a Certification in Long-Term Care (CLTC). In 2023, Fink earned his credentials as a Qualified Plan Financial Consultant (QPFC).
Fink returned to the Baltimore – Washington area after working for Lincoln Financial Group, first in Philadelphia, Pennsylvania followed by time in Minneapolis, Minnesota. During his 4 years in Minneapolis, Fink was a regional marketing director where he partnered with financial professionals in Minnesota, the Dakotas, and Iowa offering strategies to help reduce the impact of potential long-term care expenses on client assets.
Among various volunteer and leadership roles, Fink serves as an active alumnus as both a director of the Alumnae/i Association of Goucher College (AAGC) and a member of the Alumni Council of The Park School of Baltimore. Fink graduated Phi Beta Kappa and Magna Cum Laude with a Bachelor of Arts in Economics from Goucher College where he was a two-time equestrian National Champion. In 2021, Fink was inducted into Goucher College’s Athletic Hall of Fame.
Fink continues his family’s legacy as a third-generation financial advisor with Morgan Stanley.
Outside of the office, Fink can be found attending live musical theater performances, playing kickball with the Stonewall LGBT Sports League, or volunteering with The Associated: Jewish Federation of Baltimore.
In addition to providing clients and their families with comprehensive financial planning advice, Fink is also responsible for developing and servicing corporate and institutional client relationships for The Sentinel Harbor Group. Born and raised in the community, Fink resides in the Harbor East neighborhood of Baltimore with his collection of over 100 bow ties.
Contact Details:
Phone: +1 410 559-7260
Mobile: +1 410 992-2349
Joey.Fink@morganstanley.com
https://www.linkedin.com/in/josephfink/
Financial Advisor
NMLS #2424195
As a CERTIFIED FINANCIAL PLANNER™ professional, Joey Fink joined The Sentinel Harbor Group at Morgan Stanley in 2022, bringing close to a decade of experience in the financial service industry with a Certification in Long-Term Care (CLTC). In 2023, Fink earned his credentials as a Qualified Plan Financial Consultant (QPFC).
Fink returned to the Baltimore – Washington area after working for Lincoln Financial Group, first in Philadelphia, Pennsylvania followed by time in Minneapolis, Minnesota. During his 4 years in Minneapolis, Fink was a regional marketing director where he partnered with financial professionals in Minnesota, the Dakotas, and Iowa offering strategies to help reduce the impact of potential long-term care expenses on client assets.
Among various volunteer and leadership roles, Fink serves as an active alumnus as both a director of the Alumnae/i Association of Goucher College (AAGC) and a member of the Alumni Council of The Park School of Baltimore. Fink graduated Phi Beta Kappa and Magna Cum Laude with a Bachelor of Arts in Economics from Goucher College where he was a two-time equestrian National Champion. In 2021, Fink was inducted into Goucher College’s Athletic Hall of Fame.
Fink continues his family’s legacy as a third-generation financial advisor with Morgan Stanley.
Outside of the office, Fink can be found attending live musical theater performances, playing kickball with the Stonewall LGBT Sports League, or volunteering with The Associated: Jewish Federation of Baltimore.
In addition to providing clients and their families with comprehensive financial planning advice, Fink is also responsible for developing and servicing corporate and institutional client relationships for The Sentinel Harbor Group. Born and raised in the community, Fink resides in the Harbor East neighborhood of Baltimore with his collection of over 100 bow ties.
Contact Details:
Phone: +1 410 559-7260
Mobile: +1 410 992-2349
Joey.Fink@morganstanley.com
https://www.linkedin.com/in/josephfink/
Securities Agent: FL, AZ, VA, SC, NJ, MA, AL, OH, ID, DC, WV, WA, MN, MI, CA, NV, NE, ME, MD, KY, IL, GA, OR, OK, NC, WI, NY, LA, TX, VT, NH, MO, KS, PA, DE, CT, CO, UT, TN, RI, MT, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 2424195
NMLS#: 2424195
About Robert Bussells
Robert Bussells is a Portfolio Manager and Financial Advisor with The Sentinel Harbor Group at Morgan Stanley. Bob has been working in the financial services industry since 1987. He uses his diverse professional skillset in combination with his professional financial services experience to establish and deepen client relationships and to help his clients reach their financial goals. He also works alongside the team to provide his input on the areas of small business ownership and retirement strategies.
After attending the University of Baltimore and spending some time as a computer programmer, Bob realized his dream of being a small business owner when he founded Perfect Capital Solutions, a small equipment finance broker. After 22 years, during which he helped thousands of other small business owners with their financing needs, Bob sold his company back in 2009 and became a Financial Advisor. Prior to becoming a Financial Advisor, Bob had been very active in the markets on his own, so he knew that his combined experience as a computer programmer, small business owner, and active market participant would enhance his ability to provide a unique, high-quality client experience.
Bob has been a drummer since early childhood and has played with several local bands since the 1980’s. As a classic rock lover, Bob’s favorite bands include Led Zeppelin, Foreigner, and many others from that era. He’s an avid football and baseball fan, always rooting for the home teams… Baltimore Ravens and Orioles. He lives with his wife Joann and has 3 adult children, all married and living close by. In addition to music, sports and family, Bob enjoys spending time at the family condo located in Ocean City, MD.
After attending the University of Baltimore and spending some time as a computer programmer, Bob realized his dream of being a small business owner when he founded Perfect Capital Solutions, a small equipment finance broker. After 22 years, during which he helped thousands of other small business owners with their financing needs, Bob sold his company back in 2009 and became a Financial Advisor. Prior to becoming a Financial Advisor, Bob had been very active in the markets on his own, so he knew that his combined experience as a computer programmer, small business owner, and active market participant would enhance his ability to provide a unique, high-quality client experience.
Bob has been a drummer since early childhood and has played with several local bands since the 1980’s. As a classic rock lover, Bob’s favorite bands include Led Zeppelin, Foreigner, and many others from that era. He’s an avid football and baseball fan, always rooting for the home teams… Baltimore Ravens and Orioles. He lives with his wife Joann and has 3 adult children, all married and living close by. In addition to music, sports and family, Bob enjoys spending time at the family condo located in Ocean City, MD.
Securities Agent: TX, MO, LA, AL, WV, TN, NJ, FL, CT, CO, AZ, OH, MI, MD, IN, IL, VA, RI, OR, ID, GA, MA, KS, DE, UT, SC, PA, NV, NE, NC, MT, CA, ME, KY, WI, VT, OK, NH, MN, DC, WA, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 805613
NMLS#: 805613
About Joel A Margolis
Joel A Margolis is a First Vice President, and Financial Advisor with The Bell Broseker Group at Morgan Stanley. With over 35 years in the Financial Services industry, Joel focuses on providing and servicing goals based strategies for growing and helping protect and preserve clients’ wealth.
Securities Agent: DE, OR, MD, WV, NH, NE, MI, VT, OK, MN, CA, TN, NY, GA, VA, DC, LA, CT, AZ, PA, NV, CO, IN, UT, SC, MT, MO, ME, IL, ID, FL, AL, WI, WA, TX, RI, OH, NJ, NC, MA, KY, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1946542
NMLS#: 1946542
About Chris Lebano
Leveraging the prestigious Certified Financial Planner, CFP®, designation, Christopher strives to deliver exceptional financial guidance to all his clients. Christopher focuses on preparing individuals for key transitions – retirement, the sale of a business or home, illness, and the loss of a loved one. He is conscientious, professional, and quick to respond to requests of all kinds. He strives to make every client contact a positive experience.
Christopher is a Brooklyn, New York native, and a graduate of the University of Rochester with a bachelor's in economics. During his time there, Christopher was a member of the University of Rochester football team, where he earned the title of team captain.
Christopher currently lives in Clarksville, Maryland with his wife, Tiffany, and their three children. He enjoys sports, traveling, cooking, and spending quality time with his family.
Christopher is a Brooklyn, New York native, and a graduate of the University of Rochester with a bachelor's in economics. During his time there, Christopher was a member of the University of Rochester football team, where he earned the title of team captain.
Christopher currently lives in Clarksville, Maryland with his wife, Tiffany, and their three children. He enjoys sports, traveling, cooking, and spending quality time with his family.
Securities Agent: TX, PA, NY, MD, MT, ME, MA, IL, IN, DC, WV, VA, TN, SC, OH, NV, MS, KY, CT, NJ, LA, ID, CO, UT, NH, MN, OR, KS, GA, AZ, AL, NE, NC, MO, FL, WI, OK, MI, DE, CA, AK, WA, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 1095257
NMLS#: 1095257
About Jon Waligora
Jon Waligora graduated from Michigan State University in 2009 with a Bachelor of Arts degree in Finance and has been working in the financial services industry since 2010. Jon supports the team in it's daily operations focusing on client service and marketing.
He holds the Series 7 and 66 licenses.
He holds the Series 7 and 66 licenses.
About Jonathan Kalu
Jonathan Kalu has over 20 years of investment industry experience. Jonathan started his career with T. Rowe Price, later moving on to Legg Mason where he served in various investment analysis roles and ultimately as a Senior Performance Analyst and Reporting manager. He was the recipient of the Consulting Group Analyst of the Year Award for Smith Barney in 2006, and Morgan Stanley Smith Barney in 2011. Jonathan's responsibilities for the team include client performance reporting, manager and fund analysis, manager diligence, and asset allocation analysis.
He graduated from Elizabeth City State University, with Bachelor of Science degrees in Economics and Finance. Jonathan then went on to earn his Masters of Business Administration in Finance from Morgan State University.
He holds the Series 7 and Series 66 licenses.
He graduated from Elizabeth City State University, with Bachelor of Science degrees in Economics and Finance. Jonathan then went on to earn his Masters of Business Administration in Finance from Morgan State University.
He holds the Series 7 and Series 66 licenses.
About Kristopher Ewers
Kris Ewers serves as a Client Service Associate with Morgan Stanley Wealth Management, working closely The Sentinel Harbor Group. His primary responsibility is to handle the day-to-day operational and administrative responsibilities of client service. He is committed to providing outstanding customer service and does so through his attention to detail. He is currently studying for the series 7 and 66 licenses.
Prior to joining Morgan Stanley, Kris worked at PNC Private Bank as a Service Associate. Kris graduated from Mount St. Mary’s University with a bachelor’s degree in business.
Outside the office, Kris lives in Baltimore, Maryland. In his free time, he enjoys spending time with friends and family and cheering on the Baltimore Ravens and Orioles.
Prior to joining Morgan Stanley, Kris worked at PNC Private Bank as a Service Associate. Kris graduated from Mount St. Mary’s University with a bachelor’s degree in business.
Outside the office, Kris lives in Baltimore, Maryland. In his free time, he enjoys spending time with friends and family and cheering on the Baltimore Ravens and Orioles.
About Khloe Adams
Khloe Adams graduated from Stevenson University in 2022 with a Bachelor of Science degree in Professional Studies and has been working in the financial services industry since graduating. Khloe supports the team in its daily operations, focusing on client service.
She holds the Series 6, 7, and 63 licenses
She holds the Series 6, 7, and 63 licenses
Contact Gregory M Bell
Contact Keith Parker
Contact Anne H Fink
Contact Scott R Manning
Contact Jason A Parks
Contact Joseph Fink
Contact Robert Bussells
Contact Joel A Margolis
Contact Chris Lebano
Wealth Management
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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.
2Alternative 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.
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.
4When 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.
5When 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.
6Morgan 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 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.
8Morgan 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.
9When 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.
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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.
2Alternative 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.
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.
4When 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.
5When 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.
6Morgan 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 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.
8Morgan 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.
9When 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.
10Morgan 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.
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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)
