Timothy W Trexler
First Vice President, Wealth Management, Financial Advisor, Portfolio Manager
Phone:
(610) 430-1087(610) 430-1087
The Bryn Mawr Group at Morgan Stanley
Direct:
(610) 430-1083(610) 430-1083
Toll-Free:
(800) 221-8496(800) 221-8496
Our Mission Statement
Delivering high quality service with a wide array of investment
solutions
solutions
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
3803 West Chester Pike
Ste 200
Newtown Square, PA 19073
US
Direct:
(610) 430-1083(610) 430-1083
Toll-Free:
(800) 221-8496(800) 221-8496
Meet The Bryn Mawr Group
Phone:
(610) 430-1078(610) 430-1078
Kim Corcoran
Senior Client Service Associate
Phone:
(610) 542-2930(610) 542-2930
About Timothy W Trexler
Tim Trexler is a First Vice President, Financial Advisor and Portfolio Manager with Morgan Stanley with over 35 years of experience serving retail and institutional clients.
After Franklin & Marshall College, the University of Pennsylvania and the New York University Graduate School of Business, Tim started with retail and institutional sales at C.C.Collings and Company, Philadelphia. Collings & Co. underwrote and marketed Pennsylvania and New Jersey municipal bonds. He graduated from the Philadelphia Bond Club School and became a member of the Philadelphia Securities Association. In 1985 Legg Mason Wood Walker, Inc. purchased Collings & Co. With Legg Mason, he enjoyed success becoming a First Vice President and attending the Legg Mason President’s Council for many years. In 1993 Tim moved his office to Bryn Mawr, Pennsyalvania. The 2005 sale of Legg Mason Private Client Group brought him into Smith Barney, Inc. Smith Barney would eventually merge with Morgan Stanley. In 2012 Morgan Stanley Smith Barney was renamed Morgan Stanley Wealth Management.
Tim and Donna have been married for 37 years and reside in Chester County. He has worked with the Presbyterian Church (U.S.A.) on the local, presbytery and national level and is an ordained trustee of the church. On the cycling team at Penn, his association with the sport is now as a U.S. Cycling Federation Moto Marshall. He enthusiastically supports the Young Survival Coalition, and marshals their annual East Coast ride. Active with the Radnor Hunt Concours d’Elegance, he coordinates Morgan Stanley’s support of the event. If the conditions are right, Tim enjoys both fresh-water and salt-water fly fishing. And, he loves the role of Poppy for four grandchildren.
After Franklin & Marshall College, the University of Pennsylvania and the New York University Graduate School of Business, Tim started with retail and institutional sales at C.C.Collings and Company, Philadelphia. Collings & Co. underwrote and marketed Pennsylvania and New Jersey municipal bonds. He graduated from the Philadelphia Bond Club School and became a member of the Philadelphia Securities Association. In 1985 Legg Mason Wood Walker, Inc. purchased Collings & Co. With Legg Mason, he enjoyed success becoming a First Vice President and attending the Legg Mason President’s Council for many years. In 1993 Tim moved his office to Bryn Mawr, Pennsyalvania. The 2005 sale of Legg Mason Private Client Group brought him into Smith Barney, Inc. Smith Barney would eventually merge with Morgan Stanley. In 2012 Morgan Stanley Smith Barney was renamed Morgan Stanley Wealth Management.
Tim and Donna have been married for 37 years and reside in Chester County. He has worked with the Presbyterian Church (U.S.A.) on the local, presbytery and national level and is an ordained trustee of the church. On the cycling team at Penn, his association with the sport is now as a U.S. Cycling Federation Moto Marshall. He enthusiastically supports the Young Survival Coalition, and marshals their annual East Coast ride. Active with the Radnor Hunt Concours d’Elegance, he coordinates Morgan Stanley’s support of the event. If the conditions are right, Tim enjoys both fresh-water and salt-water fly fishing. And, he loves the role of Poppy for four grandchildren.
Securities Agent: KY, CA, CO, CT, DC, DE, FL, GA, IL, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative
About Adam Saunders
Financial Advisor
Adam is a Financial Advisor with Morgan Stanley with 18 years of experience in the financial services industry.
Adam received his degree in Business Administration from Roanoke College. A member of the varsity Lacrosse team who competed in back to back NCAA Final Fours his junior and senior seasons.
Adam began his career at Smith Barney in New York City working in compliance for over 3 years. Adam returned home to the Philadelphia area to work in the Investment Banking side of the industry in Institutional Sales for Roth Capital Partners, a Newport Beach, California Investment Bank, in their Radnor office. While at Roth Capital, Adam presented management teams on deal and non-deal road shows to institutional investor to help raise stock prices, IPOs and secondary offerings. Adam returned to Morgan Stanley Smith Barney as an Investment Advisor in 2012 to join the Bryn Mawr Group. Adam holds his series 7, 63 & 66.
Outside of the office Adam serves on the board of directors for Elwyn; a national leader in education, treatment, and support services to children and adults with autism, intellectual and developmental disabilities, and related behavioral health challenges.
Adam resides in Wayne, PA with his wife Stephanie and their daughter Sloane.
Adam is a Financial Advisor with Morgan Stanley with 18 years of experience in the financial services industry.
Adam received his degree in Business Administration from Roanoke College. A member of the varsity Lacrosse team who competed in back to back NCAA Final Fours his junior and senior seasons.
Adam began his career at Smith Barney in New York City working in compliance for over 3 years. Adam returned home to the Philadelphia area to work in the Investment Banking side of the industry in Institutional Sales for Roth Capital Partners, a Newport Beach, California Investment Bank, in their Radnor office. While at Roth Capital, Adam presented management teams on deal and non-deal road shows to institutional investor to help raise stock prices, IPOs and secondary offerings. Adam returned to Morgan Stanley Smith Barney as an Investment Advisor in 2012 to join the Bryn Mawr Group. Adam holds his series 7, 63 & 66.
Outside of the office Adam serves on the board of directors for Elwyn; a national leader in education, treatment, and support services to children and adults with autism, intellectual and developmental disabilities, and related behavioral health challenges.
Adam resides in Wayne, PA with his wife Stephanie and their daughter Sloane.
Securities Agent: TX, AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, MT, NC, NH, NJ, NY, PA, RI, SC, TN, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1407639
NMLS#: 1407639
About Kim Corcoran
Kim Corcoran serves as The Bryn Mawr Groups Senior Client Service Associate. Kim began her career at Legg Mason in Baltimore over 25 years ago. When she moved North to the Main Line, 25 years ago, she began work at the Bryn Mawr office of Legg Mason. Since then, she has assisted Tim Trexler and the Bryn Mawr Group. Along with her experience as a Sales Assistant, Kim has in-depth knowledge of brokerage operations and supports both the administrative and sales side of the business. Kim’s work ethic and extensive experience make her the go-to person to address many of our client’s needs. Kim enjoys traveling, tennis, gardening and the Jersey shore while away from the office. She resides with her husband Chris in Wayne, PA.
Contact Timothy W Trexler
Contact Adam Saunders
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Bryn Mawr Group today.
1When 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
5Morgan 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 and other legal matters.
6When 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.
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
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
5Morgan 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 and other legal matters.
6When 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.
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)