Robert Biggs, CFP®
Senior Vice President, Executive Financial Services Director, Alternative Investments Director, Insurance Planning Director, Senior Portfolio Manager, Financial Advisor
Phone:
(215) 963-3827(215) 963-3827
The CES Group at Morgan Stanley
Our Mission Statement
Comprehensive financial solutions for corporate executives and their families
Welcome
Some people thrive on innovation, on the excitement creating something important, something that could change the world. Many of them are leaders in healthcare, and technology.
Successful leaders, entrepreneurs and innovators have highly specific wealth management needs. They often have wealth concentrated in their company, which can lead to issues around asset allocation and/or Rule 144 restrictions. They may experience substantial liquidity events when their company is sold or goes public.
Issues like these are why it’s important to choose a financial advisor who understands the intricacies of your particular needs. The CES Group at Morgan Stanley has the knowledge, experience and intellectual capital to provide comprehensive wealth management to successful leaders and executives.
We focus on asset allocation with concentrated stock positions … risk management in a volatile market … planning strategies and executional tactics for liquidity events.
Our team works best with thought leaders. We have deep knowledge of specific fields such as healthcare, and regularly host events that feature some of the top minds in Life Sciences and Technology.
We also advise companies on corporate matters, including 10b5-1 trading plans, 401K plans, Stock Option plans, Executive Compensation and many other issues.
Our team has the education, credentials, experience and training to help executives, entrepreneurs and leaders in transformative fields achieve their goals and thrive in a volatile world.
We are proud to have been named a Best-In-State Wealth Management Team by Forbes for 2025. Thank you to all our valued clients who made this possible.
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Successful leaders, entrepreneurs and innovators have highly specific wealth management needs. They often have wealth concentrated in their company, which can lead to issues around asset allocation and/or Rule 144 restrictions. They may experience substantial liquidity events when their company is sold or goes public.
Issues like these are why it’s important to choose a financial advisor who understands the intricacies of your particular needs. The CES Group at Morgan Stanley has the knowledge, experience and intellectual capital to provide comprehensive wealth management to successful leaders and executives.
We focus on asset allocation with concentrated stock positions … risk management in a volatile market … planning strategies and executional tactics for liquidity events.
Our team works best with thought leaders. We have deep knowledge of specific fields such as healthcare, and regularly host events that feature some of the top minds in Life Sciences and Technology.
We also advise companies on corporate matters, including 10b5-1 trading plans, 401K plans, Stock Option plans, Executive Compensation and many other issues.
Our team has the education, credentials, experience and training to help executives, entrepreneurs and leaders in transformative fields achieve their goals and thrive in a volatile world.
We are proud to have been named a Best-In-State Wealth Management Team by Forbes for 2025. Thank you to all our valued clients who made this possible.
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
7 Reasons to Choose the CES Group
#1: Focus on emerging growth
We understand how innovative, transformative work creates specific, specialized wealth management issues – preparation for major liquidity events, unusual earnings profile, concentrated stock positions, for example.
#2: Advanced credentials
In wealth management, credentials matter. Our team has demonstrated expertise in financial planning (CERTIFIED FINANCIAL PLANNER™), discretionary portfolio management (Senior Portfolio Manager), Workplace Advice and Executive Compensation.
#3: Specific experience with executive compensation
Decisions about the construction, timing and distribution of your executive compensation package are extremely important to maximizing your earnings and building for your future.
#4: Wealth management principles that match your lifestyle
While every client is unique, we have developed principles that reflect the dynamics of transformative industries. You can learn more here (link to Wealth Management tab)
#5: A clearly articulated process
Imagine trying to achieve a goal in your business without a rigorous, defined process. For managing your wealth, we follow a series of steps to ensure that your wealth management strategy is both comprehensive, and aligned with your overall goals.
#6: Full array of services
Executives and innovators in transformative industries have one thing in common – they are busy! Our team can save you time and streamline decision-making by offering a holistic approach to financial planning, investments, risk management, cash flow, access to banking and lending, trust services, philanthropy – everything you need to manage your wealth.
#7: Intellectual capital of Morgan Stanley
The experience and credentials of the CES Group are enhanced by Morgan Stanley, one of the leading financial services organizations in the world. The firm’s nearly limitless resources cover even the most specialized financial concerns, which we can leverage to serve you.
Events
Capital Markets Events
Healthcare Capital Markets Update
Kalli Dircks, Managing Director from Morgan Stanley’s Healthcare Equity Capital Markets Group, discussed the current healthcare markets as well as her outlook for the remainder of 2021.
Date: June 15, 2021
Kalli Dircks, Managing Director from Morgan Stanley’s Healthcare Equity Capital Markets Group, discussed the current healthcare markets as well as her outlook for the remainder of 2021.
Date: June 15, 2021
Healthcare CEO Dinners
2018 CES Group Healthcare CEO Dinner
2017 CES Group Healthcare CEO Dinner
2016 CES Group Healthcare CEO Dinner
2015 CES Group Healthcare CEO Dinner
2014 CES Group Healthcare CEO Dinner
2017 CES Group Healthcare CEO Dinner
2016 CES Group Healthcare CEO Dinner
2015 CES Group Healthcare CEO Dinner
2014 CES Group Healthcare CEO Dinner
Market Update Events
"Allspring Global Investment" webinar via Zoom
We are excited to host Daniel Sarnowski and David Farace, Portfolio Specialists on the Allspring Global Investments Fixed Income team. They will be providing a fixed income market review
Date: June 28, 2022
"Market Volatility" webinar via Zoom
We are excited to host Vijay Chandar, Market Strategist and Executive Director for Morgan Stanley who will be discussing the current market as well as future outlook.
Date: May 19, 2022
We are excited to host Daniel Sarnowski and David Farace, Portfolio Specialists on the Allspring Global Investments Fixed Income team. They will be providing a fixed income market review
Date: June 28, 2022
"Market Volatility" webinar via Zoom
We are excited to host Vijay Chandar, Market Strategist and Executive Director for Morgan Stanley who will be discussing the current market as well as future outlook.
Date: May 19, 2022
The Specialized Needs of Successful Executives
Even seasoned executives struggle with the complex regulations around company stock. The CES Group works with your legal team and plan administrators to provide executives with a clear path to liquidity.
We also work directly with executives to help them understand, plan for, pre-clear, execute and report trades.
We analyze each individual’s liquidity profile to determine the proper strategy moving forward.
With our experience, focus and training, plus the vast resources of Morgan Stanley, the CES Group incorporates industry best practices to help executives maximize the value of your plan.
We also work directly with executives to help them understand, plan for, pre-clear, execute and report trades.
We analyze each individual’s liquidity profile to determine the proper strategy moving forward.
With our experience, focus and training, plus the vast resources of Morgan Stanley, the CES Group incorporates industry best practices to help executives maximize the value of your plan.
Our areas of focus
• Rule 144 transactions
• 10b5-1 trading plans
• Gifting recommendations
• Lending against restricted and control stock
• Risk Management
• 10b5-1 trading plans
• Gifting recommendations
• Lending against restricted and control stock
• Risk Management
New SEC Changes to Rule 10b5-1
With the recent changes adopted by the SEC to rule 10b5-1, it’s important to understand the changing landscape and requirements under the new rule. Our team is prepared to help you and provide you with the necessary resources.
SEC Changes to Rule 10b5-1 WebinarSolutions that Impact Multiple Generations
As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. As the demands of your family grow and evolve, you will likely need professionals who have expanded capabilities.
The CES Group in collaboration with Morgan Stanley Family Office Resource team, can curate and navigate an expansive suite of specialized resources to address the complex challenges of managing significant wealth and make complicated decisions confidently by providing specialized knowledge, experience, tools and networking events.
The CES Group in collaboration with Morgan Stanley Family Office Resource team, can curate and navigate an expansive suite of specialized resources to address the complex challenges of managing significant wealth and make complicated decisions confidently by providing specialized knowledge, experience, tools and networking events.
Trust and Estate Planning and Business Succession
The key to determining which trust, tax and estate strategies to execute is to understand the interplay of personal and exogenous factors. Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents.
Family Governance and Education
Too often, members of rising generations spend decades in silence. Having a mechanism in place such as a family mission statement, a family constitution or an investment policy statement can offer critical parameters and guidelines to make decisions as a collective. We work with you to find your way to becoming your own generation, with your own voice.
Learn More about Family Governance
Lifestyle Advisory
The enjoyment of wealth means the most powerful benefits of a family office is the potential to help family members simplify their personal lives. We provide bespoke solutions and access to knowledgeable, highly personal specialists to help meet your exceptional needs, from the everyday to the extraordinary, such as: travel and concierge services, health and security advisory, tangible asset management, personal enrichment, and financial administration.
Philanthropy Management
Philanthropy Management supports individuals, families, corporate and private foundations, and nonprofit organizations by offering a suite of services to help define and realize clients' charitable missions.
Learn More about Strategic Giving
Art Advisory
Whether you have inherited a valuable collection or built one of your own, the stewardship of fine art and collectibles presents an extensive range of formidable challenges. These unregulated markets can be confusing, fragmented and inefficient. With experienced art advisors at your side, you have the guidance you need to avoid pitfalls and the expertise to manage your collection as the significant asset it is.
Learn More about ART
Health and Wellness Education
Health and Wellness Education provides you with educational content and thought leadership, concierge support, and connectivity to healthcare and wellness centers of excellence.
Learn More about our Health & Wellness ServicesLocation
1650 Market St
42nd Fl
Philadelphia, PA 19103
US
Direct:
(215) 854-6000(215) 854-6000
Meet The CES Group
Jacob Guzman
Senior Vice President, Corporate Client Group Director, Alternative Investments Director, Insurance Planning Director, Senior Portfolio Manager, Financial Advisor, Family Wealth Director
Phone:
(215) 963-3853(215) 963-3853
Phone:
(215) 963-3862(215) 963-3862
Phone:
(215) 854-6084(215) 854-6084
Samuel Levin
Financial Advisor
Phone:
(215) 963-3847(215) 963-3847
Phone:
(215) 854-6297(215) 854-6297
Christy E. Bravo
Assistant Vice President, Financial Planning Specialist, Director of Business Strategy
Phone:
(215) 854-1167(215) 854-1167
Colleen Gibbons
Portfolio Associate
Phone:
(215) 854-6040(215) 854-6040
About Robert Biggs
Rob co-leads the CES Group, creating comprehensive wealth management strategies to help entrepreneurs, executives and foundations reach their financial goals. He has been with Morgan Stanley since 2005.
Rob is a Senior Portfolio Manager, focusing on fixed income strategy and risk management analysis which includes concentrated stock positions. He is also one of a limited number of Morgan Stanley Alternative Investment Directors, and holds the distinguished CERTIFIED FINANCIAL PLANNER™ designation, which requires hundreds of hours of classroom work and study as well as regular re-certification.
Rob was named a Five-Star Wealth Advisor each year from 2013-2023, a distinction reserved for the top 4% of the 28,000 Financial Advisors in the Philadelphia region. In 2014, he was named as one of the Philadelphia Business Journal’s “40 Under 40,” recognizing him as one of the top young business minds in the region. In addition, he was named a top “Next-Generation Wealth Advisor” in the United States by Forbes Magazine in 2018, 2019, and 2021 and named one of Forbes’ Best-in-State Wealth Advisors in 2022, 2023, and 2024 for the state of Pennsylvania.
Rob earned a B.A. in Economics from the University of Pennsylvania.
Rob grew up in Bethlehem, PA and lives in Huntington Valley, PA with his wife Natalie and their children, Robbie and Nadia. He is active in the HVAA and enjoys coaching soccer, basketball and baseball.
2013-2023 Five Star Wealth Advisor Award
Source: fivestarprofessional.com (Awarded 2013-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 03/5/2012 - 09/9/2012
2014 Award - 03/5/2013 - 09/9/2013
2015 Award - 03/5/2015 - 09/9/2015
2016 Award - 03/5/2016 - 10/7/2016
2017 Award - 01/20/2017 - 09/8/2017
2018 Award - 02/20/2018 - 09/19/2018
2019 Award - 02/11/2019 - 09/20/2019
2020 Award - 02/10/2020 - 09/11/2020
2021 Award - 01/18/2021 - 09/3/2021
2022 Award - 2/21/2022 - 8/19/2022
2023 Award - 02/13/2023 - 08/31/2023
2022, 2023, 2024, 2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2018, 2019, 2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018,2019,2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Rob is a Senior Portfolio Manager, focusing on fixed income strategy and risk management analysis which includes concentrated stock positions. He is also one of a limited number of Morgan Stanley Alternative Investment Directors, and holds the distinguished CERTIFIED FINANCIAL PLANNER™ designation, which requires hundreds of hours of classroom work and study as well as regular re-certification.
Rob was named a Five-Star Wealth Advisor each year from 2013-2023, a distinction reserved for the top 4% of the 28,000 Financial Advisors in the Philadelphia region. In 2014, he was named as one of the Philadelphia Business Journal’s “40 Under 40,” recognizing him as one of the top young business minds in the region. In addition, he was named a top “Next-Generation Wealth Advisor” in the United States by Forbes Magazine in 2018, 2019, and 2021 and named one of Forbes’ Best-in-State Wealth Advisors in 2022, 2023, and 2024 for the state of Pennsylvania.
Rob earned a B.A. in Economics from the University of Pennsylvania.
Rob grew up in Bethlehem, PA and lives in Huntington Valley, PA with his wife Natalie and their children, Robbie and Nadia. He is active in the HVAA and enjoys coaching soccer, basketball and baseball.
2013-2023 Five Star Wealth Advisor Award
Source: fivestarprofessional.com (Awarded 2013-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 03/5/2012 - 09/9/2012
2014 Award - 03/5/2013 - 09/9/2013
2015 Award - 03/5/2015 - 09/9/2015
2016 Award - 03/5/2016 - 10/7/2016
2017 Award - 01/20/2017 - 09/8/2017
2018 Award - 02/20/2018 - 09/19/2018
2019 Award - 02/11/2019 - 09/20/2019
2020 Award - 02/10/2020 - 09/11/2020
2021 Award - 01/18/2021 - 09/3/2021
2022 Award - 2/21/2022 - 8/19/2022
2023 Award - 02/13/2023 - 08/31/2023
2022, 2023, 2024, 2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2018, 2019, 2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018,2019,2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Securities Agent: NC, KS, TX, MN, MA, CO, MO, CA, WY, VA, PA, MI, DC, OR, GA, DE, VT, NY, IN, AZ, TN, NJ, NH, MD, WV, IL, FL, UT, SC, CT, WI, WA, OH, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1275586
CA Insurance License #: 4043047
NMLS#: 1275586
CA Insurance License #: 4043047
About Jacob Guzman
Jacob co-leads the CES Group, working with select individuals, families and corporations. Jake focuses multi-generational families and has built an expertise in working with executives in the healthcare, technology, real estate and asset management sectors. He has a particular interest in and has published articles relating to liquidity planning for corporate executives, corporate accountability and governance, healthcare negotiating and exit strategies relating to M&A and IPO events. He is also one of a limited number of Morgan Stanley Alternative Investment Directors and has attained the designation of Family Wealth Director which involved a rigorous invitation only curriculum passed by less than 3% of Advisors at Morgan Stanley.
Jacob was named a 2018, 2019, and 2021 top “Next-Generation Wealth Advisor” in the United States by Forbes Magazine. He has been recognized yearly from 2013-2023 as a Five-Star Wealth Advisor, a distinction reserved for the top 4% of the 28,000 Financial Advisors in the Philadelphia region. In addition, Jacob has been named one of Forbes’ Best-in-State Wealth Advisors in 2022, 2023, and 2024 for the state of Pennsylvania.
Jacob earned a B.A. from the University of Virginia, where he was a member of the men’s rowing team. He also holds an M.B.A. from The Johns Hopkins University with a concentration in Healthcare Management.
Jacob is actively involved in his community and sits on the Board of the Philadelphia Union Foundation. Additionally, he is a judge in the Wharton Business Plan Competition in the Life Sciences Category and, a Research Assistant at Johns Hopkins University. Originally from Wynnewood, PA, Jacob currently resides in Merion, PA with his wife, Julia, and daughters, Zara and Lena.
2018, 2019, 2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018, 2019, 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2022, 2023, 2024, 2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2013-2023 Five Star Wealth Advisor Award
Source: fivestarprofessional.com (Awarded 2013-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 03/5/2012 - 09/9/2012
2014 Award - 03/5/2013 - 09/9/2013
2015 Award - 03/5/2015 - 09/9/2015
2016 Award - 03/5/2016 - 10/7/2016
2017 Award - 01/20/2017 - 09/8/2017
2018 Award - 02/20/2018 - 09/19/2018
2019 Award - 02/11/2019 - 09/20/2019
2020 Award - 02/10/2020 - 09/11/2020
2021 Award - 01/18/2021 - 09/3/2021
2022 Award - 2/21/2022 - 8/19/2022
2023 Award - 02/13/2023 - 08/31/2023
Jacob was named a 2018, 2019, and 2021 top “Next-Generation Wealth Advisor” in the United States by Forbes Magazine. He has been recognized yearly from 2013-2023 as a Five-Star Wealth Advisor, a distinction reserved for the top 4% of the 28,000 Financial Advisors in the Philadelphia region. In addition, Jacob has been named one of Forbes’ Best-in-State Wealth Advisors in 2022, 2023, and 2024 for the state of Pennsylvania.
Jacob earned a B.A. from the University of Virginia, where he was a member of the men’s rowing team. He also holds an M.B.A. from The Johns Hopkins University with a concentration in Healthcare Management.
Jacob is actively involved in his community and sits on the Board of the Philadelphia Union Foundation. Additionally, he is a judge in the Wharton Business Plan Competition in the Life Sciences Category and, a Research Assistant at Johns Hopkins University. Originally from Wynnewood, PA, Jacob currently resides in Merion, PA with his wife, Julia, and daughters, Zara and Lena.
2018, 2019, 2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018, 2019, 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2022, 2023, 2024, 2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2013-2023 Five Star Wealth Advisor Award
Source: fivestarprofessional.com (Awarded 2013-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 03/5/2012 - 09/9/2012
2014 Award - 03/5/2013 - 09/9/2013
2015 Award - 03/5/2015 - 09/9/2015
2016 Award - 03/5/2016 - 10/7/2016
2017 Award - 01/20/2017 - 09/8/2017
2018 Award - 02/20/2018 - 09/19/2018
2019 Award - 02/11/2019 - 09/20/2019
2020 Award - 02/10/2020 - 09/11/2020
2021 Award - 01/18/2021 - 09/3/2021
2022 Award - 2/21/2022 - 8/19/2022
2023 Award - 02/13/2023 - 08/31/2023
Securities Agent: UT, NV, NJ, NH, DC, AZ, WV, KS, VT, OR, NC, LA, IN, IL, DE, MD, SC, MI, CO, WY, OK, MN, MA, FL, CT, VA, TX, NM, WA, PA, MO, CA, WI, GA, TN, OH, NY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285167
CA Insurance License #: 4043079
NMLS#: 1285167
CA Insurance License #: 4043079
About Timothy Murphy
Tim serves a dual role at the CES Group. He helps select individuals and families with customized strategies for achieving their financial goals. He also leverages his Workplace Advisor – Equity Compensation credentials to advise organizations and individuals on maximizing the impact of executive compensation.
Tim joined the CES Group in 2013, after a successful career in the pharmaceutical industry. He helped manage national operations at excelleRx, Inc, a Philadelphia-based pharmaceutical care company, which brought him face-to-face with issues surrounding executive compensation in fast-moving, innovative fields like the Life Sciences.
Tim earned a B.A. from the University of Pennsylvania, where he also went on to earn a Masters degree. His Workplace Advisor – Equity Compensation designation demonstrates his knowledge and experience with the intricacies of how companies compensate important contributors and how executives can maximize the value of their compensation packages.
A former member and All-League honoree of the University of Pennsylvania Sprint Football Team, Tim is still active in supporting the Staff and its players. He is also a Pennsylvania Interscholastic Athletic Association (PIAA) wrestling official. He is an active participant in community endeavors at both St Katherine of Siena Parish and the Police Athletic League (PAL). Tim is a native Philadelphian and continues to reside there with his wife, Diane, and their children, Heather Marie, Tim, Jr and Matthew.
Tim joined the CES Group in 2013, after a successful career in the pharmaceutical industry. He helped manage national operations at excelleRx, Inc, a Philadelphia-based pharmaceutical care company, which brought him face-to-face with issues surrounding executive compensation in fast-moving, innovative fields like the Life Sciences.
Tim earned a B.A. from the University of Pennsylvania, where he also went on to earn a Masters degree. His Workplace Advisor – Equity Compensation designation demonstrates his knowledge and experience with the intricacies of how companies compensate important contributors and how executives can maximize the value of their compensation packages.
A former member and All-League honoree of the University of Pennsylvania Sprint Football Team, Tim is still active in supporting the Staff and its players. He is also a Pennsylvania Interscholastic Athletic Association (PIAA) wrestling official. He is an active participant in community endeavors at both St Katherine of Siena Parish and the Police Athletic League (PAL). Tim is a native Philadelphian and continues to reside there with his wife, Diane, and their children, Heather Marie, Tim, Jr and Matthew.
Securities Agent: MS, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 1369347
CA Insurance License #: 4043046
NMLS#: 1369347
CA Insurance License #: 4043046
About Kevin Huntington
Kevin’s role on the CES Group is mainly focused on helping to advise select individuals and families on customized strategies to achieve their retirement and/or long-term financial goals. Kevin is responsible for providing long-term diversified financial solutions and investment strategies as well as detailed cash flow analysis. His Workplace Advisor – Equity Compensation designation demonstrates his knowledge and experience with the intricacies of how companies compensate important contributors and how executives can maximize the value of their compensation packages.
Kevin graduated with honors from the University of Pennsylvania with a degree in Philosophy, Politics, and Economics where he was also a 4-year letter winner and Captain of the Varsity Men’s Golf Team. He joined Morgan Stanley in the summer of 2017 after spending 6+ years at another firm as both a financial planning associate and a wealth management advisor.
Originally from the Philadelphia suburbs, Kevin lives in the Lehigh Valley with his wife, Jackee, their daughter, Scarlett and dog, Maverick. Kevin is an avid reader, enjoys playing golf, fly-fishing and is also a registered beekeeper in the state of Pennsylvania.
Kevin graduated with honors from the University of Pennsylvania with a degree in Philosophy, Politics, and Economics where he was also a 4-year letter winner and Captain of the Varsity Men’s Golf Team. He joined Morgan Stanley in the summer of 2017 after spending 6+ years at another firm as both a financial planning associate and a wealth management advisor.
Originally from the Philadelphia suburbs, Kevin lives in the Lehigh Valley with his wife, Jackee, their daughter, Scarlett and dog, Maverick. Kevin is an avid reader, enjoys playing golf, fly-fishing and is also a registered beekeeper in the state of Pennsylvania.
Securities Agent: MA, KS, CT, WI, OH, RI, MN, NV, IL, DE, AZ, NH, CA, NJ, WY, VT, MO, MI, FL, CO, TX, PA, HI, DC, UT, TN, OR, WV, SC, IN, WA, VA, NY, GA, NC, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1728994
NMLS#: 1728994
About Samuel Levin
Securities Agent: TX, IA, FL, MO, DC, OH, NJ, WA, CT, CA, AL, VA, MA, NY, NC, UT, PA, OR, HI, WV, TN, MD, DE, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1956590
NMLS#: 1956590
About Tatiana Fried
Tatiana joined Morgan Stanley in the spring of 2020 after graduating summa cum laude from Drexel University’s LeBow College of Business and Pennoni Honors College with a degree in finance and a minor in accounting. While attending Drexel, she was a financial analyst for the Drexel Endowment Fund, an active participant in the Dean’s Student Advisory Board, a teaching assistant for six courses, and took part in several theater productions.
In 2021, she completed her MBA with concentrations in finance and strategic technology & innovation management (STIM) in Drexel University’s LeBow College of Business, graduating summa cum laude. Her focus is mainly on investment management and creating customized client solutions. She was born in Philadelphia and currently lives in Bucks County, PA with her two pets. In her free time, she loves seeing local theater and dance productions and traveling.
NMLS # 2515210
In 2021, she completed her MBA with concentrations in finance and strategic technology & innovation management (STIM) in Drexel University’s LeBow College of Business, graduating summa cum laude. Her focus is mainly on investment management and creating customized client solutions. She was born in Philadelphia and currently lives in Bucks County, PA with her two pets. In her free time, she loves seeing local theater and dance productions and traveling.
NMLS # 2515210
Securities Agent: WY, WV, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 2515210
NMLS#: 2515210
About Christy E. Bravo
Christy E. Bravo is an Assistant Vice President with the CES Group. She joined the team in 2017 with 10 years of experience at Morgan Stanley. Christy believes that maintaining strong client relationships with excellent personal service is the very foundation of her career.
Christy began her career in the financial services industry in 2005 with an independent firm in Arizona where she worked as the client relationship manager. Christy worked directly for the President of the company assisting with any and all client-related matters.
Education and Specialized Training
Obtained Financial Planning Specialist designation in 2019*
Series 7 General Securities License
Series 66 Registered Investment Advisor Representative
Bachelor of Science, Justice Studies, Arizona State University
State Registrations
*Disclaimer: This role cannot solicit or provide investment advice.
AL, AR, AZ, CA, CAIA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PAIA, RI, SC, SD, TN, TX, TXIA, UT, VA, VT, WA, WI, WV, WY
Christy began her career in the financial services industry in 2005 with an independent firm in Arizona where she worked as the client relationship manager. Christy worked directly for the President of the company assisting with any and all client-related matters.
Education and Specialized Training
Obtained Financial Planning Specialist designation in 2019*
Series 7 General Securities License
Series 66 Registered Investment Advisor Representative
Bachelor of Science, Justice Studies, Arizona State University
State Registrations
*Disclaimer: This role cannot solicit or provide investment advice.
AL, AR, AZ, CA, CAIA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PAIA, RI, SC, SD, TN, TX, TXIA, UT, VA, VT, WA, WI, WV, WY
About Colleen Gibbons
Colleen joined Morgan Stanley in 2011 after working in Compliance for 3 years at LPL Financial in San Diego. She is graduated magna cum laude from Loyola University, Maryland with a BA in Finance. Colleen is originally from Bucks County, PA and currently resides in City Center Philadelphia. In her free, time Colleen enjoys traveling, reading, and spending time with her family.
Licenses:
Series 7
Series 66
Registered in all states
Licenses:
Series 7
Series 66
Registered in all states
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The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
James Fitzgerald
Senior Vice President, Financial Advisor
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Wealth Management
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Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The CES Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley’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.
5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
6Morgan 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.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley’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.
5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
6Morgan 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.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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), 3582895 (6/2024)
