Barbara J Clarke, CDFA®, CFP®, CIMA®
Executive Director, Financial Advisor, Senior Portfolio Management Director
Phone:
(609) 844-7912(609) 844-7912
The Clarke Group at Morgan Stanley
Direct:
(609) 844-7912(609) 844-7912
Toll-Free:
(800) 659-0650(800) 659-0650
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
The Clarke Group is a wealth management team with Morgan Stanley based in Lawrenceville, New Jersey. We function as a true team. All clients are assured of having a direct and ongoing relationship with all members of the team as we deliver the full range of wealth management solutions that Morgan Stanley has to offer.
As a team and individually, we are guided by our code of conduct:
First - do the right thing, and make sure you’re doing it for the right reasons.
Then, do it the right way.
We provide true, comprehensive wealth management services with high levels of personal integrity and a dedication to excellence in all that we do, whether in face-to-face client meetings or behind the scenes.
What truly sets us apart from other advisors – even from other wealth management advisors – is our dedication to our clients. We are invested in the wellbeing of our clients, and this imparts meaning and purpose to the work that we do for them. We understand what each client’s portfolio means to them, and we bring the care, skill, judgment, time and responsibility to the process on behalf of each and every individual we serve. From the initial consultation with prospective clients to multigenerational relationships that span more than 30 years.
Our client relationships are strong; our investment philosophy is highly evolved; our quality controls are robust, and our skill set is advanced. As a result, our client satisfaction and client retention are both extremely high, reflecting our quest to create consistently successful client outcomes.
As a team and individually, we are guided by our code of conduct:
First - do the right thing, and make sure you’re doing it for the right reasons.
Then, do it the right way.
We provide true, comprehensive wealth management services with high levels of personal integrity and a dedication to excellence in all that we do, whether in face-to-face client meetings or behind the scenes.
What truly sets us apart from other advisors – even from other wealth management advisors – is our dedication to our clients. We are invested in the wellbeing of our clients, and this imparts meaning and purpose to the work that we do for them. We understand what each client’s portfolio means to them, and we bring the care, skill, judgment, time and responsibility to the process on behalf of each and every individual we serve. From the initial consultation with prospective clients to multigenerational relationships that span more than 30 years.
Our client relationships are strong; our investment philosophy is highly evolved; our quality controls are robust, and our skill set is advanced. As a result, our client satisfaction and client retention are both extremely high, reflecting our quest to create consistently successful client outcomes.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1200 Lenox Dr.
Ste 300
Lawrenceville, NJ 08648
US
Direct:
(609) 844-7912(609) 844-7912
Toll-Free:
(800) 659-0650(800) 659-0650
Fax:
(609) 419-3179(609) 419-3179
Meet The Clarke Group
Norah J Sheridan, CFP®, CIMA®
Vice President, Financial Advisor
Phone:
(609) 844-7962(609) 844-7962
Shara E. Motola
Registered Client Service Associate
Phone:
(609) 844-7956(609) 844-7956
About Barbara J Clarke
Barbara Clarke is directly responsible for investment strategy, portfolio performance and financial planning services. She has been a wealth manager in the Princeton area since 1981, including nearly 20 years with Merrill Lynch. Her title with the firm is Senior Portfolio Management Director; Executive Director – Wealth Management, and International Client Advisor. She is a Certified Financial Planner as well as a Certified Investment Management Analyst®. Barbara is ultimately responsible for all aspects of our clients’ experience with the firm.
Securities Agent: ME, MA, KY, GA, NJ, CT, SC, FL, PA, NC, MT, MD, IL, MO, NY, CA, VA, NH, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
About Norah J Sheridan
Norah Sheridan is a Vice President – Financial Advisor with the firm, and is also a Certified Financial Planner. She has over seventeen years of direct industry experience, including three at Merrill Lynch and fourteen with The Clarke Group. Her responsibilities include implementation of client investment strategies; investment research and analysis, and client portfolio reviews.
Securities Agent: SC, NJ, NH, MT, VA, NC, MO, MD, KY, CT, GA, PA, NY, ME, MA, CA, IL, FL, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
Contact Barbara J Clarke
Contact Norah J Sheridan
Wealth Management
Global Investment Office
Portfolio Insights
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
Are You Prepared for Tax Day?
Article Image
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
Article Image
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
Article Image
Ready to start a conversation? Contact The Clarke 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.
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
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)