Welcome

Morgan Stanley Private Wealth Management is dedicated to ultra high net worth individuals, their families, trusts and foundations. By earning trust, delivering performance, and providing advice founded on a culture of excellence, we are devoted to helping our clients preserve and grow their financial, family, and social capital. We cover virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Capabilities
  • Investment Management
  • Hedging Strategies
  • Comprehensive Wealth Planning
  • Corporate Stock Plans
  • Pre-Liquidity Planning
  • Manager Selection
  • Proprietary Investment Opportunities
  • Sustainable & Responsible Investing
  • Risk Management
  • Philanthropy Management
  • Family Governance & Wealth Education
  • Corporate Services
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

100 Front St.
Suite 600
West Conshohocken, PA 19428
US
Direct:
(215) 963-3812(215) 963-3812

Meet The Coulson van Arkel Group

About Me

Frank has been in the wealth advisory business since 1998. Frank is an Executive Director at Morgan Stanley within their Private Wealth Management group working with the firms most important relationships including successful executives and entrepreneurs, their families, trusts and foundations. Prior to joining Morgan Stanley in 2014, he was a Director in Barclays Wealth Management Group for more than 14 years working with individuals, family offices and institutions with asset management, portfolio construction, concentrated equity positions, banking needs and investment solutions both in New York and Philadelphia. He started his career at Goldman Sachs in their Private Client Services Group in the New York City offices. Frank earned a B.A. in Economics from the University of Vermont. He studied in their Kalkin School of Business and focused on applied economics. Frank has volunteered on a variety of committees including the Franklin Institute, Philadelphia Zoo, Devon Horse Show, Philadelphia Anglers Club (Board Member) and the Academy of Natural Sciences of Philadelphia. Through the Morgan Stanley Volunteer Match program Frank is an active participant in the Philabundance Hunger Relief Center program. Frank and his wife Lesley live in Devon, PA with their three children.
Securities Agent: PA, WV, VA, NY, NJ, MI, MD, MA, IL, GA, FL, DE, DC, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1297876

About Me

Gerry started in the Investment Advisory business in 1983, and has held senior positions as a portfolio manager and senior private client advisor working with families, family offices, corporations, endowment funds. Prior to joining Morgan Stanley, he was a Senior Portfolio Manager at U.S.Trust and  Wilmington Trust (member of the Investment Implementation Committee). Gerry then joined Barclays Wealth Management as a Director, in 2010. For over 30 years, he has worked with clients on their portfolios and asset allocation. Gerry earned a B.A in Economics from Swarthmore College.   He has been involved with many Philadelphia institutions including The Haverford School, Swarthmore College and the Barnes Foundation.  Gerry and his family live in Haverford, PA.
Securities Agent: PA, NY, NJ, MT, MI, IL, GA, FL, CA; General Securities Representative; Investment Advisor Representative

About Me

Heather started in the financial industry with Morgan Stanley in 2009.  Upon joining the Coulson/ van Arkel team, she transitioned into the Private Wealth Management division of the firm. She received a B.S. in Supply Chain Management within the Smeal College of Business  at The Pennsylvania State University. She holds NASD series 7 and 66 licenses. Heather recently ran the Blue Cross Broad Street Run for the third time. She resides in the Washington Square West neighborhood of center city Philadelphia.
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

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