The Dalton Group at Morgan Stanley

Stephen started his career as a financial advisor at Butcher and Singer in 1985. He later joined Smith Barney with his eldest brother James in 1998. Stephen is firmly committed to long term relationships and strives to deliver exceptional client service. He listens carefully to their goals, values, aspirations and concerns; based on this input, he then works attentively to help them in achieving their financial objectives. 

Working closely with you, Stephen will develop an investment strategy focused clearly on your objectives—one that reflects your lifestyle expectations, cash flow needs, risk tolerance and aspirations for your family. From there, he will help you build a portfolio informed by the resources and insight available from Morgan Stanley*, one of the world's largest financial firms. 

When you look at wealth management from a long-term perspective, one thing becomes clear: it's your future, not just your money. And over time, Stephen can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what's most important—your progress toward your goals.

Stephen has the knowledge and experience necessary to manage investments on an ongoing fully discretionary basis, while providing objective advice on critical financial matters. Stephen graduated from Penn College in 1978 and is a fully licensed investment advisor for over 27 years. 

In his spare time, Stephen enjoys the outdoors and spending time with his five children. He and his wife, Teresa, have been married for more than 28 years. They have live in Lewistown, Pennsylvania for most of their life. Stephen is also an active member of Knight of Columbus for over 20 years and Aircraft Owners and Pilots Association for over 7 years. Stephen is life long parishioner of Sacred Heart of Jesus Catholic Church in Lewistown, PA.

Brodie Dalton came into the industry and began working with his family, The Dalton Group at Morgan Stanley in 2011.  He is Certified Financial Planner ™ who focuses on helping business owners and families prepare for their financial future. Discussing individual goals and implementing a game plan of action is often a starting point while tracking and adjusting for changes in life as necessary. Brodie’s focus is to connect with you on a personal level and develop a long term relationship that spans decades into the future.


Brodie received a Bachelor of Science degree in Accounting and in Business Administration from Lock Haven University of Pennsylvania.  He currently resides in State College with his wife, Whitney and three boys. They all enjoy the outdoors, attending sporting events, and volunteering in their spare time.

Brodie is an active member of the State College Downtown Rotary Club and was the club President for the 2020-2021 year. He thoroughly believes in helping others and giving back to the community in any way possible.

Amy Dalton is a First Vice President Financial Advisor working with the Dalton Group, a wealth management team located in State College, PA. Amy’s focus is to help empower, educate, and engage the clients she works with so they feel comfortable and confident when making financial decisions. Amy’s role is to help you by using your wealth to achieve what is most important to you. This could mean providing an education to children and grandchildren, buying a vacation home, meeting the special needs of a family member, retiring ten years early — the list is endless, and the decision is uniquely your own. Amy will work with you to translate your goals into specific investment objectives and personalized investment strategy. And then, drawing on the team’s experience — and perspective informed by the insight and resources of one of the world’s largest financial firms — She will structure a portfolio for you, executing and refining that strategy to help bring you closer to your definition of investment success. As a family team, we bring a distinct perspective to complex, multigenerational challenges of managing significant wealth. We understand the joys and the stresses of working alongside your children, siblings, and parents, and how those roles evolve over time. When we speak about wealth transfer, family business succession, and other issues that are central to building an enduring legacy, we’re hyper-aware of its importance to you. We know that the key to successful wealth and accumulation is not about the importance of its absolute number, but more about the people whose lives it touches.

Amy started her career at Smith Barney in Harrisburg, PA and has been with the legacy firms since 2001. In 2004, she relocated to DC and worked as a Consulting Group Analyst for Graystone Consulting, an institutional platform at Morgan Stanley. Amy worked in this role for 6 years and was responsible for both investment analysis and performance reporting, technical issues, and accounting services. Amy was an advocate for the Graystone teams and their clients by understanding and representing their views, priorities, and opinions on key operational and accounting issues. While there, Amy received the 2008 Association of Professional Investment Consultants Pat Nicholson Award for outstanding service and accomplishments as a technical analyst. In 2009, Amy was awarded the Consulting Group Technical Analyst of the Year for her dedication and innovation in enhancing client reporting and portfolio analysis. Amy completed the Financial Advisor Associate program as a Pacesetter in 2013. Also in 2013, Amy joined the National and Regional Training Officer teams and oversaw the Financial Advisor Associate and Wealth Advisor Associate Programs. In 2018, she was promoted to the role of Associate Complex manager in Western NJ supervising Harding, Morristown, Flemington, and New Brunswick offices. Central and Western NJ Complexes merged in 2019 and Amy relocated to New Brunswick NJ to oversee the New Brunswick office. In 2022, Amy took an opportunity to relocate to Camp Hill, Pennsylvania as a branch manager before returning to the State College office as a Financial Advisor with The Dalton Group.

Amy graduated from Susquehanna University in 2004 with a Bachelor of Science in Business Administration with emphasis in Finance and a Minor in Economics.

Amy lives in State College, PA and in her spare time enjoys volunteering, playing golf, watching sports and working out.