About Us

We believe that managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals.     As Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue.     Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Planning for Individuals with Special Needs3
  • Estate Planning Strategies4
  • Long Term Care Insurance5
  • Sustainable Investing6
  • Wealth Management7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

We believe that working as a team helps to provide you with access to the most appropriate solutions, and helps to ensure that you benefit from the highest levels of service. While we bring complementary skills and perspectives to our clients, we also share a commitment to responding to your needs promptly, professionally and thoroughly. Our goal is to earn your confidence not only through the quality of solutions we provide to you, but also the excellence with which we deliver them.

    Location

    221 W Philadelphia St
    Ste 301
    York, PA 17401
    US
    Direct:
    (717) 852-4120(717) 852-4120
    Toll-Free:
    (800) 343-5235(800) 343-5235

    Meet The Evergreen Valley Group

    About Me

    Michael N. Washburn
    Financial Advisor
    Financial Planning Specialist
    717-852-4125
    michael.n.washburn@morganstanley.com

    Michael began working at Morgan Stanley in 2009. Prior to joining the Firm, he was a Business Development Manager for the Pennsylvania State Employees Credit Union (PSECU). Michael focuses on building personalized financial plans for each of our clients. 

    Michael attained his Master of Business Administration from the University of Phoenix and his Bachelors in Business and Economics from West Virginia University.  Michael has served on the Lower Allen Township Planning Commission since 2013 and he is passionate about volunteering with various nonprofit organizations within the local community.  His free time is spent enjoying the outdoors with his wife Lana and their two children.
    Securities Agent: TX, PA, WI, VA, TN, SC, OH, NY, NJ, NC, MS, MI, ME, MD, MA, KY, IN, IL, HI, GA, FL, DE, DC, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
    NMLS#: 1717486

    About Me

    Thomas I. McIlwee
    Financial Advisor
    Financial Planning Specialist
    NMLS# 1700780
    717-852-4134
    thomas.mcilwee@morganstanley.com

    Tom’s career at Morgan Stanley started in 2011. His background includes four years of service in the United States Marine Corps prior to majoring in Business at York College of Pennsylvania. Tom joined the Evergreen Valley Group at Morgan Stanley in 2014 and focuses on financial planning. He also has a personal interest in assisting families with special needs planning.
    Tom serves as a Board Member for the East Berlin Veterans of Foreign Wars, and is actively involved with the Marine Corps League and the Scouts BSA. Tom resides in Adams County with his wife Jen and their three children.
    Securities Agent: PA, WV, WI, VA, TX, TN, SC, OH, NY, NV, NJ, NC, MI, ME, MD, MA, KY, KS, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1700780

    About Me

    Melissa Stottlemyer
    Wealth Advisory Associate
    717-852-4120
    melissa.stottlemyer@morganstanley.com

    Melissa joined the Evergreen Valley Group in the spring of 2013. Prior to Morgan Stanley she worked for six years in the financial services industry and has background in organizational management with a “Fortune 50” company. In addition to overseeing the day-to day operations, Melissa utilizes her experience to assist the team in proactively reaching out to clients, assisting in client meetings and preparation, and holding the team accountable to providing an exemplary customer service experience.

    Melissa attained her Bachelor of Science degree in Business Administration from Lock Haven University in 2002. She resides in York County with her husband Jason and their two young sons.
    Securities Agent: AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, NC, NJ, NV, NY, OH, PA, TN, TX, VA, WI; Investment Advisor Representative; General Securities Representative

    About Me

    Wendy Flax
    Senior Client Service Associate
    717-852-4110
    wendy.flax@morganstanley.com

    Wendy has been with Morgan Stanley and its predecessor firms since 1996. She joined the Evergreen Valley Group in March of 2018.  As a Senior Client Service Associate Wendy leverages her extensive background to enhance the client experience by providing exceptional client service, assisting in safeguarding client assets, and serving as administrative and operational support for the team.

    Wendy lives in Gettysburg with her husband Jon.  Together they enjoy spending time with her grandchildren, attending concerts, and gardening.
    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    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
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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    Morgan Stanley and Justin Rose: A Winning Team

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    Your Financial World. On the Go.

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    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact The Evergreen Valley Group today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    2Morgan 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.

    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 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.

    5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    6The 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.

    7Morgan 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.

    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 suitable 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”) 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.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


    CRC 2019752 10/2018