Our Story

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Services Include
  • Asset Management1
  • Financial Planning2
  • Lending Products
  • Estate Planning Strategies3
  • Executive Financial Services4
  • Cash Management5
  • 529 Plans6
  • Structured Products7
  • 401(k) Rollovers
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working with You

  • Dedication
    Our goal is to have clients know that we are truly dedicated to providing them with the direction, resources and information needed to help make their investments work for them.
  • Genuine Interest
    Our clients choose us because we have a genuine interest in their success. For us, it’s about building long-term relationships and seeing ongoing growth. We often see a single client, become a multi-generational relationship. There are few things more rewarding than a client referral within their own family.
  • Your Success
    We strive to offer our clients the finest thinking, products and strategies to help them achieve their specific financial goals. When we work together, our clients benefit from personalized advice, objective guidance and dedication to their success as an investor. With Morgan Stanley’s renowned global resources, we can develop and maintain an optimal investment strategy to help address the entirety of our clients’ financial lives.

Our Philosophy

  • Careful Planning
    Careful planning is paramount to achieving wealth management objectives. Whatever the goals – from sending children to college and retiring comfortably to passing a hard-earned estate to loved ones – we will strive to thoroughly assess the situation and help determine which strategies are right for each client.
  • Effective Management
    At the Glackin Group, we know that effective wealth management is more than simply directing investments. It begins with a holistic understanding of who our clients are and the financial forces in their life. With the stability and distinctive resources of Morgan Stanley coupled with the knowledge and experience of our diverse team, we strive to build a reputation of excellence.
  • Building a Unique Legacy
    Estate planning typically brings together many dimensions of life: personal, family, financial and philanthropic. We work to understand the connections between our clients’ lives and legacy goals and work with their accountants and attorneys to help develop a strategy to position their portfolio appropriately.

Our Focus

  • Long-Term Wealth Management
    When you look at wealth management from a long-term perspective, one thing becomes clear: it’s about the future, not just money. Over time, we can help our clients navigate challenging markets, providing a disciplined sense of focus on what’s most important — progress toward financial success.
  • Investment Strategies
    Morgan Stanley is one of the industry leaders. The Glackin Group is the gateway to the strength and resources of this renowned, customer focused firm and Morgan Stanley’s award winning global research. Our focus is providing our clients with sound financial advice, integrated holistic solutions and investment intelligence from around the globe. We will help develop a strategy that reflects our clients’ lifestyles, cash flow needs, risk tolerance and aspirations for their families. Over time, we can help navigate challenging markets, providing a disciplined focus on what’s most important - our clients’ goals.

Timely Articles

Please click below to view additional information on the following topics:

Location

1650 Market St
42nd Fl
Philadelphia, PA 19103
US
Direct:
(215) 963-3880(215) 963-3880
Toll-Free:
(800) 233-1414(800) 233-1414

Meet The Glackin Group

About Me

As a Financial Advisor and Portfolio Manager for more than 31 years, all with Morgan Stanley, Charles has developed a fundamentally based practice that is both valued and relied upon by the Glackin Group client base at Morgan Stanley. His focus is on both equity and fixed income research, portfolio hedging strategies, investment allocation modeling and new business planning and development.

Charles is very committed to and highly values the concept of long term relationships and their application in the realm of investment advisory and management. He strives constantly to deliver exceptional client service. Through his vast experience he is exceptionally qualified to help in identifying a client’s investment goals and objectives and then seeks to develop a comprehensive strategy to achieve the desired results.

An alumnus of both Temple University (BS Finance) and West Chester University (BA Governmental Affairs), Charles also holds many professional and firm designations in the business of investment management.

He is an avid golfer and competes regularly on the amateur level. A novice collector of automobiles and enjoys traveling. He is married to his wife Christina and they have one son, James.
Securities Agent: PA, VA, OR, OH, NY, NJ, NH, NC, ME, MD, KY, IL, GA, FL, DE, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1282782

About Me

As a Financial Advisor, he directs the team’s asset allocation strategies tailored for each client as well as researches both equity and fixed income investment selections, provides research and analysis for client reviews and implements suitable investment styles for clients.  Kevin joined Morgan Stanley* in 2000 and holds an MBA in Finance and an undergraduate degree from Rowan University.  He holds the professional licenses of Series 7, 63, 65, Life & Health Insurance and Managed Futures. 

Kevin and his wife Dana have 3 daughters, Kaitlyn, Mia, and Maggie.  They reside in Springfield, Delaware County.
Securities Agent: PA, VA, OH, NY, NJ, NH, NC, MD, KY, GA, FL, DE, CO, CA; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1282575

About Me

Patty has used her 30 years in the financial industry servicing clients on many aspects of their investment and financial needs.  As part of the Glackin Group, Patty works with individuals to help establish an investment foundation and then discusses the needs of insurance, education preparation, retirement planning to estate planning strategies. She has access to banking and lending services.  Patty discusses the fears of investing many investors can have and works to ease those fears by addressing the various issues at hand.  The goal is to develop the “Sleep Factor” the comfort of knowing the issues are being addressed.  The belief that a Financial Advisor is the advocate for their Client is the foundation of the Glackin Group’s practice. 

Having graduated from West Chester University in Pennsylvania, Patty’s degrees are in Business and Political Science.   She loves to travel, read and spend time with family and friends.
Securities Agent: PA, VA, OH, NY, NJ, NH, NC, MD, KY, GA, FL, DE, CO, CA; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1282770
From Our Team

An Overview of 2017 Tax Legislation


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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

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
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
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
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
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
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 Glackin Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

2Morgan 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.

3Morgan 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.

4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

7Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

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.

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.


CRC 2019752 10/2018