Managing Your Wealth, Making a Difference

We believe true wealth is not only about money; it’s also about your life and the people you care about most. Whether you’re a busy parent balancing family and career, newly married or divorced, or managing the care of an adult parent or special needs child, there are relationships, interests and passions that bring you joy. These vital elements of your life need to be at the heart of your wealth management plan.

With a combined experience of over 30 years, we have been helping financially successful individuals and their families achieve their personal and professional goals through the development of long-term relationships and by continually aligning their goals and values with a custom-tailored financial plan. Over the course of our careers, we have learned that every client’s circumstances and resources are unique and require a personalized approach.

With an emphasis on education and a commitment to outstanding service, we are dedicated to helping you understand your total financial picture. Our goal is simple: To provide objective, high quality financial advice to empower you with a level confidence, so you can spend less time worrying about your finances and more time doing those things that matter most to you and your loved ones. In essence, we help you change your life for the better.

Getting started is easy. It begins with a conversation. We look forward to speaking with you soon.
Services Include
  • Sustainable Investing1
  • Endowments and Foundations2
  • Philanthropic Services
  • Alternative Investments3
  • Cash Management4
  • Divorce Financial Analysis5
  • Estate Planning Strategies6
  • Fixed Income7
  • Life Insurance8
  • Planning for Individuals with Special Needs9
  • Professional Portfolio Management10
  • Retirement Planning11
  • Wealth Consulting
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Involvement

Here at The Green Team, our commitment to helping clients achieve their financial goals and aspirations is equaled only by our dedication to our families and our local communities surrounding the Greater Philadelphia area.

Through a variety of collaborative efforts, we are deeply engaged in creating a better and brighter future for our communities. Our partnership with various organizations supports important initiatives and causes, ranging from human rights and healthcare to athletics and the arts.

Morgan Stanley’s culture of global citizenship is something we embrace locally by leveraging our global resources in the communities where we do business. The firm invests in children’s health initiatives along with education, diversity and cultural programs that better our people and society. We are proud to be members of the Morgan Stanley family and carry on the firm’s 80+ year tradition.
Collectively and individually, we serve a number of vital organizations that include:
  • ASPCA
  • Audubon Society
  • Bicycle Coalition of Philadelphia
  • Chester County Food Bank
  • Disabled American Veterans
  • Friends of Valley Forge
  • March of Dimes
  • Nature Conservancy
  • Philabundance
  • Red Cross
  • Sustainable Business Network
  • Walnut Club of Philadelphia
  • Women’s Way

Working With You

We come to work every day devoted to earning your trust and making a real difference in your life. To that end, we are focused on the following core values that underscore our commitment to an exceptional client experience:
  • INTEGRITY
    Every decision we make will be focused on doing the right thing for you. We simplify your financial life, offering the best solutions for your consideration with unbiased, objective advice.
  • CARING RELATIONSHIPS
    We focus on building deep and longstanding relationships. We do this by working with a select group of individuals, families and organizations. This enables us to dedicate the time, attention and personalized service each deserves.
  • INVESTING WITH IMPACT
    Our platform offers a thoughtful approach for those seeking to invest more deliberately towards social and environmental improvement without sacrificing financial performance potential. It represents an important component of our strategic thinking, setting us apart from traditional advisors
  • A TEAM APPROACH
    We believe you are entitled to the best advice possible. As a result, we have aligned ourselves with a group of highly skilled professionals whose number one priority is you. We work in tandem with your accountant, tax preparer and attorney to gain the precise knowledge needed to help you effectively manage all aspects of your wealth.
  • SERVICE EXCELLENCE
    We provide the personalized service you would expect from a small investment boutique along with the resources of a major global firm. Your satisfaction is our priority. When it comes to service, we go above and beyond the basics. No matter how simple or how complex your needs, we are always here to help.

Experience

With a complementary set of skills, knowledge and experience, we are a closely-knit team of seasoned professionals. We are innovative by nature, seeking out new capabilities to create greater opportunities for our clients. What’s more, we value loyalty to each other and to the individuals and families we serve every day. We have deep roots in our community and a deeper commitment to sustaining its character for future generations.

Our clients believe, as we do, in the importance of building a longstanding relationship with their wealth management team. They have grown to depend on our proactive, “high touch” service model that is specially designed to ensure every client feels like our only client.
Over the years, we have enjoyed sharing our knowledge and experiences with our clients, providing perspective and financial guidance as they take on new challenges. Committed to helping you grow and preserve your assets, we will work to earn your trust, so we may proudly be recognized as your financial family through every one of life’s important milestones.

    Clients

    Our clients are much more than a portfolio of assets – they are people with active lives, who seek a team of advisors who will provide thorough and objective guidance on a full range of financial topics. When you work with us, you will be treated with respect, care and an unwavering commitment to you and your family.

    While each client has a unique personal and professional situation, collectively they all have one thing in common: they are focused on achieving very specific financial goals, so they may secure their family’s financial future and pursue their personal passions.
    We strive to build deep and enduring relationships with our clients and have found we work best with individuals and families who favor:
    • A multi-generational view of family
    • A 360 degree view of your finances
    • A long-range focus on achieving your goals, not beating benchmarks
    • A conservative approach to investing
    • Open conversations about wealth planning and investment expectations
    Our clients include:
    • Multi-generational families
    • Corporate executives and business leaders
    • Women seeking guidance for themselves and their family
    • Retirees and individuals planning for retirement
    • Families planning for special needs individuals
    • Children and parents of current clients
    • Businesses and organizations focused on sustainability

    Location

    899 Cassatt Rd
    Ste 100
    Berwyn, PA 19312
    US
    Direct:
    (610) 408-1928(610) 408-1928
    Toll-Free:
    (800) 221-8496(800) 221-8496
    Fax:
    (610) 408-1908(610) 408-1908
    2 Town Place
    Suite 100
    Bryn Mawr, PA 19010
    US
    Direct:
    (610) 542-2940(610) 542-2940

    Meet The Green Team

    About Me

    Stephanie began her career in 1987 as a manager at the New York Stock Exchange. In 1992, she moved to Japan, becoming certified by the government in the Japanese language. Upon returning home, she spent the next decade in a number of senior analyst and portfolio management roles for such companies as Dreyfus and Provident Capital Management. Following 9/11, she shifted her practice to build more personal relationships with individuals and families, sharing her wealth of institutional knowledge and experience to make a real difference in their lives. What sets Stephanie apart is her commitment to "impact investing," where she aligns her clients’ finances with their overall mission, using appropriate strategies to help them achieve their specific goals. A strong believer in giving back, Stephanie is active in many organizations. She is a founding member of the Walnut Club of Philadelphia and has been on the board of Morgan Stanley’s Women’s Advisory Council for the Greater Philadelphia Complex since 2015. Stephanie also served as a Judge for The Kellogg-Morgan Stanley Sustainable Investing Challenge in 2018.
    Securities Agent: TX, PA, VA, NY, NJ, MD, MA, FL, DC, CT, CO, CA; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 534114

    About Me

    Upon graduating from Penn State University, Lauri began her career in financial services at Northwestern Mutual in 2008. Since then, she’s had the opportunity to expand her wealth management and asset protection skills, working at such firms as New York Life, Wells Fargo Advisors and USAA. Recognizing her true passion for wanting to help people solve their financial challenges, Lauri joined Morgan Stanley to work more directly with clients and address their specific needs. She is a candidate for CFP® certification and currently holds her FINRA Series 6, 7, 63 and 65 licenses, as well as her life, accident and health insurance licenses. Lauri's commitment to helping clients achieve their goals is equaled only by her dedication to her family and community. A member of the alumni associations for Penn State and the Academy of Notre Dame, she is also a volunteer with the Red Cross.
    Securities Agent: PA, VA, TX, TN, RI, OH, NY, NJ, NH, MD, MA, FL, DC, CT, CO, CA, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1030801

    About Me

    Susan has been in the financial services industry for 17 years. She joined Morgan Stanley in 2017 and holds the Series 7 and 66 licenses. Prior to working in the financial industry, Susan was the owner of a successful transcription company for 15 years. Susan holds a BS Degree in Marketing from Philadelphia University. She lives in Chalfont, PA with her husband, Paul, and their children, Matthew and Hannah.
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    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
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    • Asset Management
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    • Traditional Investments
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    • Impact Investing
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    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
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    Business Planning

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    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
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    Philanthropy

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    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
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    Ready to start a conversation? Contact The Green Team today.
    Market Information Delayed 20 Minutes
    1The 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.

    2Morgan 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, charitable giving, philanthropic planning and other legal matters.

    3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    4Morgan 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

    5Morgan 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.

    6Morgan 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.

    7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    9Morgan 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.

    10Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    11Morgan 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.

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    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.


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