The Groetsch Fiore Group at Morgan Stanley

David Groetsch has been a financial advisor with Morgan Stanley since 1995, focusing on providing financial solutions for individuals, their families, and businesses. Dave works from an extensive knowledge base built on decades of experience and training. Dave takes the time to understand client goals and uses the vast resources and intellectual strength of Morgan Stanley to help clients navigate the complex world of finance and investments.

Dave attended Westminster College in Pennsylvania and received his MBA from the University of Pittsburgh. He holds a CFP^® (Certified Financial Planner) designation, which recognizes knowledge in the areas of financial planning, taxes, insurance, estate planning, and retirement.

Dave is a Chartered Retirement Plan Specialist (CRPS^®), a designation offered to financial professionals who wish to implement and manage retirement plans for businesses. The CRPS^® designation enables Dave to utilize a wide range of retirement plans such as SEP, SIMPLE, 401(k) and more to match desired retirement outcomes. Dave is also a Corporate Retirement Plan Director, a designation recognizing individuals who focus on helping corporate clients manage their retirement plans. Only 2% of Morgan Stanley advisors hold the Corporate Retirement Director designation.

Dave resides in Sewickley, PA with his wife Julie and their three children. Dave enjoys spending time with his family and friends, studying history, playing golf, exercising, and being involved with youth basketball. Dave currently serves on the boards of the Baierl Family YMCA and the North Allegheny Basketball Association.

Through my 38 years of experience as a Wealth Advisor and Certified Financial Planner, and from working in my father’s business as a child, I acquired a strong work ethic and developed a keen awareness of the importance of becoming financially independent.

My first job after graduating from Duquesne University with a Bachelor of Science in Business Administration was in the insurance industry. I then joined Shearson Lehman Brothers in 1983 as a financial advisor, and through various mergers what was once Shearson Lehman became Morgan Stanley.

Over the years, I have worked to develop a reputation of trust, intuition, and accomplishment, by working closely with clients helping them face a variety of financial challenges. My clients include multigenerational families, businesses, and institutions such as endowments, foundations, and fraternal insurance companies. The work I do for my clients can range from designing income strategies for retirees and dealing with challenging life transitions such as divorce, to helping institutions preserve and grow their investment portfolios.

In almost four decades of helping clients through multiple bear markets, I’ve gained the wisdom to understand that while we can’t predict which way a market will go, we can take advantage of investment strategies and professional portfolio management that can potentially minimize volatility and risk.

As a Certified Financial Planner, I am a member of the Association of Professional Investment Consultants. I am also a member of the Investments and Wealth Institute where I earned the coveted Certified Investment Management Analyst (CIMA) designation.

When not helping clients, I enjoy spending time with my daughter and serving my community. Currently, I serve on the boards of St. Lucy’s Auxiliary to the Blind and Bishop Canevin High School. Additionally, I am the chairperson of the Children’s Hospital Drive for the Fraternal Societies of Greater Pittsburgh, a city I am proud to call home.

2012-2013 & 2015-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2013 & 2015-2022) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 10/7/11 - 4/19/12
2013 Award - 10/7/12 - 4/19/13
2015 Award - 10/7/14 - 4/19/15
2016 Award - 10/7/15 - 4/19/16
2017 Award - 9/27/16 - 4/11/17
2018 Award - 9/28/17 - 4/17/18
2019 Award - 9/17/18 - 4/12/19
2020 Award - 9/16/19 - 4/10/20
2021 Award - 9/7/20 - 4/23/21
2022 Award - 9/27/21 - 3/25/22
https://www.morganstanley.com/disclosures/awards-disclosure.html

Melissa is a Registered Associate that has been with Morgan Stanley since 2019. Melissa had the opportunity to start working with David in 2019, and has not looked back. She ensures a seamless client experience by facilitating a smooth account opening and transfer process and partners with David to address more complex client issues. While Melissa is often the first line of contact for our clients, she also coordinates our operational responsibilities and preparedness.

Melissa currently holds her FINRA Series 7, Series 63 and Series 66 licenses. She began her career in the financial services industry in 2005 and holds a Bachelor’s Degree in Print Journalism from Pennsylvania State University. Prior to working at Morgan Stanley, Melissa worked at regional banks in the Pittsburgh area.

Melissa was born and raised in the Fayette County area and currently lives in Connellsville, PA with her husband. In her free time, Melissa enjoys racing cars and attending Penn State football games.

Matt is a Senior Registered Associate with Morgan Stanley in Pittsburgh. He joined the firm in 2013 after earning a B.B.A. in Business Economics from Ohio University, and is Series 7 and Series 66 licensed.

Matt provides multifaceted administrative and operational support through helping to deliver a high level of service to meet the sophisticated needs of the group's clientele.

Matt currently resides in the South Hills with his wife, Allison. In his free time, he enjoys maintaining an active lifestyle, exploring the outdoors, spending time with his family and friends, and traveling.