Welcome

Helping you achieve financial success is our first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.

Gary R. Patterson, Financial Advisor and Patricia A. Eubank, Wealth Management Associate of the Haas-Compass Group at Morgan Stanley are located in the Palm Beach Gardens Florida office located at:

3801 PGA BLVD. Suite 700
Palm Beach Gardens, FL 33410
(561) 694 7041 or (800) 327 6187
Fax (561) 694 7073

Brian D. Isroff, Financial Advisor, Gloria A. Walas, Financial Advisor and Laura F. Sonderman, Financial Advisor of the Haas-Compass Group at Morgan Stanley are located in the Pepper Pike Ohio office located at:

31099 Chagrin Blvd. Suite 300
Pepper Pike, OH 44124
(216) 360 4900 or (800) 892 6126
Fax (216) 360 4990
Services Include
  • Municipal Bonds1
  • Planning for Individuals with Special Needs2
  • Qualified Plans
  • 401(k) Rollovers
  • Alternative Investments3
  • Annuities4
  • Asset Management5
  • Business Planning6
  • Business Succession Planning7
  • Estate Planning Strategies8
  • Executive Financial Services9
  • Lending Products
  • Retirement Planning10
  • Wealth Management11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Palm Beach, FL

Location

3801 PGA Boulevard, Suite 700
Palm Beach Gardens, FL33410

Direct: (561) 694-7041 
Toll Free: (800) 327-6187

    Location

    31099 Chagrin Blvd., 3rd
    Fl
    Pepper Pike, OH 44124
    US
    Direct:
    (216) 360-4900(216) 360-4900
    Toll-Free:
    (800) 892-6126(800) 892-6126

    Meet The Haas-Compass Group

    About Me

    Gary joined the firm in 1987 after spending 4 years with Shearson Lehman Mortgage as a Regional Coordinator.  Prior to that position, Gary was involved with real estate sales and management for Century 21 Castro Valley, CA.  Gary earned a BS in Psychology from the University of California, Santa Barbara in 1977.  He holds FINRA Series 3, 7, 63 and 65 licenses and is a licensed Life, Health and Variable Products agent in the states of Florida, Indiana, Ohio and Pennsylvania. Internally, he holds the designation of Financial Planning Specialist with Morgan Stanley.  This designation is awarded to those Financial Advisors who successfully complete the firm’s advanced financial and retirement planning training programs. This training program covers a wide range of topics including retirement planning, education planning, income and estate tax planning and investment planning. Gary’s knowledge and experience are an important component to our effort to serve our client’s financial and wealth planning needs.  Gary serves as the group’s business manager and he works with many of our clients with more complex portfolios to help them address their unique needs.  Gary lives in Juno Beach, Florida with his wife, Wendy, and they have 2 children.  He works out of the North Palm Beach Gardens, Florida office of Morgan Stanley.
    Securities Agent: FL, WY, WV, WI, WA, VT, VA, TX, TN, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MN, MI, ME, MD, MA, LA, KY, IN, IL, ID, IA, GA, DC, CT, CO, CA, AZ, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1285340

    About Me

    Brian joined the firm in 2006.  He came to the team after spending 12 years at National City Bank where, most recently, he was the President and Senior Managing Director of Sterling Private Investments, Inc., National City’s alternative investment subsidiary.  In that capacity, Brian led National City’s efforts in providing investors with access to top quality hedge, private equity and private real estate managers.  Prior to that position, Brian was a Vice President and Senior Attorney in the Law Department at National City Bank (where he acted as lead engagement counsel for all of National City’s Wealth Management units) and, before that, he was an attorney with the Cleveland, Ohio law firm of Arter & Hadden (practicing general corporate, securities, commercial finance and other transaction-related law).  Brian earned a BS in Economics and Finance from Miami University in 1985 and a JD from Cornell University Law School in 1988.  He holds FINRA Series 7 and 66 licenses and is a licensed Life and Variable Products agent in the states of Ohio and Florida.  Internally, he holds the designation of Financial Planning Specialist with Morgan Stanley.  This designation is awarded to those Financial Advisors who successfully complete the firm’s advanced financial planning training program. This training program covers a wide range of topics including retirement planning, education planning, income and estate tax planning and investment planning.  Brian’s knowledge and experience are an integral component to our effort to serve our client’s financial and wealth planning needs.  Brian is our lead portfolio manager and he focuses on asset allocation, security selection and planning issues for our clients.  He also leads our securities analytics and due diligence efforts as we endeavor to craft diversified portfolios for our clients and provide clients with open architecture access to some of the best money managers.  Brian lives in Solon, Ohio with his wife, Louise, and they have three children.  He is active with several local charitable organizations and he works out of the Pepper Pike, Ohio office of Morgan Stanley.
    Securities Agent: TX, OH, FL, WY, WV, WI, WA, VT, VA, TN, SC, RI, PA, OR, OK, NY, NV, NM, NJ, NC, MN, MI, ME, MD, MA, LA, KY, IN, IL, ID, IA, GA, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1364413

    About Me

    Gloria Walas is a First Vice President – Wealth Management and an experienced Financial Advisor at Morgan Stanley in the Pepper Pike office. Gloria is a skilled investment professional offering comprehensive wealth management services to private and institutional investors. With 36 years of industry experience, she has built and expanded her business through dedicated service as a Financial Advisor helping clients create and preserve wealth through a variety of financial services tailored to their needs. Gloria provides counsel in the development and implementation of corporate benefits programs, execution and maintenance of investment strategies for endowments, high net worth families and individuals. In addition, she provides counsel to fiduciary investors in the areas of financial planning, risk management, investment management, estate and tax planning strategies, retirement planning and portfolio management. 

    An Ohio native, Gloria earned her B.A. in Finance from Kent State University.  a member of the Association of Professional Investment Consultants. 

    Gloria has made a significant commitment to various charitable organizations in the Cleveland area. She serves on the Board of Trustees for the Big Brother/Big Sister Assocation, World Community Service Foundation, and is a member of the Hillcrest Rotary Club. In addition, she serves on the Planned Giving Counsel for the Hunger Network of Greater Cleveland and the Cleveland Museum of Art. Gloria also volunteers her time to Habitat for Humanity and as a member of The Children’s Guild. 

    Gloria’s family includes her husband Ray, and their daughters Lauren and Meryl.
    Securities Agent: OH, WY, WV, WI, WA, VT, VA, TX, TN, SC, PA, OR, OK, NY, NV, NM, NJ, NC, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, FL, DC, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1468423

    About Me

    Laura Sonderman, a CERTIFIED FINANCIAL PLANNER professional and experienced Financial Advisor with Morgan Stanley, and predecessor firms, since 1995, has built and expanded her business through dedicated service as a Financial Advisor to her clients. She has also held the role of Consulting Group Analyst for Morgan Stanley’s Consulting Group, delivering professionally managed investment strategies to institutional investors and private clients. Laura is a skilled investment professional offering comprehensive wealth management services to private and institutional investors in the areas of financial planning, risk management, investment management, estate and tax planning strategies, and retirement planning. With 22 years of experience, she plans and implements wealth management strategies designed to help clients build, preserve and transfer wealth. Laura is Series 7 licensed as Registered Representative in General Securities, Series 63 licensed as Uniform Securities Agent, and Series 65 licensed as Uniform Investment Adviser Representative by the North American Securities Administrators Association (NASAA). She is also Life, Accident and Health Insurance licensed in the state of Ohio. Laura has earned an A.A.S. degree in Accounting from York Technical Institute and a B.A.S. degree in Business Administration from Waldorf University. Laura volunteers in her free time as a member of The Children’s Guild, a non-profit organization whose purpose is to promote child welfare. She lives in Orange Village with her husband Patrick and daughters, Adelaide and Ava.


    Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.
    Securities Agent: OH, WY, WV, WI, WA, VT, VA, TX, TN, SC, PA, OR, OK, NY, NV, NM, NJ, NC, MN, MI, ME, MD, MA, LA, KY, IN, IL, ID, IA, GA, FL, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1475790

    About Me

    Ben joined the Morgan Stanley Hass-Compass Group in September of 2018 as a new Financial Advisor. He comes to the team after spending two years at Fisher Investments in Portland, Oregon where he was a Client Operation & Analysis Associate. Ben is a graduate of Miami University’s Farmer School of Business where he studied Finance. He is FINRA Series 7 General Securities licensed as well as Series 66 licensed (NASAA Uniform Combine State Law Examination). After completing the balance of his licensing and internal firm training, Ben will initially be involved in the research and analytics portion of our business and he will also provide support on client service, team operations and special projects. He lives in Cleveland, Ohio and he works out of the Pepper Pike office of Morgan Stanley.
    Securities Agent: OH, SC, PA, FL; General Securities Representative; Investment Advisor Representative

    About Me

    Patti joined the Haas Group in 1988. With 35 years of industry experience, she brings a wealth of knowledge and dedicated service to our team. She is FINRA Series 7 General Securities Licensed and Series 63 licensed as Uniform Securities Agent and also holds the designation of Financial Planning Specialist with Morgan Stanley.

    Patti leads the Haas Group’s administrative and operational service team in Palm Beach Gardens, FL. In addition, Patti is in a client facing role with an emphasis on marketing, client management and catering to the specific needs of our high net worth clients. She collaborates with the financial advisors in developing business plans and marketing strategies and she utilizes her knowledge and experience to help continually improve and streamline procedures for the team. Patti lives in Boca Raton, Florida with her husband Tim and has two grown daughters. She works out of the Palm Beach Gardens, Florida office of Morgan Stanley.

    About Me

    Rickita has been with Morgan Stanley since 2006 and joined the Haas Group in 2009. With 9 years of industry experience, she provides exceptional support and assistance to high net-worth clients of the team. She is responsible for administrative and operational support, retirement plan processing and account maintenance. She and our other senior client service associates work together to consistently improve our internal processes and procedures for the benefit of our clients.

    Rickita is FINRA Series 7 General Securities licensed and Series 63 licensed as Uniform Securities Agent. She received her Bachelor of Science in Business Management from Indiana Wesleyan University in 2011. Rickita lives in Cleveland, Ohio with her daughter, Kiera.

    About Me

    Jennifer joined the Morgan Stanley Hass-Compass Group in February of 2017. She has over five years of industry experience. She is FINRA Series 7 General Securities licensed as well as Series 66 licensed (NASAA Uniform Combine State Law Examination).

    Jennifer received her Bachelors in Business Administration with a concentration in Finance from Kent State University in 2011. She will help with team operations, research and data analysis, and special projects. Jennifer currently resides in University Heights, OH with her significant other, Nick and their dog, Murphy.

    About Me

    Elizabeth joined the Haas-Compass Group at Morgan Stanley in 2016 and has been with Morgan Stanley since 2008. With 16 years of industry experience, she supports our team in servicing clients and ensuring the operations and administrative side of the team runs smoothly. She and our other senior client service associates work together to consistently improve our internal processes and procedures for the benefit of our clients.

    She is FINRA Series 7 licensed. Elizabeth currently lives in Palm Beach Gardens with her puppy Gina, and she enjoys reading and spending time with family.

    About Me

    Virginia joined the Haas-Compass Group October 2018. She has over 30 years industry experience and before joining Morgan Stanley she served as Managing Director of an independent firm. She is a seasoned financial professional committed to providing the best service for clients and financial advisors. Virginia received her Bachelor of Science in Business Administration from Youngstown State University and holds FINRA Series 7 and 63 Securities Licenses and State of Ohio Life and Variable Annuity License. Virginia has one adult daughter, Nikki, and she is actively involved in local, national and international animal welfare issues.
    From Our Team

    The Haas-Compass Group Brochure


    Investment and Market Perspectives

    On the Markets

    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

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    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.

    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.

    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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    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.
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    Your Financial World. On the Go.

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    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.
    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

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    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 Haas-Compass Group today.
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    1Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    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.

    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.

    4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    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 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.

    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.

    8Morgan 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.

    9Tax 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.

    10Morgan 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.

    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.

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    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.


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