The Haddad Group at Morgan Stanley
Direct:
(610) 398-6515(610) 398-6515
Toll-Free:
(866) 562-7112(866) 562-7112
Our Mission Statement
We commit to building long term, trusting relationships with our clients by providing personalized investment and financial strategies through experience, intellectual capital and personal services.
About Us
Our practice was built on teamwork, integrity, and compassion. We are a full service wealth management team providing customized solutions for our clients. Through collaboration of our talents we focus to help clients simplify and manage their financial lives. We can help you navigate the complexities that come with financial success, so you and your family are free to focus on the people, issues, and activities that enrich your lives.
This combination of attention and financial possibilities can help create opportunities for you. Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and rewarding,
This combination of attention and financial possibilities can help create opportunities for you. Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and rewarding,
We are guided by these core Principles:
- Integrity
- Caring/Compassion/Charity/Graciousness
- Passion
- Teamwork/Collaboration
- Flexibility
- Loyalty
- Commitment
- Friendship
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Five-Step Process
Our tailored approach to manage your wealth revolves around working together to achieve your financial dreams. We will build a lasting relationship meant to help navigate unique financial challenges, helping you make informed decisions about building wealth.
1. Introduction Call
We value getting to know our clients on a personal level. Our first call is to introduce ourselves and understand your unique personal background. After presenting the value we'll add, we can schedule a follow up meeting to get to understand your entire financial background.
2. Get To Know You Meeting
During this meeting we will get to understand the issues of your current situation financially, as well as your objectives. The goal of this conversation is to get a holistic view into your unique circumstance for us to define the following steps to help you achieve your goals.
3. Plan Development
This is our time to utilize the information you have provided and our modern wealth management tools to develop a unique strategy. Our strategies are always personalized to provide recommendations to help you grow, preserve, and transfer your wealth.
4. Presentation
In this step, we present the appropriate strategy that is tailored to achieve your financial goals. Upon your approval, we'll begin open new accounts through Morgan Stanley and start to implement the strategies discussed.
5. Continued Service
Committed to premium service, we focus on developing a relationship that provides special value to you and your family. As we begin to implement each strategy we also want to continue to provide top tier attention to stay on top of those financial objectives and maintain a strong relationship with you.
Modern Wealth Management Tools
Morgan Stanley's comprehensive suite of digital tools that are designed to enhance every aspect of your financial portfolio. Here are a few examples of the many Modern Wealth Management resources that are offered to our clients.
Morgan Stanley Online
Morgan Stanley Online (MSO) offers a suite of features and services that allow you to manage your everyday finances from one place. Everything accessible under one platform to assist staying on top of all your financial accounts.
Learn More About Morgan Stanley Online
Portfolio Risk Platform
Our Portfolio Risk Platform is powered by Blackrock's Aladdin engine, a risk management platform that provides comprehensive risk estimation and reporting from a holistic view of your portfolio.
Learn More About Managing Your Risk
Online Security Center
At Morgan Stanley, we value safeguarding your assets and personal information from outside threats. We encourage to read about our security measures and the use of our resources to protect you
Learn More About Protecting You
Goals-Based Planning
Our goals-based planning system (GPS) is built on intellectual capital and capabilities to provide our clients with a comprehensive solution for their unique goals. GPS is an intuitive and efficient platform to ensure clients will have a successful financial plan.
Learn More About Goals-Based PlanningMonthly Outlooks & Updates
We strive to simplify complex financial ideas into a digestible format so that our clients can truly understand the work which goes into planning for their financial future and livelihood. We are firm believers in providing our clients with as many resources as possible so that they may stay informed on the latest market trends, analyses, and outlooks. The resources below provide in-depth analysis on current market events and finance topics that are affecting the business world today.
Global Investment Committee on the Markets Monthly Report
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out the latest edition below:
Learn More
What's Your Relationship with Wealth? For Many, It's Complicated.
If they are going to be successful, family conversations about wealth often require us to engage in deep, introspective analysis to understand our own personal values and opinions, as well as what drives and motivates us.
Learn More
Global Investment Committee Weekly Research Report
The Global Investment Committee's Weekly Report provides an in depth look at markets, asset class performance and fixed income on a weekly basis.
Learn More
Understanding Your Retirement Plan Options When You Leave a Job
You have several choices for what to do with your qualified retirement plan when you leave a job. Deciding among them is an important step in managing your retirement savings over time.
Learn More
A Simple Six-Step Retirement Checkup
When market volatility arises, checking in on your retirement plan may make a lot of sense. Use this article to see if you are on track.
Learn More
Thinking About Your Legacy? You May Need a Trust
You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.
Learn MoreResources For You
Our personalized wealth management process is designed to create a roadmap for your financial future. Through leveraging our vast resources, your personalized wealth strategy will be created to help achieve and protect your goals, with the ability to be adapted properly with the forever changing circumstances.
Total Wealth View
The ability to view all of your assets together to allow Morgan Stanley accounts access to a full financial picture available. Completing your financial picture with Total Wealth View gives our clients benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth ViewLocation
515 West Hamilton St, 7th
Fl
Allentown, PA 18101
US
Direct:
(610) 398-6515(610) 398-6515
Toll-Free:
(866) 562-7112(866) 562-7112
Meet The Haddad Group
Tony Haddad
Financial Advisor, Financial Planning Specialist
About Alfred Haddad
Al is the leader of The Haddad Group, using his 40 years of experience at Morgan Stanley and the relationships he has built in that time to design and implement investment portfolios for their clients.
Al attended Penn State University at their Hazleton Campus. He left school early to pursue sales positions in Lancaster and Virginia. Joined Dean Witter in 1985 (second generation, his dad George started working for Reynolds Securities in 1965-1998) and gained investment experience and knowledge over the next 15 years. Received his Certified Investment Management Analyst designation from the University of Pennsylvania’s Wharton Business School and has since 2003 continued yearly education courses and conferences at various accredited institutions and associations.
With technology, utilizing webinars to continue to educate, stay informed and focus on any aspect to helping his clients, is one of his commitments to clients.
Outside of work, Al recently celebrated his 42nd wedding anniversary to his wife Jeanne. His family of three children continues to grow, now the proud grandfather “Jiddo” to three boys and a little girl. Community has always been very important to Al, spending many years working at various charitable programs, most recently, the Vice President of the Board at the Parkland CARES Food Pantry. Playing soccer for most of his life, becoming a coach, Al again spent the time and dedication to further his ability to help his players by becoming a USSF “A” License Soccer coach back in 2000. Currently the head coach of the Parkland High School Girls Soccer team. As a coach, he stresses academics and community as his teams have raised over $160,000 in recent years, all for local charities serving today’s youth.
Classic rock and roll is his go to music choice – especially if he is on a beach, enjoys golf and playing cards/games but mostly, loves cooking and having weekly family dinners with his growing family.
Al attended Penn State University at their Hazleton Campus. He left school early to pursue sales positions in Lancaster and Virginia. Joined Dean Witter in 1985 (second generation, his dad George started working for Reynolds Securities in 1965-1998) and gained investment experience and knowledge over the next 15 years. Received his Certified Investment Management Analyst designation from the University of Pennsylvania’s Wharton Business School and has since 2003 continued yearly education courses and conferences at various accredited institutions and associations.
With technology, utilizing webinars to continue to educate, stay informed and focus on any aspect to helping his clients, is one of his commitments to clients.
Outside of work, Al recently celebrated his 42nd wedding anniversary to his wife Jeanne. His family of three children continues to grow, now the proud grandfather “Jiddo” to three boys and a little girl. Community has always been very important to Al, spending many years working at various charitable programs, most recently, the Vice President of the Board at the Parkland CARES Food Pantry. Playing soccer for most of his life, becoming a coach, Al again spent the time and dedication to further his ability to help his players by becoming a USSF “A” License Soccer coach back in 2000. Currently the head coach of the Parkland High School Girls Soccer team. As a coach, he stresses academics and community as his teams have raised over $160,000 in recent years, all for local charities serving today’s youth.
Classic rock and roll is his go to music choice – especially if he is on a beach, enjoys golf and playing cards/games but mostly, loves cooking and having weekly family dinners with his growing family.
Securities Agent: TN, SD, SC, OH, MI, VA, NY, DC, CT, CO, PA, AZ, NV, NJ, NC, MD, CA, TX, IL, ID, FL, AK, RI, ME, MA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1285425
NMLS#: 1285425
About Tony Haddad
Tony joined The Haddad Group in 2019.
Tony graduated from Penn State University in 2010 and began a career in Special Needs Education. After years of developing relationships within the special needs community, Tony had the opportunity for a new challenge and followed in his family’s footsteps to become a third-generation financial advisor at Morgan Stanley. Tony’s family has been a part of Morgan Stanley since 1965 when his Grandfather, George Haddad, joined Reynolds Securities. George was then followed by Tony’s father, Al Haddad, in 1985 when Al joined Dean Witter. Tony works side by side with Al learning and gaining knowledge from the five decades of experience the team has experienced.
Outside of work, Tony is very family oriented and spends his time spoiling his nephews and his wonderful dog Luna who was rescued from Peaceable Kingdom in 2020. Tony is a board member of Mercy Special Learning center, a special education school and devotes his time to the school and special education community. In his spare time, Tony likes to play guitar and hang out with friends on the golf course.
Tony graduated from Penn State University in 2010 and began a career in Special Needs Education. After years of developing relationships within the special needs community, Tony had the opportunity for a new challenge and followed in his family’s footsteps to become a third-generation financial advisor at Morgan Stanley. Tony’s family has been a part of Morgan Stanley since 1965 when his Grandfather, George Haddad, joined Reynolds Securities. George was then followed by Tony’s father, Al Haddad, in 1985 when Al joined Dean Witter. Tony works side by side with Al learning and gaining knowledge from the five decades of experience the team has experienced.
Outside of work, Tony is very family oriented and spends his time spoiling his nephews and his wonderful dog Luna who was rescued from Peaceable Kingdom in 2020. Tony is a board member of Mercy Special Learning center, a special education school and devotes his time to the school and special education community. In his spare time, Tony likes to play guitar and hang out with friends on the golf course.
Securities Agent: CA, NV, AK, TX, ME, TN, NY, CT, MI, MA, CO, SD, RI, NJ, MD, FL, IL, PA, ID, VA, NC, SC, OH, DC, AZ; General Securities Representative; Investment Advisor Representative
Contact Alfred Haddad
Wealth Management
Global Investment Office
Portfolio Insights
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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
A Simple Six-Step Retirement Checkup
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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
Ready to start a conversation? Contact The Haddad Group today.
1Investors 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.
2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Morgan 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
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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.
9Morgan 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.
10Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Morgan 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
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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.
9Morgan 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.
10Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
