Story and Services

We are a team of professionals dedicated to advising our clients in all aspects of the wealth process. This includes wealth creation, wealth maintenance, risk management and ultimately wealth distribution. We strive to provide clarity, confidence, direction and solutions in an uncertain world by leveraging our unique abilities, creativity, and the significant resources of Morgan Stanley. Our goal is to manage risk, focus on opportunities and reinforce financial strengths for our clients. We desire a long-term credible relationship with our valued clients in a manner that promotes mutual respect and trust. Our mandate is to help you create, grow, protect and preserve wealth, and pass it on to future generations in the most tax-advantaged way. We will keep the objectives of our clients foremost in our minds and do our utmost to serve their specialized needs.
Services Include
  • 401(k) Rollovers
  • 529 Plans1
  • Alternative Investments2
  • Annuities3
  • Financial Planning4
  • Long Term Care Insurance5
  • Professional Portfolio Management6
  • Qualified Retirement Plans7
  • Retirement Planning8
  • Trust Accounts9
  • Wealth Management10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Today's financial markets offer more investment vehicles than ever before. The Hadley Group is skilled at providing the advice and guidance needed to navigate the financial world and will work together to meet your investment, retirement, estate and financial planning needs.

    Working With You

    Each investor's requirements and circumstances are unique. To tailor your finanical plan, we begin by meeting with you to get acquainted and to understand your investment goals, return objectives, risk tolerance and time horizion. After a thorough review of your current portfolio, we recommend an appropriate asset allocation and portfolio management strategy to help you reach your financial goals.

    What to expect with the Hadley Group:
    - Meet face-to-face to gather financial data, discuss goals, risk tolerance, and identify your investment time horizon.
    - Develop an asset allocation strategy.
    - Customize investment management, based on your personal investment policy, asset allocation strategy, and existing portfolio.
    - Monitor, review and evaluate your investment manager and portfolio results.
    - Maintain ongoing communication and implement investment policy changes based on evolving life circumstances and market conditions.

    The Hadley Group provides a complete offering of finacial planning services, including investment management, retirement planning and insurance services.

      Our Clients

      There is no "typical" client, although our investors do share similiar attibutes. Our clients tend to be high net worth individuals and families as well as businesses needing trust and fiduciary services. They have chosen the Hadley Group for the value, personal attention, professional advise and financial experience which we bring to the relationship.

        Community Involvement

        We are committed to investing in the future of our community and are actively involved with the following organizations:

        Brandywine-Naamans Rotary Club

        Brandywine YMCA

        YWCA Delaware

        Love, INC of DE

        Naamans Little League

        Talleyville Girls Softball League

          Location

          4001 Kennett Pike
          Suite 216
          Greenville, DE 19807
          US
          Direct:
          (302) 573-4000(302) 573-4000
          Toll-Free:
          (866) 352-4921(866) 352-4921

          Meet The Hadley Group

          About Me

          Garrett has been in the financial service industry for twenty years, eighteen with Morgan Stanley.  Garrett’s responsibility is to help ensure that our group provides comprehensive financial planning to every one of our clients, whether they are individuals, trusts, corporations or non-profit organizations.   He uses many industry-leading financial tools to provide a personalized investment plan and is committed to providing clients with unbiased, comprehensive and holistic solutions to their financial planning needs.

          Garrett is an alumnus of the University of Delaware.  Garrett furthered his investment education by completing the CFP® certification in 2004.  Certified Financial Planner is one of the premier designations in Financial Planning.  He went on to complete in 2006 the Certified Investment Management Analyst program at the University of Pennsylvania’s Wharton School of Business.   Garrett also holds the title of Wealth Advisor, a designation earned by a select group of Financial Advisors who have completed Morgan Stanley’s training program.    

          Garrett is the board chair of the Brandywine Y and also serves on the board of the Y Association of Delaware and on their finance committee.  He has been an active member of Brandywine Naamans Rotary Club since 1996, serving on the board and as past president (2008). Garrett is actively involved in his children’s sports associations, and resides in Brandywine Hundred with his wife of sixteen years, Liz and his children, Ella and Colton.
          Securities Agent: TX, DE, WV, WI, WA, VT, VA, TN, SC, PA, OR, OH, NY, NV, NJ, NH, ND, NC, ME, MD, MA, LA, KY, IN, IL, IA, HI, GA, FL, DC, CT, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 1351260

          About Me

          Elise M. Laskas has worked in the financial industry since 2004 originally with ING Financial Services.  While at ING she assisted financial advisors with retirement planning, incorporating guaranteed income as part of an individual’s retirement solution.  She also worked in ING’s Product Development where she designed new and innovative retirement products.  In 2008, she joined Morgan Stanley in order to have a larger platform of investments to offer her clients.  She develops personalized wealth management strategies tailored to meet the needs of individuals and organizations.  Through her passion for finance she helps her clients achieve their financial goals. 

          Her licenses include the Series 7, Series 63, Series 65, Series 31, Life, Health and Long Term Care.  She is a graduate from Rosemont College.  

          In 2015, she earned the CFP® certification from the Certified Financial Planner Board of Standards, Inc.  The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning.

          She is a board member as well as a finance committee member for the YWCA Delaware.  She has also served on the local board for the American Diabetes Association and has participated in their annual fundraiser Step Out: Walk to Stop Diabetes.  She is originally from Wilmington, Delaware, and currently resides in North Wilmington with her husband Tom and their sons Jake and Ethan.
          Securities Agent: TX, DE, WV, WI, WA, VT, VA, TN, SC, PA, OR, OH, NY, NJ, NH, ND, NC, ME, MD, MA, LA, KY, IN, IL, IA, HI, GA, FL, DC, CT, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 1646389

          About Me

          carole.ricci@morganstanley.com

          About Me

          mercy.figueroa@morganstanley.com

          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
          Five Smart Strategies to Use a Bonus or Raise

          Five Smart Strategies to Use a Bonus or Raise

          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.

          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
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          6 Keys to Building a Startup

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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
          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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          Ready to start a conversation? Contact The Hadley Group today.
          Market Information Delayed 20 Minutes
          Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

          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.

          2Alternative 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.

          3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          4Morgan 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.

          5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          6Morgan 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.

          7Tax 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.

          8Morgan 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.

          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 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.

          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