Who We Are

The Hamilton Group is a team of experienced professional advisors with diverse backgrounds and knowledge that is dedicated to helping you reach your financial goals. We start each relationship by drawing upon our experience to develop a detailed and comprehensive plan that is used as the basis for the creation and management of a customized portfolio tailored to your objectives. The result is a strategy and portfolio that is uniquely yours and yours alone.

The Hamilton Group believes in personal service and striving to meet the unique needs of each of our valued client relationships. We hold ourselves to the highest standards of integrity and are devoted to the success of each of our clients.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Financial Planning3
  • Retirement Planning4
  • Estate Planning Strategies5
  • Life Insurance6
  • Long Term Care Insurance7
  • Cash Management and Lending Products8
  • Endowments and Foundations9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

701 Main St
Ste 501
Stroudsburg, PA 18360
US
Direct:
(570) 421-3100(570) 421-3100
Toll-Free:
(800) 445-2291(800) 445-2291
Fax:
(570) 426-2800(570) 426-2800

Meet The Hamilton Group

About Me

Jeff is a Vice President-Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional and Senior Portfolio Manager who has been with the firm for 33 years. His experience in financial planning and financial analysis helps to provide reasoned and thorough advice to our clients. He is committed to using his experience and education to inform, advise and service his clients. He and his team manage more than $350 million in client assets as of November 2018.

Jeff is a 1982 graduate of Colgate University with a concentration in Economics. He is a graduate of the College of Financial Planning and became a CERTIFIED FINANCIAL PLANNER™ professional in 1994. He is a member of the CFP Board’s Disciplinary and Ethics Commission. He currently serves as Chairman of the board of the Redevelopment Authority of Monroe County.

Jeff lives in Hamilton Township with his wife of 34 years, Elizabeth Bensinger Weekes. They have two children, Alex and Emily, as well as two golden retrievers. When he is not studying the financial markets he enjoys CrossFit, biking, golf and skiing.
Securities Agent: PA, WV, WI, VT, VA, TX, TN, SC, OK, NY, NV, NJ, NH, NC, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, GA, FL, DE, CT, CO, CA, AZ, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1587178

About Me

Lisa is a Vice President-Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional serving individuals and business owners for more than 21 years. Her extensive knowledge in financial planning - retirement, estate strategies, education and asset allocation - helps our group provide comprehensive financial planning to every one of our clients. Her prior work experience in commercial lending and as a small business owner enable her to advise our clients with an informed perspective.

Lisa graduated with honors from King's College with a BS in Business Administration and holds a MBA from Moravian College. She served as President of the Board of Pocono Services for Families and Children, President of the Pocono Arts Council and as a member of the Kiwanis club. She currently serves on the board of Monroe County Meals on Wheels.

She and her husband, David, have been married 31 years and reside in Hamilton Township with their daughter, Krystal, their 3 dogs and 2 cats.
Securities Agent: TX, PA, WI, WA, VA, UT, TN, SD, SC, RI, PR, OK, NY, NV, NM, NJ, NH, NE, ND, NC, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1310753

About Me

Tarik El-Bassiouni is a Financial Advisor and Financial Planning Specialist who understands the importance of world class capabilities and the value of human relationships. For well over a decade he has used his passion for people and finance to advise high net worth clients on all aspects of their wealth management needs. He seeks to provide clients with a sense of well-being not simply through skill and a broad range of investment products, but by making the wealth management process a positive, personal experience. Prior to joining Morgan Stanley, Tarik spent 8 years at a Fortune 100 insurance company where he provided insurance and estate planning solutions to affluent individuals and their families.

A leader in the community, Tarik serves on the board of directors for multiple local organizations including, Women’s Resources of Monroe County, a non-profit who provides shelter and services to victims of abuse and the Stroud Area Region Tennis Association. In addition, he is actively involved in coaching local youth sports and is a member of the Varsity “S” Hall of Fame committee.

Tarik graduated from The University of Miami in Florida with a Bachelor of Business Administration in business law and finance. He earned Academic All American honors while competing for both the men’s tennis and basketball teams. Tarik holds the unique distinction of being a member of a Big East Conference Champion and NCAA Sweet Sixteen team in two Division I sports. After spending time travelling the country as a professional tennis player, Tarik chose to put his racquet down and settle back in his hometown. He currently resides in Hamilton Township with his wife and high school sweetheart, Alexa. They are the proud parents of three wonderful children Marlo, Tae and Mya. Outside of the office he enjoys spending time with his young family or continuing to stay active on the tennis court and golf course.
Securities Agent: PA, WV, WI, VT, VA, TX, TN, SC, OK, OH, NY, NV, NJ, NH, NC, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1411246
CA Insurance License #: 0I10968

About Me

Sharon Starkes:

Sharon is a Client Service Associate with nearly 40 years of customer service experience. She strives to understand the needs and goals of each client that she works with. She coordinates the transfer of all incoming assets, including account transfers and retirement plan rollovers. She is the liaison between our group and our clients.

Most recently, Sharon was a licensed Pennsylvania Realtor, acting as both an office manager and sales person. Prior to her career in the real estate industry she was a mortgage loan officer; originating, processing and closing mortgages for a local bank. Sharon attended East Stroudsburg University and has held the office of Notary Public for the State of Pennsylvania for over 25 years.

She resides in East Stroudsburg with her husband, Lon, their two children Steven and Rachel, and their yellow lab, Shelby

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
Portfolio Management

Portfolio Management

As your life evolves and grows more complex, your financial strategy — and the options for implementing that strategy — tends to grow in complexity as well.

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.

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
5 Tips for Talking to Your Kids About Money

5 Tips for Talking to Your Kids About Money

Effective discussions about wealth and values can help families optimize their capital to reach their goals.

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
Your Responsibilities as a Retirement Plan Sponsor

Your Responsibilities as a Retirement Plan Sponsor

Did you know many of your employees could be relying heavily on your company’s retirement plan to save for the future?

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
Learning to Draw Purpose From a Deeper Well

Learning to Draw Purpose From a Deeper Well

A party promoter who became an advocate for clean water in impoverished communities around the world shares insights on how to embrace our better selves by helping others.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
The 2019 Wanderlust List

The 2019 Wanderlust List

The world awaits your next adventure. Start here.

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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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Reserved | Living & Giving

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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

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Access Morgan Stanley Online

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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A Comprehensive View of Your Financial Life

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See all of your financial data in one location, regardless of where your accounts are held, directly on Morgan Stanley Online and the Morgan Stanley Mobile App.
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Ready to start a conversation? Contact The Hamilton Group today.
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.

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