Our Process and Beliefs

Clarity and confidence. That’s what you aim for when making life’s important financial decisions. Whether you’re growing a business, building a family legacy, or saving for a child’s education, you face a range of issues that can be challenging and complex. Reaching your goals requires a solid plan and a clear understanding of the financial landscape.We want a deep understanding of you and your goals. We ask questions, and we listen carefully. Then we create a financial plan tailored to fit your unique needs—a virtual road map that we monitor and adjust as needed.Our process, your outcome.We believe in making financial planning clear and simple. We want you to be comfortable with the process and confident about the decisions you make each step of the way—today, tomorrow, and beyond.Knowledge is power.We hold quarterly meetings to review objectives, mitigate risks, and ensure that your financial plan stays aligned with your vision for the future. We believe it’s important for you to understand where your money is invested and why those investment vehicles were chosen.We work hard, but not alone.We coordinate with your other trusted advisors for a truly comprehensive wealth management strategy that includes attorneys, agents, and CPAs as needed. We treat you like family. With families of our own, we understand the financial issues people face during all stages of life. You want the best for everyone, and need to balance today’s interests with the well-being of your family’s financial future. Our philosophy is simple: we approach each client’s financial plan with the same respect and care we give to our own family members.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Retirement Planning3
  • Asset Management4
  • Fixed Income5
  • Cash Management6
  • Lending Products
  • 529 Plans7
  • Life Insurance8
  • Long Term Care Insurance9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Our team of advisors has the depth of experience and insight to understand your aspirations and the financial complexities that come with them. And with over 40 years of combined experience in the industry, we’ve seen all kinds of markets – the bear, the bull, and everything in between. Whether we’re helping you with asset allocation, education planning, or trusts, we offer a steady approach because wealth is built over time. And we’re in this for the long haul.

    Our Clients

    Our clients are discriminating professionals, business owners, and families who need help managing and ultimately transferring their assets. Many have been with us for a long time. In fact, we’re honored to serve the 2nd and 3rd generation of many clients, guiding them through important life stages with an intimate knowledge of their family’s shared values and legacy goals.

      Location

      4969 US Highway 42
      Suite 1200
      Louisville, KY 40222
      US
      Direct:
      (502) 394-4000(502) 394-4000
      Toll-Free:
      (800) 966-4617(800) 966-4617

      Meet The Hanna/Stern Group

      About Me

      Phil Hanna is a First Vice President, Financial Advisor, and founding partner of The Hanna Stern Group at Morgan Stanley. He focuses on wealth management and financial planning for professionals, business owners, and families. 

      A graduate of the University of Kentucky, Phil earned a Bachelor of Business Administration degree and membership into the business honor society of Beta Gamma Sigma. He began his career in insurance, but quickly realized he wanted to provide clients with a broader range of services. He began his financial advisor career at UBS (and its predecessor firm) in 1999 and moved to Morgan Stanley in 2015. Phil has been working with Brent Stern, co-founder of The Hanna Stern Group, since 2000.

      Phil draws on his extensive knowledge in estate planning and investment strategy to help clients identify and achieve their financial goals. He then carefully crafts wealth management strategies to meet each client’s unique needs, objectives, and risk tolerance. Committed to a high level of communication with clients, Phil holds quarterly face-to-face meetings to ensure that clients’ strategies stay aligned with their goals. 

      Outside of the office, Phil resides in Louisville, Kentucky with his wife, son, and daughter.
      Securities Agent: KY, VA, UT, TX, TN, SC, PA, OR, OH, NY, NM, NC, MS, MN, MI, MD, MA, IN, IL, GA, FL, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1406594

      About Me

      Brent Stern is a First Vice President, Financial Advisor, and founding partner of The Hanna Stern Group at Morgan Stanley. He focuses on providing comprehensive financial planning and wealth management to individuals, families, and business owners.

      A graduate of Miami University (Ohio), Brent earned his Bachelor of Science degree in business after the unique experience of studying European economics in Luxembourg. He began honing his finance skills at an early age – building stock portfolios in his high school business club – before becoming a financial advisor in 1999. Brent has been working with Phil Hanna, co-founder of The Hanna Stern Group, since 2000.

      Brent has extensive experience designing financial plans and investment portfolios. He builds plans from the ground up, starting with a keen understanding of his client’s goals and aspirations. When it comes to investing, he offers a patient, steady approach. Throughout this process, he maintains a high level of communication with clients to ensure that their financial plans stay aligned with their vision for the future.

      A native of Louisville, Kentucky, Brent has a wife and three children.
      Securities Agent: TX, KY, VA, UT, TN, SC, PA, OR, OH, NY, NM, NC, MS, MN, MI, MD, MA, IN, IL, GA, FL, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1406595

      About Me

      Alex Blair is a Financial Advisor with the Hanna/Stern Group at Morgan Stanley. He focuses on providing comprehensive financial planning and wealth management to individuals, business owners, professional athletes, and families.A graduate of the University of Kentucky, Alex earned his Bachelor of Business Administration. He began refining his finance skills at an early age by building stock portfolios as a member of the Investment Club during his Trinity High School days. Alex maintains an active role within his alma mater as the Assistant Golf Coach.Alex joined the Hanna/Stern Group in 2018 with a background in insurance & financial planning. Leveraging his senior partner’s experience, Alex assists his clients by building financial plans with their goals in mind. When it comes to investing, he offers a comprehensive, well balanced approach. Throughout this process, he maintains a high level of communication by holding quarterly reviews with clients to ensure their plans stay aligned with their goals. .
      Securities Agent: KY, VA, UT, TX, TN, SC, PA, OR, OH, NY, NM, NC, MS, MN, MI, MD, MA, IN, IL, GA, FL, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
      NMLS#: 1805352

      About Me

      Jennifer Cornell is a Registered Sales Associate with The Hanna Stern Group at Morgan Stanley. She focuses on managing all aspects of the administrative, operational, account maintenance, and research needs of clients.

      With a strong work ethic and a keen understanding of clients' larger financial goals, Jenni ensures that clients' needs are met with attention and care. She joined The Hanna Stern Group in 2005, and is committed to helping the team build long-term client relationships. She diligently keeps clients informed and updated at all times.

      Outside of the office, Jenni lives in Oldham County with her husband and two daughters.
      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
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

      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
      From Clueless to Clued In: Teaching Teens About Money

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      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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      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
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      Choosing an Environmental Charity

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      Ready to start a conversation? Contact The Hanna/Stern Group today.
      Market Information Delayed 20 Minutes
      1Morgan 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.

      2Morgan 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.

      3Morgan 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.

      4Morgan 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.

      5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      6Morgan 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

      7Investors 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.

      8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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