Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Services Include
  • Wealth Consulting
  • Wealth Management1
  • Endowments and Foundations2
  • Estate Planning Strategies3
  • Financial Planning4
  • Institutional Services
  • Philanthropic Services
  • Planning for Individuals with Special Needs5
  • Qualified Retirement Plans6
  • Retirement Planning7
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1065 Highway 315
Suite 401
Wilkes Barre, PA 18702
US
Direct:
(570) 821-1800(570) 821-1800

Meet The Hazzouri Group

About Me

Richard J. Hazzouri, CFA

Senior Vice President

Institutional Consulting Director

 
Richard is a Senior Vice President, Institutional Consulting Director and Senior Investment Management Consultant of The Hazzouri Group at Morgan Stanley. He has been in the financial services industry for nineteen years and joined the firm in September of 2004.

A graduate of Scranton Preparatory School, Richard earned a Bachelor of Science degree from Loyola University, Baltimore, Maryland. He is a holder of the Chartered Financial Analyst (CFA) designation and the Accredited Investment Fiduciary (AIF) designation from Center for Fiduciary Studies. Richard is a member of the CFA Institute as well as the New York Society of Security Analysts. In addition, he serves as President of the Association of Professional Investment Consultants (APIC), an independent organization made up of Morgan Stanley Financial Advisors dedicated towards professionalism within the investment industry. In the past he has also chaired the organization’s Investment Strategies Committee and served as Chair of the 2012 and 2013 APIC Annual Conferences. In 2013 the APIC awarded Richard with the Sandee Smith Leadership Award for his consistent commitment and leadership to the organization.

Richard is a member of the Board of Directors for Boys and Girls Club of Northeastern PA, the Board of Directors of The Volunteers in Medicine of Wilkes-Barre, a Board Member of the West Pittston Public Library as well as a member of the Corporate Advisory Committee for the Pennsylvania Association of Public Employee Retirement Systems’ (PAPERS’). He resides in West Pittston with his wife Kimberly and their sons Adrien and Declan and daughter Maeve.
Securities Agent: PA, WI, VA, OH, NY, NJ, MI, MD, MA, IN, IL, GA, FL, DE, DC, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1268257

About Me

Kathleen M. Robins, CFAWealth Management AssociateáKathy is our teamÆs Wealth Management Associate. áShe has enjoyed a long career as an Investment Professional and Chartered Financial Analyst (CFA«), working with institutional clients at major fund management firms and investment banks in New York, Princeton, Bermuda and London, and with individuals and families at wealth management firms Rochdale Investment Management and Rockefeller & Company.á She joined Morgan Stanley in 2015 where she continued her work with individuals, families and business owners to develop comprehensive and customized goal-based financial and investment plans.Kathy earned her Bachelor of Science in Finance from American University, Washington, DC and after an appropriate stretch of time in an investment career, returned to DC to earn an MBA from Georgetown University, McDonough School of Business.á Kathy makes her home in Lansdale, PA in Montgomery County, which she swears is a great commute north due to its close proximity to the PA Turnpike-NE Extension, to be near family and friends in Bucks County.á When she is not in PA she is probably pursuing her passion for traveling, either to visit friends up and down the East and West Coasts of the U.S. or more adventurous journeys abroad.

About Me

Christian H May, Institutional Consulting AnalystáChristian is an Institutional Consulting Analyst of The Hazzouri Group at Morgan Stanley. He has been in the financial services industry for six years and joined the firm in March of 2014. Prior to joining The Hazzouri Group he was an Analyst with the Curtis Group in Silicon Valley.A graduate of Bishop Eustace Preparatory School, Christian earned a Bachelor of Science degree from The Pennsylvania State University, University Park Campus. He is a registered associate with holding both his Series 7 & 66 securities licenses.Christian currently resides in his hometown of Hainesport, NJ bringing him closer to his family after many years away in California. When not at work Christian enjoys playing/watching all sports, fishing, volunteering û especially with dogs, cooking, going to the beach, and landscaping.

About Me

Roxanne T. Flannery, Senior Registered AssociateRoxanne is a Senior Registered Associate at the Hazzouri Group at Morgan Stanley. áShe holds the General Securities Representative license (Series 7) and has passed the Uniform Combined State Law Examination (Series 66).á Roxanne is responsible for all administrative and account services for the Hazzouri GroupÆs clients.á Prior to joining us in 1995, she worked at First Eastern and PNC Bank for 18 years in bank operations and facilities management.á Roxanne has sharpened her skills by taking computer and business courses at Luzerne County Community College. ááShe is a member of the Association of Professional Investment Consultants (APIC), an independent organization made up of Morgan Stanley Financial Advisors dedicated towards professionalism within the consulting industry.á RoxanneÆs community involvement includes volunteering her time to bring Holy Communion to the sick at Wilkes-Barre General Hospital and visits the elderly in her Parish. She resides in Wilkes-Barre with her husband Tom and their two sons Connor and Shane.á Roxanne enjoys all outdoor activities including camping, hiking and bike riding

About Me

Anita Brown, Client Service Associate Anita is a Client Service Associate and recently joined the Hazzouri Group at Morgan Stanley.á Anita is responsible for all administrative and account services for the Hazzouri GroupÆs clients and has over 20 years of experience in wealth management operations and client service.á ááAnita enjoys gardening and spending time with her grandchildren and lives in Forty Fort with her husband Bob.
Investment and Market Perspectives

On the Markets

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
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

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.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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.

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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.
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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.
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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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Ready to start a conversation? Contact The Hazzouri Group today.
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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 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, charitable giving, philanthropic planning and other legal matters.

3Morgan 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.

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.

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.

6Tax 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.

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.

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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.

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