The HC Insight Group at Morgan Stanley

Gary joined the firm in 1987 spending 4 years with Shearson Lehman Mortgage as a Regional Coordinator.  Prior to that position, Gary was involved with real estate sales and management for Century 21 Castro Valley, CA.  Gary earned a BA in Psychology from the University of California, Santa Barbara in 1977.  He holds FINRA Series 3, 7, 63 and 65 licenses and is a licensed Life, Health and Variable Products agent in the states of Florida, Indiana, Ohio and Pennsylvania. Internally, he holds the designation of Financial Planning Specialist with Morgan Stanley.  This designation is awarded to those Financial Advisors who successfully complete the firm’s advanced financial and retirement planning training programs. This training program covers a wide range of topics including retirement planning, education planning, income and estate tax planning and investment planning. Gary’s knowledge and experience are an important component to our effort to serve our client’s financial and wealth planning needs.  Gary serves as the group’s business manager and he works with many of our clients with more complex portfolios to help them address their unique needs.  Gary lives in Juno Beach, Florida with his wife, Wendy, and they have 2 adult children and one grandchild.  He works out of the Palm Beach Gardens, Florida office of Morgan Stanley.

Brian joined the firm in 2006. He came to the team after spending 12 years at National City Bank where he was the President and Senior Managing Director of Sterling Private Investments, Inc., National City’s alternative investment subsidiary. In that capacity, Brian led National City’s efforts in providing investors with access to top quality hedge, private equity and private real estate managers. Prior to that position, Brian was a Vice President and Senior Attorney in the Law Department at National City Bank (where he acted as lead engagement counsel for all of National City’s Wealth Management units) and, before that, he was an attorney with the Cleveland, Ohio law firm of Arter & Hadden (practicing general corporate, commercial finance and other transaction-related law). Brian earned a BS in Economics and Finance from Miami University in 1985 and a JD from Cornell University Law School in 1988. He holds FINRA Series 7 and 66 licenses and is a licensed Life and Variable Products agent in the states of Ohio and Florida. Internally, he holds the designations of Financial Planning Specialist and Investment Management Consultant with Morgan Stanley. Those designations are awarded to financial advisors who successfully complete the firm’s advanced financial planning training program. That training program covers a wide range of topics including retirement planning, income and estate tax planning and investment planning. Brian has been a Master’s Club member at the firm for many years based on the level of his business, most recently in 2020. All Club Memberships are contingent upon the demonstration of high professional and ethical standards in business conduct. Brian serves as our team’s chief operating officer and senior portfolio manager and his knowledge and experience are an integral component to our effort to serve our client’s financial and wealth planning needs. He focuses on asset allocation, portfolio management and planning issues for our clients and he also leads our analytical efforts as we strive to provide clients with open architecture access to some of the best money managers. Brian lives in both Solon, Ohio and Naples, Florida and he and his wife, Louise, have three adult children. He works out of the Pepper Pike, Ohio office of Morgan Stanley and also from Naples, Florida.

Anthony, a CERTIFIED FINANCIAL PLANNER™, joined the team in 2019 and has worked in personal financial planning since 2007. He came to Morgan Stanley after spending the previous six years with Fidelity Investments as a Financial Consultant in their Palm Beach and Palm Beach Gardens offices. Prior to his tenure at Fidelity, Anthony spent six years as an advisor at Northwestern Mutual, also in Palm Beach Gardens. Anthony’s professional experience focuses on retirement income planning, investment strategy, risk management, and estate planning strategy. He works out of our Palm Beach Gardens office, alongside Gary Patterson, Tom Trimble, Tricia Trimble, Patti Eubank, and Tom Boyle.

Anthony graduated from the University of Florida’s Warrington College of Business in 2007, with a Bachelor’s degree in Finance. He and his wife Kristin were married in 2022, and now reside in Palm Beach Gardens with their son Luca. In his spare time, he enjoys traveling and being outdoors, especially on the golf course.

Anthony is active with several local charities, and sits on committees for the Palm Beach County Chapters of both the American Heart Association and the Leukemia & Lymphoma Society.

Forbes Best-In-State Wealth Advisors

2022 and 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (2022 and 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

https://www.morganstanley.com/disclosures/awards-disclosure.html

Ben joined the firm in September of 2018 as a new Financial Advisor. He came to the team after spending two years at Fisher Investments in Portland, Oregon where he was a Client Operation & Analysis Associate. Ben is a cum laude graduate of Miami University’s Farmer School of Business where he studied Finance. He is FINRA Series 7 General Securities licensed as well as Series 66 licensed (NASAA Uniform Combine State Law Examination) as well as the Morgan Stanley designation of Financial Planning Specialist. Ben provides assistance in handling a variety of trading and other client related matters and he is integrally involved in the research and analytics portion of our business. He also provides support on various client service issues, team operations and special projects. Ben lives in Cleveland, Ohio and he works out of the Pepper Pike office of Morgan Stanley.

Experience and Expertise

Beginning her career in 2006, Natasha has watched the industry shift from being heavily focused on transaction-based investment advice to full-service wealth management. She has directly worked with institutional middle markets, business owners, executives, and families, overseeing and executing the entire financial planning process with a focus on longevity, wealth transfer strategies and succession planning. Prior to joining The HC Insight Group as a Financial Advisor, she served as the Financial Planning Director for Northeast Ohio and Western Pennsylvania at Morgan Stanley.

Education and Professional Designations

Natasha graduated with a bachelor’s degree in Marketing and Business Management from Baldwin Wallace University. She is a Certified Financial Planner, a Certified Exit Planning Advisor and holds her FINRA Series 7, 66, 31 as well as variable annuity, life and health licenses.

Family and Community

Natasha is passionate about giving her time and resources, serving as the Secretary for the Financial Planning Association of Northeast Ohio as well as the Treasurer for the Hinckley Women’s Club. She is an active CFP board mentor and WIN advocate. She is a Cleveland Leadership Bridge Builders Class of 2020 alumni. She also participates on the grant committee for Women of BW Giving Circle. Her husband, John, and their two children, Claire, and Eve live in Hinckley with their pup, Pilot. They enjoy hiking, gardening, and tennis!

Patti joined the HC Insight Group in 1988. With 35 years of industry experience, she brings a wealth of knowledge and dedicated service to our team. She is FINRA Series 7 General Securities Licensed and Series 63 licensed as Uniform Securities Agent and also holds the designation of Financial Planning Specialist with Morgan Stanley.

Patti leads the HC Insight Group’s administrative and operational service team in Palm Beach Gardens, FL. In addition, Patti is in a client facing role with an emphasis on marketing, client management and catering to the specific needs of our high net worth clients. She collaborates with the financial advisors in developing business plans and marketing strategies and she utilizes her knowledge and experience to help continually improve and streamline procedures for the team. Patti lives in Boca Raton, Florida with her husband Tim and has two grown daughters. She works out of the Palm Beach Gardens, Florida office of Morgan Stanley.

*This role cannot solicit or provide investment advice.

Rickita has been with Morgan Stanley since 2006 and joined the HC Insight Group in 2009. With 9 years of industry experience, she provides exceptional support and assistance to high net-worth clients of the team. She is responsible for administrative and operational support, retirement plan processing and account maintenance. She and our other senior client service associates work together to consistently improve our internal processes and procedures for the benefit of our clients.

Rickita is FINRA Series 7 General Securities licensed and Series 63 licensed as Uniform Securities Agent. She received her Bachelor of Science in Business Management from Indiana Wesleyan University in 2011. Rickita lives in Cleveland, Ohio with her daughter, Kiera.

Jennifer is a seasoned professional with over 10 years of experience in the financial industry. She joined Morgan Stanley in February 2017, after successfully working at UBS Financial Services in operations and client services. Jennifer's expertise is further demonstrated by her FINRA Series 7 General Securities license and Series 66 license (NASAA Uniform Combined State Law Examination).

Jennifer holds a Bachelor's degree in Business Administration with a concentration in Finance from Kent State University, which she earned in 2011. Her areas of specialization include team operations, client relationship management, research and data analysis, as well as handling special projects.

Outside of her professional life, Jennifer resides in Lyndhurst, Ohio, with her husband, Nick, their adorable son, Miles, and their beloved dog, Louie. As a family, they enjoy going for leisurely walks and spending quality time together watching golf on the weekends.

Thomas joined the HC Insight Group at the beginning of 2021. He came aboard with three years of operations experience in the financial industry. Thomas is FINRA Series 7 General Securities Licensed and is working on his Series 66 license.

Thomas is the Client Service Associate in the Palm Beach Gardens, FL branch. He is dedicated to providing the best service for our clients and Financial Advisors.

Thomas enjoys sports, working out and spending time with his family.

Emily joined the HC Insight Group at the Pepper Pike, Ohio office at the start of 2023. Emily graduated with a Bachelor of Arts degree from the University of Dayton in 2019 and is working towards her SIE, Series 7 and 66 licenses. She has prior experience in the real estate industry specializing in project management and customer service. Emily is devoted to creating a positive environment and ensuring that the needs of clients and financial advisors are met.

She currently resides in Lakewood, Ohio and enjoys evenings spent walking through Lakewood Park, staying active and Sunday dinners with her family.