Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1787 Sentry Pky W
Bldg 18 Ste 440
Blue Bell, PA 19422
US
Direct:
(215) 274-2227(215) 274-2227
Toll-Free:
(800) 648-4584(800) 648-4584

Meet The IBC Team

About Me

Fran is a Senior Vice President, Wealth Management with The IBC Team at Morgan Stanley. In addition to being a Financial Advisor, he has three professional designations: Certified Financial Planner™, Chartered Retirement Planning CounselorSM (CRPC) and the Morgan Stanley title of Portfolio Manager.
In addition to his portfolio management role, Fran provides clients with financial planning. Philadelphia Magazine honored him with their Five Star Wealth Manager Award in 2014, 2015, 2016, 2017, and 2018.
Originally from Blue Bell, PA, Fran graduated from Saint Joseph’s University in Philadelphia with a Bachelor of Science degree in Business Administration. Along with his wife, Tracey, and their two children, Brett and Nikki, Fran has lived in Skippack, PA since 1995. A sports enthusiast, he’s dedicated many years to coaching baseball, football and basketball. Now, Fran enjoys his time reading, golfing and being with his family and friends.
Securities Agent: PA, WY, WI, VT, VA, UT, TX, TN, SC, RI, OH, NY, NJ, NC, MN, MI, MD, MA, KY, IN, IL, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 534099

About Me

Robert is a First Vice President, with The IBC Team at Morgan Stanley. In addition to being a Financial Advisor, he holds the designation of Chartered Retirement Planning CounselorSM (CRPC) and title of Portfolio Manager.
Robert began working in financial services in 1974, and has spent his entire career in the industry. With more than 30 years of experience, he’s developed an extensive knowledge of financial markets, economic conditions and financial strategies.
Originally from the suburbs of Philadelphia, Robert, his wife and four children have lived in Upper Dublin, PA since 1987. When he’s away from the office, he enjoys spending time in Avalon, NJ, taking walks, reading and being with family and friends.
Securities Agent: PA, WY, WI, VT, VA, TX, TN, SC, RI, OH, NY, NJ, NC, MN, MI, MD, MA, KY, IN, IL, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 534181

About Me

Bobby is a Financial Advisor with The IBC Team at Morgan Stanley.
Bobby has been in the financial services industry for more than eight years, including his time working for The Vanguard Group and Delaware Investments. He holds licenses for Series 7, 63, and 65, as well as accident and health insurance. Bobby earned his Bachelor of Science degree in Management and Marketing from Saint Joseph's University.
Bobby resides in Fairmount, situated just outside center city Philadelphia. He’s an avid sports fan and enjoys attending local sporting events. As an active member of the community, Bobby volunteers at the Philadelphia Ronald McDonald house, and each summer competes in the Islandman Triathlon where he raises funds for the Travis Manion Foundation.
Securities Agent: PA, WY, WI, VT, VA, TX, TN, SC, RI, OH, NY, NJ, NC, MN, MI, MD, MA, KY, IN, IL, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1689851

About Me

As the Relationship Manager for the IBC Team at Morgan Stanley, Chris focuses on developing and maintaining client relationships. In addition to assuring that a high level of service is provided, she’s responsible for monitoring client accounts and balances, keeping current on Morgan Stanley policies and procedures, and providing support for the team’s daily activities.
Before entering the financial services industry with Merrill Lynch in 2001, she worked in retail franchise management. Chris attended Penn State University, and graduated with a Bachelor of Science degree in Marketing and Management. Her graduate work was completed at the University of Phoenix where she earned her Master of Business Administration (MBA) degree.
Chris and her husband, Andrew, along with their son, Jack, reside in Upper Dublin, PA. She’s very active in her community, and spends time supporting and participating in raising awareness for the Lung Cancer Research Foundation. She’s a team member as well as the team captain for the Annual PA Chapter 5k run. Chris enjoys photography, interior design and being with friends and family.
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
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
Learn more about Consolidate Your Cash at a Competitive Rate
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

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.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Your Financial World. On the Go.

Your Financial World. On the Go.

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.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

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.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The IBC Team today.
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