The Irvin and Bevack Group at Morgan Stanley

Phillip is a Senior Vice President, Portfolio Management Director, Alternative Investments Director and co-founder of The Irvin and Bevack Group. For more than 30 years, he has enjoyed working with successful professionals, business leaders and their families, providing personalized advice through a disciplined wealth management process. Phillip’s analytical background enables him to help clients understand and solve their financial challenges. He uses a pragmatic process that combines his interest in behavioral science with his in-depth analysis and market research to guide clients in building a financial plan and investment portfolio tailored to their specific needs and goals.

Growing up in Cleveland Heights, Phillip was raised by two hard-working parents. His mother was a social worker and his father was an electrical engineer. Their dedication to their respective fields inspired Phillip to pursue a professional that would blend the best of both vocations and highlight his strengths: the desire to help people and make a difference in their lives and a focus on precision, order and rules in an effort to achieve intended results. After graduating from Ohio State University with a B.S. degree in Business Administration and a double major in Accounting and Finance, Phillip began his career as a Financial Planner at American Express Financial Services in 1993.

The next 30 plus years were filled with new and expanding opportunities that took Phillip to such firms as Merrill Lynch and J.P. Morgan Securities. He worked many years as a integral part of a large middle markets/institutional practice.

He joined Morgan Stanley in 2014 and reunited with Joe Bevack, a colleague he first met at Merrill Lynch in 1995. They have remained friends over that period and made the decision to form a partnership to leverage each other’s complementary skills, experience and insights. Together, they work tirelessly to help clients ensure their lifetime of hard work is well cared for and that there is someone who will be there to help family members if unforeseen situations occur.

Phillip draws upon his vast experience to provide clients with customized portfolios and tailored advice. He enjoys helping to solve problems for clients and sharing insights from others who have experienced the same challenges. Above all, he excels at simplifying the complexities of investing, effectively explaining his strategies with simple and easy-to-understand language.

Phillip’s desire to help others is equaled only by his dedication to his community, his industry and his family. He currently serves as Chairman of the Board for Milestones Autism Resources, the largest local autism nonprofit in Cleveland, and has held many other leadership roles with this organization in the past. He is a former Board member for the Salvation Army of Greater Cleveland and was named their United Way Volunteer of the Year in 2009. Phillip was also on the Boards of Hattie Larlham and Building Behaviors.

Professionally, Phillip is a member of the Financial Planning Association and its local chapter. He is also an active member of Morgan Stanley’s Portfolio Manager Institute, a select group of advisors who share best practices to help clients succeed. He serves on the NOWPAC Advisory Council and is a member of the firm’s Professional Alliance Group, which works closely with other professionals including CPAs and attorneys. He has spoken at firm events regarding his successful practice.

Phillip believes balance is vital to a happy life. Outside of the office, he enjoys all types of fishing, which helps nurture patience and delayed gratification, two important virtues in his work as an advisor. Phillip enjoys reading historical fiction and loves all types of music, especially live performances. His life centers on a love for his family. Phillip and his wife, Wendy, have been married since 2000 and find their most valued assets are their two children, Sophia and Miles.

As a Vice President and co-founder of The Irvin and Bevack Group, Joe enjoys working with results-driven individuals, families and business leaders in the greater Cleveland area and around the country. He concentrates on developing comprehensive financial plans and investment strategies to help empower clients. An area of focus is corporate retirement plans such as 401ks and profit-sharing strategies. His goal is to help effectively grow, preserve and transfer wealth in a smart and tax-efficient manner. For Joe, professional success is measured in terms of client well-being and goal achievement.

Joe learned the importance of being financially secure from his father, an executive in the banking industry who had a long history of serving the financial needs of local families and businesses. While attending Cleveland State, Joe’s father encouraged him to follow the stock market and taught him how to buy stocks. As he observed the stock’s rise and fall, he became focused on how changes in the economy made an impact on his investment. This experience inspired Joe to pursue a career in finance. He earned a degree in Accounting so he could better understand a company’s financial strengths and weaknesses.

Upon graduation, Joe began his career at Kidder Peabody in 1993. A year later, he joined Merrill Lynch, where he spent the next 14 years honing his investment management skills. It is here where he first met Phillip Irvin, who became a friend and fellow colleague. In 2009, Joe made an important decision to join Morgan Stanley to provide his clients with a more robust suite of wealth management tools, solutions and research capabilities. He reunited with Phillip and formed partnership to leverage each other’s complementary skills, experience and insights. Together, Joe and Phillip have built a dynamic and successful practice focused on full-service financial planning and investment management.

Joe enjoys working with like-minded clients who value and appreciate the level of skill and service he and his colleagues deliver. His goals-based process begins with asking the right questions and actively listening. This information then serves as the foundation for the development of a comprehensive plan and investment portfolio that reflects each client’s goals for the future. Joe receives great satisfaction knowing he is helping make a significant impact on the quality of his clients’ lives and often becomes one of the most important relationships to their families.

Born in Collinwood, Ohio, Joe has been married to his wife, Rita, for 25 years and they have two children, Gianna and Joey. Outside of the office, Joe is active in several community organizations in Highland Heights. Favorite leisure activities include golf, bocce and spending time with family and friends.

Rich earned his B.S. from the University of Toledo, with a major in Finance. While pursuing his degree, he interned at Smith Barney realizing at a young age that he would pursue a career in the financial services industry. Over twenty years ago, Rich began his career with Morgan Stanley Dean Witter, where he focused on asset allocation and received advanced options training. Rich later moved to ADP (formerly Automatic Data Processing, Inc.), as a Major Account Retirement Plan Manager, where he focused on building successful group retirement programs for corporations and nonprofit organizations. Rich truly enjoys the ever-changing environment in the financial services industry, including the vast array of investment vehicles now available, enhancements through technology and systems, as well as expanding world markets. He embraces the opportunity to use these tools in helping his clients find the best possible solution in an effort to achieve their investment goals.

Rich and his wife, Kristen, have three children, Melanie, Louis and Frances. The family spends most of their available free time traveling between sporting events and recitals. When possible, Rich enjoys reading about our country’s founding fathers and visiting historical sites.

S. Jill Mullins has over 33 years of experience in the financial services industry. Jill is responsible for helping ensure that all client needs for the Irvin Bevack Group are understood and met. She provides exceptional client service and is fully committed to long term relationships through her focus and professionalism. She is experienced with helping clients through addressing both sides of their personal balance sheet.

Jill previously was an integral member of a team for more than 20 years, both at Morgan Stanley and Merrill Lynch. She began her career in 1988 as a teller at National City Bank and worked her way up through progressively more responsible roles in their private client group, mortgage department and investment arm, NatCity Investments. She is licensed with her Series 7 and Series 66.

Jill grew up in Tallmadge and currently lives in Broadview Heights with her husband, Dr. Brian R. Hogan, an accounting professor at the University of Pittsburgh. In addition to rooting for Brian's alma mater’s basketball team (the Syracuse Orange), she is a big fan of Ohio State teams, as well as the Cleveland Cavaliers, Browns, and Guardians. Her favorite moments have been spent traveling (to Italy, Ireland, Australia and Aruba) and helping others (by donating to several local charities).