

The Manor Group at Morgan Stanley

Our Mission Statement
OUR STORY AND SERVICES
Our Mission
One of the biggest concerns for investors is whether they will outlive their retirement money or whether it will outlive them.
As a Financial Advisor team focusing on the retirement needs of both business owners and families, our mission is to help our clients be well prepared for that all-important stage of their lives. We guide clients in making informed decisions before they plan to retire and in seeking the income they will need to do exactly what they want. After retirement, when it's time to finally use their hard-earned money, we continue to guide clients as they take distributions and seek to maintain the lifestyle they envisioned.
Our Philosophy
We believe that helping clients achieve their financial goals begins with understanding their needs. Only then can we provide the comprehensive guidance that seeks to answer the most fundamental question: Can we attain our goals?
To address question like these, we take a holistic approach to helping them invest and manage their wealth, which means that we focus on all aspects of their financial lives, not just parts of it. We believe that our clients deserve financial partners who share their vision, earn their trust, and work diligently to uncover myriad possible solutions that help them address their aspirations and create a legacy for future generations.
Complimentary Second Opinion Service

The Manor Group extends a complimentary Second Opinion Service to friends, family members, or associates of our valued clients. We are delighted to offer you an opportunity to engage in a conversation that could potentially shape your financial future.
Navigating Wealth Management with The Manor Group
As a client of The Manor Group, you gain access to a team of disciplined and experienced Financial Advisors, each bringing a wealth of expertise and diverse experiences to the table. Our commitment is to provide you with a clear and comprehensive vision of wealth management tailored to your unique needs.
Our Consultative Process: A Collaborative Journey
At The Manor Group, we believe in a collaborative approach to wealth management. Our consultative process begins with an open dialogue to understand your values and goals. Together, we work to create a personalized plan designed to help you achieve financial success.
What to Expect: A Roadmap to Your Financial Goals
1. Discovery Meeting: Your initial meeting will serve as a discovery session, allowing us to gain valuable insights into your values and goals.
2. Comprehensive Financial Analysis: Following the discovery meeting, our team will conduct a thorough analysis of your current financial picture.
3. Recommendation Meeting: In the second meeting, we will discuss your current situation and, if necessary, propose tailored solutions to align your financial strategy with your needs. Embark on this journey with The Manor Group, where financial well-being is not just a destination but a continuous pursuit. We look forward to the opportunity to guide you toward your financial goals with expertise and dedication. Schedule your complimentary Second Opinion Service today to start your personalized financial conversation.
Location
Meet The Manor Group
About Alex B Humphries
Alex is a lifetime resident of the Baltimore area. He and Leanne, his wife of 13 years, live in Baltimore City with their Puerto Rican Rescue Dog, Edgar. Alex has a passion for travel, houseplants, and fitness, and he is a lifelong soccer fan.
NMLS#: 1925825
About Jonathan R Shimaitis
2012-2020, 2022-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2020, 2022-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2023 Award - 4/18/22 - 10/21/22
2022 Award - 5/10/21 - 11/12/21
2020 Award - 4/19/19 - 11/13/19
2019 Award - 4/19/18 - 11/07/18
2018 Award - 4/21/17 - 11/06/17
2017 Award - 3/26/16 - 11/11/16
2016 Award - 6/16/15 - 11/09/15
2015 Award - 6/16/14 - 11/09/14
2014 Award - 6/16/13 - 11/09/13
2013 Award - 6/16/12 - 11/09/12
2012 Award - 6/16/11 - 11/09/11
NMLS#: 1441538
About Ronald W Mitcherling Jr
Ron received his Bachelor of Science Degree in Business Administration with an emphasis in Finance from Towson State University. He is a member of Morgan Stanley's Century Club. Ron has also been recognized consecutively from 2012 - 2024, as one of Baltimore Magazine's “ Five Star Wealth Manager” consecutively by Cresando Business Services.
Ron lives in Fork Maryland along with his wife of over 26 years and their two children who both are attending college. He enjoys quality time with his family, traveling, fishing, and scuba diving.
2012-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2024 Award - 4/10/23 - 10/31/23
2023 Award - 4/18/22 - 10/21/22
2022 Award - 5/10/21 - 11/12/21
2021 Award - 4/27/20 - 10/30/20
2020 Award - 4/19/19 - 11/13/19
2019 Award - 4/19/18 - 11/07/18
2018 Award - 4/21/17 - 11/06/17
2017 Award - 3/26/16 - 11/11/16
2016 Award - 6/16/15 - 11/09/15
2015 Award - 6/16/14 - 11/09/14
2014 Award - 6/16/13 - 11/09/13
2013 Award - 6/16/12 - 11/09/12
2012 Award - 6/16/11 - 11/09/11
NMLS#: 1447633
About W Ryan Winterstein
Ryan’s role on the team has always been to craft financial plans for post and pre retirees to help them meet their financial goals. His emphasis on the team is working with business owners. Specifically, Ryan collaborates with business owners’ accountants to design appropriate Retirement Plans and systematically review them to ensure the plan fits the business’ needs and goals. He holds the Accredited Asset Management Specialist® designation through the College for Financial Planning and has been named “Five Star Wealth Manager” by Crescendo Business Services in Baltimore Magazine from 2012 to 2021.
Out of the office, Ryan enjoys spending time with his wife Kathleen and his four children. The Winterstein family resides in Jarrettsville and enjoys traveling in their motorhome to National Parks and various east coast destinations to make some long lasting family memories and learn some history along the way.
2012-2021 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2021) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2021 Award - 4/27/20 - 10/30/20
2020 Award - 4/19/19 - 11/13/19
2019 Award - 4/19/18 - 11/07/18
2018 Award - 4/21/17 - 11/06/17
2017 Award - 3/26/16 - 11/11/16
2016 Award - 6/16/15 - 11/09/15
2015 Award - 6/16/14 - 11/09/14
2014 Award - 6/16/13 - 11/09/13
2013 Award - 6/16/12 - 11/09/12
2012 Award - 6/16/11 - 11/09/11
About Matt Cech
Matt lives in Lutherville, Maryland with his wife, Cait, and their 3 children. He and his family enjoy spending time at the beach when they're not busy with sports.
He is a graduate of Mount St. Mary’s University with a degree in Finance. He holds his Series 7, Series 66, Series 31, and Life & Health Licenses.
About Suzanne Yoder
Suzanne earned her Bachelor of Science degree from Towson State University. She is both Series 7 & Series 66 licensed.
Suzanne lives in Hunt Valley, Maryland along with her two sons and is an avid baseball fan.
About Merri Toulas

Contact Alex B Humphries

Contact Jonathan R Shimaitis

Contact Ronald W Mitcherling Jr

Contact W Ryan Winterstein
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
1Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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