Alana Margolin
Senior Vice President, Wealth Advisor
Phone:
(610) 260-7469(610) 260-7469
The Margolin Group at Morgan Stanley
Direct:
(610) 260-7469(610) 260-7469
Toll-Free:
(800) 347-4305(800) 347-4305
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
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.*
Advice Matters
Not all advice is the same. My team's advice is backed by advanced technology, exceptional insight and institutional scale that can't be found just anywhere.
We offer wealth planning informed by sound advice, developing comprehensive solutions to help you meet your goals. We take the time to develop a deep understanding of your complete financial picture, using your unique objectives to construct an investment strategy that is appropriate and all-encompassing. We will be sure to communicate with you regularly throughout our relationship and make adjustments as your life and the financial markets change.
We offer wealth planning informed by sound advice, developing comprehensive solutions to help you meet your goals. We take the time to develop a deep understanding of your complete financial picture, using your unique objectives to construct an investment strategy that is appropriate and all-encompassing. We will be sure to communicate with you regularly throughout our relationship and make adjustments as your life and the financial markets change.
Working With You to Provide:
- Comprehensive Wealth Planning
- Personalized Advice
- World Class Standard of Care
Our Suite of Digital Tools
Digital technology is centered on how people communicate, consume, transact and travel. Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
- Managing your everyday finances such as paying bills online, sending money or transferring funds
Morgan Stanley Online- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
- Managing your everyday finances such as paying bills online, sending money or transferring funds
Total Wealth View
We've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Total Wealth ViewThe ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery. Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.
eDelivery
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Digital VaultMedia and Research
Morgan Stanley seeks to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future, and why. The links below provide in-depth analysis on interesting topics that are affecting the worlds of business and finance not only now, but in the future.
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Thoughts On The Market Podcast
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
On The Markets Research Report
Morgan Stanley Ideas Podcast
From the use of satellite data technology to solve some of the world's most complex problems, to learning how not to follow the crowd when making decisions, The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.
Morgan Stanley Ideas Podcast
Global Investment Committee Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC Weekly Research Report
How to Handle Volatility
Markets have gotten much more volatile recently. Here's why investors should keep their focus on the long game.
Learn More
A Simple Six-Step Retirement Checkup
When market volatility arises, checking in on your retirement plans may make a lot of sense.
Learn morePersonalized Solutions
We are here to answer your financial questions and help you implement the best strategies for your specific goals and circumstances. From buying a home to rolling over your 401(K), here are some of the questions we help our clients answer every day.
Financial Planning
How do I prepare for a more secure future knowing that certain events - like a divorce or a death in the family can dramatically impact my financial plans?
Retirement Planning
Have I saved enough for retirement so I can maintain my current lifestyle without worrying I'll run out of money? What is the best way to re-invest my 401(K) when I get ready to leave my company and retire?
Asset Organization
I have assets that are spread across many organizations as well as platforms. How do I get organized and simplify my financial life?
Professional Portfolio Managment
I have so many things that I want accomplish. How can one investment strategy balance everything?
Location
100 Front St
Ste 600
West Conshohocken, PA 19428
US
Direct:
(610) 260-7469(610) 260-7469
Toll-Free:
(800) 347-4305(800) 347-4305
Meet The Margolin Group
Allen Margolin
Vice President, Financial Advisor
Phone:
(610) 260-7467(610) 260-7467
David Adler
Portfolio Associate
Phone:
(610) 260-8645(610) 260-8645
About Alana Margolin
With more than 28 years of experience as a Financial Advisor, I help my clients accumulate and preserve wealth so they can achieve their lifestyle goals. An active listener, I am dedicated to discovering your short-term needs and long-term objectives and developing a wealth management strategy designed to help you meet your goals in the context of your risk tolerance.
I will work with you on many aspects of your financial life, from in-depth financial planning and customized portfolio construction and management to retirement planning, estate planning strategies and wealth transfer. Backed by the stability, resources and intellectual capital of Morgan Stanley, I also provide access to a vast network of specialists who can help support your needs.
I believe my longevity in the business is due to the high level of service I consistently deliver to my clients and their families. Over the years, I have carefully nurtured lasting relationships built on a foundation of trust, loyalty, integrity and transparency. These relationships are the cornerstone of my success, and I am honored when my clients turn to me for advice on any financial decision they are making.
An exercise enthusiast, I believe both fiscal and physical fitness require discipline and follow-through. By working closely with you to develop, execute, monitor and adjust your customized wealth management plan, I strive to help simplify your financial life so you can confidently focus on the things that are most important to you.
NMLS # 1332019
I will work with you on many aspects of your financial life, from in-depth financial planning and customized portfolio construction and management to retirement planning, estate planning strategies and wealth transfer. Backed by the stability, resources and intellectual capital of Morgan Stanley, I also provide access to a vast network of specialists who can help support your needs.
I believe my longevity in the business is due to the high level of service I consistently deliver to my clients and their families. Over the years, I have carefully nurtured lasting relationships built on a foundation of trust, loyalty, integrity and transparency. These relationships are the cornerstone of my success, and I am honored when my clients turn to me for advice on any financial decision they are making.
An exercise enthusiast, I believe both fiscal and physical fitness require discipline and follow-through. By working closely with you to develop, execute, monitor and adjust your customized wealth management plan, I strive to help simplify your financial life so you can confidently focus on the things that are most important to you.
NMLS # 1332019
Securities Agent: TN, CO, VT, MD, OH, NY, NJ, MI, DE, FL, VA, NM, PA, CA, OK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1332019
NMLS#: 1332019
About Allen Margolin
With over 30 years of financial advising experience I pride myself on creating comprehensive wealth management strategies that take into account every aspect of my client’s lives. I have been with Morgan Stanley for almost two decades working with affluent families, individuals, corporations, and nonprofit organizations.
I construct customized investment strategies to help my clients meet their financial goals and preserve wealth, so they can worry less and enjoy more. I believe in creating unique financial plans for each of my clients taking into account their risk tolerance and acting accordingly. Assisting clients with lending and asset protection, to help them feel safe about their financial future. Being fluent in both English and Russian I service a wide range of clients around the country.
Long-term relationships based on integrity and trust are focal points of my practice. I leverage Morgan Stanley’s institutional scale and resources to provide my clients with exceptional service. Through thoughtful, strategic guidance I am able to deliver detailed, well-organized, road maps for each individual, based on their financial needs and goals.
In my free time I enjoy cycling, skiing, traveling, and giving back to the community by participating in many charity events.
I construct customized investment strategies to help my clients meet their financial goals and preserve wealth, so they can worry less and enjoy more. I believe in creating unique financial plans for each of my clients taking into account their risk tolerance and acting accordingly. Assisting clients with lending and asset protection, to help them feel safe about their financial future. Being fluent in both English and Russian I service a wide range of clients around the country.
Long-term relationships based on integrity and trust are focal points of my practice. I leverage Morgan Stanley’s institutional scale and resources to provide my clients with exceptional service. Through thoughtful, strategic guidance I am able to deliver detailed, well-organized, road maps for each individual, based on their financial needs and goals.
In my free time I enjoy cycling, skiing, traveling, and giving back to the community by participating in many charity events.
Securities Agent: OK, VA, TN, MI, MD, DE, DC, NJ, FL, CA, VT, CO, PA, OH, NY, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1301133
NMLS#: 1301133
About David Adler
David has worked at Morgan Stanley for 9 years in wealth management. Previously, he worked at Wells Fargo Advisors for 11 years. Prior to financial services, David worked as a chemist for Rohm and Haas Company (now DowDuPont Inc.), Teva Pharmaceutical Industries, Ltd., and Merck & Co. Inc.
David’s primary responsibility is to service our clients and work with advanced administrative issues, in order to enhance the client experience. David lives in Collegeville, Pennsylvania with his wife, Shari. He enjoys spending time with family and friends, and he is an avid Philadelphia sports fan.
David’s primary responsibility is to service our clients and work with advanced administrative issues, in order to enhance the client experience. David lives in Collegeville, Pennsylvania with his wife, Shari. He enjoys spending time with family and friends, and he is an avid Philadelphia sports fan.
Contact Alana Margolin
Contact Allen Margolin
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Margolin Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
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 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.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
