The Mundy Wealth Management Group at Morgan Stanley

Will has been a Financial Advisor for over twenty-three years. He is a Family Wealth Director, Senior Portfolio Manager and Executive Director at Morgan Stanley. As a Family Wealth Director, a distinction earned by fewer than 5% (as of 12/31/23) of all Morgan Stanley Financial Advisors, Will has an advanced understanding of wealth creation and distribution. Designated Family Wealth Directors must demonstrate professional knowledge and experience in comprehensive wealth management including estate planning, traditional and alternative investments, control and restricted securities, financing alternatives, hedging and monetization, and business succession planning strategies. This designation helps provide clients with a truly differentiated, luxury experience, competitive with a family office alternative. Will is also a Senior Portfolio Manager, which places him in a select group at the firm qualified to manage client assets.

Will has been named one of Forbes Best in State Wealth Advisors from 2019-2024 and has been the recipient of the Five Star Professional Top Wealth Manager award in Philadelphia Magazine from 2013-2024. He has also been featured in numerous financial publications including, The Wall Street Journal, Registered Rep Magazine, Financial Advisor IQ.com and BlackRock Elite Advisor^® Magazine.

Will holds the Chartered Retirement Planning Counselor (CRPC^®) designation from the College for Financial Planning. He is Series 7, 66, and Life, Accident and Health Insurance Licensed. Will earned his Bachelor Degree in Business and Economics from Lafayette College. Will currently resides in Devon, PA with his daughters Madeleine and Molly.

2019-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2013-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (2013-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:

Evaluation periods for all Five Star awards, broken down by market, can be found at https://www.fivestarprofessional.com/wmdisclosures

2013-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:

2013 Award - 03/5/12 - 09/9/12
2014 Award - 03/5/13 - 09/9/13
2015 Award - 03/5/15 - 09/9/15
2016 Award - 03/5/16 - 10/7/16
2017 Award - 01/20/17 - 09/8/17
2018 Award - 02/20/18 - 09/19/18
2019 Award - 02/11/19 - 09/20/19
2020 Award - 02/10/20 - 09/11/20
2021 Award - 01/18/21 - 09/3/21
2022 Award - 2/21/22 - 8/19/22
2023 Award - 02/13/23 - 08/31/23

Emily has been in the financial services industry for over thirteen years. As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst^®, Emily offers clients comprehensive financial planning that encompasses virtually every aspect of their financial lives. This includes comprehensive wealth planning, asset allocation, insurance planning, investment management and social impact investing, tax, trust and estate strategies, philanthropy management and family wealth education. She delivers a strong sense of dedication, attention to detail and superior planning skills to the clients she serves, seeking to provide order and structure to complex situations.

Emily is firmly committed to diversity and inclusion to ensure the needs of the clients and communities she supports are met. A strong believer in paying it forward, Emily co-founded the Greater Philadelphia Women’s Advisory Council at Morgan Stanley in 2019 and currently serves on the Morgan Stanley Greater Philadelphia Diversity and Inclusion Council. She has been recognized as a recipient of Philadelphia Magazine’s Wealth Manager FIVE STAR Award from 2018-2024.

Emily earned her Bachelor of Science Degree in Business and Economics from Lehigh University. While there, she was the captain of the Division I Women’s Golf Team. In her spare time she enjoys traveling, volunteering in her community and spending time on the golf course.


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.

2018-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (2018-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:

Evaluation periods for all Five Star awards, broken down by market, can be found at https://www.fivestarprofessional.com/wmdisclosures

2018-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2018-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:

2018 Award - 02/20/18 - 09/19/18
2019 Award - 02/11/19 - 09/20/19
2020 Award - 02/10/20 - 09/11/20
2021 Award - 01/18/21 - 09/3/21
2022 Award - 2/21/22 - 8/19/22
2023 Award - 02/13/23 - 08/31/23

Keith has over 40 years of experience in the financial markets and has traded and guided his clients through many market cycles. Prior to joining Morgan Stanley in 2009, he was president of Kefco Securities, an equity and options trading firm at the Philadelphia Stock Exchange. He focuses on holistically helping clients with portfolio construction, risk management and retirement and financial planning strategies. Keith holds his Series 7, 63 and 66 securities licenses, as well as annuities and life insurance licenses.
Keith received his B.S in Business Administration from Stetson University and lives in West Chester Pa with his wife Kim of 38years and their two-chow chow’s Travis and Pinkie. In his spare time he enjoys spending time with his grandchildren and golfing at Aronimink Golf Club.

Billy has been in the financial services industry for over three years and joined the Mundy Wealth Management Group in 2024. As a Financial Planning Specialist, Billy has completed extensive coursework on wealth management and accumulation for high net worth individuals and families in order to better serve our clients. He recently obtained the Chartered Financial Analyst (CFA) designation. The CFA^® mark is globally recognized and attests to a charter holder’s success in a rigorous and comprehensive program in the field of investment management and research analysis.

Billy earned his Bachelor of Science Degree in Finance and Accounting from Boston College. He currently resides in West Chester, PA. Outside the office, he enjoys staying active by playing golf and basketball, as well as spending time at the family shore house in Sea Isle City, NJ.

Malkia Dandy is an Assistant Vice President and Business Development Associate. Malkia joined Morgan Stanley in 2015 and has over 24 years of Banking and Wealth Management experience. Her previous roles with Morgan Stanley were Portfolio Associate, Regional Client Engagement Associate, Relationship Partner and most recent, Associate Private Banker. Prior to joining Morgan Stanley, Malkia was a Vice President and Banker Associate with Citi Private Bank. Malkia is FINRA Series 7 and 66 licensed and received her Bachelor of Science from Millersville University.

Ryan Snarski joined as a Licensed Sales Associate in April 2023. His responsibilities include onboarding new clients, processing existing client requests, resolving inquiries, handling estate needs, and preparing materials for client meetings. As a licensed associate Ryan can also execute client portfolio rebalancing and individual stock trades. On a daily basis, Ryan works with our team to modernize our clients’ experience via digital offerings like Morgan Stanley Online, Morgan Stanley Mobile, Digital Vault and e-authorization for client document execution.

Prior to his current role, Ryan worked in Morgan Stanley’s Private Wealth Management office in Conshohocken, PA, working with Trusts, Foundations, and large families. While Ryan was obtaining a BA in Marketing with a minor in Finance from West Chester University of Pennsylvania, he was also interning with the firm. Ryan’s many hobbies outside the office include ice hockey, golf, cooking and most recently running half and full marathons.