Our Story

The Mundy Wealth Management Group at Morgan Stanley has over 42 years of combined investment experience. We adhere to a disciplined process providing our clients with a consistent yet customized wealth management experience.

We are one of the few Morgan Stanley teams with a Family Wealth Director, a distinction earned by fewer than 2% of all Morgan Stanley advisors, which demonstrates extensive knowledge 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 to provide our clients with a truly differentiated, luxury experience, competitive with a family office alternative. We have one member who holds her Certified Financial Planner (CFP®) certification demonstrating our focus on providing our clients with a holistic comprehensive financial planning experience. Our team has earned the Portfolio Management Director designation which represents a select group at the firm qualified to manage client assets attesting to the depth of experience and education in managing clients funds in a variety of market conditions and across market sectors.

Together we utilize our experience and investing knowledge to better serve our clients. Our objective is to provide responsive, customized investment advice and wealth management, so that our clients confidently devote their time to the things that are most important to them.
Services Include
  • Financial Planning1
  • Wealth Management2
  • Retirement Planning3
  • 401(k) Rollovers
  • Asset Management4
  • Professional Portfolio Management5
  • Planning for Education Funding6
  • Lending Products
  • Life Insurance7
  • Long Term Care Insurance8
  • Sustainable Investing9
  • Divorce Financial Analysis10
  • Estate Planning Strategies11
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
  • Genuine Interest
    Our clients choose us because we have a genuine interest in their success. For us, it’s about building long-term relationships and seeing ongoing growth. Helping define and meet your goals in a way that is appropriate for how you invest and what you want to achieve is fundamental to our approach.
  • Wealth Planning Family Values
    Working with varied individuals and families gives us the experience, perspective and skill to help our clients build a financial future. As professionals, we can translate the goals of our clients into a custom and holistic designed wealth plan — tailored with your financial future in mind.
  • Delivering Quality Service
    While bringing complementary skills and perspectives, our team is committed to meeting our clients’ needs promptly and professionally. Our goal is to earn each client’s confidence with the quality of our solutions and the excellence with which they are delivered.
  • Collaboration
    Our clients will have access to the finest financial thinking, innovative products and strategic executions, positioned to help meet their needs and achieve their goals. Working collaboratively as a team, our clients benefit from personalized advice, objective guidance and our resolute dedication to their success.

Our Process, Your Experience

As your dedicated team of wealth management professionals, our role is to help you develop a customized financial strategy that outlines a clear path to your goals. Together we create a strategy you can follow, guiding you to make informed, confident decisions to navigate through today’s complex financial markets. We adhere to a disciplined process designed to help you achieve and maintain your financial goals.
  • STEP 1: Detailed Discovery and Goal Clarification
    From the beginning, we spend the majority of our initial time together getting to know you and “your world”, including the most important people, things, and activities in your life.
  • STEP 2: Analyze and Evaluate Your Current Financial Position
    Here we gain a deep understanding of your current investment strategy and take a closer look at your income, spending habits, liabilities and tax matters, as well as any wealth transfer goals.
  • STEP 3: Strategy Recommendations
    Together we create prospective strategies that are tailored to fit your specific risk tolerance, time horizon and goals to identify and make informed recommendations to design a flexible investment management plan that is uniquely yours.
  • STEP 4: Delivery Of Your Proposed Goal Map
    Finally, we share a roadmap for implementing the appropriate strategies to manage your assets. We take the time to ensure you understand all of your options and how each impacts your overall plan. It is our job to keep you informed as we work together to monitor your situation.
  • Managing The Rewards of Success
    Our clients rely on us for objective portfolio advice and analysis of any investments they consider.
  • Educating New Generations
    We help our clients access appropriate investment vehicles such as education savings programs and custodial accounts.
  • Shaping Retirement
    Whether our clients are accumulating wealth or making the transition to generating asset based income, we help implement their vision.
  • Protecting Wealth
    We help our clients protect their assets, their income, as well as their families and businesses’ financial security.
  • Giving Back Through Philanthropy
    We can help implement a strategy that rewards and benefits the causes our clients care most about.
  • Building A Unique Legacy
    We work with our clients' accountants and attorneys to help connect their lives and legacy goals to position their portfolios appropriately.

Digital Resources

We are committed to remaining at the forefront of technology, providing you with tools and resources to help you manage and protect your wealth. From online access and mobile banking to cybersecurity and identity protection, we understand that protecting your personal information and maintaining access to your money are paramount to helping you achieve your wealth management goals.

For more information:

Location

899 Cassatt Road
Suite 100
Berwyn, PA 19312
US
Direct:
(610) 408-1993(610) 408-1993
Toll Free:
(800) 345-3050(800) 345-3050

Meet The Mundy Wealth Management Group

About Me

Will has been a Financial Advisor for over seventeen years.  He is a Family Wealth Director, Portfolio Management Director and Senior Vice President at Morgan Stanley.  As a Family Wealth Director, a distinction earned by fewer than 3% of all Morgan Stanley 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 Portfolio Management Director, which places him in a select group at the firm qualified to manage client assets.

Will has been the recipient of the Five Star Professional Top Wealth Manager award in Philadelphia Magazine from 2013-2018.  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.  He currently serves on the Board of Directors for St. David's Nursery School in Wayne, PA where he Chairs the Capital Campaign Committee.   Will currently resides in Wayne, PA with his wife Missy and daughters Madeleine and Molly.
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WI, WV; Investment Advisor Representative; General Securities Representative
NMLS#: 533835

About Me

Emily has been in the financial services industry for over eight years. She is a CERTIFIED FINANCIAL PLANNER™ certificant, awarded by the Certified Financial Planner™ Board of Standards, Inc. She is also Series 7, 66, and Life, Accident and Health Insurance Licensed. She is a recipient of Philadelphia Magazine’s Wealth Manager FIVE STAR award (2018). 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. Emily currently resides in Conshohocken, PA. In her spare time she enjoys traveling, volunteering in her community and spending time on the golf course.
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1706408

About Me

Susan has been in the financial services industry for 17 years. She joined Morgan Stanley in 2017 and holds the Series 7 and 66 licenses. Prior to working in the financial industry, Susan was the owner of a successful transcription company for 15 years. Susan holds a BS Degree in Marketing from Philadelphia University. She lives in Chalfont, PA with her husband, Paul, and their children, Matthew and Hannah.
From Our Team

The Playbook: A Millennial's Guide to Life & Money


Investment and Market Perspectives

On the Markets

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.

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.

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

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
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
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.
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
Ready to start a conversation? Contact The Mundy Wealth Management Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

9The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

11Morgan 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.

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 suitable 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”) 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.


CRC 2019752 10/2018