Our Story and Services

We believe that a financial plan is successful only to the extent that it helps you achieve your life goals. Your strategy should support the way you choose to live, and reflect the values that you and your family share. It should cover every aspect of your financial life, allowing you to focus on what really matters to you: your family, your work and your personal and philanthropic interests.For over 40 years, our multigenerational team has worked with our clients to create, implement and maintain precisely tailored, comprehensive financial and investment strategies based on their life goals. Many of these relationship span decades, and more than a few of them span generations. We are honored to have earned their trust and friendship, and are completely committed to helping them reach their goals. We look forward to learning more about you and your family and discussing how we work to enhance the quality of your life.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Endowments and Foundations2
  • Estate Planning Strategies3
  • Financial Planning4
  • Fixed Income5
  • Lending Products
  • Life Insurance6
  • Municipal Bonds7
  • Planning for Education Funding8
  • Retirement Planning9
  • Executive Financial Services10
  • LGBT Planning Services
  • Philanthropic Services
  • Trust Services*
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Our Clients

Our clients have a lot in common with each other. They are intelligent, industrious people who have achieved considerable success by focusing on their businesses, professional practices or their corporate careers. They have ambitious life goals that can only be reached through hard work and careful planning. That’s where we come in. We help them translate their life goals into financial objectives. Then we work with them to create thoroughly customized investment and financial plans designed to reach those objectives. 

Not one of our clients is exactly like another. They have their own challenges and aspirations, their own values, family dynamics and world views. We work to understand these unique attributes, then tailor every aspect of our relationship to suit their needs. We make their goals our goals, and strive to meet and exceed their expectations at every turn.

    Location

    899 Cassatt Rd
    Ste 100
    Berwyn, PA 19312
    US
    Direct:
    (610) 408-1909(610) 408-1909

    Meet The Munera Group

    About Me

    Drawing on over 15 years of experience in the financial services industry, Keith Munera works closely with the team’s clients to create, implement and maintain highly customized wealth management plans. Keith’s primary concentrations include portfolio construction, risk management and the development and execution of retirement and financial planning strategies. 

    Prior to joining Morgan Stanley Wealth Management in 2012, Keith spent eight years as a financial advisor at UBS. He previously served as a consultant at McKinsey and Company, working closely with senior executives at major corporations to develop and refine their business strategies. The consultative skills he honed at McKinsey continue to guide his approach to wealth management today.

    Keith received his B.A. in economics and international relations from the University of Pennsylvania, and an MBA in finance from the University of Pennsylvania’s Wharton School of Business. He and his partner, John, live in Berwyn, Pennsylvania with their golden retriever, Spritz.
    Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, VT, WV, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
    NMLS#: 1312674

    About Me

    Brett Caffrey works closely with the team’s clients to create, implement and monitor comprehensive financial plans based on their challenges and aspirations. This includes a strong focus on developing customized allocation strategies. Brett spends a considerable amount of time with the younger members of the team’s multigenerational clients, helping them define their goals and create investment strategies and financial plans to address them.

    Brett originally joined the team as an intern while studying finance at Villanova University. After graduating with a B.S., he worked at Deutsche Bank, and then UBS Financial Services, in an institutional sales role. He returned to the Wildemore Munera Group in 2012 and moved with the team to Morgan Stanley.

    Brett and his wife, Jaclyn, live in Berwyn, Pennsylvania with their son, Jack.
    Securities Agent: KY, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, VT, WV, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1312678

    About Me

    With over 35 years of experience in the financial services industry, including 25 years as a member of the Wildemore Munera Group, Becky Alderfer plays an instrumental role in creating an outstanding service experience for the team’s clients. Becky provides an extensive range of operational support, including communication, account opening and maintenance, and trade execution. Becky began her career at Prudential Securities, joined the team while they were at UBS Financial Services and moved to Morgan Stanley in 2012. Becky earned her B.A. in French from Dickinson College. A longtime resident of Philadelphia, Becky is passionate about supporting the city’s animal rescue organizations.

     

    About Me

    Drawing on over 10 years of experience in the financial services industry, Jillian Sharkey plays a vital role in the Wildemore Munera Group’s daily operational and administrative functions. This includes corresponding with attorneys and accountants, processing wires or distributions and generally ensuring that the team’s clients enjoy a first-class service experience. Jill also serves as the team’s technology liaison and marketing coordinator, responsible for creatively implementing new ideas into the team website, brochures, and marketing materials. 

    Jillian graduated with honors from the University of Pittsburgh with a B.A. She lives in Downingtown, Pennsylvania, where she sits on the board of directors for her homeowners association.

    Investment and Market Perspectives

    On the Markets

    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.

    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.

    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.

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
    Art as An Asset
    CRC 2274738 01/19

    Art as An Asset

    Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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    Ready to start a conversation? Contact The Munera Group today.
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    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 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.

    2Morgan 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, charitable giving, philanthropic planning and other legal matters.

    3Morgan 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.

    4Morgan 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.

    5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    7Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    8Morgan 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.

    9Morgan 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.

    10Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    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.

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    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.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


    CRC 2019752 10/2018