Welcome

The individuals and families we serve are an exceptional group of people. Some are CPAs or professionals within the medical field. Others are specialists in the automotive industry; still others are busy entrepreneurs and small business owners. Essentially, all have achieved financial success, but need assistance in developing a plan to preserve, enhance, and ultimately transfer their wealth.At The Park Street Group, we understand the challenges you face. In fact, we've built our practice around customizing financial solutions for people just like you. Our wealth management approach is focused not only on helping you articulate your goals, but also on reviewing all aspects of your financial life. Our investment platform is carefully structured to help you with the income you need to cover today's living expenses.We have availed ourselves of virtually every opportunity the firm offers. We have combined our talents to help our clients simplify and manage the complexities of their financial lives, so they and their families can live the lifestyles they choose. We understand how hard you have worked to achieve your goals, and we will work even harder to help your wealth will lead to continued prosperity over time.
Services Include
  • UGMA/UTMA1
  • Wealth Consulting
  • Wealth Management2
  • 401(k) Rollovers
  • Asset Management3
  • Business Planning4
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

34901 Woodward Ave
Ste 300
Birmingham, MI 48009
US
Direct:
(248) 258-1796(248) 258-1796
Toll-Free:
(800) 258-1750(800) 258-1750

Meet The Park Street Group

About Me

David Nicholas Hall
First Vice President, Wealth Management
Portfolio Manager
Financial Advisor

David joined Morgan Stanley’s Birmingham office in 2008 and has more than 26 years of experience in the financial services industry. His area of experience includes investment consulting services, portfolio management and customized retirement planning. He is a Senior Investment Consultant having successfully completed the Investment Counsel Program at the University Of Chicago Graduate School of Business.

David is the tactician of the team whereby his investment approach is through a realistic, orderly and disciplined process. He combines sophisticated asset allocation with various investment strategies utilizing ETF’s (Exchange Traded Funds), Professional Money Management combined with either Taxable or Tax Free Bonds. He then customizes to build an overall portfolio that establishes an investment strategy designed to balance risk and return.

Born and educated in the United Kingdom, David served in the British armed forces as a Royal Navy Diver for over seven years. He later became a professional charter boat captain based in the US Virgin Islands. On moving to Michigan in 1986 he transitioned into the world of finance, initially involved as a commodities broker licensed in Chicago and finally settling into the role of financial advisor in Southeast Michigan.

David, now a US citizen, has lived in Michigan for over 30 years and is involved in many charitable causes including the Kiwanis and Habitat for Humanity. He enjoys spending time with his family and participating in many activities, particularly tennis, golf and scuba diving.
Securities Agent: TX, MI, WI, VA, TN, SC, PA, OR, OH, NY, NV, NJ, NC, MN, MD, LA, IN, IL, HI, GA, FL, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1395576

About Me

Terrence F. Falahee
First Vice President, Wealth Management
Portfolio Manager
Financial Advisor

Terrence joined Morgan Stanley in 2008 and has over 31 years of experience in the financial services industry.  His areas of focus include comprehensive financial planning and retirement plans. Terrence is a Portfolio Manager as well as Senior Investment Consultant having successfully completed the Investment Counsel Program at the University Of Chicago Graduate School Of Business.

Terrence’s approach to financial planning favors high-quality investments that offer long-term value to help his clients build on their invested assets, mitigate income taxes and protect their holdings against inflation.

“I believe in the credo that clients come first and that the quality of the service I provide is the truest measure of my success.”

Terrence graduated from the University of Michigan with a finance degree and has lived in Orchard Lake for more than 20 years.  When he’s not working with clients, Terrence volunteers with his church, and with Good fellows, a local charity that works to provide necessities for the area’s needy children.  Terrence also enjoys both snow and water skiing, golfing and spending time with his wife, Michelle, and their daughter, Christina, whose basketball team he coaches.
Securities Agent: TX, MI, WI, VA, TN, SC, PA, OR, OH, NY, NV, NJ, NC, MN, MD, LA, IN, IL, IA, HI, GA, FL, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1297815

About Me

Scott T. Nehra
Vice President, Wealth Management
Portfolio Manager
Financial Advisor

As an investment professional for more than 16 years, Scott implements wealth management strategies for clients of the Park Street Group by concentrating on comprehensive portfolio management. His experience includes insurance, variable annuities, options, high-dividend yielding securities, and portfolio selection as well as portfolio management.

A graduate of Central Michigan University where he earned a Bachelor of Science degree in Finance, Scott spent seven years at Robert W. Baird & Co. After joining Morgan Stanley, Scott merged his business with the HFP Group creating the Park Street Group.

As a member of the Park Street Group, Scott provides investment consulting services. His mission is to make a difference in his clients’ lives by listening closely to their personal definitions of “growth” and building customized portfolios that help achieve this specific goal. Scott’s approach favors high quality large cap investments that offer long-term value to help his clients build on their invested assets, preserve the wealth they have already accumulated and mitigate the impacts of inflation.

Scott and his wife Kristin, live in St. Clair Shores with their two daughters. When he’s not working with clients, Scott enjoys golfing, travelling, exercising and spending time with his family. This includes coaching his daughter’s softball team. Scott also gives back to his community by being a member of  “Our Lady of Hope” men’s club.
Securities Agent: MI, WI, VA, TX, SC, PA, OR, OH, NY, NV, NJ, NC, MN, MD, LA, IN, IL, HI, GA, FL, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1274527

About Me

Bruce E. Platt
Senior Vice President, Wealth Management
Portfolio Manager
Financial Advisor


An experienced veteran of the investment industry for more than 40 years. Bruce focuses on individual investment consulting, retirement planning and portfolio management. Bruce joined Morgan Stanley in 2008 with his team, The Park Street Group.

Bruce’s investment philosophy is to work with his clients, establishing a long-term disciplined investment strategy that is designed to balance risk and returns in a combination of income and growth investments.

“I pride myself on listening carefully in order to assess which investment services might best suit each client.”

Bruce earned a BA in Economics from the University of Michigan.  He has also completed advanced studies through the Securities Industry Association at the Wharton School of Business at the University of Pennsylvania.

A longtime resident of Rochester Hills, Bruce participates in numerous charitable activities, and enjoys golf, tennis and traveling with his family.
Securities Agent: TX, OH, MI, WI, VA, SC, PA, OR, NY, NV, NJ, NC, MN, MD, LA, IN, IL, HI, GA, FL, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1278595

About Me

Sr Client Service Associate
tel: 248-258-2714
Deborah.Poquette@morganstanley.com

About Me

Sr Registered Associate (FARS)
tel: (248) 988-2380
Heidi.Kriewall@morganstanley.com

About Me

Client Service Associate
tel: (248)-258-6118
michelle.falahee@morganstanley.com
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.

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Consolidate Your Cash at a Competitive Rate

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2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
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Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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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.
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
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
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
Ready to start a conversation? Contact The Park Street Group today.
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1Morgan 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.

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.

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