Robert F Manning
Managing Director, Wealth Management, Financial Advisor
Phone:
(215) 854-6271(215) 854-6271
The Philadelphia Legacy Team at Morgan Stanley
Direct:
(215) 854-6271(215) 854-6271
Toll-Free:
(800) 233-1414(800) 233-1414
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
Our Story
We are a wealth management team with over a century of financial management experience combined. Our practice is focused on providing successful families, business owners, lawyers and retirees in the Philadelphia area with customized and personalized financial and wealth planning strategies. With our roots firmly planted in Philadelphia, we feel we are positioned to help you manage your investments and realize your financial goals with focus on all areas of wealth management including Asset Allocation, Financial Planning, Education Planning, Retirement Planning, and Estate Planning strategies.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Upcoming Firm Events
We hope you will join us for this upcoming event.
AI Revolution: The Breakthrough, the Buzz and a Blueprint for the Future
We invite you to watch the replay from our thought-provoking conversation on artificial intelligence (AI) with James Dyett, OpenAI's Head of Enterprise & Strategic Sales, Keith Weiss, Morgan Stanley's Head of U.S. Software Research Jeff McMillan, Morgan Stanley's Head of Firmwide Artificial Intelligence, recorded on Monday, March 24.
CRC4303146 03/2025
Online
Additional Replays
Insight & Resources
Morgan Stanley provides clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
Wealth Management Audiocast
Check out our recent market update audiocasts, including the latest from Wealth Management Chief Investment Officer Lisa Shalett.
Listen Here
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.
Check Out the Latest Episode
Global Investment Committee Weekly Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC Weekly Report
On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read the Latest Report
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts and timely insights to support them at home and beyond.
View Offers from Reserved Living & Giving
2025 Federal Tax Tables
Please view the following attachment to find the 2025 federal tax tables.
View 2025 Tax TablesDigital 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.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Linking your accounts outside of Morgan Stanley, which can help you see your larger financial picture and allow us to have more informed wealth planning discussions.
- Managing your everyday finances such as paying bills online, sending money or transferring funds
MSO Log-In- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Linking your accounts outside of Morgan Stanley, which can help you see your larger financial picture and allow us to have more informed wealth planning discussions.
- Managing your everyday finances such as paying bills online, sending money or transferring funds
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 Vault VideoThe 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.
eAuthorization
eAuthorization allows clients to electronically authorize domestic and international, one-time/recurring transactions through Morgan Stanley Online and the Morgan Stanley Mobile App.
- Fast: Clients can quickly authorize any transaction with one click.
- Convenient: Clients manage their authorizations from anywhere using Morgan Stanley Online or Morgan Stanley Mobile.
- Secure: By using a secure login, eAuthorizations are safely made through online and the mobile application.
- Simple: The branch receives the client’s request, inputs the transaction, the client approves the request, and the transaction is executed.
eAuthorization- Fast: Clients can quickly authorize any transaction with one click.
- Convenient: Clients manage their authorizations from anywhere using Morgan Stanley Online or Morgan Stanley Mobile.
- Secure: By using a secure login, eAuthorizations are safely made through online and the mobile application.
- Simple: The branch receives the client’s request, inputs the transaction, the client approves the request, and the transaction is executed.
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.
eDeliveryCurrently, 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.
eSign
eSign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork.
There is no registration process for you to begin using eSign — all you need is a valid email address and phone number.
eSign VideoThere is no registration process for you to begin using eSign — all you need is a valid email address and phone number.
Data Security
Our highest priority is keeping your information protected. Morgan Stanley dedicates significant resources to protecting your assets and personal information.
-Strong encryption protocols designed to protect your data.
- Continuous monitoring to help detect and prevent fraud.
- Routine testing of our systems and security protocols.
- Independent review by outside security firms.
Data Security-Strong encryption protocols designed to protect your data.
- Continuous monitoring to help detect and prevent fraud.
- Routine testing of our systems and security protocols.
- Independent review by outside security firms.
Location
1650 Market St
42nd Fl
Philadelphia, PA 19103
US
Direct:
(215) 854-6271(215) 854-6271
Toll-Free:
(800) 233-1414(800) 233-1414
Meet The Philadelphia Legacy Team
Traci L Hoelzel
Second Vice President, Wealth Management, Financial Advisor
Phone:
(215) 854-6118(215) 854-6118
Bob Manning
Vice President, Wealth Management, Financial Advisor
Phone:
(215) 963-3892(215) 963-3892
Maria Tyson-Cori
Assistant Vice President, Wealth Management Associate* *Disclaimer: This role cannot solicit or provide investment advice
Phone:
(215) 854-6285(215) 854-6285
Colleen Capone
Vice President, Business Development Associate* *Disclaimer: This role cannot solicit or provide investment advice
Phone:
(215) 854-6071(215) 854-6071
About Robert F Manning
Bob has spent over 40 years providing comprehensive wealth management services to a select group of clients in the Philadelphia area. In addition to helping successful individuals create a customized income plan for retirement, he also focuses on working with attorneys and their clients to develop tailored wealth management solutions. A member of Morgan Stanley’s distinguished Director’s Council, Bob has been providing daily market commentary on KYW news Radio 1060 AM since 1983. He is a passionate Villanova basketball and Notre Dame football fan.
Awards: 2024 Forbes Best-In-State Wealth Advisors
Disclosures:
Source: Forbes.com (Awarded 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Awards: 2024 Forbes Best-In-State Wealth Advisors
Disclosures:
Source: Forbes.com (Awarded 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: MO, NH, GA, TN, NM, MT, MN, ID, VT, WY, UT, PA, DE, CO, TX, NY, MA, AZ, VA, IL, SC, MI, CA, OH, KY, KS, DC, RI, NC, ME, MD, FL, CT, WV, NJ; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1285350
NMLS#: 1285350
About Traci L Hoelzel
With over 30 years of financial services experience, Traci focuses on inter-generational wealth planning, helping clients develop personalized strategies for transferring wealth and creating their legacies. She values her client relationships and always keeps her clients’ goals, values, concerns and aspirations at the forefront when helping them achieve their financial objectives. Of Traci's 30 years with Morgan Stanley, she worked closely with her late father, Ron Graczyk, for over 13 years. She received her B.A. in Economics from Susquehanna University in 1990.
Securities Agent: NC, IN, GA, FL, UT, VT, NY, KS, CA, MN, ID, KY, WA, TX, IL, CT, CO, AZ, SC, ME, MA, VA, DE, WY, RI, OH, NH, WV, MT, MO, MI, MD, PA, NM, DC, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1413974
NMLS#: 1413974
About Bob Manning
Since joining Morgan Stanley in 2013, Bob has focused on enhancing client service and business growth, as well as providing another layer of insight into our team’s investment analysis. He began his career as a Product Specialist with the Firm’s industry-leading Consulting Group, which leverages a process-driven approach designed to optimize portfolio return potential in various market environments. Bob earned his B.S. in Management with a minor in Economics from Bucknell University, and is proud to be the second generation in his family to serve clients as a Financial Advisor.
Securities Agent: VT, VA, NM, MO, ID, DC, WV, DE, MN, MA, CT, TN, RI, FL, CA, AZ, KY, NC, ME, KS, CO, WY, UT, NY, NJ, PA, NH, TX, MT, MD, IL, SC, OH, MI, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1404044
NMLS#: 1404044
About Maria Tyson-Cori
Maria Tyson-Cori is a Wealth Management Associate who has been with Morgan Stanley for over 50 years. Maria assists Financial Advisors in all phases of financial services, and she leads up the team's client experience, including portfolio reviews and updates.
About Colleen Capone
Colleen joined Morgan Stanley Dean Witter as a Support Professional in 1997. In 2004, she transitioned to Smith Barney in Philadelphia to join their management team where she has continued her career for the past 20 years. Colleen is a graduate of Villanova University where she earned her degree in Liberal Arts with minors in Sociology and History. In her spare time she loves spending time with her many nieces and nephews as well as her siblings traveling and going to the beach.
Contact Robert F Manning
Contact Traci L Hoelzel
Contact Bob Manning
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
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 Philadelphia Legacy Team today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 and other legal matters.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
4When 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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 and other legal matters.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
4When 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.
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)
