The Plymouth Creek Group

B.A., Cornell University
CERTIFIED FINANCIAL PLANNER™

Brian Bernhardt provides strategic advice and sophisticated planning services to ultra-high net worth families and business owners. As a Certified Financial Planner, he works with families and their other trusted advisors to develop estate plans and investment approaches focused on strategic asset placement, wealth transfer and tax mitigation strategies.

Prior to joining Morgan Stanley Private Wealth Management in 2012, Brian served as a financial advisor at Deutsche Bank Private Wealth Management. He is a graduate of Cornell University with a B.A. in political science and international relations. He has served as trustee or board member for the Saint James School, the Agnes Irwin School, the St. Mark's Endowment, the Clay Studio and the Arts and Business Council of Philadelphia. Brian lives in the Berwyn, PA with his wife, two teenagers, and two dogs.

brian.a.bernhardt@morganstanleypwm.com
610-260-7571

B.A., Georgetown University
J.D., LL.M., Villanova Law & Georgetown Law

Ryan Flynn counsels families, businesses, and institutions in all facets of managing wealth. He employs thorough planning and a precise attention to details in pursuit of sophisticated solutions that integrate all areas of a client’s financial world, including investment management and the management of market risk; income tax and estate planning strategies; trust administration; philanthropic techniques; sophisticated retirement plan structures; as well as the formation, succession, and sale of closely-held businesses.

Ryan received his B.A. from Georgetown University and his J.D. from the Villanova University School of Law, where he earned the honor of being appointed Editor-In-Chief of the Villanova Tax Law Compendium. He continued his course of studies in tax, estates, and business planning at the Georgetown University Law Center and Villanova’s Graduate Tax Law Program, where he received his LL.M. (Master of Laws) in Taxation and earned the distinction of graduating in the top 10% of his class. He has dedicated his career, first with the Family Office Services group at PricewaterhouseCoopers LLP, then with one of the region’s premier Private Wealth practices at the law firm of Archer P.C., to providing clients with practical and innovative guidance for financial matters of all shapes, sizes, and complexities. As a member of Morgan Stanley, Ryan does not provide tax or legal advice.

Ryan lives in Cherry Hill, NJ with his wife Jenn and twin son and daughter, Tommy and Addie. Ryan serves as President of The Georgetown University Club and on the Board of Governors of St. Joseph’s Preparatory School. He also is a member of the Bar Associations and Estate and Financial Planning Councils of Philadelphia and New Jersey, as well as the Bringing Up Down Syndrome (BUDS) Organization, where he and his younger sister Tricia participate in recreational programs.

ryan.flynn@morganstanley.com
610-260-7573

B.A., University of Vermont

Frank is an Executive Director at Morgan Stanley who works with executives and entrepreneurs, their families, trusts and foundations. He has been in the wealth advisory business since 1998. Prior to joining Morgan Stanley in 2014, Frank was a Director within the Wealth Management Group at Barclays for more than 14 years providing asset management, portfolio construction, banking needs and investment solutions both in New York and Philadelphia. He started his career at Goldman Sachs in their Private Client Services Group in New York City.

Frank earned a B.A. in Economics from the University of Vermont. He has volunteered on a variety of committees including The Agnes Irwin School (Trustee), Franklin Institute, Philadelphia Zoo, Devon Horse Show, Philadelphia Anglers Club and the Academy of Natural Sciences of Philadelphia. Through the Morgan Stanley Volunteer Match program, he is an active participant in the Philabundance Hunger Relief Center program. Frank enjoys skiing, golf and fly fishing. He and his wife Lesley live in Devon, PA with their three children.

frank.coulson@morganstanleypwm.com
610-260-7050

B.B.A., Temple University
M.B.A., Temple University, Fox School of Business

Drawing on over 17 years of experience in the financial services industry, Shaye’s primary role within the team focuses on investment allocation implementation, portfolio management and alternatives investment analysis. As Director of Investments, Shaye also conducts research and due diligence on new and existing portfolio holdings and monitors the team’s exposure to hedge funds, private equity, private credit and real estate.

A Philadelphia native, Shaye completed her MBA at the Fox School of Business at Temple University in the Spring of 2021 with a specialization in Strategic Management. She completed her undergraduate studies at the Fox School of Business as well, obtaining a B.B.A in Finance in 2004, and holds Series 7 and 66 licenses. Shaye lives in the Wynnefield section of Philadelphia with her dog Daisy. She enjoys traveling in her free time, and has visited 22 countries and counting!

shaye.efunnuga@morganstanleypwm.com
610-260-7575

B.S., Drexel University
CERTIFIED FINANCIAL PLANNER™

As Director of Business Strategy, Casey helps create and direct thoughtful strategic solutions for clients. She facilitates cross-functional team collaboration and helps coordinate the partnerships between the team and other specialized areas of Morgan Stanley. As a CFP^® professional, Casey focuses on financial planning and works with the team’s clients to construct comprehensive, multigenerational wealth management plans.

Casey began her career as an Institutional Municipal Sales Associate at Oppenheimer & Co. Inc. She obtained a B.S. in Business Administration with a concentration in Finance from the LeBow College of Business at Drexel University, and holds Series 7, 52, and 66 licenses. Casey lives in Plymouth Meeting, PA with her husband, daughter, dog and cat. Outside of work Casey enjoys singing for fun, traveling, and spending time with her family and friends.

casey.conklin@morganstanleypwm.com
610-260-7574

Mary delivers timely solutions to clients around administrative and operational activities. She joined Morgan Stanley Private Wealth Management in 2022. Prior to that, she served as Vice President and Senior Client Service Associate at J.P. Morgan Private Bank for eight years. Mary has worked in the industry for 20 years and brings a wealth of experience in assisting clients with a wide range of services. She currently holds Series 7, 24, 63 and 66 licenses.

Mary and her partner Mike have a blended family of four children and two grandchildren. Together they enjoy attending their grandchildren’s sporting events and activities, traveling, DIY projects and Sunday dinners with the family.

mary.chiavaroli@morganstanleypwm.com
610-260-7578

As Group Director, Blair oversees day to day operations and plays a key role in delivering exceptional client service. She is focused on finding solutions to help address client issues and ensuring a premium client experience. In this role, Blair leverages 9 years of management experience to execute on the team’s objectives. Prior to her time at Morgan Stanley, Blair was in a management role at UBS in New York. She graduated from the University of Pittsburgh with dual degrees from the School of Business and the School of Arts and Sciences. Blair holds the Series 7, 9, 10, 63, and 66. She lives in Paoli with her husband, daughter, and their rescue dog. Outside of work, Blair enjoys watching sports, walking (slowly), and spending time with her family and friends.