Our Story and Services

Weaving Road Wealth Management

Our team has spent over twenty years discovering, implementing, and monitoring individual's financial plans across the country. We strive to ensure our clients achieve and maintain their financial independence to pursue what is most important to them. Our belief centers on a holistic approach. As a Portfolio Management Team, we offer our clients a range of cash flow management, strategic debt planning, and asset management services.

Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked that can have a significant impact on your ability to achieve financial independence. Finally, clients can expect consistent contact and periodic goal review moving forward as we adapt to unforeseen events and conditions on both a personal and global level.
Services Include
  • Alternative Investments1
  • Asset Management2
  • Cash Management3
  • Estate Planning Strategies4
  • Executive Financial Services5
  • Wealth Management6
  • Business Succession Planning7
  • Endowments and Foundations8
  • Financial Planning9
  • Planning for Education Funding10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Our team has over thirty five years of industry experience. In addition to this experience, our team members have backgrounds in many diverse fields including banking, information technology, marketing, and corporate management. This blend of experiences allows us to analyze and approach investment choices from different perspectives. We have a concierge practice, in which we limit the number of client relationships that we are engaged in at any given time. This allows us to fully embrace multi-generational wealth planning.

    Working With You

    1. We will develop a comprehensive financial plan that serves as the framework for the strategies we develop with you.
    2. Together, we develop and implement investment strategies that help you to reach your financial goals while incorporating your individual needs, risk tolerance and timeframe.
    3. Our team commits to a regular meeting schedule for each of our clients that is designed to monitor your plan in conjunction with changes in your life.

      Clients

        Location

        7733 Forsyth Blvd
        Ste 2100
        Clayton, MO 63105
        US
        Direct:
        (217) 875-7603(217) 875-7603
        Toll-Free:
        (800) 446-4058(800) 446-4058

        Meet The Weaving Road Group

        About Me

        As a licensed investment professional since 1997, Pen implements wealth management strategies for clients by concentrating on portfolio management.  He began his career with Morgan Stanley Dean Witter in New York City.  Upon moving back to his hometown of Decatur, Illinois in 1999, he managed an office for Edward Jones, later joining Morgan Stanley in 2006 to take advantage of the breadth of resources available at the firm.  He focuses on multi-generational wealth planning, investment management, and business development.
        Pen earned a B.S. in Information Technology from Syracuse in 1996. He enjoys participating in his family's activities, playing tennis, and traveling. He is married to wife, Dawn, and has two children, Halle and Will. They reside in Decatur.
        Securities Agent: TX, IL, WA, SC, NY, NV, NJ, NC, MO, MN, MI, MD, MA, LA, IN, FL, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
        NMLS#: 1285176

        About Me

        Pete joined Morgan Stanley in 2015 to help our team grow and increase the service provided to all our clients.  Pete comes to Morgan Stanley with a background in finance and banking; having spent six years in regional management with US Bank in St. Louis.  He received his Bachelor of Science degree from Saint Louis University in Finance and Marketing. In March of 2018, Pete earned his CERTIFIED FINANCIAL PLANNER™ certificate. In his free time, Pete enjoys pick-up basketball and yard work.
        Securities Agent: MO, IL, WA, TX, SC, NY, NJ, NC, MN, MI, MD, MA, LA, IN, FL, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
        NMLS#: 570022

        About Me

        As the Senior Registered Associate, Karole is instrumental in providing first class customer service and also operational support for the group. She has been with Morgan Stanley since 2006. Karole previously ran the Edward Jones office in Decatur, and prior to that she had a career at Southwestern Bell in Springfield, Illinois. Karole enjoys traveling, shopping, and spending time with her children and grandchildren.
        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
        Maximum Benefit and Contribution Limits 2013 - 2019

        Maximum Benefit and Contribution Limits 2013 - 2019

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        1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

        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 is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

        Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

        4Morgan 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.

        5Tax 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.

        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.

        7Morgan 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.

        8Morgan 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.

        9Morgan 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.

        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.

        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.


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