- The Keystone Wealth Management Group - at Morgan Stanley

Wes Crowley is a Senior Vice President and Financial Advisor with The Keystone Wealth Management Group at Morgan Stanley in Cleveland, OH. For over three decades, Wes has been dedicated to helping clients pursue their financial goals, protect their loved ones, and simplify their financial lives.

After attending Hillsdale College and graduating from Wittenberg University, Wes began his career in wealth management in 1995, joining Merrill Lynch as a financial advisor. It was there that he first developed personalized strategies to help his clients build wealth and preserve their assets. It was also there that he co-founded what has become The Keystone Wealth Management Group –– a team committed to bringing diverse perspectives and seasoned guidance to clients’ financial lives. In 2022, Wes and his team decided to join forces with Morgan Stanley in order to complement the team’s deep knowledge and experience with the investment platforms, intellectual capital, and technological resources of a world-class leader in wealth management.

Co-founding The Keystone Wealth Management Group with Feroze Hussain, Wes oversees clients’ comprehensive wealth management strategies with a focus on helping simplify the complex –– so that his clients and their families can potentially achieve their financial goals with ease. As a Senior Portfolio Manager, Wes designs personalized strategies on a discretionary basis, prioritizing risk-management and tax-efficiency alongside performance. His client-centric approach has earned him a reputation for delivering exceptional results, and Forbes named him an “America’s Top State-by-State Advisor” in 2020 and a “Best-in-State Wealth Advisor” in 2019. But at the end of the day, Wes prides himself not on awards, but on delivering the same level of excellence that his clients have always expected of themselves. For individuals and families, through bull and bear markets, and during life’s most challenging transitions –– Wes goes above and beyond to be a financial resource that his clients can turn to whenever they need a guiding hand.

Outside the office, Wes lives in Pepper Pike, OH with his wife Kathleen and their two children, James and Ryan and his two dogs Baker and Cody.

Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

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 matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.

2026 Forbes America’s Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2026). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 6/30/24-6/30/25. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, client retention, credentials, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC, or Forbes. For more information, see www.SHOOKresearch.com.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.

Forbes Best-In-State Wealth Management Teams 2026
Source: Forbes.com (Awarded January 2026). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 3/31/24–3/31/25. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC, for placement on its rankings. This ranking is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.

Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/19 - 3/31/20. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.

Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/17 - 6/30/18. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.

Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 5968621 09/2023

Kang Su has been working in the financial services industry since 1993 and joined the Keystone Wealth Management Group at Morgan Stanley in 2013. He has worked with both individual investors and institutional investors here in United States as well as internationally. He managed over $2 billion of assets in his previous position at Barclays Capital. Kang Su offers a wide range of experience in the financial world and brings in-depth product knowledge.

Kang Su believes financial planning is the central focus of assisting clients. He is passionate about understanding his clients’ goals, objectives and needs in order to develop personalized strategies for his clients.

As a Morgan Stanley Senior Portfolio Manager, Kang Su provides clients with discretionary investment management. He is also knowledgeable in Alternative Investments. His primary role with The Keystone Wealth Management Group is to manage clients’ portfolio. He does this through diligent research and in-depth study of global markets.

Kang Su graduated from University of California, Davis with a BA in Economics and a BS in Computer Science. He is active in his community, an Assistant Scout Master, a Merit Badge Councilor with Boy Scouts and a Youth Advisor at his church. He is also a PADI Scuba Diving Instructor. He and his wife Lynnette reside in Hershey. Kang Su and Lynnette has 4 grown children.

Steve is a First Vice President, Portfolio Management Director and member of The Keystone Wealth Management Group at Morgan Stanley, a highly skilled advisory team located in Cleveland, Ohio. With more than 32 years of experience, Steve combines his deep analytical skills with an educational approach to help guide clients towards the achievement of their specific financial goals. He is committed to delivering exceptional service as he designs and manages the team’s investment portfolios, utilizing the principles of asset allocation, rebalancing and Modern Portfolio Theory. Steve also manages the group's in-depth research efforts, drawing on the resources of Morgan Stanley's vast research department and investment solutions in addition to third-party research, so he may best align those resources with the team’s investment strategy.

Growing up in a large family in New Jersey, Steve experienced firsthand the challenges and responsibilities that often accompany financial success. He also saw how, if not handled properly, specific events can have a dramatic impact on a family’s long-term financial wellness. When he learned how hard it was to assemble the right team of advisors to help, he decided he wanted to fill that role for others and ultimately sought a career in the banking industry. It was during this experience that Steve discovered his true passion and aptitude for investment management. A few years later, he joined Morgan Stanley as a Financial Advisor and Portfolio Manager and has been a valuable member of the firm ever since.

Steve’s desire to help others is equaled only by his dedication to his community, his firm and his family. He is the President and former Treasurer of the Ohio Association of County Boards of Developmental Disabilities and is a current Board Member and past President of the Cuyahoga County Board of Developmental Disabilities. Steve is also on the Board of the Plexus Education Foundation and a member of University Hospitals Health System’s Diamond Advisory Group. At work, Steve is an active member of Morgan Stanley’s Northeast and Great Lakes Diversity Councils, as well as the firm’s Wealth Management Pride and Ally Focus Group.

Outside of the office, Steve enjoys time spent with his partner, Andrew, and his twin brother, Scott, who has Down Syndrome and lives close by. Running, shopping and dining out are among his favorite leisure activities. He also enjoys traveling and often visits family, friends and clients back on the east coast. A self-described “frustrated bartender,” Steve enjoys making drinks for others, discovering new recipes with interesting ingredients he finds on his many travels.

Disclaimers:
Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

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. The strategies and/or investments discussed in this material may not be appropriate for all investors. Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Rebalancing does not protect against a loss in declining financial markets. There may be a potential tax implication with a rebalancing strategy. Investors should consult with their tax advisor before implementing such a strategy.

Asset Allocation does not assure a profit or protect against loss in declining financial markets.

Alishia Hussain is a Senior Vice President, Financial Advisor, Portfolio Management Director, and Chartered Retirement Planning Counselor^® with The Keystone Wealth Management Group at Morgan Stanley in Cleveland, OH. With deep experience and elite designations, Alishia helps high-net-worth individuals and families plan for their retirements, protect their families, and secure their legacies.

After receiving her bachelor's degree in finance/economics from John Carroll University, Alishia went on to earn a dual M.B.A. in finance and healthcare management from Case Western Reserve School of Management –– a distinctive degree that positions her to offer comprehensive financial guidance with an in-depth understanding of the healthcare industry. After working for six years in the insurance and financial services industries, she joined Merrill Lynch as a financial advisor in 2010. It was there that she became the co-founder of what would become The Keystone Wealth Management Group at Morgan Stanley. In fact, Alishia is the daughter of one of the team’s original founders, and as such she brings a multigenerational perspective to her clients’ lives.

Alishia coheads the team. She focuses on addressing comprehensive financial needs with tailored guidance for high-net-worth individuals and families. She gives deep insight, and world-class resources. As a licensed insurance professional in Ohio and a Chartered Retirement Planning Counselor^®, she has a deep understanding of the critical role insurance plays in helping achieve long-term financial freedom. Whether she’s working with a retiree, business owner, or multigenerational family –– Alishia's unwavering commitment is a testament to her passion for empowering individuals with the financial strategy and literacy to help achieve their financial goals. This is one of the reasons that in 2025 & 2026, Forbes named Alishia to its “Top Women Wealth Advisors Best-in-State” list. Alishia also received the 5-Star Wealth Manager 2026 Award.

Outside the office, Alishia lives in Lakewood, OH. She is an avid traveler and hiker, and in her free time she also enjoys yoga, boxing, and theater. Dedicated to giving back, she supports several non-profits focusing on children’s education, and she often volunteers with several organizations in the area.


2026 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded February 2026). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 6/30/24-6/30/25). Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, client retention, review of best practices and compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC

FIVE STAR AWARD WINNER - 2026
This award was issued on 06/19/2026 by Five Star Professional (FSP) for the time period 11/27/2025 through 06/03/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2054 Cleveland-area wealth managers were considered for the award; 54 (3% of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 1,846, 59, 3%, 6/20/25, 11/27/24 - 6/2/25; 2024: 1,665, 56, 3%, 8/1/24, 10/10/23 - 5/31/24; 2023: 1,721, 52, 3%, 7/1/23, 10/10/22 - 5/5/23; 2022: 1685, 51, 3%, 7/1/22, 10/25/21 - 4/22/22; 2021: 1692, 48, 3%, 7/1/21, 7/6/20 - 5/14/21; 2020: 1548, 62, 4%, 3/1/20, 5/13/19 - 1/24/20; 2019: 1558, 71, 5%, 2/1/19, 5/16/18 - 12/7/18; 2018: 1437, 53, 4%, 2/1/18, 5/22/17 - 12/12/17; 2017: 872, 117, 13%, 1/1/17, 4/26/16 - 12/27/16; 2016: 828, 123, 15%, 1/1/16, 7/27/15 - 12/31/15; 2015: 1595, 130, 8%, 2/1/15, 7/27/14 - 12/31/14; 2014: 1838, 151, 8%, 2/1/14, 7/27/13 - 12/31/13; 2013: 1485, 169, 11%, 2/1/13, 7/27/12 - 12/31/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

Brad brings decades of experience to the service of his clients since 1983. He began his financial services career at a Morgan Stanley predecessor firm after managing his family’s clothing store in Lykens, PA for as long as it took to make him realize that providing people with sound financial advice was his true calling.

A founding member of The Keystone Group at Morgan Stanley, Brad embraced the Financial Advisor team concept long before it became commonplace in the industry. He understood that in an increasingly complex financial environment, clients could benefit from advice in investments, insurance, estate planning and other financial strategies.

Brad is a Morgan Stanley-credentialed Senior Portfolio Manager who provided clients with discretionary investment management for much of his career. Today, he plays a key role in The Keystone Group’s marketing and client relationship management efforts. A lifelong resident of the Harrisburg area, Brad is as committed to his community as he is to his clients. He served as Chair of the Harrisburg Mile for 25 years and is a past Chairman of CREDC, as well as a founding Board member of The Whitaker Center. In addition, Brad spent five years as chairman of the Dauphin County Industrial Development Authority and was a founding board member of Harrisburg University. He is currently honored as a Trustee Emeritus for both the Whitaker Center and CREDC.   

Brad is a graduate of George Washington University with a BA in Political Science. He resides in Harrisburg with his wife Chris and their four children.

Carl has been serving clients as a Financial Advisor at Morgan Stanley since 2006. He has earned an MBA from St. Bonaventure University and an BS in Business from the University of Pittsburgh. He resides with his wife Susan and two English Springer Spaniels, dividing time in Erie, PA and Cape Coral, FL.

A lifetime of experience as a wealth management professional. An industry veteran and founding partner of The 200 Public Square Group, Tj is proud to be a vital member of Morgan Stanley’s history and its predecessor brands for more than 50 years. This rare tenure has enabled him to build longstanding relationships with the firm’s senior leaders, providing his clients and colleagues with immediate access to the full scope of Morgan Stanley’s intellectual capital and global resources.

A graduate of the University of Wisconsin Business School, Tj began his career in 1968 at Smith Barney, which was acquired by Morgan Stanley in 2008. Over the years, Tj has established himself working with institutional equity investment managers and high net worth individuals. In 2020, he established The 200 Public Square Group for the opportunity to share his decades of institutional knowledge with successful professionals and their families. He enjoys working one-on-one with clients and introducing them to a multitude of sophisticated investment strategies to help strengthen their portfolios.

Born in Urbana, Ohio, Tj has been calling Cleveland his home for more than 50 years. He is a firm believer in giving back to his community and his industry and has been active in several organizations throughout his career. These include the Wayland Academy Board of Trustees, the Northern Ohio chapter of Chartered Market Technician (CMT^®) and the Ohio Security Traders Association.

Tj has been happily married to his wife, Janie, for 51 years. They have two sons and two granddaughters. Outside of the office, Tj enjoys golf, paddle tennis, skiing and sailing.

Michael Brennan is a Vice President and Financial Advisor with The Keystone Wealth Management Group at Morgan Stanley in Cleveland, OH. For over 20 years, Mike has been committed to financially empowering his clients and their families through holistic planning, trusted guidance, and exceptional service.

A second generation Financial Advisor, Mike is proud to continue in his family’s tradition of caring for others. He began his wealth management career in 2000 as a Financial Advisor with Morgan Stanley. In 2007, he joined Merrill Lynch, where he went on to serve successful individuals and families for over 15 years. Seeking to complement his own deep experience with top-tier wealth management research and resources, he joined Morgan Stanley once again as part of The Keystone Wealth Management Group in 2022.

Mike’s focus within the team is on helping professionals, business owners, affluent individuals, and retirees navigate their complex financial journeys. This includes retirement income planning, investment strategy, estate planning strategies and comprehensive financial planning. Mike believes in building strong relationships with his clients, understanding their unique needs and goals, and designing personalized financial plans that account for their unique vision of the future. As a trusted family resource, Mike strives to go above and beyond for his clients, providing not just elite financial guidance but also an exceptional client experience –– from in-person meetings, to impromptu phone calls. His commitment to treating clients well has no bounds, and he’s even hand-delivered tins of home-made holiday cookies to his clients’ homes.

Outside the office, Mike lives in Avon, OH with his wife Rhonda and their son Matthew. Passionate about giving back, he serves as a trustee on the board of The Ronald McDonald House and has volunteered with The City Mission in Cleveland, serving meals to Mission residents, mentoring the children that stay on campus, and providing basic financial budgeting for the men’s campus. In his free time, Mike enjoys taking in a Cleveland Sports game, spending time with his family, and staying active in his church community.

Dominic started his career at Merrill Lynch over 24 years ago working. In late 2022, Dominic decided to join Morgan Stanley. Financial Planning is the roadmap he uses to provide Asset management and Retirement solutions for clients to help reach their goals. He is a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary or non-discretionary basis his own personalized or defined strategies, which may incorporate individual stocks, ETFs and bonds, model portfolios, third-party strategies and Alternative Investments.

Dominic is a graduate of Walsh Jesuit H.S. and Marquette University. He also went on to complete the Financial Planning curriculum at John Carroll University and earned the Executive Certificate in Financial Planning. Additionally, In 2008 he earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning.

Dominic is a lifelong resident of Northeast Ohio and together with his wife, Marie Josee, they live in Westlake, Ohio.

Edward (Ned) Siegler is a Vice President and Financial Advisor with The Keystone Wealth Management Group at Morgan Stanley in Cleveland, OH. With over 30 years of experience and a family background in financial service, Ned brings a long-term perspective and a focus on diversification and risk reduction to his management style.

Giving financial advice is in his blood, as it extends back across three generations. In 1924, his grandfather started his career as a stockbroker in Cleveland, and later went on to found his own brokerage firm, Edward N. Siegler and Company, in 1951. Ned’s father Larry started in 1957. After graduating from the University of Wisconsin, Ned followed in his father’s footsteps, joining him at Merrill Lynch in 1991. Every day since then, Ned has dedicated himself to providing world-class financial advice and service to his clients.

With the team, Ned focuses on implementing a disciplined investment strategy. Its aim is to navigate volatile markets and to account for each individual’s goals and timelines. Since many of his clients are in the later stages of life, he often prioritizes tax-efficiency and wealth preservation strategies. However others are oriented towards creating current income, and a few in the opposite approach – trading and speculation. Backed by the resources of a global financial institution, Ned is grateful to be able to provide a wealth management approach tailored to each client’s unique needs. He considers the trust his clients place in him to be a high honor that must be continually earned through actions and results. At the same time, his relationships with clients often evolve into friendships. Regular performance reviews lead to conversations about various aspects of life beyond investments.

Outside of work, Ned is a lifelong Clevelander who lives with his family and pursues various interests. Among them are History and current events, swimming, chess, Spanish and building scale models, many of aircraft. He feels fortunate for his time in this life.
 

Susan Silverberg is a Vice President at The Keystone Wealth Management Group at Morgan Stanley in Cleveland, OH. With decades of experience, backed by the resources of a world-class financial institution, Susan works closely with clients and their families to help them confidently navigate every stage of their financial journey.

A University of Maryland graduate, Susan began her career in wealth management with Merrill Lynch in Tyson’s Corner, VA. It was there that she first developed her approach to wealth management that emphasizes trust, education, and long-term relationships. A lifelong Clevelander, she eventually returned to her hometown, joining the local Merrill Lynch office where she was tapped to train new advisors and serve as a representative on the Women’s Exchange. Then, looking to further enhance her offering with advanced wealth management resources, she came on board with Morgan Stanley.

Working with individuals and families at all stages of life, Susan’s primary goal is to financially empower clients so that they can sustain success throughout their life –– even for the next generation. She believes education is a key to accomplish that mission, especially when legacy planning is involved. That’s why she always makes time to explain herself in straightforward terms and answer their questions thoroughly. Bottom line, she believes in helping clients understand the “why” behind their strategies, and helping them make financial decisions in their own best interest. Whether it's planning for retirement, saving for college, or charitable giving –– Susan is committed to helping clients and their families unlock their vision for the future.

Outside the office, Susan lives in Pepper Pike, OH with her husband Richard. Dedicated to her community, she serves on the board of Bellefaire JCB, where she sits on the Development Committee & Finance Committee.. She is also the President of The Partners for the Cleveland Institute of Music. In her free time, she enjoys travel, golf, and staying active outdoors with her family.

Patti has over 30 years experience in the financial services industry. At Morgan Stanley she serves as a Senior Registered Client Associate for the Keystone Wealth Management Group. She is responsible for all aspects of client service and account support and strives to deliver a positive client experience with each phone call she receives.

Patti and her husband, Wayne, live in Eastlake, Ohio with their dog, Maizie, and cat, Lulu.

Diane graduated from Bowling Green State University in 1994 with a Bachelor of Arts in English. She continued her education at Notre Dame College where she earned her teaching certificate. She taught third grade for several years before making a career change to the Financial Service Industry.

In 2012, Diane began her career as a Client Service Associate at Morgan Stanley. In 2020, Diane decided to join Wes, Alishia, and Ned’s team. She looks forward to developing strong personal connections with all of the Keystone Wealth Management Group’s clients. Diane focuses on utilizing her deep job knowledge to deliver exceptional service to clients and their families. Her goal is to make the wealth management process as easy as possible for clients so they can focus on enjoying the life they have worked so hard to achieve. With her efficiency and attention to detail, she excels in handling client concerns to make the entire wealth management process as seamless as possible.

Melissa began her career at Morgan Stanley in 2000, marking the start of her journey in the financial industry. Over the years, she gained valuable experience working for several financial firms. In 2007, she decided to step away from her professional life to focus on her family, raising her two children. Now, with her daughter having graduated from high school and her son entering his junior year, Melissa is excited to return to Morgan Stanley, as a Client Service Associate with Keystone Wealth Management.

Melissa resides in North Ridgeville, Ohio. She enjoys spending time with her family and friends, attending concerts, exploring new restaurants, and relaxing with a good movie night at home.