West Conshohocken Market Office

Katie Flaherty is a Managing Director and the Market Executive for the Greater Philadelphia Complex. The Complex includes 9 Wealth Management Offices, as well as a Private Wealth Management Office; Blue Bell, Berwyn, Doylestown, Marlton, Mount Laurel. Newtown Square, Philadelphia, West Conshohocken, and Yardley. The 300 Financial Advisors and Private Wealth Advisors in the Complex manage over $60 billion in assets for our clients.

Katie joined the Greater Philadelphia Complex in 2018. Previously, she had been with Merrill Lynch Wealth Management for 12 years, most recently as the Market Executive for the Stamford, CT market. She started her career at Wells Fargo Private Client Services in 1998, where she held various positions including Financial Advisor, Administrative Manager and Regional Sales Manager.

Katie earned her Bachelor of Science degree in Applied Economics from the University of Minnesota in 1998, and a MBA from Regis University, Denver, Colorado in 2010.

Katie resides in Devon, PA with her family. She enjoys being involved with community organizations such as the Barnes Foundation in Philadelphia, the Bruce Museum in Greenwich, CT, and the CT Challenge in Southport, CT.

Jennifer McGlynn is an Executive Director and the Branch Manager of Morgan Stanley’s West Conshohocken, Pennsylvania wealth management branch.

Jennifer started her career as an intern at BHC Securities while attending Drexel University for her degree in Business Administration with a concentration in Finance. The six-month internship in the Accounts Transfers Department, turned into a part-time position during her senior year and then a full-time position upon graduation. In 2002, Jennifer joined Smith Barney where she was the Operations Manager in Blue Bell, PA and then later in Washington, DC. In 2007, she moved back to her hometown of Philadelphia, where she joined Morgan Stanley as a Complex Administrative Manager. Since being at Morgan Stanley, she has held the roles of Senior Complex Risk Officer, was the field’s first Associate Regional Officer and for the past ten years was the Mid-Atlantic Regional Business Service Officer.

Jennifer is passionate about mentoring talented individuals in Wealth Management and is a founding member of the Women in Wealth Philadelphia Chapter.

Jennifer and her husband Gerry live in Lafayette Hill, PA and have two children, Emma and Jack. She is a huge fan of all Philadelphia sports teams and an avid golfer. Her favorite place is on the beach, any beach, with her family and a good book.

Paul Cola is the Business Service Officer for the West Conshohocken, PA branches. He has been with the firm since January 2023. Paul previously worked as a Premier Producing Sales Manager at Citizens Bank and a Relationship Manager for ultra high net worth clients at Vanguard.

Paul received his degree in from Penn State University. He holds his Series 7, 9, 10, 24, and 66 licenses.

Lewis Harrison is a Private Banker serving Morgan Stanley’s Wealth Management offices in the Greater Philadelphia complex. Lewis began his career in financial services in 2006, and joined Morgan Stanley in 2014 as an Associate Private Banker. Prior to joining the firm, he was an Internal Banking Specialist at Bank of America/ Merrill Lynch, as well as an Investment Service Advisor with the Merrill Lynch Financial Advisory Center. Lewis received a Bachelor of Science in Communications and Economics from the University of Kansas. He resides in Ambler, Pennsylvania. While at the University of Kansas, Lewis played guard on the school’s basketball team. Outside of the office, he supports all Kansas City teams, and enjoys spending time with family and friends.