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Our Team at Morgan Stanley Wexford Branch

About Me

Mr. Amit Grover is a 2005 graduate of Hamilton College with a B.A. in Mathematics and a minor in Economics. Mr. Grover was a Dean’s List student and a Letter winner on the Men's Lacrosse team. While a student, he completed internships at Merrill Lynch and London based venture capital firm, Saffron Hill. Mr. Grover joined Morgan Stanley in June of 2005 and has obtained his Series 7, 9, 10, 31, 66 Licenses and PA Life, Accident & Health Insurance Licenses. In addition, he has been recognized as a Leader within his Professional Foundations Program Class and was a member of the Morgan Stanley’s prestigious Pacesetters Club in 2006-2012, a global recognition program for Financial Advisors who demonstrate the highest professional standards and first class client service within their first five years.In 2009, Mr. Grover earned the highly regarded CIMA® designation after completing a rigorous curriculum offered by The Wharton School and IMCA organization. Subsequently, in 2011, he became a CFP® certificant and has since been promoted to First Vice President.Mr. Grover advises physicians, business owners, professionals and retirees with approximately $150 million in assets under management as of January, 2019. In addition to advising clients, he serves on the management team of the Northern Ohio-Western Pennsylvania Complex as the Branch Manager for the Wexford, PA office and Chair of the Complex Diversity Council. In these roles, he oversees more than 35 employees. Mr. Grover has been named a Five Star Wealth Manager by Pittsburgh Magazine in 2012-2017. This award is given to Advisors in Pittsburgh who have demonstrated excellence in their field by satisfying 10 objective selection criteria. In 2017, On Wall Street named Mr. Grover as one of the industry's top 100 Branch Managers. Mr. Grover resides with his wife Elizabeth and their daughter Annika in Fox Chapel and they are members of the Sewickley Heights Golf Club.
Securities Agent: CA, CO, DC, FL, IL, MA, MD, MI, NJ, NV, NY, OH, PA, SC, TN, VA, WA, WV; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
NMLS#: 1589603

About Me

Securities Agent: AL, FL, IL, IN, MA, MI, MO, MT, NC, NJ, NV, NY, OH, PA, SC, UT, WA; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures

About Me

Katie began her career as a Financial Advisor at Morgan Stanley (previously Morgan Stanley Dean Witter & Co.) in 1999. During her tenure at the firm, she has served in several leadership roles. In 2014 she accepted the position of Associate Complex Manager of the Northern Ohio – Western Pennsylvania Complex (NOWPAC).

She is a life-long resident of Stark County, Ohio. Katie graduated from Bowling Green State University with an International Business Degree and studied internationally at the Nantes Atlantic School of Business in Nantes, France. Katie leads the local Women’s Employee Networking Group (WENG) at Morgan Stanley and also serves as the President of the Plain Local Schools Foundation.

She and her husband, Jeremy, have two daughters, Grace and Claire. They enjoy biking, camping, golfing, tennis and relaxing as a family. Katie is a cancer survivor and is a passionate supporter of Wishes Can Happen and the St. Baldrick’s Foundation.
Securities Agent: AL, AZ, CA, CO, CT, DE, FL, GA, IL, KY, MI, MO, MT, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, WV; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures

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Branch Address

1603 Carmody Court
Suite 100
Sewickley, PA 15143
US
Branch:
(724) 933-1460(724) 933-1460
Toll-Free:
(800) 966-8274(800) 966-8274
Fax:
(724) 933-1470(724) 933-1470
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

CRC#2324683 12/2018