Alicja Plonska CDFA CEPA
Senior Vice President, Branch Manager, Alternative Investments Director, Insurance Planning Director, Lending Specialist, Portfolio Manager
Phone:
(215) 497-7074(215) 497-7074
Morgan Stanley
Yardley Branch Office
You define success, we help you achieve it
777 Township Line Rd
Ste 301
Yardley, PA 19067
US
Branch:
(215) 968-0900(215) 968-0900
Toll-Free:
(800) 245-1559(800) 245-1559
Branch Manager
Alicja PlonskaPhone:
(215) 497-7074(215) 497-7074
About Morgan Stanley Yardley Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Yardley Branch
Adam Bielemeier
Vice President, Risk Officer
Lewis Harrison
First Vice President, U.S. Banks, Private Banker
Phone:
(610) 260-7136(610) 260-7136
Stephen Topley
Executive Director, Insured Solutions Director
Phone:
(609) 256-0788(609) 256-0788
Kristin Colgan
Branch Administrator
Phone:
(215) 274-2113(215) 274-2113
Aaron Holland
Assistant Vice President, Business Service Manager
Phone:
(610) 408-1929(610) 408-1929
Luke Toews
Vice President, Financial Planning Director
Phone:
(215) 963-3803(215) 963-3803
About Alicja Plonska CDFA CEPA
Alicja Plonska serves as a Senior Vice President and Branch Manager at Morgan Stanley Wealth Management office in Yardley, PA. She is also named the Alternative Investment Director, Insurance Planning Director and Lending Specialist, she is also a designated Certified Divorce Financial Analyst® (CDFA™), and a Certified Exit Planning Advisor (CEPA). She is also a founder of Newtown Legacy Group.
Alicja's team develops personalized strategic advice to address complex needs of individuals, business owners and executives who have unique planning and wealth management needs. Her team combines the true intimacy and personal attention of a boutique style practice and the global resources of one of the world’s largest financial services firms.
As a first-generation emigrant she has a special appreciation and curiosity for the financial systems and structures in the USA. Her unwavering commitment is evident in consistently refining her team's ability to assist clients in structuring an optimal financial strategy tailored to their specific needs.
The footprint of Alicja's approach is a tailored financial strategy, along with a comprehensive cash flow and risk analysis. This multi-fold personalized strategy helps to address many of the core needs of individuals and families with substantial wealth. Moreover, her team, comprised of former business owners, employs distinctive methods to help guide business owners through exit planning (Selling or transitioning out of business), leveraging the strength of Morgan Stanley while working very closely with client’s legal, accounting, and valuation experts to ensure a successful transaction.
Alicja is a magna cum laude Temple University graduate. She received her Bachelors and Masters simultaneously graduating with 2 majors, a minor and a specialization. Alicja has also earned the Certified Divorce Financial Analyst ™ designation, awarded by The Institute of Divorce Financial Analysts™.*
Outside of work Alicja enjoys spending time with her three sons and being involved with Bucks County community, especially Newtown, PA and engaged with the Polish and emigrant community.
Alicja has been awarded America's Top Women Wealth Advisors ranking by Forbes in 2022, 2023, 2024 and 2025. In addition, she has been awarded Forbes Top Women Wealth Advisors Best-In-State in 2024.
Disclosures
2022, 2023, 2024 & 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (2022, 2023, & 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2024 Forbes Top Women Wealth Advisors Best-In-State Source: Forbes.com (2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Alicja's team develops personalized strategic advice to address complex needs of individuals, business owners and executives who have unique planning and wealth management needs. Her team combines the true intimacy and personal attention of a boutique style practice and the global resources of one of the world’s largest financial services firms.
As a first-generation emigrant she has a special appreciation and curiosity for the financial systems and structures in the USA. Her unwavering commitment is evident in consistently refining her team's ability to assist clients in structuring an optimal financial strategy tailored to their specific needs.
The footprint of Alicja's approach is a tailored financial strategy, along with a comprehensive cash flow and risk analysis. This multi-fold personalized strategy helps to address many of the core needs of individuals and families with substantial wealth. Moreover, her team, comprised of former business owners, employs distinctive methods to help guide business owners through exit planning (Selling or transitioning out of business), leveraging the strength of Morgan Stanley while working very closely with client’s legal, accounting, and valuation experts to ensure a successful transaction.
Alicja is a magna cum laude Temple University graduate. She received her Bachelors and Masters simultaneously graduating with 2 majors, a minor and a specialization. Alicja has also earned the Certified Divorce Financial Analyst ™ designation, awarded by The Institute of Divorce Financial Analysts™.*
Outside of work Alicja enjoys spending time with her three sons and being involved with Bucks County community, especially Newtown, PA and engaged with the Polish and emigrant community.
Alicja has been awarded America's Top Women Wealth Advisors ranking by Forbes in 2022, 2023, 2024 and 2025. In addition, she has been awarded Forbes Top Women Wealth Advisors Best-In-State in 2024.
Disclosures
2022, 2023, 2024 & 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (2022, 2023, & 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2024 Forbes Top Women Wealth Advisors Best-In-State Source: Forbes.com (2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
About Lewis Harrison
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.
About Stephen Topley
Steve is a lifelong Philadelphian now residing in Doylestown Borough. He is a graduate of The University of Pennsylvania and has been in the financial services industry since 1995.
He started his career as an advisor before moving over to the distribution side of the business in 2007. He started his career with MS in 2014 and was recently promoted to Executive Director.
He enjoys golf, outdoors and spending time with his children.
He started his career as an advisor before moving over to the distribution side of the business in 2007. He started his career with MS in 2014 and was recently promoted to Executive Director.
He enjoys golf, outdoors and spending time with his children.
About Aaron Holland
After completing his undergraduate degree from Temple University, Aaron began his career in 2008 at Edward Jones LLC. in San Diego, California. He completed his MBA from the University of London prior to joining Morgan Stanley in 2016. Aaron resides in Philadelphia, and in his free time, he enjoys spending time with family, traveling, and sport fishing. Aaron’s primary responsibilities include business and service functions, with a focus on consistency, quality, and compliance with Firm policies and procedures.
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Branch Address
777 Township Line Rd
Ste 301
Yardley, PA 19067
US
Branch:
(215) 968-0900(215) 968-0900
Toll-Free:
(800) 245-1559(800) 245-1559
Fax:
(215) 968-2289(215) 968-2289
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
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.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
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.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024