George Robert Overhiser Jr - Morgan Stanley Financial Advisor - Philadelphia, PA
Morgan Stanley
George Robert Overhiser Jr, CFP, CRPS
Vice President
Wealth Advisor
Corporate Retirement Director
1650 Market St 42nd Fl
Philadelphia, PA 19103
tel: (215) 963-3856
fax: (215) 854-6125
Bob Overhiser

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Associations
  • Presby's Inspired Life Board Member
  • Bala Foundation Board Member
  • Bryn Mawr Presbyterian Church Elder
  • Rotary Club of Ardmore (PA)
  • World Trade Center Survivors' Network
Services
  • Corporate Retirement Plans
  • Professional Portfolio Management
  • Retirement Planning
  • 401(k) Rollovers
  • Defined Contribution Plans
  • Wealth Management
  • Financial Planning
Education and Licensing
  • Dartmouth College cum laude BA 1977
  • University of Pennsylvania MArch 1982
Business Experience
  • 2001 - Present: Morgan Stanley*
    Vice President
    Wealth Advisor
    Corporate Retirement Director
  • 1979 - 2001: Collngdale Millwork Company
    President
    Vice President
    Sales
  • 1977 - 1978: Banwell White & Arnold Architects
    Staff

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George Robert Overhiser Jr holds the following registrations:
Securities Agent: CA, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, NC, NJ, NY, OH, OR, PA, TN, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures;

This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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