George Robert Overhiser Jr - Morgan Stanley Financial Advisor - Philadelphia, PA
Morgan Stanley
George Robert Overhiser Jr, CFP, CRPS
First Vice President, Wealth Management
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.

  • 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
  • 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
    Vice President
  • 1977 - 1978: Banwell White & Arnold Architects

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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

George Robert Overhiser Jr holds the following registrations:
Securities Agent: CA, CO, CT, DC, DE, FL, IL, IN, MD, ME, MI, NC, NJ, NY, OH, OR, PA, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1279364

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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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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
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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