The Hale Group - Morgan Stanley Team - Beavercreek, OH
Morgan Stanley
The Hale Group
at Morgan Stanley
Consulting Group
4380 Buckeye Lane
Suite 200
Beavercreek, OH 45440
tel: (937) 431-7800
toll-free: (888) 251-2124
fax: (513) 322-4607
Richard 'Rip' Hale
Richard 'Rip' Hale, CFP, CIMC, CPWA
Director
Financial Advisor
Senior Institutional Consultant
tel: (937) 223-4060
toll-free: (888) 251-2124
fax: (513) 322-4607

View my profile on LinkedIn
Professional Details
  • Recognized Among The Top 1% of Wealth Managers by Barron's Magazine each year for the past 10 years
  • Undergraduate Degree - Southern Methodist University
  • Postgraduate - Endowments and Foundations Certificate from the Wharton School at the University of Pennsylvania
  • Certified Financial Planner
  • Certified Investment Management Consultant
  • Served as Faculty at the University of Dayton School of Law - Employee Benefits Tax Conference
  • Past President of the Institute of Management Accountants
  • Over 20 Years Experience in the Financial Services Industry
Richard 'Rip' Hale, CFP , CIMC , CPWA  holds the following registrations:
Securities Agent: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1268404

Jonathan Hale
Jonathan Hale
Financial Advisor
tel: (937) 223-4061
toll-free: (888) 251-2124
fax: (513) 322-4607

View my profile on LinkedIn
Professional Details
  • Morgan Stanley Wealth Management
    Financial Advisor Dayton, OH
    2015-Present
  • Consulting Group Product Specialist
    Wilmington, DE 2012-2014
  • Series 7 - General Securities
    Representative
  • Series 66 - Combined Investment
    Advisory Agent & Uniform State Exam
Jonathan Hale holds the following registrations:
Securities Agent: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 1539466

Todd Nuss, CFP, CIMA, CRPS
Consulting Group Analyst
tel: (937) 223-4038
fax: 513-322-4607



Professional Details
  • Certified Financial Planner
  • Certified Investment Management Analyst
  • Chartered Retirement Plans Specialist
  • Undergraduate Degree - Finance
    Wright State University
  • Series 7, 66, Life, Health & Variable Annuity Insurance Licensed

Shannon Carlson
Wealth Management Associate
tel: 937-223-4158
fax: 513-322-4607



Professional Details
  • • Over 25 Years’ Experience in the Financial Services Industry
  • • Series 7 - General Securities Representative, 1981
  • • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • • Life, Health & Variable Annuity Insurance License
  • • Team Operations and Client Service Manager

Tammy Kinstle
Registered Client Service Associate
tel: 937-223-4132
fax: 513-322-4607



Professional Details
  • 22 years of Client Service Experience
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • 9 &10 Sales Supervision
  • Responsibilities include completing money transfers, issuing monthly checks, responding to client requests for assistance, compliance and record keeping updates

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