The Hale Group - Morgan Stanley Team - Beavercreek, OH

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The Hale Group
(937) 431-7800

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The Hale Group
(937) 431-7800

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The Hale Group holds the following registrations:
©2017 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

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The Hale Group
(937) 431-7800

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The Hale Group
(937) 431-7800

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Richard 'Rip' Hale

Richard 'Rip' Hale
Richard 'Rip' Hale, CFP , CIMC , CPWA 
Director
Financial Advisor
Senior Institutional Consultant
toll-free: (888) 251-2124


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;

Jonathan Hale

Jonathan Hale
Jonathan Hale
Financial Advisor
toll-free: (888) 251-2124


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;

Todd Nuss, CFP, CIMA, CRPS

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

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

Professional Details

  • • Over 23 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

Beverly Taylor

Beverly Taylor
Senior Client Service Associate
tel: (937) 223-4132
fax: 513-322-4607

Professional Details

  • Over a Decade of Client Service Experience at Morgan Stanley*
  • Responsibilities Include Completing Money Transfers, Responding to Clients Requests for Assistance, Compliance and Record Keeping Updates

Contact

The Hale Group
(937) 431-7800


The Hale Group
4380 Buckeye Lane
Suite 200
Beavercreek, OH 45440
Phone: (937) 431-7800
Toll Free: (888) 251-2124

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©2017 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

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(937) 431-7800


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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.


Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. 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.






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