Patricia Peoples - Morgan Stanley Financial Advisor - ALLENTOWN, PA

Morgan Stanley
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Patricia Peoples, CFP, ChFC, CLU
Vice President
Financial Advisor
Direct: (610) 398-5056
Branch: (610) 395-7700     Fax: (610) 398-6057
Mail: 1550 POND ROAD, SUITE 202, ALLENTOWN, PA 18104

Financial Solutions

Through Morgan Stanley, my clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.

    Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:
    • Financial Planning and Financial Goal Analysis
    • Retirement Planning
    • Education Planning
    • Estate Planning
    • Personal Trust
    • Life Insurance
    • Long Term Care Insurance
    Investments, Cash Management and Lending
    I offer an array of solutions for both your near-term priorities and long-term objectives.
    • Equities
    • Fixed Income
    • Mutual Funds
    • IRAs
    • 529 Plans
    • Annuities
    • Cash Management Services
    • Business Cash Management Services
    Managed Accounts and Advisory Solutions
    With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.
      Personal Retirement Planning
      I can work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine.
      • Traditional, Roth, Inherited IRAs
      • IRA Rollovers
      • Roth Conversions
      Corporate and Business Solutions
      For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity solutions, and business banking services to meet the needs of your organization.
      • 401(k) Plans
      • 403(b) / 457(b) Plans
      • Nonqualified Deferred Compensation Plans
      • Profit Sharing and Money Purchase Plans
      • SEP, SIMPLE and SAR-SEP Plans
      • Business Cash Management and Lending
      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

      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. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB 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: Any profiles and associated content are for U.S. residents only.

      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.

      Awards Disclosures
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