Penn-Atlantic Group - Morgan Stanley Team - WYOMISSING, PA
Morgan Stanley
Penn-Atlantic Group
at Morgan Stanley
tel: (610) 478-4530
toll-free: (866) 231-2385 
fax: (610) 374-7775
L to R: Brad White, Carleen Mulholland, Stephanie Lineaweaver, Jean Breininger, Mike Anderson

Our Mission:

The Penn-Atlantic Group at Morgan Stanley* is dedicated to helping to build and preserve wealth for our clients.  Our team is committed to helping our clients achieve their financial goals by understanding their needs, offering quality investment advice, and providing unparalleled service.  Our clients’ investment objectives and financial needs govern all portfolio decisions.  We take pride in our commitment in seeking to build successful and lasting relationships and delivering excellent value to our clients.

Our Investment Philosophy:

It is our goal to formulate and execute customized financial strategies designed to meet the individualized needs of our clients.  We define investment goals utilizing strategic asset allocation strategies.  It is our belief that asset allocation is the key to successful long-term investing.

Our Goal:

“A goal without a plan is just a wish”  -Anonymous

To move beyond that wish, the Penn-Atlantic Group at will help you develop an understanding of your unique goals and objectives, and devise a plan that suits you.

Our Firm has helped redefine the meaning of financial services.  We pride ourselves in providing new opportunities for an investor like yourself to help build, manage, and preserve your wealth.

We take the time to understand who you are, and devise a strategy that fits your needs.  It is our responsibility to provide you with accurate information and with the necessary advice to help make sound investment choices.

                                                                        ____The Penn-Atlantic Group

-Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.

Bulletin Board
  • See February On the Markets from the Global Investment Committee featuring

    “What’s Holding It Up?”  A chair or table with four sturdy legs can be remarkably strong and hold much more than its weight. Same thing for the stock market, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. Those who ignore the market’s legs are likely to be too bearish and conservative in their positioning.

    “The Big Debates of 2017”  In this roundup, Morgan Stanley & Co. strategists and analysts offer out-of-consensus views on such major questions as trade policy, drug pricing and whether Japan will be the world’s best stock market this year.

    “The Case for Active Management”  Since the financial crisis, passive investment strategies have outperformed active managers. Lisa Shalett, who heads investment and portfolio strategies for Morgan Stanley Wealth Management, thinks the investment environment has changed in a way that will allow active managers to outperform.

    • Plus, look for more on economics, equities, bonds and a Q&A with Bill Nolin of Aligned Investors, who discusses how he finds companies where management incentives are aligned with investor interests. 

  • You can access your investment accounts by clicking on Log In To Your Portfolio.

  • To see timely market recap, see Cash Market Rates Snapshot.

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

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: 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. 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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
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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