Stephen A. Rost - Morgan Stanley Financial Advisor - Chambersburg, PA
Morgan Stanley
Stephen A. Rost
Senior Vice President
Financial Advisor
Portfolio Manager
446 Stouffer Avenue
Chambersburg, PA 17201
tel: (717) 264-5901
toll-free: (800) 842-7076 
fax: (717) 264-6483

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

  • Renfrew Institute
    Former Board Member
    Waynesboro, PA
  • Franklin County Children's Aid Society
    Former Board Member
  • Waynesboro Country Club
    Current Board Member
  • Annual WCRH Day Sponsor
  • Asset Management
  • Estate Planning Strategies
  • Wealth Management
  • Endowments and Foundations
  • Financial Planning
  • Retirement Planning
  • Qualified Retirement Plans
  • 401(k) Rollovers
  • Certificates of Deposit
  • Annuities
Education and Licensing
  • BS - Finance, 1977
    Pennsylvania State University
    University Park, PA
  • Smith Barney Advisor Certified
  • Retirement Solutions
  • Series 7, 63, 3, 5 & 8 Licensed
  • Life, Variable Annuity & Long Term Care Insurance Licensed
  • Portfolio Manager Certified - 2009
Honors and Recognition
  • 35 Years Dedicated Service Award
  • Achieved Council Level Production Awards Annually since 1986
Business Experience
  • 1978 - Present: Morgan Stanley*

    Senior Vice President
    Financial Advisor
    Chambersburg, PA

Bulletin Board
  • Reevaluate your investment strategy. For a free consultation, Request an Appointment or call me.

  • You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or email me for more information about our Portfolio Management Program.

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

Stephen A. Rost holds the following registrations:
BM/Supervisor; Securities Agent: CA, DE, FL, IL, IN, MD, NC, NJ, NY, PA, SC, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

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
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

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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