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.

Associations
  • 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
Services
  • Asset Management
  • Estate Planning
  • 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
  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.

  • 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.

Stephen A. Rost holds the following registrations:
BM/Supervisor; Securities Agent: CA, DE, FL, IL, KY, MD, NC, NH, NJ, NY, PA, SC, TX, VA, VT, 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: http://www.morganstanley.com/disclaimers/mssbemail.html. 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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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

Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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