Terrence F. Falahee
First Vice President
Terrence joined Morgan Stanley with 24 years of experience in the financial services industry. His areas of expertise include comprehensive financial planning and retirement plans. Terrence is a Senior Investment Consultant having successfully completed the Investment Counsel Program at the University Of Chicago Graduate School Of Business.
Terrence’s approach to financial planning favors high-quality investments that offer long-term value to help his clients build on their invested assets, minimize income taxes and protect their holdings against inflation.
“I believe in the credo that clients come first and that the quality of the service I provide is the truest measure of my success.”
Terrence graduated from the University of Michigan with a finance degree and has lived in Orchard Lake for more than 20 years. When he’s not working with clients, Terrence volunteers with his church, and with Good fellows, a local charity that works to provide necessities for the area’s needy children. Terrence also enjoys both snow and water skiing, golfing and spending time with his wife, Michelle, and their daughter, Christina, whose basketball team he coaches.
Bruce E. Platt
Senior Vice President
An experienced veteran of the investment industry for more than 25 years, Bruce focuses on individual investment consulting and retirement planning. Bruce recently joined Morgan Stanley* with his team, The HFP Group.
Bruce’s investment philosophy is to work in partnership with his clients, establishing a long-term disciplined investment strategy that balances risk and returns in a combination of income and growth investments.
“I pride myself on listening carefully in order to assess which investment services might best suit each client.”
Bruce earned a BA in Economics from the University of Michigan. He has also completed advanced studies through the Securities Industry Association at the Wharton School of Business at the University of Pennsylvania.
A longtime resident of Rochester Hills, Bruce participates in numerous charitable activities, and enjoys golf, tennis and traveling with his family.
David Nicholas Hall
First Vice President
David joined Morgan Stanley*’s Birmingham office in November of 2008 and has more than 22 years of experience in the financial services industry. His area of experience includes investment consulting services and customized retirement planning. He is a Senior Investment Consultant having successfully completed the Investment Counsel Program at the University Of Chicago Graduate School of Business.
David is the tactician of the team whereby his investment approach is through a realistic, orderly and disciplined process. He combines sophisticated asset allocation with various investment strategies utilizing ETF’s (Exchange Traded Funds), Professional Money Management combined with either Taxable or Tax Free Bonds. He then customizes to build an overall portfolio that establishes an investment strategy balancing risk and return.
Born and educated in the United Kingdom, David served in the British armed forces as a Royal Navy Diver for over seven years. He later became a professional charter boat captain based in the US Virgin Islands. On moving to Michigan in 1986 he transitioned into the world of finance, initially involved as a commodities broker licensed in Chicago and finally settling into the role of financial advisor in Southeast Michigan.
David, now a US citizen, has lived in Michigan for over 20 years and is involved in many charitable causes including the Kiwanis and Habitat for Humanity. He enjoys spending time with his family and participating in many activities, particularly tennis, golf and scuba diving.
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