The Monahan Group - Morgan Stanley Team - Jenkintown, PA
Morgan Stanley
The Monahan Group
at Morgan Stanley
610 York Road
Suite 100
Jenkintown, PA 19046
tel: (215) 572-4500
toll-free: (800) 473-3430 
fax: (215) 572-4566
Charles R Monahan
Charles R Monahan
Senior Vice President
Financial Advisor
tel: (215) 572-4500

View my profile on LinkedInFollow me on Twitter

Professional Details
  • Certified Financial Planner
Charles R Monahan holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, HI, IL, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1297956

Gretchen F Carey
Gretchen F Carey
Financial Advisor
tel: (215) 572-4505
Professional Details
  • Certified Financial Planner
Gretchen F Carey holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, HI, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1297671

Christopher James Heaven
Christopher James Heaven, CFP, CRPS
Financial Advisor
tel: (215) 572-2283

View my profile on LinkedIn
Professional Details
  • Certified Financial Planner
  • Chartered Retirement Plans Specialist
Christopher James Heaven, CFP , CRPS  holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1297690

Sara Hebda Moyer
Senior Registered Associate
tel: 215-572-4579
fax: 215-572-4566



Professional Details
  • B.S. Marketing – 2006
    Bloomsburg University
  • With Morgan Stanley since April 2007
  • Series 7, 66, 31 and Life, Accident and Health Insurance licensed.

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: 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. 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
Awards Disclosures
pp:7972 mp: 2796