ADVISOR BIO

Aaron McIntyre is a financial advisor registered with Morgan Stanley. Aaron has over 30 years of experience in the financial services industry. He is a Series 7 and Series 63 licensed professional. He is also a registered Investment Advisor. Aaron provides financial planning and investment advice to individuals, families, and businesses. He specializes in portfolio management and asset allocation. Aaron is also a Board Member of the Pennsbury Township, Commission Fire/Emergency Medical Services.

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ADVISOR BIO

Aaron McInerney is a registered investment advisor representative with SEI Investments Management Corp., based in Oaks, Pennsylvania. Aaron has over 20 years of experience in the financial services industry. Prior to joining SEI Investments Management Corp., Aaron worked at a variety of firms including Salient Capital L.P. and Forward Securities, LLC. Aaron specializes in providing financial planning, portfolio management, and educational seminars to individual investors, businesses, and pooled investment vehicles.

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ADVISOR BIO

Aaron Xavier Holland is a financial advisor at Morgan Stanley. Aaron has been in the industry since July 2011. Aaron is registered with the state of Pennsylvania and holds Series 7, 9, 10, 66 and SIE licenses. Aaron has previously worked at WELLS FARGO ADVISORS, LLC, and EDWARD JONES.

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ADVISOR BIO

Abigail Page Wick is a financial advisor with Morgan Stanley, licensed to provide advisory services in Pennsylvania and Texas. Abigail has been in the industry since 2020 and is registered with both FINRA and the state of Pennsylvania. Abigail holds the Series 66, Series 7TO, and SIE licenses. Abigail specializes in financial planning, portfolio management for individuals, investment companies and businesses, and providing asset allocation advice. Abigail has experience working with clients ranging from high-net-worth individuals to corporations and charitable organizations.

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ADVISOR BIO

Adam Booz is a registered investment advisor representative (IAR) for SEI Investments Management Corp. in Oaks, Pennsylvania. Adam has been in the industry since 2022 and holds the Series 65 license. Adam works with high-net-worth individuals, corporations, individuals, pooled investment vehicles, charitable organizations, and insurance companies. Adam specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals, investment companies, and pooled investment vehicles. Adam also holds the SIE license.

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ADVISOR BIO

Adam Innab is an investment advisor representative who has been in the industry since 2022. Adam holds a Series 66, Series 7TO, and SIE license. Adam is currently registered with alliancebernstein LP and previously worked at ameriprise financial services, llc. Adam specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Adam also provides financial planning and publication of periodicals as an advisor.

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ADVISOR BIO

Adam Bielemeier has been in the financial services industry since 2006. He has worked at both Merrill Lynch and Morgan Stanley, where he is currently registered. Adam is licensed to provide investment advice in 53 states and has a combined total of 57 active registrations. He is a registered representative with Morgan Stanley, which manages over $1.4 trillion in assets.

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ADVISOR BIO

Adam Conish is a registered Investment Advisor Representative in Pennsylvania. Adam has been in the financial industry since 2004 and has experience with Janney Montgomery Scott LLC and Quasar Distributors, LLC. Adam currently works for Glenmede Investment Management, LP as an Investment Advisor Representative. Adam specializes in providing financial services to individuals, high net worth individuals, investment companies, pooled investment vehicles, and other investment advisors. Adam has a Series 7, Series 63, and Series 65 license.

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ADVISOR BIO

Adam Matthews Saunders is an investment advisor representative with Morgan Stanley. Adam has been in the financial services industry since 2009, and has held licenses in both Pennsylvania and Texas. Adam has experience with several firms, including Loewen, Ondaatje, McCutcheon USA Limited, Roth Capital Partners, LLC, and Morgan Stanley Smith Barney. Adam is a licensed investment advisor representative with Morgan Stanley. Adam holds Series 7, Series 63, and Series 66 securities licenses, as well as the SIE exam. Adam specializes in providing financial planning services, asset allocation advice, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Adam Steinhauser is a financial advisor with Morgan Stanley, where Adam has been employed since April 2010. Previously, Adam was a financial advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Adam has been in the financial industry since November 2003. Adam has a variety of licenses and registrations including Series 7, Series 9, Series 10, Series 31, Series 55, and Series 66. Adam is registered to provide financial advice in 53 states and has worked with a wide variety of clients, including individuals, corporations, investment companies, and insurance companies.

SPECIALIZATIONS