OUR MISSION STATEMENT
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Helping you achieve financial success is our first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
The Hale Meyer Andzik team has a broad depth of experience and recognition:
Wealth Management: The Hale Meyers Andzik Group has been represented at Barrons Top Advisor Summit Meeting for each of the past 13 years and was at the inaugural Forbes Top Advisor Meeting in 2017 .
Foundations and Endowments: The Hale Meyer Andzik Group currently serves multiple Foundation and Endowment clients and includes a member that has received a post graduate certificate on this subject from Wharton.
Corporate Retirement Plans: HMA Group currently serves approximately 70 corporate retirement plans and 401-ks.
Institutional Cash Management: This division of the Hale Meyer Andzik Group is one of only 100 in the United States certified by Morgan Stanley to provide investment and cash management services to Government Entities.
Richard “Rip” Hale is Managing Director and Senior Institutional Consultant with Morgan Stanley and was also named one of the “Top 100” by Registered Rep Magazine.* Rip is both a Certified Financial Planner (CFP) and a Certified Investment Management Consultant (CIMC). He has also received his Certified Private Wealth Advisor (CPWA) designation from the University of Chicago Booth School of Business and his Endowments and Foundations Certificate from the Wharton School at the University of Pennsylvania. Rip is a past President of the Institute of Management Accountants and has served as faculty for the University of Dayton School of Law Employee Benefits Tax Conference. Rip currently serves on the Endowment Committee for the Dayton Art Institute.
Securities Agent: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Keith R. Meyer, CFP, CRPC is a Senior Vice President and a partner on the Hale/Meyer/Andzik Group at Morgan Stanley in Beavercreek Ohio. Prior to moving our practice and joining forces with Rip Hale’s team earlier this year, Keith served many roles at Merrill Lynch since 2000 to include the Resident Director as well as a Senior Vice President – Wealth Management. Before starting his career, Keith attended Wright State University where he earned a dual B.S. degree in Economics and Financial Services. Keith specifically focuses on developing comprehensive planning strategies to help clients reach their goals and address their fears.
Personally, Keith is married to his lovely bride Lisa Wiseman-Meyer and is the proud step-father of Ryan Wiseman and father to Brody and Gavin. They currently reside in Washington Township.
In his spare time, Keith enjoys spending as much time as he can with his family. He is very passionate about coaching his sons various sports, spending time with family and friends, enjoying the great outdoors, and golf. He is also involved with several service and non-profits to include spending time volunteering at Epiphany Lutheran Church as a confirmation and youth guide, with the Dayton Art Institute as a member of the Associate Board, March of Dimes, Centerville Hustle basketball program as director of the recreation league, Centerville Noon Optimist Club, Fraternal Order of Police associate member, and volunteering wherever he can at the Centerville City Schools. Keith is also passionate about educating our community about financial planning. He currently volunteers to teach adult education courses in our local community as well as most recently has become an instructor at University of Dayton teaching a course entitled Personal Financial Consulting to finance majors.
Keith is also a member of the Society of Financial Practitioners, Miami Valley Estate Planners Association, and Wright State University Alumni Association. He was also recognized by the Dayton Business Journal as one of Dayton’s 40 under 40 recipients.
Securities Agent: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Brian is a Vice-President and Government Entity Specialist at Morgan Stanley Wealth Management. He has over 11 years’ experience in Advising Public Funds and Fixed Income Portfolio Management. As a Government Entity Specialist, Brian and his team are also part of a specialized group of advisors who work with Government Entities and Public Institutions. Brian also oversees Public and Private Client development and research. Brian and his team bring a high level of service and resources to their client base, providing access to the deep resources of Morgan Stanley Wealth Management. He graduated from Wright State University with a Bachelor’s of Science degree in Operations Management with a concentration in Finance and holds an MBA from the University of Dayton. He currently serves as an advisor to the Driehaus College of Business Demon Fund at DePaul University, The Flyer Forex Fund at the University of Dayton and is a member of the Planned giving Advisory Council at Wright State University. Brian volunteers extensively for multiple Non-Profit organizations at the local and state level and is also a 2010 Dayton 40 under 40 award recipient.
Securities Agent: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Jonathan Hale is a Financial Advisor with the Hale Group at Morgan Stanley. Jon initially worked for the Hale Group in 2010 and then spent several years with Morgan Stanley’s Consulting Group in Wilmington, Delaware. The Consulting Group is Morgan Stanley’s Investment Management Research team and is responsible for evaluating over 7700 investment products and conducting on-site reviews of approximately 400 money managers each year. While there Jon managed a team of advisory solutions specialists for one of Morgan Stanley’s institutional mutual fund programs. In 2013 Jon elected to return to Dayton and rejoin the Hale Group. Jon is a graduate of the University of Cincinnati and currently serves on the Dayton Rotary Clubs Finance Committee, as well as Dayton Racquet Club's Professional Development Committee.
Securities Agent: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
Robert has been counseling high net worth investors, families, and companies since 1988. He prides himself on providing clients with exceptional service which leads to highly personalized investment advice and counsel. In his spare time, Bob enjoys traveling, golfing, and spending time with his family.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
With more than twenty years’ experience in the financial services industry and at Morgan Stanley, I am experienced with the individual investments offered through the firm so that I am able to match the proper investment product with your investment objective. This enables me to be effective in my focus on retirement planning services. I graduated from Chaminade High School locally, then from Sonoma State College with a BA in Management, before completing my MBA at Golden Gate University in San Francisco.
I am a longtime local resident currently residing in Bellbrook with my wife, Susan. Our daughter, April, is a Complex Risk Officer with Morgan Stanley’s Irvine, CA office and our son, Jim, is a chef in Cincinnati. I served more than six years in the U.S. Navy and am a past president of the following boards: Kettering Rotary Club, Kettering/Moraine/Oakwood Chamber of Commerce, Catholic Social Services of the Miami Valley and the Kettering Backpack Program. I currently serve on the Finance Commission for St. Charles Borromeo Parish and the boards of the Kettering Police Foundation and Catholic Social Services of the Miami Valley. I continue to be actively involved with the Kettering Rotary Club, Chaminade-Julienne High School and the Knights of Columbus. In my spare time I enjoy golf, fly fishing, friends and family.
BM/Supervisor; Securities Agent: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Todd Nuss is a Consulting Group Analyst. He holds the Certified Financial Planner and Chartered Retirement Plans Specialist designations. Todd also has earned the Certified Investment Management Analyst certification from the Wharton School at the University of Pennsylvania. Prior to joining Morgan Stanley, Todd worked as a 401(k) Administrator and Senior Accountant for a local private firm. He is a graduate of Wright State University where he obtained a Bachelor’s Degree in Finance. Todd also worked as a tax preparer for 10+ years and has prepared over 1,000 tax returns, but does not perform this function at Morgan Stanley. In addition, he is responsible for the Consulting Group technology center.
Ned Altic, CFP®, is a Wealth Advisor Associate in the Hale/Meyer Group at Morgan Stanley. Ned has been in the financial services industry for approximately 15 years, and has worked in a variety of roles assisting clients to achieve their dreams. He attended Wright State University where he earned a B.S. degree in Financial Services.
Ned grew up in West Milton, and served in the U.S. Navy for 5 years, and was a Reactor Operator onboard the USS Truxtun CGN -35 stationed in Bremerton, Washington. He enjoys traveling, outdoor activities and spending time with family.
Brad Baird CRPS has 18 years’ experience in establishing and managing Qualified Retirement Plans.
Prior, he spent 7 years with Paychex Human Resource Services, then 18 years with Merrill Lynch before joining the Hale Meyer Andzik Team at Morgan Stanley. He has over 35 years of experience in Sales & Marketing and currently manages over 40 Qualified Retirement Plans.
Personally, Brad resides in Lebanon, Ohio with his son. In his spare time, Brad enjoys staying active with his Personal Training as well as his Church.
Shannon brings 25 years of experience in the financial services industry to our practice. She is our key liaison between our client needs and our team, while handling the overall day-to-day operations. Because of Shannon’s interpersonal and collaboration skillsets, we truly feel she is an integral part of our team. Shannon places her main focus on developing relationships. Our clients feel Shannon is positive, understanding, and always concerned with their thoughts and feelings. She possesses a high service ethic toward helping others and exhibits a balance between enthusiasm and patience, which are key personal attributes. Her creative problem solving, concern for quality and true sincerity helps to build confidence when communicating with clients. An important aspect of Shannon’s life is spending time with Brian, her husband of 28 years, and their two beautiful daughters, Megan and Anna.
Balinda G. Ferrara, AWMA, is a Registered Wealth Management Associate with the Hale/Meyer Group at Morgan Stanley. Prior to moving to Morgan Stanley, Balinda was with Merrill Lynch for 36 years beginning as a Registered Client Associate and was a Client Relationship Manager for the Ohio Valley Complex for 15 years before joining the Meyer/Newsock team in 2016. Balinda has an A.S. degree in Financial Management from Sinclair College. Her role is to specialize in the team’s client service model, making sure our clients get the attention and service they deserve.
Personally, Balinda is the proud mother of one son and they currently reside in Lebanon Ohio.
In her spare time, Balinda enjoys gardening, bicycling, and golf and is a member of Southwest Church, where she volunteers for philanthropic activities. She is passionate about helping the homeless, volunteering through the Day of Caring and other charities that help to feed and clothe those in need.
Tammy is a Registered Client Service Associate with Morgan Stanley. She has 22 years of Client Service experience. Tammy’s responsibilities include completing money transfers, issuing monthly checks, responding to client requests for assistance, compliance and record keeping updates.
Kelly Vincent is a Client Service Associate with the Hale/Meyer Group at Morgan Stanley. Kelly has been with the Meyer/Newsock team since 2013. She also has her series 7 license. Kelly graduated from Miami University with a business degree. She is working part-time to help schedule our client meetings and to service the needs of our clients.
Personally, Kelly lives in the Dayton area with her husband and daughter. When she has some extra time to herself, she enjoys exercising- walking, biking, golfing.
Lisa Sidwell is a Client Service Associate with the Hale/Meyer Group at Morgan Stanley. Lisa has been with the Meyer/Newsock team since 2015. Lisa has a B.A. in psychology from Ohio University. She is working part-time to help schedule our client meetings and to service the needs of our clients.
Lisa has 3 children in the Centerville school district that keep her busy in her spare time. When she has some extra time to herself, she enjoys tennis, skiing and enjoying anything outdoors. She is also an active member of the PTO at Cline Elementary, completing her 3rd year as Co-President.
Fully Registered CSA with 4 years of experience, that is able to connect with clients on a personal and professional level. Originally from the Chicago suburbs, she has been a resident of Dayton for over 15 years. In her free time, she enjoys gardening and volunteering at her daughter’s school.
Financial Planning for Special Needs Children
On the Markets
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
This unique program offers qualifying clients a compelling collection of special offers and experiences, Morgan Stanley insights, and philanthropic ideas.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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.
CRC 1369093 12/15