OUR MISSION STATEMENT
Experienced wealth management for individuals, families and institutions.
Experienced wealth management for individuals, families and institutions.
Our team at Morgan Stanley strives to build and preserve wealth for our clients. We engage in a holistic approach to wealth management and commit to fully understanding clients’ needs, offering quality advice, and providing unparalleled service in every relationship. Our client-centered approach includes a disciplined 6-step process that enables us to help you craft a solution that can help you meet your individual financial needs and goals.
We take great pride in our commitment to building successful, lasting relationships and delivering excellent value to our clients.
Phone: 412-434-8500 Phone: 610-478-4500
Toll Free: 800-487-1879 Toll Free: 866-231-2385
John Urda focuses on business development and providing a full range of consulting services to a select group of institutional and individual clients. John is committed to working with clients to build a financial plan for their future and help preserve what they worked a lifetime to create. He believes that having an in-depth understanding of each individual, his or her family, and their personal goals will allow him to build customized strategies. John’s experience is in investment management consulting and includes financial analysis, investment policy review, asset allocation and money manager selection.
John earned a BS in Business from the University of Pittsburgh. He began his career in the investment industry at E.F. Hutton in 1984 while living in Reading, Pennsylvania. He moved to Morgan Stanley in 1988 and returned to the Pittsburgh area in 2000. He has earned the distinction of Senior Consultant and Wealth Advisor
John lives in Sewickley with his wife, Ellen. His daughter, Emily, is a graduate of Villanova University and also works in the financial industry. His son, Eric, is a graduate of the University of Maryland and works in the financial industry.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
A founding member of the Penn-Atlantic Group at Morgan Stanley, Brad focuses on assisting clients with investment policy creation and implementation. He concentrates on wealth preservation, retirement planning, and business planning strategies within the business practice. Brad's clients are predominantly high-net worth individuals, corporations, and non-profit organizations.An alumnus of Bloomsburg University with a Bachelor of Science degree, Brad has been in the investment industry since 1986. Brad has earned the distinction of Senior Portfolio Manager and Wealth Advisor.
Brad has been married for more than 25 years and has three children. He enjoys family time, travel, golf, wine, jazz music, and attending his children’s sporting events.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, MA, MD, MI, MT, NC, NE, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VI, VT, WA, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
William Perry has provided financial advice to clients and has been with Morgan Stanley (and its predecessor firms) since 1979. He has earned the distinction of Wealth Advisor. His clients include higher net worth individuals and families as well as private businesses. He focuses on helping investors identify, isolate and manage risk in the capital markets. He works with successful business owners and wealthy investors who are facing a transition in their life, whether they are looking to retire, sell, gift, or dispose of their business or financial assets. His mission is to understand each client's individual needs and work with his clients towards achieving his/her financial goals.
In addition, he has been successful in helping to coordinate investment banking opportunities using Morgan Stanley's unique business approach to helping to meet the needs of small, middle market and Fortune 500 companies.
William is a 4 year US Navy veteran, having made an around the world cruise, visited 22 countries, crossed the equator and spent 22 months in the Mekong Delta of Vietnam.
William graduated with a Bachelor of Science degree in Biology from the University of Pittsburgh. He is an active member of the Pittsburgh Venture Capital Association, the Pittsburgh Emergency Medicine Foundation and Greater Pittsburgh Business Association.
William was born in Punxsutawney and currently resides in Aspinwall. His daughter Katharine is pursuing a career in the financial industry and his son, Jonathan, is enlisted in the US Navy.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MT, NC, NE, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Brian Sava focuses on retirement plan management, investment policy implementation, manager selection and performance monitoring for corporate clients. He also focuses on financial planning and asset allocation modeling for individual clients while managing new business development and relationship management initiatives for the group. As a Portfolio Manager, Brian utilizes his knowledge and skills to implement the disciplined investment process that the group uses to deliver optimal strategies that strive to meet the needs of our clients’ unique situations.Brian earned a BS in Computer Science and an MBA from West Virginia University. He began his career in the investment industry at Morgan Stanley in 2007. Further, Brian has earned the Certified Financial Planner™ (CFP®) Practitioner designation as well as a Chartered Retirement Plans Specialist® designation.
Brian lives in Pine Township with his wife, Morgan, daughter Audri and son Nicholas. In his free time, he enjoys spending time with family and friends, playing golf and traveling.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MT, NC, NE, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
Jean, a member of the Penn-Atlantic Group at Morgan Stanley, is a CERTIFIED FINANCIAL PLANNER Practitioner as well as a Financial Advisor. She focuses on estate planning strategies, long-term care insurance, and retirement planning in addition to wealth creation and preservation strategies. As a Certified Financial Planner™ (CFP®) Practitioner and Financial Advisor, she uses her experience in conjunction with investments in her planning process to create personalized wealth management plans for clients.
Jean graduated from West Chester University with a Master’s degree in Education. A licensed investment professional for over 35 years, Jean began her career with EF Hutton and joined Morgan Stanley in 1988. She has been a CFP® practitioner since 1990.
Jean prefers to vacation at the beach, where she enjoys reading and spending time with her family.
BM/Supervisor; Securities Agent: AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, MA, MD, MI, MT, NC, NE, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Carin’s goal as a Financial Advisor is to help clients use their wealth to achieve what is most important to them. She translates their goals into a specific investment objective and personalized investment strategy, executing and refining that strategy, seeking to bring her clients closer to attaining their goals and retirement objectives. Her clients’ goals become the main focus, and achieving them becomes a shared commitment. Asset Allocation, Annuities, Insurance Planning and Retirement Planning are her primary areas of concentration. She adds value for her clients by educating them on the concepts and strategies that go into the development of their financial plan.
Carin graduated Magna Cum Laude with a Bachelor of Science degree from Youngstown State University in 1999. Carin began her career in the financial industry at Morgan Stanley in 2004. She is involved in the Diversity Council at Morgan Stanley, Cranberry Business Professionals, the Pittsburgh Chapter of the Association of Corporate Growth and Pittsburgh Venture Capital Association.
Carin and her husband, Michael, live in Seven Fields, Pennsylvania and have two children, Luke and Alaina. In her spare time, Carin enjoys time with her family & friends, reading, fitness and travel.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MT, NC, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
Securities Agent: AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MT, NC, NE, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Securities Agent: CA, CT, FL, GA, MD, NJ, PA, VI; General Securities Representative; Investment Advisor Representative
As a Portfolio Management Associate in The Penn-Atlantic Group at Morgan Stanley, Mike focuses on asset allocation strategies, portfolio construction and monitoring, and performance and analytical reviews. He also assists clients in the development of tailored investment solutions.
Mike graduated with a Bachelor of Science degree in Business Administration from Elizabethtown College and an MBA from Drexel University. He joined Morgan Stanley in 1996.
Mike and his wife of over 30 years are Berks County natives. Their son is a teacher. Mike is an avid fisherman, kayaker, and outdoorsman, and he enjoys spending family vacations wherever there is water.
Carleen is the Portfolio and Financial Planning Associate for the Penn-Atlantic Group at Morgan Stanley. She is responsible for daily operations, client service, and Financial Advisor support. She assists the team with the daily mechanics of their high net worth clients’ goals of wealth accumulation and wealth management. She also serves as a Complex Coach providing support for new hire and experienced associates.
Carleen earned a Bachelor of Science degree in Business Management from Bloomsburg University and an MBA from Alvernia University. She joined Morgan Stanley and The Penn-Atlantic Group in 1999.She has been married for almost 20 years and has two sons. Carleen enjoys scrapbooking, attending her children’s soccer and baseball games, learning about essential oils and vacationing at the beach.
As a member of the Group, Leanna serves as a Client Relationship Manager, where she maintains communication with clients regarding their accounts, as well as addresses any issues that may arise. It is a top priority of hers to help ensure that all clients’ individual service needs are being met. She additionally works to optimize the operational functionality of the team and is licensed.
Leanna earned her B.A. from Penn State University. Prior to coming to Morgan Stanley in 2014, Leanna gained experience in the financial services industry while working at Federated Investors.
A lifelong resident of Pittsburgh, Leanna currently resides in Mt. Lebanon. She enjoys traveling, staying active and spending time with family and friends.
Kate is directly responsible for the operations management of The Penn-Atlantic Group. While directing the efficient workflow of our business, Kate interacts daily with clients. As a licensed professional, Kate helps ensure that client instructions are executed without interruption.
Kate earned a B.A. from Duquesne University and has over 10 years of direct experience in the financial industry. Her previous experience includes positions at Federated Investors, Hefren Tillotson, and PNC bank.
Kate lives in Pittsburgh’s South Hills with her husband and three children.
Stephanie began working with The Penn-Atlantic Group when she joined Morgan Stanley in 2007. Stephanie focuses on day-to-day account activities, including but not limited to account inquiries, transfers, Estates, and account distributions. She also focuses on account maintenance and marketing for The Penn-Atlantic Group and her responsibilities include all client service and website support functions.
A graduate of Kutztown University, Stephanie earned a Bachelor of Science degree in Speech Communications and Public Relations.
Stephanie lives in Exeter Township with her husband, Kevin, son Owen, daughter Kara, and their dog, Lucky. She enjoys vacationing at the beach, soccer, rooting for the Phillies, and spending time with her family.
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