OUR MISSION STATEMENT
Empowering participants with the education & tools to help retire with respect & dignity on their own terms.
Empowering participants with the education & tools to help retire with respect & dignity on their own terms.
As Corporate Retirement Directors, we are qualified to assist sponsors of qualified and non-qualified retirement plans. By identifying and evaluating your company’s needs and delivering an array of resources to help achieve your desired results, we can help you make the most of your retirement plans and offer guidance on how to make your fiduciary responsibilities a little less overwhelming. By helping to make the management of your retirement plan easier—you can continue to focus on running your business.
We also provide individuals with comprehensive wealth strategies to assist them in meeting their financial goals. For us, retirement planning means helping you maintain the financial independence you’ve worked your whole life to achieve. By understanding your unique goals, values and circumstances we can develop customized strategies to help ensure you have the means to pursue what's most important to you.
Our experienced team looks forward to providing you with the highest level of personal service.
Noel has 18 years of experience in the financial services industry as a Financial Advisor with The Beacon Group which has been with Morgan Stanley since 2001. As a personal mission, Noel desires that every retirement plan participant receive the tools and guidance to help plan for a comfortable retirement with dignity. Therefore, Noel is dedicated to unbiased consulting for tailored retirement plan solutions. His areas of focus are all of the activities that go into quality retirement plans: design, implementation, funding, investment policy statement, employee retirement success, benchmarking, and fee reasonability. For his work with Plan Sponsors, Noel has earned Morgan Stanley’s Corporate Retirement Director status. This elite status and ability to represent Morgan Stanley’s role as an ERISA Fiduciary to defined-contribution retirement plans is only earned by 200 of Morgan Stanley’s 14,700 advisors.
Noel has earned designations of Chartered Retirement Plans SpecialistSM (CRPS®), PlanSponsor Retirement Professional™ (PRP™), and Accredited Investment Fiduciary (AIF). Noel has also received industry recognition, including 401kWire’s Top 300 Most Influential Advisors in Defined Contribution Plans, PlanAdvisers Top 100 Retirement Plan Teams and is a Five Star Wealth Manager for Business Planning by Philadelphia Magazine (November 2013 and 2014).
Noel makes his home in Warminster with his wife, Melodie; daughter, Hannah; and his son, Ivan. When not in the office, Noel is very active within his church, donating his time as a Sunday School teacher and video technician. Noel supports multiple charities, including financial education/budgeting, mission trips, sponsored children and cancer awareness/treatment. In other spare moments, he can be found spending time with his family, kickboxing, engaged in Bible study, and reading mystery thrillers.
Securities Agent: AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, MN, NC, NJ, NY, OH, OR, PA, PR, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
Scott has over 18 years of experience in the financial services industry as a Financial Advisor with the Beacon Group, which has been with Morgan Stanley since 2001. Scott works with clients to help build a foundation of trust based on integrity and a commitment to service that, along with the vast resources available at Morgan Stanley, will help serve the needs of present and future generations. His areas of focus are long-term financial planning and investment selection for individuals and corporate retirement plans.
Scott has earned the designation of Certified Financial Planner™ (CFP®) to help clients ensure their long term financial well-being. Scott has also earned the Chartered Retirement Plans SpecialistSM (CRPS®) designation from the College for Financial Planning and has completed the Defined Contribution course of the Certified Employee Benefits Specialist (CEBS) program.
A summa cum laude graduate of The Pennsylvania State University and a member of Penn State’s highly selective Schreyer Honors College, Scott earned his B.A. in Political Science with a minor in Business. He also holds a Masters degree in International Affairs from George Washington University. Scott was raised in Bucks County and has made the Jenkintown area his home for the last decade along with his wife, Rishona, their two daughters, and two cats. He actively supports a variety of charitable causes such as those funding research for Multiple Sclerosis, Cystic Fibrosis and breast cancer, as well as Jewish and environmental groups, by donating money and time, through participation in events such as walks and golf tournaments. He is also actively involved with his fraternity alumni organization and was the treasurer for his family’s cousin’s club, which raises money for charity and coordinates outings and reunions. A music and sports fan, Scott closely follows Philly’s sports teams, plays in ice hockey leagues year round and is an avid skier.
Securities Agent: AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OR, PA, PR, SC, TN, TX, VA, VI, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Mark would like to live in a world where people are equipped with the financial education and tools necessary to feel more confident with their savings and retirement pictures. This feeling is derived from the belief that educational institutions should have mandatory courses on financial basics; not the elective system he observed throughout his school days.
In his role with The Beacon Group, Mark prepares and delivers education initiatives to the Group’s plan sponsors and participants in the hopes of bridging the same financial knowledge gap that he experienced upon graduating from The Pennsylvania State University. His 15 years in the financial services industry have allowed Mark to be a resource for individuals of varying demographics. Mark is a proponent of Behavioral Economics and utilizes his research along with investment analytics in the construction of investment strategies for the Group’s institutional client base. He also has obtained the Chartered Retirement Plans SpecialistSM designation.
When Mark isn’t trying to find new and creative ways to assist individuals, you can find him with his wife, Cathy, and their girls, Alessandra and Alexis. Their house tends to be filled with music (Bruce Springsteen), movies (Disney Princesses), sports (ice hockey and soccer), board game playing, and Lego building.
After working in the Food Service Industry for over 15 years, Andy has been with the Myers Wolfe Myers Group since early 2007. Andy brings years of service industry experience to the group and enjoys helping provide exceptional customer service to clients. Andy passed the Series 7 exam in February 2016.
Andy was raised in Abington and graduated from Cheltenham High School. He then went to Boston University where he earned a B.A. in Economics. In college, Andy participated in intramural sports and was the Vice President of The Undergraduate Economics Association.
Andy currently resides in Willow Grove with his girlfriend and her two children. In his free time Andy enjoys family activities, day trips and community activities. An avid reader, Andy is interested in history, science, archaeology, nature, photography and is an avid sports fan. He is also an active supporter of local little leagues. As the disease of addiction and alcoholism has affected his family, Andy is very active in causes which combat the disease and pursues spiritual growth on a daily basis.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
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.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
See all of your financial data in one location, regardless of where your accounts are held, directly on Morgan Stanley Online and the Morgan Stanley Mobile App.
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