Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Donald M
Series 63, Series 65
Allentown, PA
Morgan Stanley
Donald Marano is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced analytical tools.
Steven C
Series 63, Series 65
Allentown, PA
Morgan Stanley
Steven Cwienkala Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its related entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.
Monserrate C
Series 66
Allentown, PA
Morgan Stanley
Monserrate Cohen is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Their prior experience includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, PNC Bank, and Raymour & Flanigan. Cohen is based in Allentown, PA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and secular return estimates in its process.
Isaiah W
Series 63, Series 65
Allentown, PA
Morgan Stanley
Isaiah Williams is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Morgan Stanley since 2013, including a role with Morgan Stanley Private Bank, N.A. from 2016 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client planning needs.
Matthew M
Series 66
Allentown, PA
Morgan Stanley
Matthew Mattare III is a financial advisor with Morgan Stanley, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm-approved tools and models to support client planning.
Tara K
Series 66
Allentown, PA
Morgan Stanley
Tara Kelsey is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning services supported by structured discovery processes and firm-approved tools.
Joseph S
CFP®, Series 63, Series 65
Allentown, PA
Morgan Stanley
Joseph Saccon is a CFP® professional with over 31 years of industry experience, currently serving at Morgan Stanley since 2016. Prior to joining Morgan Stanley, he worked at Merrill for 22 years. Outside of his advisory work, he serves as president of a small beach condominium association in Cape May, New Jersey, where he organizes meetings and oversees administrative tasks. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved methodologies and tools.
Regina M
Series 66
Allentown, PA
Morgan Stanley
Regina Metzger is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, serving at both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is chairperson of the Indianland Garden Club, a nonprofit involved in public outreach and fundraising for gardening charities. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning processes and diverse investment offerings.
Brian G
Series 66
Allentown, PA
Morgan Stanley
Brian Gallagher is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets starting in 2006. He holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and outcome modeling techniques.
Scott H
Series 63, Series 65
Allentown, PA
Morgan Stanley
Scott Hoffman is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.
Zachary M
Series 63, Series 65
Allentown, PA
Morgan Stanley
Zachary Myers is a financial advisor at Morgan Stanley in Allentown, PA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Northwestern Mutual Investment Services, and with Jason Espenshade. Outside his advisory role, he is employed in food delivery with Grubhub. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process incorporating firm-approved tools and modeling techniques.
Anthony H
Series 66
Allentown, PA
Morgan Stanley
Anthony Haddad is a financial advisor with Morgan Stanley in Allentown, PA. He holds a Series 66 designation and has seven years of industry experience, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, as well as prior experience at Lehigh Valley Lines Inc. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs without providing individualized security recommendations within its standalone planning services.
Sarah C
Series 66
Allentown, PA
Morgan Stanley
Sarah Cressley is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its network of Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by in-house investment research.
Michael W
Series 63
Allentown, PA
Morgan Stanley
Michael Wolfer is a financial advisor with Morgan Stanley in Allentown, PA, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.
Mary L
Series 66
Allentown, PA
Morgan Stanley
Mary Lisicky is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Lisicky serves as a board member for the Lehigh Valley Senior All Star Classic, participates on the Executive Committee and Finance Committee of the Greater Lehigh Valley Chamber of Commerce, and is involved with the Planned Giving Advisory Committee at Valley Youth House. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating Global Investment Committee estimates and simulations to model outcomes.
Alexa H
Series 63, Series 65
Allentown, PA
Morgan Stanley
Alexa Hirschhorn is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, Citizens Securities, Citizens Bank, and The Hartford. Outside of her advisory work, she is the sole proprietor of H&D Princesses, a business that provides princess-themed entertainment services. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and various investment strategies to manage approximately $2.74 trillion in client assets.
Donna Y
Series 63
Allentown, PA
Morgan Stanley
Donna Yale is a financial advisor at Morgan Stanley with 48 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques and offers a broad range of investment and financial services.
Frank M
Series 63, Series 65
Allentown, PA
Morgan Stanley
Frank Marano is a financial advisor at Morgan Stanley with 39 years of industry experience. He has been with Morgan Stanley since 2013 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved with Saint Anthony of Padua Catholic Church in a charitable capacity. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and planning strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.
Adrianne F
Series 63
Allentown, PA
Morgan Stanley
Adrianne Fox is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 63 designation and has worked with Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1997. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through employer-based Corporate Financial Planning agreements.
Catherine S
Series 66
Allentown, PA
Morgan Stanley
Catherine Symanek is a Series 66-licensed financial advisor with Morgan Stanley in Allentown, PA, where she has worked since 2009. She has 23 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters