Berwyn, PA Office

Allen Minton is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at The Vanguard Group and entrepreneurial experience with Atlantic Pool Service and self-employment. He also has a background connected to University of Pennsylvania Football. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and serves clients through both direct and corporate financial planning agreements.

Brian Kearon is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. 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 utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Kelsey Crawford is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following four years at Janney Montgomery Scott. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on 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 through both direct and corporate financial planning arrangements.

John Kramer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery and approved tools, managing approximately $2.74 trillion in client assets.

William Mundy is a financial advisor with Morgan Stanley in Berwyn, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mundy serves on the capital committee of the Aronimink Golf Club and is a member of the Advisory Board at Agnes Irwin School, focusing on issues related to girls' education. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and serves clients through various specialized programs and financial planning strategies.

David Oscar is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He serves as a board member of the Rotary Club of King of Prussia, supporting local nonprofit organizations such as the Lower Merion Scholarship Committee. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to develop financial plans.

Martha Temple Cass is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously held a position at Citigroup Global Markets beginning in 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Keith Ford is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009, Morgan Stanley Private Bank since 2015, Citigroup Global Markets in 2009, and Merrill from 2005 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Ryan Ashcroft is a financial advisor at Morgan Stanley in Berwyn, PA, holding a Series 66 designation with 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and models to assess potential outcomes.

Ryan Snarski is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to this, he held roles at FCB Health and NBC Sports Philadelphia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market simulations.

Charles Robinson is a financial advisor with Morgan Stanley in Berwyn, PA, holding a Series 63 designation and having 52 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2011. His prior experience includes four years at UBS Financial Services. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning through structured discovery and firm-approved tools, supporting a broad range of retail and institutional investment programs.

Michael Dimenna is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Citigroup Global Markets from 2001 to 2009 and with Morgan Stanley since 2009, including the Private Bank since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

John Kraus is a financial advisor at Morgan Stanley with over 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and analysis.

Emily Endres is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with Morgan Stanley in Berwyn, PA. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017 and previously was with Natixis Global Asset Management. Outside of her advisory role, she serves as an executor involved with estate administration. Morgan Stanley Wealth Management provides investment advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and offers a range of advisory programs without providing individual security recommendations as part of standalone plans.

Angela Tonrey is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at The Vanguard Group and the Pennsylvania Department of Banking and Securities. She also has experience working with the Pennsylvania State Police Bureau Records & Identification Department and attended Saint Joseph’s University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and access to diversified investment strategies.