Scranton, PA North Washington Avenue Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,257

Across 1,021 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

111 North Washington Avenue, Suite 201

Scranton PA 18503

Advisors at this office

19

Advisors at this office

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Paul E

Series 63, Series 65

Scranton, PA

Morgan Stanley

Paul Eckenrode is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career has been primarily with Morgan Stanley and its affiliated entities since 2006, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning services.

General estate planning guidance
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Leigh S

Series 63, Series 66

Scranton, PA

Morgan Stanley

Leigh Schield is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining Morgan Stanley in 2020, Schield worked at Prudential Retirement Services and spent significant time as a homemaker. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services that combine broad retail and institutional capabilities.

General estate planning guidance
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Jennifer D

Series 66

Scranton, PA

Morgan Stanley

Jennifer Denapoli is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 19 years of industry experience. Her prior firms include Cambridge Investment Research Advisors, Central Penn Wealth Advisors, and Charles Schwab. Outside of financial services, she is involved with the Linn McDonald School of Dance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm’s financial planning process uses structured discovery and approved tools to develop tailored plans, while also offering investment programs supported by a Global Investment Committee and a variety of financial products.

General estate planning guidance
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Cindy B

Series 66

Scranton, PA

Morgan Stanley

Cindy Brink is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced planning tools in its financial planning services.

General estate planning guidance
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Laura K

Series 66

Scranton, PA

Morgan Stanley

Laura Kuhn is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she is involved in caregiving for a person with a disability. 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 and financial planning services that utilize structured processes and firm-approved tools.

General estate planning guidance
user avatar

Terry S

Series 66

Scranton, PA

Morgan Stanley

Terry Swartzentruber is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and possessing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and concurrently with 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Global Investment Committee return estimates and Monte Carlo simulations as part of its advisory process.

General estate planning guidance
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Karen B

Series 66

Scranton, PA

Morgan Stanley

Karen Bieniecki is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 structured planning tools and methodologies such as Monte Carlo simulations to support its financial planning process.

General estate planning guidance
user avatar

Timothy R

Series 63, Series 65

Scranton, PA

Morgan Stanley

Timothy Rose is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning through structured discovery conversations and firm-approved planning tools while managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Peter S

Series 63, Series 66

Scranton, PA

Morgan Stanley

Peter Suhosky II is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

General estate planning guidance
user avatar

James S

Series 63, Series 65

Scranton, PA

Morgan Stanley

James Schuster is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at 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 individuals and institutional clients with a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies, including Monte Carlo simulations, to support its financial planning services.

General estate planning guidance
user avatar

Andrew W

Series 63

Scranton, PA

Morgan Stanley

Andrew Wilshinsky is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 63 credential and 34 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Wilshinsky serves as a co-trustee on multiple trusts, including charitable and personal trusts, and is trustee of Sigrid's Animal Trust, which is dedicated to animal-related purposes. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

General estate planning guidance
user avatar

David G

Series 63, Series 65

Scranton, PA

Morgan Stanley

David Grudkowski is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2000. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals 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 services both directly and through corporate financial planning agreements.

General estate planning guidance
user avatar

Cory M

Series 66

Scranton, PA

Morgan Stanley

Cory Melisky is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Bank of America. Melisky has been with Morgan Stanley and its Private Bank since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers planning using firm-approved tools and methodologies without providing individual security recommendations as part of its standalone planning program.

General estate planning guidance
user avatar

Thomas O

Series 66

Scranton, PA

Morgan Stanley

Thomas Occhipinti is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley Private Bank, N.A. since 2026. His prior roles include positions at Pontera, Pump.co, and the Native American Agriculture Fund. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning approach utilizes firm-approved tools and modeling techniques, providing advisory services without individual security recommendations as part of standalone plans.

General estate planning guidance
user avatar

John S

Series 66

Scranton, PA

Morgan Stanley

John Sweeney Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years. He serves on the Board of Trustees and Finance Committee at the University of Scranton. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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