Wilkes Barre, PA Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,206

Across 1,016 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

Cross Creeke Pointe Suite 401, 1065 Highway 315

Wilkes Barre PA 18702

Advisors at this office

16

Advisors at this office

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Candice T

Series 63, Series 65

Wilkes Barre, PA

Morgan Stanley

Candice Tohme is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding Series 63 and Series 65 designations with 27 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009, including Morgan Stanley Private Bank since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Brandy R

Series 66

Wilkes Barre, PA

Morgan Stanley

Brandy Ralston is a financial advisor at Morgan Stanley in Wilkes Barre, PA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at UGI Utilities, Johnson Controls, and Bank of America. Outside of her financial advisory role, she serves as an officer involved in fundraising and administrative activities at Bear Creek Community Charter School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Erin O

Series 66

Wilkes Barre, PA

Morgan Stanley

Erin Oravic is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. She has held roles at Morgan Stanley since 2018 and previously worked at Ameriprise Financial Services, Wilkes University, Wyoming Valley Country Club, and S&J Grocery & Deli. 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 utilizes structured discovery and analytical tools but typically does not include individual security recommendations in standalone financial plans.

General estate planning guidance
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Daniel C

ChFC®, Series 63, Series 66

Wilkes Barre, PA

Morgan Stanley

Daniel Chaump is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney, Inc. since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

General estate planning guidance
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Vincent R

Series 63, Series 66

Wilkes Barre, PA

Morgan Stanley

Vincent Rocco is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding Series 63 and Series 66 credentials and nine years of industry experience. Since 2014, he has also served as a professor at the University of Scranton. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a wide range of investment offerings.

General estate planning guidance
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Mark K

Series 63

Wilkes Barre, PA

Morgan Stanley

Mark Korlishin is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 26 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets beginning in 1999. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

General estate planning guidance
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Ryan H

Series 66

Wilkes Barre, PA

Morgan Stanley

Ryan Hinkle is a financial advisor at Morgan Stanley with one year of industry experience. His background includes service in the U.S. Army from 2017 to 2021. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

General estate planning guidance
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Roxanne F

Series 66

Wilkes Barre, PA

Morgan Stanley

Roxanne Flannery 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 since 2009. 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 and tailored financial planning supported by proprietary tools and research methods.

General estate planning guidance
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Joseph K

Series 63

Wilkes Barre, PA

Morgan Stanley

Joseph Karcutskie is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding a Series 63 designation and 28 years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo, Stifel, and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
user avatar

Robert K

Series 63, Series 65

Wilkes Barre, PA

Morgan Stanley

Robert King is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, and offers both direct client planning and Corporate Financial Planning agreements.

General estate planning guidance
user avatar

Mary M

Series 63, Series 65

Wilkes Barre, PA

Morgan Stanley

Mary Mcevoy Dockeray is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively. She previously worked at Citigroup Global Markets starting in 1993. Outside of her advisory role, she is associated with Netmanage LLC in Shavertown, Pennsylvania. 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 provides tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Karen N

Series 63, Series 65

Wilkes Barre, PA

Morgan Stanley

Karen Natishan is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Natishan serves as the treasurer on the Luzerne County Community College Foundation Board. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of investment and planning strategies.

General estate planning guidance
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Tricia Z

Series 63, Series 65, Series 66

Wilkes Barre, PA

Morgan Stanley

Tricia Zelinka is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 employs a structured financial planning process supported by firm-approved tools and analyses.

General estate planning guidance
user avatar

Thomas K

Series 63, Series 65

Wilkes Barre, PA

Morgan Stanley

Thomas Kish is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and market modeling techniques.

General estate planning guidance
user avatar

Patrick L

Series 63, Series 65

Wilkes Barre, PA

Morgan Stanley

Patrick Lenahan III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole proprietor of Berkeky Street LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.

General estate planning guidance
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