Williamsport, 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

175 Pine Street, Suite 100

Williamsport PA 17701

Advisors at this office

8

Advisors at this office

user avatar

Nicholas R

Series 66

Williamsport, PA

Morgan Stanley

Nicholas Reeder is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Liberty Arena and has been affiliated with Lycoming College since 2022. His background also includes roles in education and retail. 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 structured discovery conversations and firm-approved planning tools.

General estate planning guidance
user avatar

Rodd M

Series 63, Series 65

Williamsport, PA

Morgan Stanley

Rodd Melzer is a financial advisor with Morgan Stanley in Williamsport, PA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and previously at Citigroup Global Markets starting in 2000. Outside of his advisory role, Melzer serves on the boards of the Eagles Mere Country Club, the Eagles Mere Borough Zoning Committee, and the Eagles Mere Borough Sewer Authority. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with plans informed by the Global Investment Committee’s return estimates and simulation models.

General estate planning guidance
user avatar

Tracy H

Series 66

Williamsport, PA

Morgan Stanley

Tracy Hudson is a financial advisor with Morgan Stanley in Williamsport, PA, holding a Series 66 designation and 24 years of industry experience. Hudson has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, 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 engagements and corporate financial planning agreements.

General estate planning guidance
user avatar

John F

Series 63, Series 65

Williamsport, PA

Morgan Stanley

John Fischetti is a financial advisor with Morgan Stanley in Williamsport, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 1993. Outside of his advisory role, he is a co-owner of a healthcare business, Interim Healthcare, and is the sole proprietor of a recreational venture, MOC 38 Racing LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides its services through both direct and employer-sponsored arrangements.

General estate planning guidance
user avatar

Mark H

Series 66

Williamsport, PA

Morgan Stanley

Mark Huffman is a Series 66 licensed financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, previously working at Bank of America and Merrill from 2009 to 2017. Outside of his advisory role, Huffman owns and operates Aurora Photography, a retail and online art business based in Montoursville, Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diversified investment products alongside financial and estate planning services.

General estate planning guidance
user avatar

Shelby M

Series 63, Series 65

Williamsport, PA

Morgan Stanley

Shelby Mulberger is a financial advisor with Morgan Stanley in Williamsport, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

General estate planning guidance
user avatar

Rhett M

Series 63, Series 65

Williamsport, PA

Morgan Stanley

Rhett Merchant is a financial advisor with Morgan Stanley in Williamsport, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Merrill and Wells Fargo Clearing before joining Morgan Stanley Smith Barney in 2013 and later Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured tools and advanced modeling techniques, serving clients through both direct and corporate agreements.

General estate planning guidance
user avatar

Noah H

Series 66

Williamsport, PA

Morgan Stanley

Noah Huffman is a financial advisor at Morgan Stanley in Williamsport, PA, holding a Series 66 designation. He has been with Morgan Stanley since 2022, with prior experience including roles at Lycoming College and several other short-term positions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs and financial planning services to individuals and institutional clients, employing structured planning tools and models as part of its investment approach.

General estate planning guidance
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