AIF®, CRPS®, PRP®
The Beacon Group at Morgan Stanley
The Beacon Group at Morgan Stanley (formerly The Myers Wolfe Myers Group), Mr. Wolfe has nearly 20 years of experience in the financial services industry. Dedicated to unbiased consulting for tailored retirement plan solutions, Mr. Wolfe focuses on plan design, implementation, funding, investment policy statements, employee retirement success, benchmarking and fee reasonability reviews in the service of quality retirement plans.
For his work with plan sponsors, Mr. Wolfe earned Morgan Stanley’s Corporate Retirement Director status. This elite status and ability to act as an ERISA fiduciary to retirement plans is only earned by 200 of Morgan Stanley’s 14,700 advisors. Mr. Wolfe has also received industry recognition, including being named a 5-Star Wealth Manager for Business Planning by Philadelphia Magazine in 2013. This honor is an acknowledgement his constant effort to deliver excellent client service by identifying and evaluating an organization’s needs and delivering an array of resources to achieve desired results. Further, The Beacon Group has earned the distinction of being one of PLANADVISER’s Top 100 Retirement Plan Advisers every year since the inception of the award through 2014.
http://www.morganstanleyfa.com/thebeacongrp/
(215) 572-2287
Jenkinton, PA
Client Plans: 85
Participants: 10,000
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