The Bartoli, Seig & Metz Group at Morgan Stanley centers on the core values of diligence, discipline and integrity.
With over 75 years of experience and several advanced designations, our team aims to serve as your complete solution for wealth management, financial and retirement planning, insurance and employee benefit plans. Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
We take great pride in working with our clients as well as our local communities. Being focused in the office and providing our customers with an excellent standard of care is a top priority, but taking those values home and exercising them outside of the work environment is just as important.
David C. Bartoli Financial Advisor(FA) CFP® (2000-Present)
Scott A. Seig FA (1984-Present)
David K. Metz FA CFA® CFP® (1995-Present)
Stephen M. Bartoli FA CIMA® CPWA® (1999-Present)
Patrick P. Bartoli FA (2014-Present)
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NMLS#s: 1393557, 1394624, 1394626, 1394622, 1392601
