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Financial Advisors
74 West Broad Street
Suite 200
Bethlehem, PA 18018
Suite 200
Bethlehem, PA 18018
tel: 610-954-5100
toll free: 866-202-0127
fax: 610-954-5109
toll free: 866-202-0127
fax: 610-954-5109
Seated: Joseph B. Hoffmeier,
Standing: (L-R), Heather M. Bennett, Howard M. Sherer,
David M. Romanelli
Standing: (L-R), Heather M. Bennett, Howard M. Sherer,
David M. Romanelli
Group Details
Joseph B. Hoffmeier
First Vice President - Wealth Management
Portfolio Manager / Financial Advisor
Portfolio Manager / Financial Advisor
tel: 610-954-5100
toll free: 866-202-0127
fax: 610-954-5109
Professional Details
- First Vice President – Wealth Management
- 18 Years of Experience in the Financial Services Industry
- B.A. – Journalism, 1988
Moravian College
Bethlehem, PA - Portfolio Manager
- Member of Smith Barney’s President’s Council
- Series 7, 63 & 65 Licensed
Life & Long-Term Care Insurance Licensed - Bethlehem Parking Authority
Chairman - Easton Lions Club
Past President - Moravian Blue and Grey Club
- Moravian College Lehigh Valley
Alumni Club
Joseph B. Hoffmeier is licensed in the following state(s): CA, CO, CT, DC, FL, GA, HI, IA, IL, MA, MD, MI, NC, NH, NJ, NY, OR, PA, TN, TX, VA, VT, WA, WV
Howard M. Sherer
Vice President - Wealth Management
Guided Portfolio Manager
Financial Planning Specialist
Guided Portfolio Manager
Financial Planning Specialist
tel: 610-954-5100
toll free: 866-202-0127
fax: 610-954-5109
Professional Details
- Vice President - Wealth Management
- 8 Years of Experience in the Financial Services Industry
- BS - Electrical Engineering, 1973
Syracuse University - MBA, 1977
State University of New York
The University of Buffalo - Guided Portfolio Manager & Financial Planning Specialist
- Series 7, 31 & 66 Licensed
Life & Long-Term Care Insurance Licensed - Smith Barney Blue Chip Council
Howard M. Sherer is licensed in the following state(s): CA, CO, CT, DC, FL, GA, HI, IA, IL, MA, MD, MI, NC, NH, NJ, NY, OR, PA, TN, TX, VA, VT, WA, WV
David M. Romanelli
Financial Advisor
Financial Planning Associate
Guided Portfolio Manager
Financial Planning Associate
Guided Portfolio Manager
tel: 610-954-5100
toll free: 866-202-0127
fax: 610-954-5109
Professional Details
- Financial Advisor & Financial Planning Associate
- Guided Portfolio Manager
- 2 Years Experience in the Financial Services Industry
- 18 Years Experience in the Telecommunications Industry
- BA - Information Systems/ Business, 1988
Moravian College
Bethlehem, PA - MS - Computer Science, 1991
Stevens Institute of Technology
Hoboken, NJ - Series 7 & 66 Licensed
Life & Long-Term Care Insurance Licensed - Bloomsbury Area Jaycees
Past Treasurer
David M. Romanelli is licensed in the following state(s): CA, CO, CT, DC, FL, GA, HI, IA, IL, MA, MD, MI, NC, NH, NJ, NY, OR, PA, TN, TX, VA, VT, WA, WV
Heather M. Bennett
Registered Associate
tel: 610-954-5100
fax: 610-954-5109
Professional Details
- Series 7 & 66 Licensed
- 9 years with Morgan Stanley Smith Barney*
- BA - Penn State University
- Responsibilities: Executes Client Orders, Handles Client Inquiries and Daily Operations
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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