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The Sides Group
at Morgan Stanley Smith Barney
at Morgan Stanley Smith Barney
Financial Advisors
204 North George Street
Suite 300
York, PA 17401
Suite 300
York, PA 17401
tel: 717-854-5553
toll free: 800-343-5235
fax: 717-852-4101
toll free: 800-343-5235
fax: 717-852-4101
l to r: Brock Hively, Joshua Smeltzer, Scott Sides, Amy Jacobs, Jennifer Karns, Jennifer Stoner
Group Details
Scott A. Sides
Senior Vice President - Wealth Management
Corporate Client Group Director
Corporate Client Group Director
tel: 717-854-5553
toll free: 800-343-5235
fax: 717-852-4101
Professional Details
- 1992 - present: Morgan Stanley Smith Barney*
Financial Advisor
York, PA - 1986 - 1992: Drovers & Mechanics Bank
Employee Benefits Administrator
Trust Division Manager
York, PA - Series 7, 65 & Insurance Licensed
Chartered Retirement Plan Specialist - ASPPA Member
ERN - Immediate, Past, President
Board Member - BS - Finance
Pennsylvania State University
Scott A. Sides is licensed in the following state(s): AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, LA, MD, MS, NH, NJ, NV, NY, OR, PA, RI, SC, TN, TX, VA, WA, WY
Brock R. Hively
Second Vice President - Wealth Management
Financial Planning Specialist
Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
Investment Management Specialist /
Financial Advisor
tel: 717-854-5553
toll free: 800-343-5235
fax: 717-852-4101
Professional Details
- 2000 - present: Morgan Stanley Smith Barney*
Second Vice President - Wealth Management
Financial Planning Specialist
York, PA - 1998 - 2000: Morgan Stanley Dean Witter
Financial Advisor
York, PA - Series 7, 31, 63 & Insurance Licensed
- BA - Political Science, 1997
York College of Pennsylvania - ERN - Alternate Member
Brock R. Hively is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MD, MO, MS, NJ, NY, OH, OR, PA, TN, TX, VA, WA
Joshua Smeltzer
Financial Advisor
Financial Planning Associate
Financial Planning Associate
tel: 717-854-5553
toll free: 800-343-5235
fax: 717-852-4101
Professional Details
-
2006 - present: Morgan Stanley Smith Barney*
Financial Advisor
York, PA - President - Central Penn Chapter
Professional Referral Exchange - Series 7, 66 & Insurance Licensed
- BS - Finance/Economics, 2006
York College of Pennsylvania
Joshua Smeltzer is licensed in the following state(s): AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, LA, MD, MS, NJ, NV, NY, PA, TN, TX, VA
Jennifer Stoner
Financial Advisor
Financial Planning Associate
Financial Planning Associate
tel: 717-854-5553
toll free: 800-343-5235
fax: 717-852-4101
Professional Details
- 2007 - present: Morgan Stanley Smith Barney*
Financial Advisor
York, PA - Series 7, 66 & Insurance Licensed
- BA - Business / Spanish, 2006
University of Pittsburgh - Women’s Referral Exchange Network
Board Member - Women's Network of York
Member
Jennifer Stoner is licensed in the following state(s): CA, CO, DC, GA, IL, LA, MD, MS, NJ, NY, OR, PA, TN, VA, WA
Amy Jacobs
Registered Client Service Associate
tel: 717-854-5553
fax: 717-852-4101
Professional Details
- Graduate of Pennsylvania State University and Consolidated School of Business
- 401K Retirement Plan Support and 401K Participant Call Support
- Preparation of 401K Fiduciary Reviews and Private Client Reviews
401K Distribution Monitoring - Client/Prospect Database Management
- Series 7 & 63 Licensed
Jennifer Karns
Client Service Associate
tel: 717-854-5553
fax: 717-852-4101
Professional Details
- Private Client Calls & Support
Private Client Correspondence - Checks, Dividends & Interest Tracking
Client Profiling & Updates - Tax Reporting (Cost Base Updating)
- Account Transfer Monitoring
- Internet Access & E Delivery
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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