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The Weekes-Cardwell Group
The Weekes-Cardwell Group
at Morgan Stanley Smith Barney
Financial Advisors
701 Main Street
Suite 501
Stroudsburg, PA 18360
tel: 570-421-3100
toll free: 800-445-2291
fax: 570-426-2800
Email Us
Group Details
Jeffrey T. Weekes
Jeffrey T. Weekes, CFP®
Vice President - Wealth Management
Portfolio Manager / Financial Advisor
tel: 570-421-3100
toll free: 800-445-2291
fax: 570-426-2800
jeffrey.t.weekes@smithbarney.com
Professional Details
  • CERTIFIED FINANCIAL PLANNER™, 1994
  • College for Financial Planning
  • BA - Colgate University
  • Series 7 & 63 Licensed
  • Insurance & Commodity Licenses
Jeffrey T. Weekes, CFP® is licensed in the following state(s): AZ, CA, CO, CT, DE, FL, GA, IL, KS, KY, MD, MI, MN, NC, NH, NJ, NY, OH, PA, TN, TX, VA, WA, WI
Lisa A. Cardwell
Lisa A. Cardwell, CFP®
Second Vice President - Wealth Management
Portfolio Manager / Financial Advisor
tel: 570-421-3100
toll free: 800-445-2291
fax: 570-426-2800
lisa.a.cardwell@smithbarney.com
Professional Details
  • CERTIFIED FINANCIAL PLANNER™, 2004
  • MBA, Moravian College
    Bethlehem, PA
  • BS - Business Administration
    Kings College
    Wilkes - Barre, PA
  • Series 7, 63 & 65 Licensed
  • Insurance & Commodity Licensed
Lisa A. Cardwell, CFP® is licensed in the following state(s): AK, AZ, CA, CO, CT, DE, FL, GA, KY, MA, MD, MI, MT, NC, NH, NJ, NV, NY, OH, PA, SC, SD, TX, VA
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.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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