The Penn-Atlantic Group, Financial Advisors at Morgan Stanley

The Penn-Atlantic Group, Financial Advisors at Morgan Stanley Carin’s goal as a Financial Advisor is to help clients use their wealth to achieve what is most important to them.

She translates their goals into a specific investment objective and personalized investment strategy, executing and refining that strategy, seeking to bring her clients closer to attaining their goals and retirement objectives. Her clients’ goals become the main focus, and achieving them becomes a shared commitment. Asset Allocation, Annuities, Insurance Planning and Retirement Planning are her pr

imary areas of concentration. She adds value for her clients by educating them on the concepts and strategies that go into the development of their financial plan. Carin graduated Magna Cum Laude with a Bachelor of Science degree from Youngstown State University in 1999. Carin began her career in the financial industry at Morgan Stanley in 2004. She is involved in the Pittsburgh Venture Capital Association, is an active member of the Pittsburgh Association of Corporate Growth and a member of their Women's Executive Committee. Carin and her husband, Michael, live in Seven Fields, Pennsylvania and have two children, Luke and Alaina. In her spare time, Carin enjoys time with her family & friends, reading, fitness and travel.

On this Veterans Day, we honor the bravery and dedication of those who serve our country. We are forever grateful for yo...
11/11/2024

On this Veterans Day, we honor the bravery and dedication of those who serve our country. We are forever grateful for your service.

What could the election outcome mean for the markets, economic policy, and your portfolio in 2025 and beyond? Join us po...
11/05/2024

What could the election outcome mean for the markets, economic policy, and your portfolio in 2025 and beyond? Join us post-Election Day on Thursday, November 7, for a conversation with Morgan Stanley thought leaders as they break down the general election results. Register: https://livesocial.seismic.com/a5JfjA

Don't let your 401(k) get left behind when you change jobs. You can roll it over, leave it, or cash it out. Let's discus...
10/16/2024

Don't let your 401(k) get left behind when you change jobs. You can roll it over, leave it, or cash it out. Let's discuss what's best for your financial future.

morganstanley.com

Concerned about market losses impacting your retirement plan? Let's discuss five strategies that may help protect your s...
09/25/2024

Concerned about market losses impacting your retirement plan? Let's discuss five strategies that may help protect your savings.

morganstanley.com

How far and how fast will Fed rate cuts go? Read the latest market insights, and let's discuss the implications for your...
09/18/2024

How far and how fast will Fed rate cuts go? Read the latest market insights, and let's discuss the implications for your portfolio.

morganstanley.com

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so ...
09/11/2024

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives 23 years ago.

Our next 2024 Election Insights event on Thursday, September 12 will feature exclusive perspectives from Morgan Stanley ...
09/06/2024

Our next 2024 Election Insights event on Thursday, September 12 will feature exclusive perspectives from Morgan Stanley thought leaders on the domestic and international policy issues that could impact investors.

Join us:
https://livesocial.seismic.com/axSESe

The Penn-Atlantic Group at Morgan Stanley is proud to announce that Carin Bellack, Financial Advisor, has obtained her C...
08/30/2024

The Penn-Atlantic Group at Morgan Stanley is proud to announce that Carin Bellack, Financial Advisor, has obtained her CERTIFIED FINANCIAL PLANNER™ certification. We are all so proud of her dedication and hard work to obtain this prestigious designation.

The CFP® certification identifies those individuals who have met the experience, rigorous coursework, and ethical requirements necessary to have passed the CFP® Exam. To become a CFP® professional, candidates must also agree to meet ongoing continuing education requirements and uphold the Certified Planner Board of Standards Inc.'s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards. With this additional experience, Carin will continue to serve our clients and help them achieve their lifelong goals through comprehensive financial planning.

The Penn-Atlantic Group is excited to share the most recent edition of our Quarterly Newsletter.Please click the below l...
08/28/2024

The Penn-Atlantic Group is excited to share the most recent edition of our Quarterly Newsletter.

Please click the below link to view our newsletter and feel free to forward to any family or friends! https://livesocial.seismic.com/aZlnlL

Good news! Morgan Stanley clients with eligible brokerage accounts can now earn up to 5.73% Annual Percentage Yield. We ...
07/24/2024

Good news! Morgan Stanley clients with eligible brokerage accounts can now earn up to 5.73% Annual Percentage Yield. We now have a limited-time promotion of our 6-month New Money Certificate of Deposit (CD). Learn more and contact me to take advantage of this competitive CD offer until 8/20/2024:
https://livesocial.seismic.com/aTcuTH

Financial planning is more than just numbers. It's about setting life goals and finding the right path to achieve them. ...
05/29/2024

Financial planning is more than just numbers. It's about setting life goals and finding the right path to achieve them. I can guide you through this journey.

www.morganstanley.com

We are excited to share the most recent edition of our quarterly newsletter.Please click the below link to view our news...
04/11/2024

We are excited to share the most recent edition of our quarterly newsletter.

Please click the below link to view our newsletter and feel free to forward to any family or friends! https://livesocial.seismic.com/aWkGwI

Address

One PPG Place Suite 1300
Pittsburgh, PA
15222

Telephone

+14124348500

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