SJM_FoxPenberthyDehn_MorganStanley_Profile_1_19_BusinessSpotlight 1 / 4 / 19 1 : 20 PM Page 1 Committed to Your Future The experienced and knowledgeable professionals from Fox , Penberthy & Dehn at Morgan Stanley are passionate about helping clients reach their financial goals . By Matt Cosentino E C U R I N G O U R F I N A N C I A L F U T U R E I S A P R I M A R Y OBJECTIVE FOR MOST OF US , S but finding the right advisors to help us reach our goals can seem overwhelming . South Jersey Magazine recently sat down with the team from Fox , Penberthy & Dehn at Morgan Stanley to discuss im - portant factors in choosing a financial advisor and to learn more about how they can assist with critical decisions in their clients ’ lives . In addition to enlisting professionals with a track record for helping navigate the complexities of wealth management , it is also crucial to work with a firm where our hopes , dreams and concerns are given serious consideration and become part The Fox , Penberthy & Dehn at Morgan Stanley Team of Professionals of the overall strategy . keeps them up at night . Fox , Penberthy & Dehn places a high Because Forbes and SHOOK have es - By our actions , value on tablished such high standards , the fact that we demonstrate how much we care about elationships . They strive to get r Fox and Penberthy were both named to each of those individual goals and how to know their clients on both a professional the inaugural 2018 list speaks volumes much we care about putting those indi - and personal level and have a passion about them . South Jersey Magazine learned vidual goals into a complete financial for delivering positive outcomes . more about the distinction during a con - planning package . We help clients develop “ When you allow us into your financial versation with Fox , Penberthy and Dehn , a definable , quantifiable , and very dili - life to share our solutions - based approach , along with other helpful hints for charting gently planned out road map that is de - you see how much we care — not only a road map to a successful financial future . signed to help them to get from where through our words , but our actions , ” says they are now to where they’re trying to Albert A . Fox , Executive Director and Fi - ® ® Q:What significance does the get in the future . nancial Advisor , CFP , CIMA , who leads recognition from Joseph Dehn : If you’re looking for a team Fo the firm along with partners Edward M . rbes have for your that cares and is willing to go through Penberthy , Executive Director , Financial team ? ® ® walls and be your client advocate , we’re Advisor , CFP Albert Fox : It’s a list that you would be , CIMA , and Joseph G . the team for you . happy to give to your closest friends and Dehn , First Vice President , Financial Ad - ® family to help them begin to choose an visor CFP . “ As your financial advisors , Q : The client - first approach is a advisor . Forbes is a recognizable publication we strive to deliver a world - class experi - foundation of your practice . What does and I believe it is used widely in the finance ence to you and your family . ” that entail ? and investment community as a bellwether Enhancing the client experience is Edward Penberthy : Our passion for our for real , legitimate financial stories and one aspect of the Forbes ranking of Best - clients and their success is the cornerstone commentary . I think being named to the In - State Wealth Advisors , developed by of our practice . We come to work every inaugural Forbes Best - in - State list says all . SHOOK Research . The comprehensive day We are truly humbled by this honor . e list of top advisors from across the country ngaged in making a difference , with also takes into account such factors as every decision focused on doing the right Q : Why should a client allow Fox , assets under management , compliance thing for you . … Our team is dedicated Penberthy & Dehn into his or her records , industry experience and approach to helping them simplify their financial financial life ? to working with clients . Unlike similar life , offering the best solutions for their AF : Our team takes an exhaustive discovery rankings , it is based on exhaustive research consideration with unbiased , objective approach to learning about someone’s that includes telephone and in - person advice . To that end , we are focused on goals and objectives ; to learning about interviews with the thousands who are the core values of complete transparency , what’s important to them and why it’s nominated for inclusion , according to full disclosure , autonomy of choices and important ; and to learning about what R.J . Shook , president of SHOOK Research . a pursuit of perfection . SOUTH JERSEY MAGAZINE volume 15 issue 10 SouthJerseyMagazine.com | 17