SJM_FoxPenberthyDehn_MorganStanley_Profile_1_19_BusinessSpotlight 1 / 3 / 19 2 : 50 PM Page 3 Q : How does your cohesive , goals - based tax matters , as well as their planned giving “ When you work outlook include coordinating with strategies , living trusts and wealth transfer professionals outside your firm ? goals . with one of us , AF : Our job is to work collaboratively with AF : Given our mission to be the go - to ad - all advisors ; to lead the financial discussions visors for lives in transition , our service you get the best and help the client reach their goals and philosophy is simple : We build relation - objectives . We continue the team effort ships and we get things done . Period . If of all of us . ” — Edward M . Penberthy it’s important to you , then it’s important and work jointly with pertinent special - to us . By clearly understanding your world , our skills and personal service . We are ists — such as an estate - planning attorney , we can develop a course extremely nimble and want our clients a CPA or insurance professional — to help f action that o to know they can count on us , no matter ensure our client is taking advantage of aligns your values and your vision with a n what the issue , no matter who takes the the full range of available knowledge . passion for the outcome . call . When you work with one of us , you get the best of all of us . Q : How do you help families and Fox , Penberthy AF : It is also a collaborative effort . There businesses manage life - changing & Dehn at Morgan is no doubt clients need to have a seat events with confidence ? at the table and need to participate in JD:We believe wealth management should Stanley the process . We strongly encourage every take into consideration your real - world , 330 Fellowship Road , Suite 400 , decision - maker and interested party in everyday challenges . Our solutions - based Mount Laurel , NJ 08054 | ( 856 ) 231 - 4800 the family dynamic to play an active methodology closely looks at a client’s FA.MorganStanley.com / fpd role . income , spending habits , liabilities and Source : Forbes.com ( February 2018 ) . Best - in - State Wealth Advisors ranking was developed by SHOOK Research and is based on in - person and telephone due diligence meetings and a ranking algorithm that includes : client retention , industry expe - rience , review of compliance records , firm nominations ; and quantitative criteria , including : assets under management and revenue generated for their firms . Investment performance is not a criterion . Rankings are based on the opinions of SHOOK Research , LLC and are not indicative of future performance or representative of any one client’s experience . Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a ee to Forbes or SHOOK Research in f exchange for the ranking . For more information : www.SHOOKresearch.com . Certified Financial Planner Board of Standards Inc . owns the certification marks CFP ® , CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP ( with flame design ) in the U.S , which it awards to individuals who successfully complete CFP Board’s initial and ongoing Certification requirements . Fox , Penberthy & Dehn are Financial Advisors in Morgan Stanley’s Mount Laurel office . Although Fox , Penberthy & Dehn has compensated South Jersey Magazine to have this advertisement featured in its publications , this is not a solicitation nor intended to provide individually tailored investment advice . The strategies and / or investments referenced may not be suitable for all investors . You should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate lanning and other legal matters . p The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Smith Barney LLC . Member SIPC . CRC 2332473 11 / 18 SOUTH JERSEY MAGAZINE volume 15 issue 10 SouthJerseyMagazine.com | 19