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community thrives,
we all prosper.
Prosperity is about so much more than money. It's
about living well in a community that is healthy
and stable. At Morgan Stanley, we feel fortunate
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make everyone's life richer.
The use of the CDFA™ designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done
by a licensed attorney. The CDFA™ designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
The Pendleton Baumgartner Group
at Morgan Stanley
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.
325 South Main Street
Frankenmuth, MI 48374
989-790-1048
advisor.morganstanley.com/
the-pendleton-baumgartner-group
Shanna M. Jacobs
Financial Advisor
Adam N. Pendleton
Financial Advisor
Kelly A. Baumgartner,
CDFA™, CFP®, CRPC®
Associate Vice President
Financial Advisor
Kraig A. Pendleton
First Vice President
Financial Advisor
David A. Pendleton
Senior Vice President
Financial Advisor
