Patricia Rogus

Patricia Rogus is a First Vice President, Portfolio Manager, and Financial Planning Specialist at Morgan Stanley. She has 25 years of wealth management experience starting with Smith Barney in 1996. She joined Morgan Stanley through the Smith Barney merger. She was named by the Five Star Professional "A Five Star Wealth Manager," from 2012-2021, as this award was published in the Pittsburgh Magazine.By putting her clients first and sincerely caring about their future, Patricia has developed a successful practice dedicated to building and enhancing long term relationships. Her client base is relatively small so she can provide personal attention to each individual’s situation. She is willing to spend hours to get to know the client, their family, their values, concerns, whether financial or otherwise. Her favorite part of the business is when clients share their success stories.As a Financial Planning Specialist, Patricia develops retirement plans, retirement distribution plans, investment plans, education funding plans, and estate planning and stock option strategies. Patricia can provide access to a full range of investment products and services including stocks, bonds, mutual funds, managed accounts, options, annuities, IRA’s, and access to lending services She is also insurance licensed and can assist in life, long term care, and annuities. Patricia holds a Portfolio Manager designation. As a Portfolio Manager, Patricia can manage investment advisory accounts on a discretionary basis.Before becoming a Financial Advisor, Patricia worked as an industrial engineer at a steel mill and later as a project engineer for a manufacturing company. Having an engineering mindset gives Patricia the advantage of bringing an analytical and detailed-oriented perspective to financial planning and portfolio management.Patricia was born and raised in the Pittsburgh area. She earned a MBA from the University of Pittsburgh and an undergraduate degree in Mathematics from Carnegie Mellon University, where she graduated with University Honors. Along with her Financial Planning Specialist and Portfolio Manager designations, Patricia has Series 7, Series 63, and Series 65 licenses.Community involvement is very important to Patricia. She participates in numerous activities at her church including singing in the choirs. Patricia lives in Pittsburgh with her husband and son. She enjoys traveling, singing, and watching sports. She is an avid Penguins, Pirates, and Steelers fan as well as cheering for Duquesne and Carnegie Mellon men’s and women’s basketball.