Kelly E Dougherty
Executive Director, Financial Advisor, Family Wealth Director, Senior Portfolio Management Associate Director, Insurance Planning Director, Lending Specialist
Phone:
(760) 779-8412(760) 779-8412
111 Wealth Management Group at Morgan Stanley
Kelly E DoughertyKathleen M ValentineAndrew R Clark, CFP®Ryan Wilson, CIMA®Gabe AguirreChase Kaminsky
Direct:
(760) 779-8431(760) 779-8431
Toll-Free:
(800) 927-9421(800) 927-9421
Our Mission Statement
To pursue the best possible outcomes for our family of clients
111 Wealth Management Group
The 111 Wealth Management Group focuses on producing the best possible outcomes for their family of clients by implementing a holistic and fully comprehensive process and philosophy founded on stewardship, and client relationships based on empathy. All of these elements are essential to the success we’ve been privileged to experience the past three plus decades.
Our newly expanded group of top wealth managers spans several generations. Our broad range of complementary capabilities along with special dedicated UHNW client resources – combined with our breadth of experience and diverse credentialing allow us to collectively support every aspect of your financial life—whether that includes wealth transfer planning and tax optimization strategies, world-class asset management, philanthropy strategies, lending solutions, business consultations or any other matters of importance to you. While our individual backgrounds may be different, we share the same values which creates the foundation for an exceptional client experience.
We primarily serve high and ultra-high net worth families, along with a select group of business owners, entrepreneurs and foundations. Our team carries the Morgan Stanley Family Wealth Director designation—awarded to elite groups of Financial Advisors that have completed special training, and have extensive experience advising highly affluent families. This enables us to provide direct access to a comprehensive range of resources offered through the firm-within-a-firm Family Office Resources, that helps families manage the complex, multigenerational challenges of overseeing significant wealth.
We’re proud of our thorough discovery process, holistic financial approach, meticulous attention to detail, ongoing communication and service model. They’re integral reasons why we develop relationships that last for decades and frequently receive unsolicited referrals. To preserve our optimal level of service, we limit the number of clients we serve.
Choosing the right wealth management group is an important decision. We encourage you to learn more about how we can make a difference in your life, and welcome the opportunity to have a conversation with you. We look forward to demonstrating how our strategic, multigenerational approach can help you enjoy your wealth.
Our newly expanded group of top wealth managers spans several generations. Our broad range of complementary capabilities along with special dedicated UHNW client resources – combined with our breadth of experience and diverse credentialing allow us to collectively support every aspect of your financial life—whether that includes wealth transfer planning and tax optimization strategies, world-class asset management, philanthropy strategies, lending solutions, business consultations or any other matters of importance to you. While our individual backgrounds may be different, we share the same values which creates the foundation for an exceptional client experience.
We primarily serve high and ultra-high net worth families, along with a select group of business owners, entrepreneurs and foundations. Our team carries the Morgan Stanley Family Wealth Director designation—awarded to elite groups of Financial Advisors that have completed special training, and have extensive experience advising highly affluent families. This enables us to provide direct access to a comprehensive range of resources offered through the firm-within-a-firm Family Office Resources, that helps families manage the complex, multigenerational challenges of overseeing significant wealth.
We’re proud of our thorough discovery process, holistic financial approach, meticulous attention to detail, ongoing communication and service model. They’re integral reasons why we develop relationships that last for decades and frequently receive unsolicited referrals. To preserve our optimal level of service, we limit the number of clients we serve.
Choosing the right wealth management group is an important decision. We encourage you to learn more about how we can make a difference in your life, and welcome the opportunity to have a conversation with you. We look forward to demonstrating how our strategic, multigenerational approach can help you enjoy your wealth.
Services Include
- Wealth ManagementFootnote1
- Financial PlanningFootnote2
- Professional Portfolio ManagementFootnote3
- Alternative InvestmentsFootnote4
- Structured ProductsFootnote5
- Estate Planning StrategiesFootnote6
- Trust ServicesFootnote7
- Endowments and FoundationsFootnote8
- Executive Financial ServicesFootnote9
- Business PlanningFootnote10
- Business Succession PlanningFootnote11
- Cash Management and Lending ProductsFootnote12
- Life InsuranceFootnote13
- Long-term Care InsuranceFootnote14
- Planning for Education FundingFootnote15
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
What is a Family Wealth Director?
Achieved by fewer than 5% of Morgan Stanley's 16,000+ Financial Advisors— the Family Wealth Director designation is awarded to elite groups of Financial Advisors that have completed special training and have extensive experience advising highly affluent families.
Family Wealth Directors are uniquely qualified to manage the complex challenges of significant, multigenerational wealth. Our deep knowledge and extensive experience, combined with access to exclusive Family Office Resources, enables us to support every aspect of your financial life all under one roof.
We have the ability to evaluate a broad array of cutting-edge solutions to formulate tailored wealth strategies for your unique needs, goals and circumstances. We take an integrated approach that includes family governance, wealth transfer and tax optimization strategies, asset protection, world-class asset management, lending solutions, business consulting or any other matters of importance to you. This approach helps you and your family maintain unity as you pass both assets and values across generations.
HELPING NAVIGATE A COURSE TO FINANCIAL SUCCESS
Our goals-based approach focuses on you and your family – where you are today and where you want to go. Working together, we help develop the strategies to get you there while navigating life's challenges and helping you make more informed and confident decisions about your wealth.
- What you should do.
- Why you should do it.
- What it will cost to do it with us.
1: Introduction
Our goal is to make your situation better, while never getting in the way of relationships you have cultivated with professionals you trust. In our initial conversation, we listen carefully to understand your current financial concerns. To determine how we can add value, we schedule a face-to-face meeting and request important financial information.
2: Discovery
We continue our initial dialogue, learning about the values that shape your decisions and identifying any circumstances unique to your situation. We review the documents you prepared and prioritize the goals you want to achieve. We collect all this information so we can analyze it and determine if we are the best fit for your situation.
3: Analysis
In this step, we study your situation to recommend the best possible long-term strategy for you and your family. We may determine another team is better aligned with your particular goals and will offer to make an introduction. Or we may determine we have the skills, knowledge, and experience to serve your unique needs. Either way, we are confident we can help you and will communicate with you promptly.
4: Plan Development
If we agree to move forward, we build upon our initial analysis, utilizing sophisticated planning and risk analysis tools to identify appropriate strategies. We also run various "what if" scenarios, stress-testing each recommendation so we can formalize a comprehensive wealth management plan that aims to align your goals and priorities with your timeframes and risk parameters.
5: Presentation & Implementation
Here, we present your personalized plan in detail with the goal of answering three critical questions:
Based on our discussion, we will refine your plan and begin to implement the strategies presented. We believe in full transparency and will keep you involved each step of the way.
6: First-Class Service
Committed to a concierge experience, we focus on developing longstanding relationships that can provide value to you and your family. We deliver first-class service through our commitment that emphasizes ongoing communication through monthly conversations and social gatherings throughout the year.
OUR COMMITMENT TO YOU
We are the financial stewards of your wealth, helping empower you to be confident in your decisions so you have the freedom to pursue your life goals. The number one way we attract new clients – and maintain existing relationships – is our commitment to delivering first-class service.
We Treat You Like Family
We are dedicated to building deep and caring relationships. We do this by working with a select group of clients who value our depth of knowledge in providing comprehensive solutions that go well beyond investments. The bonds we form are fundamental to our mission, and it is our intention that they span generations.
A Strong Moral Compass
Every decision we make is focused on doing the right thing for you. We help simplify your financial life, offering some of the most efficient solutions with objective advice. Above all, we are dedicated to a superior service model that emphasizes responsiveness, transparency and approachability. We are creative problem solvers who put your interests ahead of our own.
Total Wealth Management
Whether you need guidance with growth, asset preservation, or legacy planning strategies, we want to be your first phone call for anything financial. Our goal is to offer appropriate advice and service before you know you need it and to respond to every request or question immediately.
Ongoing Education
Financial education is a vital element of our practice and helps ensure continuity as wealth moves from one generation to the next. We believe it is our responsibility to assist you and family members as they face important financial challenges. We provide access to important resources and are here to answer critical questions that may impact your long-term wealth.
A Team Approach
We believe you are entitled to the best advice possible. As a result, we often collaborate with specialists across Morgan Stanley, as well as other professionals within the industry who are considered experts in their fields. We work in collaboration with your accountant, attorney, and other advisors to gain the precise knowledge needed to effectively manage your wealth, while helping ensure all recommendations are fully aligned and implemented.
Proactive Communication
We know life gets busy. We keep you focused on your finances by proactively scheduling regular calls and meetings. We believe it is our responsibility to always be in sync with the changes in your life, so we can anticipate and respond strategically to new risks and emerging opportunities. The result is an integrated financial strategy that focuses on helping meet your particular goals today and as they evolve over time.
A Pledge to Privacy
We understand confidentiality is core to any financial relationship. We recognize your personal data is your private information, and we are committed to keeping it secure and confidential. We employ a full suite of strategies to protect your assets, guard your online interactions, and keep your personal information as confidential as you intend it to be.
Concierge Service
While there are many advisors who can provide a good plan and strategy, few excel at delivering a superior service model. We deliberately keep the size of our practice small, so we can deliver a "Ritz Carlton" experience. This enables us to spend quality time with our clients, so we know what's happening in their lives, and they know what's happening with their wealth.
Credentials
Family Wealth Director
The Family Wealth Director designation within Morgan Stanley is awarded to a highly trained group of select Financial Advisors serving an elite clientele facing more complex wealth management challenges. Family Wealth Directors within Morgan Stanly have extensive experience, specialized training and the resources to address planning for ultra-high net worth families in the areas of wealth transfer, business succession planning, asset protection, family governance and wealth education.
CIMA® - Certified Investment Management Analyst® (Ryan Wilson)
The Certified Investment Management Analyst (CIMA) is a certification for financial consultants and investment advisors. The CIMA is generally considered a high-level credential. It indicates that the financial advisor has both a proven track record of ethical conduct and significant accomplishment in their field. The Investments and Wealth Institute describes it as “the peak international, technical portfolio construction certification program.”
CFP® - Certified Financial Planner™ (Andrew Clark)
The Certified Financial Planner™ designation is awarded to candidates who have demonstrated expertise in the areas of Education, Investment, Tax, Retirement, Estate and Insurance planning. CFP® professionals must accrue several years of experience related to delivering financial planning services to clients and pass a comprehensive exam before calling themselves a CFP® Professional and are held to strict ethical standards to ensure financial planning recommendations are in the best interest of their clients.
CRPC® - Chartered Retirement Planning Counselor® (Gabe Aguirre)
The Chartered Retirement Planning Counselor™ designation is awarded to candidates who have demonstrated expertise in retirement planning. CRPC® professionals must accrue several years of experience related to retirement planning and pass a comprehensive exam before earning this designation.
Location
74199 El Paseo
Suite 201
Palm Desert, CA 92260
US
Direct:
(760) 779-8431(760) 779-8431
Toll-Free:
(800) 927-9421(800) 927-9421
Meet 111 Wealth Management Group
Kathleen M Valentine
Senior Vice President, Financial Advisor, Family Wealth Director, Insurance Planning Director
Phone:
(760) 779-8410(760) 779-8410
Andrew R Clark, CFP®
Senior Vice President, Financial Advisor, Family Wealth Director, Portfolio Management Director
Phone:
(760) 779-8431(760) 779-8431
Ryan Wilson, CIMA®
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
Phone:
(760) 776-6235(760) 776-6235
Gabe Aguirre
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
Phone:
(760) 776-6234(760) 776-6234
Chase Kaminsky
Financial Advisor, Financial Planning Specialist
Phone:
(760) 776-6236(760) 776-6236
Noel Dodge
Wealth Management Associate
Phone:
(760) 779-8419(760) 779-8419
Tammie Donnelly
Portfolio Associate
Phone:
(760) 779-8487(760) 779-8487
Courtney Hershberger
Wealth Management Associate
Phone:
(760) 776-6223(760) 776-6223
Tamara Spates
Senior Registered Client Service Associate
Phone:
(760) 776-6225(760) 776-6225
About Kelly E Dougherty
Kelly E. Dougherty is a Family Wealth Director, Senior Director-Portfolio Management, and Senior Vice President for Wealth Management at Morgan Stanley. He is a founding partner of 111 Wealth Management Group, formerly known as the Valentine Dougherty & Clark Wealth Management Group. Kelly’s professional areas of focus for the team include the coordination of investment and capital market strategy, tactics, security selection and analysis. He is passionate about identifying and solving complex challenges for ultra-high net worth (UNHW) families, including consulting on family governance and family legacy planning, as well as comprehensive risk identification and mitigation strategies. Kelly relishes the challenge of navigating the capital markets, utilizing sophisticated strategies and structures, to deliver appropriate solutions for clients.
Kelly came to Citi Family Office and Smith Barney in 2008 from UBS where he spent 24 years. Before joining UBS (PaineWebber) in 1984, he worked for EF Hutton & Co and Bateman Eichler, Hill Richards. Prior to his finance career, Kelly spent three years as a playing and teaching tennis professional.
Kelly is active in community and youth service organizations, and serves on several Boards of Directors, including Salvation Army Regional Advisory Board. He collects fine wines and is a member of the Confrerie des Chevalier du Tastevin, as well as being a passionate cook. He has been married to Kathleen Valentine since 1985, and they have one daughter.
Kelly came to Citi Family Office and Smith Barney in 2008 from UBS where he spent 24 years. Before joining UBS (PaineWebber) in 1984, he worked for EF Hutton & Co and Bateman Eichler, Hill Richards. Prior to his finance career, Kelly spent three years as a playing and teaching tennis professional.
Kelly is active in community and youth service organizations, and serves on several Boards of Directors, including Salvation Army Regional Advisory Board. He collects fine wines and is a member of the Confrerie des Chevalier du Tastevin, as well as being a passionate cook. He has been married to Kathleen Valentine since 1985, and they have one daughter.
Securities Agent: AZ, WA, TX, NY, NM, CO, NV, NC, LA, AK, WV, IN, ID, UT, SD, NJ, IA, GA, VA, MI, MD, MA, IL, WI, SC, PA, OH, MN, WY, NH, KY, RI, OR, MT, MS, MO, KS, CT, CA, TN, OK, HI, FL, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1279568
CA Insurance License #: 0A63818
NMLS#: 1279568
CA Insurance License #: 0A63818
About Kathleen M Valentine
Kathleen M. Valentine is a Family Wealth Director, Wealth Manager and First Vice President Wealth Management at Morgan Stanley. Kathy is a founding partner of 111 Wealth Management who takes a holistic approach with clients, developing relationships grounded in sincerity and empathy. Kathy has a deep interest and knowledge in matters of financial preservation, focusing on cash and fixed income management, multi-generational financial planning that emphasizes estate and trust planning, advanced insurance strategies as well as strategic philanthropy.
Kathy began her finance career on Wall Street at Lehman Brothers in 1979, working with individual and institutional clients. Kathy has held positions at Merrill Lynch, Shearson Lehman, and EF Hutton & Co. A native New Yorker, she graduated Summa Cum Laude from the State University of New York, New Paltz.
Kathy is actively involved and holds leadership positions in a number of philanthropic, political, women’s and faith-based organizations. Her personal interests include fitness and nutrition, fine art, politics, and travel. She has been married to Kelly Dougherty since 1985, and they have one daughter.
Kathy began her finance career on Wall Street at Lehman Brothers in 1979, working with individual and institutional clients. Kathy has held positions at Merrill Lynch, Shearson Lehman, and EF Hutton & Co. A native New Yorker, she graduated Summa Cum Laude from the State University of New York, New Paltz.
Kathy is actively involved and holds leadership positions in a number of philanthropic, political, women’s and faith-based organizations. Her personal interests include fitness and nutrition, fine art, politics, and travel. She has been married to Kelly Dougherty since 1985, and they have one daughter.
Securities Agent: HI, AZ, NM, TX, NJ, AL, UT, TN, SD, NV, NH, MN, IA, DE, VA, OR, MI, ID, CO, CA, MD, IL, AK, PA, WI, MA, GA, FL, NC, CT, LA, WA, OK, OH, NY, MT, MS, IN, WY, WV, KY, SC, RI, MO, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1265204
CA Insurance License #: 0A03528
NMLS#: 1265204
CA Insurance License #: 0A03528
About Andrew R Clark
Andrew R. Clark is a Family Wealth Director, Portfolio Manager, First Vice President Wealth Management and Financial Advisor at Morgan Stanley. A founding partner of the 111 Wealth Management Group and a Certified Financial Planner™, Andy performs comprehensive financial planning and financial integration services for their clients. He leads our client onboarding and discovery process, applying deep and intent listening skills to uncover details about clients’ true values and wealth needs. Andy is an approachable advisor who communicates with clients in a jargon-free manner that inspires confidence.
He is a member of the Coachella Valley Angel Network and serves on several non-profit boards, including Act for MS and Desert Town Hall Speaker Series in which 111 Wealth Management is a primary sponsor. He also helps coordinate “Operation BBQ” for the troops at the 29 Palms US Marine Corp base, where he and others cook for 24 hours to feed and entertain 15,000 Marines, their families, and the families of Marines currently serving overseas.
Andy was a business major at the University of Colorado, Boulder. Before his finance career, he was a professional chef who trained at several culinary schools. When his schedule permits, Andy enjoys traveling as much as possible. After backpacking all over Europe, he proposed to his beautiful wife Shelly on a gondola in Venice. They have been married since 1998 and have two sons attending Arizona State University and the University of Colorado Boulder, who share his intense love for the Denver Broncos.
He is a member of the Coachella Valley Angel Network and serves on several non-profit boards, including Act for MS and Desert Town Hall Speaker Series in which 111 Wealth Management is a primary sponsor. He also helps coordinate “Operation BBQ” for the troops at the 29 Palms US Marine Corp base, where he and others cook for 24 hours to feed and entertain 15,000 Marines, their families, and the families of Marines currently serving overseas.
Andy was a business major at the University of Colorado, Boulder. Before his finance career, he was a professional chef who trained at several culinary schools. When his schedule permits, Andy enjoys traveling as much as possible. After backpacking all over Europe, he proposed to his beautiful wife Shelly on a gondola in Venice. They have been married since 1998 and have two sons attending Arizona State University and the University of Colorado Boulder, who share his intense love for the Denver Broncos.
Securities Agent: CA, MO, TX, PA, IL, HI, WV, NH, ID, GA, FL, VA, OR, KS, WA, NJ, MS, CT, AK, TN, SD, MT, DE, AZ, NY, MI, MD, UT, RI, NM, NC, IN, AL, OH, NV, MA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1390734
CA Insurance License #: 0C48521
NMLS#: 1390734
CA Insurance License #: 0C48521
About Me
Ryan Wilson is a Financial Advisor, Portfolio Manager and Senior Vice President for 111 Wealth Management. Having recently joined Morgan Stanley, Ryan was previously Senior Vice President and Branch Director with RBC Wealth Management. His focus within the team is bringing together the complex world of capital markets, portfolio management, and risk management to deliver superior outcomes for clients. Ryan holds the Certified Investment Management Analyst® designation, which helps him distill the complex financial world into actionable insights for clients. His ability to ascertain the difference between financial "noise" and those events that should be incorporated into a client's strategy is what sets him apart from other wealth managers. Accordingly, he is dedicated to incorporating clients’ beliefs and goals are properly implemented into a sound wealth management process.
Ryan joined RBC Wealth Management in 2011. Prior to that time, he was a complex sales manager with Bank of America/Merrill Lynch and a regional manager at Chase Investment Services Corp. He began his financial services career in 2001 at A.G. Edwards and Sons.
Ryan is a graduate of the University of Arkansas with a major in financial management. He currently serves on the organizing committee and is past chairman for the Southwestern Growers Golf Tournament that benefits the Boys and Girls Club of the Coachella Valley. He is a former board member for Children’s Discovery Museum of the Desert and served on the board of the Academy for Musical Performance. Ryan and his wife, Amy, and three children, Riley, Jackson and Andrew, live in Palm Desert. When they aren’t shuttling around to sports practices and games, Ryan and Amy are active members at Toscana Country Club in Indian Wells. They also love to spend time in the summer at their home in Carlsbad.
Ryan joined RBC Wealth Management in 2011. Prior to that time, he was a complex sales manager with Bank of America/Merrill Lynch and a regional manager at Chase Investment Services Corp. He began his financial services career in 2001 at A.G. Edwards and Sons.
Ryan is a graduate of the University of Arkansas with a major in financial management. He currently serves on the organizing committee and is past chairman for the Southwestern Growers Golf Tournament that benefits the Boys and Girls Club of the Coachella Valley. He is a former board member for Children’s Discovery Museum of the Desert and served on the board of the Academy for Musical Performance. Ryan and his wife, Amy, and three children, Riley, Jackson and Andrew, live in Palm Desert. When they aren’t shuttling around to sports practices and games, Ryan and Amy are active members at Toscana Country Club in Indian Wells. They also love to spend time in the summer at their home in Carlsbad.
Securities Agent: SD, SC, VI, OK, PA, NM, UT, RI, WA, VT, OH, MD, WV, VA, WI, ND, WY, OR, TN, PR, MS, NE, MA, TX, NY, MT, NJ, NV, NC, MI, NH, LA, KY, AK, ID, MO, AL, CO, DC, DE, CA, IA, GA, HI, AR, CT, IN, MN, ME, FL, AZ, KS, IL; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 633431
NMLS#: 633431
About Me
Gabriel Aguirre is a Financial Advisor, Portfolio Manager and Senior Vice President for 111 Wealth Management. Having recently joined Morgan Stanley, Gabe was previously Senior Vice President with RBC Wealth Management. He focuses on building lasting bonds with clients that go beyond numbers, helping families achieve successful financial outcomes across multiple generations. His ability to connect with clients on the matters most important to them is what sets him apart from other wealth managers. As a result of his unique ability to relate, build bonds, and understand the needs of multiple generations, Gabe has become the trusted confidant in all family governance matters that arise for families of significant wealth. A Chartered Retirement Planning Counselor™, he also focuses on providing customized retirement solutions for individuals and business owners.
Gabe joined RBC Wealth Management in 2011. He was previously a vice president and financial advisor at Merrill Lynch/Bank of America Investments. Gabe began his professional career in 1997 as a premier banker at Bank of America.
Gabe attended California State University, Fullerton with a focus in finance and is fluent in Spanish. He lives at Bighorn Country Club in Palm Desert with his wife, Armida, and his two kids Juan Pablo and Catalina. They are active members at Bighorn, but also enjoy time in the summer at their home in Huntington Beach.
Gabe joined RBC Wealth Management in 2011. He was previously a vice president and financial advisor at Merrill Lynch/Bank of America Investments. Gabe began his professional career in 1997 as a premier banker at Bank of America.
Gabe attended California State University, Fullerton with a focus in finance and is fluent in Spanish. He lives at Bighorn Country Club in Palm Desert with his wife, Armida, and his two kids Juan Pablo and Catalina. They are active members at Bighorn, but also enjoy time in the summer at their home in Huntington Beach.
Securities Agent: RI, NM, MI, KY, VA, TX, TN, NY, KS, CO, AZ, NV, NH, MT, MO, MA, LA, FL, DE, CA, OR, MD, IN, NC, IL, GA, UT, HI, AK, ID, PA, OH, AL, WV, NJ, MS, CT, WA, SD; General Securities Representative; Investment Advisor Representative
NMLS#: 633430
NMLS#: 633430
About Chase Kaminsky
Chase Kaminsky is a Financial Advisor and Financial Planning Specialist at Morgan Stanley. Previously a Financial Advisor with Edward Jones and a Financial Planning Associate at Sherpa Wealth Strategies in Bend, Oregon, Chase joined the 111 Wealth Management Group in 2024. He helps families create a financial plan so they can spend more time doing the things they love. Chase focuses on understanding what is most important to clients, what they would like to achieve, and creates plans designed to get them there.
Chase chose a career in financial planning because he was drawn by its potential to empower individuals to achieve financial freedom. Initially interested in guiding early-career professionals, he quickly became fascinated by the complexities of wealth management for high net worth and ultra-high-net-worth families. The challenge of crafting a tailored solution set for these clients excites Chase, as he values the significant impact he and his team can have on their lives and legacies. Joining the 111 Wealth Management Group at Morgan Stanley allowed Chase, with the help of his team, to pursue his aspiration to have an impact on the lives of families that will last for generations.
Chase graduated from San Diego State University. When not helping clients, he enjoys cooking for friends and family, attending the local AHL Hockey team Firebirds games, watching sports, and playing golf. Chase and his fiancée Caroline love to travel as much as possible.
Chase chose a career in financial planning because he was drawn by its potential to empower individuals to achieve financial freedom. Initially interested in guiding early-career professionals, he quickly became fascinated by the complexities of wealth management for high net worth and ultra-high-net-worth families. The challenge of crafting a tailored solution set for these clients excites Chase, as he values the significant impact he and his team can have on their lives and legacies. Joining the 111 Wealth Management Group at Morgan Stanley allowed Chase, with the help of his team, to pursue his aspiration to have an impact on the lives of families that will last for generations.
Chase graduated from San Diego State University. When not helping clients, he enjoys cooking for friends and family, attending the local AHL Hockey team Firebirds games, watching sports, and playing golf. Chase and his fiancée Caroline love to travel as much as possible.
Securities Agent: RI, HI, PA, NC, MO, MN, AZ, WY, MT, MA, LA, KY, ID, GA, OH, NJ, ND, DE, CO, TX, SC, OR, MD, FL, WA, UT, PR, MS, KS, CT, AK, WI, NY, NH, NE, IN, AL, VI, VA, TN, NV, IL, IA, CA, AR, WV, VT, OK, NM, DC, SD, MI, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 2602802
NMLS#: 2602802
About Noel Dodge
Noel A. Dodge, Portfolio Associate, at Morgan Stanley. Noel has been a member of the team since 2003. She began her finance career in 1994 after graduating from Castleton University, Vermont with degrees in Sociology and Criminal Justice. Noel is responsible for executing the highly refined client services processes of 111 Wealth Management at Morgan Stanley. She has held positions at Merrill Lynch, AG Edwards (now Wells Fargo/Wachovia), and UBS, prior to Citi Family Office Smith Barney (now Morgan Stanley).
Noel enjoys distance running, downhill skiing, reading, and traveling to New England to visit her family. She enjoys taking advantage of the California outdoors with her two sons.
Noel enjoys distance running, downhill skiing, reading, and traveling to New England to visit her family. She enjoys taking advantage of the California outdoors with her two sons.
About Tammie Donnelly
Tammie Donnelly, Senior Registered Associate, is new to 111 Wealth Management Group, but has extensive experience in the wealth management industry. She has been with Morgan Stanley for 28 years and has previously worked for Paine Webber, and Merrill Lynch. Most recently Tammie was the Business Service Manager in the Palm Desert branch, and she has served in numerous roles throughout her 40-year finance career. These roles included being a Client Service Associate, Branch Operations Manager, and other service/administrative roles.
Tammie enjoys spending time gardening, doing DIY projects around her home, spending time with her seven grandchildren, and her beloved dog. Her favorite getaway destination is a California beach.
Tammie enjoys spending time gardening, doing DIY projects around her home, spending time with her seven grandchildren, and her beloved dog. Her favorite getaway destination is a California beach.
About Courtney Hershberger
Courtney serves as a Wealth Management Associate. She joined Morgan Stanley in 2023 continuing her lengthy career in financial services.
Her interest in finance began with a summer job at the Chicago Board of Trade as an arbitrage clerk in the soybean pit. She continued working summers at the Board of Trade while attending Northern Illinois University, graduating with a major in Economics and a minor in History. She moved to California in 1997, and started working at Merrill Lynch in Indian Wells.
After 14 years at Merrill Lynch and 12 years at RBC Wealth Management, she is happy to be at Morgan Stanley as part of the 111 Wealth Management Group.
Courtney and her husband, Eric, live in Palm Springs. They have 3 sons (Ty, Mason and Luke) who are all currently in college. They enjoy spending time together as a family and traveling to new places. Courtney is beginning to take golf lessons so she can keep up with her husband and boys.
Her interest in finance began with a summer job at the Chicago Board of Trade as an arbitrage clerk in the soybean pit. She continued working summers at the Board of Trade while attending Northern Illinois University, graduating with a major in Economics and a minor in History. She moved to California in 1997, and started working at Merrill Lynch in Indian Wells.
After 14 years at Merrill Lynch and 12 years at RBC Wealth Management, she is happy to be at Morgan Stanley as part of the 111 Wealth Management Group.
Courtney and her husband, Eric, live in Palm Springs. They have 3 sons (Ty, Mason and Luke) who are all currently in college. They enjoy spending time together as a family and traveling to new places. Courtney is beginning to take golf lessons so she can keep up with her husband and boys.
About Tamara Spates
Tammy serves as a Senior Registered Client Service Associate. She became a member of the 111 Wealth Management Group in 2023. Tammy started in the financial services industry with Merrill Lynch in 1985 as a wire operator/cashier. Over her 35-year career with Merrill Lynch she was employed in a variety of positions in operations, management and client service.
In 2011, she joined Hightower Advisors, and served as a Relationship Manager with them for five years. She joined RBC in 2016 as a Branch Service Manager, assisting the office with operational duties, client service and management reports.
Tammy and her husband, Mike, live in Palm Desert. They have two sons (Ryan and Chance) and two daughter-in-laws (Kasia and Carmen). When she’s not working, Tammy and her husband enjoy spending time with their family (including their three grandchildren), and participating in hobbies such as camping, boating, biking and pickleball.
In 2011, she joined Hightower Advisors, and served as a Relationship Manager with them for five years. She joined RBC in 2016 as a Branch Service Manager, assisting the office with operational duties, client service and management reports.
Tammy and her husband, Mike, live in Palm Desert. They have two sons (Ryan and Chance) and two daughter-in-laws (Kasia and Carmen). When she’s not working, Tammy and her husband enjoy spending time with their family (including their three grandchildren), and participating in hobbies such as camping, boating, biking and pickleball.
Contact Kelly E Dougherty
Contact Kathleen M Valentine
Contact Andrew R Clark
Contact Ryan Wilson
Contact Gabe Aguirre
Contact Chase Kaminsky
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
How to Break the Ice Around Family Finances
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Are You Prepared for Retired Life?
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact 111 Wealth Management Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
12Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
13Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
14Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
15When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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.
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.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
12Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
13Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
14Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
15When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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.
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.
Awards Disclosures
CRC 6491812 (04/2024)
