Access One Alliance at Morgan Stanley

Bruce A. Burrows is a Managing Director and Stock Plan Director at Morgan Stanley.  He co-heads The Burrows Strzelecki Group, a team of highly qualified and experienced Financial Advisors, Sales Assistants, Administrators, and Relationship Managers focusing on corporate services including stock plan administration, controlled/restricted stock services and financial wellness programs. 

Bruce limits his practice to working closely with a select group of corporate executives helping them achieve all that is important to them.  His wealth management service model includes a five meeting process that begins with an exploratory discovery meeting.  Through this process he selects clients with whom he can have a high impact.  Bruce collaborates with his clients to help address their advanced planning needs and help them make smart decisions about their money.

Bruce is currently a member of Morgan Stanley’s Chairman's Council, which honors outstanding performance by Financial Advisors.  He works with professionals within different departments of Morgan Stanley who share their expertise for the benefit of his clients, creating comprehensive personalized wealth management strategies. By helping his clients set clear goals and developing a road-map to tackling challenging wealth management problems, Bruce helps simplify his clients’ financial lives.

Bruce has been with Morgan Stanley and its predecessor firms since 1992 and is committed to leading his clients through difficult markets and complicated wealth management challenges.  Bruce received a Bachelor of Science degree in Finance with a minor in Economics, from The American University in Washington DC.  Bruce resides in Manhasset, New York with his wife Tone and their two sons.

Kimberley Hatchett is a Private Wealth Advisor and Managing Director within Morgan Stanley’s Private Wealth Management Division. Private Wealth Management is an advisory group that provides comprehensive wealth management solutions to individuals, families, foundations and corporations that control significant pools of wealth.

Ms. Hatchett graduated from University of Virginia in 1984, where she earned her BA in Rhetoric and Communications. While at Virginia she competed on the track and field team earning All American in Atlantic Coast Conference and NCAA Championships in the 400 hurdles, high jump and 400 meter relay. Upon graduation, she joined Chase Manhattan Bank, completing Chase’s Global Credit Training Program, and became a middle market loan officer. After five years at Chase, Ms. Hatchett left to attend Harvard Business School where she graduated in 1991. Upon graduation she joined Morgan Stanley’s Private Wealth Management group where she has remained for 31 years.

Ms. Hatchett currently sits on the board of directors for iMentor, a non-profit organization that mentors inner city and underserved high school students in New York City. She has sat on this board for over 20 years and is passionate that every child gets the opportunity to go to college regardless of their circumstances. She also serves on The NYC Police Foundation Board of Directors and The Lower Eastside Girls Club. She has also previously served on the boards of University of Virginia and St. Mary’s Hospital for Children in New York City. She is also a strong advocate against animal cruelty.

Originally from Lawrenceville, NJ, Ms. Hatchett currently resides in New York City with her husband and 20 year old daughter.

Darnell has worked in the financial services industry for more than 45 years, in the business and has been a Financial Advisor at Morgan Stanley since 2009. He works with public and private institutions, businesses, accredited investors, estate trustees, attorneys, and CPAs to help them identify, clarify, and reach their financial aims and those of their constituents. He focuses on U.S. government entities, delivering the Firm's global resources to local, state, and federal governments, and those receiving governmental support, such as agencies, colleges, universities, and hospitals. His team is structured to produce superior service, goal-based financial solutions, appropriate recommendations, and full disclosure while embracing ESG and DEI principles. The Jackson Group serves sectors such as the medical community and nonprofits, collaborating with medical and related healthcare systems, corporations ecclesiastic and educational institutions, the leadership of those organizations, and individuals (ranging from private business owners and entrepreneurs to CEO founders and entertainment luminaries, including Fortune 500 board members with highly concentrated stock positions). Darnell’s team leverages advanced technology and state-of-the-art solutions in their core services of asset and liability management and retirement plan asset management (including defined contribution and defined benefit plans). Since 1993 the Jackson Group, serving as senior book running manager, has been responsible for more than $9.5 billion of public and corporate finance projects in Southeastern Michigan, including the Ford Field Football Stadium, the Metropolitan Detroit Airport, and the Warren Valley Golf Course.

Tony brings a lifetime of experience to his role as a Family Wealth Advisor. For more than 20 years, he has been serving the specialized needs of corporate executives and financially successful families, providing highly customized advice and service through a disciplined investment management process.

Tony began his career at Forester Equity Services. In 1999, he joined Merrill Lynch to work more directly with clients, specifically executives and business leaders. He became a member of the Morgan Stanley family five years later and has been a vital member of the firm ever since. His experience and exceptional relationship management skills enable him to understand the intricate details of each client’s personal wealth. He focuses on what is most important to each family, so he can develop a tailored plan designed to build, preserve and transition wealth.

Tony has always been committed to advanced learning – for himself, his clients and their families. A graduate of Southern University, Tony earned his MBA from the University of Dallas. Over the years, he has earned a number of designations at Morgan Stanley, including Portfolio Management Director, Executive Financial Services Director and Wealth Advisor. These credentials place Tony in an elite category of advisors qualified to serve the sophisticated needs of executives and high net worth families.

Tony’s commitment to his clients is equaled only by his dedication to his family and community. A strong believer in giving back, Tony is a member of Morgan Stanley’s National Diversity and Inclusion Council and is Chair of the Council’s business development subcommittee. He is also an active supporter of Jack and Jill of America, the Boys and Girls Club of America, the Louisiana Philharmonic Orchestra and the Boule Foundation.

Tony currently lives in Plano, Texas with his wife, Kimberly and their two children, Madison and Thatcher. Favorite leisure activities include tennis, golf and skiing.

Paul has dedicated his career to serving the financial needs of Individuals, families, foundations, business owners and corporate executives. His comprehensive approach includes financial/estate planning strategies, liquidity creation, customized strategic solutions and a commitment to building strong client relationships.

Paul earned a Bachelor of Science from Central State University, Wilberforce, Ohio, and also completed the Senior Financial Advisor Program at The Wharton School.

He has received professional honors including the Morgan Stanley President’s Club award, Masters Club Award, National Sales Director’s Award, and has been appointed to serve on Morgan Stanley’s Financial Advisor Council, Diversity Council, and Multicultural Steering Committee. Paul is also a proud member of Morgan Stanley's Access One Alliance, a group of the most experienced and successful African American Advisors at Morgan Stanley.

Over the years, Paul has put significant time and energy into improving the Tulsa community he lives in – particularly with youth development and educational organizations. His leadership abilities have given him the opportunity to serve on the boards of the YMCA of Greater Tulsa, Big Brothers/Big Sisters of Oklahoma, Booker T. Washington High School Foundation for Excellence, Youth Services of Tulsa, the 1st Oklahoma Bank Board of Directors, Tulsa Economic Development Corporation, Omega Psi Phi Fraternity, Inc., Sigma Pi Phi Fraternity, Inc., Tulsa Community College Foundation, Friends of Finance, University of Tulsa and Metropolitan Baptist Church Trustee Board, and others.

Paul is a native of Tulsa and resides there with his wife, Patricia. Paul & Patricia have a son, Paul II and daughter, Paige. He is passionate about travel, particularly with family, and is fan of sports – especially basketball, football, and tennis. Paul enjoys fishing on a quiet morning, and while not yet a pro, he gets out to the golf course whenever he can.

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. 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.

James has always believed in trust, fairness and creating opportunities for success. Growing up, he worked diligently to help turn his family’s awning company into what would eventually become a million-dollar business. Attracted to financial services because of its emphasis on being a trusted advisor, he chose Business as a major during his freshman year in college. He started his career in Goldman Sachs’ fixed income division in 1982.

The metaphor of an awning providing protection was not lost on James. The following year, he joined Merrill Lynch. Over the course of his 26-year career with Merrill Lynch, he held a variety of mid- and senior-level positions – including helping to structure the firm’s first loan to a Chinese company. In his role as a financial advisor, he focused on helping his clients preserve their hard-earned income and better manage the debt on their balance sheets. In 2000, James was promoted to Sales Manager for the Poughkeepsie Complex, with oversight responsibility for more than 300 financial advisors. Today, James is a Global Sports & Entertainment Director, Senior Portfolio Management Director, Senior Investment Management Consultant, and an NFLPA Registered Institutional Financial Advisor.

An ardent believer in continual learning, James has shared his knowledge by mentoring Merrill Lynch trainees and providing TED-like talks on motivation and best practices (e.g., in disciplines such as portfolio management, business development and investment management). From 2000-2010, he conducted guest lectures to upperclassmen in the University of Notre Dame’s School of Engineering. In 2008, James was honored with the Merrill Lynch Diversity Award for outstanding stewardship in the community and financial industry.

In 2000, James combined forces with Rita Gaffney, who was also a highly experienced and credentialed Merrill Lynch financial advisor. Seeking a firm with world-class resources and a commitment to recognizing the changing face of affluence, they joined Morgan Stanley in 2009. The Walker/Gaffney Group now provides comprehensive care to a select client base. Their clients benefit from the Firm’s global resources, extensive capabilities ̶ and equally important ̶ its vision of how diversity and inclusion can benefit everyone.

Through his work on Morgan Stanley’s National Diversity Council, James helps create and execute initiatives that are virtuous circles: opportunities for clients, Financial Advisors and the Firm to succeed. James has been honored with awards for his work on the Council, and holds numerous industry licenses. In recognition of his financial experience, he has received the Firm’s Portfolio Management Director and Senior Investment Management Counselor designations. He is a guest speaker for the Firm’s National Financial Advisor Training Program. In 2018, James was promoted to Resident Manager of the Firm’s office in Poughkeepsie, New York.

Over the last three decades, James has received many accolades for community involvement. He is a strong believer in volunteering with impactful organizations such as the United Way of Dutchess County, Vassar Brothers Medical Center board of trustees, Catherine Street Community Center, the Poughkeepsie Journal, the City of Poughkeepsie Schools Youth Outreach, the Hudson Valley LGBTQ Community Center, and Project Thunder, which provides disadvantaged youth with support systems and life skills that foster academic excellence.

When not volunteering or working to safeguard his clients’ financial futures, he enjoys spending time with his wife Christina and their adult children. James is a wine connoisseur with an extensive collection of vintages, and a member of the Society of Fellows for the Culinary Institute of America. An auto enthusiast and classic car collector as well, James has always appreciated the safety afforded by smart design and precision engineering, much like a well-built awning, or a well-constructed financial plan.

Jesse Walton, Jr. is a Senior Vice President, Financial Advisor, Portfolio Manager and Founder of the Melior Group at Morgan Stanley. He is also a founding member of The Access One Alliance at Morgan Stanley, ten of Morgan Stanley’s most experienced, senior African-American Financial Advisors, who provide the full depth and breadth of Morgan Stanley’s platform to corporations, non-profit organizations, endowments and family office clients.

Jesse was named to Forbes’ ranking of the Best-in-State Wealth Advisors for 2022 and 2023, and Forbes’ Best-In-State Wealth Management Teams for 2023. He was also named to Morgan Stanley’s prestigious Master's Club in 2021, 2022 and 2023, a group of the Firm’s most successful Financial Advisors.

Prior to joining Morgan Stanley in 2005, Jesse began his career as a Financial Advisor in 2000 with Salomon Smith Barney. Since then, he has consistently invested in his education. In 2005, Jesse received an Executive Certificate in Financial Planning from Duke University. He also holds the Certified Investment Management Analyst (CIMA^®) designation, administered by IMCA^® and taught in conjunction with The Wharton School of Business, University of Pennsylvania. Jesse is a Certified Private Wealth Advisor (CPWA^®) designee, administered by IMCA^® and taught in conjunction with The University of Chicago Booth School of Business. Furthermore, Jesse holds FINRA License; Series 7, 63, 65 and 31 and is a licensed insurance agent with licenses in the following: Life, Disability Variable Life, and Variable Annuity.

Jesse is dedicated to promoting diverse work environments and to mentoring financial advisors and all young professionals. He is a member of the Morgan Stanley National Diversity and Inclusion Alumni Council. He is also involved in his local Atlanta community where he is a member of The 100 Black Men of Atlanta – Atlanta Chapter.

An alumnus of Howard University, Jesse received his B.BA in International Business and his M.S.E degree from Georgia State University. He and his wife, Angela, reside in Marietta, GA, along with their sons, Bryce and Duke. Both Jesse and Angela are active members of St. James United Methodist Church in Alpharetta, GA where they have served as leaders of the Marriage Ministry. Jesse also served as the St. James UMC Finance Chairperson from 2008-2011.

Disclaimers:
Access One Alliance is a sophisticated network of diverse Morgan Stanley Wealth Management Financial Advisors and/or Private Wealth Advisors (“Advisors”) who through the formation of an alliance have come together to combine their talents, experiences and skills in serving the financial needs of clients while promoting greater diversity and inclusion among Advisors. Morgan Stanley Wealth Management Advisors can conduct their business in several ways: individually, as a member of a team of Advisors, or through the formation of a Strategic Partnership with another Advisor or team of Advisors or through an alliance with an individual or a team of Advisors. A Strategic Partnership is an arrangement between an Advisor or a team of Advisors with another Advisor or team of Advisors that has a unique focus or knowledge regarding a specific business concentration, product area and/or client type. If your account is with an individual Advisor, that Advisor services all facets of your account. If your account is with an Advisor who is a member of a team, any Advisor on the team can service your account. If your Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship. Morgan Stanley Wealth Management does not discriminate on the basis of any protected status, and welcomes all clients.

Forbes Best-In-State Wealth Advisors. Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21. Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Forbes Best-In-State Wealth. Source: Forbes (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 9/30/21 - 9/30/22.

For over 41 years, Constance has been assisting clients with their lending, investment, and financial services. Constance has been at Morgan Stanley since 2000. She is a magna cum laude graduate of Fayetteville State University, earning her BS degree in Business Administration. Constance has also earned the designations of Investment Management Consultant, Financial Planning Specialist. She is series 7, 63, 66, and 31 securities licensed and is (life, health, accident, variable life and variable annuity) insurance licensed. She is also a member of the National Association of Securities Professionals and Investment Management Consultants Association, Inc.

Constance has earned the designation of Certified Investment Management Analyst℠ CIMA^®. The CIMA^® designation is delivered by the Investments and Wealth Institute (IWI). This advanced graduate level investment consulting course is sponsored by IWI and taught in conjunction with The Wharton School of University of Pennsylvania. She also successfully completed the Endowments and Foundations Consulting Course at the Investments Wealth Institute. This investment consulting course sponsored by (IWI) teaches advanced methods for institutional investment consulting for endowment and foundation clients.

In her practice, Constance focuses on wealth management strategies of accumulation, preservation and transfer needs of successful individuals and institutions. Her clientele consists of individuals, foundations, endowments, profit and non-profit corporations. She is passionate about providing professional wealth management advice with integrity to help her clients reach their financial goals.

Constance is a community activist who is constantly seeking ways to give back to her community. She helps improve her community through her involvement with the 30901 Development Corporation, CSRA Youth Classic, The Lucy Laney Museum, and the Delta House. She also conducts community Finance and Investing workshops and seminars. She has taught “How to Finance a Home” at Augusta University. She has been a professional presenter at numerous financial and investments forums, including NAFEO’s (National Association for Equal Opportunity in Higher Education) 30th “National Leadership Summit to Develop an Agenda on Blacks in Higher Education” and the HBCU (Historically Black Colleges and Universities) Title III Administrators “Project Directors Technical Assistance Workshop.” She has been a visiting Corporate Executive at Augusta University, Paine College Upward Bound, George P. Butler High School, Murphy Middle School, and the National Urban League’s Black Executive Exchange Program (BEEP). Her past board memberships have included the Republican Conference HBCU Initiative, The Augusta Cancer Center Development Initiative, CSRA Business League, and George P. Butler High School Work Based Learning Advisory Board.

Constance has written Finance and Investment columns for various magazines and publications.