Morgan Stanley Private Wealth Management
Adrienne Iglehart
Private Wealth Advisor
Direct:
(415) 576-8764(415) 576-8764
My Mission Statement
My mission is to help individuals and families with significant wealth responsibly grow and protect their financial well-being through thoughtful strategies and collaborative guidance. By focusing on prudent, tax-aware investing, I aim to align financial decisions with personal values to achieve sustainable growth, lasting success, and a meaningful legacy.
My Story and Services
Adrienne Iglehart is an experienced wealth advisor specializing in helping affluent individuals and families preserve, transfer, and grow wealth while holistically managing their financial lives. With a focus on investments and wealth management, Adrienne collaborates with a network of trusted advisors to align financial strategies with personal and family aspirations.
Adrienne’s goal is to simplify financial complexities and enhance client well-being. She helps clients navigate financial management, improve communication, and foster personal and family harmony, creating a foundation for lasting success and a meaningful legacy.
What sets Adrienne apart is her unique combination of expertise gained through five years as a derivatives trader at UBS and leadership roles in wealth management at prominent firms like Wilmington Trust and Merrill Lynch. This background enables her to address complex financial needs with a holistic, strategic approach.
A graduate of Cornell University with a BA in Economics, Adrienne is dedicated to staying at the forefront of family wealth strategies. She actively participates in organizations like the Collaboration for Family Flourishing and Purposeful Planning Institute, addressing both financial and interpersonal aspects of wealth.
By integrating her extensive experience, trusted network, and client-focused approach, Adrienne transforms financial complexity into clarity and purpose, empowering her clients for long-term well-being.
Adrienne’s goal is to simplify financial complexities and enhance client well-being. She helps clients navigate financial management, improve communication, and foster personal and family harmony, creating a foundation for lasting success and a meaningful legacy.
What sets Adrienne apart is her unique combination of expertise gained through five years as a derivatives trader at UBS and leadership roles in wealth management at prominent firms like Wilmington Trust and Merrill Lynch. This background enables her to address complex financial needs with a holistic, strategic approach.
A graduate of Cornell University with a BA in Economics, Adrienne is dedicated to staying at the forefront of family wealth strategies. She actively participates in organizations like the Collaboration for Family Flourishing and Purposeful Planning Institute, addressing both financial and interpersonal aspects of wealth.
By integrating her extensive experience, trusted network, and client-focused approach, Adrienne transforms financial complexity into clarity and purpose, empowering her clients for long-term well-being.
Securities Agent: VI, AL, OR, AZ, WV, WA, NJ, GA, FL, TX, NY, SD, OK, NH, MN, MA, KS, AK, OH, NE, MS, IA, CA, TN, PA, NV, MD, IL, DE, CT, CO, UT, RI, MT, MI, LA, ID, VT, PR, NC, IN, WY, VA, ND, MO, WI, SC, NM, ME, KY, HI, DC, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 557630
NMLS#: 557630
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
My Clients
I provide comprehensive wealth management services to high-net-worth clients who are individuals and families with multi-generational wealth, corporate executives and entrepreneurs, all tailored to meet their unique goals and needs. I also specialize in supporting women as they navigate wealth and address the unique challenges they face, providing strategies that align with their financial priorities and aspirations.
High Net Worth Individuals and Families
I work with high-net worth individuals and families to provide comprehensive wealth management services, tailored to meet their unique goals. We help families to grow capital in a prudent, tax-aware manner. We also help them navigate wealth by fostering open communication in family meetings, financial education, and guiding discussions to identify and share values around wealth. We align financial strategies with the financial aspirations of the family, creating a foundation for harmony and a lasting legacy.
Business Owners
I provide specialized guidance on the financial aspects of running a successful business, addressing both sides of the balance sheet. This includes tax planning, employee benefits and succession planning, all tailored to support the unique needs and goals of business owners.
Pre & Post-Retirees
Whether you're planning for retirement, transitioning your savings into income during retirement, or are seeking to make your nest egg last, the sound financial plan we create together will be the foundation for your retirement security.
Women and Wealth
Through partnership, financial education, and insights, Morgan Stanley is committed to supporting women as they reach new heights in their careers, wealth planning, and communities.
How I Can HelpHELPING ACHIEVE YOUR DEFINITION OF SUCCESS
As your life stage changes, so do your goals – our platform is designed to help you develop a flexible strategy to address these changing demands.
Financial Planning
I help clients align resources with goals, empowering them to plan, invest, retire, and share wealth confidently.
Next-Generation
I provide and connect clients with resources to empower the younger generations to manage wealth with competence and confidence.
Wealth Preservation
Prudent wealth management designed to preserve and grow your financial capital, to maximize its positive impact.
Tax Aware Investing
Taxes can act as a significant drag on your investment, and tax-aware investing can significantly improve your after-tax returns. Total Tax 365 offers a full spectrum of tax-efficient solutions to help mitigate the impact of taxes on your portfolio.
Estate Planning
We provide services to aid in the creation of estate plans that preserve your values and assets for those you care about most.
Family Meetings
Communication is key to family success. We facilitate meaningful conversations about wealth, fostering understanding, trust, and alignment across generations.
EVERYTHING YOU NEED, ALL IN ONE PLACE
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Morgan Stanley Online
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you’ll benefit from more informed wealth planning, secure data access and convenient connectivity.
Total Wealth View
Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
Digital Vault
Morgan Stanley Mobile App
Securely access your Morgan Stanley account–from virtually anywhere.
Morgan Stanley Mobile AppLocation
555 California Street, 14th
Fl
San Francisco, CA 94104
US
Direct:
(415) 576-8764(415) 576-8764
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 4237142 (02/2025)
