
Adrienne Iglehart

My Mission Statement
My Story and Services
Who I Am:
Adrienne Iglehart is a seasoned wealth advisor with over two decades of experience helping affluent individuals and families navigate the complexities of wealth preservation, growth, and intergenerational transfer. With a deep understanding of capital markets and family dynamics, she brings a comprehensive and thoughtful approach to wealth management that aligns financial strategy with personal values and legacy goals.
Adrienne began her career on the derivatives trading floor at UBS in New York, gaining firsthand insight into global markets. She later held senior roles in investment advisory and trust companies, where she deepened her expertise in multigenerational planning, estate strategies, and tax-aware investment management. Her work spans both institutional rigor and the nuanced interpersonal dynamics that define family wealth decisions.
A graduate of Cornell University with a degree in Economics, Adrienne is committed to staying at the forefront of family wealth strategy. She collaborates closely with a trusted network of attorneys, accountants, and advisors to deliver integrated solutions across investment management, estate planning, charitable giving, and legacy design.
Adrienne actively participates in organizations focused on the intersection of financial and personal well-being, including the Collaboration for Family Flourishing and the Purposeful Planning Institute. She is known for her ability to guide families through complex decision-making with clarity, warmth, and strategic insight.
My Perspective and Philosophy:
As your Private Wealth Advisor, my goal is to help make all aspects of your financial life work together in service of your goals. I view my role not simply as a financial strategist, but as a long-term partner—someone who brings expertise, perspective, and a deep understanding of both financial systems and human priorities.
I work with a select group of individuals and families, each with their own unique aspirations, challenges, and values. Through an ongoing partnership, we address everything from investment strategy and tax-efficient wealth transfer to family education, legacy planning, and timing of key decisions. My process is deeply collaborative, designed to support clarity, cohesion, and confidence in decision-making across generations.
Wealth preservation and growth require more than technical skill—they require wisdom, intention, and relationship. I am committed to helping you steward your wealth in a way that honors what matters most to you, supports your family's well-being, and creates a foundation for lasting impact.
NMLS#: 557630
About PWM
- 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
- 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
Location
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Private Wealth Management Podcast
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
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.
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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.
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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