Morgan Stanley Private Wealth Management
Andrew Jones
Senior Vice President, Private Wealth Management,
Private Wealth Advisor,
Lending Specialist,
Alternative Investments Director
Direct:
(208) 720-4411(208) 720-4411
My Mission Statement
A boutique group within a global firm, Private Wealth Management is dedicated to the complex, multigenerational needs of ultra-high net worth families, foundations and family offices.
My Story and Services
Our team at Morgan Stanley Private Wealth Management focuses on providing ultra-high net worth clients with customized strategies to help address their complex investing and planning needs.
We serve a diverse group of exceptional clientele located across the country. We advise entrepreneurs and founders before and after liquidity events, highly accomplished venture capital and private equity partners, corporate executives and others who have succeeded in business or inherited wealth.
Grounded in 25 years of experience, we understand that every family is unique. We have created a boutique practice with access to family office resources designed to help address the unique needs of our clients and provide strategies for the many complexities that can accompany significant wealth.
Our approach is guided by the following principles:
• Help clients seek to preserve and grow wealth with a focus on risk management strategies .
• Help clients evaluate potential tax-aware strategies, where appropriate.
• A focus on responsiveness and timely execution
• The power of listening and collaboration - valuing client input and working seamlessly with their existing team of advisors.
• Support legacy and charitable planning goals.
• Alignment of interests -act in our clients' best interests and maintain a client-first approach
Combining our investment and planning experience with Morgan Stanley’s global resources, thought leadership and investment platform, we are well positioned to support our clients and their families across generations.
We look forward to discussing your unique needs and how we can be helpful.
My Background:
Andy Jones, a Private Wealth Advisor, has worked in the investment management industry since 2000. Originally from New Jersey, Andy earned a B.A. in Economics from Williams College in 2000, while playing on the varsity football and lacrosse teams. Prior to joining Morgan Stanley Private Wealth Management in 2015, Andy served as a Vice President in Credit Suisse’s US Private Banking Division and began his career with Sanford C. Bernstein & Company in 2000, where he held client advisory and management roles in New York City and San Diego for ten-years.
We serve a diverse group of exceptional clientele located across the country. We advise entrepreneurs and founders before and after liquidity events, highly accomplished venture capital and private equity partners, corporate executives and others who have succeeded in business or inherited wealth.
Grounded in 25 years of experience, we understand that every family is unique. We have created a boutique practice with access to family office resources designed to help address the unique needs of our clients and provide strategies for the many complexities that can accompany significant wealth.
Our approach is guided by the following principles:
• Help clients seek to preserve and grow wealth with a focus on risk management strategies .
• Help clients evaluate potential tax-aware strategies, where appropriate.
• A focus on responsiveness and timely execution
• The power of listening and collaboration - valuing client input and working seamlessly with their existing team of advisors.
• Support legacy and charitable planning goals.
• Alignment of interests -act in our clients' best interests and maintain a client-first approach
Combining our investment and planning experience with Morgan Stanley’s global resources, thought leadership and investment platform, we are well positioned to support our clients and their families across generations.
We look forward to discussing your unique needs and how we can be helpful.
My Background:
Andy Jones, a Private Wealth Advisor, has worked in the investment management industry since 2000. Originally from New Jersey, Andy earned a B.A. in Economics from Williams College in 2000, while playing on the varsity football and lacrosse teams. Prior to joining Morgan Stanley Private Wealth Management in 2015, Andy served as a Vice President in Credit Suisse’s US Private Banking Division and began his career with Sanford C. Bernstein & Company in 2000, where he held client advisory and management roles in New York City and San Diego for ten-years.
Capabilities
Securities Agent: ID, DE, NV, HI, CO, NJ, NC, MT, MN, CA, NY, IL, FL, AZ, VA, MA, GA, TN, SC, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1514380
NMLS#: 1514380
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 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- 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, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and 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.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Investor Resources
Family Office Resources Fact Sheet
Family Office Resources delivers comprehensive solutions across a broad range of complex, multigenerational wealth management issues by providing ultra-high net worth clients with specialized knowledge, experience, tools and networking events. The team is comprised of 60+ experienced professionals who work with your Financial Advisor team to best serve you and your family.
Click hereFamily Office Resources (FOR)
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth Financial Advisors and clients across a broad range of family wealth management issues.
Watch hereMorgan Stanley Private Wealth Management: Business Owners
Morgan Stanley Private Wealth Management provides comprehensive support for business owners throughout the monetization process, from assessing readiness to post-liquidity planning. Key services include assembling a multidisciplinary advisory team, goals-based financial planning, estate planning, and various wealth management strategies. Resources span trust services, philanthropy management, and investment management, tailored to ultra-high-net-worth clients. The process emphasizes tax efficiency, wealth transfer, and maintaining lifestyle post-sale, supported by a network of experienced professionals including Private Wealth Advisors, CPAs, and attorneys.
Click hereExiting Your Business
Exiting a business requires careful planning of personal and financial factors, with early preparation being crucial for success. Morgan Stanley offers solutions to help business owners organize transitions, provide ongoing support, and manage post-sale complexities. The document dispels myths, such as losing control with ownership transfer, and outlines the three stages of succession planning: pre-planning, sale/transfer, and post-sale engagement. With my experience and knowledge of the nuances of Qualified Small Business Stock (QSBS), I can help navigate potential tax advantages during the sale.
Click hereQualified Small Business Stock (QSBS)
The beneficial tax treatment of Qualified Small Business Stock (“QSBS”) under the Internal Revenue Code allows shareholders to exclude from income a portion of capital gains on the sale of their interest in qualifying business entities.
Click herePrivate Markets Brochure
Morgan Stanley Private Markets offers extensive opportunities for clients to engage in the private markets, providing access to a broad array of private market solutions, including co-investments and direct investments.
Click hereLeading Private Shares Platform EquityZen | Morgan Stanley
Morgan Stanley announced plans to acquire EquityZen, a leading private shares marketplace. This exciting acquisition will expand investing access to our Morgan Stanley Wealth Management clients and will offer additional liquidity options for our Morgan Stanley at Work clients and participants.
Click hereAlternative Investments at Morgan Stanley
Expand your investment universe with a suite of compelling alternative strategies from a global leader. As a pioneer and innovator in the industry, Morgan Stanley offers eligible investors access to an unmatched platform of alternative investments, built on our Firm’s expertise, unique network and unwavering commitment to our clients.
Watch hereLocation
101 S Capitol Blvd
Ste 401
Boise, ID 83702
US
Direct:
(208) 720-4411(208) 720-4411
1999 Avenue of the Stars
Los Angeles, CA 90067
US
Wealth Management
Global Investment Office
Portfolio Insights
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
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.
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Morgan 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.
2Morgan 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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
2Morgan 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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
CRC 4677197 (7/2025)
