About Us

In today’s fast-paced and tumultuous world, few people have the time or resources necessary to effectively manage their own investments - whether it involves researching bond calls, reviewing company earnings projections, or tracking equity relative strength performance. As your Comprehensive Wealth Management Team, we are dedicated to helping clients build, grow, distribute & preserve their wealth through our acute & tactical portfolio management strategies. In today’s increasingly dynamic and complicated markets – our disciplined investment process is designed to withstand the ever changing market conditions that can impact your financial goals. We seek to provide our clients a living wealth management plan that offers them the ability to take care of themselves, provide for their families, and have an impact in their charitable passions.  We believe the market produces the material goods necessary to allow people to do the higher things in life.
Securities Agent: NC, WI, WA, VA, TX, TN, SC, OH, NY, NJ, NH, ND, MN, MI, ME, MD, MA, KY, KS, IA, HI, GA, FL, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Education

  • University of North Carolina Charlotte NC BA in Business Adminstration
  • Univerisy of North Carolina, Charlotte NC. Master in Business Administration concentrating in Finance

Personal Interests

My family and I live in Union County NC.  We have cooked and served dinner at the Union County Community Shelter for the past 20 years.   I enjoy knife making and I am a member of the NC Custom Knife Makers Guild.  I also like to fish and hunt.  I have been a member of Central Church of God in Charlotte since 2001.  I am also a lifetime member of the NRA.

    Experience

    I started helping clients manage their money in 1986 with a small regional firm named J. C. Bradford and Co.  I left the firm in 1988 and joined Morgan Stanley and it's predecessor where I been ever since.  I have 31 years experience in the industry and 29 years with Morgan Stanley.  I currently am a Senior Vice President for the firm and a Portfolio Management Director.

      Client Service Team

      • Amanda Davis
      • Johnna Prudhomme

      Location

      6101 Carnegie Blvd
      Charlotte, NC 28220
      US
      Direct:
      (704) 571-3257(704) 571-3257
      Toll-Free:
      (800) 766-3770(800) 766-3770
      Fax:
      (704) 571-3300(704) 571-3300

      Investment and Market Perspectives

      On the Markets

      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
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      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
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

      More from Morgan Stanley

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      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and Justin Rose: A Winning Team

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      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Ready to start a conversation? Contact Tony Prudhomme today.
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