Senior Vice President, Financial Advisor, Workplace Advisor – Equity Compensation, Alternative Investments Director, Senior Investment Management Consultant, Portfolio Management Director
Phone:
(248) 258-1757(248) 258-1757
Birmingham Wealth Management at Morgan Stanley
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
We have a team of seasoned professionals to help you with your goals. We believe that working as a team not only provides you with access to a broad array of solutions, but it also helps to ensure that you will benefit from the highest levels of service. While each of our Group members offers unique perspectives and complementary skills, we also share a commitment to responding to your investment needs promptly, professionally, and thoroughly. Our goal is to earn your confidence not only through the quality of investment solutions we present to you, but also through the excellence with which we deliver them.
Our Core Values
- Honesty & Integrity: We conduct our business with honesty and integrity. We say what we mean, we match our behaviors to our words and we follow through on our commitments.
- Unbiased Financial Advice: Our investment recommendations are based solely on the best interests of our clients.
- Comprehensive Problem-Solving: We see through the eyes of those whose lives we affect, identifying unmet needs and addressing them promptly. Our solutions help our clients draw important insights, take appropriate risks and arrive at workable results.
- World-Class Client Service: We strive to create an environment that provides clients with excellent service and a memorable experience during each interaction with our team.
- Teamwork: We work as a team. We believe that succeeding as a group is just as important as succeeding independently. We are supportive of one another’s efforts, and we care for one another both personally and professionally.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Helpful Resources for You
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
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Planning for Retirement
While saving for a retirement is an important topic, it’s at least as important as what comes next: Your plan of action once you enter retirement.
Learn more about Planning for Retirement
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn more about Total Wealth View
Financial Literacy
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life.
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Digital Vault
Digital Vault allows you to easily manage and share your important documents. All files are scanned for viruses and malware, and are encrypted while transferred and stored. Access is limited to you and anyone you designate.
Learn more about Digital Vault
Education Planning
Paying for college has become a major life expense that requires smart planning. Morgan Stanley offers a suite of education savings products that can help you achieve your goals.
Learn more about Education PlanningHow We Work With You
Because no two people are alike, your investment portfolio should be tailored to reflect your personal values and objectives. The Birmingham Wealth Management Group is dedicated to customizing each portfolio in order to help you achieve your individual goals, balancing your comfort for risk or volatility with your desire for return. Specifically, you can count on our team of professionals to work closely with you in the following manner:
Discovery
Before we make specific recommendations, we take the time to understand who you are as a person, as well as an investor, and what you really hope to achieve for yourself and your family. That means an in-depth discussion that takes into account every facet of your financial life:
• What are your cash flow needs now and in the future?
• What is your risk tolerance and investment
• perspective?
• How do you define volatility and when does it
• become a risk to you?
• When do you want to retire?
• What is your exit plan for yourself and your
• succession plan for your business?
• What do you envision as your life after your
• career or business?
• What legacy do you want to leave and to whom
do you want to leave it?
• What are your cash flow needs now and in the future?
• What is your risk tolerance and investment
• perspective?
• How do you define volatility and when does it
• become a risk to you?
• When do you want to retire?
• What is your exit plan for yourself and your
• succession plan for your business?
• What do you envision as your life after your
• career or business?
• What legacy do you want to leave and to whom
do you want to leave it?
Formulation
We analyze your input and develop a wealth management
plan that contains specific recommendations designed to help meet the objectives you’ve established. Armed with the clarity of your intentions, values and goals, our team draws on a broad variety of asset classes and investments to establish an allocation strategy. Recommendations may encompass such varied disciplines as risk management, business continuation, management of concentrated stock positions, tax minimization strategies and wealth transfer. Importantly, your plan contains a customized asset allocation based on your total finances, including accounts held at other firms.
• Aligned with your values
• Tailored to your goals
• Customized for your needs
• Designed to fit your time horizon and risk tolerance
plan that contains specific recommendations designed to help meet the objectives you’ve established. Armed with the clarity of your intentions, values and goals, our team draws on a broad variety of asset classes and investments to establish an allocation strategy. Recommendations may encompass such varied disciplines as risk management, business continuation, management of concentrated stock positions, tax minimization strategies and wealth transfer. Importantly, your plan contains a customized asset allocation based on your total finances, including accounts held at other firms.
• Aligned with your values
• Tailored to your goals
• Customized for your needs
• Designed to fit your time horizon and risk tolerance
Evaluation
As you would expect, we believe that continual communication is a vital component of our business. Our portfolio management involves constant monitoring of your portfolio and—when advantageous—rebalancing.
We strive to keep abreast of your changing financial needs and provide viable solutions to meet them. In turn, we keep you informed about changing markets, our outlook and how your portfolio might be affected. We communicate frequently with you to ensure nothing is missed.
We strive to keep abreast of your changing financial needs and provide viable solutions to meet them. In turn, we keep you informed about changing markets, our outlook and how your portfolio might be affected. We communicate frequently with you to ensure nothing is missed.
Plan Implementation
After developing your plan, we work closely with you to
bring it to life. This may involve meeting with your personal accountant, trusted attorney or other professional advisors.
It may also encompass constructing your portfolio with large-cap equities, bonds, mutual funds or structured investments,
depending on your tax situation and needs for income or
growth. Our ongoing portfolio management is offered on a discretionary or advisory basis.
bring it to life. This may involve meeting with your personal accountant, trusted attorney or other professional advisors.
It may also encompass constructing your portfolio with large-cap equities, bonds, mutual funds or structured investments,
depending on your tax situation and needs for income or
growth. Our ongoing portfolio management is offered on a discretionary or advisory basis.
Deep Dive Into Planning
Selected just for you, our team has assembled a few financial tools that speak to our wealth management and financial planning philosophies. See below for some easy links to access a few services that we and Morgan Stanley are pleased to provide you. We hope you will return often to learn more about topics that impact your wealth on a daily basis.
LifeView Financial Goal Analysis and Financial Plan
Leveraging our vast resources, including intellectual
capital, experience and dedicated service, we can work
with you to create a personalized wealth strategy. Over
time, we will adapt it to changing circumstances, helping you to achieve your goals and protect what is meaningful to you.
Get Started Todaycapital, experience and dedicated service, we can work
with you to create a personalized wealth strategy. Over
time, we will adapt it to changing circumstances, helping you to achieve your goals and protect what is meaningful to you.
Total Wealth View
View all of 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.
Learn More
Portfolio Risk Platform
The Portfolio Risk Platform leverages Aladdin, Blackrock's state-of-the-art risk engine used by many of the world's largest institutional asset managers. This unique risk management solution provides sophisticated risk analytics and a view of risk and returns across your portfolios held at Morgan Stanley and at other financial institutions. The Portfolio Risk Platform seeks to help you understand risk across all of your investment holdings, both at Morgan Stanley and at other financial institutions.
Learn More
Wealth Management Insights
At the Birmingham Wealth Management Group at Morgan Stanley. our goal is to help our clients meet their needs at every stage of life. We will work closely with you to understand your goals and aspirations, parlaying that into a detailed and tailored plan that makes sense for not just today, but the future as well.
Get Ahead TodayHow We Protect Our Clients
As the threat of cybercrime intensifies, your digital safety has never been more critical. In today's digital world, it is important to ensure that you are taking the correct steps when accessing your information online. Consider some of the following resources to bolster your cyber defenses. as well as explore investment opportunities in the fast-growing cybersecurity sector.
Online Security Center
Safeguarding your assets and personal information is very important, especially in today's digital world. Learn about our security measures and use our resources and ideas to help protect yourself and your loves ones while online.
Access Online Security CenterProtect Your Smart Devices
Smart devices provide convenience and efficiency, but they also present security risks. Learn how to enjoy the benefits of this technology without compromising your security.
Learn MoreCybersecurity Brochure
While Morgan Stanley takes great care to help secure our clients’ information, you also have an important role to play. Fraudsters are constantly inventing new ways to trick people into disclosing personal information, which can lead to identity theft.
That’s why you need to be on high alert and aware of common fraud schemes you may encounter. Please take a look at our Cybersecurity Brochure to learn more.
Learn MoreThat’s why you need to be on high alert and aware of common fraud schemes you may encounter. Please take a look at our Cybersecurity Brochure to learn more.
Location
34901 Woodward Ave
Ste 300
Birmingham, MI 48009
US
Direct:
(248) 258-0258(248) 258-0258
Meet Birmingham Wealth Management
Vice President, Financial Advisor, Workplace Advisor - Equity Compensation, Senior Portfolio Manager
Phone:
(248) 593-7544(248) 593-7544
Executive Director, Financial Advisor, Senior Portfolio Management Director, Family Wealth Director, Lending Specialist, Workplace Advisor - Equity Compensation
Phone:
(248) 258-1786(248) 258-1786
Senior Vice President, Financial Advisor, Family Wealth Director, Workplace Advisor – Equity Compensation, Lending Specialist
Phone:
(248) 258-0258(248) 258-0258
Phone:
(248) 258-6162(248) 258-6162
Financial Advisor, Associate Vice President, CHARTERED RETIREMENT PLANS SPECIALIST, Workplace Advisor - Equity Compensation
Phone:
(248) 258-1697(248) 258-1697
Phone:
(248) 258-2783(248) 258-2783
Senior Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(248) 430-2521(248) 430-2521
Phone:
(248) 430-2513(248) 430-2513
Amber Atkins
Director of Business Strategy
Phone:
(248) 258-1783(248) 258-1783
Tanisha Farmer
Assistant Vice President, Group Director
Phone:
(248) 258-6146(248) 258-6146
Dana DiVergilio
Wealth Management Associate
Phone:
(248) 593-7543(248) 593-7543
Jasmine Patel
Registered Client Service Associate
Phone:
(248) 988-2381(248) 988-2381
Kimberly Kaufman
Client Service Associate
Phone:
(248) 258-0507(248) 258-0507
Julian Bueno, CIMA®
Registered CSA
Phone:
(248) 430-2503(248) 430-2503
About David Runyon
As Senior Vice President of The Birmingham Wealth Management Group, David Runyon creates customized strategies to help meet clients’ needs. David has worked in portfolio management for over a decade. In that role, he develops personalized investment strategies that are designed to balance risk versus reward. This is achieved once the team has a clear understanding of the client’s risk tolerance, goals and investment time frame. David attended Cranbrook School in Michigan and graduated with a B.A. from Michigan State with a concentration in Finance. David entered the industry as a Trust Officer shortly after graduating from college. He worked at JP Morgan Chase while in graduate school and received his MBA from the University of Michigan’s Ross School of Business in Ann Arbor. David currently volunteers as coach for the girls basketball and softball team at St. Hugo of the Hills Catholic School. He is a former member of the board of governors at Cranbrook School. He is also the former assistant head coach of ice hockey and ex-president of the Cranbrook alumni association. David is married and has three young daughters
Securities Agent: NJ, AZ, WI, NC, MT, MN, UT, AL, NH, MD, KY, VT, TN, OR, IN, ID, CO, WY, MA, CA, OH, MO, DC, LA, IL, NV, GA, FL, WA, VA, TX, SC, NY, MI, ME, KS, DE, CT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282368
NMLS#: 1282368
About Richard Gorman
Richard Gorman, Chartered Financial Analyst (CFA®), joined Morgan Stanley in April 2010. Prior to joining the firm, he spent three years building a retail operation in Rochester Hills, Michigan. Previously, he spent 10 years working for several large banks as a Senior Portfolio Manager. As a portfolio manager, he has worked with clients to develop investment strategies and actively managed all aspects of the investment decision process. Rich holds an MSA from Walsh College and a B.A. from Western Michigan University, and he received his CFA® designation in 2001. He was an adjunct professor at Rochester College, Rochester Hills, Michigan. Richard holds Series 7, 66, 31, and Michigan Accident, Health, Life and Variable Insurance licenses. Rich is a current member of the CFA Institute and the CFA Society of Detroit. Rich resides in Oakland Township with his wife and
two daughters
two daughters
Securities Agent: OR, NY, WI, KS, MN, MA, IL, AL, WY, UT, TX, MI, LA, ID, GA, CA, WA, VT, NH, KY, IN, CT, AZ, OH, NJ, NC, MD, FL, DE, MT, MO, VA, NV, ME, DC, CO, TN, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1297933
NMLS#: 1297933
About Tabb Wile
As Executive Director of The Birmingham Wealth Management Group, Tabb M. Wile acts as the Chief Investment Officer for the Group. In this capacity, he focuses on creating customized investment portfolios predominantly for high net worth individuals and families. Through his experience, Tabb also carries the highly prestigious designation of Senior Portfolio Management Director at Morgan Stanley, a title that reflects his ability to develop personalized investment strategies at the highest level of discretionary accounts. Tabb has also earned Morgan Stanley’s Family Wealth Director designation, given to only a few who have demonstrated the ability to work with families on complex financial planning and investment solutions.
After receiving a degree in investment finance from Indiana University of Pennsylvania, Tabb went directly into investment management. He spent one year in the Master Trust unit at Manufacturers National Bank of Detroit before moving into portfolio management in 1985. He has been managing client
portfolios ever since. In 1991, Tabb joined Beacon Investment Company in Ann Arbor, where he was a partner and an Investment Committee member, focusing on technology, health care and portfolio construction. In 2001, Bank One recruited him as a Senior Investment Specialist. After the merger with J.P. Morgan, Tabb was named a Managing Director, overseeing all investment strategies throughout Michigan. A portfolio manager for over 30 years, Tabb and the team rely on a wide variety of independent research to construct different portfolio models and then tailor them to individual clients. Working with his team, Tabb helps clients define their objectives, such as liquidity needs, cash flow, income requirements, risk profile and return objectives, and then matches them with the best resources available.
For many clients, these solutions range from stocks, bonds and mutual funds to more complex hedging strategies that may include options and structured investments. Tabb’s spare time revolves around his children and various youth sport activities. He has coached soccer and basketball as well as track and field
teams in the Birmingham area. Inspired by these relationships, he has become an avid supporter of inner-city youth programs such as Boys Hope and the Motor City Track Club. Tabb is an avid supporter of cancer research and is very active in community events, including programs at Brother Rice, Marian and St. Regis schools.
After receiving a degree in investment finance from Indiana University of Pennsylvania, Tabb went directly into investment management. He spent one year in the Master Trust unit at Manufacturers National Bank of Detroit before moving into portfolio management in 1985. He has been managing client
portfolios ever since. In 1991, Tabb joined Beacon Investment Company in Ann Arbor, where he was a partner and an Investment Committee member, focusing on technology, health care and portfolio construction. In 2001, Bank One recruited him as a Senior Investment Specialist. After the merger with J.P. Morgan, Tabb was named a Managing Director, overseeing all investment strategies throughout Michigan. A portfolio manager for over 30 years, Tabb and the team rely on a wide variety of independent research to construct different portfolio models and then tailor them to individual clients. Working with his team, Tabb helps clients define their objectives, such as liquidity needs, cash flow, income requirements, risk profile and return objectives, and then matches them with the best resources available.
For many clients, these solutions range from stocks, bonds and mutual funds to more complex hedging strategies that may include options and structured investments. Tabb’s spare time revolves around his children and various youth sport activities. He has coached soccer and basketball as well as track and field
teams in the Birmingham area. Inspired by these relationships, he has become an avid supporter of inner-city youth programs such as Boys Hope and the Motor City Track Club. Tabb is an avid supporter of cancer research and is very active in community events, including programs at Brother Rice, Marian and St. Regis schools.
Securities Agent: NJ, NV, NY, OH, OR, SC, TN, TX, UT, VA, VT, WA, WI, WY, NH, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, AK, KS, IN, IL, ID, GA, FL, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1282558
NMLS#: 1282558
About David Clark
As Senior Vice President of the Birmingham Wealth Management Group, David plays a key role in overseeing management of all client relationships. For over 30 years, he has listened closely to the needs of each client, working with attorneys, doctors, small businesses, multigenerational families and individuals in transition to help them plan, protect, and grow their wealth.
David earned a B.S. degree from Oakland University and began his career as a banker with National Bank of Detroit, which merged with Bank One and ultimately was acquired by JP Morgan Chase. David became a Wealth Manager in the Private Banking Group in 1987, when he began working towards acquiring his Certified Financial Planning designation (CFP®).
As a Financial Planner, David knows that the financial needs of clients don't stay the same throughout life. Different needs assume greater importance as one grows older and, as such, one's investment portfolio should also change. Through an extensive discovery process, David uncovers and clarifies his clients' goals, helps clients prioritize their concerns, and provides a unique plan to help them achieve their dreams.
David is also a Family Wealth Director (FWD), a designation held by less than 3% of all Financial Advisors at Morgan Stanley as of August 2017. Family Wealth Directors complete a rigorous accreditation program focused on skills required for comprehensive wealth management across a range of disciplines important to individuals with substantial assets.
David works hard at making an impersonal world very personal. He derives great pleasure in dedicating time and effort to his clients, while remaining involved in the community. Over the years, David has been active with young people, whether it’s coaching youth basketball or Little League teams, or leading church youth groups. He is married with two grown children and is an avid golfer.
David earned a B.S. degree from Oakland University and began his career as a banker with National Bank of Detroit, which merged with Bank One and ultimately was acquired by JP Morgan Chase. David became a Wealth Manager in the Private Banking Group in 1987, when he began working towards acquiring his Certified Financial Planning designation (CFP®).
As a Financial Planner, David knows that the financial needs of clients don't stay the same throughout life. Different needs assume greater importance as one grows older and, as such, one's investment portfolio should also change. Through an extensive discovery process, David uncovers and clarifies his clients' goals, helps clients prioritize their concerns, and provides a unique plan to help them achieve their dreams.
David is also a Family Wealth Director (FWD), a designation held by less than 3% of all Financial Advisors at Morgan Stanley as of August 2017. Family Wealth Directors complete a rigorous accreditation program focused on skills required for comprehensive wealth management across a range of disciplines important to individuals with substantial assets.
David works hard at making an impersonal world very personal. He derives great pleasure in dedicating time and effort to his clients, while remaining involved in the community. Over the years, David has been active with young people, whether it’s coaching youth basketball or Little League teams, or leading church youth groups. He is married with two grown children and is an avid golfer.
Securities Agent: NH, ME, WY, WA, MA, AL, WI, TX, TN, SC, NY, MD, ID, DE, VA, KY, IN, CO, VT, OR, NC, MO, LA, KS, CA, IL, CT, AZ, FL, DC, NV, NJ, MI, GA, MT, MN, UT, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1268453
CA Insurance License #: 0I31143
NMLS#: 1268453
CA Insurance License #: 0I31143
About Ginny Wisely
As Senior Vice President of the Birmingham Wealth Management Group, Ginny shares the role of overseeing the management of clients’ accounts. As a Certified Financial Planner™ (CFP®), she works with clients on all aspects of financial planning, breaking down the investment story in ways they can understand, and then working with them to help ensure that they meet their goals.
Ginny earned her B.A. degree in Foreign Language and International Trade from Eastern Michigan University and moved straight into the Management Training program at National Bank of Detroit. After five years in the Branch Management Program, she discovered she preferred working directly with clients, and she moved into the Private Banking Department and then into the Trust Department of Bank One.
Ginny is adamant that financial planning is an ongoing process. Once a plan has been implemented, she communicates regularly with her clients to determine if the goals upon which the plan is based have changed or need to be expanded. For example, at what age should someone begin taking social security? Or, what level of financial assistance can a client provide towards a grandchild’s education and still maintain their lifestyle? Ginny also helps people to think through the myriad decisions that can surround important choices, like purchasing a home in another state.
Ginny serves many multi-generational and “sandwiched” clients, whose financial needs can be complicated by their multiple roles: simultaneously caring for children and elderly parents while keeping an eye on their own retirement needs. Ginny’s skills, experience, and designation help her clients navigate through the maze of financial issues that can accompany these often-complex scenarios.
Ginny views herself as an advocate for her clients, helping them fund their dreams and ensure their ongoing financial well-being. Ginny is married and has three children.
Ginny earned her B.A. degree in Foreign Language and International Trade from Eastern Michigan University and moved straight into the Management Training program at National Bank of Detroit. After five years in the Branch Management Program, she discovered she preferred working directly with clients, and she moved into the Private Banking Department and then into the Trust Department of Bank One.
Ginny is adamant that financial planning is an ongoing process. Once a plan has been implemented, she communicates regularly with her clients to determine if the goals upon which the plan is based have changed or need to be expanded. For example, at what age should someone begin taking social security? Or, what level of financial assistance can a client provide towards a grandchild’s education and still maintain their lifestyle? Ginny also helps people to think through the myriad decisions that can surround important choices, like purchasing a home in another state.
Ginny serves many multi-generational and “sandwiched” clients, whose financial needs can be complicated by their multiple roles: simultaneously caring for children and elderly parents while keeping an eye on their own retirement needs. Ginny’s skills, experience, and designation help her clients navigate through the maze of financial issues that can accompany these often-complex scenarios.
Ginny views herself as an advocate for her clients, helping them fund their dreams and ensure their ongoing financial well-being. Ginny is married and has three children.
Securities Agent: NC, MD, WI, OR, NV, WY, OH, NH, ME, ID, WA, MT, MO, MI, MA, UT, TX, MN, KS, TN, SC, LA, IL, FL, CT, NY, GA, AZ, VT, CO, AL, VA, KY, IN, DE, DC, CA, NJ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1273108
NMLS#: 1273108
About Olaf Kroneman
Olaf Coron “Cory” Kroneman IV joined Morgan Stanley in June 2011. Prior to joining the firm, Cory spent nearly a decade as a derivatives trader for proprietary trading firms in Chicago, with primary operations at the Chicago Mercantile Exchange and Chicago Board of Trade, now the CME Group. As a Portfolio Manager, Cory focuses on managing the balance between risk and reward through technical and quantitative investment strategies. Cory attended Cranbrook School in Bloomfield Hills, Michigan. He is a proud graduate of Michigan State University, where he earned a B.A. in Finance and a B.S. in Zoology. He continues his association with Cranbrook through his service as a coach for the boy’s junior varsity lacrosse team and as an active member of the alumni association. He is also a volunteer firefighter. Cory resides in Bloomfield Village with his wife and three children
Securities Agent: TX, CO, WI, UT, MN, LA, ID, AZ, OH, ME, AL, TN, NY, MI, MA, WA, NV, FL, WY, SC, NJ, MT, KS, GA, CA, VT, NC, IL, DE, OR, MD, IN, VA, NH, MO, KY, DC, CT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1751497
NMLS#: 1751497
About Nolan Rogow
Nolan Rogow joined The Birmingham Wealth Management Group in 2022. His focus includes relationship management, portfolio construction and investment strategies. Nolan works with the team’s next-generation clients, helping them gain an understanding of saving and investing. Prior to joining the team, Nolan graduated from Cranbrook Kingswood in Bloomfield Hills, Michigan, and earned a Bachelor’s degree in Economics from Michigan State University. He holds the Securities Industry Essentials License (SIE), General Securities Representative License (Series 7), Uniform Combined State Law License (Series 66), and a National Mortgage License. Nolan currently resides in Birmingham, Michigan. In his free time, Nolan enjoys golf, hockey, traveling and spending time with family and friends
Securities Agent: RI, SC, TN, TX, UT, VA, WA, WI, WY, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 2457642
NMLS#: 2457642
About Nicole R. Moten
Nicole draws on her 25+ years of experience as a former Senior Private Banker and Wealth Advisor that provided customized and creative modern banking solutions tailored to help meet the unique needs of each of her clients. This included a spectrum of cash management services and structuring credit services for commercial real estate and exceptional residential properties, including jumbo mortgages, lines of credit, life insurance premium finance, aircraft and other specialty financing.
As a Certified Financial Planner™, Nicole is focused on helping clients align their finances with their goals and values, improve financial decision-making and behavior, and find contentment through a tailored financial planning process. The planning sets the stage for the portfolio construction and ongoing management of the relationship.
Nicole currently serves on the Executive Board of Directors for Leaps & Bounds Family Services, Inc., a non-profit dedicated to serving the needs of people at risk or living in poverty. In her free time, Nicole enjoys spending time with her daughter, friends, and other family. When she’s not on her Peloton or traveling to warmer weather, she is relaxing at home with her husband, Phillip, and two pups, Roc & Rylie (Rye) in Rochester Hills.
As a Certified Financial Planner™, Nicole is focused on helping clients align their finances with their goals and values, improve financial decision-making and behavior, and find contentment through a tailored financial planning process. The planning sets the stage for the portfolio construction and ongoing management of the relationship.
Nicole currently serves on the Executive Board of Directors for Leaps & Bounds Family Services, Inc., a non-profit dedicated to serving the needs of people at risk or living in poverty. In her free time, Nicole enjoys spending time with her daughter, friends, and other family. When she’s not on her Peloton or traveling to warmer weather, she is relaxing at home with her husband, Phillip, and two pups, Roc & Rylie (Rye) in Rochester Hills.
Securities Agent: CO, WI, WY, VA, TX, SC, NJ, IA, FL, WA, UT, TN, DC, CT, AL, ME, KS, MD, KY, AZ, OR, NY, NV, MT, DE, CA, MO, MI, IN, OH, NH, ID, GA, VT, NC, IL, MN, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 821766
NMLS#: 821766
About Me
John focuses in building diversified investment portfolios to help high net worth families, corporations, and non-profit organizations achieve their unique goals.
John has 20 years of experience in the financial planning and investment business, including 17 years working with clients specifically in the $5MM+ net worth space. In 2023, John was recognized as a “Best in State Wealth Advisor” by Forbes.
In his free time, John enjoys spending time with his family, golf, and watching St. Louis Cardinals baseball. He donates his time to Mercy High School for a variety of initiatives, and is an active member of the local University of Missouri Alumni Association chapter. John lives in New Hudson, MI with his wife and two children, along with a tuxedo cat named Alice and a very active German Shorthaired Pointer named Millie.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
https://www.morganstanley.com/disclosures/awards-disclosure.html
John has 20 years of experience in the financial planning and investment business, including 17 years working with clients specifically in the $5MM+ net worth space. In 2023, John was recognized as a “Best in State Wealth Advisor” by Forbes.
In his free time, John enjoys spending time with his family, golf, and watching St. Louis Cardinals baseball. He donates his time to Mercy High School for a variety of initiatives, and is an active member of the local University of Missouri Alumni Association chapter. John lives in New Hudson, MI with his wife and two children, along with a tuxedo cat named Alice and a very active German Shorthaired Pointer named Millie.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: WI, VA, TN, NC, DE, CA, WY, MA, VT, OR, MT, NH, TX, MI, KY, WV, MD, FL, DC, CO, UT, NJ, KS, GA, CT, AL, WA, SC, ME, NY, MO, IN, IL, ID, AZ, OH, NV, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 837074
NMLS#: 837074
About John Bueno
John works with high-net-worth families, corporate, and nonprofits to tailor a customized approach in investing and managing risk in their portfolios. Financial planning is at the heart of what John does, and he takes pride in helping clients enjoy and preserve their wealth for themselves and their families.
John has 34 years of experience in the banking and investment business to draw upon. The last 24 years John has worked exclusively with high-net-worth clients in the Private Bank area. He earned his BA in Economics from Oakland University.
John is happily married to his wife of 34 years, Tyra, and has 3 children and 7 grandchildren. John lives on a lake in Waterford, spends time during winter in Fort Myers when his schedule allows. John serves on the Board of Trustees of Trinity Health-Oakland and is very involved politically at the local level. John enjoys golf, fishing, and boating.
John has 34 years of experience in the banking and investment business to draw upon. The last 24 years John has worked exclusively with high-net-worth clients in the Private Bank area. He earned his BA in Economics from Oakland University.
John is happily married to his wife of 34 years, Tyra, and has 3 children and 7 grandchildren. John lives on a lake in Waterford, spends time during winter in Fort Myers when his schedule allows. John serves on the Board of Trustees of Trinity Health-Oakland and is very involved politically at the local level. John enjoys golf, fishing, and boating.
Securities Agent: FL, AZ, WY, OR, NC, DC, CO, CA, MI, IN, AL, SC, KY, ID, TX, NV, VA, OH, NJ, MN, IA, TN, VT, UT, DE, CT, MA, MO, MD, KS, IL, WI, NY, MT, ME, WA, NH, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 837471
NMLS#: 837471
About Amber Atkins
As Director of Business Strategy, Amber acts as a relationship manager for many of the team’s clients, sharing the role of overseeing the ongoing administration of client accounts. Amber’s background as an estate planning attorney and trust officer gives her a unique perspective and skill set to bring to her clients. She takes a holistic approach to planning for her clients, considering not only their financial picture, but their goals, family dynamics, concerns, and values to ensure their current and future personal and financial wellbeing.
Amber earned her Bachelors’ degree from the University of Michigan. She then spent several years in automotive marketing and PR before going to law school at the Thomas M. Cooley Law School. She worked in private practice for 10 years as an estate planning and probate attorney before becoming a trust officer with Comerica Bank.
Amber resides in Huntington Woods with her husband and two beagle rescues. In her spare time, she enjoys traveling, attending Michigan football games in the fall, spending time at the lake, and wine tasting.
Amber earned her Bachelors’ degree from the University of Michigan. She then spent several years in automotive marketing and PR before going to law school at the Thomas M. Cooley Law School. She worked in private practice for 10 years as an estate planning and probate attorney before becoming a trust officer with Comerica Bank.
Amber resides in Huntington Woods with her husband and two beagle rescues. In her spare time, she enjoys traveling, attending Michigan football games in the fall, spending time at the lake, and wine tasting.
About Tanisha Farmer
As Group Director, Tanisha Farmer is responsible for quality control and service management. She leads all aspects of the team’s client servicing activities and also focuses on client business development. Tanisha’s previous experience as a Registered Service Associate and a Business Service Manager makes her a valuable resource for resolving complex client issues. She identifies opportunities for process improvements to ensure clients have a consistent and exceptional service experience. Tanisha also works with the team to explore how they can leverage the Morgan Stanley platform to meet the sophisticated needs of our dynamic clientele. Tanisha graduated from Illinois State University with a B.S. in Finance. She started her career at Bank One in Illinois and joined Morgan Stanley in May 2006. She holds Series, 7, 9, 10, 63 and 65 securities licenses. Tanisha resides in Canton with her husband and daughter.
About Dana DiVergilio
As Wealth Management Associate, Dana DiVergilio is responsible for building strong relationships with new and existing clients. She provides assistance with opening accounts, facilitating transfers, client annual review preparation and a broad range of daily operational duties. Dana has been in the financial service industry since 1997. She joined The Birmingham Wealth Management Group in 2017. Her educational background includes a Bachelors of Science degree from Adrian College with a major in psychology and minor in chemistry. Dana also holds the FINRA Series 7, Series 66, and Life and Health Insurance Licenses. She has a passion for connecting with others both in her personal and professional life. Dana has spent time volunteering at the Make-a-Wish Foundation, as well as The Leader Dogs for the Blind. She has also studied animal-assisted therapy. In her spare time, she enjoys spending time with her family, friends, and dog, Louie.
About Jasmine Patel
Jasmine Patel joined Morgan Stanley in January 2023. As Registered Client Service Associate, Jasmine is responsible for managing the day-to-day operational needs of our clients. She provides assistance with opening accounts, facilitating transfers, servicing alternative investments and providing guidance on Morgan Stanley’s menu of digital tools. She is a proud fourth generation Purdue grad and a Boilermaker at heart. Her most recent accomplishment is completing a Master’s of Accounting and Finance from the University of Maryland. She is knowledgeable in tax management and estate planning strategies for individuals and businesses along with financial analyses and capital markets. She holds the FINRA series 7 and 66 securities licenses. In her spare time, she loves to travel and enjoys the great outdoors.
Disclosures
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.
Disclosures
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.
About Kimberly Kaufman
Kim joined Morgan Stanley in June 2024 as a Client Service Associate. Kim spent over 10 years in banking and finance and studied at Macomb Community College and continued her studies at Central Michigan University. While at Central she had the unique opportunity to do an internship at Walt Disney World and now visits the park every year! She is customer focused and has a passion for helping people. In her spare time, Kim likes to spend time outdoors with family, friends, and animals. She also likes being in the kitchen creating new dishes to share.
About Julian Bueno
Julian earned his B.A. from Eastern Michigan University with a double major in international business
and marketing. He then went on to earn an MBA and MSM from Walsh College School of Business.
In addition, he received his series 7, 66, variable and insurance licenses. His comprehensive education
gives him the ability to think analytically and effectively communicate with clients.
Away from the office, he loves spending time with his wife and 3 girls. He is an enthusiastic Detroit
Lions fan, enjoys doing home renovations, watching soccer, football, playing golf and exercising.
and marketing. He then went on to earn an MBA and MSM from Walsh College School of Business.
In addition, he received his series 7, 66, variable and insurance licenses. His comprehensive education
gives him the ability to think analytically and effectively communicate with clients.
Away from the office, he loves spending time with his wife and 3 girls. He is an enthusiastic Detroit
Lions fan, enjoys doing home renovations, watching soccer, football, playing golf and exercising.
Contact David Runyon
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Contact John Bueno
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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.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan 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.
5Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
6Morgan 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 legal matters.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan 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.
5Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
6Morgan 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 legal matters.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
