Birmingham Wealth Management at Morgan Stanley

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

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

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.

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.

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.

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

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

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.

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 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.

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.

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.

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.

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.

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.

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.