
Bowling Legacy Group at Morgan Stanley

Our Mission Statement
Our Story and Services
At the Bowling Legacy Group at Morgan Stanley, our deep-rooted experience, spanning over two centuries combined, is dedicated to empowering your financial journey. We are a cohesive team of 11 members, including 5 Financial Advisors, all working diligently to prioritize what's best for you.
In today's ever-evolving financial landscape, it's crucial to have a trusted partner to navigate it with. That's why, in 2023, we united under a single banner: to create a clear roadmap tailored to your aspirations. We want to equip you with the knowledge and insight to make confident financial decisions, each step of the way.
Our client-centric four-step process ensures that your financial strategy isn't just personalized but also agile and responsive:
1. Discovery: Understanding your unique story and aspirations.
2. Analysis & Recommendation: Harnessing our collective expertise to design strategies that align with your goals.
3. Implementation: Activating a plan tailored to your vision.
4. Reviewing Objectives: Continual assessment to ensure we're on track to meet your evolving needs.
Being a part of the Morgan Stanley family amplifies our promise. Not only do we offer an expansive range of products beyond traditional investments, but we also provide access to industry's top-tier analysts and experts. Your financial aspirations deserve nothing less than the best, and we're here to deliver just that.
- Retirement PlanningFootnote1
- 401(k) Rollovers
- Wealth ManagementFootnote2
- Life InsuranceFootnote3
- Long-term Care InsuranceFootnote4
- Business PlanningFootnote5
- Cash Management and Lending ProductsFootnote6
- Certificates of DepositFootnote7
- Corporate Retirement PlansFootnote8
- Estate Planning StrategiesFootnote9
- Financial PlanningFootnote10
- 529 PlansFootnote11
- AnnuitiesFootnote12
- Asset Management
Approach

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.
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.
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
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.
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
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.
Location
Meet Bowling Legacy Group
About Ted L Bowling
NMLS#: 1316543
CA Insurance License #: 0H41747
About Dustin Stanton
NMLS#: 508293
About Chad Rother
NMLS#: 2512760
About Ann Nash
NMLS#: 582519
About Connor Howell
NMLS#: 1934158
About Jessi Nippert
I began my career as an advisor in 2007, right in my hometown of Tucson, AZ. Through personal experience, I've learned firsthand how solid financial planning and investment advice can truly make or break a family's financial future.
In my early 20s, I went through a stressful family financial experience that had a profound impact on me. It was during that time that I became dedicated to helping other families navigate their finances and avoid similar hardships. I firmly believe in the power of a holistic approach to financial management and planning, recognizing that every aspect of one's financial life is interconnected.
One of my areas of specialization lies in insurance planning for small business owners, farmers, and ranchers. Having grown up in a rodeo-involved family, I understand the unique challenges and risks faced by these individuals. I'm committed to providing tailored insurance solutions that protect their livelihoods and valuable assets.
To further enhance my expertise, I hold the portfolio management designation from Morgan Stanley. This enables me to create and manage customized investment portfolios for my clients. I take pride in giving them the opportunity to maximize returns while minimizing risks, ensuring their financial future is well-protected.
In addition to my portfolio management designation, I've also obtained my Certified Divorce Financial Analyst (CDFA) designation. This specialized knowledge allows me to offer valuable insights and support to clients navigating the financial complexities of divorce, ensuring they make informed decisions for their financial well-being.
Outside of my professional life, my family and I are heavily involved in the rodeo community. My daughter Alli is about to embark on her first year at Kansas State University on a rodeo scholarship, and I couldn't be prouder. My youngest daughter, Kashe, is also following closely in her big sister's footsteps. Together with my husband Garrison, we run a ranch in Copan, which brings us immense joy and fulfillment.
With my expertise, dedication, and genuine care for your financial well-being, you can trust me to provide exceptional guidance and support. I'm here to help you navigate different complexities and achieve your financial goals. Let's start this journey together by scheduling a complimentary consultation.
NMLS#: 2465050
About Lindsey Loredo
I started my journey in 2009, driven by the belief that financial planning is not a one-size-fits-all situation. As a dedicated professional, I strive to provide personalized strategies that cater to the unique needs and aspirations of each client I serve.
Regular reviews and open communication are at the heart of my approach. I understand that life can throw unexpected challenges along the road to financial success. By maintaining regular check-ins with my clients, I ensure that we can make necessary adjustments whenever their plans encounter bumps in the road. Adaptability and proactive management are essential in helping my clients stay on track towards their goals.
I focus on working with women investors and under-served individuals and families, including minorities, the LGBTQ community, rural communities, and working class families. Recognizing the unique challenges faced by these groups, I am committed to creating a safe and inclusive space where everyone feels heard, understood, and empowered to take control of their financial future.
Supported by my team, Jessi Nippert holds a portfolio management designation from Morgan Stanley, we are able to create customized portfolios that we trade on a discretionary basis. This allows us to maximize investment opportunities while navigating market fluctuations and capitalizing on emerging trends.
Outside of my professional life, I find joy in spending time with my family in our home in Owasso. Alongside my husband, daughter Ava, son London, and our furry family members - three dogs and two cats - we enjoy traveling, exploring the outdoors, and running our crafting business.
When you choose me as your financial advisor, you can expect a compassionate and experienced professional who will go the extra mile to understand your goals, provide personalized guidance, and empower you to make informed financial decisions. Let's take the first step towards a brighter financial future by scheduling a complimentary consultation. I look forward to working with you.
NMLS#: 2465051
About Shyrle Davis
About Megan Schieber
About Tisha Rother

Contact Ted L Bowling

Contact Dustin Stanton

Contact Chad Rother

Contact Ann Nash

Contact Connor Howell

Contact Jessi Nippert

Contact Lindsey Loredo
2024 Global Economic Midyear Outlook
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan 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.
6Morgan 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
7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Morgan 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.
10Morgan 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.
11Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
12Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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