Paul W. Shoemaker, CFP®
Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Global Sports and Entertainment Director, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation
Capital Street Group at Morgan Stanley
Our Mission Statement
The Capital Street Group delivers the experience, resources and personalized service needed to help affluent families and corporations address their most complex wealth management issues
Our Story and Services
As a client of the Capital Street Group, you'll have access to the experience and skill of highly trained financial advisors, who are supported by a wealth management platform and thought leadership program we believe are second-to-none. We offer an objective and flexible framework that we can use to help you organize your financial life, whether your aim is growth, wealth preservation, succession planning or wealth transfer.
We offer a highly disciplined wealth management philosophy in managing $2 billion of client assets as of March 2024. We specifically target to address the needs of a high-net-worth clientele - individuals and families, corporate executives, professional athletes, business owners, foundations, venture capital firms and private and public businesses.
We begin each relationship by taking the time to fully understand each client's unique financial situation. We then use that information to shape a thoughtful, customized approach that can make use of numerous products and services from one of the world's largest full-service investment firms. Our global perspective helps you adjust to financial challenges and identify unique opportunities.
We offer a highly disciplined wealth management philosophy in managing $2 billion of client assets as of March 2024. We specifically target to address the needs of a high-net-worth clientele - individuals and families, corporate executives, professional athletes, business owners, foundations, venture capital firms and private and public businesses.
We begin each relationship by taking the time to fully understand each client's unique financial situation. We then use that information to shape a thoughtful, customized approach that can make use of numerous products and services from one of the world's largest full-service investment firms. Our global perspective helps you adjust to financial challenges and identify unique opportunities.
Services Include
- Estate Planning StrategiesFootnote1
- Stock Plan ServicesFootnote2
- Trust ServicesFootnote3
- Life InsuranceFootnote4
- Alternative InvestmentsFootnote5
- Financial PlanningFootnote6
- 401(k) Rollovers
- Retirement PlanningFootnote7
- Sustainable InvestingFootnote8
- Corporate Retirement PlansFootnote9
- Philanthropic ManagementFootnote10
- Asset Management
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Clients
Our practice is built on open communication, both with our clients and within our team. We take a multifaceted and integrated approach to our relationship with you, combining our collective talent and the global resources of Morgan Stanley to tailor our services to you and your family. We believe clients can benefit from this powerful combination of personal attention and access to world class resources.
Global Sports & Entertainment
Our story begins with you. You’ve reached the highest levels of the hardest professions. Every time you step on to the field or the court, you are stepping into the spotlight. You have opportunities other people will never have, and challenges most people will never experience.
We understand the world you live in, and we have the deep experience and world-class resources needed to help you navigate successfully through it. We want to be part of your team, helping you address your everyday challenges and create the future you envision.
Our BrochureWe understand the world you live in, and we have the deep experience and world-class resources needed to help you navigate successfully through it. We want to be part of your team, helping you address your everyday challenges and create the future you envision.
Wealth Optimization for Athletes
The careers of athletes can be short as injuries may sideline you at any time. Also, peak earnings can happen early in life, and compensation may be entirely unpredictable. Due to these factors, budgeting for ongoing annual expenses and developing a long-term investment strategy is complex. In this paper, we lay out a holistic and integrated approach that can be tailored to the goals of each individual.
Preserving Your Wealth
A Smart Approach to Charitable Giving
MS GIFT is a smart way to give to causes and charities you care about. Our donor advised fund is a 501(c)(3) public charity structured to offer you a simple, thoughtful and tax-advantageous way to support your favorite charities
Charitable Giving
Family Wealth Education
The Family Governance & Wealth Education group helps ultra high net worth families strive to maximize the value
of their human capital by driving family wealth education, making it more likely that all members of the family will
have the foundation they need to lead meaningful, fulfilled and engaged lives.
Family Wealth Educationof their human capital by driving family wealth education, making it more likely that all members of the family will
have the foundation they need to lead meaningful, fulfilled and engaged lives.
Retirement Planning for Women
Only 62% of women have a plan to help protect themselves against outliving their savings, versus 76% of men, according to a study by Nationwide Advisory Solutions. Women face unique savings challenges, such as longer lifespans and higher health-care costs.
Click below for retirement advice to help you jump-start your savings for retirement.
Please note that the URL(s) or hyperlink(s) in this material is not to a Morgan Stanley Smith Barney LLC website. It was created, operated and maintained by a different entity. Morgan Stanley Smith Barney LLC 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 linked site; nor do we guarantee its accuracy or completeness. Morgan Stanley is not responsible for the information contained on the third party web site or the use of or inability to use such site.
Retirement Tips for WomenClick below for retirement advice to help you jump-start your savings for retirement.
Please note that the URL(s) or hyperlink(s) in this material is not to a Morgan Stanley Smith Barney LLC website. It was created, operated and maintained by a different entity. Morgan Stanley Smith Barney LLC 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 linked site; nor do we guarantee its accuracy or completeness. Morgan Stanley is not responsible for the information contained on the third party web site or the use of or inability to use such site.
Entrepreneur Toolkit
Whether its forming your business, establishing trusts or finalizing a business succession plan, we will work together to ensure that your ambitious business goals and needs are continuously addressed.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
The ToolkitMorgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
Morgan Stanley Mobile App
Access your account wherever, whenever using the Morgan Stanley Mobile App. It gives you the same capabilities as Morgan Stanley Online from the convenience of your phone.
MSO Features
Total Wealth View
The ability to view all of your assets and liabilities together, whether held at Morgan Stanley or elsewhere, enables us to advise with your entire financial picture in mind.
Aggregating Your Wealth
Goals Planning System
GPS helps clients define what they want out of life, and then creates a financial framework to bring these goals to life.
GPS Video
The Morgan Stanley Minute
Explore our 1-minute investment insights videos in this on-going series from our firm’s leading thinkers. Discover current investment trends and topics like green bonds, active investment, monetizing small businesses, cybercrime and more.
Click Here to View
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
View the Latest Report
Thoughts on The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check Out the Latest Epsode
The Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
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Families with substantial wealth typically have complex needs and require highly integrated capabilities. The Capital Street Group has extensive experience addressing both the financial issues and the personal dynamics of wealthy families. In addition to decades of experience in the financial services industry, one of our team members has deepened their knowledge of the intricacies of wealth management through extensive education and training. As of 11/2022, Financial Advisor Paul Shoemaker is a Morgan Stanley Family Wealth Director. Fewer than 4% of Morgan Stanley's Financial Advisors have earned this highly selective designation. As a designated Family Wealth Director team, we offer wealthy clients a truly differentiated experience. We have access to Morgan Stanley's Family Wealth Advisory services, which provide an integrated approach to wealth planning strategies and management for clients and their families.
Location
60 East South Temple, 20th
Fl
Salt Lake City, UT 84111
US
Direct:
(801) 322-7602(801) 322-7602
Meet Capital Street Group
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Corporate Retirement Director, Workplace Advisor - Equity Compensation
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Alternative Investments Director, Workplace Advisor - Equity Compensation
Phone:
(801) 578-8096(801) 578-8096
Phone:
(801) 322-7629(801) 322-7629
Annette Ruefenacht
Client Service Associate
Phone:
(801) 322-7680(801) 322-7680
Brenden Gedeon
Registered Client Service Associate
Phone:
(801) 947-3020(801) 947-3020
Leanne Wiltse
Portfolio Associate
Phone:
(801) 322-7696(801) 322-7696
Connor Williams
Consulting Group Analyst
Phone:
(801) 578-8016(801) 578-8016
Braxton Shoemaker
Registered Client Service Associate, Financial Planning Specialist
Phone:
(801) 322-7670(801) 322-7670
About Paul W. Shoemaker
Paul W. Shoemaker is a Managing Director, Financial Advisor, Family Wealth Director, CFP® and Global Sports & Entertainment Director with Morgan Stanley. He is a senior partner in The Capital Street Group at Morgan Stanley. As of March 2024, The Capital Street Group manages $2 billion in client assets for a limited number of wealthy families, professional athletes, business owners and corporate clients. As of 2022, Paul joined a select 4% group of Morgan Stanley Financial Advisors who have completed the firm’s rigorous Family Wealth Director program. Catered to the needs of ultra-high net worth clients, this designation allows Paul and his team specialized access to the firm’s Family Office Resources. In 2022, 2023, & 2024 Paul was named to Barron's top 1200 Financial Advisors in the United States, as well as Forbes Best-In-State since 2019. Paul is also part of Morgan Stanley's Global Sports & Entertainment division which is a highly specialized wealth management division, dedicated to serving the unique and complex needs of athletes, entertainers, creators and top professionals in the sports and entertainment industry.
He is originally from Longmont, Colorado and received his bachelor’s degree in finance from Brigham Young University where, as a quarterback for the football team, he was a scholar athlete. After graduation in 1998, Paul joined Merrill Lynch as a Financial Advisor and built a successful financial advisory practice. In 2012, he transitioned his practice to Morgan Stanley and became the manager of the Salt Lake City office. While he enjoys the challenge of management, his position also benefits his investment clients. He is able to use his extensive knowledge of behind the scenes operations and senior level contacts in the firm to quickly and efficiently solve client problems and gain access to new technology.
Paul and his wife Katie have five children, three of which are married and live in the greater Salt Lake City area. He is President of the Salt Lake chapter of the Cougar Club for Brigham Young University athletic supporters. Paul has competed yearly in half and full distance Ironman races since 2010.
2022 - 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2022 - 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2019-2024 - Forbes Best-in-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
NMLS #510806
He is originally from Longmont, Colorado and received his bachelor’s degree in finance from Brigham Young University where, as a quarterback for the football team, he was a scholar athlete. After graduation in 1998, Paul joined Merrill Lynch as a Financial Advisor and built a successful financial advisory practice. In 2012, he transitioned his practice to Morgan Stanley and became the manager of the Salt Lake City office. While he enjoys the challenge of management, his position also benefits his investment clients. He is able to use his extensive knowledge of behind the scenes operations and senior level contacts in the firm to quickly and efficiently solve client problems and gain access to new technology.
Paul and his wife Katie have five children, three of which are married and live in the greater Salt Lake City area. He is President of the Salt Lake chapter of the Cougar Club for Brigham Young University athletic supporters. Paul has competed yearly in half and full distance Ironman races since 2010.
2022 - 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2022 - 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2019-2024 - Forbes Best-in-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
NMLS #510806
Securities Agent: WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, OR; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 510806
NMLS#: 510806
About David Taylor
David Taylor is a Senior Vice President, Portfolio Management Director – Financial Advisor at Morgan Stanley. He is a senior partner in the Capital Street Group. The Capital Street Group consists of four senior Financial Advisor partners, two Financial Advisors, three senior Client Service Associates, and one Wealth Management Analyst. As of March 2024, the Capital Street Group managed $2 billion in assets for a limited number of wealthy families, entrepreneurs, professional athletes, business owners and corporate executives. David began his career in financial services in 1983 with Dean Witter Reynolds (predecessor to Morgan Stanley).
David is a graduate of the University of Utah where he earned a Bachelor of Science in Economics. As a Morgan Stanley Portfolio Management Director, he is part of a select group of Morgan Stanley Financial Advisors who are qualified by the firm—based on training, experience and commitment—to make investment decisions on client's behalf and independently manage their assets. During David’s 38 years of experience, he spent 17 years in various management roles which included the hiring, training and mentoring of Financial Advisors.
David is a 5th generation native Utahn and long-time residents of Park City. He is passionate about the outdoors with skiing, mountain biking and hiking among his favorites. More than anything David loves supporting his 2 son’s education and athletic activities. He supports several local non-profits organizations and is active in the community.
Disclaimer:
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
David is a graduate of the University of Utah where he earned a Bachelor of Science in Economics. As a Morgan Stanley Portfolio Management Director, he is part of a select group of Morgan Stanley Financial Advisors who are qualified by the firm—based on training, experience and commitment—to make investment decisions on client's behalf and independently manage their assets. During David’s 38 years of experience, he spent 17 years in various management roles which included the hiring, training and mentoring of Financial Advisors.
David is a 5th generation native Utahn and long-time residents of Park City. He is passionate about the outdoors with skiing, mountain biking and hiking among his favorites. More than anything David loves supporting his 2 son’s education and athletic activities. He supports several local non-profits organizations and is active in the community.
Disclaimer:
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
Securities Agent: AZ, NV, MO, DC, WY, MA, CO, MT, MD, SD, SC, OH, NY, MN, FL, OK, NJ, KS, IL, HI, CT, CA, NE, MI, KY, AK, UT, NM, WA, VA, TX, PA, ID, GA, TN, OR, NC, ND; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1290608
NMLS#: 1290608
About Dan Bryant
Daniel J. Bryant has advised wealthy families as a Senior Vice President, Financial Advisor and Portfolio Management Director in the Morgan Stanley Wealth Management group for over 12 years. Dan is a senior partner in the Capital Street Group which consists of four senior Financial Advisor partners, one Financial Advisor, three senior Client Service Associates, and one Wealth Management Analyst. As of March 2024, The Capital Street Group managed $2 billion in client assets for a limited number of wealthy families, entrepreneurs, professional athletes, business owners and corporate executives. With over 25 years of investment experience, Dan has experienced almost every type of market condition.
Before Morgan Stanley, Dan was a Principal and Founding Partner of BT Pacific Partners, LLC and its predecessor, Taurus Pacific Asset Management, LLC. Prior to co-founding these firms, Dan was a Financial Analyst in the Private Banking & Investment Group at Merrill Lynch in Los Angeles and at Donaldson, Lufkin & Jenrette in New York. Dan began his investment career in 1997 at First Security Investment Management in Salt Lake City.
Dan grew up in Connecticut, was an avid sports competitor, earned his B.A. degree from Brigham Young University where he also lettered in Varsity Football at the NCAA Division I level and received many scholar-athlete recognitions. Dan also earned an M.B.A. at the UCLA Anderson School of Management.
Dan and his wife Elise stay active with their eight children (three of whom compete for the BYU Track & Field team) and volunteering their time supporting the non-profit Family Promise of SCV, and other local educational, athletic, and religious organizations.
2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Before Morgan Stanley, Dan was a Principal and Founding Partner of BT Pacific Partners, LLC and its predecessor, Taurus Pacific Asset Management, LLC. Prior to co-founding these firms, Dan was a Financial Analyst in the Private Banking & Investment Group at Merrill Lynch in Los Angeles and at Donaldson, Lufkin & Jenrette in New York. Dan began his investment career in 1997 at First Security Investment Management in Salt Lake City.
Dan grew up in Connecticut, was an avid sports competitor, earned his B.A. degree from Brigham Young University where he also lettered in Varsity Football at the NCAA Division I level and received many scholar-athlete recognitions. Dan also earned an M.B.A. at the UCLA Anderson School of Management.
Dan and his wife Elise stay active with their eight children (three of whom compete for the BYU Track & Field team) and volunteering their time supporting the non-profit Family Promise of SCV, and other local educational, athletic, and religious organizations.
2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: PA, MA, HI, NM, TN, SD, CO, WY, IL, AK, KS, UT, NV, NJ, LA, KY, IA, CT, VA, TX, SC, OR, NC, ID, NE, MI, OK, OH, ND, MT, MN, FL, CA, AZ, WA, MO, DC, NY, NH, MD, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1265108
NMLS#: 1265108
About Me
Melissa joined Morgan Stanley in 2023 and recently made the transition to our team. Throughout her career, she has dedicated herself to helping clients develop investment strategies that balance achievable outcomes against risk tolerance. Melissa defines her role by integrity, attention to detail, and overall commitment to providing the best advice for each client's circumstances. Melissa, her husband and two children live in the greater Salt Lake City area. As a family they spend much of their time outdoors and enjoy hiking, skiing, mountain biking, and pickleball. Melissa is a big reader, loves to travel, and enjoys yoga.
Securities Agent: AZ, KS, OH, MT, OK, NM, GA, VA, SC, NJ, MD, MA, ID, DC, NY, MO, MN, KY, AK, CA, WA, UT, SD, PA, WY, TX, NC, HI, FL, CT, TN, OR, NV, NE, ND, MI, IL, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 2512438
NMLS#: 2512438
About Steven T. Witsman
Steven T. Witsman is a Vice President, Financial Advisor at Morgan Stanley. He is a member of The Capital Street Group, which consists of six Financial Advisors, two client associates and a wealth management analyst. As of March 2024, The Capital Street Group manages $2 billion in assets for families, professional athletes, entertainers, business owners and corporate clients.
Steven began his career in wealth management in 2006, joining Morgan Stanley in 2014. He is a graduate of Weber State University, with a Bachelor of Science degree in Professional Sales. Steven is focused on helping clients achieve successful outcomes, whether it be retirement planning, business exit strategies, portfolio risk reduction or resolving complex wealth challenges.
Steven and his wife Tipling, have two children. They enjoy sports and theatrical entertainment, also spending time outdoors. They enjoy coaching their children’s sports teams and participating in various community events.
Steven began his career in wealth management in 2006, joining Morgan Stanley in 2014. He is a graduate of Weber State University, with a Bachelor of Science degree in Professional Sales. Steven is focused on helping clients achieve successful outcomes, whether it be retirement planning, business exit strategies, portfolio risk reduction or resolving complex wealth challenges.
Steven and his wife Tipling, have two children. They enjoy sports and theatrical entertainment, also spending time outdoors. They enjoy coaching their children’s sports teams and participating in various community events.
Securities Agent: AK, KS, TX, SD, PA, MO, KY, IA, MN, FL, DC, WA, MT, IL, CA, UT, OR, OH, NC, NE, GA, WY, VA, NM, MA, LA, CO, SC, MI, NV, HI, NY, ND, ID, TN, OK, NJ, MD, CT, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1297852
NMLS#: 1297852
About Annette Ruefenacht
Annette Ruefenacht joined Morgan Stanley in 2012 as a Client Service Associate. Prior to Morgan Stanley she was a Client Associate in the Wealth Management division of Merrill Lynch as well as a Loan Portfolio Associate with their national bank. Annette is highly involved in all aspects of The Capital Street Group’s relationships to help ensure that clients receive the best service experience. Her primary responsibilities include team operations management and facilitation of any customized needs from clients. She graduated with a degree in business management from the University of Utah and loves to read, hike and anything outdoors.
About Brenden Gedeon
Brenden joined the Capital Street Group in 2023 as a Registered Client Service Associate. He provides operational support for the team, including money movements, account maintenance services, and handling various client inquiries. He currently holds his Series 7 and 66 securities licenses and may place trades on behalf of the team.
A native of the San Francisco Bay Area, Brenden graduated from California State University, East Bay with a degree in Economics. He recently moved to Salt Lake City, and looks forward to settling in to his new home with his wife Thalia. In his free time, Brenden enjoys hiking, cooking, and attending sporting events and comedy shows.
A native of the San Francisco Bay Area, Brenden graduated from California State University, East Bay with a degree in Economics. He recently moved to Salt Lake City, and looks forward to settling in to his new home with his wife Thalia. In his free time, Brenden enjoys hiking, cooking, and attending sporting events and comedy shows.
About Leanne Wiltse
Leanne Wiltse joined Morgan Stanley in 2011 as a Portfolio Associate. Prior to Morgan Stanley, she was an Associate at Merrill Lynch from 2005 to 2011 and held a similar role at Zions Investment Securities, Inc. from 1998 to 2005. Leanne is dedicated to all aspects of client relationships within the firm to ensure clients receive the highest level of service. Her primary responsibilities include portfolio management and addressing any customized needs of clients. She graduated with a Bachelor of Science in Economics from the University of Utah. Leanne has been recognized with the Support Professional Ambassador Award at Morgan Stanley.
About Connor Williams
Connor joined the Capital Street Group at Morgan Stanley in 2022. He is a Consulting Group Analyst specialized in investment research and portfolio implementation, with a focus in Alternative Investments.
Prior to joining Morgan Stanley, he was an Investment Performance Analyst at Northern Trust Asset Management. Connor grew up in Southern California and graduated from Brigham Young University with a degree in Finance. He now lives in the greater Salt Lake City area and enjoys golfing, snowboarding, and spending time with family.
Prior to joining Morgan Stanley, he was an Investment Performance Analyst at Northern Trust Asset Management. Connor grew up in Southern California and graduated from Brigham Young University with a degree in Finance. He now lives in the greater Salt Lake City area and enjoys golfing, snowboarding, and spending time with family.
About Braxton Shoemaker
In 2024, Braxton joined the Capital Street Group as a Client Service Associate. Since joining the firm, Braxton has obtained his securities licenses as well as the Financial Planning Specialist designation. Prior to Morgan Stanley, he worked at Fidelity Investments as a Customer Relationship Advocate.
Braxton graduated from Brigham Young University with a degree in Finance and an emphasis in Wealth Management. He and his wife Jane, currently live near Salt Lake City and enjoy spending time together in the outdoors and with family.
Braxton graduated from Brigham Young University with a degree in Finance and an emphasis in Wealth Management. He and his wife Jane, currently live near Salt Lake City and enjoy spending time together in the outdoors and with family.
Contact Paul W. Shoemaker
Contact David Taylor
Contact Dan Bryant
Contact Melissa Hirschi
Contact Steven T. Witsman
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Scott Knudsen
Senior Private Banker
About Scott Knudsen
Scott Knudsen is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Colorado, Utah, and Wyoming.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Scott began his career in financial services in 2001, and joined Morgan Stanley in 2006 as a High Net Worth Lending Advisor. Prior to joining the firm, he was a Credit Analyst at Merrill Lynch.
Scott is a graduate of the University of Utah, where he received a Bachelor of Science in Finance. He lives in Park City, Utah with his family. Outside of the office, enjoys hiking, mountain biking, skiing and camping.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Scott began his career in financial services in 2001, and joined Morgan Stanley in 2006 as a High Net Worth Lending Advisor. Prior to joining the firm, he was a Credit Analyst at Merrill Lynch.
Scott is a graduate of the University of Utah, where he received a Bachelor of Science in Finance. He lives in Park City, Utah with his family. Outside of the office, enjoys hiking, mountain biking, skiing and camping.
NMLS#: 1006961
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
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
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
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- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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Financial Planning for Life After Selling a Business
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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
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Donor Advised Funds: A Smart Way to Manage Your Giving
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
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State of the Workplace Study 2023
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Ready to start a conversation? Contact Capital Street Group today.
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 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan 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.
7When 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.
8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
9When 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.
10Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
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 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan 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.
7When 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.
8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
9When 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.
10Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
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)
