My Story

“Charlie” Carroll joined Morgan Stanley in 2001. Before joining Morgan Stanley, Charlie was an Accounting Manager for Mountain States Insurance Group. He became a Certified Public Accountant in 1997 when he worked for Meyners + Co. He also worked at Mountain States Insurance Group as a Premium Auditor and as a Claims Adjuster. Charlie earned his Bachelors of Business Administration with a concentration in Finance from the University of New Mexico. He earned CERTIFIED FINANCIAL PLANNER™ certification in 2006.
Securities Agent: ID, SC, MD, IN, HI, TN, NM, MN, KY, DE, CT, CO, AK, VT, PA, MO, FL, NJ, ND, MI, IL, CA, OH, LA, UT, KS, GA, WI, TX, OK, WA, OR, NY, NE, NC, MT, MS, AZ, WV, VA, MA, IA, SD, RI, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1293888
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Client Service Team

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    Brandon Kehl - Wealth Management Associate
    Phone:
    (505) 889-2850(505) 889-2850
    Email:Brandon.Kehl@morganstanley.com
    Brandon joined Morgan Stanley in 2022. He began working in the financial industry in 2013 at Wells Fargo where he spent the past 9 years. He started his career as a teller and held numerous roles at the bank throughout the years most recently holding the tile of registered relationship banker. He earned his Series 7, 63 & 65 accreditations in 2018.

    In Brandon’s free time he enjoys snowboarding, rock climbing and golf. He also spends quite a bit of time volunteering with the Special Olympics of New Mexico acting as a unified partner for the state golf tournament. Brandon is a native New Mexican, born and raised in Albuquerque.
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    Denise Tellez - Wealth Management Associate
    Phone:
    (505) 889-2802(505) 889-2802
    Email:Denise.Tellez@morganstanley.com
    Denise Tellez joined Morgan Stanley in 2022 after working for the past 17 years at another wealth management firm. She started her career in the financial industry over 30 years ago as a teller for a local area bank & continued to advance her career rising to the position of Customer Service Manager, before ultimately joining a financial wealth team at RBC. Along the way, she obtained her Series 7, 63, & 65 accreditations. She assists clients with all aspects of wealth planning, and always strives to develop client relationships in order to provide them with first-class service. Denise, an Albuquerque native, has a Bachelor of Science degree in accounting from the University of Phoenix.

    In Denise’s free time, she enjoys hiking, traveling, teaching in her faith community, spending time with family, godchildren, & close friends, and lastly supporting the New Mexico State University through charitable endeavors and supporting its various athletic teams.
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    Consuelo Meza - Senior Registered Client Service Associate
    Phone:
    (505) 889-2830(505) 889-2830
    Email:Consuelo.Meza@morganstanley.com
    Consuelo is a New Mexico Native. She grew up in Espanola and moved to Albuquerque in 1994. Consuelo attended UNM where she met her husband, Sergio. Consuelo’s financial services career began with Wells Fargo where she worked as a teller. Later she was promoted to a service manager and credit analyst. She pivoted to Wealth Management in 2016 when she took a position as a client associate at RBC Wealth Management. Outside of work, Consuelo and her husband enjoy spending quality time with their son Sergio II (S2), their dog Captain and family and friends. They also enjoy attending Isotopes baseball games and UNM football & basketball games.
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    Lucas Weidner - Registered Client Service Associate
    Phone:
    (505) 889-2851(505) 889-2851
    Email:Lucas.Weidner@morganstanley.com
    Lucas joined The Blackwell Carroll Group at Morgan Stanley in 2024, bringing over a decade of experience in the financial services industry. Prior to joining the team, he honed his skills at Wells Fargo, where he gained comprehensive expertise in account management, lending solutions, and investment operations. His ability to manage diverse client needs with precision and professionalism has made him an invaluable resource for both clients and team members alike.

    In his role as a Registered Client Service Associate, Lucas is dedicated to ensuring a seamless client experience by managing account administration, resolving complex service requests, and providing personalized support to meet the unique needs of the Group's clientele. His attention to detail and commitment to excellence align with the high standards of The Blackwell Carroll Group.

    Outside of the office, Lucas lives in Rio Rancho, New Mexico, with his wife and their two young daughters. Together, they enjoy a shared love for animals, attending live music events, and exploring the breathtaking landscapes of the Southwest. Whether hiking, biking, or simply spending time outdoors, Lucas and his family embrace every opportunity to connect with nature and create lasting memories.

Location

6565 Americas Pkwy NE
Ste 400
Albuquerque, NM 87110
US
Direct:
(505) 872-7305(505) 872-7305
Wealth Management
Global Investment Office

Portfolio Insights

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
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
Iran Conflict: Seven Takeaways for Investors
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Iran Conflict: Seven Takeaways for Investors

Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Charlie Carroll today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)