Michael V. Brown, CFP®
Senior Vice President, Branch Manager, Family Wealth Advisor, Financial Advisor
Phone:
(303) 316-5116(303) 316-5116
Morgan Stanley
Cherry Creek Branch Office
You define success, we help you achieve it
3033 East 1st Avenue
Suite 820
Denver, CO 80206
US
Branch:
(303) 316-5100(303) 316-5100
Toll-Free:
(800) 965-6135(800) 965-6135
Branch Manager
MICHAEL V. BROWNPhone:
(303) 316-5116(303) 316-5116
About Morgan Stanley Cherry Creek Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Cherry Creek Branch
Matt Stotler
Private Banker
Phone:
(303) 572-4812(303) 572-4812
Stephen Branston
Vice President, Business Service Officer
Phone:
(303) 925-9684(303) 925-9684
Jeremy Smith
Vice President, Risk Officer
Phone:
(801) 733-2733(801) 733-2733
About Michael V. Brown
Michael V. Brown is a CERTIFIED FINANCIAL PLANNER™ with over 30 years of experience in the financial services industry. He completed his undergraduate degree in Political Economy at Williams College in 1992, and later obtained his CFP® certification from Boston University in 1998. Prior to joining Morgan Stanley, Mike advised high net worth clients at Fidelity Investments. He has also represented money managers for MainStay Investments and Banc of America Capital Management. His experience, education and professional certifications allow him to provide his clients with comprehensive investment advice and financial planning.
Mike strongly believes in serving others and giving back to his community. He has volunteered at organizations such as Denver Urban Scholars, Colorado Youth at Risk, the Denver Metro Chamber of Commerce Leadership Foundation and youth baseball. Additionally, Mike has spent hundreds of hours volunteering at The Children’s Hospital Denver and continues to support their efforts through the blood donor center.
Mike and his wife Suzannah live in Lowry with their children, Molly and Zach, as well as their dog. An avid golfer and skier, Mike likes to get out and enjoy all the fun experiences Colorado offers.
Mike strongly believes in serving others and giving back to his community. He has volunteered at organizations such as Denver Urban Scholars, Colorado Youth at Risk, the Denver Metro Chamber of Commerce Leadership Foundation and youth baseball. Additionally, Mike has spent hundreds of hours volunteering at The Children’s Hospital Denver and continues to support their efforts through the blood donor center.
Mike and his wife Suzannah live in Lowry with their children, Molly and Zach, as well as their dog. An avid golfer and skier, Mike likes to get out and enjoy all the fun experiences Colorado offers.
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, LA, MD, MI, MN, MO, NJ, NM, NY, OH, PA, RI, TN, TX, VT; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
NMLS#: 1261939
CA Insurance License #: 0E21175
NMLS#: 1261939
CA Insurance License #: 0E21175
About Matt Stotler
Matt began his career in financial services in 1987, and joined Morgan Stanley in 2016. From 2011 to 2016, he was a Regional Manager for Merrill Lynch Wealth Management. Prior to that, Matt was a Private Client Manager at U.S. Trust.
Matt received a Bachelor of Arts degree in Business Administration from California State University, San Bernardino. He and his family reside in Aurora, Colorado.
Prior to joining the firm, Matt donated his time as the Chairperson for Youth and Education Volunteer Network at Bank of America/Merrill Lynch. He has also volunteered with Junior Achievement, Food Bank of the Rockies, Denver Rescue Mission, and the Young American’s Bank, a financial institution specifically designed for people 21 years old and under, to help them learn about banking and managing money at a young age.
When not in the office, Matt enjoys playing and coaching soccer, as well as spending time hiking and biking with his family.
Matt received a Bachelor of Arts degree in Business Administration from California State University, San Bernardino. He and his family reside in Aurora, Colorado.
Prior to joining the firm, Matt donated his time as the Chairperson for Youth and Education Volunteer Network at Bank of America/Merrill Lynch. He has also volunteered with Junior Achievement, Food Bank of the Rockies, Denver Rescue Mission, and the Young American’s Bank, a financial institution specifically designed for people 21 years old and under, to help them learn about banking and managing money at a young age.
When not in the office, Matt enjoys playing and coaching soccer, as well as spending time hiking and biking with his family.
About Jeremy Smith
Jeremy Smith is a Vice President and Risk Officer with Morgan Stanley. He oversees the risk supervision function for offices in Utah, Wyoming and Colorado covering Holladay UT, Park City UT, Provo UT, Casper WY, Sheridan WY and Cherry Creek CO wealth management offices. He started his career in Financial Services at Morgan Stanley owned Discover Brokerage and has spent the last 4 years at the Morgan Stanley branch in Holladay UT. Jeremy received his bachelor’s degree from Brigham Young University and is originally from Pennsylvania but has called Utah home for most of his life. He enjoys spending time with his wife and two children exploring national parks, sites of interest, museums and road trips throughout the United States.
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Branch Address
3033 East 1st Avenue
Suite 820
Denver, CO 80206
US
Branch:
(303) 316-5100(303) 316-5100
Toll-Free:
(800) 965-6135(800) 965-6135
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.
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024