My Story and Services

Colin earned his bachelor’s degree in finance in 2003 and an MBA degree in finance in 2004, both from Missouri State University. He is a proud graduate of DeSmet Jesuit High School. Prior to joining Morgan Stanley, Colin spent 17 years at some of the largest global financial institutions in various roles: Solutions, Capital Markets, and most recently as a Private Banker. Colin recently joined The SVS Team, in which he’s responsible for connecting high net worth individuals and institutions to strategies designed to help pursue their financial goals. His client-centered approach provides access to a broad range of investment, wealth structuring, and cash management and lending solutions – to help deliver a comprehensive experience and exceptional client service.

He and his family reside in Kirkwood, Missouri where they are actively involved in the community. Colin also serves as a Trustee at the Saint Louis Art Museum and leads the Investment Committee. When he is not busy serving his clients or community, you can find him cycling around Saint Louis, playing golf or watching his kids participate in sports.
Services Include
Securities Agent: ME, DC, WY, VA, RI, NY, WA, TX, OK, NV, MT, KS, CO, WI, PA, MS, MO, IN, TN, SC, NH, IA, AZ, MN, MD, MA, KY, AR, MI, LA, DE, VT, SD, NM, NE, ND, IL, GA, AL, WV, OH, NJ, NC, ID, HI, CT, CA, AK, UT, OR, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1480708
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Suite of Services

As wealth grows, so do its complexities, requiring a nuanced approach to effective management. Our experience and relationships enable us to deliver tailored, innovative strategies to address your unique needs. Explore our offering below and discover how we simplify the journey of managing your wealth.
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    Financial Planning
    Financial planning is the cornerstone of our wealth management at The SVS Wealth Management Team. It's a strategic tool that helps our clients articulate and achieve their unique financial goals. By analyzing income, expenses, investments, and incorporating tax and estate planning, we craft personalized strategies that optimize wealth creation and help ensure long-term financial well-being. At its core effective financial planning is the key to a purposeful and successful financial journey
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    Retirement Planning
    One of our key areas of focus is helping you prepare for and thrive in retirement. From IRAs to RMDs, we manage the complexities of your comprehensive retirement plan assets, helping you easily transition to the next phase of your life with security and confidence.
    Retirement Plans 2025 Quick Reference Guide
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    Professional Portfolio Management
    Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes about investing with careful analysis of the financial markets. Working together, we create a customized strategy that applies long-held investment principles to help your assets appreciate appropriately or generate cash-flow or income as you require.
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    Cash Management & Lending Services
    Creating adequate cash flow and securing liquidity are the day-to-day aspects of implementing a financial strategy. We help you meet your personal cash management and borrowing needs, while thinking strategically about how specific approaches may affect current and long-term costs and taxes.
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    Trust & Estate Planning
    Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset tilting and beneficiary designation requirements, incorporating best practices to help enhance results.
    Learn More

Awards and Designations

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    America's Top Wealth Management Teams - Forbes
    Recognized by Forbes in their 2022-2025 rankings of America's Top Wealth Management Teams. Awarded to groups of experienced wealth managers that have proven track records of success according to SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.

    Source: Forbes.com (Awarded 2022-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
    Award Disclosures:(https://www.morganstanley.com/disclosures/awards-disclosure.html)
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    Top 250 Private Wealth Management Teams - Barron's
    Recognized by Barron's in their 2024 & 2025 Top 250 Private Wealth Management Teams. Teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.

    Source: Barron's (Awarded 2024 & 2025). Data compiled by Barron's based on 12-month time period concluding in December of year prior to the issuance of the award. (https://www.morganstanley.com/disclosures/awards-disclosure.html)
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    Best-In-State Wealth Management Teams - Forbes
    Recognized by Forbes magazine’s 2023-2026 rankings of Best-In-State Wealth management teams. Awarded to groups of experienced wealth managers that have proven track records of success according to SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.

    Disclosure:
    Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
    Award Disclosures:(https://www.morganstanley.com/disclosures/awards-disclosure.html)
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    CERTIFIED FINANCIAL PLANNER™
    The CERTIFIED FINANCIAL PLANNER™ (CFP®) program demonstrates an advisor's dedication to personal financial planning and their expertise in this field. As part of their certification, all CFP® professionals commit to CFP Board's Code of Ethics and Standards of Conduct, which means they commit to work in their clients' best interests at all times when providing financial advice.

Financial Resources

Here at Morgan Stanley, we strive to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers of providing our clients with as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns.
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    Mike Wilson: Thoughts On The Market
    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.
    This Week's Podcast With Mike Wilson
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    Global Investment Committee: On The Markets
    A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition below.
    Read: "GIC On The Markets"
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    GIC Weekly
    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income. Click the link below to read the full report.
    Read: "GIC Weekly"
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    2025 Federal Income Tax Tables
    For help filing your taxes this year, our team has published the 2025 tax tables for your reference. Please click the link below to view them.
    Read: "Tax Tables"

Location

14805 N Outer Forty Rd
Ste 200
Chesterfield, MO 63017
US
Direct:
(636) 733-7694(636) 733-7694

Meet My Team

About Jamie Lages

A Saint Louis native, Jamie started in the financial industry in 2022. With 10 years of customer service experience, I am passionate about building strong customer relationships.

About Lori Simón

Lori A Simón joined The SVS Wealth Management Team in 2017. She holds her Series 7, and Series 66, as well as Life, Variable Life and Health Insurances licenses. Lori graduated from Fordham University with a BA in Communications. She lives in Monmouth County with her daughter. She enjoys cooking for her family and friends, and she also volunteers her time at her church to collect shoes and clothing for the underprivileged children of Haiti.

About Christie Campanella

Christie grew up in New York and graduated from the University of North Carolina at Charlotte with a bachelor’s degree in Finance and additional concentrations in Finance and Business. Post-graduation, she spent over 2 years working for a small Broker Dealer, where she obtained her Series 7 and Series 66 licenses and started her career in the financial services industry. In 2015 she moved to Colorado, and shortly after began her career with Morgan Stanley. Christie & her husband, Paul, reside in Aurora, CO with their 2 dogs, Jayda & Lakota. In her free time, she loves to be outdoors - hiking, camping, and traveling.

Awards and Recognition

3
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
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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 Colin Gibbs today.
Market Information Delayed 20 Minutes
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.

1Morgan 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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan 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.
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.

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3When 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.

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4When 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.

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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.

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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 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.

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 | Morgan Stanley
CRC 4665150 (8/2025)