Amy Beauchamp, CFP®
Executive Director, Branch Manager
Phone:
(563) 344-4395(563) 344-4395
Morgan Stanley
Davenport Branch Office
You define success, we help you achieve it
4300 East 53rd St
Ste 300
Davenport, IA 52807
US
Branch:
(563) 344-4300(563) 344-4300
Toll-Free:
(800) 553-1871(800) 553-1871
Branch Manager
Amy BeauchampPhone:
(563) 344-4395(563) 344-4395
About Morgan Stanley Davenport 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 Davenport Branch
Michelle McWilliams
First Vice President, Business Service Officer
Phone:
(563) 344-4333(563) 344-4333
Cassie Gieselman
Associate Vice President, Risk Officer
Phone:
(563) 344-4354(563) 344-4354
Mandy Griesenbeck
Branch Administrator
Phone:
(563) 344-4351(563) 344-4351
Eric Townsend
Vice President, Private Banker
Phone:
(515) 283-7056(515) 283-7056
About Amy Beauchamp
Amy Beauchamp currently holds the title of Executive Director and is the Branch Manager for the Eastern Iowa branches at Morgan Stanley, in Davenport and Cedar Rapids.
Amy relocated to the Quad Cities in 2019, after spending over seven years in the Des Moines area. Prior to making Iowa her home, Amy spent six years in Chicago where she had joined the Central Division of what was then Smith Barney.
Prior to holding a number of leadership roles in management, Amy had spent several years as a Financial Advisor back in her family hometown in Michigan’s Upper Peninsula. Her time there was spent between Wells Fargo Investments, LLC and her current firm, Morgan Stanley. She graduated from Northern Michigan University with a Bachelors Degree in Finance and also holds her CFP® designation.
Amy relocated to the Quad Cities in 2019, after spending over seven years in the Des Moines area. Prior to making Iowa her home, Amy spent six years in Chicago where she had joined the Central Division of what was then Smith Barney.
Prior to holding a number of leadership roles in management, Amy had spent several years as a Financial Advisor back in her family hometown in Michigan’s Upper Peninsula. Her time there was spent between Wells Fargo Investments, LLC and her current firm, Morgan Stanley. She graduated from Northern Michigan University with a Bachelors Degree in Finance and also holds her CFP® designation.
Securities Agent: AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
NMLS#: 1465499
NMLS#: 1465499
About Michelle McWilliams
Michelle McWilliams currently holds the title of Vice President and is the Business Service Officer in the Davenport, Iowa office at Morgan Stanley.
Michelle has been in the Financial Services industry since 1998 when she began her career at Merrill Lynch. She came to work for Morgan Stanley in 2007 as the office Branch Administrator.
She has held numerous positions including Receptionist, Cashier, Client Service Associate, and Relationship Manager before taking her most current position as Business Service Officer in 2016.
Michelle has a Bachelor’s Degree in Business and Economics from St. Ambrose University and an M.B.A from Regis University. Michelle enjoys spending time with her husband Jerry and their two children, daughter Payton and son Maddox.
Michelle has been in the Financial Services industry since 1998 when she began her career at Merrill Lynch. She came to work for Morgan Stanley in 2007 as the office Branch Administrator.
She has held numerous positions including Receptionist, Cashier, Client Service Associate, and Relationship Manager before taking her most current position as Business Service Officer in 2016.
Michelle has a Bachelor’s Degree in Business and Economics from St. Ambrose University and an M.B.A from Regis University. Michelle enjoys spending time with her husband Jerry and their two children, daughter Payton and son Maddox.
Securities Agent: AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative
About Cassie Gieselman
Cassie Gieselman currently holds the title of Vice President and is Risk Officer for the Davenport and Cedar Rapids, Iowa offices at Morgan Stanley. Cassie began her career in the financial industry in 2016 as a Client Service Associate. In March 2020, she was promoted to her current role.
Cassie received her Bachelor of Arts degree from Idaho State University. She currently resides in Eldridge, Iowa with her husband Nic and their three children. In her free time, she enjoys taking her dog, Goose, on walk, being outside and active or reading books.
Cassie received her Bachelor of Arts degree from Idaho State University. She currently resides in Eldridge, Iowa with her husband Nic and their three children. In her free time, she enjoys taking her dog, Goose, on walk, being outside and active or reading books.
Securities Agent: AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY; General Securities Representative; Investment Advisor Representative
About Mandy Griesenbeck
Mandy Griesenbeck is the Branch Administrator and has been in the financial services industry since 2005. She works in close partnership with the Branch Manager in supporting a variety of office management activities such as onboarding and orientation of staff, planning events, and maintaining supplies. While overseeing daily operations, she assists with matters affecting the Branch facilities, Financial Advisors, and Support Staff.
Mandy previously held the position of Sr. Operations Associate at Morgan Stanley
She holds a Bachelor of Science degree in Industrial Science from Northeast Missouri State University. She spends her time mountain biking and is the Race & Event Director for FORC the local mountain bike club.
Mandy previously held the position of Sr. Operations Associate at Morgan Stanley
She holds a Bachelor of Science degree in Industrial Science from Northeast Missouri State University. She spends her time mountain biking and is the Race & Event Director for FORC the local mountain bike club.
About Eric Townsend
Eric Townsend is a Private Banker serving Morgan Stanley Wealth Management offices in Iowa, Nebraska, and Missouri.
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.
Eric began his career in financial services in 1992, and joined Morgan Stanley in 2017. His professional experience includes more than 25 years as both a Financial Advisor and Private Banker.
Eric is a graduate of the University of Texas at Dallas, where he received a Bachelor of Science in Economics and Finance. He and his family live in Urbandale, Iowa. When not in the office, Eric donates his time to Habitat for Humanity, St Jude Children’s Research Hospital and ChildServe, an organization dedicated to improving the health and well-being of children through clinical, home, and community-based programs and services.
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.
Eric began his career in financial services in 1992, and joined Morgan Stanley in 2017. His professional experience includes more than 25 years as both a Financial Advisor and Private Banker.
Eric is a graduate of the University of Texas at Dallas, where he received a Bachelor of Science in Economics and Finance. He and his family live in Urbandale, Iowa. When not in the office, Eric donates his time to Habitat for Humanity, St Jude Children’s Research Hospital and ChildServe, an organization dedicated to improving the health and well-being of children through clinical, home, and community-based programs and services.
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Branch Address
4300 East 53rd St
Ste 300
Davenport, IA 52807
US
Branch:
(563) 344-4300(563) 344-4300
Toll-Free:
(800) 553-1871(800) 553-1871
Fax:
(563) 344-4356(563) 344-4356
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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