Edwards Pharris Wealth Management Group at Morgan Stanley

Christi Edwards is a Wealth Advisor and founding member of The Edwards Pharris Wealth Management Group who brings over 30 years of investment management experience to the service of her clients. Christi provides highly customized advice to corporate executives, business owners, music industry professionals, athletes, and other successful people throughout the Nashville area and across the country. Her approach is based on a thorough planning process that encompasses investment consulting, financial planning and relationship management. Christi takes the lead on fixed income and cash management needs when helping the team’s clients create and maintain highly customized portfolios.

Christi returned to her hometown Nashville after earning a Bachelor’s Degree from Auburn University in 1981. It was a challenging time for women to break into the financial services industry, but her determination landed her a job with a local investment firm. She gained experience working on trading desks for bonds, equity, option, mutual funds and syndicate. In 1984, Christi became a Financial Advisor with Morgan Stanley.

Christi has received numerous distinctions and professional accolades throughout her career. She has also been recognized by Barron’s as one of America’s Top 1,200 Financial Advisors from 2014 through 2022; one of Forbes’ Best In State Wealth Advisors (Tennessee) from 2018 through 2023; and one of Forbes’ Best in State Women Advisors (Tennessee) from 2018 through 2023, reaching the #1 position in 2022.

Christi is involved with Habitat for Humanity of Greater Nashville as a former board member and chair of Women Build. She was honored with the Habitat Groundbreaker Award in 2019. She has also been active with the T.J. Martell Vanderbilt Children's Hospital, Nashville Humane Society, Booth Museum, Our Kids and L'Ete du Vin (one of the nation's largest charity wine auctions). In her free time, Christi enjoys working out, running; skiing with her husband, James; and playing with her cats, Woodrow and Gus.

Disclosures:

2014-2022 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 2014-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2018-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2018-2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

Morgan 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

A founding member and Financial Advisor of The Edwards Pharris Group at Morgan Stanley, Jason Pharris provides customized advice and comprehensive financial planning services to affluent individuals and families throughout Tennessee and across the country. Jason concentrates on wealth planning services and portfolio architecture for corporate executives, business owners, professionals planning for retirement, recording artists, music industry professionals, athletes, and other successful people. He is dedicated to helping his clients achieve their financial goals so they have the financial freedom to pursue their passions.

Jason’s life as an investor began in his teens, after he received a small settlement from a life-changing car accident. He studied philosophies of the great investors and made his own plan to invest his settlement in the stock market. He went on to study finance and marketing at Belmont University, where he earned a B.B.A. He began his career as a Financial Advisor at Morgan Stanley in 1993.

Jason is committed to financial education. He understands the complex and evolving factors driving wealth management and the importance of keeping up with these changes. Studying investment analysis at the Wharton School of Business at the University of Pennsylvania cultivated distinctive skills in investment management, stock option optimization, retirement and estate planning strategies. Jason takes pride in his ability to take complex financial concepts and effectively communicate them to his clients—teaching them how the market works and how to help grow, preserve and transition their wealth.

A native of Nashville, Jason and his wife, Wendy, live in Old Hickory with their dog, George. Jason is a member of the Society of International Business Fellows (SIBF). He was honored by Barron's as a Top 1,200 Financial Advisor from 2017 through 2021. Jason was also named to Forbes Best In State Advisors (Tennessee) from 2019 through 2024.

In his leisure time, Jason enjoys working out, spending time with his wife, studying company balance sheets to find great opportunities for his clients, reading about the great investors of our time like Warren Buffett, and meeting with clients. Be careful, he might give you a book to read.


2019 – 2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024.) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2017 – 2021 Barron's Top 1200 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2017-2021). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/

Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

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 matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.

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. In this program the client pays a wrap fee to MSWM (the “MSWM Fee”), which covers MSWM investment advisory services, custody of securities (if we are the custodian), trade execution with or through MSWM, as well as compensation to any Financial Advisor. The Portfolio Management program fees are described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.

Drawing on more than 25 years of diverse financial services experience, David Darst focuses on the investing and wealth planning needs of affluent families and individuals throughout the Southeast. David’s goal is to craft highly customized and fully comprehensive strategies based on each client’s specific needs and aspirations. He has particularly extensive experience working with successful entrepreneurs as they consider personal wealth management strategies related to the monetization of their businesses. As a Chartered Financial Analyst (CFA^®) and a Morgan Stanley Senior Portfolio Manager, David often takes the lead on equity portfolio management, as well as providing guidance on specific private equity, private real estate, hedge fund and other alternative investment strategies for clients when appropriate.

David joined Morgan Stanley in 2016, leveraging years of institutional investing experience to build his wealth management practice. He previously served as a Managing Director and sell-side analyst covering regional banks and major credit card companies at Guggenheim Securities and FTN Equity Capital Markets. Earlier in his career, David worked as an institutional portfolio manager at Suntrust – Trusco Capital Management.

David’s passion for investing began in high school, when he used the paycheck from a summer job to buy shares in a North Carolina cellular company. David reinvested the proceeds, gaining an important lesson in the power of allowing wealth to compound over time.

David graduated from the University of North Carolina at Chapel Hill and earned his MBA from Wake Forest University. He and his wife, Delia, live in Nashville with their four children. Inspired by his love for the outdoors, David serves as a board member and treasurer of the Land Trust for Tennessee.


The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives.

Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses than traditional investments, and such fees and expenses can lower the returns achieved by investors.

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. In this program the client pays a wrap fee to MSWM (the “MSWM Fee”), which covers MSWM investment advisory services, custody of securities (if we are the custodian), trade execution with or through MSWM, as well as compensation to any Financial Advisor. The Portfolio Management program fees are described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.