Phone:
(404) 949-4121(404) 949-4121
Morgan Stanley Private Wealth Management
Executive Financial Advisors
Todd UrowskyTrevor FahrTyson Rising, CFP®Andrew Noone, CFA®David FolmnsbeeRyan Anderson, CFA®Brian FeldmanMatthew SharpCody Zweifel, CFP®
Direct:
(404) 949-4121(404) 949-4121
Industry Award WinnerOur Mission Statement
Delivering personalized and innovative financial solutions that help empower our clients to achieve their unique goals with confidence and clarity.
WELCOME
Our team focuses on the uniquely complex financial lives of senior executives. We have spent our careers helping busy leaders optimize and incorporate compensation and benefit plans into highly customized, holistic wealth management solutions. Similar to an elite multifamily office, our seasoned professionals coordinate the efforts of multiple advisors to help our clients pursue their personal and professional goals, simplify their financial lives, and secure multigenerational legacies.
In addition to decades of experience of serving successful executives, what sets us apart are our advanced degrees in business, law and accounting and our ability to deliver an in-depth counseling service across financial disciplines, including:
• Benefits and Compensation Optimization
• Retirement Planning
• Cash Flow & Liquidity Management
• Investment Strategy
• Tax, Trust & Estate Advisory
• Risk Management and Insurance Planning
Our approach to family wealth management goes beyond numbers, focusing on preserving legacies and fostering financial literacy across generations. We work closely with our clients’ HR professionals to ensure that we have an in-depth understanding of their incentive compensation and benefits so they can be incorporated seamlessly into their planning. We leverage the latest financial technologies and tools to provide cutting-edge solutions, helping ensure our clients are a step ahead in investment strategies, tax planning and estate management.
In addition to decades of experience of serving successful executives, what sets us apart are our advanced degrees in business, law and accounting and our ability to deliver an in-depth counseling service across financial disciplines, including:
• Benefits and Compensation Optimization
• Retirement Planning
• Cash Flow & Liquidity Management
• Investment Strategy
• Tax, Trust & Estate Advisory
• Risk Management and Insurance Planning
Our approach to family wealth management goes beyond numbers, focusing on preserving legacies and fostering financial literacy across generations. We work closely with our clients’ HR professionals to ensure that we have an in-depth understanding of their incentive compensation and benefits so they can be incorporated seamlessly into their planning. We leverage the latest financial technologies and tools to provide cutting-edge solutions, helping ensure our clients are a step ahead in investment strategies, tax planning and estate management.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
PURSUING YOUR GOALS, TOGETHER
Goals you set today will evolve over time. Our approach is crafted to adapt alongside your objectives and the changing circumstances of your life. Holistic in its approach, our planning process will encompass all the elements of your financial and personal life, making sure they align with your current and future goals and priorities.
LifeView Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
Learn More
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Learn More
Intelligent Withdrawals
Intelligent Withdrawal gives us the ability to look across multiple accounts and products to identify the right combination of securities and tax lots to sell so you can help meet spending needs while making the most out of your hard-earned money.
Lending and Cash Management
We recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
Learn More
Donor Advised Funds (DAF)
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
Learn More
Tax-Efficient Investing
Tax-efficient investing techniques may help you lower your tax burden and increase your long-term wealth.
Learn MoreEVERYTHING YOU NEED, ALL IN ONE PLACE
Morgan Stanley’s comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Learn More
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Learn More
Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
Learn More
eDelivery
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Learn More
Family Office Resources
Morgan Stanley Family Office Resources provides specialized, technical expertise to select clients across a broad range of family wealth management issues. Our core capabilities span three complimentary areas of focus including Governance & Legacy, Wealth Strategies and Signature Access.
Learn More
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn More
GIC On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read the Latest Report
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the Latest ReportLocation
2121 North Pearl St
Ste 500
Dallas, TX 75201
US
Direct:
(404) 949-4121(404) 949-4121
2121 North Pearl St
Ste 600
Dallas, TX 75201
US
Direct:
(972) 774-6500(972) 774-6500
6735 Southpoint Drive, South
3rd Floor
Jacksonville, FL 32216
US
Direct:
(904) 273-7563(904) 273-7563
Meet Executive Financial Advisors
Phone:
(214) 231-5691(214) 231-5691
Phone:
(404) 949-4256(404) 949-4256
Phone:
(214) 231-5669(214) 231-5669
Phone:
(214) 231-5667(214) 231-5667
Phone:
(214) 231-5671(214) 231-5671
Phone:
(214) 231-5674(214) 231-5674
Phone:
(214) 231-5677(214) 231-5677
Phone:
(214) 231-5673(214) 231-5673
Michael Kennair, CFP®
First Vice President, Investment Consultant, Wealth Planning Specialist
Phone:
(404) 949-4194(404) 949-4194
Andrew Lavrennikov
PWM Financial Planning Analyst
Phone:
(404) 949-4147(404) 949-4147
Jake Urowsky
PWM Client Relationship Analyst
Phone:
(404) 949-4212(404) 949-4212
Jason Halbrooks
Financial Planning Analyst
Phone:
(214) 231-5639(214) 231-5639
Jennifer Coffey
PWM Wealth Management Associate
Phone:
(404) 949-4354(404) 949-4354
Stephanie Tonra
PWM Wealth Management Associate
Phone:
(404) 949-4257(404) 949-4257
Kristy Winkles
Wealth Management Associate
Phone:
(214) 231-5678(214) 231-5678
Kim Sage
PWM Sr. Registered Client Service Associate
Phone:
(404) 949-4258(404) 949-4258
Rosalie Seiler
Client Service Associate
Phone:
(214) 231-5679(214) 231-5679
Robert Tamarkin
Executive Director, COO
Phone:
(404) 949-4226(404) 949-4226
Gavin Ricks
PWM Financial Planning Analyst
Phone:
(214) 231-5646(214) 231-5646
Stephanie Bragg
PWM Wealth Management Associate
Phone:
(470) 646-7272(470) 646-7272
About Me
Drawing on more than 25 years of experience working with successful executives and their families, Todd Urowsky crafts highly personalized and fully comprehensive wealth management solutions. Todd's strength is providing his clients with the answers to questions they do not know to ask. This is accomplished through a holistic and integrated financial planning service focused on all financial disciplines including, but not limited to, estate planning, retirement and cash flow planning, employee benefit and compensation planning, education planning, investments, and risk management.
Todd began his financial services career in 1998 at Ayco, a Goldman Sachs company, and joined UBS Wealth Management in 2010, where he spent 15 years before moving to Morgan Stanley in 2025. He received his B.S. in business administration from the University of Buffalo and his Juris Doctorate from Albany Law School.
When he is not helping his clients achieve their financial goals, Todd and his wife, Amy, enjoy giving back to the community. For the last decade, Team Urowsky has been the American Heart Association Heart Walk’s top community-level fundraising team in the country. Todd is also an avid golfer and mountain biker. Todd, Amy and their boys, Jake and Tyler, live in East Cobb, Georgia.
Todd began his financial services career in 1998 at Ayco, a Goldman Sachs company, and joined UBS Wealth Management in 2010, where he spent 15 years before moving to Morgan Stanley in 2025. He received his B.S. in business administration from the University of Buffalo and his Juris Doctorate from Albany Law School.
When he is not helping his clients achieve their financial goals, Todd and his wife, Amy, enjoy giving back to the community. For the last decade, Team Urowsky has been the American Heart Association Heart Walk’s top community-level fundraising team in the country. Todd is also an avid golfer and mountain biker. Todd, Amy and their boys, Jake and Tyler, live in East Cobb, Georgia.
Securities Agent: CO, OR, VT, SC, OK, NY, MA, IN, DE, WA, UT, RI, OH, NJ, MD, ID, FL, AL, PR, MI, LA, NM, NE, ND, MO, MN, KS, IL, IA, CA, TN, PA, MS, GA, DC, AR, WY, WI, KY, HI, AK, SD, NC, MT, ME, CT, AZ, TX, NV, WV, VA, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 2805417
NMLS#: 2805417
About Me
Trevor Fahr brings more than 25 years of experience in the financial services industry to the service of his team’s clients. Trevor’s approach to financial planning is deeply rooted in helping clients manage complex financial issues related to investments, employee benefits, and tax and estate planning. Trevor specializes in serving corporate executives, offering tailored guidance to navigate challenges like concentrated stock positions and equity compensation. His practice is characterized by a personal touch, maintaining direct relationships with clients while leveraging a dedicated support team to ensure seamless service delivery. Clients often describe him as trustworthy, caring and knowledgeable, with many relationships spanning over two decades.
Beginning his career in 1998 at Ayco, a Goldman Sachs company, Trevor honed his skills in comprehensive financial planning before moving to UBS in 2010. He and his partners brought their team to Morgan Stanley in 2025. Todd’s academic credentials include a bachelor’s degree in business and economics from Trinity University and a master’s degree in accounting from Southern Methodist University. Fully licensed in securities and insurance, Trevor is well equipped to offer a wide range of financial planning services to clients.
Outside of his professional life, Trevor prioritizes family time. Married with two sons, he attends Highland Park United Methodist Church with his family. Trevor enjoys watching his sons participate in their activities, including sports and Boy Scouts. His personal interests include golfing, watching and attending college and professional sporting events, and spending time at the lake with family and friends.
Beginning his career in 1998 at Ayco, a Goldman Sachs company, Trevor honed his skills in comprehensive financial planning before moving to UBS in 2010. He and his partners brought their team to Morgan Stanley in 2025. Todd’s academic credentials include a bachelor’s degree in business and economics from Trinity University and a master’s degree in accounting from Southern Methodist University. Fully licensed in securities and insurance, Trevor is well equipped to offer a wide range of financial planning services to clients.
Outside of his professional life, Trevor prioritizes family time. Married with two sons, he attends Highland Park United Methodist Church with his family. Trevor enjoys watching his sons participate in their activities, including sports and Boy Scouts. His personal interests include golfing, watching and attending college and professional sporting events, and spending time at the lake with family and friends.
Securities Agent: MT, MA, PR, MO, IN, ID, HI, WY, SD, NV, VA, TN, NJ, NH, ND, MN, KY, GA, FL, AZ, AL, TX, OK, NM, AR, UT, PA, OH, MI, LA, AK, WV, VT, MD, KS, IA, DC, WI, WA, SC, OR, IL, CT, NY, NE, ME, DE, CO, CA, RI, NC, MS; General Securities Representative; Investment Advisor Representative
NMLS#: 2791783
NMLS#: 2791783
About Me
Securities Agent: IA, LA, TN, NJ, MS, MO, IN, FL, RI, NH, KS, HI, GA, VT, NE, AR, WY, SC, NY, MA, CT, AL, VA, UT, MT, DE, CO, PR, OR, OK, OH, KY, AZ, WI, NC, MN, DC, AK, WV, SD, NV, NM, MI, ME, MD, IL, ID, CA, TX, PA, ND, WA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 2840105
NMLS#: 2840105
About Me
Drawing on more than two decades of experience in the wealth management industry, Andrew Noone focuses primarily on the complex financial needs of senior-level corporate executives at large public and private companies. Acting as a "personal CFO," he specializes in offering holistic and tailored guidance to help his clients navigate complex financial markets. Andrew and his team help clients understand the complexities of their employee benefits and how to integrate that specific source of wealth into estate planning, tax planning, philanthropic planning and investments.
Andrew's passion for financial markets is complemented by a planning-first approach. He values the opportunity to work with families at various stages of their careers and wealth-creation journeys. This shared experience allows him to offer integrated counsel through corporate careers and liquidity events, and into retirement and legacy planning. At the core of his work is a deep personal relationship with clients, driven by a curiosity about markets and a focus on integrated and holistic planning.
Andrew joined Morgan Stanley in 2025 after spending 15 years at UBS. Earlier in his career, he worked at The Ayco Company, at Goldman Sachs company, for six years. Andrew received his B.A. in economics from Boston College and is a CFA® charterholder.
Family serves as Andrew’s foundation, providing both inspiration and stability. He and his wife, Karla, are actively involved in their community, particularly through Christ the King Catholic School, where they recently served on the Capital Campaign Committee to help plan and build a new school building. Andrew stays engaged in the lives of his two sons, Kevin and Alex, by coaching their soccer and lacrosse teams and participating in their school activities. His family also supports the Grant Halliburton Foundation, advocating for young adult mental health.
Andrew's passion for financial markets is complemented by a planning-first approach. He values the opportunity to work with families at various stages of their careers and wealth-creation journeys. This shared experience allows him to offer integrated counsel through corporate careers and liquidity events, and into retirement and legacy planning. At the core of his work is a deep personal relationship with clients, driven by a curiosity about markets and a focus on integrated and holistic planning.
Andrew joined Morgan Stanley in 2025 after spending 15 years at UBS. Earlier in his career, he worked at The Ayco Company, at Goldman Sachs company, for six years. Andrew received his B.A. in economics from Boston College and is a CFA® charterholder.
Family serves as Andrew’s foundation, providing both inspiration and stability. He and his wife, Karla, are actively involved in their community, particularly through Christ the King Catholic School, where they recently served on the Capital Campaign Committee to help plan and build a new school building. Andrew stays engaged in the lives of his two sons, Kevin and Alex, by coaching their soccer and lacrosse teams and participating in their school activities. His family also supports the Grant Halliburton Foundation, advocating for young adult mental health.
Securities Agent: NM, NH, MD, PR, LA, KS, AZ, UT, NE, MT, IN, DE, AR, VT, NJ, MI, IA, HI, GA, CT, CO, WA, NC, DC, WV, PA, MS, MO, MN, VA, SD, KY, FL, AK, WY, TN, SC, RI, OK, MA, ID, OH, ND, ME, IL, CA, AL, WI, TX, OR, NY, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 2790300
NMLS#: 2790300
About Me
Drawing on nearly 25 years of financial advisory experience, David Folmnsbee is passionate about helping his clients achieve their long-term goals by focusing on building a solid financial foundation. David’s legal and tax knowledge, combined with his business degree, endow him with a unique combination of skills to help his clients make informed financial decisions and navigate the complexities of advanced wealth planning. Maintaining close personal connections with the families and individuals he serves, he ensures that each financial plan is tailored to their specific needs and objectives.
David’s service model involves acting as a “personal CFO” for clients, providing tailored solutions to complex financial challenges. He and his team work to identify potential financial problems and implement strategies and solutions that are customized for each client's unique situation. This personalized approach is central to his work helping his clients manage and grow their wealth. David enjoys engaging with clients on a personal level, helping them achieve their ambitions and navigate financial landscapes.
David earned his MBA from the University of Oklahoma Price College of Business and began his professional career at Goldman Sachs’ Ayco Company in 2002. He moved with his team to UBS in 2010, where he spent 15 years before joining Morgan Stanley.
Outside of work, David is involved in community service, volunteering with scouting and various schools such as the St. Rita School and Cistercian Preparatory School. He is an active board member of the Ursuline Academy Dad’s Club as well as the St. Rita Parish Financial Council. David and his wife, Danna, enjoy hiking, camping and other outdoor activities with their four children, Noah, Henry, Owen and Maddie. He also loves hosting gatherings for family and friends, reflecting his passion for building relationships both professionally and personally.
David’s service model involves acting as a “personal CFO” for clients, providing tailored solutions to complex financial challenges. He and his team work to identify potential financial problems and implement strategies and solutions that are customized for each client's unique situation. This personalized approach is central to his work helping his clients manage and grow their wealth. David enjoys engaging with clients on a personal level, helping them achieve their ambitions and navigate financial landscapes.
David earned his MBA from the University of Oklahoma Price College of Business and began his professional career at Goldman Sachs’ Ayco Company in 2002. He moved with his team to UBS in 2010, where he spent 15 years before joining Morgan Stanley.
Outside of work, David is involved in community service, volunteering with scouting and various schools such as the St. Rita School and Cistercian Preparatory School. He is an active board member of the Ursuline Academy Dad’s Club as well as the St. Rita Parish Financial Council. David and his wife, Danna, enjoy hiking, camping and other outdoor activities with their four children, Noah, Henry, Owen and Maddie. He also loves hosting gatherings for family and friends, reflecting his passion for building relationships both professionally and personally.
Securities Agent: NH, NC, MS, PR, PA, MN, MI, KS, ID, IN, SD, ND, MT, IA, CA, AL, WA, NY, KY, HI, UT, TX, NE, MO, MD, MA, LA, DC, AR, WV, OH, ME, FL, CO, TN, RI, OR, NM, NJ, IL, CT, AK, WY, SC, OK, NV, AZ, VT, GA, DE, WI, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 2898579
NMLS#: 2898579
About Me
Focused on the needs of high-achieving corporate executives and their families, Ryan Anderson is a holistic planner with deep knowledge of employee benefits and corporate compliance. Offering an experienced perspective gained over more than two decades, Ryan is passionate about solving problems and enjoys fostering deep connections with clients, his favorite aspect of the business.
Ryan began his career in financial services in 2003 at The Ayco Company, a Goldman Sachs company, and moved with his team to UBS in 2010. He joined Morgan Stanley in 2025. Ryan’s approach to financial advising emphasizes financial planning as a primary service rather than an afterthought. This method involves gathering comprehensive financial data from his clients to create a tailored path forward.
Ryan holds a bachelor of science degree in business administration with a concentration in finance and a minor in economics from Trinity University in San Antonio, Texas. He is also a CFA® charterholder, underscoring his knowledge and commitment to the financial industry.
Ryan and his wife, Keri, live in Dallas with their three children, Conor, Nolan and Eta Claire. Outside of work he enjoys coaching his children's sports teams and other family-oriented activities.
Ryan began his career in financial services in 2003 at The Ayco Company, a Goldman Sachs company, and moved with his team to UBS in 2010. He joined Morgan Stanley in 2025. Ryan’s approach to financial advising emphasizes financial planning as a primary service rather than an afterthought. This method involves gathering comprehensive financial data from his clients to create a tailored path forward.
Ryan holds a bachelor of science degree in business administration with a concentration in finance and a minor in economics from Trinity University in San Antonio, Texas. He is also a CFA® charterholder, underscoring his knowledge and commitment to the financial industry.
Ryan and his wife, Keri, live in Dallas with their three children, Conor, Nolan and Eta Claire. Outside of work he enjoys coaching his children's sports teams and other family-oriented activities.
Securities Agent: KY, HI, WY, LA, KS, FL, CA, WV, PA, NJ, IN, CT, ND, MT, MD, DE, AK, AL, VA, UT, OH, DC, OK, NV, NE, TN, NM, IA, WA, VT, TX, SD, RI, PR, MS, AR, SC, OR, NC, ID, GA, CO, AZ, WI, NY, MN, MI, IL, NH, MO, ME, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2800282
NMLS#: 2800282
About Me
Offering an experienced perspective gained over his 20-year career, Brian Feldman is passionate about serving as the “personal CFO” for his clients. Brian values the importance of building long-lasting relationships with each client he serves and strives to be the first person they call when they have an important financial decision to make. He became a Financial Advisor to help clients achieve their long-term goals, and to put time back in their days so they can focus on their careers and families.
Brian’s approach is distinct in that his team provides a comprehensive financial planning service as the core of their wealth management approach. Tailored to the unique needs of active and retired corporate executives, Brian focuses on areas that encompass traditional portfolio management but also include estate planning, tax planning, employee benefits, retirement, cash flow planning, insurance and risk management. The team coordinates important aspects of a client’s life with third-party advisors, including CPAs, estate attorneys and insurance brokers, helping to ensure a holistic approach to financial planning.
Brian began his career in the financial services industry in 2005 at The Ayco Company, a Goldman Sachs company. He moved with the team to UBS in 2010, then on to Morgan Stanley in 2025. While not practicing at Morgan Stanley, Brian is a licensed attorney with the Texas state bar and holds a Juris Doctor from the University of Texas School of Law. He also earned a BBA in finance from the University of Georgia.
Outside of work, Brian’s life revolves around his three children, Lucas (9), Stella (7) and Gemma (3). He is actively involved in their schools and helps coach several of their sports teams. He also enjoys being outdoors, especially in the mountains, playing and watching sports, UGA football, traveling and live music.
Brian’s approach is distinct in that his team provides a comprehensive financial planning service as the core of their wealth management approach. Tailored to the unique needs of active and retired corporate executives, Brian focuses on areas that encompass traditional portfolio management but also include estate planning, tax planning, employee benefits, retirement, cash flow planning, insurance and risk management. The team coordinates important aspects of a client’s life with third-party advisors, including CPAs, estate attorneys and insurance brokers, helping to ensure a holistic approach to financial planning.
Brian began his career in the financial services industry in 2005 at The Ayco Company, a Goldman Sachs company. He moved with the team to UBS in 2010, then on to Morgan Stanley in 2025. While not practicing at Morgan Stanley, Brian is a licensed attorney with the Texas state bar and holds a Juris Doctor from the University of Texas School of Law. He also earned a BBA in finance from the University of Georgia.
Outside of work, Brian’s life revolves around his three children, Lucas (9), Stella (7) and Gemma (3). He is actively involved in their schools and helps coach several of their sports teams. He also enjoys being outdoors, especially in the mountains, playing and watching sports, UGA football, traveling and live music.
Securities Agent: NJ, VT, VA, PR, ND, DC, WA, NV, LA, DE, CA, WY, NE, NC, MO, MN, MI, ME, MD, KS, ID, AK, RI, OR, WV, WI, SC, KY, PA, NM, NH, MS, CT, NY, IA, AZ, SD, MT, IN, IL, HI, GA, CO, TX, MA, FL, AR, AL, UT, TN, OK, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 2789947
NMLS#: 2789947
About Me
A dedicated financial services professional with nearly two decades of planning experience, Matthew Sharp is passionate about providing clients with confidence by helping them navigate risks and achieve their financial goals. Matthew’s unique approach involves getting clients to think about questions they may not know to ask and coordinating all areas of their financial lives to mitigate risk and provide assurance. He enjoys helping people and is committed to understanding all aspects of their lives to ensure everything is well coordinated.
Matthew’s interest in financial planning began in middle school, influenced by his parents' involvement in investing and family financial decisions. He pursued that passion, studying personal financial planning at Texas Tech University, and went on to earn an MBA with a finance concentration from Southern Methodist University. Matthew began his professional career at The Ayco Company, a Goldman Sachs company, in 2008 and moved with the team to UBS in 2010. He joined Morgan Stanley in 2025.
Outside of work, Matthew is committed to his community, volunteering at The Episcopal School of Dallas and various animal rescue organizations. He resides in Dallas with his nine-year-old daughter. In his leisure time, he enjoys attending sporting events and spending time outdoors with his family.
Matthew’s interest in financial planning began in middle school, influenced by his parents' involvement in investing and family financial decisions. He pursued that passion, studying personal financial planning at Texas Tech University, and went on to earn an MBA with a finance concentration from Southern Methodist University. Matthew began his professional career at The Ayco Company, a Goldman Sachs company, in 2008 and moved with the team to UBS in 2010. He joined Morgan Stanley in 2025.
Outside of work, Matthew is committed to his community, volunteering at The Episcopal School of Dallas and various animal rescue organizations. He resides in Dallas with his nine-year-old daughter. In his leisure time, he enjoys attending sporting events and spending time outdoors with his family.
Securities Agent: AL, PR, OH, MN, WI, TX, NC, IA, AK, WA, VT, RI, NY, NE, ND, LA, IL, ID, AZ, WY, OR, PA, MS, KS, HI, CO, VA, SD, NM, GA, CA, UT, SC, OK, NJ, NH, MT, MO, ME, MD, MA, MI, DC, NV, KY, FL, DE, WV, TN, IN, CT, AR; General Securities Representative; Investment Advisor Representative
About Me
A dedicated professional with more than a decade of financial planning experience, Cody Zweifel crafts highly personalized management plans for successful corporate executives and their families. Cody’s approach encompasses every aspect of his clients’ financial lives, from the management of incentive compensation to investing, tax & estate planning and more. He enjoys close relationships with each of his clients and their families and is committed to helping them overcome their challenges and pursue their goals.
Cody earned his B.S. in finance from the University of Delaware and went on to earn a Certified Financial Planner (CFP®) designation. He began his career at UBS in 2015, joined the Executive Financial Advisors in 2017 and moved with the team to Morgan Stanley in 2025.
Cody was a varsity hockey player at university and continues his love of the sport by participating in the Dallas ice hockey community as a coach and teacher.
Cody earned his B.S. in finance from the University of Delaware and went on to earn a Certified Financial Planner (CFP®) designation. He began his career at UBS in 2015, joined the Executive Financial Advisors in 2017 and moved with the team to Morgan Stanley in 2025.
Cody was a varsity hockey player at university and continues his love of the sport by participating in the Dallas ice hockey community as a coach and teacher.
Securities Agent: MD, WY, NE, CO, TN, OK, IA, FL, AR, AK, VT, SD, SC, NV, NC, MO, KY, DC, AL, WV, WA, TX, PR, PA, NM, MT, MS, ID, GA, CA, WI, ME, AZ, UT, RI, OR, HI, DE, CT, OH, NY, MN, MA, IN, KS, IL, VA, NH, MI, LA, NJ, ND; General Securities Representative; Investment Advisor Representative
NMLS#: 2839108
NMLS#: 2839108
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Awards and Recognition
Barron's Top 100 Private Wealth Management Teams
2021-2022 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded April 2021-2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 250 Private Wealth Management Teams
2024-2025 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded April 2024-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State
2021-2025 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 2021-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
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Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
PWM Leadership Insights & Outcomes
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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 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
2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
4Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures | Morgan Stanley
1Morgan 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
2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
4Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures | Morgan Stanley
CRC 4677197 (7/2025)
