Tim Soderquist, CIMA®
Senior Vice President, Financial Advisor, Family Wealth Director, Senior Portfolio Management Director
Phone:
(720) 488-2325(720) 488-2325
Greenwood Wealth Management at Morgan Stanley
Our Mission Statement
Exceptional wealth advice requires experience, knowledge, collaboration, & care – all of which we are dedicated to deliver to our clients & their families
Greenwood Wealth Management
The Greenwood Wealth Management Group works with a clientele of entrepreneurs, executives & families providing holistic, customized wealth advice and investment management solutions. We believe that one of our primary responsibilities to our valued clients is to help protect what they have worked so hard to build - positioning their wealth to help meet the needs of their dynamic lives and, in many cases, legacies. Our open architecture approach to investment management allows us to work collaboratively, leveraging the global resources within Morgan Stanley as well as externally to deliver tailored strategies for clients.
Our team was formed in 2018 when five investment professionals came together and recognized the power of synergies and concentrations to help deliver on our commitments to the families and individuals we have the pleasure to advise. With over a century of experience between us, the depth of knowledge and breadth of experience of the Greenwood Wealth Management Group is brought to bear for our clientele. A client service model based on accessibility ensures that our clients are provided an exceptional level of care as we bring true passion to every relationship we develop.
We invite you to explore our website to learn more about our team and what we provide. We would welcome an opportunity to meet you, discuss your individual situation, and explore how & where we can deliver value to a future relationship with you and your family.
Our team was formed in 2018 when five investment professionals came together and recognized the power of synergies and concentrations to help deliver on our commitments to the families and individuals we have the pleasure to advise. With over a century of experience between us, the depth of knowledge and breadth of experience of the Greenwood Wealth Management Group is brought to bear for our clientele. A client service model based on accessibility ensures that our clients are provided an exceptional level of care as we bring true passion to every relationship we develop.
We invite you to explore our website to learn more about our team and what we provide. We would welcome an opportunity to meet you, discuss your individual situation, and explore how & where we can deliver value to a future relationship with you and your family.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Experience
CFA (Chartered Financial Analyst®) - The Chartered Financial Analyst® (CFA®) credential is considered one of the most respected global investment management designations in the world. It is awarded by the CFA Institute to investment & finance professionals only after a successful completion of their rigorous testing covering areas including accounting, economics, ethics, money management, & security analysis. CFA charterholders commit to ongoing standards of ethics, education, and professional conduct.
Family Wealth Director - This credential, currently achieved by less than three percent of the Morgan Stanley Financial Advisor population, places Tim & Keith in a category of financial advisors who are qualified to service the sophisticated needs of ultra–high net worth clients.
CIMA® - Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association and taught in conjunction with the Haas School of Business, at the University of California, Berkeley. The CIMA® professional provides objective investment advice and guidance to both individuals and institutions. A CIMA® professional has the ability to apply state of the art investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in customizing solutions to their unique circumstances.
Family Wealth Director - This credential, currently achieved by less than three percent of the Morgan Stanley Financial Advisor population, places Tim & Keith in a category of financial advisors who are qualified to service the sophisticated needs of ultra–high net worth clients.
CIMA® - Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association and taught in conjunction with the Haas School of Business, at the University of California, Berkeley. The CIMA® professional provides objective investment advice and guidance to both individuals and institutions. A CIMA® professional has the ability to apply state of the art investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in customizing solutions to their unique circumstances.
Awards
Forbes Best-In-State Wealth Management Teams
2024 & 2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024, Jan 2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Source: Forbes.com (Awarded Jan 2024, Jan 2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Location
5251 Dtc Parkway
Suite 1500
Greenwood Village, CO 80111
US
Direct:
(720) 488-2300(720) 488-2300
Meet Greenwood Wealth Management
Executive Director, Wealth Management, Financial Advisor, Family Wealth Director, Senior Portfolio Manager
Phone:
(303) 925-9699(303) 925-9699
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
Phone:
(720) 488-2303(720) 488-2303
Phone:
(720) 488-2313(720) 488-2313
Debbie Barbee
Portfolio Associate
Phone:
(303) 925-9650(303) 925-9650
Norma Hartline
Portfolio Associate
Phone:
(720) 488-2382(720) 488-2382
About Tim Soderquist
Tim is a Senior Vice President and Financial Advisor with Morgan Stanley and carries the firm’s Family Wealth Director designation, having satisfied rigorous accreditation and continuing education requirements.
With more than 20 years of Wealth management experience, Tim provides personalized advice, investment solutions, and wealth management services to high net worth individuals, business owners and corporate executives. He listens carefully to his clients’ goals, values and concerns and works to make a difference in their lives by providing holistic wealth management services with integrity and a focus on putting his clients’ needs first.
A graduate from the University of Colorado at Boulder with a Bachelor of Science degree in Finance. He was awarded the Eisenhower Evans Scholarship. Tim holds the Certified Investment Management Analyst designation, administered by the Investment Management Consultants Association and taught in conjunction with the Haas School of Business, at the University of California, Berkeley. The CIMA® professional provides objective investment advice and guidance to both individuals and institutions. As a CIMA® professional Tim has the ability to apply state of the art investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in customizing solutions to their unique circumstances. Most recently, Tim attained the prestigious Morgan Stanley designation of Family Wealth Director. This credential, currently achieved by less than three percent of the Morgan Stanley Financial Advisor population, places Tim in a category of financial advisors who are qualified to service the sophisticated needs of ultra –high net worth clients.
Tim currently resides in Douglas County with his wife, Katy, and their two boys. He is active in his community, having served or currently serving on the Boards of Save Our Youth and Food For Thought Denver. In his leisure time, he enjoys spending time with his family and particularly enjoys skiing, golf and fishing.
With more than 20 years of Wealth management experience, Tim provides personalized advice, investment solutions, and wealth management services to high net worth individuals, business owners and corporate executives. He listens carefully to his clients’ goals, values and concerns and works to make a difference in their lives by providing holistic wealth management services with integrity and a focus on putting his clients’ needs first.
A graduate from the University of Colorado at Boulder with a Bachelor of Science degree in Finance. He was awarded the Eisenhower Evans Scholarship. Tim holds the Certified Investment Management Analyst designation, administered by the Investment Management Consultants Association and taught in conjunction with the Haas School of Business, at the University of California, Berkeley. The CIMA® professional provides objective investment advice and guidance to both individuals and institutions. As a CIMA® professional Tim has the ability to apply state of the art investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in customizing solutions to their unique circumstances. Most recently, Tim attained the prestigious Morgan Stanley designation of Family Wealth Director. This credential, currently achieved by less than three percent of the Morgan Stanley Financial Advisor population, places Tim in a category of financial advisors who are qualified to service the sophisticated needs of ultra –high net worth clients.
Tim currently resides in Douglas County with his wife, Katy, and their two boys. He is active in his community, having served or currently serving on the Boards of Save Our Youth and Food For Thought Denver. In his leisure time, he enjoys spending time with his family and particularly enjoys skiing, golf and fishing.
Securities Agent: WI, MO, CT, MD, MA, CA, AR, NM, CO, TX, NC, TN, IL, SC, OK, NV, NE, GA, FL, AZ, WY, NY, SD, OH, MT, KS, DC, WA, UT, MI, OR, NJ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1272823
NMLS#: 1272823
About Keith R Robinson
Keith is a Senior Vice President of Wealth Management at Morgan Stanley who carries the firm's Family Wealth Director designation, having satisfied a rigorous study and testing program.
This designation further substantiates Keith's 20-plus-years of serving the wealth management needs of his clients, primarily focusing on developing retirement and estate planning strategies for affluent individuals and their families. His practice provides investment advisory and risk management services, corporate cash management solutions, and corporate retirement plan services.
Keith is an alumnus of Colorado State University where he studied business administration with an emphasis on public accounting. He holds the Certified Investment Management Analyst (CIMA)® designation from the University of Pennsylvania's Wharton School of Business. The CIMA® professional designation is awarded to members of good standing for successful completion of a study program that emphasizes the effective combination of theory and practical application of investment portfolio construction. Most recently, Keith has attained the prestigious Morgan Stanley designation of Family Wealth Director. This credential, currently attained by less than four percent of Morgan Stanley advisors, places Keith in a category of advisors who are qualified to service the sophisticated needs of ultra-high net worth clients.
A Colorado native, Keith lives in Centennial with his wife Nancy, and their four children; Andy, Ellie, Grady, & Kate. He stays active coaching many of his childrens' athletic teams and trying to keep up with Nancy on the ski slopes. Keith has served on the Corporate Advisory Board for the Inner City Health Center in Denver & Is currently a member in good standing with the Investment Management Consultants Association.
This designation further substantiates Keith's 20-plus-years of serving the wealth management needs of his clients, primarily focusing on developing retirement and estate planning strategies for affluent individuals and their families. His practice provides investment advisory and risk management services, corporate cash management solutions, and corporate retirement plan services.
Keith is an alumnus of Colorado State University where he studied business administration with an emphasis on public accounting. He holds the Certified Investment Management Analyst (CIMA)® designation from the University of Pennsylvania's Wharton School of Business. The CIMA® professional designation is awarded to members of good standing for successful completion of a study program that emphasizes the effective combination of theory and practical application of investment portfolio construction. Most recently, Keith has attained the prestigious Morgan Stanley designation of Family Wealth Director. This credential, currently attained by less than four percent of Morgan Stanley advisors, places Keith in a category of advisors who are qualified to service the sophisticated needs of ultra-high net worth clients.
A Colorado native, Keith lives in Centennial with his wife Nancy, and their four children; Andy, Ellie, Grady, & Kate. He stays active coaching many of his childrens' athletic teams and trying to keep up with Nancy on the ski slopes. Keith has served on the Corporate Advisory Board for the Inner City Health Center in Denver & Is currently a member in good standing with the Investment Management Consultants Association.
Securities Agent: AL, NV, CT, AR, OR, MN, MA, KS, IL, CO, UT, TX, SC, NY, SD, NJ, MO, MI, GA, PA, OK, ID, NE, MT, WY, NC, CA, DC, WI, OH, NM, FL, AZ, WA, MD, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1326718
NMLS#: 1326718
About Daniel Winckler
As a Financial Advisor at Morgan Stanley, Dan provides financial advice to individuals and their families primarily focusing on asset allocation and investment decisions. Leveraging the firm’s resources, he assists his clients with advice around their financial needs including wealth planning, asset management, and cash management & lending solutions. Prior to joining Morgan Stanley, Dan was a part of the Investment Analyst program with JPMorgan Private Bank in Denver, Colorado.
Dan has worked in financial services industry for over 15 years, building a strong focus on providing high-touch service to clients with honesty and integrity. Dan is a CFA® charterholder, a professional designation bestowed by the CFA Institute on financial and investment professionals who have completed its program of study, passed all three levels of its examinations, met professional requirements, and adhere to their high level of ethical and professional standards.
He graduated from Colorado State University with a BS in Finance and holds FINRA Series 7, 31, 63, & 65 Licenses. He is a member of the CFA Institute and the CFA Society of Colorado. A Colorado native, Dan currently lives in Centennial with his wife, Meghan and children, Ava & Thomas.
Dan has worked in financial services industry for over 15 years, building a strong focus on providing high-touch service to clients with honesty and integrity. Dan is a CFA® charterholder, a professional designation bestowed by the CFA Institute on financial and investment professionals who have completed its program of study, passed all three levels of its examinations, met professional requirements, and adhere to their high level of ethical and professional standards.
He graduated from Colorado State University with a BS in Finance and holds FINRA Series 7, 31, 63, & 65 Licenses. He is a member of the CFA Institute and the CFA Society of Colorado. A Colorado native, Dan currently lives in Centennial with his wife, Meghan and children, Ava & Thomas.
Securities Agent: NV, WY, TN, OR, MA, KS, TX, GA, CO, WI, SD, NJ, MO, OK, NY, AR, NE, MD, MT, OH, CT, CA, SC, MI, UT, AZ, DC, IL, NM, FL, NC, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1272715
NMLS#: 1272715
About Stephanie Stremick
As a Financial Advisor at Morgan Stanley, Stephanie’s mission is to provide exceptional advice by leading with financial planning, where investment goals and objectives are clearly defined and tracked. Using this approach, Stephanie incorporates the firm’s resources like cash management, lending opportunities, and asset management to serve individuals and their families. Prior to joining Morgan Stanley, Stephanie worked at UBS in Los Angeles, California.
She graduated from the University of Southern California with a BS in Business Administration with an emphasis in Finance and a BA in Psychology. Stephanie holds FINRA Series 7 and 66 licenses. She is a CERTIFIED FINANCIAL PLANNER® professional. A Colorado native, she currently lives in Centennial.
She graduated from the University of Southern California with a BS in Business Administration with an emphasis in Finance and a BA in Psychology. Stephanie holds FINRA Series 7 and 66 licenses. She is a CERTIFIED FINANCIAL PLANNER® professional. A Colorado native, she currently lives in Centennial.
Securities Agent: OK, GA, NV, MA, UT, OH, CO, FL, SD, KS, AL, MO, MD, IL, NJ, DE, CA, PA, ID, NY, OR, NE, MN, MI, AR, WI, TX, NM, NC, MT, CT, AZ, DC, WA, TN, WY, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 2369456
NMLS#: 2369456
About Debbie Barbee
Debbie has been in the financial services industry for over 20 years. She is currently a Portfolio Associate and is well versed in wealth management and financial planning. Debbie enjoys helping clients with their service needs and her "can do" approach combined with an always positive attitude make her an invaluable asset to the team. Prior to joining Greenwood Wealth Management, Debbie served as a client associate for a wealth management team in South Texas. She has also worked in the trust department for a regional bank serving clients in Florida and Georgia. Her experience includes investment operations, private banking and assisting with wealth management. She holds a Bachelor of Science degree from Texas A & M University with a concentration in accounting and is a FINRA Registered Representative. Debbie is married and has 3 adult children; Vanessa, Jack, and Sara. She and her husband Jimmy enjoy live music and exploring the Colorado outdoors.
About Norma Hartline
Norma is a Portfolio Associate at Morgan Stanley. Norma has over 35 years of experience servicing clients in the wealth management industry. She joined Morgan Stanley, a predecessor firm to Morgan Stanley Smith Barney in 1987 in our Scottsdale, Arizona office. She moved to Colorado in 2007 and currently resides in Denver with her family. Understanding the importance of customer service as a constant priority, she has been recognized by the firm, serving as coach to her peers and received award for her outstanding service. Norma holds FINRA Series 7, 31, 63 and 66 Licenses
Contact Tim Soderquist
Contact Keith R Robinson
Contact Daniel Winckler
Contact Stephanie Stremick
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Greenwood Wealth Management today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
