What Makes You Happy?

Perhaps that seems like a surprising question from a wealth management firm. However, at the Horizon Group at Morgan Stanley, we have a different approach to helping you succeed.

By focusing on happiness, we bring perspective and focus to your financial planning. We then provide results-oriented investment planning and holistic wealth management in service of your goals.

We are a Family Wealth Management team, with a Famiily Wealth Director, a distinction earned by less than 4% of all Morgan Stanley advisors. This distinction is a reflection of the skills and professionalism of the Horizon Group, and insures access to the services and experience necessary to help our clients with all personal, family and intergenerational aspects of their financial lives.

Many of our clients are approaching or have already entered retirement; others are selling a business or dealing with a life-changing transition. These are just some of the times when the skills, experience, and concierge-level service of the Horizon Group make a meaningful difference.
Services Include
  • Planning for Education Funding1
  • Business Planning2
  • Corporate Retirement Plans3
  • Endowments and Foundations4
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Why Clients Choose The Horizon Group

Just as no two clients are alike, different advisors bring different experiences, styles and methods to their practices. At the Horizon Group, our clients appreciate our approach for reasons like these:

A FOCUS ON TRANSITIONS
Many of our clients are facing life events that indicate a change in their financial picture; by helping evaluate how transitions may impact their financial plans, we can help them stay on track toward their goals.

A CASH FLOW BIAS IN INVESTMENTS
With a number of clients either in or near retirement, cash flow becomes an important consideration in investment strategy. We carefully evaluate every recommendation with an eye toward cash flow.

BEHAVIORAL FINANCE STRATEGY
As previously indicated, we view investments as a means to an end, not as a goal in and of themselves. We help you identify, articulate and quantify your goals in terms of happiness, which drives our recommendations and strategies.

A BELIEF IN COLLABORATION
All of our clients are successful people, generally looking to translate a 30 year career into a lifetime of income. Many of them have other advisors they work with; we routinely collaborate with our clients’ lawyers, accountants, tax specialists and other trusted advisors.

CONCIERGE SERVICE
Every financial decision affects every other one; whether you make a major purchase or choose long-term care insurance or want information about selling a business, we want to be the first call you make when confronting a financial decision. We also provide the highest level of service we can for every client.

    Location

    6565 Americas Pkwy NE
    Ste 400
    Albuquerque, NM 87110
    US
    Direct:
    (505) 872-7308(505) 872-7308
    Toll-Free:
    (800) 776-5973(800) 776-5973

    Meet Horizon Group

    About Me

    Ryan leads our team in creating and implementing financial plans for our corporate and individual clients. He has been in the financial services industry since 1996 and is part of an elite group of professionals at the firm with the designation of Family Wealth Director. Ryan is a native of Southern California and moved to New Mexico to play football and further his education at the University of New Mexico. He was an All-Conference athlete and graduated cum laude in economics. Very active in the community, he is past President of the Lobo Club and the Alumni Letterman’s Association of UNM. He currently serves on the Board of Trustees of the UNM Foundation. Ryan and his wife are both proud Alexis de Tocqueville members of the United Way. He is a competitive triathlete and has completed multiple IRONMAN distance races. Ryan enjoys skiing with his wife and two sons; the family is also active in a variety of youth sports and activities.

    505-889-2888
    Securities Agent: TX, NM, CO, WA, VA, UT, TN, SC, OR, OK, OH, NY, NV, NJ, NC, MT, MS, MO, MN, MD, MA, LA, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1279013

    About Me

    Tom focuses on portfolio management and investments to serve our clients’ financial plans. He has been with Morgan Stanley since 2006. Prior to that, he started and ran the Pudge Bros. Pizza franchise and worked with Ben & Jerry’s ice cream franchising in New Mexico. He is a Senior Portfolio Manager and a member of the firm’s Portfolio Management Group. Tom has spent much of his life in New Mexico, graduating from Albuquerque Academy. He attended the University of Pennsylvania, earning a B.S. in economics from the prestigious Wharton School of Business. Tom rowed on the crew team while attending the University. He is the founder of the Penn Alumni Association of New Mexico. Tom and his wife enjoy traveling the world.

    505-872-7308
    Securities Agent: TX, NM, CO, WA, VA, UT, TN, SC, OR, OK, OH, NY, NV, NJ, NC, MT, MS, MO, MN, MD, MA, LA, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1278945

    About Me

    Evan Long, Financial Advisor, engages with clients on service, monitors and manages day to day account activities and ensures clients receive the best experience possible . Evan joined the Horizon Group in December of 2016 as a customer service associate and moved into the advisor role in August of 2017. Born and raised in Santa Fe, New Mexico, Evan relocated to Albuquerque to attend college.  He graduated from University of New Mexico in 2013 with a B.B.A. in marketing from the Anderson School of Management. He joined the finance industry right after graduation working for both AXA Advisors and BBVA Compass before joining Morgan Stanley.  He enjoys snowmobiling, outdoor activities, traveling and spending time with family.  

    505-889-2861
    Securities Agent: NM, WA, VT, VA, UT, TX, TN, SD, SC, PA, OR, OK, OH, NY, NV, NJ, NC, MT, MS, MO, MN, MI, MD, MA, LA, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
    NMLS#: 1352365

    About Me

    Leah Gomez, Portfolio Management Associate, is the team’s operations manager, and is responsible for helping to ensure that our client experience is among the best in New Mexico. She joined Morgan Stanley in 2007, and has been with the Horizon Group since 2010.

    A New Mexico native, Leah graduated magna cum laude from the University of New Mexico with a BA in Finance and Accounting. She then went on to earn her MBA in General Management from the R.O. Anderson School of Management at the University of New Mexico.

    She enjoys spending time with her two sons and being involved in their extracurricular activities.

    About Me

    Born and raised in New Mexico, Justin Cooper Garcia is a charismatic and community oriented team member. He is a recent graduate from the University of New Mexico where he received his Bachelor’s Degree of Business Administration concentrated in International Management and Marketing. After working at Stewart Title for 3 years, Justin joined Morgan Stanley and the team as an Intern. He now serves as the Client Service Associate for the team coordinating events, marketing, and digital engagement with the next generation of clients. He enjoys skiing, Albuquerque sunsets, and Green Chile Cheeseburgers.
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    A Parent's Guide to Talking to Your Kids About Money

    A Parent's Guide to Talking to Your Kids About Money

    Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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    Ready to start a conversation? Contact Horizon Group today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    3Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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