David T Surofchek, CIMA®
Financial Advisor, Managing Director, Wealth Management, Executive Financial Services Director, Alternative Investments Director, Family Wealth Director
Phone:
(719) 577-6308(719) 577-6308
Jason Chao, CFP®, CIMA®
Executive Director, Wealth Management,
Financial Advisor,
Family Wealth Director,
Executive Financial Services Director,
Alternative Investments Director,
Insurance Planning Director,
Senior Portfolio Management Director
Direct:
(719) 577-6310(719) 577-6310
Toll-Free:
(800) 225-1163(800) 225-1163
About Jason
Jason Chao brings the discipline of an elite athlete, the perspective of nearly two decades in financial services, and a deep planning focus to his work with clients. Since beginning his investment career in 2005, Jason has specialized in helping corporate executives, senior leaders, and families navigate the complex financial decisions that often come with equity compensation, concentrated stock positions, executive benefits, and long-term legacy planning.
As an Executive Director, Financial Advisor, Executive Financial Services Director, Portfolio Director, and Family Wealth Director at Morgan Stanley, Jason focuses on financial planning for corporate executives, 10b5-1 plans, concentrated stock strategies, and the transition from a successful career to an impactful retirement. His work is grounded in understanding the unique planning complexities executives face and helping clients make thoughtful decisions designed to support their families, their future, and the legacy they hope to build.
Jason holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Investment Management Analyst® certification, earned through the Yale School of Management. He has also earned Morgan Stanley's Family Wealth Director designation, a rigorous program completed by fewer than 4% of Morgan Stanley Financial Advisors as of December 2022. This designation provides Jason and his team with specialized access to Morgan Stanley's Family Office Resources, supporting their work with ultra-high-net-worth clients and families.
Jason's dedication to clients has earned notable industry recognition. As part of his team, he was recognized on Barron's Top 250 Private Wealth Management Teams in 2026.
Before his career in financial services, Jason developed the work ethic, resilience, and competitive mindset that continue to shape his approach today. He earned his bachelor's degree in English and Writing from Southern Oregon University, where he was a member of the wrestling team and received Academic All-American honors. He later earned his MBA in Finance and Management from the University of Colorado at Colorado Springs.
Jason also trained as an athlete at the Olympic Training Center, competing in Greco-Roman wrestling and participating in the 2004 U.S. Olympic Team Trials. He remains active in the sport by coaching local youth and high school wrestling teams, giving back to the next generation of athletes.
Outside the office, Jason is an avid scuba diver and mountain biker. Whether working with clients, coaching young wrestlers, or exploring the outdoors, he brings focus, energy, and a commitment to excellence to everything he does.
Securities Agent: NH, DE, WY, WA, VT, VA, UT, TX, TN, SD, PA, OR, OK, OH, NY, NV, NM, NJ, NE, ND, NC, SC, MT, MS, MO, MN, MI, ME, MD, WI, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DC, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261831
CA Insurance License #: 0I37653
NMLS#: 1261831
CA Insurance License #: 0I37653
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Complex Wealth Calls for a Connected Approach
As a Morgan Stanley Family Wealth Director, Jason Chao provides access to specialized resources designed to help families navigate the responsibilities and opportunities that come with significant wealth.
**What the Designation Means**The Family Wealth Director designation is held by a select group of Morgan Stanley Financial Advisors with advanced training and experience addressing the complex needs of highly affluent families. For clients, it means access to broader capabilities, specialized professionals and planning that considers the full financial picture.
A Long-Term Partner for Every Chapter
Families change. Priorities shift. Life happens.
I serve as a long-term partner—helping families stay aligned, informed, and prepared through each phase of life.
My goal is simple: to help you make confident decisions today while building a legacy that supports your family for generations to come.
Designations and Awards
Behind every designation and recognition is a commitment to doing the work the right way.
For me, these credentials reflect the time I invest in continuing education, disciplined thinking, and staying current in an ever-evolving industry. More importantly, they support how I serve my clients—bringing thoughtful perspective, informed insight, and a higher standard of care to every relationship.
For me, these credentials reflect the time I invest in continuing education, disciplined thinking, and staying current in an ever-evolving industry. More importantly, they support how I serve my clients—bringing thoughtful perspective, informed insight, and a higher standard of care to every relationship.
Equity Compensation & 10b5-1 Planning
Your equity is more than a workplace benefit.
Stock awards can create meaningful opportunities—and increasingly complex decisions. Jason Chao helps executives and employees understand how their equity compensation, concentrated positions and 10b5-1 plans connect to their broader financial picture.
Bring the different pieces of your equity together.
Whether you are approaching a vesting event, evaluating a concentrated position or exploring a 10b5-1 plan, Jason can help you better understand the considerations involved and how they connect to the rest of your financial life.
If you would like to discuss your equity compensation, please contact Jason to set up a meeting.
Location
121 South Tejon St
Suite 700
Colorado Springs, CO 80903
US
Direct:
(719) 577-6310(719) 577-6310
Toll-Free:
(800) 225-1163(800) 225-1163
Fax:
(719) 473-3940(719) 473-3940
Meet My Team
Scott Martin, CRPS®
Financial Advisor, Senior Vice President, Financial Advisor, Portfolio Management Director, Wealth Management
Phone:
(719) 577-6342(719) 577-6342
Ann Ries, CFP®, CRPS®, CDFA®
Financial Advisor, Senior Vice President, Lending Specialist, Wealth Management
Phone:
(719) 577-6333(719) 577-6333
Jorge Rodriguez, CIMA®, CFS
Financial Advisor, First Vice President, Wealth Management, Executive Financial Services Director, Workplace Advisor - Equity Compensation, Financial Planning Specialist, Alternative Investments Director
Phone:
(719) 577-6318(719) 577-6318
Alexander D. Cole
Financial Advisor, Senior Vice President, Alternative Investments Director, Lending Specialist, Wealth Management
Phone:
(858) 597-7748(858) 597-7748
Kevin Bobrow
Financial Advisor, Vice President, Wealth Management
Phone:
(858) 597-7723(858) 597-7723
Grace Lobato, CRPS®
Financial Advisor
Phone:
(719) 577-6307(719) 577-6307
Stella R. Esparza, CFP®
Financial Advisor
Phone:
(719) 577-6320(719) 577-6320
Jeff Jonasen
Business Development Director, Assistant Vice President
Phone:
(719) 577-6386(719) 577-6386
Lanelle Morin
Group Director
Phone:
(719) 475-3617(719) 475-3617
Evan Kay, CIMA®
Investment Consultant
Phone:
(719) 577-6382(719) 577-6382
Arthur Marsden, CFP®
Registered Client Service Associate
Phone:
(719) 577-6316(719) 577-6316
Riley Schwartzkopf
Registered Client Service Associate
Phone:
(719) 577-6348(719) 577-6348
Terrell Parker
Registered Client Service Associate
Phone:
(719) 577-6316(719) 577-6316
About David T Surofchek, CIMA®
David Surofchek brings the discipline of an elite athlete and the perspective of more than two decades in wealth management to his work with clients. Since joining Morgan Stanley in 2000, David has built a practice focused on helping corporate executives and high-net-worth families navigate the complex financial decisions that come with leadership, concentrated wealth, and long-term legacy planning.
A Managing Director, Financial Advisor, Executive Financial Services Director, and Alternative Investments Director at Morgan Stanley Wealth Management, David focuses on financial planning, alternative investments, and the unique needs of senior executives at Fortune 100 companies. His approach is grounded in deep relationship-building, thoughtful advice, and the trust that comes from understanding both the opportunities and responsibilities his clients face.
David’s work has earned significant industry recognition. He has been named to Forbes Best-In-State Wealth Advisors from 2020 through 2026 and to Barron’s Top 1,200 Financial Advisors: State-by-State from 2021 through 2024. In 2026, he was named to Barron’s Top 1,500 Financial Advisors: State-by-State. As part of Contigo Wealth Management Group at Morgan Stanley, David has also been recognized on Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Before beginning his career in financial services, David distinguished himself as a decorated collegiate wrestler at Ferris State University, where he earned All-American honors in each of his four years of eligibility and finished as national runner-up during his senior season. After college, he spent seven years living at the Olympic Training Center while training for the U.S. Greco-Roman Olympic team and was named an alternate for the 1996 and 2000 U.S. Olympic Greco-Roman wrestling teams.
That same commitment to preparation, resilience, and excellence continues to shape David’s work today. He remains involved with USA Wrestling as a coach, volunteer, and donor, and he and his wife devote much of their time to supporting their three sons in their academic and athletic pursuits.
Source: Forbes.com (Awarded 2020 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
A Managing Director, Financial Advisor, Executive Financial Services Director, and Alternative Investments Director at Morgan Stanley Wealth Management, David focuses on financial planning, alternative investments, and the unique needs of senior executives at Fortune 100 companies. His approach is grounded in deep relationship-building, thoughtful advice, and the trust that comes from understanding both the opportunities and responsibilities his clients face.
David’s work has earned significant industry recognition. He has been named to Forbes Best-In-State Wealth Advisors from 2020 through 2026 and to Barron’s Top 1,200 Financial Advisors: State-by-State from 2021 through 2024. In 2026, he was named to Barron’s Top 1,500 Financial Advisors: State-by-State. As part of Contigo Wealth Management Group at Morgan Stanley, David has also been recognized on Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Before beginning his career in financial services, David distinguished himself as a decorated collegiate wrestler at Ferris State University, where he earned All-American honors in each of his four years of eligibility and finished as national runner-up during his senior season. After college, he spent seven years living at the Olympic Training Center while training for the U.S. Greco-Roman Olympic team and was named an alternate for the 1996 and 2000 U.S. Olympic Greco-Roman wrestling teams.
That same commitment to preparation, resilience, and excellence continues to shape David’s work today. He remains involved with USA Wrestling as a coach, volunteer, and donor, and he and his wife devote much of their time to supporting their three sons in their academic and athletic pursuits.
Source: Forbes.com (Awarded 2020 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: WI, VA, SC, IL, NJ, ND, NC, MI, MD, KY, WY, SD, OK, NY, CT, AR, UT, TX, OR, NM, MS, ME, AL, MT, LA, HI, CO, VT, NV, NE, MO, MN, MA, ID, CA, IA, DE, DC, AZ, OH, KS, GA, WA, PA, IN, FL, TN, NH; General Securities Representative; Investment Advisor Representative; Managed Futures
CA Insurance License #: #0D45755
CA Insurance License #: #0D45755
About Scott Martin, CRPS®
Scott brings more than two decades of financial services experience to his work with clients, combining seasoned guidance with a thoughtful, relationship-driven approach. Since beginning his career in the financial industry in 1999, he has focused on helping clients navigate important financial decisions with clarity, confidence, and a long-term perspective.
Scott holds the Chartered Retirement Plans Specialist™ professional designation, reflecting his experience in retirement planning strategies and his commitment to helping individuals, families, and organizations prepare for the future.
His work has also earned notable industry recognition. Scott was named to Forbes Best-In-State Wealth Advisors in 2026 and, as part of his team, was recognized on Forbes Best-In-State Wealth Management Teams from 2023 through 2026. His team was also named to Barron’s Top 250 Private Wealth Management Teams in 2026.
Outside the office, Scott brings the same energy and discipline to his personal life. Originally from Wisconsin, he swam competitively for the University of Wisconsin–Whitewater, an experience that helped shape his appreciation for preparation, perseverance, and teamwork. Today, Scott lives in Colorado Springs with his wife, Corina, and their two children. An avid outdoorsman, he enjoys hiking, biking, and camping with his family, making the most of Colorado’s natural beauty.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Scott holds the Chartered Retirement Plans Specialist™ professional designation, reflecting his experience in retirement planning strategies and his commitment to helping individuals, families, and organizations prepare for the future.
His work has also earned notable industry recognition. Scott was named to Forbes Best-In-State Wealth Advisors in 2026 and, as part of his team, was recognized on Forbes Best-In-State Wealth Management Teams from 2023 through 2026. His team was also named to Barron’s Top 250 Private Wealth Management Teams in 2026.
Outside the office, Scott brings the same energy and discipline to his personal life. Originally from Wisconsin, he swam competitively for the University of Wisconsin–Whitewater, an experience that helped shape his appreciation for preparation, perseverance, and teamwork. Today, Scott lives in Colorado Springs with his wife, Corina, and their two children. An avid outdoorsman, he enjoys hiking, biking, and camping with his family, making the most of Colorado’s natural beauty.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: IL, NE, IN, CT, CA, SD, OR, MO, AL, WA, OK, CO, VT, TX, TN, MS, UT, MN, WY, MD, ND, NC, OH, WI, MA, NY, KY, NM, ID, HI, IA, KS, FL, MT, GA, AR, SC, PA, NJ, NV, LA, ME, MI, AZ, VA, DC, NH, DE; General Securities Representative; Investment Advisor Representative
CA Insurance License #: # 0I96057
CA Insurance License #: # 0I96057
About Ann Ries, CFP®, CRPS®, CDFA®
Ann brings a thoughtful, relationship-driven approach to helping clients make confident financial decisions at every stage of life. Drawing on her extensive background in organizational leadership, management, and financial services, she works closely with clients to develop strategies designed to support their short and long-term goals.
Since beginning her career with Morgan Stanley in 2005, Ann has focused on delivering comprehensive financial guidance, including investment planning, financial planning, and strategies tailored to life’s major transitions. Her depth of knowledge is reflected in the professional designations she has earned, including the CERTIFIED FINANCIAL PLANNER™ certification in 2014, the Chartered Retirement Plans Specialist™ designation in 2018, and the Certified Divorce Financial Analyst® designation in 2021 from the Institute for Divorce Financial Analysts.
Ann serves as a Senior Vice President and Financial Advisor within Morgan Stanley’s Wealth Management division. Her commitment to leadership and service extends beyond her work with clients. She is a Past President of the Colorado Springs Estate Planning Council and holds a National Social Security Advisor Certificate. Ann earned her Bachelor of Science degree in Accounting from National American University in 1999 and also holds an Associate of Applied Science degree.
Ann’s team has earned notable industry recognition, including being named to Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
A Colorado Springs resident since 1984, Ann is deeply connected to the community she serves. Outside the office, she enjoys spending time outdoors and making memories with family and friends. She is also committed to giving back, regularly volunteering with Care and Share and serving on the Colorado Springs Nursery Centers Foundation Board beginning in January 2024.
Source: Forbes.com (Awarded 2020 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Since beginning her career with Morgan Stanley in 2005, Ann has focused on delivering comprehensive financial guidance, including investment planning, financial planning, and strategies tailored to life’s major transitions. Her depth of knowledge is reflected in the professional designations she has earned, including the CERTIFIED FINANCIAL PLANNER™ certification in 2014, the Chartered Retirement Plans Specialist™ designation in 2018, and the Certified Divorce Financial Analyst® designation in 2021 from the Institute for Divorce Financial Analysts.
Ann serves as a Senior Vice President and Financial Advisor within Morgan Stanley’s Wealth Management division. Her commitment to leadership and service extends beyond her work with clients. She is a Past President of the Colorado Springs Estate Planning Council and holds a National Social Security Advisor Certificate. Ann earned her Bachelor of Science degree in Accounting from National American University in 1999 and also holds an Associate of Applied Science degree.
Ann’s team has earned notable industry recognition, including being named to Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
A Colorado Springs resident since 1984, Ann is deeply connected to the community she serves. Outside the office, she enjoys spending time outdoors and making memories with family and friends. She is also committed to giving back, regularly volunteering with Care and Share and serving on the Colorado Springs Nursery Centers Foundation Board beginning in January 2024.
Source: Forbes.com (Awarded 2020 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: NE, NC, AR, WA, OR, NM, MN, ME, KS, ID, IA, OH, NH, CT, AZ, WI, UT, MI, HI, CO, CA, WY, OK, ND, FL, DE, SD, NY, KY, DC, TX, MO, MA, GA, AL, VA, SC, PA, LA, IL, NV, MD, TN, NJ, MT, MS, IN, VT; General Securities Representative; Investment Advisor Representative
CA Insurance License #: #4154829
AR Insurance License #: #6632018
CA Insurance License #: #4154829
AR Insurance License #: #6632018
About Jorge Rodriguez, CIMA®, CFS
Jorge brings a thoughtful, detail-oriented approach to supporting clients and advisors across the financial planning process. Since joining the team in 2012, he has served in several key roles, giving him a well-rounded perspective on the many moving parts that contribute to a comprehensive client experience.
Today, Jorge focuses on assisting advisors with Executive Financial Services, 10b5-1 planning, and portfolio management. His ability to combine technical knowledge with a client-first mindset helps ensure that individuals and families receive attentive, coordinated support as they work toward their financial goals.
Jorge earned his Bachelor of Science degree in Finance from the University of Colorado. He has also completed the Certified Fund Specialist® designation from the Institute of Business and Finance as well as has earned the Certified Investment Management Analyst® certification from the Yale School of Management, further strengthening his knowledge of investment and portfolio management concepts.
As part of his team, Jorge has contributed to a group recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Outside the office, Jorge is an avid soccer fan and enjoys traveling whenever he has the opportunity. His curiosity, team-oriented mindset, and appreciation for new experiences carry through both his personal life and his professional approach.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Today, Jorge focuses on assisting advisors with Executive Financial Services, 10b5-1 planning, and portfolio management. His ability to combine technical knowledge with a client-first mindset helps ensure that individuals and families receive attentive, coordinated support as they work toward their financial goals.
Jorge earned his Bachelor of Science degree in Finance from the University of Colorado. He has also completed the Certified Fund Specialist® designation from the Institute of Business and Finance as well as has earned the Certified Investment Management Analyst® certification from the Yale School of Management, further strengthening his knowledge of investment and portfolio management concepts.
As part of his team, Jorge has contributed to a group recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Outside the office, Jorge is an avid soccer fan and enjoys traveling whenever he has the opportunity. His curiosity, team-oriented mindset, and appreciation for new experiences carry through both his personal life and his professional approach.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: AZ, SD, MT, FL, VT, OR, NM, NE, ND, MS, MN, ME, KS, IA, HI, DC, NC, KY, GA, CO, TX, CA, TN, PA, IN, IL, DE, CT, AL, WI, NY, MI, OK, OH, NJ, NH, ID, AR, WA, SC, MO, MA, LA, WY, VA, MD, UT, NV; General Securities Representative; Investment Advisor Representative
About Alexander D. Cole
Alexander Cole has built his career around helping individuals navigate the complexities of wealth, with a particular focus on equity compensation and investment strategy. Originally from outside Indianapolis, Alex attended Indiana University, where he earned his Bachelor of Science in 2011 and developed an early interest in the wealth management industry.
He joined Morgan Stanley in 2013 in downtown Chicago, where he began working with stock plan participants and corporate professionals. In 2018, Alex made the decision to relocate to San Diego—an opportunity that expanded his reach and allowed him to further grow his practice.
Since the beginning of his career, Alex has specialized in supporting mid- to senior-level professionals and corporate executives, particularly those navigating stock-based compensation. Through his work with stock plan teams across the country, he helps clients better understand how their equity compensation fits into their broader financial picture, including retirement, tax-efficient investment considerations, and long-term planning. In addition, Alex serves as a lending specialist, helping clients think through liquidity needs as part of their overall financial strategy.
In recognition of his work, Alex was named to the Forbes Best-In-State Next Generation Wealth Advisors list in 2025.
Alex is passionate about continuing his education and staying current on the evolving landscape of wealth management so he can better serve the individuals and families he works with.
Outside of the office, Alex enjoys spending time with his wife, golfing, watching sports, and taking advantage of the California outdoors.
Source: Forbes (Awarded Aug 2025). Data compiled by SHOOK Research LLC based on time period from 3/31/24–3/31/25.
https://www.morganstanley.com/disclosures/awards-disclosure.html
He joined Morgan Stanley in 2013 in downtown Chicago, where he began working with stock plan participants and corporate professionals. In 2018, Alex made the decision to relocate to San Diego—an opportunity that expanded his reach and allowed him to further grow his practice.
Since the beginning of his career, Alex has specialized in supporting mid- to senior-level professionals and corporate executives, particularly those navigating stock-based compensation. Through his work with stock plan teams across the country, he helps clients better understand how their equity compensation fits into their broader financial picture, including retirement, tax-efficient investment considerations, and long-term planning. In addition, Alex serves as a lending specialist, helping clients think through liquidity needs as part of their overall financial strategy.
In recognition of his work, Alex was named to the Forbes Best-In-State Next Generation Wealth Advisors list in 2025.
Alex is passionate about continuing his education and staying current on the evolving landscape of wealth management so he can better serve the individuals and families he works with.
Outside of the office, Alex enjoys spending time with his wife, golfing, watching sports, and taking advantage of the California outdoors.
Source: Forbes (Awarded Aug 2025). Data compiled by SHOOK Research LLC based on time period from 3/31/24–3/31/25.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: GA, AR, VT, UT, SC, RI, MD, ID, MI, LA, OH, NJ, NE, AZ, WV, DC, AL, WI, OR, NM, ND, KY, IA, SD, NH, KS, IN, HI, CT, AK, VA, NY, NC, MO, MN, IL, PA, OK, NV, MT, CO, WA, TX, TN, CA, WY, MS, ME, MA, FL, DE; General Securities Representative; Investment Advisor Representative
CA Insurance License #: #0M32600
CA Insurance License #: #0M32600
About Kevin Bobrow
Kevin is passionate about guiding clients through complex financial decisions with clarity and confidence. With a deep belief in long-term, goal-based planning, he is dedicated to supporting individuals and families in making sound financial choices that can help build wealth for generations to come.
Kevin's father, a financial advisor at Merrill Lynch for 43 years, inspired Kevin to want to become a financial advisor. Kevin grew up understanding the importance of trust and personal connection in financial services. Since beginning his career in financial services in 2016, he has focused on developing customized investment strategies tailored to each client’s specific goals, risk tolerance, and life circumstances.
Clients value Kevin for his accessibility, clarity, and genuine care. He takes the time to ensure every client feels heard and understood—whether they are looking for a clear recommendation or the tools and knowledge to make a decision themselves.
Kevin holds Series 7 and 66 FINRA registrations and is a Certified Plan Fiduciary Advisor (CPFA). He earned his degree in Business Administration with an emphasis in Finance from the University of San Diego.
Outside of the office, Kevin, and his wife Alexandra, enjoy a shared passion for travel, food, and music. They have visited 12 countries together and look forward to continuing their international adventures with their growing family. Kevin's family includes their first child, William, born in September 2024, and their two dogs, Wren (a Rhodesian Ridgeback) and Boga (an Anatolian Shepherd).
A San Diego native, Kevin is actively involved in the community through charity golf tournaments supporting veterans, cancer research, and youth programs, including surf and skate initiatives for homeless children. He also supports the local jazz radio station 88.3. Kevin enjoys NFL football, hot yoga, learning to cook classic ethnic dishes, and exploring off-the-beaten-path travel experiences that expose him to new cultures and ways of life.
Kevin's father, a financial advisor at Merrill Lynch for 43 years, inspired Kevin to want to become a financial advisor. Kevin grew up understanding the importance of trust and personal connection in financial services. Since beginning his career in financial services in 2016, he has focused on developing customized investment strategies tailored to each client’s specific goals, risk tolerance, and life circumstances.
Clients value Kevin for his accessibility, clarity, and genuine care. He takes the time to ensure every client feels heard and understood—whether they are looking for a clear recommendation or the tools and knowledge to make a decision themselves.
Kevin holds Series 7 and 66 FINRA registrations and is a Certified Plan Fiduciary Advisor (CPFA). He earned his degree in Business Administration with an emphasis in Finance from the University of San Diego.
Outside of the office, Kevin, and his wife Alexandra, enjoy a shared passion for travel, food, and music. They have visited 12 countries together and look forward to continuing their international adventures with their growing family. Kevin's family includes their first child, William, born in September 2024, and their two dogs, Wren (a Rhodesian Ridgeback) and Boga (an Anatolian Shepherd).
A San Diego native, Kevin is actively involved in the community through charity golf tournaments supporting veterans, cancer research, and youth programs, including surf and skate initiatives for homeless children. He also supports the local jazz radio station 88.3. Kevin enjoys NFL football, hot yoga, learning to cook classic ethnic dishes, and exploring off-the-beaten-path travel experiences that expose him to new cultures and ways of life.
Securities Agent: AZ, WA, OK, NV, NC, MO, GA, WI, PA, NJ, IA, FL, CA, MT, IL, UT, SC, NE, MA, CT, AR, OH, ID, MI, DC, TX, MN, NY, MD, HI, CO, VA, OR, NM, IN, AL, TN, SD, NH, ME, WY, RI, ND, MS, KY, LA, AK, VT, KS, PR, VI, WV, DE; General Securities Representative; Investment Advisor Representative
About Grace Lobato, CRPS®
Grace brings energy, insight, and a next-generation perspective to her work as a Financial Advisor at Morgan Stanley. With six years of experience in wealth management, she is passionate about helping individuals and families plan with purpose—whether they are building wealth, preparing for major life milestones, or creating a legacy for future generations.
Known for her client-focused approach, Grace emphasizes meaningful relationships, thoughtful strategy, and clear communication. She works closely with clients to develop tailored financial plans that reflect their goals, values, and evolving needs, with a particular focus on next-generation planning and long-term wealth strategies.
Grace holds a Bachelor of Science in Marketing and a Master of Business Administration from Colorado State University–Pueblo. She also holds the Chartered Retirement Plans Specialist™ designation and is a designated professional in equity compensation, further strengthening her ability to support clients through complex planning conversations.
As part of her team, Grace has contributed to a group recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Outside the office, Grace enjoys staying active, exploring the outdoors, and spending quality time with family and friends. Her commitment to connection, preparation, and personal growth carries through both her professional work and her life outside of Morgan Stanley.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Known for her client-focused approach, Grace emphasizes meaningful relationships, thoughtful strategy, and clear communication. She works closely with clients to develop tailored financial plans that reflect their goals, values, and evolving needs, with a particular focus on next-generation planning and long-term wealth strategies.
Grace holds a Bachelor of Science in Marketing and a Master of Business Administration from Colorado State University–Pueblo. She also holds the Chartered Retirement Plans Specialist™ designation and is a designated professional in equity compensation, further strengthening her ability to support clients through complex planning conversations.
As part of her team, Grace has contributed to a group recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Outside the office, Grace enjoys staying active, exploring the outdoors, and spending quality time with family and friends. Her commitment to connection, preparation, and personal growth carries through both her professional work and her life outside of Morgan Stanley.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: WA, HI, WY, WI, WV, RI, LA, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT; General Securities Representative; Investment Advisor Representative
CA Insurance License #: #4190869
CA Insurance License #: #4190869
About Stella R. Esparza, CFP®
Stella brings a fresh perspective, strong technical foundation, and genuine passion for helping clients plan with confidence. She became a Financial Advisor at Morgan Stanley in November 2024, continuing a journey with the firm that began in July 2021 as a Registered Client Service Associate. Her relationship with the Contigo Wealth Management Group began even earlier, when she joined the team as a summer intern in 2018 and 2019.
A proud graduate of the University of Colorado Denver, Stella earned degrees in Finance, Accounting, and Financial Management in May 2021, graduating Summa Cum Laude. During her time at CU Denver, she was actively involved in community outreach programs, including mentoring scholarship recipients—an experience she credits with helping shape who she is today. That commitment to creating opportunity and supporting others continues to guide her work with clients.
In 2024, Stella earned the CERTIFIED FINANCIAL PLANNER® certification, a milestone she considers one of the most rewarding achievements of her career so far. Her approach is thoughtful, relationship-driven, and grounded in helping clients make informed decisions that align with their goals, values, and long-term vision.
As part of the Contigo Wealth Management Group, Stella has contributed to a team recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Outside the office, Stella enjoys spending time with her family and their three Yorkie puppies. As one of four sisters, she likes to say life is never boring. When she is not with family, she is often exploring a new restaurant or relaxing at home with a good novel.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
A proud graduate of the University of Colorado Denver, Stella earned degrees in Finance, Accounting, and Financial Management in May 2021, graduating Summa Cum Laude. During her time at CU Denver, she was actively involved in community outreach programs, including mentoring scholarship recipients—an experience she credits with helping shape who she is today. That commitment to creating opportunity and supporting others continues to guide her work with clients.
In 2024, Stella earned the CERTIFIED FINANCIAL PLANNER® certification, a milestone she considers one of the most rewarding achievements of her career so far. Her approach is thoughtful, relationship-driven, and grounded in helping clients make informed decisions that align with their goals, values, and long-term vision.
As part of the Contigo Wealth Management Group, Stella has contributed to a team recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Outside the office, Stella enjoys spending time with her family and their three Yorkie puppies. As one of four sisters, she likes to say life is never boring. When she is not with family, she is often exploring a new restaurant or relaxing at home with a good novel.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: OH, WI, SC, PA, NH, DE, SD, NY, NE, LA, KY, MD, KS, AL, CO, ME, IA, ND, ID, DC, CA, VA, TX, NM, WY, VT, IL, FL, AZ, TN, IN, HI, GA, AR, OK, NJ, MS, MN, MA, CT, WA, UT, OR, NV, NC, MT, MO, MI; General Securities Representative; Investment Advisor Representative
CA Insurance License #: #4429098
CA Insurance License #: #4429098
About Jeff Jonasen
Jeff brings over two decades of financial services experience to his work with clients, combining leadership, industry knowledge, and a deep understanding of workplace financial wellness. Since beginning his career in 2005, he has helped individuals, plan participants, corporate clients, and financial services teams navigate important financial decisions with clarity and confidence.
Jeff began his career at T. Rowe Price, where he supported retirement plan participants with their 401(k) needs. In 2008, he joined Charles Schwab, where he served in a variety of leadership roles and led multiple business units. Throughout his career, Jeff has guided teams of financial services professionals focused on helping corporate clients and plan participants address their broader financial wellness goals.
Today, Jeff brings that experience to his role with the team, offering a practical, client-centered perspective shaped by years of leadership across the financial services industry. His background allows him to connect strategy with service, helping support thoughtful planning conversations and a strong client experience.
As part of his team, Jeff has contributed to a group recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Jeff earned his bachelor’s degree in Business Administration from Colorado Mesa University and holds FINRA Series 6, 7, 63, 66, 9, and 10 securities licenses.
Outside the office, Jeff is happiest making memories with his wife, Shelly, and their two sons, Ryker and Weston. Together, they enjoy spending time in the mountains fly fishing, biking, hiking, and snowboarding—activities that reflect Jeff’s appreciation for family, adventure, and the outdoors.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Jeff began his career at T. Rowe Price, where he supported retirement plan participants with their 401(k) needs. In 2008, he joined Charles Schwab, where he served in a variety of leadership roles and led multiple business units. Throughout his career, Jeff has guided teams of financial services professionals focused on helping corporate clients and plan participants address their broader financial wellness goals.
Today, Jeff brings that experience to his role with the team, offering a practical, client-centered perspective shaped by years of leadership across the financial services industry. His background allows him to connect strategy with service, helping support thoughtful planning conversations and a strong client experience.
As part of his team, Jeff has contributed to a group recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Jeff earned his bachelor’s degree in Business Administration from Colorado Mesa University and holds FINRA Series 6, 7, 63, 66, 9, and 10 securities licenses.
Outside the office, Jeff is happiest making memories with his wife, Shelly, and their two sons, Ryker and Weston. Together, they enjoy spending time in the mountains fly fishing, biking, hiking, and snowboarding—activities that reflect Jeff’s appreciation for family, adventure, and the outdoors.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
About Lanelle Morin
Lanelle brings more than 22 years of financial services experience to her role, pairing operational excellence with a deeply client-focused approach. Known for her responsiveness, reliability, and attention to detail, she serves as the team’s Service Lead and plays an essential role in helping deliver a smooth, thoughtful, and highly personalized client experience.
As the team’s “concierge” for exceptional service, Lanelle focuses on supporting clients through a wide range of administrative and service needs. Her responsibilities include coordinating team activities, assisting with the development and implementation of client strategies, and helping ensure that each client interaction is handled with care, consistency, and professionalism. She takes pride in building long-term relationships and being a trusted resource clients can rely on through every stage of life.
As part of her team, Lanelle has contributed to a group recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Outside of work, Lanelle is a proud mother to a son who serves as a firefighter in the United States Air Force. She and her husband, Pete, live in Colorado Springs with their two dogs. In her free time, she enjoys reading, hiking, camping, and spending relaxing days at the lake.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
As the team’s “concierge” for exceptional service, Lanelle focuses on supporting clients through a wide range of administrative and service needs. Her responsibilities include coordinating team activities, assisting with the development and implementation of client strategies, and helping ensure that each client interaction is handled with care, consistency, and professionalism. She takes pride in building long-term relationships and being a trusted resource clients can rely on through every stage of life.
As part of her team, Lanelle has contributed to a group recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Outside of work, Lanelle is a proud mother to a son who serves as a firefighter in the United States Air Force. She and her husband, Pete, live in Colorado Springs with their two dogs. In her free time, she enjoys reading, hiking, camping, and spending relaxing days at the lake.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
About Evan Kay, CIMA®
Evan brings a strong technical foundation, service-oriented mindset, and genuine enthusiasm for helping clients and teams succeed. He joined Morgan Stanley in September 2022 as a Client Service Associate, bringing with him valuable experience from his previous role as a tax preparer with Nelson & Company in Colorado Springs.
Evan’s background in accounting, corporate finance, and taxation gives him a detail-driven perspective that supports the team’s commitment to thoughtful planning and exceptional client service. He graduated from Colorado State University in 2018 with dual degrees in Accounting and Corporate Finance, where he was active in both accounting and finance clubs—and made it a personal mission to compete in nearly every intramural sport available. He later returned to Colorado State University in 2019 to earn his Master of Accountancy with a concentration in taxation.
A licensed, non-practicing CPA, Evan is dedicated to applying his knowledge wherever it can best support the team and enhance the client experience. His analytical background, collaborative approach, and willingness to keep learning make him a valuable resource across many aspects of the team’s work.
As part of the Contigo Wealth Management Group, Evan has contributed to a team recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Outside the office, Evan is often studying for his next professional exam, watching his favorite sports teams, or enjoying time on the golf course.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Evan’s background in accounting, corporate finance, and taxation gives him a detail-driven perspective that supports the team’s commitment to thoughtful planning and exceptional client service. He graduated from Colorado State University in 2018 with dual degrees in Accounting and Corporate Finance, where he was active in both accounting and finance clubs—and made it a personal mission to compete in nearly every intramural sport available. He later returned to Colorado State University in 2019 to earn his Master of Accountancy with a concentration in taxation.
A licensed, non-practicing CPA, Evan is dedicated to applying his knowledge wherever it can best support the team and enhance the client experience. His analytical background, collaborative approach, and willingness to keep learning make him a valuable resource across many aspects of the team’s work.
As part of the Contigo Wealth Management Group, Evan has contributed to a team recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Outside the office, Evan is often studying for his next professional exam, watching his favorite sports teams, or enjoying time on the golf course.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
About Arthur Marsden, CFP®
Arthur brings a competitive spirit, disciplined work ethic, and team-first mindset to his role at Morgan Stanley. A former college football player, he understands the importance of preparation, trust, and collaboration—qualities that continue to shape the way he supports clients and works alongside his team.
Arthur holds the CERTIFIED FINANCIAL PLANNER® certification, reflecting his commitment to helping clients approach their financial lives with clarity, structure, and confidence. His planning-focused perspective allows him to support thoughtful conversations around clients’ goals, priorities, and long-term vision.
Originally from Atlanta, Arthur made the move to Colorado Springs to join the team, bringing with him both professional dedication and a genuine desire to build meaningful relationships. As part of his team, Arthur has contributed to a group recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Outside the office, Arthur is a music enthusiast who enjoys playing electric guitar. Whether on the field, with clients, or behind the guitar, he brings energy, focus, and a passion for continuous improvement to everything he does.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Arthur holds the CERTIFIED FINANCIAL PLANNER® certification, reflecting his commitment to helping clients approach their financial lives with clarity, structure, and confidence. His planning-focused perspective allows him to support thoughtful conversations around clients’ goals, priorities, and long-term vision.
Originally from Atlanta, Arthur made the move to Colorado Springs to join the team, bringing with him both professional dedication and a genuine desire to build meaningful relationships. As part of his team, Arthur has contributed to a group recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2023 through 2026.
Outside the office, Arthur is a music enthusiast who enjoys playing electric guitar. Whether on the field, with clients, or behind the guitar, he brings energy, focus, and a passion for continuous improvement to everything he does.
Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
About Riley Schwartzkopf
Riley brings energy, eagerness to learn, and a service-first mindset to her role as a Client Service Associate. She began her journey with the team as a Summer Analyst in 2024 and officially joined full-time after graduating magna cum laude from the University of Oklahoma with a bachelor’s degree in Finance.
In her role, Riley is committed to creating a thoughtful and seamless client experience. She supports clients and advisors with care, responsiveness, and attention to detail, while building lasting relationships grounded in trust and follow-through. Her strong academic background, professionalism, and genuine desire to help others make her a valued part of the team.
As part of her team, Riley has contributed to a group recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2024 through 2026.
Outside of work, Riley is passionate about giving back and actively supports nonprofit organizations and community-focused causes. In her free time, she can often be found hiking, camping, cheering on the University of Oklahoma across every sport, or getting lost in a good book.
Source: Forbes.com (Awarded 2024 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
In her role, Riley is committed to creating a thoughtful and seamless client experience. She supports clients and advisors with care, responsiveness, and attention to detail, while building lasting relationships grounded in trust and follow-through. Her strong academic background, professionalism, and genuine desire to help others make her a valued part of the team.
As part of her team, Riley has contributed to a group recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams from 2024 through 2026.
Outside of work, Riley is passionate about giving back and actively supports nonprofit organizations and community-focused causes. In her free time, she can often be found hiking, camping, cheering on the University of Oklahoma across every sport, or getting lost in a good book.
Source: Forbes.com (Awarded 2024 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
About Terrell Parker
Terrell Parker brings a steady, service-first approach to his role as a Registered Client Service Associate. With a strong focus on organization, responsiveness, and day-to-day client support, Terrell plays an important role in helping ensure the client experience is seamless, consistent, and handled with care.
Behind the scenes, Terrell helps keep the team running smoothly by supporting administrative needs, coordinating client service requests, and helping maintain the high level of attention clients expect. His thoughtful approach, reliability, and commitment to follow-through make him a valuable resource for both clients and colleagues.
As part of his team, Terrell has contributed to a group recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams in 2026.
Terrell’s work reflects a client-first mindset and a commitment to creating a positive experience at every touchpoint. Whether assisting with service needs or helping the team stay organized and responsive, he brings professionalism, consistency, and care to everything he does.
Source: Forbes.com (Awarded 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Behind the scenes, Terrell helps keep the team running smoothly by supporting administrative needs, coordinating client service requests, and helping maintain the high level of attention clients expect. His thoughtful approach, reliability, and commitment to follow-through make him a valuable resource for both clients and colleagues.
As part of his team, Terrell has contributed to a group recognized among Barron’s Top 250 Private Wealth Management Teams in 2026 and Forbes Best-In-State Wealth Management Teams in 2026.
Terrell’s work reflects a client-first mindset and a commitment to creating a positive experience at every touchpoint. Whether assisting with service needs or helping the team stay organized and responsive, he brings professionalism, consistency, and care to everything he does.
Source: Forbes.com (Awarded 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award, Barron's Awarded 2021-2026. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Awards and Recognition
Barron's Top 250 Private Wealth Management Teams
Barron's Top 250 Private Wealth Management Teams Source: barrons.com (Awarded May 2026) Data compiled by Barron's for the period January 2025 - December 2025.
Wealth Management
Global Investment Office
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Jason Chao today.
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.
1Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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 and other legal matters.
3Morgan 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.
4When 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7When 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.
8Morgan 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.
9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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.
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Awards Disclosures | Morgan Stanley
1Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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 and other legal matters.
3Morgan 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.
4When 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7When 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.
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9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
