Derrick Jackson, CRPC®
Senior Vice President, Branch Manager
Phone:
(816) 932-7854(816) 932-7854
Morgan Stanley
Kansas City Branch Office
You define success, we help you achieve it
4520 Main St. 8th
Fl
Kansas City, MO 64111
US
Branch:
(816) 932-7800(816) 932-7800
Toll-Free:
(800) 821-6119(800) 821-6119
Branch Manager
Douglas E. AdamsPhone:
(913) 402-5244(913) 402-5244
About Morgan Stanley Kansas City Branch
Our local roots run deep, stretching back over 70 years in the Kansas City market. While our business has evolved and markets have become more complex, our core values remain steadfast— Do the right thing, put our clients first, and strive to do First Class business in a First Class way.
With our global presence and 2 local offices, on the Plaza and in Leawood, our highly skilled Financial Advisors and Support Professionals serve a diverse range of clients, from individual investors and their families to large institutions and privately held and publicly traded companies. Backed by the extensive resources of Morgan Stanley, our financial advisors craft unique, customized strategies tailored to your personalized goals and objectives.
We are local and here to help you, your family, or your business navigate the financial landscape and help achieve your aspirations. Contact us today and we can put you in touch with a local Financial Advisor to discuss your specific needs.
With our global presence and 2 local offices, on the Plaza and in Leawood, our highly skilled Financial Advisors and Support Professionals serve a diverse range of clients, from individual investors and their families to large institutions and privately held and publicly traded companies. Backed by the extensive resources of Morgan Stanley, our financial advisors craft unique, customized strategies tailored to your personalized goals and objectives.
We are local and here to help you, your family, or your business navigate the financial landscape and help achieve your aspirations. Contact us today and we can put you in touch with a local Financial Advisor to discuss your specific needs.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
- Philanthropic GoalsFootnote12
Our Team at Morgan Stanley Kansas City Branch
Mike Gauldin
First Vice President, Business Service Officer
Phone:
(816) 932-7868(816) 932-7868
Katie Arzate
Branch Administrator
Phone:
(816) 932-7873(816) 932-7873
About Derrick Jackson
Derrick Jackson is the Branch Manager for Morgan Stanley’s Kansas City Plaza Branch. As a Branch Manager, Derrick prides himself on cultivating a culture shaped by Morgan Stanley’s core values - Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity & Inclusion, Give Back.
Derrick began his career as a Financial Advisor in 2002 and over the past 10 years has committed to helping advisors and their teams deliver solutions that help people, businesses, institutions, and families manage wealth so they can pursue their financial goals.
Outside of work Derrick enjoys spending time with family, competitive sports, and community involvement. As an advocate for giving back, he volunteers with Blue Valley Rec, Junior Achievement, Urban Financial Services Coalition of Greater Kansas City, Habitat for Humanity, Harvester’s Food Banks, and numerous organizations servicing disadvantaged youth.
Derrick earned an undergraduate degree in economics from Randolph-Macon College and went on to earn his graduate degree from Northeastern University. He holds the Series 7, 66, 9, 10 as well as the applicable insurance licenses and other industry certifications.
Derrick began his career as a Financial Advisor in 2002 and over the past 10 years has committed to helping advisors and their teams deliver solutions that help people, businesses, institutions, and families manage wealth so they can pursue their financial goals.
Outside of work Derrick enjoys spending time with family, competitive sports, and community involvement. As an advocate for giving back, he volunteers with Blue Valley Rec, Junior Achievement, Urban Financial Services Coalition of Greater Kansas City, Habitat for Humanity, Harvester’s Food Banks, and numerous organizations servicing disadvantaged youth.
Derrick earned an undergraduate degree in economics from Randolph-Macon College and went on to earn his graduate degree from Northeastern University. He holds the Series 7, 66, 9, 10 as well as the applicable insurance licenses and other industry certifications.
About Mike Gauldin
Michael R. Gauldin is a First Vice President at Morgan Stanley and serves as the Business Service Officer for the Kansas City Plaza branch. Michael has been in the industry since 1982, when he began working with E.F. Hutton.
In his current role, Michael enjoys applying his problem solving prowess to assist colleagues with resolving issues. Michael strives to lead by example and treat every colleague with respect.
Michael graduated from Missouri State University, where he earned a B.S. degree in finance.
Michael lives with his wife and two dogs in Overland Park, KS. Outside of the office, he enjoys staying active while cycling and golfing.
In his current role, Michael enjoys applying his problem solving prowess to assist colleagues with resolving issues. Michael strives to lead by example and treat every colleague with respect.
Michael graduated from Missouri State University, where he earned a B.S. degree in finance.
Michael lives with his wife and two dogs in Overland Park, KS. Outside of the office, he enjoys staying active while cycling and golfing.
Securities Agent: CA, CO, FL, HI, IA, IL, KS, MI, MO, MT, OR, SC, TX; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
About Katie Arzate
Katie attended the University of Kansas, earning a BA in Psychology. She began her career in the Financial Services industry at UBS, serving as a Branch Administrator and Regional Manager’s Assistant. In 2011, Katie joined Morgan Stanley.
Katie lives in Prairie Village with her husband and son.
Katie lives in Prairie Village with her husband and son.
Interested in a Career at Morgan Stanley?
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Branch Address
4520 Main St. 8th
Fl
Kansas City, MO 64111
US
Branch:
(816) 932-7800(816) 932-7800
Toll-Free:
(800) 821-6119(800) 821-6119
Fax:
(816) 932-7836(816) 932-7836
Details
Our branch offers visitor parking on the South side of the building. You will need to check-in at the first floor lobby desk, and then take the elevator to the 8th floor to our office.
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
12Morgan 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
12Morgan 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024