Industry Award WinnerMy Mission Statement
"Delegation is not a sign of weakness, but of strength." – Steve Jobs
At Morgan Stanley, I work with clients to enhance their personal wealth.
With over 25years experience advising people on how to get the most out of their money, I find that even the most sophisticated investors lack the time, energy and tools needed to navigate and exploit investment opportunities across today's asset classes and markets.
Typically, that results in portfolios overexposed to a familiar asset class or sector, missing important benefits of diversification and broader growth or income opportunities.
For discerning people, probably much like yourself, collaborating with an experienced Financial Advisor offers not only the opportunity to claw back time and energy but also the peace of mind that a disciplined professional is focused on amplifying your financial outcomes – ensuring your portfolio is designed cost and tax efficiently and frequently realigned to your long-term financial needs and retirement aspirations.
Why Morgan Stanley? The same reasons I choose to work here – the Firm's reputation and vast array of resources, such as portfolio and risk management tools, proprietary research and a comprehensive investment platform designed to help meet your financial needs.
If you find this resonates with your own concerns and aspirations, it would be a privilege to hear from you.
NMLS#: 2593228
International Wealth Management
Part of a global financial legacy that dates back over 150 years, Morgan Stanley is one of the few truly global institutions with the scale, scope and commitment to serve the international investor. We serve among the world's most capitalized institutions, and stand as one of the largest wealth management firms in the world.
Morgan Stanley International Wealth Management (IWM) harnesses the extensive capabilities of the firm to serve investors located outside the United States. Functioning as a specialized group within Morgan Stanley, the New York ABCO Group is staffed by experienced International Client Advisors and managers who understand your welath management needs.
Our international Client Advisors are familiar with the investment challenges and opportunities that are unique to your part of the world, and can recommend highly customized strategies to help you address your specific goals.
Who We Serve
My practice is built on the development of deep and enduring relationships and the delivery of comprehensive wealth management services.
I work with a broad range of clients who value and respect the advice we carefully cultivate for them in seeking the achievement of their goals:
- Simplify their financial life
- Plan for an enjoyable retirement
- Manage risk and protext their family
- Minimize investment related taxes through advanced strategues
- Address long-term health caer needs
- Educate the next generation on how to manage wealth and carry family values forward
- Achieve important philanthropic goals
- Families spanning multiple generations
- Retirees and individuals planning for retirement
- Employees of local utility and power companies
- Referrals from existing clients
Personalized Solutions
From buying a home to rolling over your 401(k) to leaving a lasting legacy, we are here to answer your financial questions and implement the best strategies for your specific goals and circumstances. Here are just some of the questions we help our clients answer every day.
Life is constantly changing. How do I prepare for a more secure future knowing that certain events – like a divorce or a death in the family – can dramatically impact my plans?
Have I saved enough for retirement so I can maintain my current lifestyle without worrying I'll run out of money? What is the best way to re-invest my 401(k) when I get ready to leave my company and retire?
I have assets spread across multiple organizations and platforms. How do I get organized and simplify my financial life?
Life's risks can reveal themselves in many ways – from loss of life to loss of health. How do I protect myself and my family from life's unknowns?
I have so many things I want to do with my life. How can one investment strategy balance them all?
Are my charitable donations having the impact I want them to have?
Given extended life expectancy, how do I make certain I can afford the health services I may need?
The tax decisions you make today can help you save for years to come. Are you prepared?
Client Service Team
Shaun earned an undergraduate degree from the University of North Carolina at Charlotte, and an M.S. degree from Florida State University.
Shaun resides in Charlotte with his wife, Jennifer, and their three children. He is originally from Jacksonville, NC. Outside of work Shaun spends time reading and playing golf. He enjoys participating in school and sports activities of his twin daughters, Avery and Ellie, and his son Patrick. Taking family trips to the beach in eastern NC is a family tradition.
After graduating from College of Charleston with a Bachelor of Science degree in Economics, Chandler relocated to begin his career in Charlotte, NC. He has a Master of Business Administration from the University of South Carolina, and has earned the CFP® designation. The Certified Financial Planner™ certification is considered the industry standard for Wealth Management and Financial Planning.
In his spare time, Chandler enjoys spending time with his growing family, trips to the mountains and playing golf. He and his wife Stacey reside in Charlotte, NC with their two children, Will and Sophie and their dog Rory.
Prior to joining Morgan Stanley, Erik served as an equities trader at Wells Fargo.
He is a graduate of the James Madison University College of Business.
Cindy began her career working for a subsidiary of the Pacific Stock Exchange and has been a member of the financial industry for nearly 30 years. In 1998, she joined Smith Barney as a Client Service Associate and over the next 20+ years continued to take on more and more responsibility. She moved into management, holding the roles of branch administrator, Complex Risk Officer and Business Service Manager. In the height of the pandemic, Cindy had moved to North Carolina where she stepped out of management and took on the role of Portfolio Associate. She has been part of the Morgan Stanley family since 2008. Cindy maintains her FINRA Series 7, 9, 10 and 66.
Growing up near Seattle, Cindy now lives in Mooresville, NC with her husband, Mike, and their two pups, Lu and Pepper. Away from the office, she likes to travel, especially to the crystal blue waters of the Caribbean, enjoys some wine tasting and spending time with friends and family.
Kay holds a bachelor's degree in Finance with a concentration in Financial Planning, and she is licensed with Series 7, 66, and Life & Health certifications. Known for her client-first approach and deep industry knowledge, Kay brings both strategic insight and personal dedication to her work. Outside of the office, Kay enjoys traveling, practicing hot yoga, and spending quality time with her family.
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About Jared M. Bush
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jared began his career in financial services in 2004, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as a Premier Client Manager at Bank of America and as a Licensed Financial Specialist at Wells Fargo.
Jared is a graduate of Slippery Rock University, where he received a Bachelor of Science in Sports Management. He lives in Charlotte, North Carolina with his family. Outside of the office, Jared enjoys playing golf, listening to music, and spending time with family and friends.
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