Our Story

We are dedicated to providing unparalleled service and resources to our clients driven by top Sales and Trading and Investment Bank global insight and intellectual capital with the feeling of a Boutique family office. My team takes a big picture view to your financial needs. We anticipate and manage risk. It goes far beyond just investment selection and portfolio construction, which is why we serve only a select group of high net worth individuals, families and corporations so we can ensure dedicated service far beyond just the markets.
Services Include
  • Philanthropic Services
  • Sustainable Investing1
  • 401(k) Rollovers
  • Corporate Retirement Plans2
  • Life Insurance3
Securities Agent: NC, TX, SC, NY, MN, GA, CO, AL; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

My Clients

We work with a very select group of ultra-high net worth individuals, families, and corporations.

    Working With You

    Boutique white glove service of a small team coupled with the resources of a global financial powerhouse - a top tier institutional sales and trading platform, research desk, and investment bank. We give our clients premier access, depth, and breadth to products and intellectual capital others cannot.

    I am committed to providing customized strategies suited to your individualized goals. Using a comprehensive wealth management strategy, we analyze your current financial situation and identify and implement strategies that assist you in reaching your personal financial objectives. Typically, people segment their financial needs and are not able to integrate all aspects of their financial health. We coordinate our services with client's CPAs and attorneys to leverage the expertise of various key advisors and ensure a cohesive and integrated relationship for the complex needs of high net worth families and large corporations.

    Step 1: Discovery - A baseline to learn what matters to you, where you currently are, and where you would like to be
    Step 2: Proposal - A customized plan focused on helping achieve your goals with the highest probability of success 
    Step 3: Implementation - A head start to helping accomplish the things in life that are essential to you

      Experience

      Kristan began her career on Wall Street as an Associate in the Morgan Stanley Institutional Securities Group, where she was responsible for fostering senior client relationships between the Firm’s top 200 Sales and Trading and Investment Bank Clients.

      Kristan was also a senior consultant advising C-level executives on strategy and corporate finance so she understands the complex needs executives and business owners are faced with. Kristan also was the Associate Complex Manager for a 12 branch region at Morgan Stanley, helping to manage over 200 Financial Advisors, before starting her own practice.

      She was a Captain in the Air Force for 6 years working in procurement, senior strategy and acquisitions. Kristan is very passionate about supporting and giving back to those who serve.

      She lives in Charlotte with her two daughters, River and Lucca. On her free time she enjoys being very active outdoors, traveling, trying new restaurants and working out. She believes that your financial and physical health is vital to your overall wellness.

      Education: 
      NYU Stern School of Business, M.B.A in Finance and Strategy
      B.S in Biology and Chemistry, University of Colorado Boulder, Cum Laude

        Location

        6805 Morrison Blvd
        Ste 400
        Charlotte, NC 28211
        US
        Direct:
        (704) 442-3458(704) 442-3458
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        Ready to start a conversation? Contact Kristan Vlcek today.
        1The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.

        2Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

        3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

        Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

        The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

        Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

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        *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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