Senior Vice President, Financial Advisor, Family Wealth Director, Senior Portfolio Manager, Lending Specialist
Phone:
(303) 316-5128(303) 316-5128
Legacy Wealth Management of Cherry Creek at Morgan Stanley
Our Mission Statement
Legacy Wealth Management serves to be a trusted advisor to business owners, executives, and high net worth families. Offering tenured guidance, we deploy capital in meaningful, long-lasting strategies.
Our Story and Services
Building and retaining your assets can be complex. That's why we're committed to establishing long-term and trusted relationships that extend far beyond dollars and cents. By focusing on fewer clients, we are able to nurture each relationship and provide timely solutions that are backed up with experience and personalized service.
Knowing we have a deep understanding of your personal and financial goals, you can be confident that the financial structures and strategies put into place are appropriate for you. With a wealth management strategy in place, you can focus on the real wealth that life has to offer.
Our team understands the value of family and we are committed to providing for yours. We take a holistic approach to wealth management that incorporates every aspect of your life and legacy to come. Our team came together so you wouldn't have to find different professionals to serve your needs.
Knowing we have a deep understanding of your personal and financial goals, you can be confident that the financial structures and strategies put into place are appropriate for you. With a wealth management strategy in place, you can focus on the real wealth that life has to offer.
Our team understands the value of family and we are committed to providing for yours. We take a holistic approach to wealth management that incorporates every aspect of your life and legacy to come. Our team came together so you wouldn't have to find different professionals to serve your needs.
Services Include
- Professional Portfolio ManagementFootnote1
- Financial PlanningFootnote2
- Estate Planning StrategiesFootnote3
- Business Succession PlanningFootnote4
- Alternative InvestmentsFootnote5
- Trust AccountsFootnote6
- Cash Management and Lending ProductsFootnote7
- Philanthropic ManagementFootnote8
- Endowments and FoundationsFootnote9
- Life InsuranceFootnote10
- Long-term Care InsuranceFootnote11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
As your wealth grows, so do the complexities and the resources needed to manage it effectively. We leverage our experience and relationships to deliver innovative strategies that are tailored to your needs. We look forward to speaking with you to understand your challenges, so we may map out a strategy to achieve your goals.
Wealth Management
Wealth management brings all the dimensions of your life together. We listen carefully to understand the connections across your personal life, your family, your career and your legacy goals to develop a comprehensive strategy that is uniquely yours.
Estate Planning
Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset titling and beneficiary designation requirements, incorporating best practices to help enhance results.
Professional Portfolio Management
Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes about investing with careful analysis of the financial markets. Working together, we create a customized strategy that applies long-held investment principles designed to help your assets appreciate appropriately or generate cash-flow or income as you require.
Alternative Investments
Morgan Stanley’s global network affords us the ability to offer appropriate clients a wide array of alternative investments to consider – from Private Equity and REITs to Hedge Funds and Private Credit. Our recommendations are based on your own goals and your tolerance for investment risk.
Morgan Stanley's resources and reputation provide unique sourcing, information and value-creation advantages. We avoid segments where we believe the competition for alpha is high, the supply of capital is abundant and the potential to deliver differentiated strategies and investment opportunities is low
Morgan Stanley's resources and reputation provide unique sourcing, information and value-creation advantages. We avoid segments where we believe the competition for alpha is high, the supply of capital is abundant and the potential to deliver differentiated strategies and investment opportunities is low
Cash Management
Creating adequate cash flow and securing liquidity are the day-to-day aspects of implementing a financial strategy. We help you meet your personal cash management and borrowing needs, while thinking strategically about how specific approaches may affect current and long-term costs and taxes.
Financial Planning
Using a combination of tools including goal-specific analysis, we can work with you to create a realistic, thorough strategy integrating the various aspects of your financial life, including your investments and cash management needs.
Leaving Your Legacy
Dedicated to doing first class business in a first class way, we provide access to the vast resources of a global financial leader with the personalized attention of an exclusive wealth management boutique.
Focused specifically on the needs of entrepreneurs, executives, families and family offices, we help you protect and grow your assets, enhance your lifestyle and create an enduring legacy.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Focused specifically on the needs of entrepreneurs, executives, families and family offices, we help you protect and grow your assets, enhance your lifestyle and create an enduring legacy.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Trust, Tax, and Estate Planning Strategy
Personalized planning to help you secure an enduring legacy: Harness our specialized resources in trust and estate planning, family governance, wealth education, family office management and philanthropy management.
Philanthropy
Want to support community that brought you up? Or maybe a foundation for a cause you believe in? What if you have questions about how an IRA Qualified Charitable Distribution works?
Either way, we are here to help you achieve your goals in giving back.
Either way, we are here to help you achieve your goals in giving back.
Talking to Your Kids About Money
Affluent parents have struggled with how to speak to their children about family wealth. Here’s how to focus those conversations toward meaningful ends.
Modern Wealth Management Tools
Technology is centered on how people communicate, consume, transact and travel. Our comprehensive suite of digital tools is designed to help enhance virtually every aspect of your financial life. These tools will make your life easier, inform your financial decisions better, and help us see your whole financial picture so you get the best advice possible.
Digital Vault
Digital Vault lets you easily manage and share your important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings.
All files are scanned for viruses and malware and are encrypted while transferred and stored. Access is limited to you and anyone you designate
All files are scanned for viruses and malware and are encrypted while transferred and stored. Access is limited to you and anyone you designate
Total Wealth View
Add your external 401K, checking/savings, brokerage accounts and more to Morgan Stanley Online to see your finances all in one place.
By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Portfolio Risk Platform
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Cybersecurity
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity. Features include paperless documents, bill pay and secure account management.
Total Wealth View
With this service, you can view all your investments together – whether they are held at Morgan Stanley or elsewhere. When you add your external 401(k), as well as your checking, savings and brokerage accounts to this portal, all your assets will be in one place, providing a current and comprehensive view of your wealth.
Working With You
As your dedicated wealth management team, our role is to tailor a personalized financial strategy which fits your needs. In our experience working with clients, we have developed a step-by-step approach to service:
Discovery Process
We take the time to fully understand you and your family - whether you're planning for retirement, purchasing a home, or living out your golden years - we consider all of your challenges, goals, and aspirations when building your financial picture.
Forming Your Strategy
Using your life goals as our compass, we create a risk-balanced strategy which maps a clear path to helping achieve your success.
Implementing Your Plan
We apply extensive research and analysis, and also utilize Morgan Stanley's full suite of resources, to help ensure swift decisive action in virtually all market scenarios.
Measuring Your Success
We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.
Location
3033 East 1st Avenue
Suite 820
Denver, CO 80206
US
Direct:
(303) 316-5100(303) 316-5100
Meet Legacy Wealth Management of Cherry Creek
First Vice President, Wealth Management, Financial Advisor, Alternative Investments Director, Senior Portfolio Manager
Phone:
(303) 316-5140(303) 316-5140
Phone:
(303) 316-5118(303) 316-5118
Phone:
(303) 316-5149(303) 316-5149
Tanisha Simon
Wealth Management Associate
Phone:
(303) 316-5158(303) 316-5158
Andrea Saenz
Phone:
(303) 316-5117(303) 316-5117
About Steven S Murray
Steven S. Murray is a Senior Vice President and Financial Advisor with Morgan Stanley and carries the firm’s Family Wealth Director and Senior Investment Management Consultant designations, having satisfied rigorous accreditation and continuing education requirements.
With more than 35 years of wealth management experience, Steven provides highly customized advice, investment solutions, and wealth management services to high-net-worth individuals, business owners, foundations and endowments. He listens carefully to his clients’ goals, values and concerns and works tirelessly to make a difference in their lives by providing holistic wealth planning services with passion and integrity.
A graduate of Colorado State University with a Bachelor of Science degree in Business, Steven has continued to invest in his education throughout his long and rewarding career at Morgan Stanley. In 1995, he earned the designation, Senior Investment Management Consultant, awarded by the Consulting Group, the managed money unit of Morgan Stanley. Most recently, Steven attained the prestigious Morgan Stanley designation of Family Wealth Director. This credential, achieved by less than five percent of the Morgan Stanley Financial Advisor population, places Steven in a category of financial advisors who are qualified to service the sophisticated needs of ultra-high net worth clients.
Steven currently resides in Denver with his wife, Christine. They have two daughters, Danielle and Lauren. In his leisure time, he enjoys skiing, fishing and travel.
With more than 35 years of wealth management experience, Steven provides highly customized advice, investment solutions, and wealth management services to high-net-worth individuals, business owners, foundations and endowments. He listens carefully to his clients’ goals, values and concerns and works tirelessly to make a difference in their lives by providing holistic wealth planning services with passion and integrity.
A graduate of Colorado State University with a Bachelor of Science degree in Business, Steven has continued to invest in his education throughout his long and rewarding career at Morgan Stanley. In 1995, he earned the designation, Senior Investment Management Consultant, awarded by the Consulting Group, the managed money unit of Morgan Stanley. Most recently, Steven attained the prestigious Morgan Stanley designation of Family Wealth Director. This credential, achieved by less than five percent of the Morgan Stanley Financial Advisor population, places Steven in a category of financial advisors who are qualified to service the sophisticated needs of ultra-high net worth clients.
Steven currently resides in Denver with his wife, Christine. They have two daughters, Danielle and Lauren. In his leisure time, he enjoys skiing, fishing and travel.
Securities Agent: NC, PA, MI, CT, NM, NE, IL, WA, NY, MO, AL, OH, FL, NV, CA, OK, ME, IA, SD, WI, UT, TX, KS, AZ, WY, MT, MN, AR, SC, ID, CO, MA, NJ; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1290622
NMLS#: 1290622
About Sean K O'Kelly
Sean graduated from Principia College in 1989 with a BA in Economics and Business Administration. Starting in the financial advisory industry in 1994, he has had the chance to work closely with many wonderful and talented people. After working for the same firm for eight years and having gone through four mergers and name changes, he moved his practice to Morgan Stanley in 2002.
Over the years Sean has continued to develop his professional education through various continuing education programs including the College for Financial Planning’s Chartered Retirement Planning Counselor program, Morgan Stanley’s Portfolio Manager Program and the Financial Planning Specialist Program.
Sean's primary role on the team is to build tax-efficient global portfolios, provide ongoing due diligence and monitoring of these portfolios, and oversee their client's asset management advisory solutions.
Sean resides in Arvada, Colorado with his wife, Teresa. They enjoy cooking together and many other outdoor activities.
Over the years Sean has continued to develop his professional education through various continuing education programs including the College for Financial Planning’s Chartered Retirement Planning Counselor program, Morgan Stanley’s Portfolio Manager Program and the Financial Planning Specialist Program.
Sean's primary role on the team is to build tax-efficient global portfolios, provide ongoing due diligence and monitoring of these portfolios, and oversee their client's asset management advisory solutions.
Sean resides in Arvada, Colorado with his wife, Teresa. They enjoy cooking together and many other outdoor activities.
Securities Agent: NC, KS, ID, AL, OH, CT, AR, WI, OK, ME, WY, NJ, MN, AZ, SC, MI, NM, MA, IL, CO, UT, NY, MS, MO, GA, WA, SD, NV, FL, CA, TX, PA, NE, MT; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1312661
NMLS#: 1312661
About Nicholas D Phillips
Nick Phillips began his investment career in 2017 with Morgan Stanley as an intern and became a Financial Advisor in 2018. Nick's area of focus is financial planning for the Legacy Wealth Management team.
Nick focuses on financial planning to identify goals and help accomplish them strategically. Positioning your financial roadmap at the center of your strategy, Nick helps clients prepare and navigate times of change.
Nick knows what it means to be part of a family as he comes from a big Greek one himself. A native of Denver, Nick graduated from DU where he majored in Finance and Marketing, and won a National Championship in lacrosse with the Pioneers, Nick's passions lie in coaching and mentoring members of his community and maintaining an active lifestyle. Nick understands what it means to get to know the whole person and believes it is the people, not the products that make the difference.
Nick focuses on financial planning to identify goals and help accomplish them strategically. Positioning your financial roadmap at the center of your strategy, Nick helps clients prepare and navigate times of change.
Nick knows what it means to be part of a family as he comes from a big Greek one himself. A native of Denver, Nick graduated from DU where he majored in Finance and Marketing, and won a National Championship in lacrosse with the Pioneers, Nick's passions lie in coaching and mentoring members of his community and maintaining an active lifestyle. Nick understands what it means to get to know the whole person and believes it is the people, not the products that make the difference.
Securities Agent: AR, WI, PA, CA, AZ, OK, NJ, MN, IA, VA, KS, MO, CT, AL, SD, OH, NV, TX, MA, WY, NC, IL, FL, NY, MI, ID, WA, NM, NE, MT, CO, UT, SC, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 2091580
NMLS#: 2091580
About Danielle M Barnard
Danielle first began her career in the financial industry in 2019 as a summer intern for R.W. Baird and became a Financial Advisor after graduating from Washington and Lee University in 2020.
While attending Washington and Lee University, Danielle was a member and captain of the Women’s Varsity Lacrosse team. As a former student athlete, she knows how important it is to have a strong work ethic, develop meaningful relationships, and prioritize effective communication.
As a Financial Advisor, Danielle can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, she can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Outside of the office, Danielle enjoys spending time outdoors with her husband, Drew. They can often be found on the slopes skiing or wading in a river fly fishing. Danielle is also passionate about coaching the next generation of lacrosse players in her local community.
While attending Washington and Lee University, Danielle was a member and captain of the Women’s Varsity Lacrosse team. As a former student athlete, she knows how important it is to have a strong work ethic, develop meaningful relationships, and prioritize effective communication.
As a Financial Advisor, Danielle can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, she can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Outside of the office, Danielle enjoys spending time outdoors with her husband, Drew. They can often be found on the slopes skiing or wading in a river fly fishing. Danielle is also passionate about coaching the next generation of lacrosse players in her local community.
Securities Agent: UT, AZ, MT, CT, CO, IL, WA, SC, NJ, NC, IA, WY, SD, NE, MO, NY, MN, MA, AR, TX, OK, ID, FL, WI, PA, NV, NM, ME, OH, MI, KS, CA, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 2183185
NMLS#: 2183185
About Tanisha Simon
Drawing on more than 20 years of experience at Morgan Stanley, Tanisha provides a wide range of operational and administrative support services for the Legacy Wealth Management Team's clients. Her many responsibilities include account opening, fund transfers and distributions, the preparation of client reports, and general account maintenance. Tanisha is passionate about delivering unsurpassed client service and is always available to answer client's questions and assist them in a wide range of services from statement queries to online account access. Being fully licensed, Tanisha is also able to help clients with trades.
Prior to working with the Legacy Wealth Management Team, Tanisha worked in Morgan Stanley's Denver Tech Center branch, where she began her career with the firm in 1996. As a Portfolio Associate there, she was responsible for working directly with clients, anticipating their specific needs and delivering upon them with excellent care. Tanisha currently holds the Series 7 and 66 licenses.
Tanisha and her husband recently moved to Cherry Creek, Colorado. In her spare time, she enjoys reading, spending time with friends and travelling.
Prior to working with the Legacy Wealth Management Team, Tanisha worked in Morgan Stanley's Denver Tech Center branch, where she began her career with the firm in 1996. As a Portfolio Associate there, she was responsible for working directly with clients, anticipating their specific needs and delivering upon them with excellent care. Tanisha currently holds the Series 7 and 66 licenses.
Tanisha and her husband recently moved to Cherry Creek, Colorado. In her spare time, she enjoys reading, spending time with friends and travelling.
About Andrea Saenz
Andrea has recently begun her journey into Finance. She graduated from University of Colorado Boulder in 2023 with a degree in Finance and Business Administration and joined Morgan Stanley in 2024. With previous experience as an intern, she has developed a strong foundation in assisting clients.
Her primary responsibilities include administrative support to Legacy Wealth Management clients. She is dedicated to ensuring smooth and efficient operations while continuing to grow her expertise in the financial service industry. Andrea currently holds the Series 7.
Andrea is a Colorado native. In her free time, she enjoys reading, hiking, and trying new restaurants with family and friends.
Her primary responsibilities include administrative support to Legacy Wealth Management clients. She is dedicated to ensuring smooth and efficient operations while continuing to grow her expertise in the financial service industry. Andrea currently holds the Series 7.
Andrea is a Colorado native. In her free time, she enjoys reading, hiking, and trying new restaurants with family and friends.
Contact Steven S Murray
Contact Sean K O'Kelly
Contact Nicholas D Phillips
Contact Danielle M Barnard
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Carrie Wayment
Associate Private Banker
Matt Stotler
Private Banker
Matt Parkin, CFP®, CWS®, CTFA®
Financial Planning Director, Vice President
Sean Lavin
Trust Specialist
Elizabeth Chand
Family Office Resources Generalist
About Carrie Wayment
Carrie Wayment is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Colorado, Wyoming, and Utah.
Associate Private Bankers partner with Private Bankers and 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.
Carrie began her career in financial services in 2010, when she joined Morgan Stanley as an Administrative Assistant. In 2014, she was promoted to Associate Private Banker.
Carrie is a graduate of the University of Utah, where she received a Bachelor of Science in Recreation and Leisure Studies. She lives in Salt Lake City, Utah. Outside of the office, Carrie volunteers at the Utah Refugee Center teaching refugee women how to sew. She is on the board of directors for Interwoven, a non-profit helping women hone their sewing skills for job placement. She also enjoys knitting, quilting, traveling, working in her yard and watching college football and basketball games.
Associate Private Bankers partner with Private Bankers and 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.
Carrie began her career in financial services in 2010, when she joined Morgan Stanley as an Administrative Assistant. In 2014, she was promoted to Associate Private Banker.
Carrie is a graduate of the University of Utah, where she received a Bachelor of Science in Recreation and Leisure Studies. She lives in Salt Lake City, Utah. Outside of the office, Carrie volunteers at the Utah Refugee Center teaching refugee women how to sew. She is on the board of directors for Interwoven, a non-profit helping women hone their sewing skills for job placement. She also enjoys knitting, quilting, traveling, working in her yard and watching college football and basketball games.
NMLS#: 1166865
About Matt Stotler
Matt Stotler is a Private Banker serving Morgan Stanley Wealth Management offices in Colorado.
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.
Matt began his career in financial services in 1987 with Bank of America, and joined Morgan Stanley in 2016 as a Private Banker. Prior to joining the firm, he was a Regional Manager at Merrill Lynch. He also served as a Private Client Manager with U.S. Trust.
Matt is a graduate of California State University, where he received a Bachelor of Arts in Business Administration and a minor in Spanish. He currently lives in Parker, Colorado. Outside of the office, Matt enjoys playing and coaching soccer, as well as spending time hiking, camping and biking with his 3 daughters.
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.
Matt began his career in financial services in 1987 with Bank of America, and joined Morgan Stanley in 2016 as a Private Banker. Prior to joining the firm, he was a Regional Manager at Merrill Lynch. He also served as a Private Client Manager with U.S. Trust.
Matt is a graduate of California State University, where he received a Bachelor of Arts in Business Administration and a minor in Spanish. He currently lives in Parker, Colorado. Outside of the office, Matt enjoys playing and coaching soccer, as well as spending time hiking, camping and biking with his 3 daughters.
NMLS#: 643938
About Matt Parkin
Matt Parkin is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Colorado overseeing office locations Colorado, Wyoming and Utah. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Matt began his career in financial services in 2008 and joined Morgan Stanley in 2021. Prior to his current position, he was a financial planner for the Wealth Strategies Group with Charles Schwab Corporation.
Matt attained his undergraduate degree from the University of Denver and an MBA in Finance and Accounting from Regis University. Matt holds his CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist® designations. Matt lives in Denver, Colorado. Outside of work, Matt enjoys spending time with his family and staying active outside. Matt is an avid golfer and volunteers at the First Tee Program.
Matt began his career in financial services in 2008 and joined Morgan Stanley in 2021. Prior to his current position, he was a financial planner for the Wealth Strategies Group with Charles Schwab Corporation.
Matt attained his undergraduate degree from the University of Denver and an MBA in Finance and Accounting from Regis University. Matt holds his CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist® designations. Matt lives in Denver, Colorado. Outside of work, Matt enjoys spending time with his family and staying active outside. Matt is an avid golfer and volunteers at the First Tee Program.
About Sean Lavin
Sean is a Regional Trust Specialist for Morgan Stanley based in Los Angeles. He is responsible for supporting Private Wealth Advisors and their clients’ legal counsel in developing trust and fiduciary solutions for families, institutions and charities. Sean works closely with clients and their legal and strategic advisors to help educate them on appropriate trust vehicles designed to meet the clients’ specific goals and objectives. Sean also provides advice on how to utilize the fiduciary services available through the Morgan Stanley’s comprehensive third party trustee platform that is available to clients.
Sean joined Morgan Stanley in 1999 including several years as a Senior Vice President and Regional Trust Specialist with Smith Barney and Citi Trust. Prior to then, Sean was a Senior Trust Officer with Merrill Lynch / Bank of America.
Sean graduated from the University of Southern California with a bachelor’s degree in business administration and received his master’s degree in business administration from the UCLA Anderson School of Management. Sean holds the Certified Financial Planner and Certified Trust and Financial Advisor designations and is Series 7 and 66 licensed.
Sean joined Morgan Stanley in 1999 including several years as a Senior Vice President and Regional Trust Specialist with Smith Barney and Citi Trust. Prior to then, Sean was a Senior Trust Officer with Merrill Lynch / Bank of America.
Sean graduated from the University of Southern California with a bachelor’s degree in business administration and received his master’s degree in business administration from the UCLA Anderson School of Management. Sean holds the Certified Financial Planner and Certified Trust and Financial Advisor designations and is Series 7 and 66 licensed.
About Elizabeth Chand
Elizabeth Chand leads the Family Office Resource Generalist team and also covers the Central Region. As a FOR Generalist Elizabeth provides specialized expertise to Financial Advisors and their UHNW clients, educating and advising across a broad spectrum of family wealth management concerns, including family legacy and governance, customized wealth education for the next generation, lifestyle advisory and concierge services, strategic estate and financial planning, and philanthropy management.
Most recently, Elizabeth worked with New York Life in their Advanced Planning Group. She worked with agents and their UHNW clients to advise them on issues of estate and legacy planning as well as business succession planning. Prior to New York Life she ran a boutique estate planning law firm in Southern California working with high net worth families and businesses. Her practice focused exclusively on trusts and estates, probate, trust administration and tax. She has over 15 years of experience as an attorney representing individuals and business clients in connection with the development and implementation of sophisticated estate planning strategies and techniques.
Elizabeth holds a Bachelor of Arts and Master of Science degrees from the University of Pennsylvania and her J.D. degree from Chapman University School of Law where she graduated Cum Laude. Elizabeth also holds her Series 7, 66 and 24 securities licenses. Elizabeth lives in the Dallas, TX area with her husband, four daughters and dog Zoe.
Most recently, Elizabeth worked with New York Life in their Advanced Planning Group. She worked with agents and their UHNW clients to advise them on issues of estate and legacy planning as well as business succession planning. Prior to New York Life she ran a boutique estate planning law firm in Southern California working with high net worth families and businesses. Her practice focused exclusively on trusts and estates, probate, trust administration and tax. She has over 15 years of experience as an attorney representing individuals and business clients in connection with the development and implementation of sophisticated estate planning strategies and techniques.
Elizabeth holds a Bachelor of Arts and Master of Science degrees from the University of Pennsylvania and her J.D. degree from Chapman University School of Law where she graduated Cum Laude. Elizabeth also holds her Series 7, 66 and 24 securities licenses. Elizabeth lives in the Dallas, TX area with her husband, four daughters and dog Zoe.
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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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.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Legacy Wealth Management of Cherry Creek today.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan 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.
4Morgan 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.
5Alternative 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.
6Morgan 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.
7Morgan 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
8Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
9Morgan 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.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), 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.
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.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan 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.
4Morgan 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.
5Alternative 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.
6Morgan 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.
7Morgan 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
8Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
9Morgan 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.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), 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.
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.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
