Our Team at Morgan Stanley Lincoln Branch

About Forrest (Frosty) Anderson

Forrest (Frosty) Anderson grew up in East Lansing, Michigan watching his father coach the Spartan basketball program. When the wins became harder to find in the early 60s, the family made the move to Scottsbluff, Nebraska. While active in high school athletics, he also excelled in the classroom. Frosty made the honor roll every semester and was named to the National Honor Society both his junior and senior year. He was also president of the school’s academic Key Club in 1968.

Final college choices included Stanford and the Air Force Academy, but the lure of the Husker football program won out in the end. Incredible team success made it a most fortunate choice as he was a participant on two National Championship teams during his career. In addition to earning Academic All Big-8 and Academic All American honors at UNL, Frosty was named one of 11 scholar-athletes by the National Football Foundation and Hall of Fame as a senior. He also served the University as co-chair of the student-rights committee, and was Treasurer of the Sigma Chi fraternity house. He earned a bachelor’s degree in Business Administration in December 1973.

Upon entering the business world, he quickly learned the basics of banking at First National Bank of Lincoln while wedging in a short-lived pro-football stint with the New Orleans Saints. In October 1976 he joined Dean Witter, Inc. as a financial advisor and a career in financial services was launched. After accepting the additional responsibilities of Branch Manager in December 2009, Frosty attended the College for Financial Planning in 2011, completing the CFP Certification Professional Education Program. Shortly thereafter, he earned the Certified Financial Planner™ designation in 2012.

Frosty is licensed Series 7/general securities, series 8/branch manager, options/debt, equities, and commodities. He also has a producer’s license in Life and Health Insurance in Nebraska, Iowa, and Missouri.

Married to the former DeEtte Gifford of Fremont, Nebraska, they have two children, Giff and Emily, and 6 grandchildren. Frosty is a 20 year member of the Lincoln YMCA Youth Sports Committee of Management, serving as the Treasurer for the last 10 years. He has now joined the Y’s Board of Directors, and is also a member of the University of Nebraska’s Letterwinner’s Club advisory board. In 2015, he accompanied 20 UNL student athletes on a service project to Guatemala, helping an underprivileged school restore their playground. Previous volunteer activities include running the Lincoln Youth Track Club from 1988 to 2009, Nebraska Association USATF Treasurer 2000-2011, and USATF Junior Olympic Regional Coordinator 1998-2007. Frosty and DeEtte are supporters of Friends of the Lied in Lincoln, and Circles of Giving with the Omaha Performing Arts. In addition to the theater, they enjoy attending Husker athletic contests, youth sports activities of their grandkids, fishing, biking, and running.
Securities Agent: AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, KS, KY, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NY, OK, OR, PA, SD, TX, VA, WA, WI, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1253128

About Anna Steele

Anna Steele began her career in the financial industry in 1999 as a client service associate with the Lincoln Smith Barney office. Over the years she has served as a Consulting Group Analyst, Branch Administrator and was promoted to the Senior Complex Risk Officer position and obtained her First Vice President title with the firm in May of 2013. She has earned a BA in Psychology from Marian University as well as her master’s degree in legal studies from the University of Nebraska Law School.

About Dawn Dries

I am the Business Service Officer for the Omaha and Lincoln offices. I have been in the financial industry since 1997, bringing a wealth of experience to my role. I hold a Bachelor of Science degree in Finance from the University of Nebraska at Omaha. I work in close partnership with the Branch Manager and the Branch Administrator to help successfully run the office and build strong relationships across the Branch, Market and Region.

I started with Morgan Stanley as the Branch Administrator in 2013 and transitioned to the BSO role in 2021. In my current role, I lead, mentor, and supervise a team of support professionals, ensuring that they receive the necessary training development opportunities and recognition to succeed. With a passion for mentoring support professionals and working closely with financial advisors, I am dedicated to providing clients exceptional service.

“As your business partner, my primary goal is to assist you with your business at Morgan Stanley. I will help acquaint you with the tools that you need to be effective and to grow a successful practice.”

About NaVonna Johnson

NaVonna is our Branch Administrator and comes to us with several years of Operations Management and administrative experience.

NaVonna is an innovative, creative, and driven professional with a reputation of successfully optimizing the day-to-day productivity of business needs in a positive, energetic, and efficient manner. She loves the outdoors, traveling with friends and family and reading.

NaVonna has spent many years helping within her local communities and is passionate about seeing people succeed in all they do. She is excited to spend more time with her 8 nieces and nephews.

Interested in a Career at Morgan Stanley?

Financial Advisors

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Experienced Professionals

Leverage your talent, hone your skills and build a career at Morgan Stanley, where our goal is always to deliver first-class business in a first-class way.

Branch Address

1248 O Street
Ste 1100
Lincoln, NE 68508
US
Branch:
(402) 474-2400(402) 474-2400
Toll-Free:
(800) 323-2777(800) 323-2777
Fax:
(402) 474-0384(402) 474-0384
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.

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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.

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

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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.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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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.

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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.

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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.

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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.

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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

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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

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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