Phone:
(817) 948-2600(817) 948-2600
Morgan Stanley Private Wealth Management
MacNamara & Monty Group
Direct:
(817) 948-2600(817) 948-2600
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
WELCOME
As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Our Clients
Our approach to advising clients is comprehensive. It involves investments, of course, but it goes far beyond to encompass virtually every dimension of your financial life. Specifically, you can look to us for advice and guidance to help you with:
Financial Planning
• Saving & Investment Strategies
• Estate & Multi-Generational Planning
• Tax Minimizing Strategies
• Net Worth & Risk Analysis
Financial Planning• Estate & Multi-Generational Planning
• Tax Minimizing Strategies
• Net Worth & Risk Analysis
Investment Management
• Discretionary Portfolio Management
• Alternative & Private Investments
• Structured Investments
• ESG Sustainable Investments
Investment Management• Alternative & Private Investments
• Structured Investments
• ESG Sustainable Investments
Trust and Estate Planning
• Wealth transfer strategies
• Intergenerational needs
• Trust and Estate Professionals
• Philanthropy
Trust and Estate Planning• Intergenerational needs
• Trust and Estate Professionals
• Philanthropy
Risk Management
• Aladdin Portfolio Review
• Hedging strategies
• Interest Rate Risk Management
• Creditor Protection Strategies
Risk Management• Hedging strategies
• Interest Rate Risk Management
• Creditor Protection Strategies
Philanthropy Management
• Charitable Lead Trusts
• Family Foundations
• Donor-Advised Funds
• Qualified Charitable Distributions
Philanthropy Management• Family Foundations
• Donor-Advised Funds
• Qualified Charitable Distributions
Morgan Stanley at Work
• Equity Compensation
• 10b5-1 Plan
• Employee Stock Plan (ESPP, RSU, PSU, ISO, NQSO)
• Equity Award Analysis
MS at Work• 10b5-1 Plan
• Employee Stock Plan (ESPP, RSU, PSU, ISO, NQSO)
• Equity Award Analysis
Start Your Guidance
Do you find yourself looking for advice in any of these categories? Speak to our team to see how we can help you.
Working With You
Our clients look to us for advice that includes their investments but goes far beyond to encompass estate planning, insurance, lending strategies and other dimensions of their financial lives. That is why we employ a comprehensive financial planning approach that consists of the following steps:
Step 1: Initial Call
An Initial Call in which we’ll discuss what you hope to get from a relationship with us. We’ll ask you about your previous experiences with Financial Advisors or on your own. And we’ll discuss what you perceive to be your major objectives and potential obstacles to achieving them.
Step 2: Discovery Meeting
A Discovery Meeting in which we will take inventory of your finances and what you want your wealth to accomplish. We’ll identify your goals, attempt to quantify their cost and determine whether you have the resources to achieve them within your required timeframe.
Step 3: Plan Presentation
A Plan Presentation Meeting in which we’ll present your financial plan and the strategies it suggests for filling any gaps between your goals and resources. Your plan will contain an asset allocation based on the size of those gaps and your risk tolerance.
Step 4: Plan Implementation
Plan Implementation that involves brings your plan to life. This may entail additional consultation with Morgan Stanley professionals who focus on estate planning, lending strategies and other disciplines relevant to your situation. It will also involve the development of a personalized investment strategy.
Step 5: Ongoing Evaluation
Ongoing Evaluation to help us determine whether you are proceeding toward your financial destination as anticipated. We monitor your performance on an ongoing basis and may alter our strategies to accommodate changing circumstances in your life or trends in the financial markets.
Next Steps...
If this sounds like what you need to help gain confidence in your financial life and you’re ready to explore what that could look like, let’s schedule a time for a 30-minute connection conversation.
Financial Planning
Goals you set today will evolve over time. Our process is designed to evolve with them - and with the changing circumstances of your life. Holistic in its approach, our planning process will encompass all the elements of your financial and personal life, making sure they align with your current and future goals.
Tax Management Services
Learn how Morgan Stanley Tax Management Services can help efficiently manage your capital gains with a complimentary and fully personalized experience.
Tax Management Services
LifeView Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
LifeView Intelligent Planning
CashPlus: A Modern Alternative to Banking
With a CashPlus brokerage account, you can manage your cash and get more value, more protection, and a seamless digital experience. Contact me to discuss or click here. Terms apply.
CashPlus: A Modern Alternative to Banking
Intelligent Withdrawals
Intelligent Withdrawal gives us the ability to look across multiple accounts and products to identify the right combination of securities and tax lots to sell so you can help meet spending needs while making the most out of your hard-earned money.
Intelligent Withdrawals
Total Wealth View
It’s hard to see the complete picture with only half of the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions in one location to give you and your financial advisor a full picture of your financial wealth and health.
Total Wealth View
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Digital VaultLocation
3230 Camp Bowie Blvd
Suite 625
Fort Worth, TX 76107
US
Direct:
(817) 948-2600(817) 948-2600
Meet MacNamara & Monty Group
Phone:
(817) 940-9117(817) 940-9117
Matthew Valero
Client Service Associate
Phone:
(682) 233-7189(682) 233-7189
About Me
Jeremiah MacNamara is an Executive Director in the Fort Worth office of Morgan Stanley Private Wealth Management. Jeremiah works with individuals & their families to develop and execute integrated wealth plans that align with each client’s individualized financial, legacy, and philanthropic goals. He coordinates the professional resources of the firm to design and implement tailored strategies with advice around preserving and growing wealth, specialized lending and banking, trust and estate planning, pre-liquidity planning, and wealth transfer.
With 18 years of experience, Jeremiah has a diverse background in wealth management from investments, lending, trust management, and planning. He began his career as a trader with USAA Investment Management and New York Life Securities. Most recently, he was an Executive Director Banker as lead client advisor for J.P. Morgan Private Bank in Fort Worth. Prior to this, he spent six years with J.P. Morgan Private Bank in both the Chicago and Dallas markets in various roles that covered client service, trust and estate planning, and investment management. Additionally, he was a Private Client Advisor with Bank of America Private Bank in Chicago serving as lead advisor. Jeremiah earned a B.B.A. in Finance from Texas A&M University. He holds a minor in International Business from Robert Schuman University in Strasbourg, France.
Jeremiah resides in the Tanglewood neighborhood of Fort Worth with his wife, Ashley, their two daughters, Sybil and Harriet, and their son, David. To relax, he enjoys golf, cooking/barbequing, fine wine and whiskey, travel, reading history, and skiing. A person of faith, he partners with Christian organizations to provide philanthropic guidance and planning support.
With 18 years of experience, Jeremiah has a diverse background in wealth management from investments, lending, trust management, and planning. He began his career as a trader with USAA Investment Management and New York Life Securities. Most recently, he was an Executive Director Banker as lead client advisor for J.P. Morgan Private Bank in Fort Worth. Prior to this, he spent six years with J.P. Morgan Private Bank in both the Chicago and Dallas markets in various roles that covered client service, trust and estate planning, and investment management. Additionally, he was a Private Client Advisor with Bank of America Private Bank in Chicago serving as lead advisor. Jeremiah earned a B.B.A. in Finance from Texas A&M University. He holds a minor in International Business from Robert Schuman University in Strasbourg, France.
Jeremiah resides in the Tanglewood neighborhood of Fort Worth with his wife, Ashley, their two daughters, Sybil and Harriet, and their son, David. To relax, he enjoys golf, cooking/barbequing, fine wine and whiskey, travel, reading history, and skiing. A person of faith, he partners with Christian organizations to provide philanthropic guidance and planning support.
Securities Agent: LA, IL, PA, NY, FL, CO, AZ, NV, MI, AR, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1548464
NMLS#: 1548464
About Me
Joe Monty, CFA® is an Executive Director in the Fort Worth office of Morgan Stanley Private Wealth Management. Joe works with individuals, their families and nonprofits to provide tailored investment advice, estate & financial planning, lending and other financial services . He leverages the resources of a global firm to provide investment management and brokerage opportunities, alternative investments, generational wealth transfer, pre-/post-transaction planning, concentrated position management and hedging, and extending capital.
Starting his career in wealth management and banking in 2012, Joe brings over 12 years of experience managing complex client relationships for high net worth clients. He began his career in Chicago with JPMorgan's Private Bank and has spent the last 9 years building a business in the communities of Fort Worth, Midland and West Texas. Joe double majored in Finance, Investment & Banking and Accounting at the University of Wisconsin and is a CFA® Charter holder.
Joe resides in Westworth Village with his wife Amanda and their two children William and Olivia. He enjoys travel, golf, sports and cooking. Joe is also active in the community as a Board Member of First Tee - Fort Worth, member of First United Methodist Church in Fort Worth and a member of the Fort Worth Club.
Starting his career in wealth management and banking in 2012, Joe brings over 12 years of experience managing complex client relationships for high net worth clients. He began his career in Chicago with JPMorgan's Private Bank and has spent the last 9 years building a business in the communities of Fort Worth, Midland and West Texas. Joe double majored in Finance, Investment & Banking and Accounting at the University of Wisconsin and is a CFA® Charter holder.
Joe resides in Westworth Village with his wife Amanda and their two children William and Olivia. He enjoys travel, golf, sports and cooking. Joe is also active in the community as a Board Member of First Tee - Fort Worth, member of First United Methodist Church in Fort Worth and a member of the Fort Worth Club.
Securities Agent: AR, NV, NY, AZ, IL, CO, MI, LA, PA, TX, NM, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2657562
NMLS#: 2657562
Contact Jeremiah MacNamara
Contact Joseph Monty
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
Randy Payne
Senior Private Banker
Elizabeth Chand
Family Office Resources Generalist
About Randy Payne
Randy Payne is a Senior Private Banker serving Morgan Stanley Wealth Management offices in the Dallas/Fort Worth Market.
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.
Randy began his career in financial services in 1993, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Divisional Sales Director at Wells Fargo Advisors.
Randy is a graduate of Rensselaer Polytechnic Institute, where he received a Bachelor of Science in Management. He lives in Northlake, Texas with his family. Outside of the office, Randy enjoys spending time in Oxford, MS with his family cheering on Ole Miss football and baseball teams.
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.
Randy began his career in financial services in 1993, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Divisional Sales Director at Wells Fargo Advisors.
Randy is a graduate of Rensselaer Polytechnic Institute, where he received a Bachelor of Science in Management. He lives in Northlake, Texas with his family. Outside of the office, Randy enjoys spending time in Oxford, MS with his family cheering on Ole Miss football and baseball teams.
NMLS#: 1214288
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
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 4237142 (02/2025)
