William E. Richards
Senior Vice President, Branch Manager
Phone:
(608) 829-3275(608) 829-3275
Morgan Stanley Madison Branch will be closed on January 19th in observance of MLK Day.
Morgan Stanley
Madison Branch Office
You define success, we help you achieve it
8215 Greenway Blvd
Ste 400
Middleton, WI 53562
US
Branch:
(608) 829-2882(608) 829-2882
Toll-Free:
(800) 776-7797(800) 776-7797
Branch Manager
William E. RichardsPhone:
(608) 829-3275(608) 829-3275
About Morgan Stanley Madison Branch
At the Madison branch of Morgan Stanley, we are proud to offer several distinguished teams of Financial Advisors who are dedicated to building lasting relationships with our clients. Our teams are anchored in excellence, bringing decades of experience and a steadfast dedication to generational client loyalty. This ensures that we meet the diverse needs of individuals, families, and institutions.
Each team is equipped with a comprehensive suite of services, tailored to help our clients achieve their unique financial goals. Our Financial Advisors are not only skilled in navigating the complexities of the financial landscape but are also deeply committed to understanding and prioritizing the aspirations of those we serve.
We believe in the power of collaboration and personalized service, and we look forward to continuing our tradition of excellence as we work together with our clients to secure their financial futures.
Each team is equipped with a comprehensive suite of services, tailored to help our clients achieve their unique financial goals. Our Financial Advisors are not only skilled in navigating the complexities of the financial landscape but are also deeply committed to understanding and prioritizing the aspirations of those we serve.
We believe in the power of collaboration and personalized service, and we look forward to continuing our tradition of excellence as we work together with our clients to secure their financial futures.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Madison Branch
Marni Angus
Vice President, National Risk Officer
Phone:
(608) 829-4347(608) 829-4347
Nora Alamery
Branch Administrator
Phone:
(608) 829-3241(608) 829-3241
Elizabeth Menteur
Vice President, Private Banker
Phone:
(414) 226-3061(414) 226-3061
Nate Zeller, CFA, CFP
Vice President, Financial Planning Director
Phone:
(612) 349-4831(612) 349-4831
About William E. Richards
As branch manager for the Madison office Bill is a mentor and coach for time starved Advisors seeking a high touch/high tech practice. He helps them incorporate the latest time saving technology to automate repetitive processes so they can spend more time in front of Clients. He also acts as a curator to the vast resources of Morgan Stanley making a global firm feel local.
When he is not helping Advisors prepare for the next decade, Bill enjoys trail running, swimming, Prairie Architecture and has a voracious appetite for great books. He is also a proud MKE Fellows Mentor.
When he is not helping Advisors prepare for the next decade, Bill enjoys trail running, swimming, Prairie Architecture and has a voracious appetite for great books. He is also a proud MKE Fellows Mentor.
About Marni Angus
Marni Angus joined Morgan Stanley in 2024 as a National Risk Officer, based in the Madison, WI branch. With 18+ years of experience in the financial services industry, she has dedicated the majority of her career in roles related to supervision, compliance, and risk. Marni helps ensure that Financial Advisors and Support Professionals are knowledgeable on the firm’s policies and procedures. She is committed to fostering a well-informed and compliant work environment.
Marni lives in McFarland, WI with her husband and two daughters. She enjoys spending time with family, friends, and supporting her daughters who are involved in sports and a variety of activities.
Marni lives in McFarland, WI with her husband and two daughters. She enjoys spending time with family, friends, and supporting her daughters who are involved in sports and a variety of activities.
About Nora Alamery
Nora recently joined Morgan Stanley as a Branch Administrator, bringing her knowledge and experience from the fast-paced world of tech startups, where she focused on global HR leadership. Known for her people-first approach, Nora has successfully led initiatives in centralized operations and post-acquisition integration, thriving in diverse, cross-cultural settings. Her passion for helping others succeed has been a constant throughout her career.
Originally from the sunny city of Phoenix, Nora is embracing the change of seasons in Madison and is eager to bring her warmth and enthusiasm to the team.
Originally from the sunny city of Phoenix, Nora is embracing the change of seasons in Madison and is eager to bring her warmth and enthusiasm to the team.
About Elizabeth Menteur
Elizabeth Menteur is a Private Banker serving Morgan Stanley Wealth Management offices in Wisconsin.
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.
Elizabeth began her career in financial services in 2013 and joined Morgan Stanley in 2017 as a Registered Support Professional. She was promoted to a Regional Client Engagement Associate in 2019. Before being promoted to Private Banker in 2023, Elizabeth joined the Private Banking Group as an Associate Private Banker in 2021.
Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration with a concentration in Finance. She lives in Milwaukee, Wisconsin. Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys traveling, painting and gluten free baking.
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.
Elizabeth began her career in financial services in 2013 and joined Morgan Stanley in 2017 as a Registered Support Professional. She was promoted to a Regional Client Engagement Associate in 2019. Before being promoted to Private Banker in 2023, Elizabeth joined the Private Banking Group as an Associate Private Banker in 2021.
Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration with a concentration in Finance. She lives in Milwaukee, Wisconsin. Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys traveling, painting and gluten free baking.
About Nate Zeller
Nate Zeller is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Minnesota, Wisconsin and the Dakotas. He is responsible for working with Financial Advisors for advanced planning consultations and coaching.
Nate brings over 25 years of industry experience, having begun his career with Morgan Stanley Dean Witter in 1999 and rejoining the firm in 2024. In between stints, he held various roles at other firms, including leadership positions with U.S. Bank and Ameriprise in their Trust and Wealth Management areas. Prior to his current position, he worked at a registered investment advisor focused on retirement planning.
Nate graduated from the University of Wyoming with a Bachelor of Science in Electrical Engineering (BSEE) and a Master of Business Administration (MBA). He holds the Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA) designations. Nate and his wife are the parents of two daughters. In his free time, he enjoys spending time with his family, reading, and being outdoors.
Nate brings over 25 years of industry experience, having begun his career with Morgan Stanley Dean Witter in 1999 and rejoining the firm in 2024. In between stints, he held various roles at other firms, including leadership positions with U.S. Bank and Ameriprise in their Trust and Wealth Management areas. Prior to his current position, he worked at a registered investment advisor focused on retirement planning.
Nate graduated from the University of Wyoming with a Bachelor of Science in Electrical Engineering (BSEE) and a Master of Business Administration (MBA). He holds the Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA) designations. Nate and his wife are the parents of two daughters. In his free time, he enjoys spending time with his family, reading, and being outdoors.
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Branch Address
8215 Greenway Blvd
Ste 400
Middleton, WI 53562
US
Branch:
(608) 829-2882(608) 829-2882
Toll-Free:
(800) 776-7797(800) 776-7797
Fax:
(608) 829-2911(608) 829-2911
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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.
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.
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.
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
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
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 a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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.
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.
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.
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
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
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 a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025)