Welcome

Mark B. Fast is a Vice President of Morgan Stanley Wealth Management where he serves as a Financial Advisor and Senior Portfolio Manager in it’s Scottsdale, Arizona office.  Mark joined a Morgan Stanley predecessor firm in 1995. Mark takes a holistic, goals-based approach to wealth planning, asset allocation strategies and advisory services for families, business owners and professionals he serves. Prior to joining Morgan Stanley Wealth Management, Mark held various Analyst and Manager Positions in the Finance Department at PDS/Walsh International/PMSI for over seven years.

Mark is among a select group of financial advisors with Morgan Stanley who are qualified to directly manage client assets.  He earned the Certified Portfolio Manager designation through the Fu Foundation School of Engineering and Applied Science at Columbia University. The CPM® credential is designed to provide a deeper understanding of fundamental security analysis, asset allocation and portfolio management concepts for financial services industry professionals managing discretionary portfolios. In attaining the Family Wealth Advisor designation, Mark has completed an accreditation program focused on the skills needed to deliver comprehensive, family-centric wealth management across generations.

Mark graduated from Arizona State University with a Bachelor of Science in Finance and earned his Masters of Business Administration from Grand Canyon University.  As a believer in giving back to the community, Mark is an active board member for the American Liver Foundation-Desert Southwest Division, supports ASU’s Foundation, as a President’s Club member and continues his association with the Fiesta Bowl Committee as a member of Fiesta Bowl Charities Giving Committee. Mark is the 2013-2014 Fiesta Bowl Frank Snell Lifetime Achievement Award recipient.  Mark enjoys watching college football, international travel,  participating in cross circuit training and spending time with his family.
Services Include
  • Sustainable Investing1
  • Wealth Management2
  • 401(k) Rollovers
  • Asset Management3
  • Corporate Bonds4
  • Exchange Traded Funds5
  • Municipal Bonds6
  • Professional Portfolio Management7
  • Retirement Planning8
  • 529 Plans9
  • Financial Planning10
  • Fixed Income11
  • Philanthropic Management12
  • Trust Accounts13
  • Alternative Investments14
Securities Agent: TX, AZ, WY, WA, VA, UT, OR, OK, OH, NY, NV, NM, NJ, NC, MT, MO, MN, MI, MD, MA, IN, IL, IA, HI, FL, CO, CA, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1275783
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Education

  • BS Finance Arizona State University
  • MBA Grand Canyon University
  • Certified Portfolio Manager (CPM) Fu Foundation School of Engineering and Applied Science at Columbia University

Associations

  • PMI - Portfolio Management Institute Member
  • American Liver Foundation - Desert Southwest Division Board
  • Fiesta Bowl Board of Directors

Experience

1995 - Present: Morgan Stanley Wealth Management

    Awards

    • 2013-2014 Fiesta Bowl Frank Snell Lifetime Achievement Award Recipient

    Location

    14850 N Scottsdale Rd
    Suite 600
    Scottsdale, AZ 85254
    US
    Direct:
    (480) 922-7951(480) 922-7951
    Toll-Free:
    (800) 347-5107(800) 347-5107
    Fax:
    (480) 922-7878(480) 922-7878
    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    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
    A Parent's Guide to Talking to Your Kids About Money

    A Parent's Guide to Talking to Your Kids About Money

    Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

    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
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

    More from Morgan Stanley

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    Morgan Stanley and Justin Rose: A Winning Team

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    Sign Up for eDelivery

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    Reserved | Living & Giving

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    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Access Morgan Stanley Online

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    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact Mark B. Fast today.
    Market Information Delayed 20 Minutes
    1The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    2Morgan 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.

    3Morgan 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.

    4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    5An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

    6Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

    8Morgan 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.

    9Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    10Morgan 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.

    11Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    12Products 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.

    13Morgan 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.

    14Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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

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

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

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

    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.


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