Madison Wells, CIMA®
First Vice President, Branch Manager, Financial Advisor
Phone:
(901) 766-8626(901) 766-8626
Morgan Stanley
Memphis Branch Office
You define success, we help you achieve it
6410 Poplar Avenue
Ste 600
Memphis, TN 38119
US
Branch:
(901) 766-6100(901) 766-6100
Toll-Free:
(800) 659-6659(800) 659-6659
Branch Manager
Madison WellsPhone:
(901) 766-8626(901) 766-8626
About Morgan Stanley Memphis Branch
Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values: Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity & Inclusion, and Give Back.
Here in the heart of Memphis, our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
Here in the heart of Memphis, our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
Services Provided
- Alternative InvestmentsFootnote1
- Cash Management SolutionsFootnote2
- Family Mission Statements
- Insurance ServicesFootnote3
- Investing with ImpactFootnote4
- Legacy PlanningFootnote5
- Lending SolutionsFootnote6
- Long-term Care InsuranceFootnote7
- Maintaining Cash Flow
- Next Generation EducationFootnote8
- Retirement PlanningFootnote9
- Saving for CollegeFootnote10
- Succession PlanningFootnote11
- Traditional Investments
Our Team at Morgan Stanley Memphis Branch
Courtenay Selden
Vice President, Risk Officer
Phone:
(865) 330-0728(865) 330-0728
Debra Galbraith
Vice President, Business Service Officer
Phone:
(865) 330-0708(865) 330-0708
About Madison Wells
Madison began his career as a Financial Advisor with Merrill Lynch in Memphis, where he developed his fundamental investment knowledge and obtained the Certificate of Financial Management degree from the Donald T. Regan School of Financial Management. In 1998 he joined Smith Barney (a predecessor firm to Morgan Stanley) and in 2000 partnered with Financial Advisor Lisa Rucker to form The Rucker Wells Group. Madison and Lisa take a team approach in providing personalized financial advice for individuals and families. In 2010 The Rucker Wells Group moved their practice to Wells Fargo Advisors where they continued to hone their skills and develop lasting relationships with their clients. In 2021, The Rucker Wells Group returned “home” to Morgan Stanley.
After playing football for two years at Rhodes College, Madison earned a Bachelor of Arts Degree in Economics from the University of Memphis. A staunch believer in continuing education, Madison regularly attends industry conferences and due diligence meetings with investment advisory firms. In 2013, Madison completed and earned the Certified Investment Management Analyst (CIMA®) certification by passing a rigorous qualification examination and completing an approved educational program at the Wharton School of Business. He has also served on the FA Advisory Panel for PIMCO®.
Away from the office, Madison spends his free time with his wife, Amy, a jewelry designer, and their daughter Sadie Ann who is a student in the Chancellor’s Honors Program at the University of Tennessee, Knoxville. Madison and Amy enjoy cooking and sharing fine food and wine with their friends and family. An avid music fan, Madison is always expanding his record collection. He has served as Chairman of the Board of Directors of the Memphis Rock N’ Soul Museum as well as the Memphis Music Hall of Fame. When time and weather allow, he also has a passion for golf, always looking for an opportunity to play the games’ “sacred” courses.
As the premier designation in the industry, the CIMA® is an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement.
After playing football for two years at Rhodes College, Madison earned a Bachelor of Arts Degree in Economics from the University of Memphis. A staunch believer in continuing education, Madison regularly attends industry conferences and due diligence meetings with investment advisory firms. In 2013, Madison completed and earned the Certified Investment Management Analyst (CIMA®) certification by passing a rigorous qualification examination and completing an approved educational program at the Wharton School of Business. He has also served on the FA Advisory Panel for PIMCO®.
Away from the office, Madison spends his free time with his wife, Amy, a jewelry designer, and their daughter Sadie Ann who is a student in the Chancellor’s Honors Program at the University of Tennessee, Knoxville. Madison and Amy enjoy cooking and sharing fine food and wine with their friends and family. An avid music fan, Madison is always expanding his record collection. He has served as Chairman of the Board of Directors of the Memphis Rock N’ Soul Museum as well as the Memphis Music Hall of Fame. When time and weather allow, he also has a passion for golf, always looking for an opportunity to play the games’ “sacred” courses.
As the premier designation in the industry, the CIMA® is an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement.
About Courtenay Selden
Securities Agent: AR, CA, FL, GA, KY, MO, MS, NY, SC, TN, WV; Investment Advisor Representative; BM/Supervisor; General Securities Representative
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Branch Address
6410 Poplar Avenue
Ste 600
Memphis, TN 38119
US
Branch:
(901) 766-6100(901) 766-6100
Toll-Free:
(800) 659-6659(800) 659-6659
Fax:
(901) 766-6197(901) 766-6197
1Alternative 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4The 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.
5Morgan 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.
6Morgan 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
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Tax 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.
9When 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.
10Tax 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.
11Morgan 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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4The 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.
5Morgan 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.
6Morgan 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
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Tax 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.
9When 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.
10Tax 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.
11Morgan 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.
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