Peter S. Keller
Executive Director, Market Executive
Phone:
(612) 340-6737(612) 340-6737
Morgan Stanley
Minneapolis Market Office
You define success, we help you achieve it
225 South 6th St
Ste 5300
Minneapolis, MN 55402
US
Market:
(612) 340-6700(612) 340-6700
Toll-Free:
(800) 786-6770(800) 786-6770
Market Executive
Peter KellerPhone:
(612) 340-6737(612) 340-6737
About Morgan Stanley Minneapolis Market
Our Morgan Stanley Minnesota/Dakotas Market team serves clients through 12 offices across Minnesota, North Dakota and South Dakota. Led by Market Executive Peter Keller, we’re a relationship-driven organization built around local presence, consistent service, and advice tailored to each client’s goals.
We work with individuals, families, business owners and institutions, helping them make informed decisions across life’s financial moments—whether that’s planning for retirement, managing concentrated wealth, preparing for a liquidity event, supporting philanthropic goals, or building a legacy. Our Financial Advisors take a goals-based approach and coordinate closely with branch leadership and market support teams to deliver a high-quality experience that is responsive, thoughtful, and consistent.
What makes our market unique is how we combine the strength of a national firm with the accessibility of a local team. We collaborate across our 12 offices to share expertise, connect clients to the right specialists, and bring the broader capabilities of Morgan Stanley to the communities we serve—while keeping relationships and trust at the center of everything we do.
We look forward to working together.
We work with individuals, families, business owners and institutions, helping them make informed decisions across life’s financial moments—whether that’s planning for retirement, managing concentrated wealth, preparing for a liquidity event, supporting philanthropic goals, or building a legacy. Our Financial Advisors take a goals-based approach and coordinate closely with branch leadership and market support teams to deliver a high-quality experience that is responsive, thoughtful, and consistent.
What makes our market unique is how we combine the strength of a national firm with the accessibility of a local team. We collaborate across our 12 offices to share expertise, connect clients to the right specialists, and bring the broader capabilities of Morgan Stanley to the communities we serve—while keeping relationships and trust at the center of everything we do.
We look forward to working together.
Services Provided
- Maintaining Cash Flow
- Retirement PlanningFootnote1
- Long-term Care InsuranceFootnote2
- Insurance ServicesFootnote3
- Succession PlanningFootnote4
- Legacy PlanningFootnote5
- Family Mission Statements
- Saving for CollegeFootnote6
- Next Generation EducationFootnote7
- Traditional Investments
- Alternative InvestmentsFootnote8
- Investing with ImpactFootnote9
- Philanthropic GoalsFootnote10
- Lending SolutionsFootnote11
- Cash Management SolutionsFootnote12
Our Team at Morgan Stanley Minneapolis Market
Gina Bolinske
First Vice President, Senior Risk Officer
Phone:
(612) 340-6781(612) 340-6781
Kevin Paaske
Senior Vice President, Market Business Service Officer
Phone:
(952) 475-4166(952) 475-4166
Kendra Triplett, FPS
Market Administrator
Phone:
(612) 349-4890(612) 349-4890
Carolyn Dolan
Vice President, Business Development Manager
Phone:
(952) 475-4122(952) 475-4122
About Peter S. Keller
Peter Keller is an Executive Director at Morgan Stanley, and Market Executive for the Minnesota Dakota Market. He leads a multi-branch organization supporting Financial Advisors, Service Professionals, and managers across the region, with a focus on delivering strong client outcomes and consistent, high-quality branch experience.
Since joining Morgan Stanley in 1995, Pete has advanced through a range of leadership roles, including Financial Advisor, Sales Manager, and Branch Manager.
He is known for building strong teams and developing scalable operating rhythms that improve efficiency, productivity, and service—while maintaining a culture grounded in accountability and collaboration.
Before entering financial services, Pete served as an officer in the United States Army. A graduate of the United States Military Academy at West Point, he served in Field Artillery and later in Special Forces (Green Berets), with assignments in the U.S. and abroad. His military experience helped shape his disciplined, mission-focused leadership style and long-standing commitment to serving others.
Pete is an avid Minnesota sports fan and enjoys spending time with his family.
Since joining Morgan Stanley in 1995, Pete has advanced through a range of leadership roles, including Financial Advisor, Sales Manager, and Branch Manager.
He is known for building strong teams and developing scalable operating rhythms that improve efficiency, productivity, and service—while maintaining a culture grounded in accountability and collaboration.
Before entering financial services, Pete served as an officer in the United States Army. A graduate of the United States Military Academy at West Point, he served in Field Artillery and later in Special Forces (Green Berets), with assignments in the U.S. and abroad. His military experience helped shape his disciplined, mission-focused leadership style and long-standing commitment to serving others.
Pete is an avid Minnesota sports fan and enjoys spending time with his family.
About Gina Bolinske
Gina Bolinske is a Senior Risk Officer at Morgan Stanley, supporting the Minnesota Dakota Market. She leads a team of Risk Officers who partner with branch leadership and advisors across 12 branches to help maintain a strong culture of compliance, supervision, and risk awareness.
Since joining Morgan Stanley in 2014, Gina has been a steady resource for employees navigating day-to-day risk and regulatory considerations. In her role, she helps teams interpret policies, strengthen supervisory routines, and address issues early—so advisors and service professionals can stay focused on delivering a high-quality client experience. Her approach is practical and collaborative, with an emphasis on clear guidance, consistency, and doing the right thing for clients and the firm.
Gina earned her Bachelor of Arts in Philosophy from St. Mary’s University of Minnesota, a background that supports her thoughtful, principles-based approach to decision-making and risk management.
Outside of work, Gina enjoys spending time with her family at their cabin up north and being outdoors.
Since joining Morgan Stanley in 2014, Gina has been a steady resource for employees navigating day-to-day risk and regulatory considerations. In her role, she helps teams interpret policies, strengthen supervisory routines, and address issues early—so advisors and service professionals can stay focused on delivering a high-quality client experience. Her approach is practical and collaborative, with an emphasis on clear guidance, consistency, and doing the right thing for clients and the firm.
Gina earned her Bachelor of Arts in Philosophy from St. Mary’s University of Minnesota, a background that supports her thoughtful, principles-based approach to decision-making and risk management.
Outside of work, Gina enjoys spending time with her family at their cabin up north and being outdoors.
About Kevin Paaske
Kevin Paaske is the Market Business Service Officer (MBSO) for Morgan Stanley’s Minnesota Dakota Market. In this role, he partners with market and branch leadership to help ensure branches operate smoothly, consistently, and in alignment with firm standards—supporting the operational foundation that enables advisors and service teams to deliver a strong client experience.
With Morgan Stanley since 1992, Kevin brings deep operational expertise and a steady, solutions-oriented approach to branch support. As MBSO, he helps oversee key business functions such as branch operations, service and administrative routines, process improvement, and coordination across teams—often serving as a central point of connection between branches and internal partners to drive timely execution and reduce friction for frontline employees.
Kevin is a graduate of the University of Iowa. Outside of work, he enjoys spending time with his three Cavalier King Charles Spaniels and tending his Minneapolis home garden, which has been featured in the Minneapolis Home Garden and Urban Farm Tour.
With Morgan Stanley since 1992, Kevin brings deep operational expertise and a steady, solutions-oriented approach to branch support. As MBSO, he helps oversee key business functions such as branch operations, service and administrative routines, process improvement, and coordination across teams—often serving as a central point of connection between branches and internal partners to drive timely execution and reduce friction for frontline employees.
Kevin is a graduate of the University of Iowa. Outside of work, he enjoys spending time with his three Cavalier King Charles Spaniels and tending his Minneapolis home garden, which has been featured in the Minneapolis Home Garden and Urban Farm Tour.
About Kendra Triplett
Kendra Triplett is a Market Administrator at Morgan Stanley, supporting the Minnesota Dakota Market leadership team and helping drive consistent execution across market priorities. In this role, she partners closely with branch and market leaders to coordinate communications, streamline operational routines, and support internal engagement—helping teams stay aligned, informed, and focused on delivering a strong client experience.
Kendra joined Morgan Stanley in 2020, beginning her career as a Wealth Advisor Associate (WAA) supporting advisors with financial planning solutions. She later served as a Financial Advisor before transitioning into market leadership as Market Administrator, bringing a frontline perspective and a strong understanding of advisor and branch needs to her work.
Kendra earned a Bachelor of Arts in Sociology from Concordia University, St. Paul. Outside of work, she enjoys spending time with family and friends—and with her three cats.
Kendra joined Morgan Stanley in 2020, beginning her career as a Wealth Advisor Associate (WAA) supporting advisors with financial planning solutions. She later served as a Financial Advisor before transitioning into market leadership as Market Administrator, bringing a frontline perspective and a strong understanding of advisor and branch needs to her work.
Kendra earned a Bachelor of Arts in Sociology from Concordia University, St. Paul. Outside of work, she enjoys spending time with family and friends—and with her three cats.
About Carolyn Dolan
Carolyn Dolan is a Business Development Manager at Morgan Stanley, supporting both the Minnesota and Wisconsin markets.
In this role, she partners with our Financial Advisors and market leadership to help drive business growth by connecting teams to firm resources and coordinating support that strengthens client engagement and practice development.
Carolyn joined Morgan Stanley in 2026 and previously worked in financial services beginning in 2019. She earned a master’s degree in organizational development and Transformational Change from the University of St. Thomas Opus College of Business and a bachelor’s degree in management and marketing from the University of Wisconsin–La Crosse.
In this role, she partners with our Financial Advisors and market leadership to help drive business growth by connecting teams to firm resources and coordinating support that strengthens client engagement and practice development.
Carolyn joined Morgan Stanley in 2026 and previously worked in financial services beginning in 2019. She earned a master’s degree in organizational development and Transformational Change from the University of St. Thomas Opus College of Business and a bachelor’s degree in management and marketing from the University of Wisconsin–La Crosse.
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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
Jennifer Olson
PBG Market Manager
Senior Vice President, Institutional Consulting Director, Investing with Impact Director, Portfolio Management Director
Nate Zeller
Vice President, Financial Planning Director
Mamta Shah
Trust Specialist
Lynn King
Family Office Resources Generalist
About Jennifer Olson
Jennifer Olson is a Private Banking Group (PBG) Market Manager serving Morgan Stanley’s Wealth Management offices in the Mid America Region.
Private Banking Group (PBG) Market Managers partner with Financial Advisors/ Private Wealth Advisors (collectively “Advisors”) to deliver specialized cash management and lending solutions, while strategically leading sales activity and deepening client engagement across Wealth Management markets to drive growth aligned with long-term business and client objectives.
Jennifer began her career in financial services in 1997 and joined Morgan Stanley in 2011. Prior to joining the firm, she was a Resident Manager in Wealth Management Banking at Merrill Lynch in Northbrook, Illinois. While at Merrill Lynch, Jennifer held various banking and lending roles at both the local and divisional levels.
Jennifer is a graduate of Bethel College, where she earned a Bachelor of Arts in Business Marketing, Management, and Finance with a minor in Psychology. She also earned a Master of Business Administration from Bethel University. She lives in White Bear Lake, Minnesota. Outside of the office, Jennifer enjoys exploring different parts of the world, as well as spending quality time with family and friends.
Private Banking Group (PBG) Market Managers partner with Financial Advisors/ Private Wealth Advisors (collectively “Advisors”) to deliver specialized cash management and lending solutions, while strategically leading sales activity and deepening client engagement across Wealth Management markets to drive growth aligned with long-term business and client objectives.
Jennifer began her career in financial services in 1997 and joined Morgan Stanley in 2011. Prior to joining the firm, she was a Resident Manager in Wealth Management Banking at Merrill Lynch in Northbrook, Illinois. While at Merrill Lynch, Jennifer held various banking and lending roles at both the local and divisional levels.
Jennifer is a graduate of Bethel College, where she earned a Bachelor of Arts in Business Marketing, Management, and Finance with a minor in Psychology. She also earned a Master of Business Administration from Bethel University. She lives in White Bear Lake, Minnesota. Outside of the office, Jennifer enjoys exploring different parts of the world, as well as spending quality time with family and friends.
NMLS#: 803580
About Taylor Streiff
Taylor Streiff is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Minnesota, North Dakota, and South Dakota.
Associate Private Bankers partner with Private Bankers and 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.
Taylor began his career in financial services in 2020 and joined Morgan Stanley in 2024 as an Associate Private Banker. Prior to joining the firm, he was a Commercial Lender at Pan American Bank and Trust in Chicago, Illinois.
Taylor is a graduate of the University of Minnesota - Duluth, where he received a Bachelor of Business Administration in Finance. He lives in Minneapolis, Minnesota with his family. Outside of the office, Taylor enjoys all things outdoors. He enjoys spending time with his friends and family.
Associate Private Bankers partner with Private Bankers and 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.
Taylor began his career in financial services in 2020 and joined Morgan Stanley in 2024 as an Associate Private Banker. Prior to joining the firm, he was a Commercial Lender at Pan American Bank and Trust in Chicago, Illinois.
Taylor is a graduate of the University of Minnesota - Duluth, where he received a Bachelor of Business Administration in Finance. He lives in Minneapolis, Minnesota with his family. Outside of the office, Taylor enjoys all things outdoors. He enjoys spending time with his friends and family.
NMLS#: 2539965
About Nate Zeller
Nate Zeller is a vice president and financial planning director serving Morgan Stanley’s Wealth Management offices in Minnesota, North Dakota, South Dakota, and Wisconsin. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Nate began his career in financial services in 1999 with Morgan Stanley Dean Witter and rejoined Morgan Stanley 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 divisions. Prior to his current position, he worked as 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, Nate enjoys spending time with his family, reading, and being outdoors.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Nate began his career in financial services in 1999 with Morgan Stanley Dean Witter and rejoined Morgan Stanley 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 divisions. Prior to his current position, he worked as 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, Nate enjoys spending time with his family, reading, and being outdoors.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
About Mamta Shah
Mamta Shah is the Trust Specialist based in Chicago, covering the Midwest Region. Morgan Stanley provides a full array of personal and institutional trust services to high net worth clients of the firm. Mamta’s responsibilities include educating Financial Advisors and their clients on the open architecture trust service model and helping them identify opportunities to leverage the trust partners on the platform.
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax topics and concerns.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CPA and holds a CFP® designation, She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She is a member of the AICPA and the Illinois CPA Society. She lives in Chicago with her family.
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax topics and concerns.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CPA and holds a CFP® designation, She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She is a member of the AICPA and the Illinois CPA Society. She lives in Chicago with her family.
About Lynn King
Lynn R. King is a Family Office Resource Generalist for the Mid-America region. She has over 15 years of experience working with families, family offices, and their attorneys, CPAs and financial advisors on issues unique to the UHNW client. Lynn started her career as an attorney in Illinois working with closely held businesses across the country on a broad range of topics, including entity structuring, estate planning, business succession and tax. She then joined New York Life Insurance as a Corporate Vice President in their Advanced Planning Group. In this role she expanded on her experience from private practice and engaged with clients on complex business and personal planning needs.
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Morgan Stanley Wealth Management Financial Advisors can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
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 trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley 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.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
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.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Morgan Stanley Wealth Management Financial Advisors can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
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 trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley 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.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
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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(651) 472-8100(651) 472-8100
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Suite 201
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Ste A
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Branch:
(701) 223-0135(701) 223-0135
Toll-Free:
(800) 541-9851(800) 541-9851
Branch Address
8300 Norman Center Dr
Ste 1150
Bloomington, MN 55437
US
Branch:
(952) 921-1900(952) 921-1900
Toll-Free:
(800) 927-1990(800) 927-1990
Branch Address
909 St Joseph St 6th
Fl
Rapid City, SD 57701
US
Branch:
(605) 341-9696(605) 341-9696
Toll-Free:
(800) 341-9690(800) 341-9690
Branch Address
445 East Lake Street
Suite 320
Wayzata, MN 55391
US
Branch:
(952) 475-4300(952) 475-4300
Toll-Free:
(800) 755-4110(800) 755-4110
Minneapolis Branch
Find a Financial AdvisorBranch Address
225 South 6th St
Ste 5300
Minneapolis, MN 55402
US
Branch:
(612) 340-6700(612) 340-6700
Toll-Free:
(800) 786-6770(800) 786-6770
Details
For Guests Driving and Parking in the Capella Tower Parking Ramp:
Input Destination: Enter "Capella Tower Parking" into your GPS. The address is 225 S. 6th Street, Minneapolis, MN 55402. It will appear as SP+ Parking.
Parking and Elevators: Once parked, take the elevators to level "L" (Skyway).
Security Check-In: Exit the elevator and turn right to reach the Security Desk. Present your name and inform them you are visiting Morgan Stanley on the 53rd floor. If your name is not in the system, the security team will contact us for confirmation.
Access Sticker: The Security Desk will provide you with a temporary access sticker. Use this to scan at the turnstile.
Elevator to 53rd Floor: Proceed to the middle set of elevator banks, scan your access sticker at the turnstiles, and take the elevator to the 53rd floor.
For Guests Using Uber/Lyft:
Input Destination: Have your driver enter "Capella Tower" into their GPS. This will direct them to the 3rd Avenue entrance, in front of the building.
Building Entry: Upon arrival, take the escalator up to the Skyway Level.
Security Check-In: Walk straight ahead to the Security Desk. Present your name and inform them you are visiting Morgan Stanley on the 53rd floor.
Please ensure you have registered your visit in advance.
Input Destination: Enter "Capella Tower Parking" into your GPS. The address is 225 S. 6th Street, Minneapolis, MN 55402. It will appear as SP+ Parking.
Parking and Elevators: Once parked, take the elevators to level "L" (Skyway).
Security Check-In: Exit the elevator and turn right to reach the Security Desk. Present your name and inform them you are visiting Morgan Stanley on the 53rd floor. If your name is not in the system, the security team will contact us for confirmation.
Access Sticker: The Security Desk will provide you with a temporary access sticker. Use this to scan at the turnstile.
Elevator to 53rd Floor: Proceed to the middle set of elevator banks, scan your access sticker at the turnstiles, and take the elevator to the 53rd floor.
For Guests Using Uber/Lyft:
Input Destination: Have your driver enter "Capella Tower" into their GPS. This will direct them to the 3rd Avenue entrance, in front of the building.
Building Entry: Upon arrival, take the escalator up to the Skyway Level.
Security Check-In: Walk straight ahead to the Security Desk. Present your name and inform them you are visiting Morgan Stanley on the 53rd floor.
Please ensure you have registered your visit in advance.
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.
2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan 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.
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.
6Tax 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.
7Tax 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.
8Alternative 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.
9The 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.
10Morgan 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.
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
12Morgan 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
2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan 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.
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.
6Tax 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.
7Tax 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.
8Alternative 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.
9The 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.
10Morgan 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.
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
12Morgan 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), 4763067 (9/2025)