Senior Vice President, Financial Advisor, Senior Portfolio Management Director, Financial Planning Specialist
Phone:
(615) 665-4713(615) 665-4713
Nashville Legacy Wealth Management Group at Morgan Stanley
Caren Poletti Williams, CPM®, CDFA®Stuart W SmithBrian Smith, QPFCEllie Ivancich, CFP®Kyle Killett, CRPC®
Direct:
(615) 665-4713(615) 665-4713
Toll-Free:
(800) 841-0006(800) 841-0006
Our Mission Statement
We believe you deserve an advisory team that looks at your financial life from every angle.
About Us
At Nashville Legacy Wealth Management Group, we plan for your future with wealth strategies that encompass your whole life. That means taking the time to get to know you: your goals, as well as your financial concerns and the issues that concern you. Our success stems from our ability to ask you the right questions and to listen carefully to your answers. No matter what unique need you have, we will help find an appropriate solution.
Over the last 30 years, we have advised and served the comprehensive needs of individuals, families and business owners like you by focusing on helping grow and help preserve your hard-earned wealth. Working in concert with your other trusted advisors, we focus on integrating advice across the spectrum of your financial affairs so you can make a more informed decision on any financial issue.
This approach allows us to establish deep and lasting relationships, to deliver hands-on, high-end service, and to generate a plan that is uniquely tailored to you.
Over the last 30 years, we have advised and served the comprehensive needs of individuals, families and business owners like you by focusing on helping grow and help preserve your hard-earned wealth. Working in concert with your other trusted advisors, we focus on integrating advice across the spectrum of your financial affairs so you can make a more informed decision on any financial issue.
This approach allows us to establish deep and lasting relationships, to deliver hands-on, high-end service, and to generate a plan that is uniquely tailored to you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WHAT WE DO & WHY
At the Nashville Legacy Group, we plan for your future with financial strategies that encompass your whole life. That means taking the time to get to know you – your dreams and goals, as well as your financial concerns and the issues that keep you up at night. Our success stems from our ability to ask you the right questions and listen carefully to your answers. No matter what unique need you have, we will strive to find an appropriate strategy.
Our process utilizes Seven Pillars of Planning as a guide in helping you seek to achieve your financial goals. We find fulfillment in the part we play in the pursuit of the life you have worked so hard to build and enjoy. Whether buying your first home, giving your child a debt-free education, supporting a worthy cause, or providing for your retirement and the next generation, we are forever grateful for the opportunity to share in the experiences and celebrate the milestones you attain along the way.
Our process utilizes Seven Pillars of Planning as a guide in helping you seek to achieve your financial goals. We find fulfillment in the part we play in the pursuit of the life you have worked so hard to build and enjoy. Whether buying your first home, giving your child a debt-free education, supporting a worthy cause, or providing for your retirement and the next generation, we are forever grateful for the opportunity to share in the experiences and celebrate the milestones you attain along the way.
OUR PROCESS
At the Nashville Legacy Group, we help plan for your future with financial strategies designed to encompass your whole life. That means taking the time to get to know you – your dreams and goals, as well as your financial concerns and the issues that keep you up at night.
Our success stems from our ability to ask you the right questions and to listen carefully to your answers as we take you through our comprehensive Legacy Process. No matter what unique need you have, we will strive to find an appropriate strategy to help you reach your goals by focusing on seeking to grow and preserve your hard-earned wealth.
Our success stems from our ability to ask you the right questions and to listen carefully to your answers as we take you through our comprehensive Legacy Process. No matter what unique need you have, we will strive to find an appropriate strategy to help you reach your goals by focusing on seeking to grow and preserve your hard-earned wealth.
OUR RELATIONSHIP
We believe our Legacy Process allows us to establish deep and lasting relationships, to help deliver hands-on, high-end service in an effort to generate consistently reliable outcomes that are uniquely tailored to you. To set the tone for our working relationship, you can expect that we will focus on executing the services outlined below.
We Strive To:
- Ask the right questions to maintain a thorough understanding of your financial goals
- Update your financial information as your situation changes and your needs evolve
- Communicate with you regularly regarding changes to your portfolio and economic conditions
- Understand and monitor your investment risk and its alignment to your investment time frame
- Carefully explain all recommended financial strategies and solutions
- Meet with you regularly to discuss next steps in the Legacy Process as your life unfolds
- Act as your primary financial advisor and help steward your financial future
- Work hand-in-hand with your dedicated advisors when situations warrant
- Treat you with the utmost respect and professionalism
We Strive To:
- Ask the right questions to maintain a thorough understanding of your financial goals
- Update your financial information as your situation changes and your needs evolve
- Communicate with you regularly regarding changes to your portfolio and economic conditions
- Understand and monitor your investment risk and its alignment to your investment time frame
- Carefully explain all recommended financial strategies and solutions
- Meet with you regularly to discuss next steps in the Legacy Process as your life unfolds
- Act as your primary financial advisor and help steward your financial future
- Work hand-in-hand with your dedicated advisors when situations warrant
- Treat you with the utmost respect and professionalism
OUR STRENGHTS
Generational Wealth
As a multi-generational team, we understand that different generations have different approaches to investing. Our long history of working with clients allows us to easily engage with and advise families about their plans for transitioning generational wealth.
Addressing Unknown Risks
There are hidden risks to every decision, and it’s our job to explore them and help find appropriate solutions. It may be a simple decision or a more complicated situation. It’s our job to address risk exposures in an effort to achieve your desired outcomes.
Women & Wealth
Women have different investment needs than men, especially when they are going through a divorce, they are the sole or primary breadwinners, they intend to remain single, or they are widowed at an early age. It’s during these times that we take a more holistic approach, helping our clients stay empowered so they can take their next steps with confidence.
In the Press
Forbes Best-In-State Wealth Management Team ( 2025)
The Nashville Legacy Wealth Management Group is proud to be recognized by Forbes on the 2025 Best-In-State Wealth Management Teams rankings.
Thank you to all of our clients for your continued confidence in our team. This recognition is a testament to the dedication, experience, and passion our team brings to serving you every day.
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
Thank you to all of our clients for your continued confidence in our team. This recognition is a testament to the dedication, experience, and passion our team brings to serving you every day.
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
Pacesetter’s Club at Morgan Stanley Wealth Management 2021 - 2023
Kyle Killett and Ellie Ivancich were named to Morgan Stanley's Pacesetter’s Club at Morgan Stanley Wealth Management. This is a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first class client service.
Disclaimer:
Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including
performance, conduct and compliance standards, revenue, length of experience and assets under supervision.
Pacesetter’s Club membership is no guarantee of future performance. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC
Disclaimer:
Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including
performance, conduct and compliance standards, revenue, length of experience and assets under supervision.
Pacesetter’s Club membership is no guarantee of future performance. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC
Forbes Top Women Wealth Advisors Best-In-State 2020-2024
Caren P. Williams was named to Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors) 2020-2024.
Disclaimer:
Source: Forbes.com (2020 - 2024). Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State ranking awarded in 2020 - 2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in September of the previous year the award was issued having commenced in September of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Disclaimer:
Source: Forbes.com (2020 - 2024). Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State ranking awarded in 2020 - 2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in September of the previous year the award was issued having commenced in September of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Forbes Best-In-State Wealth Advisors (2019, 2021-2022)
Caren P. Williams was named to Forbes Magazine’s Best-In-State Wealth Advisors rankings in 2019, 2021-2022.
Disclaimer:
Source: Forbes.com (2019, 2021 - 2022). Forbes Best-In- State Wealth Advisors ranking awarded in 2019, 2021 - 2022. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in June of the previous year the award was issued having commenced in June of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Disclaimer:
Source: Forbes.com (2019, 2021 - 2022). Forbes Best-In- State Wealth Advisors ranking awarded in 2019, 2021 - 2022. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in June of the previous year the award was issued having commenced in June of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Working Mother Magazine’s Top Wealth Advisor Moms 2019-2021.
Caren P. Williams was named one of Working Mother Magazine’s Top Wealth Advisor Moms in 2019-2021.
Disclaimer:
Source: Workingmother.com (October 2019 - 2021). Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019 - 2021. Each ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher). This evaluation process concluded in March of the year the award was given having commenced in March of the previous year. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. For more information, see www.SHOOKresearch.com.
©2021 Morgan Stanley Smith Barney LLC. Member SIPC.
Disclaimer:
Source: Workingmother.com (October 2019 - 2021). Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019 - 2021. Each ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher). This evaluation process concluded in March of the year the award was given having commenced in March of the previous year. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. For more information, see www.SHOOKresearch.com.
©2021 Morgan Stanley Smith Barney LLC. Member SIPC.
Morgan Stanley Century Club Member 2025
Brian Smith has been named to the Firm’s prestigious Century Club, an elite group composed of the Firm’s top Financial Advisors. The appointment recognizes Brian's consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients.
Morgan Stanley Wealth Management Century Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Century Club membership is no guarantee of future performance. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Morgan Stanley Wealth Management Century Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Century Club membership is no guarantee of future performance. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Location
3102 West End Ave
Ste 200
Nashville, TN 37203
US
Direct:
(615) 665-4713(615) 665-4713
Toll-Free:
(800) 841-0006(800) 841-0006
Meet Nashville Legacy Wealth Management Group
Stuart W Smith
Senior Vice President, Financial Advisor, Family Wealth Director
Phone:
(615) 665-4729(615) 665-4729
Vice President, Wealth Management, Financial Advisor, Chartered Retirement Planning Counselor, Senior Portfolio Manager
Phone:
(615) 665-4742(615) 665-4742
Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(615) 665-4740(615) 665-4740
Mary Ann Whitaker
Portfolio Associate
Phone:
(615) 665-4715(615) 665-4715
Mary Ruth Locastro
Client Service Associate
Phone:
(615) 665-4722(615) 665-4722
Russell Barnard CFA® , CFP®
Portfolio Management Associate, *This role cannot solicit or provide investment advice
Phone:
(615) 665-4723(615) 665-4723
Kat Stockhoff
Client Service Associate
Phone:
(615) 298-6520(615) 298-6520
About Caren Poletti Williams
As a Portfolio Management Director, Caren Williams, CPM®, CDFA®, creates plans and portfolios for clients that consider the entirety of their financial needs. As a Financial Planning Specialist, she works with clients and their legal and tax advisors to develop, implement and monitor individualized wealth plans via holistic planning and problem solving. In recognition of her professionalism and dedication to our clients, Caren was named among Forbes Magazine’s 2019 Best in State Advisors and Working Mother Magazine’s 2019 Top Wealth Advisor Moms.
Caren has nearly 30 years of experience in the financial services industry. As a Financial Planning Specialist and Certified Divorce Financial Analyst (CDFA®), she understands and plans for the myriad of financial risks that might otherwise prevent her clients from reaching their goals. With the advanced knowledge of a Certified Portfolio Manager (CPM®, )she applies a deep understanding of fundamental security analysis, asset allocation and portfolio management concepts to her clients’ investment portfolios. Caren has also served as an ambassador for the Academy of Certified Portfolio Managers (ACPM®), speaking to incoming classes on portfolio best practices.
A native of Memphis, Caren is a magna cum laude graduate of the University of Memphis, with a BBA in both Finance and Economics. She is an active member and ambassador for the Williamson County Chamber of Commerce and has served on the Women in Business Steering Committee. Caren is also active in the Nashville Chapter of National Association of Women Business Owners (NAWBO), supporting women’s business initiatives and networking. She currently serves on the Board of Directors of Portfolio Management Institute (Denver, CO), and she formally served as President and Board Member of High Hopes Inc. in Franklin, TN and Board Member of The Word Wagon in Brentwood, TN. She and her family attend Christ the King Church in Nashville.
Caren and her husband, Tommy, reside in Franklin, Tennessee, with their two daughters, Mia and Elena.
Disclaimer:
The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
Caren has nearly 30 years of experience in the financial services industry. As a Financial Planning Specialist and Certified Divorce Financial Analyst (CDFA®), she understands and plans for the myriad of financial risks that might otherwise prevent her clients from reaching their goals. With the advanced knowledge of a Certified Portfolio Manager (CPM®, )she applies a deep understanding of fundamental security analysis, asset allocation and portfolio management concepts to her clients’ investment portfolios. Caren has also served as an ambassador for the Academy of Certified Portfolio Managers (ACPM®), speaking to incoming classes on portfolio best practices.
A native of Memphis, Caren is a magna cum laude graduate of the University of Memphis, with a BBA in both Finance and Economics. She is an active member and ambassador for the Williamson County Chamber of Commerce and has served on the Women in Business Steering Committee. Caren is also active in the Nashville Chapter of National Association of Women Business Owners (NAWBO), supporting women’s business initiatives and networking. She currently serves on the Board of Directors of Portfolio Management Institute (Denver, CO), and she formally served as President and Board Member of High Hopes Inc. in Franklin, TN and Board Member of The Word Wagon in Brentwood, TN. She and her family attend Christ the King Church in Nashville.
Caren and her husband, Tommy, reside in Franklin, Tennessee, with their two daughters, Mia and Elena.
Disclaimer:
The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
Securities Agent: MO, NC, MI, FL, SC, OH, OK, MS, MN, IL, CA, MD, CO, AZ, CT, NH, GA, AR, KY, VA, TX, NY, ME, AL, TN, MT, IN; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1416420
NMLS#: 1416420
About Stuart W Smith
With more than 35 years of experience at Morgan Stanley and predecessor firms, Stuart has the knowledge, resources, and tools needed to help guide investors through the necessary financial decisions made throughout their lives. Stuart has completed the Family Wealth Director program. The Family Wealth Director designation is utilized by a select 4% of Morgan Stanley advisors as of January 2022. The program focuses on wealth management solutions including estate planning strategies, alternative investments, control and restricted securities, lending, hedging and monetization, and business succession planning.
Stuart is a lifelong Nashville resident where he attended Brentwood Academy. In 1983, he graduated from the University of Tennessee with a Bachelor of Arts degree. In addition, he was a two-time NCAA Golf All-American and was a member of the PGA Tour in 1985. In 2016 Stuart was inducted into the University of Tennessee Sports Hall of Fame. Most notably, Stuart coached the 1977 National Blind Golf Champion, David Meador. Stuart is active in the community having served on the board of the American Heart Association, former President of the Alumni Council of Brentwood Academy and member of the Advisory Board at Habitat for Humanity.
Stuart currently serves on the Board of the Tennessee Golf Foundation. Stuart and his wife Lisa live in Nashville. He has two sons, Jackson and Ross.
Stuart is a lifelong Nashville resident where he attended Brentwood Academy. In 1983, he graduated from the University of Tennessee with a Bachelor of Arts degree. In addition, he was a two-time NCAA Golf All-American and was a member of the PGA Tour in 1985. In 2016 Stuart was inducted into the University of Tennessee Sports Hall of Fame. Most notably, Stuart coached the 1977 National Blind Golf Champion, David Meador. Stuart is active in the community having served on the board of the American Heart Association, former President of the Alumni Council of Brentwood Academy and member of the Advisory Board at Habitat for Humanity.
Stuart currently serves on the Board of the Tennessee Golf Foundation. Stuart and his wife Lisa live in Nashville. He has two sons, Jackson and Ross.
Securities Agent: MT, GA, WA, VA, KY, TN, RI, NE, MS, MI, LA, IN, AL, SC, NY, NJ, MN, FL, VT, TX, PA, AR, OR, OH, NV, MO, MD, MA, IL, UT, ME, DC, CO, CA, OK, NC, KS, ID, AZ, AK, PR, NH; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Brian Smith
Brian has been a Financial Advisor since 2002, helping individuals and families preserve and grow the money that they have worked to earn. Through the financial planning process, Brian helps clients to identify clear goals upon which actionable strategies can be instituted. Many of Brian's clients focus on issues such as retiring with a reasonable stream of income, utilizing growth strategies to financially strengthen their family tree, and monitoring investment strategy resources that manage the balance between growth and risk. Previously Brian worked at Morgan Keegan & Company where he was recognized as a President's Club Member of the firm in 2010. Brian serves in many capacities outside of his family and work through various community organizations and his alma mater Mercer University.
Securities Agent: AR, MI, KY, MA, SC, NY, GA, CT, TN, MS, ME, IL, OK, AL, OH, NC, TX, IN, UT, MO, MD, CA, MT, CO, AZ, ID, VA, FL; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1377859
AR Insurance License #: 7325236
NMLS#: 1377859
AR Insurance License #: 7325236
About Kyle Killett
Kyle Killett joined the Nashville Legacy Group with a diverse business background, having previously owned and operated his own small business as well as holding business development and relationship management positions in manufacturing, software, and healthcare industries. With these prior experiences, Kyle understands the priorities and issues inherent in small business ownership and works with our clients to address such needs.
Kyle holds a Bachelor of Business Administration in Finance from the University of Memphis, a MBA from the Jack C. Massey Graduate School of Business at Belmont University, and recently earned the Chartered Retirement Planning Counselor, CRPC® designation. The CRPC® is a graduate-level designation program for experienced financial advisors who wish to offer more comprehensive advice to individual clients for both their pre- and post-retirement needs.
Kyle is an Ambassador with the Williamson County Chamber of Commerce and regularly volunteers his time for Daystar Counseling Ministries, Nashville Rescue Mission, and Room at the Inn. Kyle and his wife Mary attend West End Community Church in Nashville and have four children.
Kyle holds a Bachelor of Business Administration in Finance from the University of Memphis, a MBA from the Jack C. Massey Graduate School of Business at Belmont University, and recently earned the Chartered Retirement Planning Counselor, CRPC® designation. The CRPC® is a graduate-level designation program for experienced financial advisors who wish to offer more comprehensive advice to individual clients for both their pre- and post-retirement needs.
Kyle is an Ambassador with the Williamson County Chamber of Commerce and regularly volunteers his time for Daystar Counseling Ministries, Nashville Rescue Mission, and Room at the Inn. Kyle and his wife Mary attend West End Community Church in Nashville and have four children.
Securities Agent: NY, OK, MS, AL, VA, NC, KY, SC, MN, MT, AZ, AR, MI, IL, GA, TN, OH, FL, CT, TX, NH, MO, ME, CA, MD, IN, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1794317
NMLS#: 1794317
About Ellie Ivancich
Ellie Ivancich, CFP®, works with individuals and families to help navigate all aspects of their financial lives. Her top priority is to help ensure her clients fully understand the strategies behind her recommendations so that they can work towards their goals with confidence. She joined the Nashville Legacy Group as a Financial Advisor in 2018 after previously serving as the team’s intern. As a CERTIFIED FINANCIAL PLANNER™, Ellie, works to advise clients on issues involving financial planning, cash flow management as well as retirement, education, and legacy planning strategies.
Originally from Naperville, IL, Ellie graduated from Belmont University with a Bachelor of Business Administration in Finance where she competed on the Division I Volleyball team. She continues her support of the Belmont Bruins by color-commentating on ESPN+ for the volleyball games. On top of that, she continues to support Student Athletes through the AMP (Athlete Mentor) Program, helping athletes navigate the transition from college to career.
Ellie currently serves as Ex-Officio on the board of the Nashville Jr. Chamber. She previously served as the 2023-2024 President. Additionally, she is on the Board of STARS Nashville, a non-profit committed to helping the next generation unlock their full potential, primarily regarding mental health and substance abuse, through partnerships with school systems. In 2023, Ellie was named a Top 30 Under 30 Honoree in Nashville by the Cystic Fibrosis Foundation. She has previously been admitted to Nashville’s Young Leader’s Council (YLC), a program designed to create top-tier servant-leaders on non-profit boards.
In her free time, Ellie loves traveling to places on her long bucket list, hiking, and trying new restaurants in the city.
Originally from Naperville, IL, Ellie graduated from Belmont University with a Bachelor of Business Administration in Finance where she competed on the Division I Volleyball team. She continues her support of the Belmont Bruins by color-commentating on ESPN+ for the volleyball games. On top of that, she continues to support Student Athletes through the AMP (Athlete Mentor) Program, helping athletes navigate the transition from college to career.
Ellie currently serves as Ex-Officio on the board of the Nashville Jr. Chamber. She previously served as the 2023-2024 President. Additionally, she is on the Board of STARS Nashville, a non-profit committed to helping the next generation unlock their full potential, primarily regarding mental health and substance abuse, through partnerships with school systems. In 2023, Ellie was named a Top 30 Under 30 Honoree in Nashville by the Cystic Fibrosis Foundation. She has previously been admitted to Nashville’s Young Leader’s Council (YLC), a program designed to create top-tier servant-leaders on non-profit boards.
In her free time, Ellie loves traveling to places on her long bucket list, hiking, and trying new restaurants in the city.
Securities Agent: MS, FL, CT, AZ, NY, IL, CO, SC, KY, TX, MN, WI, OK, OH, DC, AR, TN, NC, VA, MD, ME, GA, MT, AL, NH, MO, CA, MI, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1794803
NMLS#: 1794803
About Mary Ann Whitaker
Mary Ann has more than three decades of experience working in the finance industry. She loves providing excellent service to our clients by helping them with the myriad of transactional needs that arise on a daily basis, including account documentation, money movement, IRA distributions and other service-related issues.
As a Registered Associate, she can also process unsolicited trade requests.
Mary Ann has lived in the Old Hickory area for over 30 years. Married to her high school sweetheart, they have one daughter who is a registered nurse at Vanderbilt.
As a Registered Associate, she can also process unsolicited trade requests.
Mary Ann has lived in the Old Hickory area for over 30 years. Married to her high school sweetheart, they have one daughter who is a registered nurse at Vanderbilt.
About Mary Ruth Locastro
After working for Morgan Stanley for two and a half years in Memphis, Mary Ruth joined the Nashville Legacy Group as a Client Service Associate. She provides strategic operational and administrative support to the clients and enjoys delivering first-class customer service with each interaction. Within the group, she is also responsible for assisting clients with Morgan Stanley Online and organizing client events.
Mary Ruth holds a Bachelor in Business Marketing from Austin Peay State University where she played varsity soccer for 4 years. Outside of work, she enjoys spending time with family and friends and rooting on Austin Peay Athletics.
Mary Ruth holds a Bachelor in Business Marketing from Austin Peay State University where she played varsity soccer for 4 years. Outside of work, she enjoys spending time with family and friends and rooting on Austin Peay Athletics.
About Russell Barnard CFA® , CFP®
Russ performs security analysis, trading, macroeconomic research, and risk evaluation. The team’s proprietary investment strategies include large and mid-cap stocks, ETFs, a few Mutual Funds, and investment grade corporate and municipal bonds. He also performs investment analysis and due diligence for Private Equity, Private Credit, Private Real Estate, and Hedge Funds available to Morgan Stanley clients. Russ is a member of the team’s investment committee; He is an adjunct professor at Belmont teaching investments and portfolio management; And he serves on the board of the CFA Society of Nashville.
In 2016, Russ started his career as an intern at Morgan Stanley in the Northeast. He is from Portland, Maine. Russ graduated 12 months early from Boston College with undergraduate degrees in Math and Economics and a Masters degree of Finance; He completed an executive corporate valuation program at London School of Economics.
In free time, Russ and his wife Ashley travel to visit friends and family across the US. When in town, they like to review restaurants, play golf, tennis, pickleball, and stay in shape. Russ loves BBQ and the carnivore diet. Ashley loves healthy balanced meals! She is a nurse at Vanderbilt.
Disclosures:
The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
In 2016, Russ started his career as an intern at Morgan Stanley in the Northeast. He is from Portland, Maine. Russ graduated 12 months early from Boston College with undergraduate degrees in Math and Economics and a Masters degree of Finance; He completed an executive corporate valuation program at London School of Economics.
In free time, Russ and his wife Ashley travel to visit friends and family across the US. When in town, they like to review restaurants, play golf, tennis, pickleball, and stay in shape. Russ loves BBQ and the carnivore diet. Ashley loves healthy balanced meals! She is a nurse at Vanderbilt.
Disclosures:
The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
About Kat Stockhoff
Kat interned with Nashville Legacy Group in the summer of 2022. She joined the team to work part-time in 2023 as a Client Service Associate. She provides administrative support to clients as well as keeping quality customer service top of mind.
Outside of work, Kat enjoys playing pickleball with her friends and spending time with her family and dog, Gus.
Outside of work, Kat enjoys playing pickleball with her friends and spending time with her family and dog, Gus.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan 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
2When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Morgan 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.
4Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5When 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan 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
2When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Morgan 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.
4Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5When 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
