Nerland-Cummings Group at Morgan Stanley

A financial professional with Morgan Stanley and predecessor firms since 1999, Gregg has consistently helped clients set their long-term financial goals and objectives, and seeks strategies that meet clients’ risk tolerance. Partnered with Bruce Nerland since 1999, he brings a detailed and hardworking approach to their team, The Nerland-Cummings Group at Morgan Stanley.

An area of focus for Gregg is in designing and executing financial plans for clients, for which he pursued and earned the professional designation of CERTIFIED FINANCIAL PLANNER™ Practitioner from the Metropolitan State College of Denver. Gregg has also received the Chartered Financial Consultant, ChFC^® designation. Gregg manages complex financial strategies for clients with a focus on retirement, education, and charitable giving.
Gregg recently served the firm as a member of the Consulting Group Advisory Board, which helps guide the decision making for the investment advisory arm of Morgan Stanley Wealth Management.

He has completed rigorous training with The Institute of Family Wealth Management at Morgan Stanley, an interactive e-learning program designed to empower financial advisors with building meaningful, multi-generational relationships for clients and their entire families, especially spouses, children and aging parents.

Gregg is a graduate of the University of Redlands in California and holds a Bachelor of Science degree in Business Administration. He has been very involved with the local school system, having served as the Chair for the Roseville Area Schools Foundation, which focuses on raising money for programming in the schools in the district he formerly lived, which serves more than 6,000 students.

As a member of the Leadership St. Paul Class of 2011, he began his connection with the St. Paul Chamber of Commerce and helped to form a program called LSP Master’s, serving as Chair of the committee for three years. He was also elected to the Board of the St. Paul Chamber of Commerce Foundation, and was named the Chamber’s Emerging Volunteer of the Year in 2014.

Gregg and his wife Beth were involved in a recent Task Force to raise funds for the completion of the new Ronald McDonald House Family Room at Children’s Hospitals and Clinics in St. Paul. He continues to serve Children’s Minnesota as a part of its Legacy Advisors group.

Currently, Gregg is serving on the Board of the United Hospital Foundation in St. Paul, and patriciates on the Major Gifts, Gift Policy and Executive committees. He and Beth have also established MN Kids Give, a non-profit that teaches young people the benefits of philanthropy.

Gregg loves to cook and is an avid golfer, tennis player, reader and world traveler.

Disclaimers:
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.

With more than 35 years at Morgan Stanley, Bruce concentrates on wealth management and planning for professionals and high net worth individuals. Bruce is committed to the advisor client relationship and continually strives to provide exceptional client service. Bruce has earned the firm’s designation of Family Wealth Director, a title held by less than 5% of the Financial Advisors at Morgan Stanley as of September 2020. He holds the Certified Private Wealth Advisor^® certification, administered by Investment Management Consultants Association ^® and taught in conjunction with The University of Chicago Booth School of Business.

Bruce is a cum laude graduate of Drake University with a Bachelor of Arts degree in Journalism. He also holds a law degree from Mitchell Hamline School of Law and is a member of the Minnesota State Bar Association (he is non-practicing at Morgan Stanley).

He serves as an industry representative arbitrator for the Financial Industry Regulatory Authority (FINRA), and is a board member of Interfaith Action of Greater St. Paul. In his leisure time, Bruce enjoys drumming, trying to stay fit, and reading. He and his wife Ann live in St. Paul and have three grown children.

Matt Adey, Financial Advisor, has over 23 years of investment experience. Matt has spent most of his career partnering with top tier financial advisors and their teams, providing the sophisticated support needed to help their clients reach their investment goals. One of Matt's areas of focus is portfolio construction and helping clients understand and navigate the capital markets.

Matt is a graduate of Gettysburg College, where he earned a Bachelor's degree in Accounting and Finance. In addition to obtaining the Series 7 and Series 66 licenses, Matt also holds the Certified Investment Management Analyst^® (CIMA^®) designation awarded by the Investments & Wealth Institute™, which is taught in conjunction with the Wharton School at the University of Pennsylvania.

Matt and his wife, Samantha, reside in Plymouth with their three sons. Outside of the office, Matt loves spending time with his family, attending their sons' many sports events, as well as playing golf, traveling, and cooking.

NMLS#: 2460329

Donna Klicka, Business Development Associate, embraces many responsibilities for the Nerland-Cummings Group and has been a pillar of consistency, as she offers an outstanding client experience while taking a true enjoyment from working with the group’s exceptional clientele. She implements the team’s standard of care by streamlining client onboarding, operations, and account maintenance, truly making our clients' lives easier.

With a wealth of experience in the financial industry that extends back to 1992, Donna has been recognized for her exceptional work in one of the industry’s leading publications, Registered Rep Magazine (2008), an honor Donna is very deserving of. Donna has also held other roles within the firm where she works closely with other peers on topics related to new service initiatives and on-going training. Donna holds her Series 7 and 66 licenses.

Family plays a major role for Donna outside of work. She and her husband have two children and a dog.

Kerry Seitz, Sr. Registered Client Service Associate, is a seasoned professional with over 40 years of experience in the Financial Services industry. Her career journey has taken her from the Smith Barney office in Milwaukee, WI, all the way to New York and back to the Midwest. She has a deep understanding of branch operations and client service, as well as training and supporting teams of service professionals. A master problem-solver, Kerry’s depth of knowledge allows her to deliver solutions to her team and to clients. She is a natural relationship builder and enjoys working directly with clients each day.

Kerry lives in Stillwater, MN with her husband Dave, and she is proud stepmom to Zach who is a Marine at Camp Pendleton. Outside of the office, Kerry takes advantage of the beauty of Minnesota with many camping and fishing trips. She also enjoys spending time with family and friends.

Maria Jiang, Certified Financial Planning Analyst, has more than 10 years of experience in the financial services industry, having spent most of her career working as a Sr. Registered Client Service Associate before recently getting her CFP^® designation. Maria graduated from University of California, San Bernardino, with a bachelor's degree in accounting, and has her MBA from Carroll University. Maria works closely with our clients to build and maintain a financial plan customized to meet your financial needs and help you achieve your life goals.

Maria and her husband, Robert, recently relocated to St. Paul from the Milwaukee, WI area. Outside of work, Maria likes to travel and spend time with her family and friends.

*This role cannot solicit or provide investment advice.