Our Team at Morgan Stanley Park City Branch

Photo of Michael Ruzek

Michael Ruzek, CFP®, CIMA®

Senior Vice President, Branch Manager, Institutional Consultant, Portfolio Management Director, Investing with Impact Director, Workplace Advisor - Equity Compensation, Alternative Investments Director
Phone:
(435) 645-2763(435) 645-2763
Photo of Jeremy Smith

Jeremy Smith

Vice President, Risk Officer
Phone:
(801) 733-2733(801) 733-2733
Photo of Joseph H. Barnhurst

Joseph H. Barnhurst

VIce President, Business Service Manager, Wealth Management Field
Phone:
(801) 578-8005(801) 578-8005

About Michael Ruzek

Michael A. Ruzek is an Institutional Consultant and Resident Manager based out of the team’s Park City, Utah office. A seasoned professional with over 20 years of experience, Mike has dedicated his entire career to providing highly customized advice to private wealth clients and foundations around the country. He and his team deliver a personalized approach that includes a thorough planning process and a commitment to outstanding service. He particularly enjoys working with entrepreneurs, business owners and complicated planning situations. His dedication to his practice and clients was acknowledged by Forbes Magazine in 2020, 2021, 2022, & 2023 as a Best-In-State Wealth Advisor in Utah.

As an Investing with Impact Director, Mike’s substantial knowledge of mission‐based and sustainable investment strategies brings a distinctive perspective to help clients align their investment programs to reflect their values. Increasingly, investors are defining long‐term value as not only realizing attractive returns, but also generating positive social or environmental change.

Upon graduating from the University of Utah, Mike joined Dean Witter, a predecessor firm of Morgan Stanley, as a Financial Advisor in 1998. Over the next 10 years, he worked at several financial institutions, including Wachovia Securities and Zions Investment Securities, before returning to Morgan Stanley in 2008. This collective experience provides Mike with a diverse set of skills and knowledge to help him guide and advise his clients in achieving their particular goals.

He is currently a member of:

• Association of Professional Investment Consultants
• Morgan Stanley’s Business Owners Advisory Council
• Investments & Wealth Institute

He has earned the following professional designations and:

• Certified Investment Management Analyst (CIMA®): Wharton School of Business, University of Pennsylvania
• CERTIFIED FINANCIAL PLANNER™ (CFP®): Certified Financial Planner Board of Standards.
• Investing with Impact Director
• Dedicated Equity Plan Specialist
• Portfolio Management Director

He is very active in his community has served on numerous nonprofit boards, most recently the Board of the Park City Community Foundation. Originally from New Jersey, Mike lives in Park City with his wife, two children and Labrador Retrievers. He is an avid skier, mountain biker, fly fisherman and amateur meteorologist using NOAA weather buoys in Hawaii to forecast winter storms.

2020-2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2020-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: KY, TX, WY, WV, WI, WA, VT, UT, VA, MN, MI, ME, MD, MA, LA, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, VI, GA, HI, IA, ID, IL, IN, KS; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255442

About Jeremy Smith

Jeremy Smith is a Vice President and Risk Officer with Morgan Stanley. He oversees the risk supervision function for offices in Utah, Wyoming and Colorado covering Holladay UT, Park City UT, Provo UT, Casper WY, Sheridan WY and Cherry Creek CO wealth management offices. He started his career in Financial Services at Morgan Stanley owned Discover Brokerage and has spent the last 4 years at the Morgan Stanley branch in Holladay UT. Jeremy received his bachelor’s degree from Brigham Young University and is originally from Pennsylvania but has called Utah home for most of his life. He enjoys spending time with his wife and two children exploring national parks, sites of interest, museums and road trips throughout the United States.

About Joseph H. Barnhurst

Joseph H Barnhurst is a Vice President, Business Service Officer with Morgan Stanley. He oversees the service side of the wealth management branches for the State of Utah. Currently including, Salt Lake City, Park City, Cottonwood Heights and Provo. He is originally from Sandy, UT and received his bachelor’s degree in Business Administration from University of San Francisco. Joe joined Ameriprise Financial as a Financial Advisor in 2006, in 2008 he Joined Morgan Stanley, in 2016 he took a position at Goldman Sachs to help start Marcus by Goldman Sachs, and eventually came back to Morgan Stanley in August 2018. Joe has two daughters and lives in the greater Salt Lake City area.

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Branch Address

1441 W. Ute Blvd
Suite 180
Park City, UT 84098
US
Get Directions
Branch:
(435) 649-3280(435) 649-3280
Toll-Free:
(800) 841-7664(800) 841-7664
Fax:
(435) 645-2760(435) 645-2760
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.

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2Tax 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.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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4Alternative 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.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The 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.

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7Morgan 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.

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8Morgan 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.

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9Tax 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.

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10Morgan 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

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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

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024