Paul J Scranton, CFP®
Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Alternative Investments Director
Phone:
(563) 344-4360(563) 344-4360
Quad Cities Wealth Management Group at Morgan Stanley
Direct:
(563) 344-4360(563) 344-4360
Toll-Free:
(800) 553-1871(800) 553-1871
Our Mission Statement
Striving to provide exceptional Client Service, We Help You Navigate Financial Decisions As Your Life Unfolds
Welcome
At the Quad Cities Wealth Management Group, we help clients set and achieve their financial goals in order to manage to and through a healthy retirement. Though the challenges facing today’s future retirees may seem daunting, it’s our job to understand your goals and to help you plan the steps you can take to prepare now for a better potential tomorrow.
We’ve built a team with strong experience in financial services and credentials in the areas of financial planning, portfolio management, retirement plans and insurance. We draw on our team’s collective wisdom to provide our clients with access to and understanding of a wide array of financial solutions.
Our deep breadth of knowledge about the many issues of wealth management and retirement planning, coupled with our commitment to client service, have resulted in deeply rewarding, long-term relationships with our clients. We invite you to begin that relationship today.
We are delighted to share that Forbes' latest release of annual ranking for The Quad Cities Best-In-State Wealth Management Teams has recognized The Quad Cities Wealth Management Group.
Forbes' Best-In-State Wealth Management Teams 2026
2026 Forbes Best-In-State Wealth Management Teams: [Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25.
We’ve built a team with strong experience in financial services and credentials in the areas of financial planning, portfolio management, retirement plans and insurance. We draw on our team’s collective wisdom to provide our clients with access to and understanding of a wide array of financial solutions.
Our deep breadth of knowledge about the many issues of wealth management and retirement planning, coupled with our commitment to client service, have resulted in deeply rewarding, long-term relationships with our clients. We invite you to begin that relationship today.
We are delighted to share that Forbes' latest release of annual ranking for The Quad Cities Best-In-State Wealth Management Teams has recognized The Quad Cities Wealth Management Group.
Forbes' Best-In-State Wealth Management Teams 2026
2026 Forbes Best-In-State Wealth Management Teams: [Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
We are fortunate to have two Financial Advisors within our group who have earned the CFP® designation - one of the top credentials in the financial services industry. Our carefully developed process allows us to properly align your investments with your long-term goals and objectives.
Step 1: Discovery
The Quad Cities Wealth Management Group will get to know what you and your family value most when building a relationship. We consider your entire financial and personal situation to carefully craft a financial strategy that best suits you and your loved ones.
Step 2: Forming Your Strategy
Using your life goals and personal circumstances as a blueprint, we will create a risk-balanced strategy that maps out a clear path to achieve your goals.
Step 3: Strategy Implementation
Coupled with Morgan Stanley's global suite of services, we will conduct careful research and analysis to ensure that you take calculated and versatile action in all market situations.
Step 4: Ongoing Review
Once your plan is implemented, the work has just begun. We consult with you regularly to monitor the performance of your strategy to ensure that you remain on-track towards your goals despite any changes in life or in the market.
Awards & Experience
Our professional investment credentials demonstrate a deep level of knowledge, a commitment to best practices, and the ability to coordinate efforts among other professionals, such as our clients' attorneys and CPAs.
FWD® (Family Wealth Director)
Paul Scranton holds Morgan Stanley's distinguished designation of Family Wealth Director.
The Family Wealth Director Designation is held by less than 4% of Financial Advisors at Morgan Stanley. Family Wealth Directors must demonstrate professional knowledge and experience in a range of wealth management solutions including estate planning strategies, alternative investments, control and restricted securities, lending solutions, hedging and monetization, and business succession planning.
Family Wealth Directors have specialized access to a variety of family advisory services including, family governance and wealth education, philanthropy management and lifestyle advisory.
The Family Wealth Director Designation is held by less than 4% of Financial Advisors at Morgan Stanley. Family Wealth Directors must demonstrate professional knowledge and experience in a range of wealth management solutions including estate planning strategies, alternative investments, control and restricted securities, lending solutions, hedging and monetization, and business succession planning.
Family Wealth Directors have specialized access to a variety of family advisory services including, family governance and wealth education, philanthropy management and lifestyle advisory.
CFP® (CERTIFIED FINANCIAL PLANNER™)
Paul Scranton and Andi Mills Hadjiyski hold the CFP® designation.
Financial advisors achieve the CFP® certification mark after undergoing a rigorous accreditation process. It requires CFP® professionals to act in their clients' best interest, using in-depth knowledge of issues such as the financial planning process, tax planning, retirement planning, and estate planning.
Financial advisors achieve the CFP® certification mark after undergoing a rigorous accreditation process. It requires CFP® professionals to act in their clients' best interest, using in-depth knowledge of issues such as the financial planning process, tax planning, retirement planning, and estate planning.
Digital Tools
To make the onboarding process as simple as possible we have gathered some of our most essential resources here at Morgan Stanley. You can find more information and steps to getting started below.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
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Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
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Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts and timely insights to support them at home and beyond.
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Digital Vault
Easily and conveniently manage and share life’s most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings. Digital Vault allows for easy document sharing, convenient access, and encrypted files.
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Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
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E-Authorization
With eAuthorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request.
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At Morgan Stanley Investment Management, we are a leading provider of alternative investment strategies with expertise that spans across private
equity, private credit, hedge funds, and real estate. We are dedicated to serving the unique needs of clients by delivering exceptional portfolios and custom alternative investment programs.
equity, private credit, hedge funds, and real estate. We are dedicated to serving the unique needs of clients by delivering exceptional portfolios and custom alternative investment programs.
Private Equity
Our private equity teams invest in segments of the market that, in our view, are generally underserved by other providers of private capital. We invest directly in private businesses and also allocate capital to compelling fund managers, secondary market opportunities and co-investments on behalf of our limited partners. We seek situations where we believe our expertise, reputation and access to the unparalleled resources of Morgan Stanley will enable us to generate attractive risk-adjusted returns.
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Private Credit
Private Credit investing is an essential component of Morgan Stanley Investment Management’s alternative investments platform. We manage a well-defined group of strategies and seek to deliver attractive returns to our investors by forging successful partnerships with our portfolio companies.
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Real Estate
Morgan Stanley Real Estate Investing (MSREI) is the global private real estate investment management arm of Morgan Stanley. With ~200 professionals in 17 offices across 13 countries plus decades of experience investing internationally, MSREI is uniquely positioned to execute core and opportunistic strategies globally.
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Infrastructure
Morgan Stanley Investment Management has been investing in infrastructure assets on a global basis for over 10 years. We have since emerged as one of the industry’s leading direct infrastructure investment platforms with offices in New York, London, Melbourne, Hong Kong, Amsterdam and Mumbai.
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Morgan Stanley Private Markets
Morgan Stanley Private Markets offers extensive opportunities for clients to engage in the private markets, providing access to a broad array of private market solutions, including co-investments and direct investments.
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Alternative Investments Brochure
Explore investments beyond traditional portfolios. With unmatched experience, scale and reach across our global network, Morgan Stanley is an industry leader in alternative investments.
View Brochure HereLocation
4300 East 53rd St
Ste 300
Davenport, IA 52807
US
Direct:
(563) 344-4360(563) 344-4360
Toll-Free:
(800) 553-1871(800) 553-1871
Meet Quad Cities Wealth Management Group
Kelly Bramer
Senior Vice President, Financial Advisor, Alternative Investments Director
Phone:
(563) 344-4374(563) 344-4374
Phone:
(563) 344-4396(563) 344-4396
Joché Gauley
Vice President, Wealth Management Associate
Phone:
(563) 344-4303(563) 344-4303
Jessica Oelmann, FPS
Business Development Associate, Alternative Investments Specialist, Financial Planning Specialist*
Phone:
(563) 344-4348(563) 344-4348
Nicole Hohl
Registered Client Relationship Analyst
Phone:
(563) 344-4317(563) 344-4317
Marissa Harris
Client Relationship Analyst
Phone:
(563) 344-4318(563) 344-4318
About Paul J Scranton
For over 25 years, Paul has helped steer his clients’ finances toward retirement futures designed to help protect their hard-earned money and support their dreams. After graduating with a Bachelor of Science degree in Finance from Drake University in Des Moines, Iowa, Paul started his career in financial services at General Reinsurance in Dallas, Texas. He achieved the title of Assistant Vice President and then turned his skills towards helping people with their investments.
He began with American Express Financial Advisors in Minneapolis, and in 2000 returned to his hometown area of the Quad Cities to work for Smith Barney. Paul earned his CFP® designation in January of 2007 and was a co-founder of the Quad Cities Wealth Management Group. Paul also served on the Financial Advisor Council for three years, partnering with firm leadership to represent advisor perspectives and help advance initiatives supporting the field and client experience.
As one of the founding members of Quad Cities Wealth Management Group, Paul sets strategic goals for the team. One of his key roles is to oversee management of all client relationships and to provide unparalleled client service. In addition, he diligently researches investment solutions that help enable the team’s clients to balance risk and reward in alignment with what is most comfortable and suitable to their individual needs.
Outside of work, Paul donates many hours to the John Deere Classic PGA Tournament, an annual event that generates over $50M in economic impact to the Quad Cities area. Paul was the Chairman of this event in 2016. He is also a member of the Bettendorf Rotary and the Association of Professional Investment Consultants, and has volunteered for the American Red Cross, Iowa SIDS Foundation, Camp Shalom, and Skip-A-Long Daycare Centers. Originally from Moline, Illinois, Paul is married to a native Iowan. When not serving clients, Paul enjoys spending time with his family and following the endeavors of his three children as they build successful careers and pursue their passions. He takes great pride in their accomplishments and welcomes every opportunity to visit and support them along the way.
He began with American Express Financial Advisors in Minneapolis, and in 2000 returned to his hometown area of the Quad Cities to work for Smith Barney. Paul earned his CFP® designation in January of 2007 and was a co-founder of the Quad Cities Wealth Management Group. Paul also served on the Financial Advisor Council for three years, partnering with firm leadership to represent advisor perspectives and help advance initiatives supporting the field and client experience.
As one of the founding members of Quad Cities Wealth Management Group, Paul sets strategic goals for the team. One of his key roles is to oversee management of all client relationships and to provide unparalleled client service. In addition, he diligently researches investment solutions that help enable the team’s clients to balance risk and reward in alignment with what is most comfortable and suitable to their individual needs.
Outside of work, Paul donates many hours to the John Deere Classic PGA Tournament, an annual event that generates over $50M in economic impact to the Quad Cities area. Paul was the Chairman of this event in 2016. He is also a member of the Bettendorf Rotary and the Association of Professional Investment Consultants, and has volunteered for the American Red Cross, Iowa SIDS Foundation, Camp Shalom, and Skip-A-Long Daycare Centers. Originally from Moline, Illinois, Paul is married to a native Iowan. When not serving clients, Paul enjoys spending time with his family and following the endeavors of his three children as they build successful careers and pursue their passions. He takes great pride in their accomplishments and welcomes every opportunity to visit and support them along the way.
Securities Agent: CA, GA, WI, PA, OH, ID, NJ, CO, FL, TX, MI, AR, NY, MO, IA, DE, WA, VA, MN, KS, OR, NC, MD, AZ, AK, NM, HI, DC, CT, UT, TN, IN, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1288186
NMLS#: 1288186
About Kelly Bramer
Kelly’s career in financial services began over three decades ago in 1986, at the predecessor firm to Morgan Stanley, Shearson Lehman Brothers, in Davenport, IA.
Kelly has shaped his entire career on a “Client First” priority. As the financial quarterback for his clients, Kelly has led them in all areas of building wealth: Portfolio Management, Retirement Planning, as well as Tax and Estate Planning strategies. Working closely with their tax and legal advisors, his clients take comfort knowing their years of hard work and saving will create a lasting legacy.
Outside of Morgan Stanley, Kelly has volunteered countless hours at Our Lady of Lourdes Catholic Church in Bettendorf since 1998, serving in various leadership roles with the Endowment, Financial Council and as Trustee. Kelly is currently involved in strategic planning for the parish as it prepares for the future, expanding its reach to meet the growing needs of our community and to build the catholic education experience for all youth in the Bettendorf area.
Kelly has been married for over 35 years to Ann Marie, whose constant support has been so vital in Kelly’s career. They raised their three wonderful children in Bettendorf, but now split their time between the Quad cities and Naples, FL. They enjoy playing golf, water sports, and meeting up with friends... but they mostly look forward to traveling to spend time with their adult children.
Kelly has shaped his entire career on a “Client First” priority. As the financial quarterback for his clients, Kelly has led them in all areas of building wealth: Portfolio Management, Retirement Planning, as well as Tax and Estate Planning strategies. Working closely with their tax and legal advisors, his clients take comfort knowing their years of hard work and saving will create a lasting legacy.
Outside of Morgan Stanley, Kelly has volunteered countless hours at Our Lady of Lourdes Catholic Church in Bettendorf since 1998, serving in various leadership roles with the Endowment, Financial Council and as Trustee. Kelly is currently involved in strategic planning for the parish as it prepares for the future, expanding its reach to meet the growing needs of our community and to build the catholic education experience for all youth in the Bettendorf area.
Kelly has been married for over 35 years to Ann Marie, whose constant support has been so vital in Kelly’s career. They raised their three wonderful children in Bettendorf, but now split their time between the Quad cities and Naples, FL. They enjoy playing golf, water sports, and meeting up with friends... but they mostly look forward to traveling to spend time with their adult children.
Securities Agent: HI, CA, WA, NJ, MN, MI, CT, AK, NY, MO, IA, ID, CO, WI, PA, OH, DE, AR, UT, NC, IN, OR, NM, KS, FL, DC, TX, TN, MD, AZ, VA, GA, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 2667561
NMLS#: 2667561
About Andi Mills Hadjiyski
Andi joined Morgan Stanley in 2024 with extensive financial planning experience and a strong commitment to comprehensive, goals-based advice. She earned the CERTIFIED FINANCIAL PLANNER™ designation in 2017 and brings valuable experience supporting next-generation clients and women-focused initiatives.”
As a financial advisor, Andi aspires to treat each client’s financial situation with the same responsibility and devotion of her own. She aims to make her clients’ financial lives less stressful by providing quality service, guidance and partnership. Andi joined the industry due to her care for people and her desire to build long-term family relationships based on trust and transparency. Andi attended DePauw University in Greencastle, Indiana where she obtained her bachelor’s degree in economics. While in college, she spent two years working as a private wealth management intern before joining a team in Chicago. She is Series 7 and Series 66 licensed.
Andi was born in Moline, Illinois and had been a resident of Chicago since September 2015 before moving back home to the Quad Cities during Covid in 2021. Andi is inspired and devotes personal time to a local non-profit, Empowering Abilities, which is a premier service provider who passionately advocates on behalf of individuals with disabilities by creating opportunities for them to succeed, to achieve, to grow and to be happy.
Outside of the office, Andi enjoys traveling and spending time with her husband, Stamo, their daughter, Gabriela, their newborn son, Nico, and their puppy, Ned. She also enjoys staying active through sports and exercise.
As a financial advisor, Andi aspires to treat each client’s financial situation with the same responsibility and devotion of her own. She aims to make her clients’ financial lives less stressful by providing quality service, guidance and partnership. Andi joined the industry due to her care for people and her desire to build long-term family relationships based on trust and transparency. Andi attended DePauw University in Greencastle, Indiana where she obtained her bachelor’s degree in economics. While in college, she spent two years working as a private wealth management intern before joining a team in Chicago. She is Series 7 and Series 66 licensed.
Andi was born in Moline, Illinois and had been a resident of Chicago since September 2015 before moving back home to the Quad Cities during Covid in 2021. Andi is inspired and devotes personal time to a local non-profit, Empowering Abilities, which is a premier service provider who passionately advocates on behalf of individuals with disabilities by creating opportunities for them to succeed, to achieve, to grow and to be happy.
Outside of the office, Andi enjoys traveling and spending time with her husband, Stamo, their daughter, Gabriela, their newborn son, Nico, and their puppy, Ned. She also enjoys staying active through sports and exercise.
Securities Agent: NY, NM, TN, IA, DC, CT, AR, TX, NJ, MA, ID, UT, IN, PA, GA, CO, WA, NC, MN, AK, MI, KS, OR, MO, MD, HI, WI, IL, DE, CA, VA, OH, FL, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 2673124
NMLS#: 2673124
About Joché Gauley
Joché is a Wealth Management Associate with Quad Cities Wealth Management at Morgan Stanley. She has been with the firm for over 25 years and joined the Group in 2004. Joché's primary focus is on providing first-class client service and strategic operational and administrative support to the Quad Cities Wealth Management clients. She is the first point of contact for many client questions. On a daily basis she opens and monitors new and managed accounts, handles administrative and operational matters, and executes buy and sell orders.
Joché enjoys her daily interactions with clients and extends to them the same courtesies and level of personal care as if they were family. She makes special efforts to remember client birthdays, anniversaries and important milestones as well as to troubleshoot and help to solve any kind of client issue that may arise.
Joché is married and the proud mother of two adult sons. Family means everything to her, and she loves being an involved mom. In her spare time, she enjoys baking, reading, and gardening.
Joché enjoys her daily interactions with clients and extends to them the same courtesies and level of personal care as if they were family. She makes special efforts to remember client birthdays, anniversaries and important milestones as well as to troubleshoot and help to solve any kind of client issue that may arise.
Joché is married and the proud mother of two adult sons. Family means everything to her, and she loves being an involved mom. In her spare time, she enjoys baking, reading, and gardening.
About Jessica Oelmann
Jessica Oelmann is a Business Development Associate with the Quad Cities Wealth Management Group at Morgan Stanley. She joined Morgan Stanley after earning her bachelor’s degree from Western Illinois University more than a decade ago. In her role, Jessica helps ensure the seamless day-to-day management of client relationships and team administration, with a focus on enhancing the client experience. She supports investment management implementation, client reporting, and marketing initiatives, and is known for her exceptional resourcefulness—proactively finding solutions, navigating complex requests, and anticipating team and client needs.
Within the firm, Jessica was selected to serve on the National Support Professional Advisory Council (SPAC)—one of 16 members—providing a two-way feedback channel between the branch service organization, senior leadership, and the Home Office. The Council focuses on service initiatives, enhancements, and the field experience. Prior to her nomination to SPAC, she served as a local Support Professionals coach, helping onboard new associates and assisting with training schedules and content.
Jessica lives in a small town outside the Quad Cities with her husband, Brandon, and their son, Grayson. Outside of work, she enjoys crafting, volunteering, and spending time with her family. She currently serves as Co-Lay Director for the Northwest Area TEC Program, is part of the women’s ministry leadership team at her church, and serves on the board for her local library’s SNAILS group. Whether at the family lake house in the summer or on winter getaways in Northern Wisconsin, she values making meaningful memories with loved ones.
Within the firm, Jessica was selected to serve on the National Support Professional Advisory Council (SPAC)—one of 16 members—providing a two-way feedback channel between the branch service organization, senior leadership, and the Home Office. The Council focuses on service initiatives, enhancements, and the field experience. Prior to her nomination to SPAC, she served as a local Support Professionals coach, helping onboard new associates and assisting with training schedules and content.
Jessica lives in a small town outside the Quad Cities with her husband, Brandon, and their son, Grayson. Outside of work, she enjoys crafting, volunteering, and spending time with her family. She currently serves as Co-Lay Director for the Northwest Area TEC Program, is part of the women’s ministry leadership team at her church, and serves on the board for her local library’s SNAILS group. Whether at the family lake house in the summer or on winter getaways in Northern Wisconsin, she values making meaningful memories with loved ones.
About Nicole Hohl
Nicole joined the Quad Cities Wealth Management Group at Morgan Stanley in 2023, bringing eight years of financial services experience. She earned a degree in Business Management from Benedictine University, where she was also a member of the volleyball team. Nicole supports the advisors through a wide range of administrative responsibilities and spends significant time interacting with clients. She is insurance licensed and can assist clients with questions related to insurance products. Nicole takes pride in treating clients like family and delivering a high-touch service experience.
In her free time, Nicole enjoys playing and coaching volleyball, as well as relaxing at home watching movies with her husband, Logan, their two daughters, Vivian and newborn Lucille, and their pup, Luna.
In her free time, Nicole enjoys playing and coaching volleyball, as well as relaxing at home watching movies with her husband, Logan, their two daughters, Vivian and newborn Lucille, and their pup, Luna.
About Marissa Harris
Marissa joins the Quad Cities Wealth Management Group at Morgan Stanley with a background in client relations and benefit coordination. She transitioned into the insurance and financial industry after several years in education, where she developed a passion for helping others and building meaningful connections.
In her role as a Client Service Associate, Marissa supports the team’s financial advisors by managing administrative tasks. She is known for her thoughtful approach and commitment to delivering consistent, high-quality service.
Marissa lives in the Quad Cities area with her husband, two children, and their dog Stanley—a therapy dog who goes to school with her husband and brings comfort to students and staff. She loves being outdoors, hiking, reading, and is an enthusiastic volunteer with Junior Achievement, where she works with young students to help them build financial literacy and life skills.
In her role as a Client Service Associate, Marissa supports the team’s financial advisors by managing administrative tasks. She is known for her thoughtful approach and commitment to delivering consistent, high-quality service.
Marissa lives in the Quad Cities area with her husband, two children, and their dog Stanley—a therapy dog who goes to school with her husband and brings comfort to students and staff. She loves being outdoors, hiking, reading, and is an enthusiastic volunteer with Junior Achievement, where she works with young students to help them build financial literacy and life skills.
Contact Paul J Scranton
Contact Kelly Bramer
Contact Andi Mills Hadjiyski
The Power of Partnerships
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
Sarah Ott, CFP®
Financial Planning Director, First Vice President
About Sarah Ott
Sarah Ott, CFP®, CPWA® is a first vice president and senior financial planning director, serving Morgan Stanley Wealth Management offices in the Mid America region. She partners with financial advisors to deliver comprehensive and personalized planning experiences for high-net-worth and ultra-high-net-worth clients. Sarah provides expertise across advanced planning topics including tax mitigation strategies, charitable giving, trust and estate planning, and equity compensation. She also serves as a planning subject matter expert and coach for financial advisors, elevating planning integration into the wealth management process and connecting financial advisors to relevant firm resources.
Sarah began her career in financial services in 2014 and joined Morgan Stanley in 2022. Prior to her current position, she was a financial advisor and director of Financial Planning Operations at Thrivent Financial.
Sarah graduated from Saint Louis University with a Bachelor of Science in business administration with a concentration in entrepreneurship. She holds her CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor® designations. Outside of work, Sarah enjoys traveling with her family, trying new restaurants, renovating homes, and attending concerts and sporting events.
Sarah began her career in financial services in 2014 and joined Morgan Stanley in 2022. Prior to her current position, she was a financial advisor and director of Financial Planning Operations at Thrivent Financial.
Sarah graduated from Saint Louis University with a Bachelor of Science in business administration with a concentration in entrepreneurship. She holds her CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor® designations. Outside of work, Sarah enjoys traveling with her family, trying new restaurants, renovating homes, and attending concerts and sporting events.
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.
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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.
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.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Alternative 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.
7Morgan 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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Alternative 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.
7Morgan 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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
