Rachel Tavlarides
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(303) 925-9655(303) 925-9655
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Accomplishing your financial goals does not have to be stressful. With my 19 years of experience, I will strive to provide sage advice and personal guidance tailored to you and your objectives. Through a combination of traditional investment guidance pertaining to retirement assets and pension advice, I can also help create tax efficient solutions and thoughtful estate planning support. While you have worked hard and potentially taken risks to accumulate your wealth, I will use a holistic approach in guiding you every step of the way to ensure your financial wellbeing.
For those already in retirement, we can focus primarily on generating income with a full spectrum of investment options, while simultaneously preserving wealth. When collaborating with clients working towards their retirement goals, I strive to provide proactive, ongoing advice with customized solutions. Whether it be guiding you with your 401k rollover, selling a business, or efficient management of generational wealth, at Morgan Stanley, you may potentially benefit from a sophisticated platform of offerings and streamlined technology, ensuring you feel confident in your plan and its progress every step of the way.
Proficient in building financial plans, I work with clients and their families as we move through each stage together. As changes arise, I am there at each turn to adjust as needed and layout the path ahead.
I remain fully committed to developing long-term relationships through exceptional service, reliable advice and frequent communication. I welcome the opportunity to meet new, prospective clients and look forward to building strong relationships.
For those already in retirement, we can focus primarily on generating income with a full spectrum of investment options, while simultaneously preserving wealth. When collaborating with clients working towards their retirement goals, I strive to provide proactive, ongoing advice with customized solutions. Whether it be guiding you with your 401k rollover, selling a business, or efficient management of generational wealth, at Morgan Stanley, you may potentially benefit from a sophisticated platform of offerings and streamlined technology, ensuring you feel confident in your plan and its progress every step of the way.
Proficient in building financial plans, I work with clients and their families as we move through each stage together. As changes arise, I am there at each turn to adjust as needed and layout the path ahead.
I remain fully committed to developing long-term relationships through exceptional service, reliable advice and frequent communication. I welcome the opportunity to meet new, prospective clients and look forward to building strong relationships.
Securities Agent: CA, NY, IN, FL, TN, TX, OK, MO, SC, OR, PA, IL, ID, MD, VA, OH, IA, AZ, UT, NH, KS, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 2425899
NMLS#: 2425899
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Background
As a Senior Vice President with Morgan Stanley, I understand the value of each detail in every conversation with my clients. It is not enough to merely manage the numbers. I have found it vital I understand how each client feels about their assets and ability to accomplish their goals; whether it be living comfortably in retirement, or leaving a legacy to their heirs or favorite charity. Working with individuals, couples and multi-generation families, I find great joy in learning each client’s story and what has brought them to where they are today.
My passion for financial advising started while attending the University of Arizona. An avid lover of numbers and helping people, I realized I could marry the two with this role. Shortly after earning a degree in finance, I began working as an advisor with JP Morgan Chase where I successfully grew my business for over 16 years.
When I’m not working with clients, I enjoy spending time with my husband and 2 teenage children. You can often catch us outdoors either at sporting events, concerts or on one of Colorado’s many beautiful trails.
My passion for financial advising started while attending the University of Arizona. An avid lover of numbers and helping people, I realized I could marry the two with this role. Shortly after earning a degree in finance, I began working as an advisor with JP Morgan Chase where I successfully grew my business for over 16 years.
When I’m not working with clients, I enjoy spending time with my husband and 2 teenage children. You can often catch us outdoors either at sporting events, concerts or on one of Colorado’s many beautiful trails.
Location
5251 Dtc Parkway
Suite 1500
Greenwood Village, CO 80111
US
Direct:
(303) 925-9655(303) 925-9655
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Rachel Tavlarides today.
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
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)
