Aron D. Huddleston, CFA
Managing Director, Wealth Management, Financial Advisor, Chartered Financial Analyst, Senior Portfolio Management Director, Family Wealth Director, Alternative Investments Director, Workplace Advisor - Equity Compensation
Realize Wealth Management Group at Morgan Stanley
Direct:
(402) 399-6194(402) 399-6194
Toll-Free:
(800) 228-3309(800) 228-3309
Our Mission Statement
To help our clients realize their own vision of financial success.
WHO WE ARE
Realize Wealth Management Group, is a credentialed, multi-generational team that delivers meaningful guidance and an elevated standard of care to a select group of individuals, families, businesses and institutions – nationwide.
Our mission is defined by the components of our name:
REALIZE – By definition, "realize" has multiple meanings relevant to your financial life:
To make more clear. We use a straightforward approach to help you gain a clear understanding of your entire financial situation.
To bring into concrete existence. In practice, this is about bringing creativity, focus, and engagement into every interaction with one goal in mind: To help you reach yours.
WEALTH – We take a client-centered approach to delivering comprehensive personal wealth strategies. Drawing on decades of real-world financial experience, our team assists you in planning for the certainty of uncertainty in virtually all aspects of your financial life.
MANAGEMENT – As discretionary Portfolio Managers, we manage your assets using a clear and understandable investment philosophy that provides the foundation for helping you reach your goals. Our process is defined by a disciplined, prudent approach that continuously adjusts and adapts to ever-changing economic and market conditions.
GROUP – We believe that the power of a dedicated team of people, versus just one individual, allows for a greater degree of client focus and innovation at every stage of your life.
Our commitment to excellence has earned notable recognition, including Aron Huddleston's seven consecutive years (2018-2024) on Forbes Magazine's list of America's Best-in-State Wealth Advisors and our team's inclusion in the Forbes Best-in-State Wealth Management Teams Ranking for 2024 and 2025.
Disclosures:
2018 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2024 - 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. Awards Disclaimers: https://www.morganstanley.com/disclosures/awards-disclosure/
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
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.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4226918 02/25
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our commitment to our mission is based on three core principles:
Family Office Resources
Our integrated approach to planning includes family issues, wealth transfer, asset protection and location, and business succession planning, with a focus on helping you.
Here are just some of the resources and services we provide to help you manage the complex, multigenerational challenges of managing significant wealth.
Here are just some of the resources and services we provide to help you manage the complex, multigenerational challenges of managing significant wealth.
Family Governance & Dynamics
The processes that affluent families use to make key decisions and convey them to their family offices are of crucial importance—not only to the proper functioning of your office, but to the preservation of unity within your family.
Managing Conflict, Fostering Continuity
Philanthropic Planning
Maximize your philanthropic impact with a clear mission, focused strategy, and tools for effective governance to align your efforts with your family's values.
Family Philanthropy Toolkit
Tax-Efficient Planning
The tax decisions you make today can help you save for years to come. We are happy to collaborate with your tax advisor to implement appropriate tax strategies.
Smart Tax Strategies for Your Financial Plan
Protecting Your Legacy
Develop strategies that pass down your family values as well as your family assets. Estate and trust planning is critical to a successful financial plan.
Why You May Need a Trust
Cybersecurity & Fraud Prevention For Family Offices
Family offices are particularly vulnerable to cyber threat and fraud. Learn the steps you can take to help boost your security as well as what Morgan Stanley does to help protect you.
Cybersecurity & Fraud Prevention
Family Wealth Education
The Family Governance & Wealth Education group helps ultra high net worth families strive to maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation they need to lead meaningful, fulfilled and engaged lives.
Opening Pandora's Box: 10 Rules for Talking to Kids About Money
Signature Access Lifestyle Advisory
A broad range of specialty services are available to enrich and enhance the health, safety, comfort, and interests of affluent families, from private aviation, personal security, art advisory, and household staffing, to advisory services for single family offices.
Elevate and Enrich Your Lifestyle
Private Health Care Advisory
The Evolution of Private Health Advisory: Our partner provides objective information, expedited access to top specialists and premier medical centers to help you navigate the U.S. health care system.
Private Health Care AdvisoryOUR COMMITMENT TO LIFE-LONG LEARNING
Credentials and experience really do matter. Throughout our careers, our team has been dedicated to advanced learning for ourselves and our clients. This continual commitment ensures we remain on the forefront of the latest and most effective wealth management strategies and helps us deliver a more powerful client experience for the clients we serve.
We feel understanding why these certifications matter and how they provide value, can help you better understand the capabilities that the members of our team bring to our client/advisor relationship.
Charter Financial Analyst® (CFA®)
One of the most respected and recognized investment credentials in the world, the CFA charter represents a tradition of upholding the highest standards of education and integrity in the investment profession. The charter is globally recognized as the definitive standard to measure the competence, integrity, and dedication of serious investment professionals. Its primary focus is on investment selection and portfolio management.
Aron Huddleston, Andy Jacobitz, & Andrew Wegner* are CFA® charterholders.
CERTIFIED FINANCIAL PLANNER® (CFP®)
The CFP® designation focuses on advancing an advisor's financial planning skills. They have in-depth knowledge on essential wealth management components, such as retirement planning, estate planning strategies, investment tax planning strategies, investment planning, and more. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Nick Nalbach and Bob Forrest maintain their CFP® certification.
Certified Investment Management Analyst® (CIMA®)
The CIMA® designation is an international certification that focuses on investment management capabilities. These professionals are skilled in tailoring portfolios to help meet each client's specific goals while building the appropriate risk-based strategy.
Nick Nalbach maintains this designation.
Certified Private Wealth Advisor® (CPWA®)
The CPWA® designation is designed for Financial Advisors and consultants who work with high-net-worth
clients. Financial Advisors with the CPWA® designation have successfully completed coursework in advanced wealth management strategies and applied concepts and have passed a comprehensive examination covering the following areas: advanced tax planning, asset preservation, executive compensation plans, stock options, tax-efficient
portfolios, business planning, retirement planning, charitable planning, and estate planning.
Nick Nalbach maintains this designation.
Chartered Advisor in Philanthropy® (CAP®)
The CAP® designation is awarded to professionals who demonstrate expertise in philanthropic planning. These individuals help clients incoporate charitable giving into their financial and estate strategies to achieve meaningful personal, faily, and societal goals. The curriculum includes advance studies in tax-efficient giving, estate planning, and the integration of philanthropy into holistic wealth management.
Bob Forrest maintains this designation.
Senior Portfolio Manager Director
A designation that allows a select group of Morgan Stanley Financial Advisors who are qualified by the firm – based on training, experience and commitment – to make investment decisions on your behalf and independently manage your assets.
Aron Huddleston & Andy Jacobitz hold this designation.
Family Wealth Director
This designation is given to those with extensive experience working with ultra-high worth families. Family Wealth Directors have undergone specialized training to expand their services to affluent families who often have complex, multigeneration challenges with managing significant wealth.
Aron Huddleston has achieved this designation.
Alternative Investments Director
Alternative Investment Directors have specialized knowledge and experience in the use of alternative investments. Morgan Stanley provides individuals and institutions access to world-class alternative investment strategies spanning private equity, real assets, private credit, hedge funds and digital assets. These strategies may deliver differentiated sources of return relative to traditional equity and fixed income investments, as well as offer potential for tax efficiency.
Aron Huddleston has achieved this designation.
Newsletters & Resources
On a quarterly basis our team writes and publishes a newsletter that you may view below. We believe in empowering our clients through education on relevant market and financial planning topics.
- Market Insights: Observations & Outlook
- 2024 Tax Form Mailing Schedule
- Financial Planning Corner: 529 Plan to Roth IRA Rollovers
- 2025 Contribution Limits
- Common Investment Account Types
- Realize Wealth Management Group is Named to Forbes Best-In-State Wealth Management Teams for the Second Year in a Row!
- Bob Forrest Earns the Charted Advisor in Philanthropy®Designation!
- Celebrating Well-Deserved Promotions! Aron Huddleston promoted to Managing Director, Christina Large promoted to Vice President, and Nick Nalbach promoted to Associate Vice President.
- Giving Back and Volunteering at Timberlake Outreach Center of Open Door Mission
- Market Insights: Interest Rate Confusion
- Financial Planning Corner: Securing Your Legacy: The Basics of Estate Planning
- The Media - A Landscape Designed for the Extremes
- Data Breach: Protecting Yourself
- Year-End Financial Checklist
- 9th Annual Client Event Recap
- Congratulations to Andrew Wegner on tying the knot!
- Market Insights: Election 2024
- Financial Planning Corner: Are you Prepared for Retired Life?
- Morgan Stanley Rsearch & Resources
- Nick Nalbach welcomes his baby girl to the world!
- Christina Large is promoted to Group Director!
- James Silva joins our team as our new intern!
- Overcoming Emotions: A Key to Success
- Planning for Your Next Tax Return: 2024
- Financial Planning Corner: Starting a Family
- Current Scams and Tips to Stay Safe
- Realize Wealth Management Group Named as Forbes Best-In-State Wealth Management Team for 2024!
- Aron Huddleston Named as Forbes List of America's Best-In-State Wealth Advisors for 2024 (7th Year in a Row!)
- Andrew Wegner Earns Prestigious Chartered Financial Analyst* (CFA) Designation!
2025 Winter Newsletter
Articles included in this quarter's newsletter:
Team News!
2024 Fall Newsletter
Articles included in this quarter's newsletter:
Team News!
2024 Summer Newsletter
Articles included in this quarter's newsletter:
Team News!
2024 Spring Newsletter
Articles included in this quarter's newsletter:
Team News!
Location
13625 California St
Ste 400
Omaha, NE 68154
US
Direct:
(402) 399-6194(402) 399-6194
Toll-Free:
(800) 228-3309(800) 228-3309
Fax:
(402) 399-6336(402) 399-6336
Meet Realize Wealth Management Group
Andy Jacobitz, CFA
Senior Vice President, Financial Advisor, Senior Portfolio Management Director, Chartered Financial Analyst
Phone:
(402) 399-6196(402) 399-6196
Nick Nalbach, CFP®, CIMA®, CPWA®
Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist, CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst, Certified Private Wealth Advisor®
Financial Advisor, Senior Portfolio Manager, CERTIFIED FINANCIAL PLANNER®, Chartered Advisor in Philanthropy
Christina Large
Vice President, Group Director
Phone:
(402) 399-6192(402) 399-6192
Cathleen (Cat) Morrison
Portfolio Associate
Phone:
(402) 399-6194(402) 399-6194
Jackie Mockelstrom
Client Service Associate
Phone:
(402) 399-6198(402) 399-6198
Andrew Wegner, CFA*
Wealth Management Analyst
Phone:
(402) 399-6191(402) 399-6191
About Aron D. Huddleston
With more than two decades of investing and wealth planning experience, Aron Huddleston delivers an extensive suite of highly customized financial planning and investment services to individual clients, families, foundations, and endowments. As of December 2023, Aron is among the 5% of Morgan Stanley Financial Advisors who have earned the Family Wealth Director designation, enabling him to offer access to the advanced resources needed to help affluent families address the complex, multigenerational challenges of managing significant wealth and legacy aspirations. He is also an Alternative Investment Director, demonstrating specialized knowledge and experience in areas such as real estate, private equity, and credit.
As a Senior Portfolio Management Director, Aron brings his passion for investment research to clients of the Realize Wealth Management Group. Employing a robust process to analyze and select investments, he has created portfolio strategies to match various client risk tolerances. Aron holds the prestigious Chartered Financial Analyst® (CFA) designation, which is widely known as the gold standard of investment credentials.
The Realize Wealth Management Group’s unwavering pursuit of excellence has garnered recognition. Aron Huddleston earned a place on Forbes Magazine’s list of America’s Best-in-State Wealth Advisors for seven consecutive years from 2018 to 2024. Additionally, the team's commitment to excellence was affirmed by their inclusion in the Forbes Best-in-State Wealth Management Teams Ranking for 2024.
Aron graduated from Nebraska Wesleyan University in Lincoln, where he received a B.S. in business administration with a minor in mathematics. He went on to earn a Master of Investment Management and Financial Analysis from Creighton University’s Heider College of Business, where he has also served as an adjunct instructor. Aron resides in the Omaha area with his wife, Ann, and their two children. He enjoys hunting, fishing, watching sports, and relaxing with his family and friends.
Disclosures:
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
2018 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
As a Senior Portfolio Management Director, Aron brings his passion for investment research to clients of the Realize Wealth Management Group. Employing a robust process to analyze and select investments, he has created portfolio strategies to match various client risk tolerances. Aron holds the prestigious Chartered Financial Analyst® (CFA) designation, which is widely known as the gold standard of investment credentials.
The Realize Wealth Management Group’s unwavering pursuit of excellence has garnered recognition. Aron Huddleston earned a place on Forbes Magazine’s list of America’s Best-in-State Wealth Advisors for seven consecutive years from 2018 to 2024. Additionally, the team's commitment to excellence was affirmed by their inclusion in the Forbes Best-in-State Wealth Management Teams Ranking for 2024.
Aron graduated from Nebraska Wesleyan University in Lincoln, where he received a B.S. in business administration with a minor in mathematics. He went on to earn a Master of Investment Management and Financial Analysis from Creighton University’s Heider College of Business, where he has also served as an adjunct instructor. Aron resides in the Omaha area with his wife, Ann, and their two children. He enjoys hunting, fishing, watching sports, and relaxing with his family and friends.
Disclosures:
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
2018 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018 - 2024). 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: NV, AL, MD, IL, ID, NC, ME, DE, CO, NH, MT, MO, AZ, WA, NY, FL, WI, VA, TX, NE, ND, MN, IN, GA, DC, SD, SC, PA, OR, OK, KY, AK, WY, KS, CA, OH, IA, NM, NJ, MI, MA, CT, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1514388
NMLS#: 1514388
About Andy Jacobitz
Andy Jacobitz has been creating and implementing highly customized investment strategies to help families realize their life goals since 1993, the year he left the administration of President George H.W. Bush, where he worked with trade and agricultural policies. Thanks to the confidence his clients have placed in him and his team, The Realize Wealth Management Group at Morgan Stanley was recognized in 2024 and 2025 as a Forbes Best-In-State Wealth Management Team.
Andy’s initial interest in portfolio management came while serving on the investment committee of his alma mater. At the time, he was pursuing an M.S. in economics from Oxford University in England. His master’s thesis at Oxford researched privatization of collective farms in the formerly communist and newly democratic Eastern Bloc country of Hungary. He later went on to earn the Chartered Financial Analyst® designation, one of the most difficult-to-attain professional designations in the financial services industry.
Andy served as an editor for Farm Futures Magazine, where he wrote about futures, options and hedging strategies. Andy graduated summa cum laude from the University of Nebraska-Lincoln. While there he was a Regent’s Scholar, a Chancellor’s Scholar, and a member of Innocents (the Chancellor’s senior honor society). He also was honored to be named as one of Time magazine’s top 20 college juniors in the nation for scholastic achievement, leadership and community service.
Running a successful financial services practice requires a tremendous amount of support, which Andy has from his wife, Lilian, and their two daughters, Madeleine and Vivian. Both daughters currently work in the technology industry. Andy grew up on a farm that his family still owns and operates near Wood River, Nebraska. He met Lilian, who comes from Buch, Switzerland, while living in Oxford. Lilian owns her own business, which provides European-inspired floral decorations for weddings and events.
Disclosures:
2024 & 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Andy’s initial interest in portfolio management came while serving on the investment committee of his alma mater. At the time, he was pursuing an M.S. in economics from Oxford University in England. His master’s thesis at Oxford researched privatization of collective farms in the formerly communist and newly democratic Eastern Bloc country of Hungary. He later went on to earn the Chartered Financial Analyst® designation, one of the most difficult-to-attain professional designations in the financial services industry.
Andy served as an editor for Farm Futures Magazine, where he wrote about futures, options and hedging strategies. Andy graduated summa cum laude from the University of Nebraska-Lincoln. While there he was a Regent’s Scholar, a Chancellor’s Scholar, and a member of Innocents (the Chancellor’s senior honor society). He also was honored to be named as one of Time magazine’s top 20 college juniors in the nation for scholastic achievement, leadership and community service.
Running a successful financial services practice requires a tremendous amount of support, which Andy has from his wife, Lilian, and their two daughters, Madeleine and Vivian. Both daughters currently work in the technology industry. Andy grew up on a farm that his family still owns and operates near Wood River, Nebraska. He met Lilian, who comes from Buch, Switzerland, while living in Oxford. Lilian owns her own business, which provides European-inspired floral decorations for weddings and events.
Disclosures:
2024 & 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Securities Agent: NJ, AK, NM, WY, MN, KS, CO, VA, SD, MO, MI, AZ, NV, NE, NC, MD, IN, AR, WA, OK, OH, IL, WI, TX, GA, KY, ID, DE, NH, OR, NY, ND, MT, FL, CT, AL, SC, IA, DC, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1848713
NMLS#: 1848713
About Nick Nalbach
Nick began his career in the financial services industry in 2016. As a major focus of the Realize Wealth Management Group at Morgan Stanley, Nick spends significant time, energy, and resources furthering his education. He has achieved numerous credentials and designations, such as the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Certified Financial Behavior Specialist (FBS®), Senior Portfolio Manager, and Financial Planning Specialist (FPS®).
Nick assists clients with a dedicated process toward goal discovery, followed by constructing and maintaining their comprehensive, personalized wealth plan. He offers a full suite of financial planning and investment services to individual clients, institutions, foundations and endowments. Additionally, The Realize Wealth Management Group at Morgan Stanley earned a spot in the Forbes Best-in-State Wealth Management Teams ranking for 2024 and 2025, showcasing their ability to achieve their goal of helping clients realize their own vision of financial success.
At Creighton University’s Heider College of Business, Nick earned a BSBA in financial planning & management and a graduate certificate in financial psychology & behavioral finance. Nick earned his CIMA® and CPWA® through the Yale School of Management and the Investments & Wealth Institute®. Nick resides in the Omaha area with his wife and daughter, and he enjoys spending time outdoors, barbecuing, Creighton Basketball, Buffalo Bills football, and anything culinary.
Disclosures:
2024-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Nick assists clients with a dedicated process toward goal discovery, followed by constructing and maintaining their comprehensive, personalized wealth plan. He offers a full suite of financial planning and investment services to individual clients, institutions, foundations and endowments. Additionally, The Realize Wealth Management Group at Morgan Stanley earned a spot in the Forbes Best-in-State Wealth Management Teams ranking for 2024 and 2025, showcasing their ability to achieve their goal of helping clients realize their own vision of financial success.
At Creighton University’s Heider College of Business, Nick earned a BSBA in financial planning & management and a graduate certificate in financial psychology & behavioral finance. Nick earned his CIMA® and CPWA® through the Yale School of Management and the Investments & Wealth Institute®. Nick resides in the Omaha area with his wife and daughter, and he enjoys spending time outdoors, barbecuing, Creighton Basketball, Buffalo Bills football, and anything culinary.
Disclosures:
2024-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Securities Agent: NY, MI, ME, IL, TX, KY, GA, DE, PA, IN, CT, WI, SD, OH, NM, NJ, NH, ND, CA, WA, MT, MO, FL, DC, AL, VA, NE, MD, MA, AR, MN, CO, WY, SC, AZ, OK, IA, AK, NV, NC, KS, ID, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1789391
NMLS#: 1789391
About Robert Forrest
Bob is a seasoned financial professional and one of two CERTIFIED FINANCIAL PLANNER® (CFP®) professionals on the Realize Wealth Management Group at Morgan Stanley team, dedicated to helping empower individuals and institutions to achieve their financial goals with integrity and purpose. Graduating with a business degree from Creighton University, Bob embarked on a diverse journey that seamlessly integrates his passion for finance with his commitment to service and community.
After spending two transformative years in Bible school, followed by a dedicated tenure in vocational ministry, Bob transitioned into the financial sector in 2015. As a CFP® practitioner, he brings a wealth of experience and insight to his clients, guiding them through the complexities of wealth management with clarity and compassion.
Underscoring his commitment to holistic financial planning and philanthropic stewardship, Bob earned his Chartered Advisor in Philanthropy® (CAP®) designation in 2024. He completed this designation through the Omaha Community Foundation cohort, a hand-selected group of 15 professionals from across the Greater Omaha metropolitan area, further enhancing his ability to help clients align their wealth with their values.
In striving for excellence, the Realize Wealth Management Group at Morgan Stanley has been named to the 2024 Forbes Best-In-State Wealth Management Teams ranking.
Outside of his professional endeavors, Bob finds fulfillment in his role as a husband to Katie for over a decade and a proud father to their daughter, Riley. Together with their beloved Australian Shepherd, Benaiah, and two feline companions, Mufasa and Rosie, they form a loving and vibrant family unit. They are very active in their church, where they serve youth as Bob speaks at conferences throughout the Midwest on the importance of truth, character and service of others.
With a heart for serving others and a dedication to lifelong learning, Bob is poised to help make a meaningful impact in the lives of his clients and the broader community for years to come.
Disclosures:
2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
After spending two transformative years in Bible school, followed by a dedicated tenure in vocational ministry, Bob transitioned into the financial sector in 2015. As a CFP® practitioner, he brings a wealth of experience and insight to his clients, guiding them through the complexities of wealth management with clarity and compassion.
Underscoring his commitment to holistic financial planning and philanthropic stewardship, Bob earned his Chartered Advisor in Philanthropy® (CAP®) designation in 2024. He completed this designation through the Omaha Community Foundation cohort, a hand-selected group of 15 professionals from across the Greater Omaha metropolitan area, further enhancing his ability to help clients align their wealth with their values.
In striving for excellence, the Realize Wealth Management Group at Morgan Stanley has been named to the 2024 Forbes Best-In-State Wealth Management Teams ranking.
Outside of his professional endeavors, Bob finds fulfillment in his role as a husband to Katie for over a decade and a proud father to their daughter, Riley. Together with their beloved Australian Shepherd, Benaiah, and two feline companions, Mufasa and Rosie, they form a loving and vibrant family unit. They are very active in their church, where they serve youth as Bob speaks at conferences throughout the Midwest on the importance of truth, character and service of others.
With a heart for serving others and a dedication to lifelong learning, Bob is poised to help make a meaningful impact in the lives of his clients and the broader community for years to come.
Disclosures:
2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
Securities Agent: AR, VA, MO, FL, NV, NC, MI, IN, CO, WY, WA, MT, NY, IA, DE, DC, CT, OR, OH, KY, NH, IL, CA, AK, WI, SD, OK, NM, NJ, MN, MD, KS, GA, AZ, TX, NE, ID, AL, SC, ND; General Securities Representative; Investment Advisor Representative
NMLS#: 1779558
NMLS#: 1779558
About Christina Large
Christina joined the Realize Wealth Management Group in 2016 and serves as our team's Chief Operations Officer, focusing on practice management. In this role, she leads our team’s efforts to deepen our commitment to both clients and the business.
With a true passion for helping others, Christina is dedicated to delivering a high level of client care. Over the past seventeen years, her career in financial services has encompassed a wide range of experience, including operations, institutional and retail client services, wealth management, learning and development, coaching and mentoring, and project management. She holds a Bachelor's degree in Business Management from Bellevue University.
Christina’s contributions have been instrumental in helping the Realize Wealth Management Group earn prestigious recognition, including being named to the Forbes Best-in-State Wealth Management Teams Ranking for 2024. Her leadership in optimizing practice management and helping to ensure seamless operations has played a key role in driving the team’s success.
A Nebraska native, Christina treasures time with her husband and three children, Hadley, Willow, and Dylan, enjoys outdoor adventures with her Labrador Retriever, “Duck,” and is passionate about giving back to her community. She actively volunteers with multiple non-profits dedicated to child welfare. In her free time, Christina enjoys cooking, reading, and traveling.
Disclosure:
2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
Securities Agent: MT, ID, SD, SC, PA, OR, OK, KY, AK, NJ, MI, CT, AR, AL, NC, ME, DE, CO, NH, MO, AZ, WA, NY, FL, WI, VA, TX, NV, NE, ND, MN, IN, GA, DC, OH, WY, KS, CA, IA, MD, IL; General Securities Representative.
With a true passion for helping others, Christina is dedicated to delivering a high level of client care. Over the past seventeen years, her career in financial services has encompassed a wide range of experience, including operations, institutional and retail client services, wealth management, learning and development, coaching and mentoring, and project management. She holds a Bachelor's degree in Business Management from Bellevue University.
Christina’s contributions have been instrumental in helping the Realize Wealth Management Group earn prestigious recognition, including being named to the Forbes Best-in-State Wealth Management Teams Ranking for 2024. Her leadership in optimizing practice management and helping to ensure seamless operations has played a key role in driving the team’s success.
A Nebraska native, Christina treasures time with her husband and three children, Hadley, Willow, and Dylan, enjoys outdoor adventures with her Labrador Retriever, “Duck,” and is passionate about giving back to her community. She actively volunteers with multiple non-profits dedicated to child welfare. In her free time, Christina enjoys cooking, reading, and traveling.
Disclosure:
2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
Securities Agent: MT, ID, SD, SC, PA, OR, OK, KY, AK, NJ, MI, CT, AR, AL, NC, ME, DE, CO, NH, MO, AZ, WA, NY, FL, WI, VA, TX, NV, NE, ND, MN, IN, GA, DC, OH, WY, KS, CA, IA, MD, IL; General Securities Representative.
About Cathleen (Cat) Morrison
Cathleen (Cat) joined Realize Wealth Management Group in October 2017.
She has over 20 years of industry experience encompassing an array of knowledge in brokerage operations. Her past leadership roles had changed her perspective, re-prioritizing her focus on engaging with clients, understanding their needs and providing solutions. In 2021 Cathleen was promoted by Morgan Stanley to Portfolio Associate.
She is a proud daughter of a retired Military service member which offers a fun fact; Cathleen was born in Germany. She landed at Offutt AFB in 2001 and now calls Omaha home. In her spare time she enjoys spending time with her husband Paul, as well as her friends and family that live in the Omaha area. You may also find her cooking from scratch, traveling the globe, hunting for vintage Pyrex and taking care of her growing indoor plant collection!
She has over 20 years of industry experience encompassing an array of knowledge in brokerage operations. Her past leadership roles had changed her perspective, re-prioritizing her focus on engaging with clients, understanding their needs and providing solutions. In 2021 Cathleen was promoted by Morgan Stanley to Portfolio Associate.
She is a proud daughter of a retired Military service member which offers a fun fact; Cathleen was born in Germany. She landed at Offutt AFB in 2001 and now calls Omaha home. In her spare time she enjoys spending time with her husband Paul, as well as her friends and family that live in the Omaha area. You may also find her cooking from scratch, traveling the globe, hunting for vintage Pyrex and taking care of her growing indoor plant collection!
About Jackie Mockelstrom
Jackie has been in the financial services industry since 2006 and with the Realize Wealth Management Group since 2015. As a crucial member and effective client service ambassador on the team, Jackie coordinates client communications and back office support for the growing practice. In her time in the financial services industry, Jackie has been awarded a number of peer-reviewed awards for excellence.
When not managing the day-to-day operations of the team, Jackie is an avid reader and a fitness and outdoor enthusiast. She has a son, Ethan, and a daughter, Aspen.
When not managing the day-to-day operations of the team, Jackie is an avid reader and a fitness and outdoor enthusiast. She has a son, Ethan, and a daughter, Aspen.
About Andrew Wegner
Prior to joining Morgan Stanley, Andrew worked as a Capital Markets Analyst at MidAmerican Energy in Des Moines and as an Investment Research Analyst at WealthPlan Group in Omaha. Andrew earned a Bachelor’s degree in business administration from the University of Nebraska-Lincoln, majoring in finance with minors in accounting and mathematics. In addition, Andrew holds the Chartered Financial Analyst® (CFA)* designation which is known as the gold standard of investment credentials.
Outside of work, some of Andrew’s hobbies include golfing, watching sports, working out, and spending time with friends and family.
*This role cannot solicit or provide investment advice
Outside of work, some of Andrew’s hobbies include golfing, watching sports, working out, and spending time with friends and family.
*This role cannot solicit or provide investment advice
Contact Aron D. Huddleston
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Wealth Management
From Our Team
2025 Winter Newsletter
Wealth Management
Global Investment Office
Portfolio Insights
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
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
5 Mistakes to Avoid in Retirement
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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
6 Financially Smart Ways to Start 2025
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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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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Realize Wealth Management Group today.
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.
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
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)
