Our Story

Since 1984, The Collier Buri Group has assisted individual investors and families preserve- and prudently grow- their assets through financial strategies primarily focused on wealth preservation. We implement a long-term, value-oriented investment approach that focuses on each client’s individual financial requirements, situation and tolerances.

Our fundamental belief is that one of the best ways to grow assets is through wealth preservation. We strive to preserve wealth by focusing on array of financial techniques designed to help create defenses from market downturns.

Our consultative process is based upon understanding each client, designing a personalized portfolio and reviewing our progress regularly. Our role is to guide you and your family through all market conditions and help safeguard your goals and objectives.

We strive to deliver an exceptional client experience that stands apart from other investment firms by:
- Providing transparency within our process and portfolios
- Customized portfolios- down to the position level- to help meet clients’ needs and desires
- Efficient execution of labor-intensive investment strategies focused on wealth preservation

We encourage you to find out more about the team that has been executing wealth preservation strategies for nearly 40 years.

Robert G. Collier, CFP® James J. Buri, CFP®
Financial Advisor, Senior Vice President Financial Advisor, Vice President
Morgan Stanley Wealth Management Morgan Stanley Wealth Management

Kendra I. Buri, CFP®
Financial Advisor
Morgan Stanley Wealth Management
Services Include
Securities Agent: FL, MT, MA, WA, IN, IA, NC, MD, CT, TN, GA, MI, ID, AL, WI, PA, MN, IL, NJ, CA, LA, UT, OR, AZ, RI, OK, NH, HI, DC, CO, VA, TX, NY, NV; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Custom Strategies

We focus on designing portfolios tailored to the client’s unique objectives, tax situation and liquidity requirements. When it comes to investments, there is not a one-size-fits-all solution. Investment planning should encompass their needs, risk and goals along with the client’s personal values.

Our primary focus is wealth preservation. Our consultative process is based upon understanding our clients, designing a personalized portfolio and reviewing our progress regularly. It is our role to guide you and your family through various market conditions and to help safeguard what is most important to you. In assisting client’s reach their goals, we utilize the following strategies:

- Covered Call Strategy
- Corporate Fixed Income
- Municipal Fixed Income
- Growth and Alternative Strategies
- Enhanced Cash
Options are not suitable for all investors. Supporting documentation will be supplied upon request.
Before engaging in the purchase or sale of options, potential clients should understand the nature of and
extent of their rights and obligations and be aware of the risks involved, including, without limitation, the
risks pertaining to the business and financial condition of the issuer of the underlying security or instrument.
Option investing, like other forms of investing, involves tax considerations, transaction costs and
margin requirements that can significantly affect the profit and loss of buying and writing options. The
transaction costs of options investing consist primarily of commissions (which are imposed in opening,
closing, exercise and assignment transactions), but may also include margin and interest costs in particular
transactions. Transaction costs are especially significant in options strategies calling for multiple purchases
and sales of options, such as multiple leg strategies, including spreads, straddles and collars. If you are
considering options as part of your investment plan, your Morgan Stanley Financial Advisor or Private
Wealth Advisor is required to provide you with the "Characteristics and Risks of Standardized Options"
booklet from the Options Clearing Corporation. Clients should not enter into options transactions until
they have read and understood the Disclosure Document, as options are not suitable for everyone, and
discuss transaction costs with their Financial Advisor or Private Wealth Advisor. Please ask your Financial
Advisor or Private Wealth Advisor for a copy of the “Characteristics and Risks of Standardized Options”
booklet. A copy of the ODD is also available online at: http://www.theocc.com/about/publications/
publication-listing.jsp. Supporting documentation will be supplied upon request.
    Corporate Fixed Income
    We believe that a client’s allocation to fixed income should be their safest assets. We custom build our fixed income portfolios seeking to maximize income and yield while minimizing credit, interest rate and reinvestment risk. We focus on the highest tiers of the quality spectrum and diversify to ensure navigation through turbulent markets.
    Municipal Fixed Income
    A fixed income strategy that is ideally suited for clients who earn high levels of taxable, ordinary income. We use our extensive research process to identify municipalities that offer fixed income in the highest tier of quality and seek to maximize after-tax yield.

    Both the Corporate and Municipal Fixed Income Strategies are not limited to Morgan Stanley’s inventory and the inventory breadth includes from 5,000-8,000 different CUSIPs daily.
    Custom Portfolio Strategies
    We custom build every portfolio from individual positions and we can reflect your goals, risk tolerance or values within every single position that we purchase. Strategies can be implemented to reflect your goals, objectives and values:

    - Blended portfolios to reflect specific goals and risk tolerances:
    We can blend different strategies seeking to increase growth and income or minimizing volatility.

    - Socially-Responsible portfolios
    Capability to run multiple screens and filters to both eliminate and prioritize investments that complement a client’s underlying values while maintaining structurally sound portfolios

    - Tax Management
    It’s not what you earn but what you keep that is important. We focus on maximizing what you keep in your pocket through numerous tax strategies including tax loss harvesting, asset location and tax efficient investment vehicles

    - Income Maximization
    Whether you need income from your portfolio or you want your portfolio to be focused on more tangible returns, we build portfolios that can generate enhanced income that meet your desires

Our Services

Understanding our client’s needs requires dedication towards their ultimate goals and objectives. Each client is unique and has their own individual desires. Discovering your full background and risk tolerance is the very foundation of financial success.
    Services
    We are able to fully understand each client’s unique needs and situation through utilizing our comprehensive wealth management services that provide greater insight:
    - Retirement and Income Planning
    - Tax Efficient Strategies
    - Estate Planning Strategies
    - Business Planning
    - Cash Management Strategies
    - Saving and Wealth Accumulation

Why Morgan Stanley?

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are four core values:

PUTTING CLIENTS FIRST
DOING THE RIGHT THING
LEADING WITH EXCEPTIONAL IDEAS
GIVING BACK

Morgan Stanley is committed to providing investors with the finest financial advice, products and services. Working together we will be able to draw upon the firm’s vast network of knowledgeable professionals to help us map out your individual investment strategy. As a Morgan Stanley client you will benefit from the resources and support of a global financial services firm.

“Our DNA, our culture and our history are rooted in serving our clients.”

    Client Service Team

      Carousel Associate Image
      Anthony F. Perez - Registered Associate
      Phone:
      (949) 365-5326(949) 365-5326
      Email:anthony.perez@ms.com
      Anthony joined the Morgan Stanley Wealth Management Group in 2015 as a Registered Associate. He supports the team in a variety of administrative, operational and client service responsibilities.
      Before joining the Morgan Stanley Wealth Management Group, Anthony gained experience at Wells Fargo Advisors in Newport Beach, CA. Anthony’s background is in management, marketing, and client service.

      Anthony and his wife Tara live in Rancho Santa Margarita, CA and they have four daughters. Anthony is a youth soccer coach and also stays active by playing soccer and basketball. He and Tara love spending time with their children in sunny California.

    Location

    3102 West End Ave
    Ste 200
    Nashville, TN 37203
    US
    Direct:
    (615) 298-6528(615) 298-6528
    Wealth Management
    Global Investment Office

    Portfolio Insights

    Read More about On the Markets
    Read "On the Markets"
    Ready to start a conversation? Contact Robert Collier today.
    Market Information Delayed 20 Minutes
    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.

    1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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    2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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    3Morgan 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 and other legal matters.

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    4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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    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)