Jennifer Sturgis
Portfolio Associate
Phone:
(801) 947-3022(801) 947-3022
Shane Prescott
Executive Director,
Financial Advisor,
Portfolio Management Director
Direct:
(801) 733-2702(801) 733-2702
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Shane Prescott is an Executive Director and Financial Advisor with The Wasatch Group at Morgan Stanley. For over 20 years, he has helped clients make thoughtful financial decisions that support the things that matter most in life, such as family, retirement, and peace of mind.
Shane earned his degree in Accounting from Westminster College and later completed his MBA in Accounting at the University of Utah. Before entering financial services, he worked his way up to Controller and Chief Financial Officer at a national sports franchise retailer. That experience gave him a practical and hands-on understanding of business and finance that continues to shape how he works with clients today.
Since 2004, Shane has focused on helping people build plans that are clear, realistic, and built to last. Whether someone is getting ready to retire, thinking about the next generation, or just trying to make smart decisions, Shane is known for keeping things approachable and focused on what really matters.
Through The Wasatch Group, he offers access to a wide range of investment tools, experienced professionals, and a platform designed to support long term planning without the pressure or fluff. Click the link down below to learn more about the full breadth of services I provide and how I help clients navigate key wealth management decisions.
Shane earned his degree in Accounting from Westminster College and later completed his MBA in Accounting at the University of Utah. Before entering financial services, he worked his way up to Controller and Chief Financial Officer at a national sports franchise retailer. That experience gave him a practical and hands-on understanding of business and finance that continues to shape how he works with clients today.
Since 2004, Shane has focused on helping people build plans that are clear, realistic, and built to last. Whether someone is getting ready to retire, thinking about the next generation, or just trying to make smart decisions, Shane is known for keeping things approachable and focused on what really matters.
Through The Wasatch Group, he offers access to a wide range of investment tools, experienced professionals, and a platform designed to support long term planning without the pressure or fluff. Click the link down below to learn more about the full breadth of services I provide and how I help clients navigate key wealth management decisions.
Securities Agent: OH, GA, FL, CT, AK, MD, WY, LA, NM, MO, CA, UT, TX, TN, MT, AZ, WA, DE, NH, NE, DC, NV, NC, IL, ID, VT, SD, OR, NJ, MI, KY, CO, VA, MA, NY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1312782
NMLS#: 1312782
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Maximize Your Equity Compensation
Your equity compensation is one of the most valuable—and often misunderstood—parts of your total rewards package. I help you understand what you've been granted, how it fits into your broader financial picture, and how to make the most of it through tax-smart, goal-aligned strategies.
What Types of Equity Plans Does Your Employer Offer?
From stock options to RSUs, ESPPs, and performance shares, each plan has different rules, tax treatments, and long-term planning implications. Knowing what's available is the first step to making informed decisions.
Do You Understand Your Equity Award?
Vesting schedules, expiration dates, and performance targets can significantly impact your financial outcomes. I help you decode the fine print so you can take control of your equity.
Equity Awards Can Have Complex Implications
Without proper planning, equity compensation can create unexpected tax bills, concentrated risk, or missed opportunities. Our expertise helps you align your equity strategy with your overall financial goals.
Key Benefits of Equity Award Analysis
A personalized equity analysis can reveal opportunities to improve cash flow, manage taxes, and support long-term wealth building. It's more than compensation—it's a critical piece of your financial plan.
At Morgan Stanley, we provide clients with easily digestible financial analysis from our market research experts. The links below provide further insight on the markets and economic landscape as well as our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Total Wealth View
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online and Total Wealth View, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
Total Wealth View
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative tool used by several of the world's largest institutional asset managers, using this tool provides comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios.
Learn More
On The Markets Monthly Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Learn More
Managing a Concentrated Stock Position
Ultra-high net worth individuals often end up holding large amounts of their wealth in the common shares of a single company. Whether acquired through equity-based compensation, inheritances or other avenues, these concentrated stock positions will often have generated a great deal of wealth for these investors. However, concentrated positions can also pose significant risks.
Learn More
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Enroll TodayWhen it comes to financial planning we focus on moving away from market based conversations to introduce a new, modern wealth management process that provides our clients with industry leading service. Planning discussions are now based around achieving our client goals by using the many sophisticated tools Morgan Stanley has available.
Discipline. Mastery. Results.
CRC: 4486068
Shane Prescott approaches financial advising with the same mindset that earned him his black belt in martial arts — steady, focused, and disciplined. To him, it’s not about flashy wins but about showing up every day with a clear plan and a commitment to doing the fundamentals well. The principles he learned through years of martial arts — patience, respect, and strategy — mirror how he serves clients: thoughtfully and with a long-term perspective.
At Morgan Stanley, Shane helps individuals, families, and business owners build financial plans that align with their goals. He believes that trust is built through consistency, and that success comes from staying the course even when things get uncertain. Whether it’s guiding a client through a major life transition or navigating complex markets, Shane’s role is to simplify the path forward — with humility, clarity, and purpose.
At Morgan Stanley, Shane helps individuals, families, and business owners build financial plans that align with their goals. He believes that trust is built through consistency, and that success comes from staying the course even when things get uncertain. Whether it’s guiding a client through a major life transition or navigating complex markets, Shane’s role is to simplify the path forward — with humility, clarity, and purpose.
Location
6510 S Millrock Drive
Ste 100
Holladay, UT 84121
US
Direct:
(801) 733-2702(801) 733-2702
Meet My Team
About Jennifer Sturgis
Born in Salt Lake City, Utah
Started in Financial Services in 2007
Started with Morgan Stanley Wealth Management May 2009
Series 7 and 66 Licensed
BS - Psychology
University of Utah
Masters of Social Work
New Mexico Highlands University
Started in Financial Services in 2007
Started with Morgan Stanley Wealth Management May 2009
Series 7 and 66 Licensed
BS - Psychology
University of Utah
Masters of Social Work
New Mexico Highlands University
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
Scott Knudsen
Senior Private Banker
Joe Chiusano
Planning Associate
About Scott Knudsen
Scott Knudsen is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Colorado, Utah, and Wyoming.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Scott began his career in financial services in 2001, and joined Morgan Stanley in 2006 as a High Net Worth Lending Advisor. Prior to joining the firm, he was a Credit Analyst at Merrill Lynch.
Scott is a graduate of the University of Utah, where he received a Bachelor of Science in Finance. He lives in Park City, Utah with his family. Outside of the office, enjoys hiking, mountain biking, skiing and camping.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Scott began his career in financial services in 2001, and joined Morgan Stanley in 2006 as a High Net Worth Lending Advisor. Prior to joining the firm, he was a Credit Analyst at Merrill Lynch.
Scott is a graduate of the University of Utah, where he received a Bachelor of Science in Finance. He lives in Park City, Utah with his family. Outside of the office, enjoys hiking, mountain biking, skiing and camping.
NMLS#: 1006961
About Joe Chiusano
Joe Chiusano is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate options alternatives and their potential outcomes to help clients confidently choose the appropriate course of action. Joe provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from Rutgers University and received the Financial Planning Specialist® designation from the College for Financial Planning. Joe is originally from Middletown, NJ and currently resides there.
He earned his undergraduate degree from Rutgers University and received the Financial Planning Specialist® designation from the College for Financial Planning. Joe is originally from Middletown, NJ and currently resides there.
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
A Simple Six-Step Retirement Checkup
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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
529 Plans: A Powerful Tool to Save for Education
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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
Ready to start a conversation? Contact Shane Prescott today.
1Alternative 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.
2Morgan 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.
3Morgan 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.
4Morgan 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.
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
2Morgan 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.
3Morgan 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.
4Morgan 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.
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)
