My Story and Services

We believe that wealth and financial stability have little to do with a balance sheet, and more to do with a balanced life.  True wealth is all that money can’t buy and death can’t take away.  It takes far more than financial planning.  It requires a comprehensive approach with as much innovation as imagination creatively paired with careful calculation.  As your financial advisor, we are wholly dedicated to helping you and your organization design a lasting legacy.  We leverage deep industry knowledge, a vast network of specialized services, tailored investment strategies and a passion for serving you. Whether serving the needs of our foundation clients, corporate retirement plans, or individuals and families, every solution we create is customized and we will always remain client-centric.
Services Include
  • Philanthropic Services
  • Endowments and Foundations1
  • Institutional Services
  • Qualified Retirement Plans2
  • Wealth Management3
  • 401(k) Rollovers
  • 529 Plans4
  • Cash Management5
Securities Agent: IA, WI, WA, UT, TX, TN, PA, OR, OH, NY, NV, NJ, NE, NC, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, FL, DE, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1682638
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
    Effective altruism is one of the keys to a better world. Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact in the world. In countless ways, the philanthropic community addresses our most basic needs and underwrites the pursuit of our loftiest ambitions. Our goal at Morgan Stanley is to assist clients in translating their personal values and family legacies into results-oriented, strategic giving programs to help them achieve their philanthropic goals. We also aim to provide a broad range of services designed to help the nonprofit organizations that support our community to refine and implement their strategies. We all have an opportunity to make a positive change in the world. We are committed to helping you make the most of that objective. 

    Spencer Cox is a highly accomplished professional who has the experience and connections to help your foundation or nonprofit fulfill its mission; click here to view his Philanthropy Management Brochure.

      bio

      Spencer Cox

      Financial Advisor



      Spencer Cox was a Financial Advisor with predecessor firms in the early 2000s and returned to Morgan Stanley in 2015 after successfully selling his small business. His team provides consulting services to institutional and private clients. His passion and experience with the Iowa philanthropic community allows him to help manage and develop relationships with nonprofits. Spencer's team assists nonprofit organizations in identifying and implementing the most effective methods of funding and governing their institutions.

      Spencer is a graduate of Central College in Pella, Iowa. He lettered four years for the Central College Men's tennis team and was the Iowa Conference singles champion and MVP in 1998.

      Spencer is the President of the board of trustees for the Iowa Chapter of the Leukemia & Lymphoma Society. He is a Chairman Emeritus of the Greater Des Moines YMCA Camp board and current board member, as well as past Chair of the annual Y Partners Campaign. Spencer is a member of the National Kidney Foundation Golf Classic planning committee, Junior Achievement volunteer, member of the West Des Moines Bicycle Advisory Commission, past president and active member of the Crowns Club, board member of the Hannah Geneser Foundation, and past board member of the Gabe Fleming Memorial Hockey Scholarship Fund. Spencer was the Leukemia & Lymphoma Society 2013 Man of the Year, the 2012 Tom Hamilton Y Partners Spirit Award winner, recipient of the 2012 Business Record Forty under 40 award (not with Morgan Stanley at the time), and 2009 Volunteer of the Year for the Des Moines Y-Camp.

      Spencer is a long time resident of West Des Moines where he resides with his wife Stephanie and children Logan, Kennedy, Tatum, and Harper.  Spencer enjoys traveling with his family, coaching youth athletics, fly fishing, and playing tennis and golf.

        Client Service Team

        • Stacey Hasken - Client Service Accociate
          Stacey joined Morgan Stanley in August of 2016. She is responsible for preparing financial plan reviews, assisting with digital and marketing exposure, and the daily administrative support. She helps build the client experience to ensure all clients receive exceptional service. Stacey graduated from Iowa State University with a Bachelor's degree in Apparel Merchandising and a Minor in Public Relations. In her spare time, she enjoys time with her daughter, traveling, shopping, and working out.
        • Hiller Olsen - Senior Registered Associate, Financial Planning Associate
          Hiller has been in the financial industry and licensed since 2003.In 2006, he started at Morgan Stanley in Washington, DC, and recently moved to the Des Moines branch in June of 2018. His responsibilities include client administration, interaction and daily operational procedures.Hiller graduated from Lock Haven University of Pennsylvania with a Bachelor's degree in Business Admiration and a Minor in Economics. In his spare time, he enjoys spending time with his family, woodworking, playing rugby, and working out.

        Location

        801 Grand Ave
        Suite 3800
        Des Moines, IA 50309
        US
        Direct:
        (515) 283-7050(515) 283-7050
        Toll-Free:
        (800) 388-6555(800) 388-6555
        Fax:
        (515) 283-7085(515) 283-7085

        Investment and Market Perspectives

        On the Markets

        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
        The Simple Six-Step Retirement Checkup

        The Simple Six-Step Retirement Checkup

        Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

        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
        Five Smart Strategies to Use a Bonus or Raise

        Five Smart Strategies to Use a Bonus or Raise

        Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

        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
        Financial Transition: A Guide for Women

        Financial Transition: A Guide for Women

        Here's how to take control of your finances if a death or divorce leaves you holding the reins.

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        6 Keys to Building a Startup

        6 Keys to Building a Startup

        Entrepreneurs share ideas and learnings from the experience of starting a company.

        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
        A New Roadmap for Mission Alignment

        A New Roadmap for Mission Alignment

        Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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        Morgan Stanley and Justin Rose: A Winning Team

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        Reserved | Living & Giving

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        Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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        Sign Up for eDelivery

        Sign Up for eDelivery

        With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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        Access Morgan Stanley Online

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        Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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        Ready to start a conversation? Contact Spencer Cox today.
        Market Information Delayed 20 Minutes
        1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

        2Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

        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.

        4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

        5Morgan 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

        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 suitable 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”) 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.


        CRC 2019752 10/2018