Nathan Roetto, CFP
First Vice President, Branch Manager, Senior Portfolio Manager, Financial Advisor
Phone:
(417) 885-1602(417) 885-1602
Morgan Stanley
Springfield, Mo Branch Office
You define success, we help you achieve it
1535 East Primrose St
Springfield, MO 65804
US
Branch:
(417) 882-7150(417) 882-7150
Toll-Free:
(800) 884-5590(800) 884-5590
Branch Manager
Nathan RoettoPhone:
(417) 885-1602(417) 885-1602
About Morgan Stanley Springfield, Mo Branch
At the Morgan Stanley Wealth Management Springfield branch, we are committed to guiding you through the complexities of financial planning with a focus on personalized service and strategic insight. Our team of dedicated financial advisors offers a diverse array of services, including investment management, retirement planning, philanthropic strategies, and sustainable investing options, all tailored to help you achieve your unique financial goals.
Utilizing Morgan Stanley’s vast global network and innovative market research, we provide strategic advice and creative strategies designed to help you navigate the ever-changing financial landscape with confidence. Whether your priorities include wealth preservation, asset growth, or planning for future generations, our Springfield team is prepared to offer the experience and resources to help support your financial journey.
Our Springfield branch is deeply integrated into the local community, understanding the economic and cultural nuances that make Springfield unique. We offer insights that reflect local values and potential opportunities, while maintaining Morgan Stanley’s commitment to excellence, integrity, and client-focused service. Our approach is centered on building lasting relationships founded on confidence, transparency, and a commitment to your financial well-being.
By staying ahead of emerging trends and leveraging advanced digital platforms, we strive to empower you to make informed, proactive decisions for your financial future. We invite you to explore working with our Springfield branch, where strategic experience, innovative thinking, and a deep commitment to your future come together to help support your path towards a lasting legacy.
Utilizing Morgan Stanley’s vast global network and innovative market research, we provide strategic advice and creative strategies designed to help you navigate the ever-changing financial landscape with confidence. Whether your priorities include wealth preservation, asset growth, or planning for future generations, our Springfield team is prepared to offer the experience and resources to help support your financial journey.
Our Springfield branch is deeply integrated into the local community, understanding the economic and cultural nuances that make Springfield unique. We offer insights that reflect local values and potential opportunities, while maintaining Morgan Stanley’s commitment to excellence, integrity, and client-focused service. Our approach is centered on building lasting relationships founded on confidence, transparency, and a commitment to your financial well-being.
By staying ahead of emerging trends and leveraging advanced digital platforms, we strive to empower you to make informed, proactive decisions for your financial future. We invite you to explore working with our Springfield branch, where strategic experience, innovative thinking, and a deep commitment to your future come together to help support your path towards a lasting legacy.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Springfield, Mo Branch
Gloria A Lane
Vice President, Business Service Officer
Phone:
(913) 402-5227(913) 402-5227
Justin Moore
First Vice President, Risk Officer
Phone:
(913) 402-5205(913) 402-5205
Krisanne Bradley
Branch Administrator
Phone:
(913) 402-5220(913) 402-5220
About Nathan Roetto
As a native of Springfield, Missouri, I have dedicated my career to helping families pursue their financial aspirations. I hold a Bachelor of Science degree in Financial Planning from Missouri State University, with a focus on tax efficiency and estate planning strategies. With 18 years of industry experience, I am committed to helping clients navigate the complexities of financial planning.
In my role as a Senior Portfolio Manager, I work directly with clients to help develop personalized strategies tailored to their unique needs and goals. As a co-founder of the Ozarks Highlands Group, my primary focus is assisting individuals and families prepare for retirement by aligning strategies with their goals and risk tolerance.
In addition, as Branch Manager, I oversee branch operations and support the professional development and day-to-day effectiveness of our team. I am responsible for driving a high standard of client service, promoting consistent processes across the branch, and supporting efforts to keep our office focused on delivering a strong client experience.
My family and I reside in the Republic, Missouri area, where we are actively involved in the community. I am passionate about empowering clients with the knowledge and tools they need to make informed financial decisions, and I look forward to continuing to serve them with dedication and experience.
The Ozark Highlands Group has been recognized as a Best-In-State Wealth Management Team* in Missouri for 2023-2026.
*2023-2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
In my role as a Senior Portfolio Manager, I work directly with clients to help develop personalized strategies tailored to their unique needs and goals. As a co-founder of the Ozarks Highlands Group, my primary focus is assisting individuals and families prepare for retirement by aligning strategies with their goals and risk tolerance.
In addition, as Branch Manager, I oversee branch operations and support the professional development and day-to-day effectiveness of our team. I am responsible for driving a high standard of client service, promoting consistent processes across the branch, and supporting efforts to keep our office focused on delivering a strong client experience.
My family and I reside in the Republic, Missouri area, where we are actively involved in the community. I am passionate about empowering clients with the knowledge and tools they need to make informed financial decisions, and I look forward to continuing to serve them with dedication and experience.
The Ozark Highlands Group has been recognized as a Best-In-State Wealth Management Team* in Missouri for 2023-2026.
*2023-2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
About Gloria A Lane
Gloria Lane is a Vice President at Morgan Stanley and serves as the Business Service Officer for the Leawood, KS and Springfield, MO branches. Gloria has been in the industry since 1987, when she began with a regional broker/dealer here in Kansas City working in Compliance. She also worked for a firm in Austin, TX that worked with independent contractors, and then came to Morgan Stanley in 2004 working in the Regional Service Center north of Chicago and back again in 2008 to service as the Business Service Officer here in the KC area.
In her current role she enjoys interactions with the support professionals that report to her. They work together to solve problems and provide a high level of service to our clients.
Gloria graduated from the University of Kansas, where she earned a BGS degree in Psychology.
Gloria lives with her husband in Overland Park, KS. Outside of the office, she enjoys reading, genealogy and spending time with her 7 grandchildren.
In her current role she enjoys interactions with the support professionals that report to her. They work together to solve problems and provide a high level of service to our clients.
Gloria graduated from the University of Kansas, where she earned a BGS degree in Psychology.
Gloria lives with her husband in Overland Park, KS. Outside of the office, she enjoys reading, genealogy and spending time with her 7 grandchildren.
About Justin Moore
Justin Moore is a First Vice President at Morgan Stanley and is the Complex Risk Officer for the Leawood KS, and Springfield MO branches. Justin has over 25 years of experience in the industry with over 10 years at Morgan Stanley. He’s served in various roles including Field Compliance Supervisor, Branch Examiner, and Centralized Supervision Principal. He holds the Series 7, 66, 24, 51, 3, 9 and 10 licenses.
Outside of work, Justin enjoys watching his children’s sporting events, and participating in running and triathlon events in the area. He lives in Leawood with his wife and two teenagers.
Outside of work, Justin enjoys watching his children’s sporting events, and participating in running and triathlon events in the area. He lives in Leawood with his wife and two teenagers.
About Krisanne Bradley
Krisanne Bradley is the Branch Administrator for the Heartland Sub-Market and works in the Leawood and Springfield branches. The majority of Krisanne’s career has been in corporate event planning. She has been with Morgan Stanley for one year and feels like her current role is a great fit matching both her organizational and event planning skills and love for a team culture.
Krisanne graduated from the University of Missouri with a BS in Clinical Social Work.
Krisanne lives with husband, two teenage sons and two dogs in Leawood. She has been fortunate to travel extensively with former clients and now loves to travel with family and friends. She also enjoys watching her son’s sporting events, searching for new favorite restaurants and going to Chiefs games.
Krisanne graduated from the University of Missouri with a BS in Clinical Social Work.
Krisanne lives with husband, two teenage sons and two dogs in Leawood. She has been fortunate to travel extensively with former clients and now loves to travel with family and friends. She also enjoys watching her son’s sporting events, searching for new favorite restaurants and going to Chiefs games.
Interested in a Career at Morgan Stanley?
Financial Advisors
Morgan Stanley Wealth Management grants Financial Advisors access to global resources and capabilities that will take your business to the next level—and provide confidence to your clients.
Experienced Professionals
Leverage your talent, hone your skills and build a career at Morgan Stanley, where our goal is always to deliver first-class business in a first-class way.
Branch Address
1535 East Primrose St
Springfield, MO 65804
US
Branch:
(417) 882-7150(417) 882-7150
Toll-Free:
(800) 884-5590(800) 884-5590
Fax:
(417) 882-9744(417) 882-9744
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025)