Matt Stotler
Private Banker
Steven S Murray
Senior Vice President,
Financial Advisor,
Family Wealth Director,
Senior Portfolio Manager,
Lending Specialist
Direct:
(303) 316-5128(303) 316-5128
Toll-Free:
(800) 965-6135(800) 965-6135
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
My Story
Building and retaining your assets can be complex. That's why I am committed to establishing long-term and trusted relationships that extend far beyond dollars and cents. By focusing on fewer clients, I am able to nurture each relationship and provide timely solutions that are backed up with experience and personalized service.
Knowing my team and I have a deep understanding of your personal and financial goals, you can be confident that the financial structures and strategies put into place are appropriate for you. With a wealth management strategy in place, you can focus on the real wealth that life has to offer.
My team and I understands the value of family and we are committed to providing for yours. We take a holistic approach to wealth management that incorporates virtually every aspect of your life and legacy to come. Our team came together so you wouldn't have to find different professionals to serve your needs.
Knowing my team and I have a deep understanding of your personal and financial goals, you can be confident that the financial structures and strategies put into place are appropriate for you. With a wealth management strategy in place, you can focus on the real wealth that life has to offer.
My team and I understands the value of family and we are committed to providing for yours. We take a holistic approach to wealth management that incorporates virtually every aspect of your life and legacy to come. Our team came together so you wouldn't have to find different professionals to serve your needs.
Services Include
- Professional Portfolio ManagementFootnote1
- Financial PlanningFootnote2
- Estate Planning StrategiesFootnote3
- Business Succession PlanningFootnote4
- Alternative InvestmentsFootnote5
- Trust AccountsFootnote6
- Cash Management and Lending ProductsFootnote7
- Philanthropic ManagementFootnote8
- Endowments and FoundationsFootnote9
- Life InsuranceFootnote10
- Long-term Care InsuranceFootnote11
Securities Agent: NC, PA, MI, CT, NM, NE, IL, WA, NY, MO, AL, OH, FL, NV, CA, OK, ME, IA, SD, WI, UT, TX, KS, AZ, WY, MT, MN, AR, SC, ID, CO, MA, NJ; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1290622
NMLS#: 1290622
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About Me
Steven S. Murray is a Senior Vice President and Financial Advisor with Morgan Stanley and carries the firm’s Family Wealth Director designation, having satisfied rigorous accreditation and continuing education requirements.
With more than 35 years of wealth management experience, Steven provides highly customized advice, investment solutions, and wealth management services to high net worth individuals, business owners, foundations and endowments. He listens carefully to his clients’ goals, values and concerns and works tirelessly to help make a difference in their lives by providing holistic wealth planning services with passion and integrity.
A graduate of Colorado State University with a Bachelor of Science degree in Business, Steven has continued to invest in his education throughout his long and rewarding career at Morgan Stanley. In 1995, he earned the designation, Senior Investment Management Consultant, awarded by the Consulting Group, the managed money unit of Morgan Stanley. Most recently, Steven attained the prestigious Morgan Stanley designation of Family Wealth Director. This credential, achieved by about four percent of the Morgan Stanley Financial Advisor population(As of December 2022), places Steven in a category of financial advisors who are qualified to service the sophisticated needs of ultra-high net worth clients.
Steven currently resides in Denver with his wife, Christine. They have two daughters, Danielle and Lauren. In his leisure time, he enjoys skiing, fishing and travel.
With more than 35 years of wealth management experience, Steven provides highly customized advice, investment solutions, and wealth management services to high net worth individuals, business owners, foundations and endowments. He listens carefully to his clients’ goals, values and concerns and works tirelessly to help make a difference in their lives by providing holistic wealth planning services with passion and integrity.
A graduate of Colorado State University with a Bachelor of Science degree in Business, Steven has continued to invest in his education throughout his long and rewarding career at Morgan Stanley. In 1995, he earned the designation, Senior Investment Management Consultant, awarded by the Consulting Group, the managed money unit of Morgan Stanley. Most recently, Steven attained the prestigious Morgan Stanley designation of Family Wealth Director. This credential, achieved by about four percent of the Morgan Stanley Financial Advisor population(As of December 2022), places Steven in a category of financial advisors who are qualified to service the sophisticated needs of ultra-high net worth clients.
Steven currently resides in Denver with his wife, Christine. They have two daughters, Danielle and Lauren. In his leisure time, he enjoys skiing, fishing and travel.
Client Service Team
Tanisha Simon - Portfolio Associate
Phone:
(303) 316-5158(303) 316-5158
Email:tanisha.simon@morganstanley.com
Email: tanisha.simon@morganstanley.com
Phone: +1 (303) 316-5158
Drawing on more than 20 years of experience at Morgan Stanley, Tanisha provides a wide range of operational and administrative support services for Steve's clients. Her many responsibilities include account opening, fund transfers and distributions, the preparation of client reports, and general account maintenance. Tanisha is passionate about delivering unsurpassed client service and is always available to answer client's questions and assist them in a wide range of services from statement queries to online account access. Being fully licensed, Tanisha is also able to help clients with trades, when Steve is unavailable.
Prior to joining Steve in August 2014, Tanisha worked in Morgan Stanley's Denver Tech Center branch, where she began her career with the firm in 1996. As a Portfolio Associate there, she was responsible for working directly with clients, anticipating their specific needs and delivering upon them with excellent care. Tanisha currently holds the Series 7 and 66 licenses.
Tanisha and her husband recently moved to Cherry Creek, Colorado. In her spare time, she enjoys reading, spending time with friends and travelling.
Phone: +1 (303) 316-5158
Drawing on more than 20 years of experience at Morgan Stanley, Tanisha provides a wide range of operational and administrative support services for Steve's clients. Her many responsibilities include account opening, fund transfers and distributions, the preparation of client reports, and general account maintenance. Tanisha is passionate about delivering unsurpassed client service and is always available to answer client's questions and assist them in a wide range of services from statement queries to online account access. Being fully licensed, Tanisha is also able to help clients with trades, when Steve is unavailable.
Prior to joining Steve in August 2014, Tanisha worked in Morgan Stanley's Denver Tech Center branch, where she began her career with the firm in 1996. As a Portfolio Associate there, she was responsible for working directly with clients, anticipating their specific needs and delivering upon them with excellent care. Tanisha currently holds the Series 7 and 66 licenses.
Tanisha and her husband recently moved to Cherry Creek, Colorado. In her spare time, she enjoys reading, spending time with friends and travelling.
Location
3033 East 1st Avenue
Suite 820
Denver, CO 80206
US
Direct:
(303) 316-5128(303) 316-5128
Toll-Free:
(800) 965-6135(800) 965-6135
Fax:
(303) 731-3025(303) 731-3025
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
About Matt Stotler
Matt Stotler is a Private Banker serving Morgan Stanley Wealth Management offices in Colorado.
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.
Matt began his career in financial services in 1987 with Bank of America, and joined Morgan Stanley in 2016 as a Private Banker. Prior to joining the firm, he was a Regional Manager at Merrill Lynch. He also served as a Private Client Manager with U.S. Trust.
Matt is a graduate of California State University, where he received a Bachelor of Arts in Business Administration and a minor in Spanish. He currently lives in Parker, Colorado. Outside of the office, Matt enjoys playing and coaching soccer, as well as spending time hiking, camping and biking with his 3 daughters.
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.
Matt began his career in financial services in 1987 with Bank of America, and joined Morgan Stanley in 2016 as a Private Banker. Prior to joining the firm, he was a Regional Manager at Merrill Lynch. He also served as a Private Client Manager with U.S. Trust.
Matt is a graduate of California State University, where he received a Bachelor of Arts in Business Administration and a minor in Spanish. He currently lives in Parker, Colorado. Outside of the office, Matt enjoys playing and coaching soccer, as well as spending time hiking, camping and biking with his 3 daughters.
NMLS#: 643938
Wealth Management
From My Desk
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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
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
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
Article Image
Ready to start a conversation? Contact Steven S Murray today.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
4Morgan 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.
5Alternative 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.
6Morgan 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.
7Morgan 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
8Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
9Morgan 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.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
4Morgan 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.
5Alternative 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.
6Morgan 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.
7Morgan 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
8Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
9Morgan 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.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
