

The 101 Capitol Group at Morgan Stanley
Direct:
(208) 338-2724(208) 338-2724
Toll-Free:
(800) 247-7813(800) 247-7813

Our Mission Statement
To help a select group of families protect, grow and transfer their wealth by design and with intention.
Welcome
We are The 101 Capitol Group at Morgan Stanley. We are committed to helping you protect and preserve your wealth, provide funding for your personal goals and pursue opportunities for the growth of your capital. At The 101 Capitol Group, we aim to establish long term relationships with a select group of clients by utilizing strategies that are personalized to each individual situation.
Our clients appreciate the structure of a multiple advisor team because of our coverage and continuity. To this end, Brandon formed a team with his former partner Valerie in 2009. Each brought a unique skill set and background to their advisory practice and they quickly found themselves better able to service their clients with a broader range of expertise. Valerie has since retired, but the team has continued to grow. In 2016, Annette joined the team to further enhance the diversity of thought. Our clients appreciate the team structure because they are able to draw on the knowledge of multiple, dedicated advisors to help navigate their financial journey.
Our goal is to become a trusted advisor for all of your financial decisions. To combine our own talents and experience with the vast resources of a global financial services firm. Please reach out to schedule an appointment. We are happy to provide a “sounding-board” or a brief “ask anything” session to answer your questions and see if we might be a good fit.
Our clients appreciate the structure of a multiple advisor team because of our coverage and continuity. To this end, Brandon formed a team with his former partner Valerie in 2009. Each brought a unique skill set and background to their advisory practice and they quickly found themselves better able to service their clients with a broader range of expertise. Valerie has since retired, but the team has continued to grow. In 2016, Annette joined the team to further enhance the diversity of thought. Our clients appreciate the team structure because they are able to draw on the knowledge of multiple, dedicated advisors to help navigate their financial journey.
Our goal is to become a trusted advisor for all of your financial decisions. To combine our own talents and experience with the vast resources of a global financial services firm. Please reach out to schedule an appointment. We are happy to provide a “sounding-board” or a brief “ask anything” session to answer your questions and see if we might be a good fit.
Services Include
- Financial PlanningFootnote1
- Wealth ManagementFootnote2
- Retirement PlanningFootnote3
- Professional Portfolio ManagementFootnote4
- Business Succession PlanningFootnote5
- 401(k) Rollovers
- Trust AccountsFootnote6
- AnnuitiesFootnote7
- Long Term Care InsuranceFootnote8
- Fixed IncomeFootnote9
- Corporate BondsFootnote10
- Municipal BondsFootnote11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
101 S Capitol Blvd
Suite 401
Boise, ID 83702
US
Direct:
(208) 338-2724(208) 338-2724
Toll-Free:
(800) 247-7813(800) 247-7813
Meet The 101 Capitol Group
About Brandon C. Bailey
I began my investment career at a young age; buying, raising, and selling pigs on my family’s dairy farm. Eventually I parlayed pigs into calves and calves into dairy cows which I “donated” to the family business during economically challenging times. Growing up on the farm I learned first-hand the realities of running a business, the role of economics in market cycles, and the risks of not being diversified.
I worked my way through school earning both a Bachelor of Science in Business Management and a Master of Business Administration (MBA) from the University of Phoenix. I have been actively involved in the public and private investment markets for 20 years. I have helped raise capital for private equity, commercial real estate and direct private placements. Prior to joining Morgan Stanley in 2009 I was a wealth advisor in a boutique independent investment office focusing on active portfolio management and alternative investments.
Outside of work I am active in church and the community. I had the unique opportunity to spend two years as a volunteer in the West African nations of Ghana and Sierra Leone, and I continue to follow closely the economic and political developments in that region. I coached Little League baseball for 12 seasons and served in various positions on the board. My wife Nicole and I are the proud and busy parents of four boys (Spencer, Jackson, Peyton, and Carter). We enjoy spending time fishing, hiking, snowboarding and attending our kids many events.
Phone: (208) 338-2749
Email: brandon.bailey@morganstanley.com
*Diversification does not guarantee a profit or protect against a loss
I worked my way through school earning both a Bachelor of Science in Business Management and a Master of Business Administration (MBA) from the University of Phoenix. I have been actively involved in the public and private investment markets for 20 years. I have helped raise capital for private equity, commercial real estate and direct private placements. Prior to joining Morgan Stanley in 2009 I was a wealth advisor in a boutique independent investment office focusing on active portfolio management and alternative investments.
Outside of work I am active in church and the community. I had the unique opportunity to spend two years as a volunteer in the West African nations of Ghana and Sierra Leone, and I continue to follow closely the economic and political developments in that region. I coached Little League baseball for 12 seasons and served in various positions on the board. My wife Nicole and I are the proud and busy parents of four boys (Spencer, Jackson, Peyton, and Carter). We enjoy spending time fishing, hiking, snowboarding and attending our kids many events.
Phone: (208) 338-2749
Email: brandon.bailey@morganstanley.com
*Diversification does not guarantee a profit or protect against a loss
Securities Agent: MD, IN, WY, ID, FL, NY, MN, GA, AZ, MT, MA, OR, NE, CA, NV, WA, VA, UT, IL, WI, TX, NM, NH, MS, MI, HI, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1677623
NMLS#: 1677623
About Annette McNiven
Boise has been my home off and on for nearly 40 years. I hammered my way through college working for my father’s residential roofing company, graduating from Boise State with a bachelor’s degree in Mathematics, Economics minor.
After college, I lived in Utah where I had my inaugural experience in the financial services industry working for a mutual fund company in Salt Lake City. Career pursuits eventually took a back seat to being a full-time homemaker and home-educator to two energetic boys, Robinson and Tanner.
Following a lengthy sabbatical from the work force, I stepped back into the family roofing business, this time as manager. One more career move in 2016 brought me to Morgan Stanley. In 2019, I earned the Certified Financial Planner (CFP®) designation. In 2021, with the support of my team, I relocated to Billings, Montana where I took on an additional role as Branch Manager.
Those little boys I homeschooled so long ago are now launching their own careers. Robinson is in flight school and Tanner will be graduating High School soon and plans to pursue a career in welding.
Phone: (208) 338-2724
Email: annette.wells@morganstanley.com
After college, I lived in Utah where I had my inaugural experience in the financial services industry working for a mutual fund company in Salt Lake City. Career pursuits eventually took a back seat to being a full-time homemaker and home-educator to two energetic boys, Robinson and Tanner.
Following a lengthy sabbatical from the work force, I stepped back into the family roofing business, this time as manager. One more career move in 2016 brought me to Morgan Stanley. In 2019, I earned the Certified Financial Planner (CFP®) designation. In 2021, with the support of my team, I relocated to Billings, Montana where I took on an additional role as Branch Manager.
Those little boys I homeschooled so long ago are now launching their own careers. Robinson is in flight school and Tanner will be graduating High School soon and plans to pursue a career in welding.
Phone: (208) 338-2724
Email: annette.wells@morganstanley.com
Securities Agent: ID, WA, WI, WV, WY, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1627132
NMLS#: 1627132
About Leslie Elgin
I have been with the 101 Capitol Group since 2019. Before joining the firm, I worked in fundraising for major gifts and capital campaigns at Boise State University and the University of Colorado in Boulder.
My husband Kevin and I welcomed our first child, a baby girl named Kaia, in the spring of 2021. On the weekends, you can find us in McCall with our Australian Shepherd, Bucha.
I look forward to getting to know you and am here to assist with all of your account needs.
My husband Kevin and I welcomed our first child, a baby girl named Kaia, in the spring of 2021. On the weekends, you can find us in McCall with our Australian Shepherd, Bucha.
I look forward to getting to know you and am here to assist with all of your account needs.

Contact Brandon C. Bailey

Contact Annette McNiven
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
Article Image
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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The 101 Capitol Group today.
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 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When 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.
4Morgan 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.
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.
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.
7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
10Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
11Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When 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.
4Morgan 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.
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.
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.
7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
10Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
11Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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)