Jonathan E. Brackis, CFP®
Senior Vice President, Private Wealth Advisor
Phone:
(704) 521-7787(704) 521-7787
Morgan Stanley Private Wealth Management
The 1122 Group
Our Mission Statement
With over 200 years of collective private wealth experience, we are dedicated to empowering our clients and their families through unparalleled professional advice, integrity, and trust.
Welcome
We are a team of twelve highly experienced investing and wealth planning professionals who help a select group of families and individuals manage every aspect of their financial lives. Additionally, we are honored to announce that our team has been recognized by Forbes as a 2025 Best-In-State Wealth Management Teams for North Carolina, a testament to our dedication and standard.
Delivering personalized advice based on a foundation of integrity, experience, and intellectual capital, we help each of our clients create, implement, and maintain highly customized planning and investment strategies to help preserve their assets, support their lifestyles, and leave enduring legacies.
Combining 200 years of collective private wealth experience with the deep resources and capabilities of our firm, we can help you and your family pursue your unique goals. Whether establishing a wealth transfer plan, transitioning your business, or creating a family legacy, we offer the resources and guidance needed to make and implement informed decisions, delivered with engagement and care.
We look forward to learning more about you and your family and discussing the resources we can leverage on your behalf. To begin that conversation, please contact us.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities, and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust, and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risks, opportunities, and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market adjustments. We analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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. 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.
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
FAMILY OFFICE RESOURCES
Your family is unlike any other we have ever served. You may, however, share many of the same questions, challenges, and opportunities. We look forward to learning more about you and your family, and discussing how can help you safeguard what you have earned and pursue your most important life goals.
Family Governance and Education
Too often, members of rising generations spend decades in silence. Having a mechanism in place, such as a family mission statement, a family constitution, or an investment policy statement, can offer critical parameters and guidelines for making decisions as a collective.
Learn About Our Investment Policy Here
Trust and Estate Planning Within Business Succession
The key to determining which trust, tax and estate strategies to execute is to understand the interplay of personal and exogenous factors. Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities.
Click Here to Read "Know Your Gaps"
Lifestyle Services
We provide bespoke solutions and access to knowledgeable, highly personal specialists to help meet
your exceptional needs, from the everyday to the extraordinary, such as: travel and concierge services, health and security advisory, tangible asset management, personal enrichment, and financial administration.
Learn More About Our Offering Hereyour exceptional needs, from the everyday to the extraordinary, such as: travel and concierge services, health and security advisory, tangible asset management, personal enrichment, and financial administration.
Philanthropic Advisory
Holding philanthropic conversations with our team and your family to discuss values, motivations, visions and to develop a mission statement is an effective step to achieving long term philanthropic engagement. Deciding on what level of visibility you want, what type of program to support and how long you envision your involvement to last, are your matters that matter to us.
Strategic Giving: Services for Individuals and Families
Art Advisory
Whether you have inherited a valuable collection or built one of your own, the stewardship of fine art and collectibles presents an extensive range of formidable challenges. With experienced art advisors at your side, you have the guidance you need to avoid pitfalls and the expertise to manage your collection as the significant asset it is.
ART Resources Team FactsheetENTREPRENEUR SUITE OF RESOURCES
By engaging our team, you gain access to the intellectual capital and vast resources of our firm to help you manage your personal finances. Private Wealth Management can extend that range into your professional life, delivering the capital markets and institutional investing solutions needed to help pursue the strategic ambitions of your enterprise.
Reach out to us to find out how we can assist with your entrepreneurial endeavors.
Reach out to us to find out how we can assist with your entrepreneurial endeavors.
Overview of Wealth Planning Structures
As the value of your company Increases, it can become increasingly difficult to effectively redistribute the wealth among family members. One solution to this dilemma involves establishing estate planning structures that permit beneficiaries to profit from the appreciation in company value while hopefully minimizing the impact of federal estate and gift taxes.
Read "Overview of Wealth Planning Structures" Here
The Public Sale of Privately Held Business
Generally speaking, there are three basic liquidity scenarios: a cash sale, a tax-free stock acquisition (usually by a public company) or an IPO. Each involves different considerations.
Read "The Public Sale of Privately Held Business" Here
Family-Owned Business Succession Strategies
Raising children who are not only willing but also capable of taking over the family enterprise is an exceptional achievement in its own right. It can also create complex challenges related to your own retirement planning, family dynamics and the operation of your business. In order to manage transfer taxes, it is best to implement planning in advance of significant appreciation in the business.
Read "Family-Owned Business Succession Strategies" Here
Philanthropic Strategies and Structures
One of the great pleasures of building a successful business is the platform it provides to create the change you want to see in the world. There is a broad range of approaches that you may wish to consider and each option has unique characteristics, from various forms of donor control to varying degrees of flexibility, cost and complexity. While most of these strategies can be deployed at any point in the development of your business, there can be considerable efficiencies to be gained by implementing certain strategies in advance of an IPO, or the sale of your business.
Read "Philanthropic Strategies and Structures" Here
Understanding Equity Compensation
Depending on your ultimate exit strategy, you may reach a point where the better part of your net worth is held in the form of publicly traded stock and options. You may have to manage different types of incentive compensation, and decide when, how and if you want to divest some of these assets to diversify your overall holding and pursue your future business, philanthropic and wealth transfer goals.
Read "Understanding Equity Compensation" HereWith The 1122 Group at your side, reaching your most important goals can potentially be less challenging and more rewarding. We are ready to help you achieve your goals by working with you and your other trusted advisors, and combining our financial insights with the global resources of Morgan Stanley.
Brian Green | The Magic 8 Ball: What History Can Teach Us About 2025
It’s the time of the year that outlooks are published, and a New Year offers a clean slate for the educated analysis. However, it would be productive to look to history to help gauge where we could see things end up. Starting here could give us some context on the heels of 2 historically great years for the S&P 500. Will the good run continue? Will the market take a pause? Could we see excess triggering more than a correction? While not exactly a magic 8 Ball, could we find ourselves as John Maynard Keynes’ observed: “The markets can remain irrational longer than you can remain solvent?” Or will it be a case where the market is amid what Sir John Templeton observed: “Bull markets are born on pessimism, grown on skepticism and die of euphoria?” We’ll dive into all of that in this quarter’s note.
Read "The Magic 8 Ball" by Brian Green Here
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Donor Advised Funds (DAF)
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
MS GIFT
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Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
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Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative InvestmentsLocation
4064 Colony Road
Suite 460
Charlotte, NC 28211
US
Direct:
(833) 595-0298(833) 595-0298
Meet The 1122 Group
Brian G. Green, CFP®
Senior Vice President, Private Wealth Advisor
Phone:
(704) 521-7785(704) 521-7785
Vance R. Hodges
Senior Vice President, Private Wealth Advisor
Phone:
(704) 521-7781(704) 521-7781
Susan W. Johnson, CFP®
Senior Vice President, Private Wealth Advisor
Phone:
(704) 521-7783(704) 521-7783
Jim Lilley
Senior Vice President, Private Wealth Advisor
Phone:
(704) 521-7782(704) 521-7782
Kylan Smith, CFP®
Senior Vice President, Private Wealth Advisor
Phone:
(704) 521-7784(704) 521-7784
Robert W. Suddreth, CFP®
Senior Vice President, Private Wealth Advisor
Phone:
(704) 521-7786(704) 521-7786
R. Randall Wells, CFP®
Senior Vice President, Private Wealth Advisor
Phone:
(704) 521-7780(704) 521-7780
Lisa Kelley Leavy, CFP®, CAP®
Vice President, Director of Business Strategy
Phone:
(704) 521-7788(704) 521-7788
Kelly Williams
Client Service Associate
Phone:
(704) 521-7791(704) 521-7791
Helen Smith
Portfolio Management Associate
Phone:
(704) 995-9987(704) 995-9987
About Me
Jonathan Brackis brings nearly 30 years of diverse financial services experience to the complex financial needs of wealthy individuals and families. He and his team work closely together with each client to identify and understand their unique goals. Armed with this insight, they create and implement a fully customized wealth management plan considering all aspects of their client's financial picture.
Jonathan’s background encompasses estate & financial planning, investment management, life insurance, banking and lending. Prior to joining Morgan Stanley Private Wealth Management, he served as a Wealth Advisor at Wells Fargo's Private Bank. He began his career at a brokerage firm in New York, where he spent 10 years as a Securities Broker. Jonathan graduated from Skidmore College with a B.A. in Political Science and went on to earn the CERTIFIED FINANCIAL PLANNERTM designation.
Jonathan is an enthusiastic foodie, who enjoys cooking for friends and family and watching the Charlotte Hornets. He currently resides in Charlotte, North Carolina, with his wife, Anne, and their children, Dylan and Halle.
Jonathan’s background encompasses estate & financial planning, investment management, life insurance, banking and lending. Prior to joining Morgan Stanley Private Wealth Management, he served as a Wealth Advisor at Wells Fargo's Private Bank. He began his career at a brokerage firm in New York, where he spent 10 years as a Securities Broker. Jonathan graduated from Skidmore College with a B.A. in Political Science and went on to earn the CERTIFIED FINANCIAL PLANNERTM designation.
Jonathan is an enthusiastic foodie, who enjoys cooking for friends and family and watching the Charlotte Hornets. He currently resides in Charlotte, North Carolina, with his wife, Anne, and their children, Dylan and Halle.
Securities Agent: DE, MI, TX, SC, UT, MD, KS, CA, WA, TN, GA, AR, NC, OR, NY, NJ, MO, FL, CO, VA, DC, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 501689
NMLS#: 501689
About Me
Drawing on over 25 years of professional investing experience, Brian Green crafts highly customized portfolios based on each investor’s specific objectives and risk tolerance. Brian has provided steady guidance through multiple market cycles, helping his clients create and maintain strategies to pursue their goals and preserve and prudently grow their hard-earned assets.
Prior to joining Morgan Stanley Private Wealth Management in 2022, Brian spent 24 years at Wells Fargo. In addition to building his wealth management practice, his career at Wells Fargo included positions within their Alternative Strategies Group, where he assisted with research, analysis and investments in private equity, hedge funds and managed futures.
Brian earned a B.S. in business administration from the University of South Carolina at Columbia. He also holds the CERTIFIED FINANCIAL PLANNER (CFP®) designation.
A Charlotte native, Brian lives in the Plaza-Midwood area with his wife, Caroline, and daughter, Collins. Brian and his family enjoy whitewater kayaking and any outdoor adventures they can find.
Prior to joining Morgan Stanley Private Wealth Management in 2022, Brian spent 24 years at Wells Fargo. In addition to building his wealth management practice, his career at Wells Fargo included positions within their Alternative Strategies Group, where he assisted with research, analysis and investments in private equity, hedge funds and managed futures.
Brian earned a B.S. in business administration from the University of South Carolina at Columbia. He also holds the CERTIFIED FINANCIAL PLANNER (CFP®) designation.
A Charlotte native, Brian lives in the Plaza-Midwood area with his wife, Caroline, and daughter, Collins. Brian and his family enjoy whitewater kayaking and any outdoor adventures they can find.
Securities Agent: SC, OR, NJ, MI, FL, CO, TX, NY, MO, MD, AR, IL, VA, PA, NC, KS, CA, GA, WA, DE, DC, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 2452727
NMLS#: 2452727
About Me
A financial professional with over two decades of experience, Vance Hodges helps a select clientele of individuals and their families effectively address the challenges of managing significant wealth. Vance works to develop a robust understanding of each client’s specific needs, goals and values. He can then assemble and coordinate whatever resources and expertise are needed to create and implement comprehensive wealth plans based on their goals.
Prior to joining Morgan Stanley Private Wealth Management in 2022, Vance was a Wealth Advisor with Wells Fargo Private Bank and a Private Client Manager at US Trust, Bank of America. He has a deep background in business transition and lending. Vance graduated from Virginia Tech with a B.S. in finance and went on to earn an MBA from McColl School of Business at Queens University.
Vance and his wife, Shanna, have two sons, Jack and Luke. He enjoys playing golf, coaching his children’s teams and anything involving the outdoors. He is actively involved in many charities and is an Eagle Scout.
Prior to joining Morgan Stanley Private Wealth Management in 2022, Vance was a Wealth Advisor with Wells Fargo Private Bank and a Private Client Manager at US Trust, Bank of America. He has a deep background in business transition and lending. Vance graduated from Virginia Tech with a B.S. in finance and went on to earn an MBA from McColl School of Business at Queens University.
Vance and his wife, Shanna, have two sons, Jack and Luke. He enjoys playing golf, coaching his children’s teams and anything involving the outdoors. He is actively involved in many charities and is an Eagle Scout.
Securities Agent: CA, AR, PA, SC, CO, DE, DC, VA, NJ, TX, NY, FL, UT, OR, NC, MO, MD, GA, KS, WA, MI, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1212767
NMLS#: 1212767
About Me
Drawing on more than 30 years of wealth advisory experience, Susan Johnson helps affluent families craft highly customized plans to address their specific multigenerational goals. Rooted in investment strategy, these comprehensive solutions address tax, trust and estate planning; liability management; cash management; and other aspects of clients’ financial lives. She particularly enjoys helping clients manage the impact of wealth on their family dynamics and working with younger members so they will be prepared to carry on their family legacies.
Prior to joining Morgan Stanley Private Wealth Management, Susan served as a Wealth Advisor at Wells Fargo. She had previously served as a Private Client Advisor for US Trust, Bank of America, and held various roles in the Wealth Management Group of a Wells Fargo Bank predecessor institution.
A graduate of Wake Forest University, Susan went on to earn a designation as a CERTIFIED FINANCIAL PLANNER professional. She also completed the Wake Forest Business School Program in Non-Profit and Foundation Management.
Susan is active in the Charlotte community and is a volunteer at Novant Hospital. She and her husband, Bobby enjoy spending time with their daughters and two grandchildren, as well as travelling, boating and hiking.
Prior to joining Morgan Stanley Private Wealth Management, Susan served as a Wealth Advisor at Wells Fargo. She had previously served as a Private Client Advisor for US Trust, Bank of America, and held various roles in the Wealth Management Group of a Wells Fargo Bank predecessor institution.
A graduate of Wake Forest University, Susan went on to earn a designation as a CERTIFIED FINANCIAL PLANNER professional. She also completed the Wake Forest Business School Program in Non-Profit and Foundation Management.
Susan is active in the Charlotte community and is a volunteer at Novant Hospital. She and her husband, Bobby enjoy spending time with their daughters and two grandchildren, as well as travelling, boating and hiking.
Securities Agent: MI, DE, PA, NJ, DC, AR, SC, NY, KS, WA, IL, UT, MD, CA, GA, OR, CO, TX, MO, FL, VA, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 526484
NMLS#: 526484
About Me
A highly experienced personal relationship manager, Jim Lilley helps successful families develop, implement and maintain customized wealth plans designed to achieve all of their most important financial goals. The solutions Jim delivers touch every aspect of his clients’ financial lives, including investments, credit, estate and financial planning, insurance and philanthropy.
Prior to joining Morgan Stanley Private Wealth Management, Jim served as a Wealth Advisor at Wells Fargo for the previous 9 years. Prior to that role, he was the Regional Wealth Planning Manager and Senior Wealth Planning Strategist, where he led a team of 20 wealth planners who advised clients how to successfully protect, grow and ultimately transfer wealth. Earlier in his career, Jim was a Financial Analyst at the Ayco Company, L.P., a Goldman Sachs Company, where he specialized in corporate executive financial counseling.
Jim graduated from the University of Rochester with a B.A. in economics and went on to earn his Juris Doctor and MBA from the State University of New York at Buffalo. He is licensed to practice law in Pennsylvania.
Jim resides in Huntersville, North Carolina with his wife, Christy and their three children, James, Diana and Kate. Jim is a member of the Charlotte Estate Planning Council, Association for Corporate Growth and Charlotte Estate Planning Group. He formerly served on the executive committee of the board of Big Brothers and Big Sisters of Greater Charlotte, the Queens University Estate Planners Day steering committee, and Foundation for the Carolinas Cabinet of Professional Advisors. In his spare time Jim enjoys coaching his children’s basketball and baseball teams and rooting for his beloved Buffalo Bills.
Prior to joining Morgan Stanley Private Wealth Management, Jim served as a Wealth Advisor at Wells Fargo for the previous 9 years. Prior to that role, he was the Regional Wealth Planning Manager and Senior Wealth Planning Strategist, where he led a team of 20 wealth planners who advised clients how to successfully protect, grow and ultimately transfer wealth. Earlier in his career, Jim was a Financial Analyst at the Ayco Company, L.P., a Goldman Sachs Company, where he specialized in corporate executive financial counseling.
Jim graduated from the University of Rochester with a B.A. in economics and went on to earn his Juris Doctor and MBA from the State University of New York at Buffalo. He is licensed to practice law in Pennsylvania.
Jim resides in Huntersville, North Carolina with his wife, Christy and their three children, James, Diana and Kate. Jim is a member of the Charlotte Estate Planning Council, Association for Corporate Growth and Charlotte Estate Planning Group. He formerly served on the executive committee of the board of Big Brothers and Big Sisters of Greater Charlotte, the Queens University Estate Planners Day steering committee, and Foundation for the Carolinas Cabinet of Professional Advisors. In his spare time Jim enjoys coaching his children’s basketball and baseball teams and rooting for his beloved Buffalo Bills.
Securities Agent: MI, CA, VA, NY, KS, WA, MA, AR, MO, SC, TX, DE, DC, CO, NJ, GA, UT, PA, OR, MD, FL, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1045713
NMLS#: 1045713
About Me
Kylan Smith brings over a decade of wealth planning and investing experience to the service of her clients. Working to gain an in-depth understanding of each family’s multigenerational goals and values, she crafts highly customized solutions that address the full spectrum of their financial lives. Leveraging her background in tax and estate planning, she works with the team’s portfolio managers to align strategies with objectives, helping each client protect and grow assets to support the pursuit of their life goals.
Prior to joining Morgan Stanley Private Wealth Management in 2022, Kylan spent eight years as a Senior Fiduciary Specialist with Wells Fargo Private Bank. Earlier in her career, she worked at BB&T Wealth, where she was a Personal Trust Specialist.
Kylan earned a B.S. in business administration from the Kenan-Flagler School of Business at UNC-Chapel Hill. She is also a graduate of the Southeastern Trust School and a Certified Financial Planner professional. Beyond her professional duties, she is a member of Women’s Impact Fund, YoungLife leadership committee and is actively involved in her church. Kylan is married to Justin and they have three children, Reynolds, Frances and Eleanor.
NMLS#421000
Prior to joining Morgan Stanley Private Wealth Management in 2022, Kylan spent eight years as a Senior Fiduciary Specialist with Wells Fargo Private Bank. Earlier in her career, she worked at BB&T Wealth, where she was a Personal Trust Specialist.
Kylan earned a B.S. in business administration from the Kenan-Flagler School of Business at UNC-Chapel Hill. She is also a graduate of the Southeastern Trust School and a Certified Financial Planner professional. Beyond her professional duties, she is a member of Women’s Impact Fund, YoungLife leadership committee and is actively involved in her church. Kylan is married to Justin and they have three children, Reynolds, Frances and Eleanor.
NMLS#421000
Securities Agent: CA, KS, MO, DE, SC, NJ, MD, DC, CO, OR, NY, NC, AR, VA, UT, TX, PA, MI, GA, MN, FL, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 421000
NMLS#: 421000
About Me
Bob Suddreth has nearly 40 years of experience in banking, lending, investment management, financial planning, and life insurance. He plays a key role in developing highly customized strategies to address the complex needs of the team's ultra-high net worth clients including advising on sophisticated tailored credit, deposit and cash management strategies. Prior to joining Morgan Stanley Private Wealth Management, Bob served in various capacities at Wells Fargo in retail and commercial banking where he was named Office Executive for Cabarrus County. During his tenure at Wells Fargo he also served as an Investment Specialist-Strategist-Manager in the Private Bank.
Bob earned a B.S. in Business Administration from the University of North Carolina at Chapel Hill. He also holds the CERTIFIED FINANCIAL PLANNER (CFP) designation.
Within his community, Bob is a member of the corporation for the Cabarrus County Boys and Girls Club as well as Young Life and the Concord Rotary Club. He has formerly served on boards in various capacities for Cooperative Christian Ministries, American Red Cross, United Way, YMCA and the Boy Scouts.
A native of Charlotte, Bob has lived in Concord for over 30 years with his wife Ruth. They have three grown children and one grandson. In his free time Bob enjoys playing golf.
Bob earned a B.S. in Business Administration from the University of North Carolina at Chapel Hill. He also holds the CERTIFIED FINANCIAL PLANNER (CFP) designation.
Within his community, Bob is a member of the corporation for the Cabarrus County Boys and Girls Club as well as Young Life and the Concord Rotary Club. He has formerly served on boards in various capacities for Cooperative Christian Ministries, American Red Cross, United Way, YMCA and the Boy Scouts.
A native of Charlotte, Bob has lived in Concord for over 30 years with his wife Ruth. They have three grown children and one grandson. In his free time Bob enjoys playing golf.
Securities Agent: FL, NJ, NC, KS, SC, MO, CO, NY, DC, OR, DE, CA, RI, WA, MI, VA, GA, AR, UT, TX, PA, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 501693
NMLS#: 501693
About Me
Randy Wells’ portfolio management experience spans more than three decades and multiple market cycles. Over the course of his career, he has guided his clients through the dot-com crash, financial crisis and COVID pandemic. This experience guides his approach to helping his client craft highly customized portfolios to pursue their investment objectives.
Prior to joining Morgan Stanley Private Wealth Management, Randy spent 17 years working with highly affluent families and individuals at Wells Fargo. He joined Wells Fargo from Bank of America/Merrill Lynch, where he had served as a Senior Vice President and Portfolio Manager for 13 years.
Randy earned a B.S. in business administration from Middle Tennessee State University and has worked to expand his knowledge of the financial markets ever since. He is a member of the Certified Financial Planner Board of Standards and the North Carolina Society of Financial Analysts.
Outside of work, Randy enjoys spending time with his family, traveling, hiking and golf. He is also involved with several philanthropic activities through his church and other local charitable organizations.
Prior to joining Morgan Stanley Private Wealth Management, Randy spent 17 years working with highly affluent families and individuals at Wells Fargo. He joined Wells Fargo from Bank of America/Merrill Lynch, where he had served as a Senior Vice President and Portfolio Manager for 13 years.
Randy earned a B.S. in business administration from Middle Tennessee State University and has worked to expand his knowledge of the financial markets ever since. He is a member of the Certified Financial Planner Board of Standards and the North Carolina Society of Financial Analysts.
Outside of work, Randy enjoys spending time with his family, traveling, hiking and golf. He is also involved with several philanthropic activities through his church and other local charitable organizations.
Securities Agent: AR, TX, MO, DE, VA, NC, GA, MI, MD, DC, UT, NY, FL, CO, WA, SC, OR, KS, CA, PA, NJ; General Securities Representative; Investment Advisor Representative
About Lisa Kelley Leavy
Drawing on more than two decades of experience, Lisa partners with the rest of the 1122 Group to meet the needs of their clients consisting of high-achieving corporate executives, business owners and affluent families with complex financial needs.
Prior to joining Morgan Stanley Private Wealth Management, Lisa spent 21 years with the Wells Fargo Wealth Planning Group, providing wealth planning services to affluent families and individuals. Lisa crafted personalized wealth management plans for clients with complex financial needs. Lisa exceled at helping her clients define clear financial, philanthropic and legacy goals. She then provided the experienced perspective needed to make confident, well-informed decisions. Coordinating the efforts of her clients’ tax and legal advisors, she delivered sophisticated solutions across every aspect of their financial lives: cash flow planning, asset allocation, diversification of concentrated positions, insurance needs analysis, equity compensation, income tax planning, philanthropy, and tax, trust and estate strategies.
Lisa graduated from Slippery Rock University of Pennsylvania with a B.S. in finance and went on to earn an MBA from Wake Forest University’s Babcock Graduate School of Management. She holds professional designations as a CERTIFIED FINANCIAL PLANNERTM (CFP®) and a Chartered Advisor of Philanthropy (CAP).
Lisa lives in Charlotte, North Carolina with her husband, Dan. She enjoys art, running and spending time with her dogs, Buffy and Frankie.
Prior to joining Morgan Stanley Private Wealth Management, Lisa spent 21 years with the Wells Fargo Wealth Planning Group, providing wealth planning services to affluent families and individuals. Lisa crafted personalized wealth management plans for clients with complex financial needs. Lisa exceled at helping her clients define clear financial, philanthropic and legacy goals. She then provided the experienced perspective needed to make confident, well-informed decisions. Coordinating the efforts of her clients’ tax and legal advisors, she delivered sophisticated solutions across every aspect of their financial lives: cash flow planning, asset allocation, diversification of concentrated positions, insurance needs analysis, equity compensation, income tax planning, philanthropy, and tax, trust and estate strategies.
Lisa graduated from Slippery Rock University of Pennsylvania with a B.S. in finance and went on to earn an MBA from Wake Forest University’s Babcock Graduate School of Management. She holds professional designations as a CERTIFIED FINANCIAL PLANNERTM (CFP®) and a Chartered Advisor of Philanthropy (CAP).
Lisa lives in Charlotte, North Carolina with her husband, Dan. She enjoys art, running and spending time with her dogs, Buffy and Frankie.
About Kelly Williams
Drawing on 10 years of financial service industry experience, Kelly Williams works closely with the team’s wealth advisors to deliver an outstanding overall service experience to every family and individual they serve. Kelly works to understand the unique needs and expectations of each client and to ensure that all questions, requests and service issues are resolved in a timely and professional manner.
Prior to joining Morgan Stanley Private Wealth Management in 2022, Kelly spent a decade at Wells Fargo. Earlier in her professional life, she taught fourth grade at J.H. Gunn Elementary school for two years.
Kelly earned a Bachelor of Arts in elementary education from the University of North Carolina Wilmington. She also has her Lean Six Sigma Green Belt Certification. In her spare time, she enjoys painting, crafting and spending quality time with her friends and family. She is also an avid Formula 1 and Carolina Panthers fan.
Prior to joining Morgan Stanley Private Wealth Management in 2022, Kelly spent a decade at Wells Fargo. Earlier in her professional life, she taught fourth grade at J.H. Gunn Elementary school for two years.
Kelly earned a Bachelor of Arts in elementary education from the University of North Carolina Wilmington. She also has her Lean Six Sigma Green Belt Certification. In her spare time, she enjoys painting, crafting and spending quality time with her friends and family. She is also an avid Formula 1 and Carolina Panthers fan.
About Helen Smith
Helen brings over two decades of Financial Services knowledge to her role. She partners closely with the team’s Portfolio Managers to develop fully customized investment portfolios tailored to meet the specific objectives of our ultra-high net worth clients.
She has been with Morgan Stanley and its predecessors since 2005. Her previous roles include two years as a Regional Client Engagement Associate, AVP and as a Portfolio Associate.
Helen holds an Associate’s Degree in Business Management from Bryant and Stratton College. A native of Syracuse, NY, Helen also lived in the Orlando and Tampa areas before making Charlotte her home, where she resides with her husband Andy and daughter Courtney. She enjoys outdoor activities and cherishes time spent with family and friends.
She has been with Morgan Stanley and its predecessors since 2005. Her previous roles include two years as a Regional Client Engagement Associate, AVP and as a Portfolio Associate.
Helen holds an Associate’s Degree in Business Management from Bryant and Stratton College. A native of Syracuse, NY, Helen also lived in the Orlando and Tampa areas before making Charlotte her home, where she resides with her husband Andy and daughter Courtney. She enjoys outdoor activities and cherishes time spent with family and friends.
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Managing Significant Wealth
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Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
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- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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 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
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
1Morgan 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
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 4237142 (02/2025)
