The 1122 Group

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.

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.

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.

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.

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 has been active in the Charlotte area as 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 watching his children play volleyball, gymnastics, basketball, football, and baseball and watching his beloved Buffalo sports teams.

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

Bob Suddreth has over 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 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 35 years with his wife Ruth. They have three grown children and two grandsons and one granddaughter. In his free time Bob enjoys playing golf.

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 .

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.

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) and has successfully completed the Morgan Stanley Family Wealth Director Program.

Lisa lives in Charlotte, North Carolina with her husband, Dan. She enjoys art, running and spending time with her dogs, Buffy and Frankie.

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.

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.

Madison Rosenberg joined the 1122 Group in March 2025. She is a Registered Client Service Associate with almost three years of industry experience, specializing in account maintenance and relationship development. Madison works with the Financial Advisors to help design and service customized financial plans aligned with each client’s unique needs, with a strong emphasis on client satisfaction and long-term relationships.

Prior to joining Morgan Stanley, Madison worked at Fidelity Investments, and earned her Series 7, Series 63, and Series 65 licenses. She graduated from the University of Tennessee, Knoxville, where she earned her Bachelor’s degree in Finance and also has an Associate’s degree in Accounting. During her time at UT, Madison was also a student-athlete. Outside of work, Madison enjoys staying active through playing multiple sports, hanging out with friends and spending time with her dog, Andi. She is also an avid Philadelphia Eagles (Go Birds) and Phillies fan.