Palmer Moldawer, CIMA®
Managing Director, Wealth Management, Financial Advisor, Senior Institutional Consultant
Phone:
(713) 654-7222(713) 654-7222
The AHM Group at Morgan Stanley
Direct:
(713) 654-7218(713) 654-7218
Our Mission Statement
Our Mission is to help family offices, high net worth investors, trustees, directors, and investment committees intelligently navigate the complex world of investing and fiduciary responsibilities. We are guided by a set of core principles: Act in the best interest of our clients; Provide independent, objective investment recommendations; Maintain the highest ethical standards.
Welcome
Our mission is to help high net worth investors, retirees, trustees, directors and investment committees intelligently navigate the complex world of investing and fiduciary responsibilities. We are guided by a set of core principles: act in the best interest of our clients, provide independent, objective investment recommendations, and maintain the highest ethical standards. We ultimately strive to provide the following to our clients:
Experience - AHM Consulting Group has been assisting individual and institutional investors since 1986.
Collaboration - We strive to be academically inquisitive and share our intellectual capital with our colleagues and clients
Integrity - We commit to the highest standards of ethical behavior and seek to avoid potential conflicts of interest
Transparency - We use asset-based fees to cover our consulting services
Resources - We maintain individual competence through training, education and by leveraging the resources of Morgan Stanley
Experience - AHM Consulting Group has been assisting individual and institutional investors since 1986.
Collaboration - We strive to be academically inquisitive and share our intellectual capital with our colleagues and clients
Integrity - We commit to the highest standards of ethical behavior and seek to avoid potential conflicts of interest
Transparency - We use asset-based fees to cover our consulting services
Resources - We maintain individual competence through training, education and by leveraging the resources of Morgan Stanley
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
One of the nation’s most experienced investment consultants
Provides investment consulting to more than $1 billion (as of date June 1, 2023) in client assets
•Private Individuals and Family Offices
•Foundations and Endowments
•Retirement plans
Proprietary manager research process
•Research and evaluate investment managers and products
•Evaluate using both quantitative and qualitative criteria
•Proprietary database with over 7,700 investment products screened, representing more than 1,100 monitored on an ongoing basis
•Quarterly performance attribution on selected investment products
•Provide ongoing performance and portfolio analysis
Provides investment consulting to more than $1 billion (as of date June 1, 2023) in client assets
•Private Individuals and Family Offices
•Foundations and Endowments
•Retirement plans
Proprietary manager research process
•Research and evaluate investment managers and products
•Evaluate using both quantitative and qualitative criteria
•Proprietary database with over 7,700 investment products screened, representing more than 1,100 monitored on an ongoing basis
•Quarterly performance attribution on selected investment products
•Provide ongoing performance and portfolio analysis
Location
1330 Post Oak Blvd
Suite 900
Houston, TX 77056
US
Direct:
(713) 654-7218(713) 654-7218
Meet The AHM Group
Phone:
(713) 654-7209(713) 654-7209
Kayla Sickman
Business Development Associate
Phone:
(713) 654-7247(713) 654-7247
Zaida Gil
Registered Client Service Associate
Phone:
(713) 968-3066(713) 968-3066
Sergio Gonzales
Registered Client Service Associate
Phone:
(713) 968-3092(713) 968-3092
About Palmer Moldawer
Palmer Moldawer serves as senior co-consultant on all clients served by the AHM Group. Mr. Moldawer has over 30 years of industry experience and holds a BA-Economics from The University of Texas-Austin and studied at the University of California-Berkley, Haas School of Business - Executive Training Program. His area of focus includes providing full service investment consulting services to the Corporate and Executive, Family Wealth, and Foundation and Endowment market. Mr. Moldawer is a member of the Investment Management Consultants Association and is a Certified Investment Management Analyst. He is a life long resident of Houston and graduated from the Kinkaid School.
Securities Agent: KS, GA, OK, TX, NC, MA, AR, IL, WA, NV, MT, DC, CT, CO, OR, RI, MI, MD, FL, NY, NE, CA, VA, TN, NM; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1285164
NMLS#: 1285164
About Will Carsey
Will Carsey serves as a co-consultant on all clients served by the AHM Group.
His areas of focus include providing advisory services to High Net Worth Individuals and to the Foundation and Endowment market. These services include consulting services, asset allocation, manager due diligence, and investment policy development. Mr. Carsey has over 15 years of industry experience and holds an MBA from The University of Houston and a BBA-Finance from The University of Texas-Austin.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
His areas of focus include providing advisory services to High Net Worth Individuals and to the Foundation and Endowment market. These services include consulting services, asset allocation, manager due diligence, and investment policy development. Mr. Carsey has over 15 years of industry experience and holds an MBA from The University of Houston and a BBA-Finance from The University of Texas-Austin.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Securities Agent: OR, OK, OH, NM, TX, MI, AR, MT, MA, IL, GA, FL, KS, CO, TN, DC, CA, VA, NV, NC, MD, LA, WA, PA, NY, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1370418
NMLS#: 1370418
About Kayla Sickman
Kayla Sickman serves as the lead associate on all clients served by the AHM Group. Her focus is on ensuring the client experience is of the highest quality. She concentrates in account management, digital engagement, and business transactions. Kayla graduated with a B.A. in Sociology from St. Edward’s University in Austin, Tx. She enjoys golfing when the weather permits and achieved her first hole in one in May 2023. She also loves traveling with her husband and two children.
About Zaida Gil
Zaida is a seasoned professional in the securities industry since 2012. She excels as a dedicated problem solver for the team and valued clients. Zaida graduated with a B.B.A from the University of Houston-Downtown. Born in Monterrey, NL Mexico, Zaida’s heart and home are firmly rooted in the Houston area. Outside of work, she is a proud parent cherishing time with her young daughter.
Contact Palmer Moldawer
Contact Will Carsey
Wealth Management
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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
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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
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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 AHM Group today.
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
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)
