The Andersson/Bekken Group at Morgan Stanley
Our Mission Statement
Our mission is to be a trusted partner, providing the insights and resources you need to grow, preserve, and eventually pass down your wealth for generations to come.
Our Story and Services
Our team is proud to bring over 70 years of combined experience to our clients, offering guidance grounded in expertise and a multigenerational perspective. As a team, we carry forward a legacy of dedication to helping clients protect their wealth, pursue their goals, and establish a lasting legacy. Supported by a close-knit team of three financial advisors and a dedicated client service representative, we aim to deliver personal, meaningful financial planning that aligns with each client’s unique journey.
We invest time in understanding what’s most important to you, whether you’re building a business, planning for retirement, or setting lifelong aspirations. Together, we create tailored wealth strategies that not only focus on your goals today but also adapt as life and markets change.
With a client-centered approach, we walk beside you through life’s various stages, adjusting strategies to ensure you remain on course toward your financial dreams. Our mission is to be a trusted partner, providing the insights and resources you need to protect your wealth, pursue your goals and establish your legacy.
We invest time in understanding what’s most important to you, whether you’re building a business, planning for retirement, or setting lifelong aspirations. Together, we create tailored wealth strategies that not only focus on your goals today but also adapt as life and markets change.
With a client-centered approach, we walk beside you through life’s various stages, adjusting strategies to ensure you remain on course toward your financial dreams. Our mission is to be a trusted partner, providing the insights and resources you need to protect your wealth, pursue your goals and establish your legacy.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
We work with a broad range of clients who value and respect the advice we carefully cultivate for them in seeking the achievement of the following goals:
- Simplify their financial life
- Plan for an enjoyable retirement
- Manage risk and protect their family
- Minimize investment related taxes through advance strategies
- Address long-term health care needs
- Educate the next generation on how to manage wealth and carry family values forward
- Achieve important philanthropic goals
- Simplify their financial life
- Plan for an enjoyable retirement
- Manage risk and protect their family
- Minimize investment related taxes through advance strategies
- Address long-term health care needs
- Educate the next generation on how to manage wealth and carry family values forward
- Achieve important philanthropic goals
Retirees:
You’ve done the hard work to get here. Now what? We help you plan for many stages of retirement: social security strategies, healthcare costs, long term care, retirement income planning, helping preserve your wealth, philanthropy, estate planning strategies and gifting.
Physicians and Medical Professionals:
You face unique wealth challenges. From debt repayment, insurance needs, tax mitigation strategies, and even getting a late start seeking to build wealth, we have the experience to walk you through these areas of your financial life.
Women:
You control much of the wealth in this country and yet statistically feel less prepared or qualified to manage that money. We are skilled at education through major phases of your financial life, from your family, career, wealth building years, college planning, retirement, long term care needs and philanthropy.
Professionals:
You work hard and have a very busy schedule. We can give you time back by taking some financial responsibilities off your plate. We offer a full suite of Morgan Stanley tools that can help you achieve your financial goals.
Our Process
Our way of offering customized service is to treat each client like family. The only way we can help our clients stay true to a clearly defined plan, one based on age and income requirements with the flexibility to address unexpected circumstances, is by investing considerable time and effort for each of them. That typically involves the following process:
Pre-Meeting Phone Call:
We will begin to know each other and determine whether we should go forward with a more in-depth meeting
Initial Meeting:
We’ll ask a lot of questions and listen carefully as you tell us about your dreams and fears that might be standing in the way. We’ll also learn of the things you expect from us and what you want in this relationship
Creating a Plan:
We quantify the cost of retirement and other objectives you’d like to be true in your life. We also identify sources of income and determine whether you have a gap that needs to be filled or a surplus that can enable you to retirement and help meet those goals with confidence
Implementing Your Plan:
Your plan contains tangible recommendations designed to help you reach your specific goals. Our investment management approach relieves you of day-to-day investment decisions, allowing you to focus on the things most important to you
Monitoring Your Plan:
We monitor your plan on an ongoing basis and make adjustments when warranted by prevailing market conditions and changes in your life
Beyond Your Investment Portfolio:
Our client relationships truly become like family. We consider this a long term relationship and hope you do too
Digital Tools
Morgan Stanley's suite of Modern Wealth Management Tools allows advisors to offer more customized and comprehensive advice than before. These tools' ease of use allows for a more in-depth view of a client's financial life to be taken, potentially resulting in better service and more well-rounded advice.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
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.
Learn More
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit our Security Center
Total Wealth View
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
We've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
Total Wealth ViewWe've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
LifeView
LifeView is a suite of planning tools that includes goal-specific analysis that Financial Advisors can use with clients to create a realistic, holistic strategy that integrates the various aspects of an individual’s financial life, including investments and cash management needs.
LifeView provides progress-to-goals reporting and can also illustrate complex planning strategies such as methods of stock option exercise, Roth conversions and 401k early distributions under IRS Rule 72(t).
LifeView SurveryLifeView provides progress-to-goals reporting and can also illustrate complex planning strategies such as methods of stock option exercise, Roth conversions and 401k early distributions under IRS Rule 72(t).
Goals Planning System
GPS helps clients define what they want out of life, and then creates a financial framework to bring these goals to life.
GPS Offers:
-A Plan Designed to Achieve Goals
-Embedded Investment Strategy to Help Clients Get on Track
-Track Progress to Goals
-Stay Flexible as Goals Change
GPS VideoGPS Offers:
-A Plan Designed to Achieve Goals
-Embedded Investment Strategy to Help Clients Get on Track
-Track Progress to Goals
-Stay Flexible as Goals Change
Outlooks & Updates
Here at Morgan Stanley, we strive to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future. The Andersson Bekken Group is a firm believer of giving its clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
GIC Weekly Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
Read The Latest Report
On The Markets Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy, and more.
Read The Latest ReportLocation
3050 Roadrunner Pkwy
Ste B
Las Cruces, NM 88011
US
Direct:
(575) 521-2342(575) 521-2342
Meet The Andersson/Bekken Group
Shelby Andersson
Gina Luckett-George
About Fred Andersson
Securities Agent: FL, CO, PA, DC, IL, AL, NH, OR, ME, KY, AZ, TX, TN, SC, MA, LA, WA, IN, HI, CA, WI, OH, NY, MD, VA, PR, NV, NM, NC, WV, ID, IA, GA; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1316486
NMLS#: 1316486
About Molly Bekken
Molly’s experience starting and running a successful business, combined with a decade of teaching at the collegiate level has prepared her to work with affluent retirees, especially women, who are vastly underrepresented in this industry.
Your holistic financial life is important to her and she outlines a roadmap with each and every client that includes financial planning, retirement planning, education goals, as well as legacy and philanthropy goals. Molly believes complexity isn’t necessarily sophisticated, it’s just complex, so she will make sure you understand and feel confident with every investment strategy implemented and outline how it fits into your overall plan.
Molly loves people, is a Las Cruces Native, an Idahoan business-owner, and a mom of four. She is an avid reader, strives to support her local community first, and she feels like superwoman in high heels.
Your holistic financial life is important to her and she outlines a roadmap with each and every client that includes financial planning, retirement planning, education goals, as well as legacy and philanthropy goals. Molly believes complexity isn’t necessarily sophisticated, it’s just complex, so she will make sure you understand and feel confident with every investment strategy implemented and outline how it fits into your overall plan.
Molly loves people, is a Las Cruces Native, an Idahoan business-owner, and a mom of four. She is an avid reader, strives to support her local community first, and she feels like superwoman in high heels.
Securities Agent: OH, NY, MO, VA, CA, TX, RI, OR, NM, LA, FL, WA, ME, GA, NV, PA, KS, SC, NC, KY, AZ, AL, WV, TN, IN, DC, MD, MA, IL, CO, PR, NH, ID, IA, HI, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1851281
NMLS#: 1851281
About Shelby Andersson
Securities Agent: PR, IA, WV, HI, ID, RI, MO, MD, IL, CO, NM, NC, MA, KY, FL, WI, DC, TX, TN, SC, NH, LA, AZ, VA, WA, PA, OH, IN, GA, AL, OR, ME, KS, NY, CA, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 2675177
NMLS#: 2675177
About Gina Luckett-George
Gina was born in South Carolina, grew up in Illinois, and then moved to New Mexico. She spent the first 17 years of her adult life in the telecommunications business, and then came to work with Fred at Morgan Stanley in 2003, as his assistant. Gina has an amazing daughter born in 1991, and then 13 years later, came an equally amazing son, Timmy. Gina loves to get to know our clients and their families, and cherishes them all dearly. It is her goal to continue to put the clients first, above all else. After all, we wouldn’t be where we are in this industry without you!
Contact Fred Andersson
Contact Molly Bekken
Contact Shelby Andersson
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
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 Andersson/Bekken 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.
1When 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.
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.
3Morgan 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.
4When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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
1When 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.
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.
3Morgan 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.
4When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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)
