Managing Director, Wealth Management, Financial Advisor, Corporate Retirement Director
Phone:
(816) 932-8754(816) 932-8754
The Angold Roth Wealth Management Group at Morgan Stanley
Our Mission Statement
With a wealth of knowledge, technology, and resources, we help you overcome your most complex financial hurdles, and identify new opportunities to help you reach your most important objectives.
Our Story and Services
Creating a future only you can see demands relentless pursuit. Like Morgan Stanley Brand Ambassador and PGA TOUR champion Justin Rose, we pair a vision of what's possible for our clients with the grit to make it happen.
For years, we've helped people overcome the challenges that come along with significant wealth.
Business owners have relied on us to help turn their successful companies into successful retirements.
Doctors, executives, and other professionals with demanding jobs have leaned on our comprehensive financial skillset to help protect their family's futures –– so they can stay focused on their careers.
Family offices, institutions, and foundations have turned to us for help navigating their complex financial objectives, while balancing an ever-changing regulatory landscape.
Pillars for Success
- A LIFELONG RELATIONSHIP: Just as important as our 50+ years of combined experience, are the many decades we still have ahead of us. Because it’s that longevity that allows our client relationships to truly be lifelong. For your retirement. For your family. For your legacy. We’ll be here to help guide you and your loved ones every step of the way.
- A COMMITMENT TO SERVICE: While your goals are our number one priority; a very close second is your everyday experience. That’s why service is one our team’s core values. We strive to be proactive in our communication. Thorough in our attention to detail. Accessible whenever you need us. We’re here for the big, the small, and everything in between.
- A RECORD OF EXCELLENCE: Though youth is on our side, we’ve already received numerous industry recognitions. Most recently, Forbes’ named both Jeff Angold and Patrick Roth to the 2024 Best-In-State Wealth Advisors list¹. Patrick Roth was also named a Top Next Gen Wealth Advisor in 2021 and 2022; and in 2022, Forbes ranked him #1 in Missouri and #83 in the country². Jeff Angold has also been named a Forbes’ Top Next Gen Wealth Advisor in 2021 and 2022³.
- For a second opinion about your current investments, or to talk about your goals, please call us at (816) 932-7824.
- 2024 Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.² ³2021-2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (2021-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year the award was issued.
- 2025 Forbes Best-In-State Wealth Management Team | Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based on time period from 3/31/23-3/31/24. https://www.morganstanley.com/disclosures/awards-disclosure.html
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Tax Efficient Investing & Complex Needs
Our clients often have intricate tax & business needs that require focused solutions. As a client of the Angold Roth Group, you have acesss to premiere wealth planning strategies such as:
- Pre-IPO Planning
- Concentrated Stock Position Tax and Risk Management Strategies
- Business Succession Planning
High Net Worth Portfolio Management
As investment professionals, we recognize not all clients portfolio needs are the same. Our high net worth clients have access to sophisticated advice & non-traditional investment vehicles to help preserve and grow their wealth such as:
- Private and Alternative Investments
- World-Class Asset Managers
Disclosures:
The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
Personalized Solutions
From buying a home to rolling over your 401(k) to leaving a lasting legacy, we are here to answer your financial questions and implement the best strategies for your specific goals and circumstances. Here are just some of the questions we help our clients answer every day.
Financial Planning
Life is constantly changing. How do I prepare for a more secure future knowing that certain events – like a divorce or a death in the family – can dramatically impact my plans?
Retirement Planning
Have I saved enough for retirement so I can maintain my current lifestyle without worrying I’ll run out of money? What is the best way to re-invest my 401(k) when I get ready to leave my company and retire?
Asset Organization
I have assets spread across multiple organizations and platforms. How do I get organized and simplify my financial life?
Managing Risk
Life’s risks can reveal themselves in many ways – from loss of life to loss of health. How do I protect myself and my family from life’s unknowns?
Professional Portfolio Management
I have so many things I want to do with my life. How can one investment strategy balance them all?
Socially Responsible Investing
Is there a way to incorporate my personal values into the way I invest without giving up performance?
Charitable Giving
Are my charitable donations having the impact I want them to have?
Growing Older
Given extended life expectancy, how do I make certain I can afford the health services I may need?
Alternative Investments Director
The Alternative Investments Director designation was developed for Morgan Stanley Advisors who meet the minimum criteria requirements and have significantly incorporated Alternative Investments into their practice. Patrick Roth holds this designation.
Certified Financial Planner®
CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. Justin McCandless holds this designation.
Morgan Stanley Family Wealth Director
Designated Family Wealth Directors must demonstrate professional knowledge and experience in a range of areas including estate planning, alternative investments, control and restricted
securities, lending, hedging and monetization, and business succession planning. Patrick Roth holds this designation.
Morgan Stanley President's Club
Jeff Angold was named to the firm's prestigious President's Club in 2023. This appointment recognizes excellence in providing a wide range of investment products and services to clients.
Morgan Stanley Master's Club
Patrick Roth was named to the firm's Master's Club from 2020-2024. This appointment recognizes excellence in providing a wide range of investment products and services to clients.
Jeff Angold was named to the Club from 2021-2022 and in 2024.
Morgan Stanley Pacesetter's Club
Justin McCandless was named to the firm's Pacesetter's Club from 2021-2024. Jeff Lozier was named in 2024. The Firm's Pacesetter's Club is a global recognition for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first-class client service.
Outlooks & Updates
Our goal is to simplify the complex financial decisions that are made to maximize wealth for each of our clients. Check up here to stay informed on the latest market trends, outlooks, and breakdowns.
Tax-Managed Strategies: Keeping More of What You Earn
Our team believes that one of our most critical value-adds for our clients is our emphasis on tax-efficient investing. The article linked below discusses in-depth what strategies we as Morgan Stanley Financial Advisors are capable of with respect to tax management.
Learn More
Legacy and Estate Planning Strategies
Many of our clients ask us: How will our investments affect our estate plan and vice versa? Our goal is to incorporate all aspects of their estate, tax and investments goals into a holistic, all encompassing strategy. Please see the deck attached to learn more about how we help our clients with their tax, trust and estate planning decisions.
Learn More Here
Recent Research on Artificial Intelligence
Technology seems to be getting smarter by the minute, and artificial intelligence is on the verge of becoming a more common presence in our everyday lives. Morgan Stanley strategists say AI could become a $3 trillion industry in the next several years. The article below discusses what type of companies are likely to benefit.
Click here to learn more
Morgan Stanley Ideas
These podcasts, featured articles, and primers provide revealing stories about the world of business, finance, technology and beyond. Click the link below to get a taste of what top thought leaders across Morgan Stanley are thinking about.
Click Here
Cybersecurity Resource Center
Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Below is a collection of practical takeaways and best practices from our cybersecurity professionals, then explores a few of the ways we help protect you.
Visit the Website Here
2025 Global Economic Outlook
We linked an article below that discusses the macro landscape for 2025, highlighting global growth projections, trade relations, and other important considerations.
Read More Here
Tax-Smart Ways to Sell Securities
Realizing profits seems like the best part of investing, but taxes can add up. Morgan Stanley's new analytics tool can help investors tap their portfolios in tax-savvy ways.
Article Here
Preparing for the Transaction of a Lifetime
Selling a business should be the reward for years of entrepreneurial savvy and hard work. Below is some dialogue on how to make the process go smoothly.
Read More HereLocation
4520 Main St. 8th
Fl
Kansas City, MO 64111
US
Direct:
(816) 932-7805(816) 932-7805
Meet The Angold Roth Wealth Management Group
Phone:
(816) 932-7860(816) 932-7860
Associate Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Lending Specialist
Phone:
(816) 932-7805(816) 932-7805
Phone:
(816) 932-7830(816) 932-7830
Kelley Smith
Wealth Management Associate
Rachel Voss
Portfolio Associate
About Jeffrey Angold
Jeff Angold is a Executive Director, Financial Advisor, and Corporate Retirement Director on The Angold Roth Wealth Management Group at Morgan Stanley. With over 15 years of industry experience, Jeff helps individuals, families, and institutions navigate the complexities of high net worth as they pursue their long-term financial goals.
A graduate of the University of Missouri-Kansas City with a degree in Economics, Jeff began his career in wealth management in 2008 as a financial advisor with the regional registered investment advisory Renaissance Financial. In 2012, he joined Morgan Stanley looking to enhance his offering for clients by equipping them with the firm’s global resources, technology, and research. Jeff has received numerous industry recognitions over the years, including being named a Forbes’ Top Next Gen Wealth Advisor in 2021 and 2022.
With the team, Jeff helps clients protect and grow their wealth with a comprehensive wealth management approach. Having worked in the industry for well over a decade, he’s helped clients navigate many different markets, overcome many different obstacles, and ultimately, achieve many different objectives. From retirement income planning and estate planning strategies, to special lending and insurance needs –– he backs his own experience with the vast resources of Morgan Stanley to help his clients realize the future they envision. While his strategies aim for long-term success, Jeff also strives to be a day-to-day resource: a guide that his clients and their families can turn to whenever they need trusted insight.
Outside the office, Jeff lives in Kansas City with his wife Molly and their three children. Deeply committed to giving back, he is very active in charities throughout the Kansas City area, serving on the board of the Fore the Kids foundation as well as on the Investment Committee of Rockhurst High School. In his free time, he enjoys hunting, golf, and spending time with family.
"2021-2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (2021-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
"
A graduate of the University of Missouri-Kansas City with a degree in Economics, Jeff began his career in wealth management in 2008 as a financial advisor with the regional registered investment advisory Renaissance Financial. In 2012, he joined Morgan Stanley looking to enhance his offering for clients by equipping them with the firm’s global resources, technology, and research. Jeff has received numerous industry recognitions over the years, including being named a Forbes’ Top Next Gen Wealth Advisor in 2021 and 2022.
With the team, Jeff helps clients protect and grow their wealth with a comprehensive wealth management approach. Having worked in the industry for well over a decade, he’s helped clients navigate many different markets, overcome many different obstacles, and ultimately, achieve many different objectives. From retirement income planning and estate planning strategies, to special lending and insurance needs –– he backs his own experience with the vast resources of Morgan Stanley to help his clients realize the future they envision. While his strategies aim for long-term success, Jeff also strives to be a day-to-day resource: a guide that his clients and their families can turn to whenever they need trusted insight.
Outside the office, Jeff lives in Kansas City with his wife Molly and their three children. Deeply committed to giving back, he is very active in charities throughout the Kansas City area, serving on the board of the Fore the Kids foundation as well as on the Investment Committee of Rockhurst High School. In his free time, he enjoys hunting, golf, and spending time with family.
"2021-2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (2021-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
"
Securities Agent: NC, MD, GA, MI, CT, AZ, PA, OH, MA, CO, VA, IA, CA, WA, NY, NJ, TX, MN, HI, TN, MO, KY, FL, AR, WI, KS, SC, OR, MT, IL, NV, IN, UT, OK, NM, NH, NE; General Securities Representative; Investment Advisor Representative
About Patrick Roth
Patrick Roth is an Executive Director, Financial Advisor, and Family Wealth Director on the Angold Roth Wealth Management Group at Morgan Stanley. For over a decade, Patrick has helped high net worth clients reach their long-term goals with an intensely personalized approach backed by world-class resources.
After receiving his bachelor’s degree from the University of Kansas, Patrick went on to earn a Master’s in Accounting from the University in 2010. He first entered the financial industry that same year as a Certified Public Accountant and Senior Auditor for KPMG International, one of the “Big Four” accounting organizations. After three years there, he decided he wanted to work with clients on a more intimate and comprehensive level. In 2013, he transitioned to wealth management as a financial advisor with Morgan Stanley, where he has remained ever since. Forbes’ named him a Top Next Gen Wealth Advisor in 2021, 2022 and 2024. In 2022, they ranked him #1 in Missouri and #83 in the country.
Patrick focuses on helping clients identify and solve the complex needs of high net worth and multigenerational wealth. Over the years, he has helped clients overcome volatility and diversify their portfolio with alternative investments; preserve their assets with tax-efficient strategies; and meet their complicated legacy goals and lending needs. That’s why he chose to partner with Morgan Stanley. It’s one of the most well-respected financial institutions in the world, and its vast resources –– from technology to intellectual capital –– allow him to be a truly comprehensive resource for clients. At the end of the day, however, Patrick translates this immense institution into a bespoke offering to help his clients achieve their specific objectives.
Outside the office, Patrick lives in Mission Hills, KS with his wife Lauren and their son and daughter. A former D1 golfer at the University of Kansas, he still enjoys hitting the links. He also enjoys travelling to catch a live concert, collecting wine, and attending his children’s school and extracurricular events.
"2021-2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (2021-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. "2024 Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
After receiving his bachelor’s degree from the University of Kansas, Patrick went on to earn a Master’s in Accounting from the University in 2010. He first entered the financial industry that same year as a Certified Public Accountant and Senior Auditor for KPMG International, one of the “Big Four” accounting organizations. After three years there, he decided he wanted to work with clients on a more intimate and comprehensive level. In 2013, he transitioned to wealth management as a financial advisor with Morgan Stanley, where he has remained ever since. Forbes’ named him a Top Next Gen Wealth Advisor in 2021, 2022 and 2024. In 2022, they ranked him #1 in Missouri and #83 in the country.
Patrick focuses on helping clients identify and solve the complex needs of high net worth and multigenerational wealth. Over the years, he has helped clients overcome volatility and diversify their portfolio with alternative investments; preserve their assets with tax-efficient strategies; and meet their complicated legacy goals and lending needs. That’s why he chose to partner with Morgan Stanley. It’s one of the most well-respected financial institutions in the world, and its vast resources –– from technology to intellectual capital –– allow him to be a truly comprehensive resource for clients. At the end of the day, however, Patrick translates this immense institution into a bespoke offering to help his clients achieve their specific objectives.
Outside the office, Patrick lives in Mission Hills, KS with his wife Lauren and their son and daughter. A former D1 golfer at the University of Kansas, he still enjoys hitting the links. He also enjoys travelling to catch a live concert, collecting wine, and attending his children’s school and extracurricular events.
"2021-2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (2021-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. "2024 Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Securities Agent: VA, UT, SC, AZ, OR, NM, CT, WA, NV, MO, IA, NE, MI, CO, WI, TX, SD, MA, NY, NC, CA, NH, KS, FL, AR, OK, MN, MD, HI, GA, NJ, IN, IL, OH, PA, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1451627
NMLS#: 1451627
About Justin McCandless
Justin McCandless is a Financial Advisor and Certified Financial Planner® at Morgan Stanley. For successful individuals, families, corporations and family offices –– Justin brings deep knowledge, resources, and dedication to their long-term financial objectives.
While earning a Bachelor of Science degree in Finance from Baker University, Justin began his career in finance with Mid-America Bank. Upon graduation in 2015, he immediately entered the wealth management industry with Morgan Stanley and has remained with the firm ever since. Committed to education, he undertook the rigorous coursework required to become a Certified Financial Planner® in 2018 –– an elite industry designation that equips him with the knowledge and skillset to help his clients across a wide array of needs and goals.
Justin places a special emphasis on financial planning and asset allocation. Especially when it comes to high net worth, he believes that long-term financial success requires a customized, detailed, and coordinated approach. That means using clients’ set of specific challenges, objectives, and needs as the foundation of their financial plans. It also means collaborating with clients’ professional network to ensure every piece of their financial puzzle fits together seamlessly. However, Justin’s role goes far beyond the planning piece and investment management. Along with being a CERTIFIED FINANCIAL PLANNER®, he also holds an internal designation of Lending Specialist which allows him to assist the team's clients with their cash management and lending needs. He works tirelessly help his clients in any way he can.
Outside the office, Justin lives in Olathe, KS with his wife Taylor, their young son and golden bernedoodle puppy. In his free time, he enjoys spending time outdoors with family and friends, golfing, traveling and experiencing new cultures. A former college football player, he now enjoys rooting on the Kansas Jayhawks, the Chiefs, and the Royals. An admirer of Vince Lombardi, he defines his own perseverance in the coach’s words, “Winners never quit, and quitters never win.”
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
While earning a Bachelor of Science degree in Finance from Baker University, Justin began his career in finance with Mid-America Bank. Upon graduation in 2015, he immediately entered the wealth management industry with Morgan Stanley and has remained with the firm ever since. Committed to education, he undertook the rigorous coursework required to become a Certified Financial Planner® in 2018 –– an elite industry designation that equips him with the knowledge and skillset to help his clients across a wide array of needs and goals.
Justin places a special emphasis on financial planning and asset allocation. Especially when it comes to high net worth, he believes that long-term financial success requires a customized, detailed, and coordinated approach. That means using clients’ set of specific challenges, objectives, and needs as the foundation of their financial plans. It also means collaborating with clients’ professional network to ensure every piece of their financial puzzle fits together seamlessly. However, Justin’s role goes far beyond the planning piece and investment management. Along with being a CERTIFIED FINANCIAL PLANNER®, he also holds an internal designation of Lending Specialist which allows him to assist the team's clients with their cash management and lending needs. He works tirelessly help his clients in any way he can.
Outside the office, Justin lives in Olathe, KS with his wife Taylor, their young son and golden bernedoodle puppy. In his free time, he enjoys spending time outdoors with family and friends, golfing, traveling and experiencing new cultures. A former college football player, he now enjoys rooting on the Kansas Jayhawks, the Chiefs, and the Royals. An admirer of Vince Lombardi, he defines his own perseverance in the coach’s words, “Winners never quit, and quitters never win.”
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Securities Agent: MD, GA, UT, KS, IA, AR, WI, WA, NE, NC, IL, NH, MO, HI, AZ, NY, NM, NJ, KY, PA, OK, MI, TX, IN, FL, CA, OH, CO, OR, CT, VA, SC, NV, MN, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1836592
NMLS#: 1836592
About Jeff Lozier
Jeff Lozier is a Financial Advisor with The Angold Roth Wealth Management Group at Morgan Stanley. With two decades of financial experience, Jeff designs customized financial strategies to help his clients overcome their complex obstacles and step into their future with confidence.
A University of Kansas graduate with a degree in Business Administration, Jeff began his career with the asset management firms Lord, Abbett & Co., Federated Hermes, MFS Investment Management, and Build Asset Management. During his tenure in asset management, he worked closely with countless financial advisors, providing them with investment guidance and insight across domestic and global markets. As a financial advisor with Morgan Stanley, he now brings that unique knowledge directly to clients, helping them protect and grow their wealth for decades and even generations to come.
Jeff’s approach merges his deep experience in asset management with a special focus on financial planning. For pre-retirees, retirees, and business owners, he helps craft tax-efficient, goal-oriented, and process-driven strategies for long-term success. With business owners in particular, he offers guidance with a keen awareness of the challenges they face, having worked for two years with an investment management start-up. For every client, he strives to be an accessible everyday resource. Whether that means walking them through the complexities of a specific type of investment, answering their questions about the state of the stock market, or helping them make a decision about a large purchase.
Outside the office, Jeff lives in Mission Hills, KS with his family. His wife Liz also works in the financial industry, and together they have a daughter and son. A proud father, he spends much of his free time staying active with his kids, from coaching their soccer team to advising on their front yard lemonade stand business. He also enjoys exploring new countries with his wife, golfing, and fishing. In his free time, he volunteers with the Child Protection Center.
A University of Kansas graduate with a degree in Business Administration, Jeff began his career with the asset management firms Lord, Abbett & Co., Federated Hermes, MFS Investment Management, and Build Asset Management. During his tenure in asset management, he worked closely with countless financial advisors, providing them with investment guidance and insight across domestic and global markets. As a financial advisor with Morgan Stanley, he now brings that unique knowledge directly to clients, helping them protect and grow their wealth for decades and even generations to come.
Jeff’s approach merges his deep experience in asset management with a special focus on financial planning. For pre-retirees, retirees, and business owners, he helps craft tax-efficient, goal-oriented, and process-driven strategies for long-term success. With business owners in particular, he offers guidance with a keen awareness of the challenges they face, having worked for two years with an investment management start-up. For every client, he strives to be an accessible everyday resource. Whether that means walking them through the complexities of a specific type of investment, answering their questions about the state of the stock market, or helping them make a decision about a large purchase.
Outside the office, Jeff lives in Mission Hills, KS with his family. His wife Liz also works in the financial industry, and together they have a daughter and son. A proud father, he spends much of his free time staying active with his kids, from coaching their soccer team to advising on their front yard lemonade stand business. He also enjoys exploring new countries with his wife, golfing, and fishing. In his free time, he volunteers with the Child Protection Center.
Securities Agent: WI, NV, GA, CT, CA, AR, OH, NH, HI, CO, TX, LA, MI, UT, OK, MN, SC, MO, WA, PA, NJ, AZ, MA, IL, IA, NY, NC, KS, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2418710
NMLS#: 2418710
About Kelley Smith
Kelley Smith is a Wealth Management Associate with The Angold Roth Wealth Management Group at Morgan Stanley. For over two decades, Kelley has helped clients simplify their day-to-day financial lives with proactive communication and careful attention to detail.
At the University of Denver, Kelley earned a bachelor’s degree in Finance with a minor in Accounting. She has been with Morgan Stanley for her entire career in wealth management.
Kelley is the first point of contact for clients’ questions and needs. Having worked in the industry for many years, she offers a deep well of knowledge about the resources of the team and the firm more broadly; and she uses that knowledge to help clients find the appropriate insight and guidance they need in a timely manner. She views the team’s clients as lifelong partnerships, and she treats every client like family. Day in and day out, she goes above and beyond to help them find answers to their most pressing questions, and simplify their financial life in any way she can.
Outside the office, Kelley lives in Prairie Village, KS with her husband Cole and their son and daughter. Family time is her favorite kind of free time, and she enjoys getting outdoors whether for a round of tennis or watching a local sports team.
At the University of Denver, Kelley earned a bachelor’s degree in Finance with a minor in Accounting. She has been with Morgan Stanley for her entire career in wealth management.
Kelley is the first point of contact for clients’ questions and needs. Having worked in the industry for many years, she offers a deep well of knowledge about the resources of the team and the firm more broadly; and she uses that knowledge to help clients find the appropriate insight and guidance they need in a timely manner. She views the team’s clients as lifelong partnerships, and she treats every client like family. Day in and day out, she goes above and beyond to help them find answers to their most pressing questions, and simplify their financial life in any way she can.
Outside the office, Kelley lives in Prairie Village, KS with her husband Cole and their son and daughter. Family time is her favorite kind of free time, and she enjoys getting outdoors whether for a round of tennis or watching a local sports team.
About Rachel Voss
Rachel Voss is a Registered Associate with The Angold Roth Wealth Management Group at Morgan Stanley. With diligence, experience, and commitment, Rachel helps enhance and maintain an elite client experience for individuals and families.
After receiving her bachelor’s degree from the University of Nebraska at Kearney, she went on to earn a Master of Business Administration degree from the University in 2019. Concurrently, she began her career in marketing and human resources positions before coming on board with Morgan Stanley in 2015.
Rachel provides comprehensive support for clients as they plan for their financial futures. When they come to her with a question or obstacle, she does everything in her power to help them find an appropriate solution. Whether it’s assisting with a cash management need, or helping a client navigate the online platform –– Rachel helps every client receive the proactive care and attention they expect from an elite wealth management team.
Outside the office, Rachel lives in Kansas City, MO with her husband Braxton and their son. In her free time, she enjoys going for hikes with their dog Apollo, and spending time with her family, which also includes two cats.
After receiving her bachelor’s degree from the University of Nebraska at Kearney, she went on to earn a Master of Business Administration degree from the University in 2019. Concurrently, she began her career in marketing and human resources positions before coming on board with Morgan Stanley in 2015.
Rachel provides comprehensive support for clients as they plan for their financial futures. When they come to her with a question or obstacle, she does everything in her power to help them find an appropriate solution. Whether it’s assisting with a cash management need, or helping a client navigate the online platform –– Rachel helps every client receive the proactive care and attention they expect from an elite wealth management team.
Outside the office, Rachel lives in Kansas City, MO with her husband Braxton and their son. In her free time, she enjoys going for hikes with their dog Apollo, and spending time with her family, which also includes two cats.
Contact Jeffrey Angold
Contact Patrick Roth
Contact Justin McCandless
Contact Jeff Lozier
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Alan Sorokin
Planning Associate
About Alan Sorokin
Alan Sorokin is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Alan provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from the University at Buffalo and received the Financial Planning Specialist® designation from the College for Financial Planning. Alan is originally from Brooklyn, NY and currently resides in Brooklyn, NY.
He earned his undergraduate degree from the University at Buffalo and received the Financial Planning Specialist® designation from the College for Financial Planning. Alan is originally from Brooklyn, NY and currently resides in Brooklyn, NY.
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
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
State of the Workplace Study 2023
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 Angold Roth Wealth Management Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan 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.
3Morgan 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.
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 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.
5When 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.
6Alternative 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.
7Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan 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
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan 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.
3Morgan 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.
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 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.
5When 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.
6Alternative 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.
7Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan 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
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)
