The Bledsoe Group at Morgan Stanley

I started in the financial services industry in 1992 and measure my success in terms of how well my clients are doing in reaching their goals. It’s deeply satisfying to see how an investment plan that was hand-crafted when I first met a client, has translated into them retiring comfortably, building their business, and putting their children through college. The Bledsoe Group does more than create a financial roadmap, we celebrate each milestone you achieve along the way.

My primary role is forging relationships that endure. Clients turn to me to provide much more than traditional financial advice, retirement planning and long-range guidance. As a qualified Portfolio Manager, I’m able to create personalized strategies that serve as a roadmap for each of my client’s success stories. By providing oversight over portfolios, I’m in a position to help shape their future and help them enjoy more of what life has to offer.

Family is my #1 priority. I have been married to my wonderful wife, Pamela, since 1982. We enjoy spending time with our 3 children and 5 grandchildren at our home and also love taking family vacations together. I believe that faith and family values can make this world a better place. That’s why I am so active in my community. I have been the Chair of the YMCA Board, on the Methodist University Board of Visitors and involved in several charities, including Feed My Starving Children, Operation Inasmuch and the Agape Crisis Pregnancy Center.

In addition to founding The Bledsoe Group. I hold a Chartered Retirement Plans Specialist℠ designation (CRPS^®), as well as the Certified Plan Fiduciary Advisor designation (QPFC^®). In my spare time, I enjoy traveling and learning as much as possible about history.


Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences. 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. The strategies and/or investments discussed in this material may not be appropriate for all investors. Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4802157 06/2022

Helping clients like you become more financially secure is not just a job, it’s my passion. That starts by listening closely to the goals you’ve set for yourself, your family or business. I am proud that the Bledsoe Group never resorts to stereotypical formulas or cookie-cutter solutions. We create an investment strategy for each client based on their actual needs, challenges, and desires.

My primary role is a mix of managing investments, security analysis and making smart investment decisions that are designed to help you succeed. I began my career as a Financial Solutions Consultant before joining The Bledsoe Group in 2015, where I serve as a Financial Advisor and Portfolio Manager. I hold many designations, including Chartered Retirement Planning Counselor℠ (CRPC^®) and Certified Investment Management Analyst^® (CIMA^®).

I graduated with a Bachelor of Arts in Economics from the Cameron School of Business at the University of North Carolina Wilmington. My wife Becca and our son Owen are happy to call Durham our home. I enjoy gardening and cooking up a good meal for my family; however, I make time to go fishing whenever the opportunity arises. As a family, we are passionate about giving back to our community and are involved with Independent Animal Rescue, Feed My Starving Children, and the Durham Rescue Mission.


Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences. 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. The strategies and/or investments discussed in this material may not be appropriate for all investors. Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4802157 06/2022

As a Portfolio Associate with the Bledsoe Group, my role is to deliver the highest level of service possible. I understand that when our clients reach out to us, they deserve to have their questions addressed quickly and clearly. It’s a responsibility I take quite seriously, but my friendly personality makes connecting with our clients a real joy.

In addition to assisting with our clients’ day-to-day needs, I’m driven to deepen my understanding of investment management and retirement planning strategies. I hold my Series 7, 66 and 63 licenses, and I’m registered to serve investors in various states around the country.

I started my career as a Client Service Associate with UBS Financial Services more than 18 years ago. In 2015, I joined Morgan Stanley and landed in the Chapel Hill office in 2021. Being part of The Bledsoe Group is a privilege because I get to work with the right people and the best clients.

I grew up in Alexandria, VA and moved to Louisville, KY to raise my two daughters, Sarah (a music teacher) and Chelsea (a physician). I now call Raleigh my home and relocated here to be closer to family. Outside of the office I enjoy spending time with friends and family, taking care of my kitties, hiking, gaming, and travelling.

My primary role on the Bledsoe Team is working alongside clients to help identify their financial needs. That way you’ll have a clear direction on how your investments will meet your needs throughout your lifetime. It’s a process that’s designed to inspire you and give peace of mind as you move forward toward retirement.

I am client-centric and enjoy getting to know you and learning more about your challenges and aspirations for your families. I’m committed to providing superior customer support, cheerfully addressing a wide range of administrative requests, and offering knowledgeable support best suited to your situation.

I’m originally from Minnesota but have loved calling North Carolina home since 2003. I graduated from Methodist University in Fayetteville with a degree in Business in 2013. Before working at Morgan Stanley, I gained valuable experience at Methodist University, a local liberal arts university, in an administrative role in the Advancement Office and PGA Golf Management Program. Outside of the office, you'll typically find me spending time with my husband, Jason and our dog Moses. I enjoy the great outdoors and serving in my community alongside my church family and friends.