The Camelback Wealth Management Group at Morgan Stanley

Daniel Marting is a Managing Director, Financial Advisor, and founding partner of The Camelback Wealth Management Group at Morgan Stanley, a team of eight highly experienced professionals that provide wealth management services to affluent and ultra-high net worth families in the United States and abroad. In 2024 and 2025, Dan was named one of Forbes Best-In-State Wealth Advisors for Arizona.

Dan is passionate about helping these clients preserve, deploy, and diversify that wealth effectively. Dan is a Certified Financial Planner and also holds the prestigious designation of Family Wealth Director at Morgan Stanley. As a Family Wealth Director, Dan has direct access to the advanced resources needed to help affluent families address the complex, multigenerational challenges of managing significant wealth. The extensive range of firm resources include wealth transfer, family dynamics, philanthropy, lending solutions, alternative investments, concentrated stock positions, business sales, and other important areas of concern. He is a Managing Director, a designation that puts him among the most elite Financial Advisors at the firm. Dan also is an Alternative Investments Director, a Morgan Stanley designation for Financial Advisors who have significantly incorporated alternative investments into their practice. He has experience in the investment areas of private equity, private credit, private real estate, and other strategies.

Dan was a member of 3 top 10 NCAA Men’s Tennis Teams while attending Arizona State University and completed his Bachelor’s Degree in Finance in 1991. After two years on the ATP tour as a professional tennis player, Dan entered the financial industry in 1993. Dan still plays some competitive USTA tennis for fun and resides with his wife Mary Beth in Phoenix, Arizona with their 3 children.

Source: Forbes.com (Awarded April 2024, 2025) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23, 6/30/23 - 6/30/24.

Kyle Backus is an Executive Director, Financial Advisor, Senior Portfolio Management Director, Alternative Investments Director, and Lending Specialist at Morgan Stanley who works with accomplished executives, sports and entertainment professionals, real estate owners, entrepreneurs, and their families to deal with the complex challenges that come with managing and preserving significant wealth. He takes pride in treating his clients as if they were his own family and enjoys helping them pursue their most important goals.

Kyle joined Morgan Stanley in 2011 after working in London as a risk management analyst for ETX Capital and in Scottsdale as an advisor with MassMutual Financial Group. In 2016, he was elected to be a member of the President’s Club, a designation given to only the most accomplished and elite wealth advisors at the firm. In 2018, 2019, 2023, 2024, and 2025, Kyle was elected to the Forbes Best-in-State Wealth Advisors list, in 2018, 2019, 2023, 2024, and 2025 he was honored to be named to the Forbes Best-in-State Next-Gen Wealth Advisors list, both for Arizona. Kyle holds a B.S.B.A. in Finance from Eller College of Management at the University of Arizona. He received his Personal Financial Planning Certification through the University of California, Los Angeles, and is an active CERTIFIED FINANCIAL PLANNER™. In his free time, Kyle enjoys attempting to make it around a golf course, traveling and spending time with his family.

Disclosures:
​Forbes Top 1,000 Next Gen Wealth Advisors
Source: Forbes.com (Awarded Jul 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/24 - 3/31/25.

​Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/24 - 3/31/25.

Wendy Woudenberg is a Financial Advisor, Associate Vice President with the Camelback Wealth Management Group at Morgan Stanley. She is focused on working with families, individuals, and businesses to build new relationships based on trust and integrity to help them make sound and prudent financial decisions throughout their lives.

Wendy joined Morgan Stanley in 2019 after spending the past eight years in the non-profit sector, real estate, and collegiate athletics. She is a native Phoenician and brings a lively work ethic and personality that exemplifies her devotion and trustworthiness to her clients and her team.

She earned her Bachelor of Arts in Communications from Wheaton College in Wheaton, Illinois, where she was a member of both the basketball and golf teams. She later received two Master’s Degrees from Arizona State University. When she is not at work, you will most likely find her at the gym, on the golf course, or spending time with her family.

Aaron Supita is an Investment Consultant and First Vice President with The Camelback Wealth Management Group at Morgan Stanley. He is focused on delivering Morgan Stanley’s full complement of solutions to affluent and ultra-high net worth families. He enjoys partnering with his team to help clients and their families with their financial goals and challenges.
 
Aaron joined the Camelback Wealth Management Group in July of 2022 after spending over eight years with Morgan Stanley Private Bank N.A. Prior to Morgan Stanley, Aaron spent the past seven years with JPMorgan. In Aaron’s role with Morgan Stanley Private Bank, he partnered with financial advisors and their clients by assisting them with cash management and lending solutions. He earned his Bachelor of Arts in both Political Science and Legal Studies from the University of Wisconsin-Madison. Aaron now resides in Central Phoenix with his wife and daughter. When he is not at work, Aaron enjoys spending time with his family and friends, running, hiking, biking, and traveling.

Susie Dionne is the Business Development Director & one of five Registered Associates for The Camelback Wealth Management Group at Morgan Stanley in Phoenix, Arizona. With over a decade of dedicated service to the team, Susie is known for her unwavering commitment to excellence in client relationship management. She is deeply invested in providing exceptional service to the team’s distinguished clientele, working collaboratively with the team members to implement a comprehensive client service model that enhances relationships and optimizes client operations.

Originally from New South Wales, Australia, Susie brings over 17 years of global financial industry experience to the group. Her international background enriches her work with clients, adding valuable insight to the team.

Susie earned her MBA in 2011 and holds a CRPC designation, along with her series 7, 66 and insurance licenses. In her free time, Susie inspires other through her positivity consulting, enjoys traveling the globe, playing golf, tennis, reading and CrossFit. She is happily married with two wonderful daughters and loves spending quality time with her family .

Brooke Ellerbe joined the Camelback Wealth Management group at Morgan Stanley in 2019. Brooke currently holds the title of Assistant Vice President, Director of Business Strategy for the team. Brooke has worked in the financial services industry for 12 years and brings a wealth of service and operational experience to the team.

Brooke works hand and hand with Susie Dionne, Business Development Director, Lindsay Rodriguez, Consulting Group Analyst, and Alexa Nicholson, Registered Client Service Associate, to implement the team’s client service model by streamlining client onboarding, operations, and account maintenance. Brooke strives to uphold the team’s mission to provide quality wealth management service to affluent and ultra-high net worth families.

As a fully registered associate Brooke holds her series 6, 7, 63, 66 licenses. Brooke is a Michigan native who moved to Arizona in 2006. Brooke graduated in 2009 from The University of Arizona, Eller College of Management, with her BS in Finance. Brooke now resides in the East Valley with her husband Quinn and their daughter Skylar.

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Lindsay joined the Camelback Wealth Management Group at Morgan Stanley in 2024 as a registered client service associate. In 2025, she transitioned into the role of Consulting Group Analyst. She was born and raised in Glendale, Arizona where she attended Grand Canyon University and earned her B.S in business management. Upon graduating, she took a role in advisor services at Charles Schwab before joining Morgan Stanley in March of 2023 as a client service associate. She currently holds her FINRA Series 7 & 66 licenses.

Lindsay now resides in Phoenix, AZ. In her free time, she enjoys spending time with her family and friends, watching sports, and traveling. She also enjoys getting outside with her dog, Bentley.

Alexa is new to the Camelback Wealth Management Group at Morgan Stanley as of 2025. She received a bachelor’s degree in biology and a minor in Business Administration from Loyola University Chicago in 2021. She has obtained her SIE, Series 7 & 66, Life & Health, and her CRPC designation. Before relocating to Phoenix, she was working as a Client Service Associate in Chicago where she became well-versed in the facets of wealth management. She was an active volunteer in Chicago at Nourishing Hope and is looking forward to finding something similar in Phoenix.

Alexa is originally from a suburb of Detroit, Michigan but had been living in Chicago, Illinois for the past seven years. She is excited to be starting her journey in Phoenix, Arizona and is looking forward to no longer digging out her parka in the winters. Outside of work, she likes hiking, running, going to the movies, and spending time with her family and friends. Looking ahead, she is excited to go hiking around Arizona and to visit the Grand Canyon!

Shannon joined the Camelback Wealth Management Group in 2026 as a registered client service associate. She brings several years of experience in the securities industry with a focus on client relationships. She currently holds her series 7 and 66 licenses.

Shannon was born and raised in St. Louis where her family still resides. She attended Carthage College on an athletic scholarship for women’s lacrosse. Shannon has been in Arizona since 2019. In her free time she enjoys reading and taking her dog on hikes.