Team Story

The Camelback Wealth Management Group at Morgan Stanley is a team of experienced financial professionals who combine their individual talents to help ultra-high net worth families and individuals address the complex multi generational challenges of managing significant wealth all over the United States.  They deliver the personnel and resources needed to function as an outsourced family office.  This may include institutional-caliber investment strategies, risk mitigation, liability reorganization, trust and estate planning strategies, and family dynamics management.  Combining their own experience with Morgan Stanley’s deep global resources and open platform, The Camelback Wealth Management Group is positioned to help you create and implement truly comprehensive wealth management plans based on your precise objectives.

They look forward to discussing your family’s challenges and aspirations, and presenting meaningful solutions to managing the issues that significant wealth can create.

The Camelback Wealth Management Group named to Forbes Best-In-State Wealth Management Teams in Arizona for
2023, 2024, & 2025*

* 2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com
(Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Learn More About The Team Here
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Planning for your family's needs

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    Family Office Resources
    How can you integrate philanthropy and family values into your wealth plan? Family Office Resources at Morgan Stanley discusses the approach to articulating and memorializing your family philosophy in your overall plan. Watch for more insights on the importance of addressing the emotional side of planning with your family.
    Watch Here
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    Tax-Efficient Charitable Giving Strategies
    Many of us prefer to combine our support for the causes and people we care about with a desire to save on taxes. Fortunately, there are strategies that may help us accomplish both. Whether you want to donate to charity or invest in a loved-one's future, consider these tax-smart ways to help make your giving go further.
    Tax-Savvy Ways to Give
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    The One Conversation You Should Be Having
    As hard as it is to swallow, old age can rob one of hard-won independence. And, at some point, we'll all be faced with the reality that we're unable or unfit to make important calls about finances and medical care. Take these steps to ensure that you have trusted decision-makers in place should you—or your parents—become incapacitated.
    Follow These Steps
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    Investment Policy Statement
    For institutions, ultra-high-net-worth individuals, and family offices, developing an investment policy statement that reflects their goals and objectives is increasingly important for long-term investing success.
    Why Is This Important?
Managing family wealth is like running a company—you need a strategy to help manage assets and mitigate risks. Bridging the gap between private wealth and investment management services, we work with owners and founders striving to accelerate growth and develop robust succession plans. We help manage the entire process by leveraging some of the top research and investment management resources in the industry.
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    Planning for the Unplanned
    Events such as death, disability, or retirement of a business owner don't have to mean the end of a successful business. Succession planning can provide for an orderly transition of ownership and business management during lifetime or at death. There are various options for structuring and funding buy-sell agreements, key employee needs, and other executive benefits programs.
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    Transaction of a Lifetime
    Creating and growing a successful business is seldom just about money, nor is the decision to exit the business. Whether that exit is through an IPO, merger with another company, private sale, or succession within the family, the process is intense, the details are complex, and the decisions are often an unexpected combination of personal and financial needs. Morgan Stanley has been helping business owners like you bring clarity and confidence to what is typically a once-in-a-lifetime event.
    Building a Family Enterprise That Lasts
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    Understanding Your Equity Awards
    How performance shares work:
    • The difference between incentive and non-qualified stock options, as well as restricted stock awards and units.
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    Concentrated Stock and Options Analysis
    Designed for executives who have significant wealth in stock and options of their company, the Concentrated Stock and Options Analysis illustrates various valuations of holdings as well as hypothetical diversification scenarios.
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    10b5-1 Plans
    As a corporate executive, you may be aware of material non-public information at any time and can also face company-imposed quarterly or specific blackout periods restricting market access to trading your company stock. A 10b5-1 plan is designated to address these issues. By utilizing a 10b5-1 plan, you can gain an affirmative defense against claims of insider trading. Your plan can include tailored trading schedule that coordinates with your personal need for liquidity and your own timing requirements.

Morgan Stanley Digital Tools, Insights & Resources

Morgan Stanley provides clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
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    Thoughts on the Market Podcast
    With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
    Check Out the Latest Episode
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    Global Investment Committee Weekly Report
    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
    GIC Weekly Report
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    GIC Monthly Research 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 Report
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    2024 Federal Tax Tables
    This helpful resource outlines the 2024 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
    View 2024 Tax Tables
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    2025 Federal Tax Tables
    This helpful resource outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
    View 2025 Tax Tables
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    Morgan Stanley Digital Tools
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    Morgan Stanley Online
    Seamlessly and securely manage your investments and everyday finances in one place with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
    Log In or Sign Up today
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    Goals Based Planning
    Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your financial goals.
    Learn More
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    Total Wealth View
    Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
    Learn More
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    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

Awards & Recognitions

Thanks to the unwavering commitment to helping clients and families achieve their investment goals, members of The Camelback Wealth Management Group have been awarded the following industry awards and recognitions:
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    Forbes Best-In-State Wealth Management Teams 2023, 2024, 2025
    In 2023, 2024, & 2025 the team was named one of Forbes Best-In-State Wealth Management Teams. The Forbes ranking of America’s Top Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. This qualitative criteria focus on studying each team’s best practices—service models, investing process, team construct, skill sets, etc.

    2023-2025 Forbes Best-In-State Wealth Management Teams
    Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
    Read More About the Team's Ranking
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    Forbes Magazine's Best-In-State Wealth Advisors 2024
    In 2024, Daniel Marting and Kyle Backus were named one of Forbes Best-In-State Wealth Advisors. This ranking is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.

    Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
    Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
    Read More About Their Ranking
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    Forbes Best-in-State Next-Gen Wealth Advisors 2023, 2024
    In 2023, & 2024, Kyle Backus was named one of Forbes Best-in-State Next-Gen Wealth Advisors. This ranking, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. The factors that are weighed include revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices.

    2023, 2024 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 (Awarded 2023, 2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
    Read More About Kyle's Rankings
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    Barron's Top 1,200 Financial Advisors: State-By-State 2022 & 2023
    In 2022 & 2023, Daniel Marting was named one of Barron's Top 1,200 Financial Advisors: State-By-State. The advisors included are a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm, and quality of service provided to clients.

    2022-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2022-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
    Read More About Daniel's Ranking

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
    Learn more
    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

2398 E Camelback Rd
Suite 800
Phoenix, AZ 85016
US
Direct:
(602) 954-5742(602) 954-5742
Toll-Free:
(800) 528-6083(800) 528-6083

Meet The Camelback Wealth Management Group

Photo of Wendy Woudenberg

Wendy Woudenberg

Associate Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(602) 954-5730(602) 954-5730
Photo of Aaron Supita

Aaron Supita

First Vice President, Investment Consultant
Phone:
(602) 954-5780(602) 954-5780
Photo of Susie Dionne

Susie Dionne, CRPC®

Business Development Director
Phone:
(602) 954-5772(602) 954-5772
Photo of Brooke Ellerbe

Brooke Ellerbe

Assistant Vice President, Director of Business Strategy
Phone:
(602) 954-5768(602) 954-5768
Photo of Avi Frand

Avi Frand

Registered Service Associate
Phone:
(602) 954-5737(602) 954-5737
Photo of Lindsay Rodriguez

Lindsay Rodriguez

Registered Client Service Associate
Phone:
(602) 954-5783(602) 954-5783

About Daniel E Marting

Daniel Marting is a Managing Director, Financial Advisor, and founding partner of The Camelback Wealth Management Group at Morgan Stanley, a team of seven highly experienced professionals that provide wealth management services to affluent and ultra-high net worth families in the United States and abroad. In 2022, Dan was named one of Barron’s Top 1200 Financial Advisors.

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.

Barron's Top 1,200 Financial Advisors: State-by-State
​Source: Barron's.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.

CRC 6086134 11/23
Securities Agent: IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY, HI, GA, IN, FL, DE, DC, CT, CO, CA, AZ, AR, AL, IA, ID; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1034401
CA Insurance License #: 0D31223

About Kyle Backus

Kyle Backus is an Executive Director, Financial Advisor, Portfolio Management Director, and Alternative Investments Director 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, Kyle was elected to the FORBES® Best-in-State Wealth Advisors list, and in 2018, 2019, 2023, 2024, he was honored to be named to 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 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/23 - 3/31/24.

​Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/23 - 3/31/24.
Securities Agent: GA, WA, MI, MD, TN, PA, NE, LA, TX, MS, IA, MN, WV, WI, NC, UT, NV, OR, NY, SC, NH, AL, WY, VA, AZ, DC, DE, SD, HI, OH, AR, NM, NJ, MT, KS, MO, MA, IN, IL, KY, ID, FL, CT, CO, CA, ME; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255644
CA Insurance License #: 0I73856

About Wendy Woudenberg

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.
Securities Agent: AL, GA, WY, DE, MS, MD, HI, CO, CA, WA, TN, SC, NJ, MA, UT, NV, MN, FL, IA, NY, MO, MI, CT, WV, OH, IN, AZ, WI, ID, VA, NE, NC, MT, TX, OR, NM, KY, KS, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1937297
CA Insurance License #: 4238236

About Aaron Supita

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.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
NMLS#: 1033304
CA Insurance License #: 4247598

About Susie Dionne

Susie Dionne is the Business Development Director & one of four 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 .
CA Insurance License #: 4102290

About Brooke Ellerbe

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 Associate and Avi Frand Registered Service Associate, and Lindsay Rodriguez, 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.

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

About Avi Frand

Avi Frand is one of the service and operations team members on The Camelback Wealth Management Group at Morgan Stanley. He grew up in Baltimore, Maryland, where he attended Towson University and earned his B.S. in economics. After college, he volunteered for the Israeli Defense Forces and upon his return has continued to volunteer his time at various local organizations. Avi Joined Morgan Stanley in July of 2021 and has been in the financial services field since 2018. His goal is to provide transparent and straightforward financial assistance through the cultivation of strong relationships and deep understanding of his clients’ needs. All while upholding and enforcing a commitment to excellence. He moved to Arizona in 2021 with his wife, Shterna and welcomed their first child in 2024. Avi enjoys multiple activities, including sports, hiking, and playing with their dog, Rocky.

About Lindsay Rodriguez

Lindsay joined the Camelback Wealth Management Group at Morgan Stanley in 2024 as a registered client service associate. 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.
Wealth Management
From Our Team

Spring Newsletter 2025 Newsletter

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Wealth Management
Global Investment Office

Portfolio Insights

Read More about On the Markets
Read "On the Markets"
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Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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
Learn More about Investing
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Learn More about Family
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

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
Learn More about Retirement
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Learn More about Business Planning
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Learn More about Philanthropy
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.

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.
Learn More about Financial Wellness
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact The Camelback Wealth Management Group today.
Market Information Delayed 20 Minutes
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan 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.

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3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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4Morgan 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

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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 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.

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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.

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7Morgan 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.

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8Morgan 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.
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, charitable giving, philanthropic planning and other legal matters.

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9Alternative 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.

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10Morgan 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.

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11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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12Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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, charitable giving, philanthropic planning and other legal matters.

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13Morgan 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, charitable giving, philanthropic planning and other legal matters.

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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.

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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.

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Awards Disclosures
CRC 6491812 (04/2024)