Timothy Andrew Carr
Executive Director, Wealth Management, Wealth Advisor, Senior Portfolio Manager
Phone:
(262) 241-1929(262) 241-1929
THE CARR BUTLER GROUP at Morgan Stanley
Direct:
(262) 241-1930(262) 241-1930
Toll-Free:
(888) 791-8360(888) 791-8360
Our Mission Statement
We harness Morgan Stanley's global resources and intellectual capital to help create a financial strategy that works for you.
About Us
With 73 combined years of experience, The Carr Butler Group at Morgan Stanley can help provide confidence in knowing whatever obstacles the unpredictable market throws at us, you have a roadmap to guide you. As technology becomes more of a role with wealth management, we’ve made a conscious effort to use Morgan Stanley’s tools to assure you’re getting the most out of our financial plans. But even as the landscape changes in our business, Tim and Richard uphold timeless values of honesty, trust, and compassion that transcend through decades of innovation and are a testament to their longevity in wealth management.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
Our team recognizes the importance of knowing the unique story and values of each client that walks through our doors. We want to understand what gets you up in the morning, keeps you up at night, and the legacy you want to leave behind. To put it simply, our goal is to make your money work for you, so that you can reach your goals.
1. Getting to Know You
Before sculpting a plan for your needs, we must understand what is important to you. Consequently, the first step of our process is a comprehensive conversation with you to learn your financial situation and preferences.
2. Crafting a Plan
We combine our personalized service with Morgan Stanley's world-class tools to develop a plan specific to you and your needs.
3. Application
Next, we show you the strategies devised to help you meet your goals. Finally, we can open accounts for you at Morgan Stanley and put out investment tactics into place. This is not the end however, as we know life rarely goes as expected and are always ready to help you adjust your plan as needed.
Community Involvement
City of Mequon Economic Development Group
Since 2010, Tim has been a member of the Mequon Rotary and has also served as Chairman of the City of Mequon’s Economic Development Group. The goal of the Group is to stimulate economic development in the city of Mequon by meeting monthly to recommend action on long and short range elements, recommend an annual work program, and recommend an annual budget for the city’s activities programs.
Morgan Stanley Provides a wide variety of digital tools and resources to help clients keep track of their financial profile. Click on each link below to learn more about each specific tool.
Morgan Stanley Online
With Morgan Stanley online you can easily view your account information, move funds, make deposits on the go, and much more.
Click here to learn more about Morgan Stanley Online
Total Wealth View
By adding your external account information, we can provide a comprehensive financial plan to fit your unique and consistently changing needs.
Click here to learn more about Total Wealth View
MS Reserved
Reserved Living and Giving is a complimentary loyalty program that rewards clients with discounts on travel, food, drink, clothing, and more.
Click here to learn more about MS Reserved Living and Giving
Total Tax 365
Tax rates change year to year, consequently active tax management can help you build wealth more efficiently.
Click here to learn more about Total Tax 365Location
11501 North Port Washington
Mequon, WI 53092
US
Direct:
(262) 241-1930(262) 241-1930
Toll-Free:
(888) 791-8360(888) 791-8360
Meet THE CARR BUTLER GROUP
Richard Butler
First Vice President, Financial Advisor, Portfolio Management Director
Phone:
(262) 241-1937(262) 241-1937
Alicia Pfiffner
Registered Client Service Associate
Phone:
(262) 241-1930(262) 241-1930
About Timothy Andrew Carr
Timothy A Carr
Executive Director
Wealth Management
As an investment consultant in the financial services industry since 1966, Tim has built his career on three principles: putting client interests first, providing exceptional personal service and taking an integrated approach to wealth management. His focus is on developing asset allocation frameworks as part of long term capital appreciation strategy for high net worth individuals and family groups.
Tim is a graduate of Marquette University. He also is a graduate of the Morgan Stanley Institute's Senior Account Executive Program along with the Branch Manager Program.
Tim served as the Chairman of the Wisconsin Association of Security Dealers and was a member of the National Association of Security Dealers District 8 - Business Conduct Committee. Tim is also currently Chairman of the City of Mequon Wisconsin Economic Development Committee. In recent years Tim has served on several other boards including COPE Services and the City of Cedarburg Foundation. In his free time Tim enjoys golfing and fishing.
Areas of focus: Portfolio Management, Asset Allocation, Wealth Management, Retirement Planning
Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
Executive Director
Wealth Management
As an investment consultant in the financial services industry since 1966, Tim has built his career on three principles: putting client interests first, providing exceptional personal service and taking an integrated approach to wealth management. His focus is on developing asset allocation frameworks as part of long term capital appreciation strategy for high net worth individuals and family groups.
Tim is a graduate of Marquette University. He also is a graduate of the Morgan Stanley Institute's Senior Account Executive Program along with the Branch Manager Program.
Tim served as the Chairman of the Wisconsin Association of Security Dealers and was a member of the National Association of Security Dealers District 8 - Business Conduct Committee. Tim is also currently Chairman of the City of Mequon Wisconsin Economic Development Committee. In recent years Tim has served on several other boards including COPE Services and the City of Cedarburg Foundation. In his free time Tim enjoys golfing and fishing.
Areas of focus: Portfolio Management, Asset Allocation, Wealth Management, Retirement Planning
Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
Securities Agent: OH, OK, OR, TN, TX, VA, WA, WI, WY, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MT, NC, NJ, NY; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1295694
NMLS#: 1295694
About Richard Butler
Richard A. Butler
Portfolio Manager Director
First Vice President
Financial Advisor
A Financial Advisor since 1999, Richard Butler works closely with individuals, families, and businesses to create comprehensive wealth management strategies that are personalized to their specific needs, goals and challenges. Richard focuses on financial planning, portfolio management, asset allocation, estate preservation strategies.
Richard's earlier career spanned 20 years on Wall Street as a currency exchange trader and broker with Debeausse & Company.
Richard holds a bachelors of science degree from University of Colorado at Boulder-Leeds School of Business. Active in the community, Richard dedicates time as the Treasurer of the Columbia Saint Mary's Foundation. He has also been a board member of the Essex Fells Country Club , a councilman for the borough of Essex Fells, and a volunteer fireman.
In his free time, Richard enjoys golf, fishing, skiing and travel with his wife Amy and their four children.
Portfolio Manager Director
First Vice President
Financial Advisor
A Financial Advisor since 1999, Richard Butler works closely with individuals, families, and businesses to create comprehensive wealth management strategies that are personalized to their specific needs, goals and challenges. Richard focuses on financial planning, portfolio management, asset allocation, estate preservation strategies.
Richard's earlier career spanned 20 years on Wall Street as a currency exchange trader and broker with Debeausse & Company.
Richard holds a bachelors of science degree from University of Colorado at Boulder-Leeds School of Business. Active in the community, Richard dedicates time as the Treasurer of the Columbia Saint Mary's Foundation. He has also been a board member of the Essex Fells Country Club , a councilman for the borough of Essex Fells, and a volunteer fireman.
In his free time, Richard enjoys golf, fishing, skiing and travel with his wife Amy and their four children.
Securities Agent: VA, WA, WI, WY, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MT, NC, NJ, NY, OH, OK, OR, TN, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285195
NMLS#: 1285195
About Alicia Pfiffner
Alicia Pfiffner is a Registered Client Service Associate joining the Carr Butler Group. She graduated from St. Norbert College with a Bachelor's degree in Economics and Business Administration with a Finance emphasis, and a minor in Spanish. Shortly after graduation, she started with Morgan Stanley as a Branch Analyst, working alongside various departments of Wealth Management, including Risk, Service, Banking, Business Development, and Financial Planning.
For the past year, she has worked alongside Financial Advisors and their teams in a service associate capacity.
Alicia grew up in Central Wisconsin. She made the move down to the Milwaukee area after college and now lives here with her fiancé, Lucas, and their rescue dog, Shirley. Outside of work, she enjoys attending concerts, going to Brewers and Bucks games, and travelling. Her most recent trip was to Spain!
For the past year, she has worked alongside Financial Advisors and their teams in a service associate capacity.
Alicia grew up in Central Wisconsin. She made the move down to the Milwaukee area after college and now lives here with her fiancé, Lucas, and their rescue dog, Shirley. Outside of work, she enjoys attending concerts, going to Brewers and Bucks games, and travelling. Her most recent trip was to Spain!
Contact Timothy Andrew Carr
Contact Richard Butler
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact THE CARR BUTLER GROUP today.
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.
2When 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.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
4Morgan 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.
5Morgan 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
6Morgan 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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
4Morgan 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.
5Morgan 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
6Morgan 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.
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)
