Welcome

Private Wealth Management is the boutique business within Morgan Stanley Wealth Management that is exclusively focused on Ultra-High-Net-Worth individuals, families and foundations.  By providing advice  founded on a culture of excellence and driven by global insight, Morgan Stanley PWM is devoted to helping clients preserve and grow their financial, familial, and social capital.We believe that wealth management plans are only truly successful when they reflect the values, concerns and aspirations of the families they support.  We try to involve as many family members in our discovery and planning processes, and we pride ourselves on the fact that our average client relationship spans three generations.We foster long-term relationships with our clients, often working in close collaboration with their other advisors.  Our goal is to create and implement comprehensive wealth management  plans that address every aspect of their financial lives.  Taking on the myriad changes of managing considerable wealth, we help our clients develop strategies to sustain the lifestyles they want to live and to support the people, institutions and causes that enrich their lives.
Capabilities
  • Comprehensive Wealth Planning
  • Family Governance & Wealth Education
  • Pre-Liquidity Planning
  • Investment Management
  • Open-Architecture Platform
  • Risk Management
  • Philanthropy Management
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

14850 N Scottsdale Rd
Suite 600
Scottsdale, AZ 85254
US
Direct:
(480) 922-7936(480) 922-7936

Meet The Chacopulos Group

About Me

Theresa E. Chacopulos, CFP®, CIMA®
Senior Vice President
Private Wealth Advisor

Drawing on three decades of experience in the financial services industry, Theresa Chacopulos provides outstanding service and thoughtful, proactive advice to her clients. Exceptionally well-versed in the complex financial challenges facing ultra high net worth families and individuals, Theresa
works to create customized wealth management strategies that help meet their needs and reflect their values and desires. Theresa fosters long-term relationships with her clients, often working in close collaboration with their other advisors.

Theresa has earned both CERTIFIED FINANCIAL PLANNER (CFP®) and Certified Investment Management Analyst (CIMA®) designations. Among her many accolades, she was named a Barron’s magazine Top 1,000 Advisor in
2009-2013, a Top 100 Women Financial Advisor six times from 2006-2013 and a Top Advisor in Arizona from 2009-2013 (including two years at No. 1). In 2014, she was named a Financial Times Top 400 Advisor. Arizona Business Magazine nominated Theresa as one of the 50 Most Influential Women
in Arizona Business, and Research Magazine inducted her into their Hall of Fame in 2011. Most recently, she was named a Forbes Magazine Best-in-State Wealth Advisor in 2018.

Prior to joining Morgan Stanley, Theresa served as a senior financial advisor at Wells Fargo. She is a member of the Central Arizona Estate Planning Council, the Investment Management Consultants Association and the Financial
Planning Association. Theresa also serves on the board of trustees for the Phoenix Zoo’s Arizona Center for Nature Conservation and Planned Giving Advisory Committee; she serves on the Arizona Musicfest Board of Directors, as well as on the Arizona Community Foundation Professional Advisory Board.

Theresa.Chacopulos@morganstanleypwm.com
480.922.7936
Securities Agent: AZ, TN, PA, OH, NY, NJ, NE, NC, MT, MI, MA, GA, FL, DC, CT, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1279115
CA Insurance License #: 0H32993

About Me

Lindsey M. Martin
Private Wealth Advisor

Lindsey Martin has worked in the financial services industry since 2004, assisting ultra high net worth families and individuals in the development and implementation of comprehensive wealth management plans. Lindsey focuses on facilitating the Wealth Planning experience, serving as a conduit between the team’s clients and the global resources of Morgan Stanley. She comes to Morgan Stanley Private Wealth Management from Wells Fargo, where she also worked alongside Theresa Chacopulos.

Lindsey graduated from Arizona State University with a B.S. in finance and is continuing to expand her financial skills.

Lindsey.Martin@morganstanleypwm.com
480.922.7937
Securities Agent: AZ, TN, PA, OH, NY, NJ, NE, NC, MT, MI, MA, GA, FL, DC, CT, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1301171
CA Insurance License #: 0H31820

About Me

Mignonne Goldberg
Senior Registered Associate

A financial services industry veteran since 2006, Mignonne Goldberg works alongside Theresa Chacopulos and Lindsey Martin to deliver an exceptional service experience to the teams clients. Mignonne provides a broad range of support services, with a particular focus on cash management solutions. She joined the team in 2014, having spent seven years as Senior Client Service Associate at the JPMorgan Private Bank. Earlier in her career, she served as a Personal Banker at Wells Fargo. 

Mignonne graduated from Colorado Mesa University with a B.S. in business administration. She is Series 7, 63, 65 and insurance licensed.

Mignonne.Goldberg@morganstanleypwm.com
480.502.6078
Professional Insights

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Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
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  • Family Governance & Wealth Education
  • Lifestyle Advisory
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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

Morgan 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

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

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.