Russ Petrin, CRPS®
Executive Director, Financial Advisor, Senior Portfolio Management Director, Financial Planning Specialist
Phone:
(303) 925-9607(303) 925-9607
Commitments
For well over twenty years, The Cherry Hills Group at Morgan Stanley has been dedicated to providing best-in-class service and award-winning results.
The following is our team's commitment to our valued clients who have worked hard for their wealth:
- Financial document organization
- Understanding our client's goals and family dynamics
- Creating and implementing a formal financial plan
- Coordinating all of our client's investment decisions
- Proactively contacting clients when anything might impact their portfolio
- Clearly communicating about fee structure
- We avoid using technical jargon despite managing sophisticated portfolios
- We are very accessible
Please reach out if you would like more from your financial advisory relationship.
AWARDS
- Forbes Best-In-State Wealth Management Teams 2023, 2024, 2025 - Source: Forbes.com (Awarded January of the given year) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
- Forbes Best-In-State Wealth Advisor 2021, 2022, 2023, 2024, 2025 - Source: Forbes.com (Awarded February of the given year). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Retirement Planning
Our team will work with you to understand what your priorities are during these crucial years and implement a customized strategy for you. We will be available throughout our relationship to address any questions or concerns that might come up, as accessibility is a core tenet of our team. Whether it is planning for retirement, transitioning into retirement, or already managing your assets in retirement, our team is equipped with the resources and the knowledge to help you accomplish your personal and financial goals.
The Psychological Transition into Retirement
Most retirement preparations focus on financial planning, but it is equally crucial to look at personal considerations and help you with easing the fear of the unknown. Given that many people overlook the psychological adjustments of retirement, we make ourselves available to you throughout the transition, after preparing you financially (and emotionally) for it over the course of our work together.
Impact of Taxes
We greatly care about the tax-efficiencies of assets we manage. The strategies you use can have a significant impact on how much you’ll pay in taxes and may help you keep more of the returns. Each client’s situation is different but we consistently prioritize the creation of a customized tax management strategy for your investments to help you retain more of your investment returns.
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Risks to Your Retirement
Once you determine what kind of retirement you want, we will work together to take a closer look at the risks that might be standing between you and your retirement goals. Planning helps us identify the appropriate minimum rate of return required to achieve those goals, which builds a better foundation for portfolio construction and risk management. We are here to help you manage the challenges that arise along the path to achieving your goals, such as volatility or a change in circumstance.
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Understanding your Savings Vehicles
When it comes to retirement savings, the most important thing is to get started—after all, time is one of your greatest assets. Although retirement may seem far for some, it is essential to get started on planning for future living expenses, potential education funds, or travel costs. We can do this through a diligent planning process and analytical investment approach that integrates unique strategies like Alternative Investments to help improve risk/return results when appropriate.
Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.
Learn moreAlternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.
LifeView Intelligent Planning
Planning helps us identify the appropriate minimum rate of return required to achieve goals, which builds a better foundation for portfolio construction. LifeView is a suite of planning tools with a goal-specific analysis used to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs. The platform provides progress-to-goals reporting and can also illustrate complex planning strategies such as methods of stock option exercise, Roth conversions and 401k early distributions.
Estate Planning Strategies
Estate planning is the process of making arrangements to pass down wealth and assets after a person's death. Creating an estate plan early is crucial as it ensures that your wishes are precisely reflected in your estate plan. Proper estate planning gives careful consideration to tax efficiency, as well as your future plans, preferences, and goals.
Family Office Resources
Ultra-high net worth individuals and families often have unique and complex planning needs. We aim to always be accessible for those needs and offer resources to proactively manage them. Morgan Stanley provides a variety of Family Office Resources that can assist our UHNW clients in assessing needs and coming up with solutions to their goals; no matter how complex they may be.
Outsourced Chief Investment Office
We connect Ultra High Net Worth Families and Foundations over $50 million to Morgan Stanley's Outsourced Chief Investment Office (OCIO). Supported by ~30 portfolio managers, this full-discretion service enables clients to focus on their broader goals while Morgan Stanley manages all—or a portion of—their investments.
Please Provide:
- All investment statements (Bank Accounts, 401(k) Accounts, IRAs, Taxable Investment Accounts, Deferred Comp, etc.)
- Detailed savings amounts along with company contribution information
- Life insurance statements
- The amount of your umbrella policy
- Long Term Care information
- The value of other significant assets (Homes, Land, Commercial Real Estate)
- Pension information and illustration
- Accounts earmarked for college/grad school for children or grandchildren
- Social Security Estimates for you and your spouse (www.ssa.gov)
- Any other assets or streams of income that will contribute to retirement income
- Your Adjusted Gross Income (AGI) and anticipated AGI until retirement
- Any debt or extraordinary expenses you anticipate
Alternative Investment Strategies
At Morgan Stanley, we provide individuals and institutions access to world-class alternative investment strategies spanning private equity, real assets, private credit, hedge funds and digital assets. These strategies may deliver differentiated sources of return relative to traditional equity and fixed income investments, as well as offer potential for tax efficiency.
Alternative Investments
The era of private funds delivering double digit returns may be ending. Learn about how you can diversify your investment strategy at the link below.
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1031 Exchange
Named after section 1031 of the U.S. Internal Revenue Code, a 1031 exchange is a procedure that allows an owner of appreciated real estate to exchange that property for an alternative “like-kind” property while deferring capital gains. Give us a call to discuss the 1031 Exchange Fund opportunities through our team at Morgan Stanley.
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Private Credit
Private Credit investing is an essential component of Morgan Stanley Investment Management’s alternative investments platform. We manage a well-defined group of strategies and seek to deliver attractive returns to our investors by forging successful partnerships with our portfolio companies.
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Private Equity
Morgan Stanley Investment Management seeks to generate outstanding returns for our clients by helping management teams build enduring businesses.
We invest exclusively in segments of the private markets that, in our view, are generally underserved by other providers of capital. Within these areas, we look for situations where we believe our expertise and access to the unparalleled resources of Morgan Stanley can make an outsized impact on a company’s growth trajectory.
Learn moreWe invest exclusively in segments of the private markets that, in our view, are generally underserved by other providers of capital. Within these areas, we look for situations where we believe our expertise and access to the unparalleled resources of Morgan Stanley can make an outsized impact on a company’s growth trajectory.
Private Real Estate
Real estate is a fundamental building block of investment portfolios, providing ballast against the uncertainty of stock market returns, rising interest rates, and inflation. Real estate provides high income with stability borne of long-term lease contracts.
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Investing in Art
When a passion for collecting evolves into something of considerable value, a new set of considerations comes in to play. Hear what our panel has to say about collections as an investment class, including best practices and common pitfalls among collectors of fine art, antiques, classic cars, vintage wines and other stores of value that stir the passions.
Learn moreCorporate Retirement Services
Utilizing the powerful Morgan Stanley at Work platform, we at The Cherry Hills Group are able to help build financial confidence through insightful advice, thoughtful education and cutting-edge technology across a suite of modern workplace solutions.
At Work Solutions
Innovative workplace offerings for companies and employees which include Shareworks by Morgan Stanley, our global equity plan management solution, Financial Wellness and Retirement solutions.
Learn more about our work solutionsCorporate Retirement Solutions
Comprehensive solutions to help effectively maximize and customize retirement benefits, so managers can help employees make the most out of retirement.
Learn more about our corporate retirement solutionsFinancial Wellness
At The Cherry Hills Group we understand that when employees thrive, companies thrive. We are proud to offer a customizable solution for organizations to empower their employees by striving to make their finances a source of wellness – and not a source of stress.
Learn more about financial wellness solutionsLocation
5251 Dtc Parkway
Suite 1500
Greenwood Village, CO 80111
US
Direct:
(303) 925-9620(303) 925-9620
Meet The Cherry Hills Group
Matthew Williams
Financial Advisor, Portfolio Manager
Phone:
(303) 925-9647(303) 925-9647
Senior Vice President, Wealth Management, Wealth Advisor, Family Wealth Advisor, Senior Investment Management Consultant, Estate Planning Consultant, Senior Portfolio Manager
Phone:
(720) 488-2400(720) 488-2400
Misty Churgovich
Client Service Associate
Phone:
(303) 925-9620(303) 925-9620
About Russ Petrin
Russ graduated from The University of Virginia with a BA in both Economics and English. He also earned his Chartered Retirement Plans Specialist SM designation from the College of Financial Planning. Russ has been awarded the 5280 magazine and Colorado Biz magazine Five Star Wealth Manager award every year since 2012. Russ has also been a Forbes Best-In-State Wealth Advisor since 2021.
Russ and his wife Carrie live in Highlands Ranch, CO with their son Samuel. They are quite involved in their church. Russ enjoys coaching Sam’s team in baseball and watching Sam play hockey. When time allows, Russ plays golf, hockey, fishes, and hunts elk and pheasant. He is also actively involved in The Gideons International.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2021, 2022, 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2012-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2025) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
• 2024 Award – 12/12/23 - 7/9/24
• 2023 Award – 12/12/22 - 6/30/23
• 2022 Award – 1/17/22 - 7/15/22
• 2021 Award – 1/4/21 - 7/30/21
• 2020 Award – 1/20/20 - 8/14/20
• 2019 Award – 1/21/19 - 8/23/19
• 2018 Award – 1/18/18 - 8/21/18
• 2017 Award – 1/18/17 - 8/9/17
• 2016 Award – 2/23/16 - 8/26/16
• 2015 Award – 2/19/15 - 8/17/15
• 2014 Award – 2/19/13 - 8/17/13
• 2013 Award – 2/19/12 - 8/17/12
• 2012 Award – 2/19/11 - 8/17/11
Russ and his wife Carrie live in Highlands Ranch, CO with their son Samuel. They are quite involved in their church. Russ enjoys coaching Sam’s team in baseball and watching Sam play hockey. When time allows, Russ plays golf, hockey, fishes, and hunts elk and pheasant. He is also actively involved in The Gideons International.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2021, 2022, 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2012-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2025) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
• 2024 Award – 12/12/23 - 7/9/24
• 2023 Award – 12/12/22 - 6/30/23
• 2022 Award – 1/17/22 - 7/15/22
• 2021 Award – 1/4/21 - 7/30/21
• 2020 Award – 1/20/20 - 8/14/20
• 2019 Award – 1/21/19 - 8/23/19
• 2018 Award – 1/18/18 - 8/21/18
• 2017 Award – 1/18/17 - 8/9/17
• 2016 Award – 2/23/16 - 8/26/16
• 2015 Award – 2/19/15 - 8/17/15
• 2014 Award – 2/19/13 - 8/17/13
• 2013 Award – 2/19/12 - 8/17/12
• 2012 Award – 2/19/11 - 8/17/11
Securities Agent: NM, NC, IA, AR, TX, OH, DC, CO, VA, RI, GA, CA, AZ, SC, OK, NE, LA, FL, KS, ID, PA, MT, MO, MN, WI, TN, NY, WY, NV, IL, WA, OR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1270236
CA Insurance License #: 0f33591
NMLS#: 1270236
CA Insurance License #: 0f33591
About Matthew Williams
Matthew Williams embarked on his financial career after graduating from the University of Denver with a Bachelor of Science in Accounting. Starting in the audit department of a public accounting firm, he gained valuable experience auditing 401(k) plans and Real Estate Investment Trusts (REITs). Matt's career trajectory led him to the role of Vice President of Acquisitions for a private equity company and a major commercial real estate fund, where he was responsible for sourcing and negotiating large transactions.
Matt's expertise in finance, coupled with his strategic investment advice and comprehensive wealth management skills, allows him to craft and execute tailored investment strategies. His focus on quality, liquidity, and income growth ensures that his clients, including individuals, private business owners, and corporate executives, achieve their financial objectives. Matt's dedication to his clients' success earned him a place in Morgan Stanley's esteemed Pacesetter's Club in 2025.
Matthew resides in Centennial, Colorado, with his wife, Catie, and their two sons, Link and Duke. Outside of his professional life, Matt holds a black belt Brazilian Jiu Jitsu, coaches hockey, and loves to travel, having traveled to over 40 countries. Matt enjoys supporting his sons in their athletic pursuits, including hockey, rugby, golf, and Brazilian Jiu Jitsu. The family also loves traveling, playing sports, exploring the outdoors, and taking family bike rides.
Matt's expertise in finance, coupled with his strategic investment advice and comprehensive wealth management skills, allows him to craft and execute tailored investment strategies. His focus on quality, liquidity, and income growth ensures that his clients, including individuals, private business owners, and corporate executives, achieve their financial objectives. Matt's dedication to his clients' success earned him a place in Morgan Stanley's esteemed Pacesetter's Club in 2025.
Matthew resides in Centennial, Colorado, with his wife, Catie, and their two sons, Link and Duke. Outside of his professional life, Matt holds a black belt Brazilian Jiu Jitsu, coaches hockey, and loves to travel, having traveled to over 40 countries. Matt enjoys supporting his sons in their athletic pursuits, including hockey, rugby, golf, and Brazilian Jiu Jitsu. The family also loves traveling, playing sports, exploring the outdoors, and taking family bike rides.
Securities Agent: NE, MA, KS, WI, WA, SD, MT, MO, WY, OH, CO, NV, IL, ID, AZ, OR, NY, NJ, LA, IA, DC, CA, VA, NM, AR, IN, FL, NC, GA, TX, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 2652605
NMLS#: 2652605
About Deric K. "Ric" Martin
After graduating Summa cum Laude with a BSBA in Finance from the University of Denver in 1981, I went to work as a Financial Advisor for Dean Witter Reynolds which is now Morgan Stanley, in the Denver Tech Center. I was appointed Senior Vice President by the firm in 1999. In 2005, I became a Certified Financial Planner™ (CFP®), received my designation as a Certified Investment Management Analyst® (CIMA®) through the Wharton School of Business in Pennsylvania, and completed the coursework to qualify for the firm’s title as a Wealth Advisor. In 2013, I attended the Institute for Preparing Heirs at Pepperdine University. In 2014, I received my designation as a Certified Private Wealth Advisor® (CPWA®) through the University of Chicago Booth School of Business and the Investment Management Consultants Association. I served as a member and past Co-Chair of the Consulting Group Advisory Board of Morgan Stanley for an 8-year term-limit, which ended 12/31/18. In the first quarter of 2016, I completed the required coursework through the Institute for Family Wealth Management and received my title as Family Wealth Advisor on April 1st. I also served on the Morgan Stanley Regional FA Council for the Central Region beginning in 2019 until that region was eliminated in a firm reorganization in early 2023. For several years I have been a member of the Investment Consultants Association (IMCA) now called the Investment & Wealth Institute, the Association of Professional Investment Consultants (APIC,) and the Portfolio Management Institute (PMI). I have also been a member of Rotary for over 25 years.
I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I help our clients define what is most important to them and then formulate the strategies that are suited to their needs, whether they are accumulating wealth or investing for income, solidifying their retirement plan or devising a distribution approach that meets their lifestyle and legacy goals.
I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I help our clients define what is most important to them and then formulate the strategies that are suited to their needs, whether they are accumulating wealth or investing for income, solidifying their retirement plan or devising a distribution approach that meets their lifestyle and legacy goals.
Securities Agent: IA, AZ, OH, NC, GA, FL, SC, WI, MN, NY, NE, MA, NM, AK, MD, IN, CO, VA, CA, TX, WA, OK, NV, ME, SD, IL, ID; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282851
NMLS#: 1282851
Contact Russ Petrin
Contact Matthew Williams
Contact Deric K. "Ric" Martin
Hear from Our Clients
I have had the opportunity to work with Russell Petrin for several years. Over this time, he has helped me navigate investment management and retirement planning. One of the things that stands out is Russell’s communication and attention to detail. Thanks to his advice, I am more confident about my financial future. I would highly recommend Russell Petrin to anyone looking for a knowledgeable and trustworthy financial planner.
Lorraine
Verified ClientJanuary 21, 2025
I highly recommend Russ Petrin at Morgan Stanley for any investment advisory needs. He is always responsive to my calls and questions, providing exceptional service and clarity. Russ took the time to understand my financial goals and crafted a personalized retirement plan that gives me confidence for the future. His professionalism and dedication to my needs make him an invaluable advisor. I'm grateful for his guidance and trust him completely with my financial planning.
Daniel
Verified ClientJanuary 13, 2025
Russ Petrin has been advising us regarding our financial goals since 2018. During this time, he has maneuvered through different financial climates as well as our changing life circumstances. He is very knowledgeable, patient, proactive, and responsive. Russ always makes sure we understand, and feel comfortable with, his financial suggestions.
David & Linda
Verified ClientJanuary 21, 2025
My husband and I have been with Russ and his team at Morgan Stanley for many years. We are incredibly happy that we made the move to Russ and Morgan Stanley and cannot say enough good about that decision from a financial planning, investment performance, relational, and accessibility standpoint.
Terry
Verified ClientJanuary 27, 2025
Working with Russ Petrin and his team has been a game-changer for our finances. Their experienced guidance, personalized strategies, and genuine care have helped us feel confident about our financial future. They take the time to understand our goals and provide clear, practical advice. I highly recommend Russ to anyone looking for a knowledgeable and trustworthy financial advisor!
Greg
Verified ClientFebruary 2, 2025
Russ has been my FA for over 20 years. He has successfully managed my portfolio overseeing my transition from full time employee through my retirement. He has a detailed and intimate knowledge of all contents of my portfolio. He is approachable, forthright and “down to earth” in his guidance. He is a valued advisor in managing my portfolio and providing for my family’s needs.
Tom
Verified ClientJanuary 22, 2025
Working with Russ Petrin and The Cherry Hills Group has been a great experience. I trust their guidance and experience. Russ is easy to communicate with and a great listener to your life goals.
Stav
Verified ClientJanuary 21, 2025
Russ Petrin has worked with me as my Financial Advisor for approximately 15 years. I have always found Russ to be thoughtful and considerate when discussing my finances. He is knowledgeable when counseling me regarding my financial goals. Russ always provides me with the most up to date information and offers guidance, so I may make the best decisions for my future. I highly recommend Russ as a Financial Advisor as he is an excellent individual for effective financial planning.
Teri
Verified ClientJanuary 21, 2025
Russ has provided us with valuable direction and diligent guidance towards investing for our retirement, investing for our daughters’ college educations, saving for other long-term goals, and managing and monitoring the tax-impact of our investments. He’s demonstrated his experience through both volatile and strong markets. Russ is smart, responsive, trustworthy, professional, and manages money with great transparency and integrity. We are grateful to have him in our corner.
Eric
Verified ClientJanuary 20, 2025
Matt’s knowledge and assistance have been invaluable in helping me meet and maintain my financial goals. I had to find help in dealing with retirement funds after suddenly becoming a widow. I discovered Matt who is knowledgeable, accessible, and allows me to make the best decisions based on different options he presents. Never feel pressured.
Debbie
Verified ClientApril 6, 2025
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
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The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Fred Frillman
Private Banker
Matt Parkin, CFP®, CWS®, CTFA®
Financial Planning Director, Vice President
Sean Lavin
Trust Specialist
About Fred Frillman
Fred Frillman is a Private Banker serving Morgan Stanley Wealth Management offices in Colorado, Utah, and Wyoming.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Fred began his career in financial services in 1995, and joined Morgan Stanley in 2022 as a Private Banker. Prior to joining the firm, he was a Sr. Wealth Management Lending Officer at Bank of America/Merrill Lynch.
Fred is a graduate of the University of Missouri – St. Louis, where he received a Bachelor of Science in Business Administration. He lives in Colorado Springs, CO with his family. Outside of the office, Fred enjoys trail running, mountain climbing, skiing, and playing golf. In November of 2023, he completed the NYC Marathon.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Fred began his career in financial services in 1995, and joined Morgan Stanley in 2022 as a Private Banker. Prior to joining the firm, he was a Sr. Wealth Management Lending Officer at Bank of America/Merrill Lynch.
Fred is a graduate of the University of Missouri – St. Louis, where he received a Bachelor of Science in Business Administration. He lives in Colorado Springs, CO with his family. Outside of the office, Fred enjoys trail running, mountain climbing, skiing, and playing golf. In November of 2023, he completed the NYC Marathon.
NMLS#: 792152
About Matt Parkin
Matt Parkin is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Colorado overseeing office locations Colorado, Wyoming and Utah. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Matt began his career in financial services in 2008 and joined Morgan Stanley in 2021. Prior to his current position, he was a financial planner for the Wealth Strategies Group with Charles Schwab Corporation.
Matt attained his undergraduate degree from the University of Denver and an MBA in Finance and Accounting from Regis University. Matt holds his CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist® designations. Matt lives in Denver, Colorado. Outside of work, Matt enjoys spending time with his family and staying active outside. Matt is an avid golfer and volunteers at the First Tee Program.
Matt began his career in financial services in 2008 and joined Morgan Stanley in 2021. Prior to his current position, he was a financial planner for the Wealth Strategies Group with Charles Schwab Corporation.
Matt attained his undergraduate degree from the University of Denver and an MBA in Finance and Accounting from Regis University. Matt holds his CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist® designations. Matt lives in Denver, Colorado. Outside of work, Matt enjoys spending time with his family and staying active outside. Matt is an avid golfer and volunteers at the First Tee Program.
About Sean Lavin
Sean is a Regional Trust Specialist for Morgan Stanley based in Los Angeles. He is responsible for supporting Private Wealth Advisors and their clients’ legal counsel in developing trust and fiduciary solutions for families, institutions and charities. Sean works closely with clients and their legal and strategic advisors to help educate them on appropriate trust vehicles designed to meet the clients’ specific goals and objectives. Sean also provides advice on how to utilize the fiduciary services available through the Morgan Stanley’s comprehensive third party trustee platform that is available to clients.
Sean joined Morgan Stanley in 1999 including several years as a Senior Vice President and Regional Trust Specialist with Smith Barney and Citi Trust. Prior to then, Sean was a Senior Trust Officer with Merrill Lynch / Bank of America.
Sean graduated from the University of Southern California with a bachelor’s degree in business administration and received his master’s degree in business administration from the UCLA Anderson School of Management. Sean holds the Certified Financial Planner and Certified Trust and Financial Advisor designations and is Series 7 and 66 licensed.
Sean joined Morgan Stanley in 1999 including several years as a Senior Vice President and Regional Trust Specialist with Smith Barney and Citi Trust. Prior to then, Sean was a Senior Trust Officer with Merrill Lynch / Bank of America.
Sean graduated from the University of Southern California with a bachelor’s degree in business administration and received his master’s degree in business administration from the UCLA Anderson School of Management. Sean holds the Certified Financial Planner and Certified Trust and Financial Advisor designations and is Series 7 and 66 licensed.
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 Cherry Hills Group today.
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.
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
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.
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Awards Disclosures
CRC 6491812 (04/2024)
