

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.
- 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 - 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.
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.
- 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
Corporate Retirement Services

Location
Meet The Cherry Hills Group
About Russ Petrin
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 2012-2024) 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
NMLS#: 1270236
CA Insurance License #: 0f33591
About Matthew Williams
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.
NMLS#: 2652605
About Deric K. "Ric" Martin
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.
NMLS#: 1282851

Contact Russ Petrin

Contact Matthew Williams

Contact Deric K. "Ric" Martin
Hear from Our Clients
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
About Fred Frillman
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.
About Matt Parkin
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 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.
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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