Patrick Hill, CFA, CFP®
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(303) 572-4882(303) 572-4882
The Colorado Group at Morgan Stanley
Direct:
(970) 385-7137(970) 385-7137
Our Mission Statement
Uncompromising integrity, comprehensive advice, personalized service
Working with you
The Colorado Group provides individualized personal service to institutions and high net worth individuals through comprehensive retirement planning and wealth management services. Whether you are building, maintaining, or distributing your wealth, our mission is to help you make the smart investment and financial decisions required to make it happen. We believe in achieving your goals through cost-effective simplification rather than inefficient complexity, and we are guided by uncompromising integrity, a relentless pursuit of quality, and a level of service that is not designed to fit everybody, but you alone. For us, it’s about you, your family, your business, and your goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Comprehensive Financial Planning
Regardless of your stage in life - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisors, we can help you achieve your goals.
We work with you to create an all-encompassing strategy that integrates various aspects of your financial life, including your investments and cash management needs.
We create your personal roadmap to help achieve and protect your goals - a framework that makes a connection between you life goals and financial resources, and provides a baseline for future discussions.
We work with you to create an all-encompassing strategy that integrates various aspects of your financial life, including your investments and cash management needs.
We create your personal roadmap to help achieve and protect your goals - a framework that makes a connection between you life goals and financial resources, and provides a baseline for future discussions.
Portfolio Management
Together we'll construct an investment portfolio that aligns with your goals, liquidity needs, and risk tolerance. Our ongoing reviews adapts to changes in your life and financial markets, continuously addressing your needs.
Lending Solutions
We provide you personalized lending solutions to help you meet your borrowing needs. Whether it's securing a mortgage or preparing for a tax bill, we will guide you through the process and explore the best options for you.
Insurance Planning
By taking into account your financial profile, we work with you to select insurance policies that financially protect you against unexpected losses.
Retirement Planning
We assist in safeguarding your assets and providing you solutions to your changing income streams so that you can enjoy the retirement you worked hard to achieve.
Estate Planning
We regularly review your finances with you and coordinate with your estate attorney to help ensure that your wishes are met in the most efficient and cost-effective way possible.
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income. From simplified vehicles available more broadly to institutional strategies, the platform supports a goals-based approach for asset allocation tailored to investor needs
Morgan Stanley Alternative InvestmentsClient Resources & Digital Tools
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning and secure data access.
Learn More
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Enroll Today
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Learn More
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Learn MoreMorgan Stanley Family Office
Explore our Family Office Resources to discover strategies for aligning your family's mission with the evolving landscape of wealth management.
The Future-Ready Family Office
Crafting a future-ready family office begins with defining a shared mission that honors the family's legacy, aligns generations, and adapts to evolving needs and external dynamics
Read More Here
Portfolio Construction
Managing an investment portfolio should be consultative, disciplined process that balances your attitudes about investing with careful analysis of the financial markets. Working together, the Team creates a customized strategy that applies long-held investment principles to help your assets appreciate appropriately or generation cash-flow/income as you require.
Read More HereIntegrating Critical Technology
With a customized and carefully assembled platform, family office personnel can access tools to help streamline processes, gain portfolio insights and make informed decisions.
Read More Here
Generational Wealth
Discover how successful family businesses can ensure multigenerational prosperity by establishing a shared mission, implementing effective governance, nurturing the next generation, prioritizing education, and diversifying business interests to create a lasting legacy.
Read More HereSingle Family Offices
Explore Morgan Stanley's 2025 benchmarking report to understand the critical role of competitive compensation in maintaining a motivated and high-performing team within family offices.
Read More Here
6 Key Focus Areas
Morgan Stanley Wealth Management released a comprehensive report identifying essential focus areas and recommended steps for family offices to target growth more effectively. Read more about the 6 focus areas for the future-ready family office.
Read More HereFrom Our Desk
Our team is dedicated to simplifying complex financial concepts, empowering our clients to confidently navigate their financial planning journey. We offer a comprehensive array of resources to keep you informed about the latest market trends, insights, and analyses. Explore the links below for in-depth analysis and timely updates on developments in the business and finance sectors.
On The Market Research Report
Up to date market commentary from Morgan Stanley's thought leaders which provides detailed insight on topics such as global equities, fixed income, monetary policy and more.
Read the Latest Report
Global Insights
The Political Economy: All over the world elections are taking place that will have profound effects on both local and global economies, so where are policy moves being made and how might investors use these moves to anticipate economic shifts?
Read More Here
GIC Monthly Research Report
The Global Investment Committee's Lisa Shalett headlines this monthly look at markets, asset class performance and fixed income.
Read More Here
Tax Efficient Investing
Factoring the impact of taxes into your investment decisions can help you to keep more of your hard-earned money, both now and in the future.
Read More HereLocation
940 Main Ave
Durango, CO 81301
US
Direct:
(970) 385-7137(970) 385-7137
1550 Market St.
Suite 600
Denver, CO 80202
US
Direct:
(303) 572-4833(303) 572-4833
Meet The Colorado Group
David Hill
Branch Manager, Financial Advisor, Senior Vice President
Phone:
(970) 385-7122(970) 385-7122
Brendan Hill, CFP®
Financial Advisor, First Vice President, Wealth Management
Phone:
(303) 572-4825(303) 572-4825
About Patrick Hill
Patrick has attained CFA designation and is a CERTIFIED FINANCIAL PLANNER. His primary areas of focus are wealth management for high net worth families, institutional investment management, alternative investments, portfolio management, and tax planning strategies. Patrick has been helping families and institutions preserve and grow their wealth since 2006. Prior to the financial services industry, Patrick worked as a structural engineer designing bridges. He holds a B.S. from Colorado School of Mines and a M.S from the University of Illinois Urbana-Champaign. Patrick grew up in Durango, CO with his three brothers. When not at work, Patrick’s passions include bike racing and chess, but he can usually be found enjoying time with his wife Stefanie and their two children.
Securities Agent: CT, CO, WI, NV, MT, MN, WA, VA, FL, HI, OK, KY, OH, MD, KS, WY, TX, CA, SC, RI, PA, MI, TN, NM, NC, AK, UT, IL, ID, AZ, OR, NY, MO, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 1587190
NMLS#: 1587190
About David Hill
David was born in Denver, CO in 1977. Two years later, his family moved to Durango, CO where David grew up with his three brothers. Growing up in Durango, David learned to love the outdoors and sports. A proud graduate of the Leeds School of Business at CU in Boulder, David married his wife Jenny in 2011. They have two children. David focuses on business development and the financial planning needs of our clients.
Securities Agent: SD, WY, HI, KS, NE, MS, NY, VA, WI, WA, VT, UT, TX, TN, SC, RI, PR, PA, OR, OK, OH, NV, NM, NH, ND, NC, MT, MO, MN, MI, ME, MD, MA, KY, IN, IL, ID, GA, FL, DE, DC, CO, CA, AZ, AR, WV, VI, NJ, LA, IA, CT, AL, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 928429
NMLS#: 928429
About Brendan Hill
Brendan joined The Colorado Group in 2014. Prior to his career in financial services, he worked as a golf professional in Jupiter, FL. and as a sales manager for United Parcel Service in Denver. Brendan holds a B.S. from the Leeds School of Business at CU in Boulder. Brendan focuses on financial planning, customization of wealth management solutions, trading, and business development.
Securities Agent: NC, ID, AK, OK, KS, FL, CA, WY, TX, NY, IL, UT, MT, CO, AZ, PA, MO, WA, TN, OR, ME, WI, MD, NV, NM, MI, KY, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1707725
NMLS#: 1707725
Contact Patrick Hill
Contact David Hill
Contact Brendan Hill
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
Matt Stotler
Private Banker
About Matt Stotler
Matt Stotler is a Private Banker serving Morgan Stanley Wealth Management offices in Colorado.
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.
Matt began his career in financial services in 1987 with Bank of America and joined Morgan Stanley in 2016 as a Private Banker. Prior to joining the firm, he was a Regional Manager at Merrill Lynch. He also served as a Private Client Manager with U.S. Trust.
Matt is a graduate of California State University, where he received a Bachelor of Arts in Business Administration and a minor in Spanish. He currently lives in Parker, Colorado. Outside of the office, Matt enjoys playing and coaching soccer, as well as spending time hiking, camping, and biking with his 3 daughters.
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.
Matt began his career in financial services in 1987 with Bank of America and joined Morgan Stanley in 2016 as a Private Banker. Prior to joining the firm, he was a Regional Manager at Merrill Lynch. He also served as a Private Client Manager with U.S. Trust.
Matt is a graduate of California State University, where he received a Bachelor of Arts in Business Administration and a minor in Spanish. He currently lives in Parker, Colorado. Outside of the office, Matt enjoys playing and coaching soccer, as well as spending time hiking, camping, and biking with his 3 daughters.
NMLS#: 643938
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
Ready to start a conversation? Contact The Colorado Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
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 (“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.
6Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
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 (“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.
6Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
