The Conscious Wealth Management Group at Morgan Stanley

Noel Pacarro Brown joined Morgan Stanley in 2007, as the lead of The Conscious Wealth Management Group at Morgan Stanley – a team founded by her mother, Gwen Pacarro, over 40 years ago. Noel works with families, foundations, and founders to help advance their mission and vision through thoughtful planning and investments. She is recognized by her firm as an Investing with Impact Director and Family Wealth Director.

As an Investing with Impact Director, she develops portfolios designed to help achieve both financial and impact goals, aligned with values defined by her clients. As a Family Wealth Director, she utilizes tax management and estate planning strategies to help families leave intentional and lasting legacies. Noel also works with Morgan Stanley’s Outsourced Chief Investment Officer (OCIO) team to manage large institutional clients who seek to align their investments with the mission of their organization. She works with clients across a spectrum of causes, including: the advocacy of women, reproductive justice, climate justice, social justice, environmental rights, and indigenous rights.

Noel serves on the board of Investment & Wealth Institute^® (formerly IMCA^®), a global professional association providing the dual purpose of a standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics in their work, and educational opportunities intending to help elevate the industry.

Noel grew up on O‘ahu and graduated from Punahou School, earning the ‘Athlete of the Year’ award during senior year for her leadership as team captain of the swimming and water polo teams, and state champion for long distance kayaking. She attended Wellesley College and competed in the first ever women’s Final Four of Division I water polo championship, before graduating with Honors from Brown University, later earning her Master’s degree in Teaching from Pacific University. Throughout her career, Noel has continued her education, becoming a Certified Investment Management Analyst at UC Berkeley and a Certified Private Wealth Advisor at the University of Chicago Booth School through the Investment & Wealth Institute^®.

In her free time, Noel can be found with her partner Cameron and their two children outside in the mountains of the Pacific Northwest, on the beach in Kailua, or making friends while traveling the globe.


Disclosures:

Portfolios using Environmental, Social and Governance (“ESG”) criteria, also known as sustainable or impact investing, may perform differently than those without such considerations. ESG focused investments may face market limitations, and there is no guarantee they will achieve better financial or sustainability outcomes.

Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

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 matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.

Michael has been with The Conscious Wealth Management Group (formerly The Pacarro Group) for more than 15 years, and has been in the Financial Services Industry for over 20 years.

As a Chartered Retirement Planning Counselor, Michael guides client’s through the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, and asset management.

Michael is especially passionate about helping clients and their families navigate the aging process, and combines both his personal and professional experience when advising clients about this stage of life.

Outside of the office, Michael cherishes time with his family. He is involved with the Lions Club, and the National Federation of the Blind.

Lindsay Mist is a Vice President, Financial Advisor with over 15 years of experience. Born and raised in Honolulu, she began her career in 2008 as a Client Service Associate, and became a Financial Advisor in 2012. In 2013 Lindsay achieved her CERTIFIED FINANCIAL PLANNER™ designation, representing her knowledge in areas of financial planning, tax, insurance, estate planning, and retirement saving. In 2023 Lindsay earned her Investing with Impact Director title, awarded to select advisors with Morgan Stanley who demonstrate advanced experience and leadership in working with clients focused on aligning their impact and financial goals.

In addition to advising clients, Lindsay serves as the hub for many aspects of the team’s operations. Educating clients about behavioral finance, planning for life milestones, and seeing clients achieve their goals are what Lindsay enjoys most about her work.

Lindsay is a graduate of Iolani School, and UC Irvine where she rowed Crew. Outside of the office, Lindsay serves on the boards of The Kapi’olani Sex Abuse Treatment Center, and Goodwill Industries Hawaii. She enjoys time outside with her husband, two children, and their dog.

Darren began his career at a large Hawaii based financial institution in 2011, and joined Morgan Stanley in 2016. As a CERTIFIED FINANCIAL PLANNER™, his primary responsibilities are to support the team’s financial planning efforts, and client relationship management in addition to working with his primary clients. Darren has been named to the Firm's Pacesetter's Club in years 2020, 2021, 2022, 2023 & 2024, which were all the years he was eligible. This is a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards.

Darren holds an MBA from Chaminade University, BBA in finance from the University of Hawaii at Manoa.

Outside of the office, Darren is either on the board or an active member of Aloha United Way – Society of Young Leaders, Chamber of Commerce Hawaii, & Rotary E-Club. In his free time, he enjoys spending time with his wife, daughter, and their cat son. He also is a car enthusiast and enjoys connecting with people who share the same passion.

Claire Miyasato’ s path to becoming a Financial Advisor is not as straightforward as others and enriching experiences along the way have helped to shape her current practice. She began her career as a Speech Language Pathologist in the medical world, where listening and communicating effectively with adult patients were essential. She honed these skills and transitioned into working as a consultant for healthcare organizations on the mainland. This work allowed her to gain an understanding of the complexity of organizations, develop business acumen, and advise companies on matters both large and small in improving their bottom line.

Equally impactful, Claire’s longstanding roots in Hawaii and family values have shaped her career and service to the Maui community. She was born and raised in Hilo on the Big Island, where her family has lived for generations. Since starting as a Financial Advisor at Morgan Stanley in 2005, Claire’s wealth management practice has been inspired by the Hawaiian word kūpono, which means “to be upright, honest and fair” with her clients and business associates.

As a Financial Advisor, Claire sees herself as a sounding board for clients, leveraging experience as both a listener and a guide. She is committed to advising her clients’ decision-making based on their values and what is most important to them. Her process focuses primarily on planning – she helps clients to establish a plan for their financial futures and to anticipate what might occur along the way. Claire hopes to support clients in their pursuit of a fulfilling life, whether it be educating the next generation, engaging with the community, taking up hobbies, or checking off their bucket list.

Claire is a member of The Association of Professional Investment Consultants (APIC). APIC is the organization in which focused advisors connect, collaborate, and share best practices to help enhance the service delivered to their clients and grow their businesses. APIC is a group of highly qualified professionals, with diverse practices, personally and professionally committed to a process of continuous learning and growth.

Outside of work, Claire has been an advocate for underserved women and children through volunteering efforts and financial support. Going forward, being passionate about island workforce development diversification, she hopes to enhance the education and resources available for island students. Claire has called Maui her home for over 20 years – she raised her daughter on the island, who is now a medical student, with her husband, Lee, a physician. Her favorite activities include scenic hiking, experimenting with plant-based recipes, and traveling to learn more about the culture and history of different countries.

Education
• M.S. University of Washington, Seattle, WA
• M.B.A. University of Hawaii-Manoa, Honolulu, HI
• B.S. University of Hawaii-Manoa, Honolulu, HI
• Hilo High School, Hilo, HI
• CFP UCLA Extension

Marissa joined Morgan Stanley in 2021 and is based in our Honolulu, Hawaii office. As a Client Service Associate Marissa helps clients with transactions, account maintenance, scheduling, and servicing. She enjoys building relationships with clients.

After attending The College of Charleston in South Carolina where she ran track and cross-country, Marissa moved out to Hawaii with her now husband. She now inspires other young runners as a coach for Mid-Pacific Institute. Marissa also enjoys traveling with her husband, and playing with their dogs.

Born and raised in Maui, right in Kahului, Matt knew he wanted to experience life off the islands, so after graduating high school he moved to Colorado. There Matt received his Bachelor’s degree in Business, with an emphasis in Sports Management and Marketing, from University of Colorado (CU) Denver. He then began his career in sports working for the Colorado Rockies (pro baseball team) as a field guard, “protecting big assets,” and then with the Denver Nuggets (pro basketball team) in the box office. Matt went on to work for Nike, where he developed business relationship skills, as well as honed abilities in customer service. From these experiences, he knew he wanted to continue being in the business of helping people.

Matt relocated back to Maui in 2017 to be with family, and to apply his profile to the financial services industry. Afterall, math was his best subject, and he was particularly interested in trying to help clients feel confident about managing their money and reaching their financial goals. From the onset of being back on the island, Matt joined Claire Miyasato’s practice in wealth management, striving daily to help clients receive a great service experience, especially in this new digital world we live in.

While not working, Matt enjoys watching sports, playing a round of golf, and hanging out with family and friends. You can often find him playing basketball at the Kahului Park outdoor courts.

A graduate of UC Berkeley, Ashley Stepanek holds Master’s degrees in International Relations & Diplomacy from the American Graduate School in Paris, France, and in Education from University College London’s Institute of Education in the UK. Prior to joining Morgan Stanley, Ashley consulted internationally on social and environmental policy research and reporting projects in line with the United Nations Sustainable Development Goals (SDGs), mainly for UNESCO and UNODC, the University of Cambridge, and the EdTech Hub, a government-funded think tank in London. She also taught on these subjects for Université Pantheon-Assas, Paris II (La Sorbonne), and INSEEC (Grande École de Commerce) in Paris.

Ashley is excited to continue connecting her background in international development to principles and practices of impact investing, having recently moved into the Conscious Wealth Management Group at Morgan Stanley. She specifically works on new business development and communications, client onboarding and thought partnering related to impact investing.

For fun, Ashley enjoys exploring the natural beauty of the San Francisco Bay Area with her French husband and children, loves running and playing soccer, and is learning how to leverage artificial intelligence for branding purposes.


Disclosures:

Portfolios using Environmental, Social and Governance (“ESG”) criteria, also known as sustainable or impact investing, may perform differently than those without such considerations. ESG focused investments may face market limitations, and there is no guarantee they will achieve better financial or sustainability outcomes.