Managing Director, Private Wealth Advisor, Alternative Investments Director, Workplace Advisor – Equity Compensation, Portfolio Manager
Phone:
(212) 503-1683(212) 503-1683
Morgan Stanley Private Wealth Management
The Cypress Grove Group
Our Mission Statement
Bringing integrated compensation and wealth advice to successful executives, entrepreneurs and their families.
DEALING WITH THE CHALLENGE OF ILLIQUID WEALTH
We focus on addressing the complex financial needs of Corporate Executives and Entrepreneurs: individuals whose success has resulted in significant concentrated positions in their company’s stock or appreciable business value that has not been monetized.
With locations in two of America’s major business regions—New York City and the Dallas-Fort Worth Metroplex—The Cypress Grove Group is one of the handful of financial advisory teams that focuses on helping clients weave their illiquid wealth into comprehensive wealth plans. We bring the dedication usually reserved for ultra-high net worth individuals to successful executives and business owners.
Drawing on the knowledge and experience of our team of professionals, as well as the global resources of Morgan Stanley, we help clients craft personalized plans that efficiently and effectively address regulatory, tax, diversification, and generational issues.
If you need advice about your complex compensation and monetization needs, please reach out to us. We can help.
With locations in two of America’s major business regions—New York City and the Dallas-Fort Worth Metroplex—The Cypress Grove Group is one of the handful of financial advisory teams that focuses on helping clients weave their illiquid wealth into comprehensive wealth plans. We bring the dedication usually reserved for ultra-high net worth individuals to successful executives and business owners.
Drawing on the knowledge and experience of our team of professionals, as well as the global resources of Morgan Stanley, we help clients craft personalized plans that efficiently and effectively address regulatory, tax, diversification, and generational issues.
If you need advice about your complex compensation and monetization needs, please reach out to us. We can help.
Services Include
- Investment: Asset allocation, Asset location, investment management, alternative investments, private portfolio management
- Equity Compensation: Restricted stock sale, portfolio loan, gifting of stock, purchases, 10b5-1 plan
- Business Monetization: Recapitalization, IPO, sale to strategic acquirer, sale to private equity investor, sale to an ESOP
- Risk: Investment and financial, life and disability insurance, life insurance trusts, long term care insurance
- Lending and Cash Management
- Lifestyle: Balance sheet, cash flow, education spending, retirement plans, annuities
- Family Governance and Wealth Education: Governance structures, documents, wealth education plans
- Philanthropy Management: Charitable giving, philanthropic services (advisory, giving, connections)
- Disclaimer: Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
- Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
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 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- 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, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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.
THE CHALLENGE OF MONETIZING BUSINESS VALUE
You've devoted yourself to building your own business. It was never really about the money; that was just a way to keep score. It was actually about pursuing your passion, being your own boss, challenging the status quo, and creating something lasting. Through your ingenuity, determination and grit, you've achieved success.
Now you're ready for another challenge, you'd like to spend more time with your family, or both. But you have substantial net worth that's difficult to access. You know your success in business doesn't automatically qualify you to steer your family through this very complex transition. You need advice and guidance from a team with the expertise and experience to help you manage what could be the transaction of a lifetime.
How We Can Help
The Cypress Grove Group at Morgan Stanley specializes in working with entrepreneurs just like you. We help you leverage personal wealth for business growth or liquidity as well as examine potential exit strategies in light of family as well as financial needs.
Drawing on our in-house expertise and the resources of Morgan Stanley we can help you through every stage in the life of a successful entrepreneur:
- Strategic Client Group / Investment Bank (private sale)
- IPO
- Generation: gain access to liquidity for business and personal use through approaches best suited to your needs and circumstances
- Monetization: model alternative strategies to monetize the value of your enterprise and consider how the proceeds hold be structured and invested
- Retirement: calculate cash flow needs, determine post career priorities and implement succession plans for continued family ownership
- Transfer: prepare younger generations with the education and support needed to assume control of family business and philanthropic legacies
THE CHALLENGE OF CONCENTRATED STOCK POSITIONS
There are many reasons you've had a successful career. You're among the best at what you do. You're an innovator. But perhaps most important of all, you're an enterprise leader with the dedication and vision to value the organization's interests as much, if not more than, those of your own unit or department. That's why you've been rewarded with sizable equity compensation in the form of stock grants or options.
While you have additional assets in your retirement plan, other investment accounts, insurance, and real estate, this concentrated stock position in your company represents a significant part of your total wealth. This also represents significant challenges, such as tax implications, liquidity limitations, and potential volatility. You need the help of someone who understands the complex regulations as well as the potential political ramifications surrounding equity compensation.
How We Can Help
The Cypress Grove Group at Morgan Stanley specializes in helping executives manage equity compensation issues and craft bespoke, all-inclusive wealth plans. Drawing on our team's experience and expertise, as well as Morgan Stanley's resources, we help corporate insiders navigate insider trading regulations and reporting requirements.
We can suggest tax-efficient approaches to diversification and strategies to address cash flow needs before stock liquidity is available.
- Exchange Funds: Provide diversification without triggering taxable gains through IRS-approved tax-deferred investment vehicles
- Opportunity Zone Investments
- Donor Advised Funds: Gifting appreciated long-term gain stock to offset income tax in a year when there is a liquidity event
- Portfolio Line of Credit: Borrowing against stock in a portfolio line as needed for immediate cash flow requirements
- 10b5-1 Plans: Preset diversification plans to sell through open and closed windows, approved by legal counsel and executed by third parties
- QSBS Exclusion: Gain from the sale or exchange of qualified small business stock (QSBS) may be 100% excluded from income
THE CHALLENGE OF INTERGENERATIONAL WEALTH
You've been so dedicated to your company's needs that you probably never focused on the wealth you've built. Now that you've integrated the value of your concentrated stock into your plan or monetized the value of your business, you've found that your hard work has potentially provided generational wealth for your family. This realization raises family, lifestyle, and values questions as well as financial issues.
How much of your wealth do you want your heirs to inherit and are they prepared intellectually and emotionally to manage it? How can you make sure the money you donate is used effectively and how can you get your family interested in philanthropy? How can you develop a trust, tax and estate strategy and overall wealth plan that will provide for your current and future needs as well those of your heirs and causes?
How We Can Help
The Cypress Grove Group at Morgan Stanley can help you answer these questions and address these challenges. We bring the same level of attentiveness and service to all the issues you're facing, not just those involving your compensation, business, and finances.
Thanks to the resources available from Morgan Stanley we can provide you with comprehensive family office style services.
Tax, Trust and Estate Planning
We will coordinate with your other advisors to explore the elements of your existing TTE plan and see how it works with your wealth plan and if changes need to be made.
Philanthropic Advisory
We will help you and your family create a mission statement and a charitable giving plan that matches your values as well as your needs.
Family Governance and Education
We will work with your family to ensure that they have the knowledge and understanding to play whatever role in the family's wealth future that you and they wish.
Lifestyle Services
We can offer you access to specialists who can help you with travel and concierge services, health and security advisory, tangible asset management, personal enrichment and financial administration.
Art Resources Team
Morgan Stanley's Art Resources Team can help you craft bespoke solutions regarding the art and collectibles which may make up a portion of your assets.
Location
7500 Dallas Parkway
Suite 500
Plano, TX 75024
US
55 East 52nd Street
10th Fl
New York, NY 10055
US
Direct:
(972) 943-7277(972) 943-7277
Meet The Cypress Grove Group
Senior Vice President, Financial Advisor, Alternative Investments Director, Workplace Advisor - Equity Compensation, Senior Portfolio Manager
Phone:
(972) 943-7263(972) 943-7263
Senior Vice President, Financial Advisor, Portfolio Management Director, Workplace Advisor - Equity Compensation
Phone:
(972) 964-4553(972) 964-4553
Phone:
(972) 943-7271(972) 943-7271
Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist, Insurance Planning Director
Phone:
(972) 943-7237(972) 943-7237
Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation
Phone:
(954) 267-5616(954) 267-5616
Collin Spence
Financial Advisor
Stephanie Donato
Assistant Vice President, Director of Business Strategy
Phone:
(972) 943-7285(972) 943-7285
Erick Daily
Private Wealth Management Associate
Jacks Dirksen
Client Service Associate
About Michael Tuscano
Michael founded the Cypress Grove Group at Morgan Stanley with the intention of meeting clients wherever they stand in their financial journey and helping them establish long-term relationships with advisors who understand the complexities of their personal and professional lives. His clients include executives at publicly traded companies and self-made entrepreneurs across the United States whose key concerns typically revolve around multigenerational wealth transfer, liquidity events, corporate compensation and tax mitigation. By working with a diverse range of successful clients over the years, Michael has seen the world from various perspectives, and he uses this experience to help clients anticipate what might lie ahead and how they may be able to position themselves to target their unique objectives. He is very process oriented in his approach, maintaining a disciplined methodology but pivoting tactically as needed in response to clients’ changing circumstances and objectives or evolving market and economic environments.
For nearly three decades, Michael has focused on identifying opportunities for his clients, find solutions to their challenges and scaling up his resources to meet their needs and goals. He began his financial services career in 1998, building his business from scratch and joining Morgan Stanley in 2005 in order to gain access to the firm’s broad and deep platform of resources. By choosing to establish his team at Morgan Stanley, Michael has the capacity to bring its full spectrum of financial tools to his clients—both what they need today and what they might grow into in the future.
Michael and his wife, Erica, have three children—Letta, Gray and Rhett—and the family is very active in school, sports and church activities. In his free time, Michael enjoys tournament fishing, free diving and long-distance open-water swimming. He also spearheads the team’s charitable initiatives, including corporate sponsorship of organizations that are very important to his clients.
For nearly three decades, Michael has focused on identifying opportunities for his clients, find solutions to their challenges and scaling up his resources to meet their needs and goals. He began his financial services career in 1998, building his business from scratch and joining Morgan Stanley in 2005 in order to gain access to the firm’s broad and deep platform of resources. By choosing to establish his team at Morgan Stanley, Michael has the capacity to bring its full spectrum of financial tools to his clients—both what they need today and what they might grow into in the future.
Michael and his wife, Erica, have three children—Letta, Gray and Rhett—and the family is very active in school, sports and church activities. In his free time, Michael enjoys tournament fishing, free diving and long-distance open-water swimming. He also spearheads the team’s charitable initiatives, including corporate sponsorship of organizations that are very important to his clients.
Securities Agent: TX, VT, RI, NM, WY, WV, WI, WA, VI, VA, UT, TN, SD, SC, PR, PA, OR, OK, OH, NY, NV, NJ, NH, NE, NC, MT, MS, MN, MI, ME, MD, MA, LA, KY, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, ND, KS, AK, MO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1301091
NMLS#: 1301091
About Matt Ventura
Matt Ventura is one of the founding members of The Cypress Grove Group at Morgan Stanley. With more than two decades of experience in the financial services industry, Matt addresses the unique opportunities and challenges of business owners, corporate executives and high-net-worth families through personalized planning and advice. He focuses on collaborative discussions and analysis to gain insight into the circumstances, objectives and needs of each client, which he uses to develop financial strategies designed to align with their personal and professional goals. By handling the long-term strategic planning and short-term tactical management of his clients’ finances, Matt gives them the capacity to focus their time on their families, careers and recreational adventures.
Over the course of his career, Matt has served in a variety of roles throughout the financial services industry. His experience in banking, currency trading, insurance and investment management formed a cumulative progression that allows Matt to provide robust and sophisticated solutions to families and businesses.
Matt and his wife reside in North Dallas with their three daughters. In his free time, Matt enjoys supporting his children’s activities, watching college football and spending time outdoors. He is also a member of the Texas A&M College of Agriculture Development Council, a founding member of Rodeo Celina and automotive enthusiast.
Over the course of his career, Matt has served in a variety of roles throughout the financial services industry. His experience in banking, currency trading, insurance and investment management formed a cumulative progression that allows Matt to provide robust and sophisticated solutions to families and businesses.
Matt and his wife reside in North Dallas with their three daughters. In his free time, Matt enjoys supporting his children’s activities, watching college football and spending time outdoors. He is also a member of the Texas A&M College of Agriculture Development Council, a founding member of Rodeo Celina and automotive enthusiast.
Securities Agent: NJ, IL, TN, NM, PR, UT, AL, SD, MA, LA, RI, OR, OK, VA, AK, VT, WA, VI, WV, KY, KS, IN, NE, MI, AZ, NH, MN, WI, CT, IA, PA, MT, ME, GA, HI, FL, CA, ID, MO, WY, DC, TX, NY, SC, MS, NV, NC, ND, MD, DE, CO, AR, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 2140230
NMLS#: 2140230
About Joseph Sircely
Joe is one of the founding members of The Cypress Grove Group at Morgan Stanley. He focuses on building relationships with corporate executives, entrepreneurs and their families to help them develop and implement goals-based wealth strategies. He enjoys working with clients who are looking for guidance to help them grow, protect and manage their wealth through their retirement years. More broadly, Joe seeks to understand and support clients’ lifestyle and legacy objectives, as well as integrate the various components of their financial lives into a cohesive plan. Through Morgan Stanley, he has access to the firm’s sophisticated resources and industry-leading solutions that he can use to address the opportunities and challenges of clients’ personal wealth.
Joe graduated from the University of Texas at Austin with a degree in economics and began his career as a financial advisor in 2001, first with Northwestern Mutual and then with UBS before joining Morgan Stanley in 2009. He continues to be an avid student of macroeconomic trends, and he uses the specialized tools available through Morgan Stanley to help clients resolve complexities within an ever-changing global environment.
Joe lives in Frisco, Texas, with his wife, Kate, and their three children. He is a board member and long-time supporter of the North Texas chapter of the Leukemia & Lymphoma Society, and he enjoys competitive sailboat racing and watching college football and Formula 1.
Joe has been awarded Five Star Wealth Manager Award for 7 years.
2019-2025 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2019-2025) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2019 Award - 10/22/2018 through 05/3/2019
2020 Award - 10/7/2019 through 04/24/2020
2021 Award - 09/21/2020 through 04/30/2021
2022 Award - 09/20/2021 through 04/8/2022
2023 Award - 10/10/2022 through 05/05/2023
2024 Award - 10/10/2023 through 4/30/2024
2025 Award - 10/09/2024 through 05/01/2025
Joe graduated from the University of Texas at Austin with a degree in economics and began his career as a financial advisor in 2001, first with Northwestern Mutual and then with UBS before joining Morgan Stanley in 2009. He continues to be an avid student of macroeconomic trends, and he uses the specialized tools available through Morgan Stanley to help clients resolve complexities within an ever-changing global environment.
Joe lives in Frisco, Texas, with his wife, Kate, and their three children. He is a board member and long-time supporter of the North Texas chapter of the Leukemia & Lymphoma Society, and he enjoys competitive sailboat racing and watching college football and Formula 1.
Joe has been awarded Five Star Wealth Manager Award for 7 years.
2019-2025 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2019-2025) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2019 Award - 10/22/2018 through 05/3/2019
2020 Award - 10/7/2019 through 04/24/2020
2021 Award - 09/21/2020 through 04/30/2021
2022 Award - 09/20/2021 through 04/8/2022
2023 Award - 10/10/2022 through 05/05/2023
2024 Award - 10/10/2023 through 4/30/2024
2025 Award - 10/09/2024 through 05/01/2025
Securities Agent: MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, AK, OH, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1487150
NMLS#: 1487150
About Eric Fuller
Eric has worked in financial services since 2006. He uses his background as a Financial Advisor, as well as his knowledge of banking to help address the various aspects of the client's entire financial life. Eric has worked on wealth management strategies that serve as a compass in helping high net-worth families to pursue their financial goals while also simplifying their complexities of wealth.
Eric is a Certified Private Wealth Advisor professional (CPWA®) .
Unlike credentials that focus primarily on financial planning, the Investments and Wealth Institute's CPWA Program takes a holistic and multidisciplinary approach that includes wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax management strategies, and legacy planning.
His focus is to help guide business owners, executives, and high net worth families to navigate complex financial strategies. He delivers a comprehensive approach to managing wealth that begins with listening to a client's needs and helping ensure every strategy is grounded in understanding what each client wants to achieve.
Eric's mission is to understand clients, and their priorities. Eric takes the time to ask hard, smart questions, and listen carefully to understand in great detail exactly where your wealth stands today, and where you would like to be tomorrow. He helps to design, implement, and monitor a customized wealth management strategy that helps you and your family pursue your financial goals without unnecessary investment risk.
Eric lives in the Dallas area with his 3 children. He spends his spare time doing volunteer work, coaching local youth sports and caring for his horses.
Eric is a Certified Private Wealth Advisor professional (CPWA®) .
Unlike credentials that focus primarily on financial planning, the Investments and Wealth Institute's CPWA Program takes a holistic and multidisciplinary approach that includes wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax management strategies, and legacy planning.
His focus is to help guide business owners, executives, and high net worth families to navigate complex financial strategies. He delivers a comprehensive approach to managing wealth that begins with listening to a client's needs and helping ensure every strategy is grounded in understanding what each client wants to achieve.
Eric's mission is to understand clients, and their priorities. Eric takes the time to ask hard, smart questions, and listen carefully to understand in great detail exactly where your wealth stands today, and where you would like to be tomorrow. He helps to design, implement, and monitor a customized wealth management strategy that helps you and your family pursue your financial goals without unnecessary investment risk.
Eric lives in the Dallas area with his 3 children. He spends his spare time doing volunteer work, coaching local youth sports and caring for his horses.
Securities Agent: PA, NV, NJ, VI, NC, VT, RI, CT, NH, WA, WI, WY, PR, WV, TX, MD, AR, TN, SD, SC, IN, MA, KS, NM, NY, ND, OR, LA, FL, DE, MT, DC, UT, ME, VA, IL, CO, NE, HI, MN, OK, MO, MS, KY, GA, MI, IA, ID, CA, AZ, AK, AL, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 535893
NMLS#: 535893
About Harpreet Sidhu
Prior to joining Morgan Stanley in 2019, Harpreet has previous wealth management experience of 6 years with Merrill Lynch and Citi Bank as well as 4 years of international banking experience in India. Harpreet earned his Bachelor's in Computer Science and Master's in Business Administration.
Harpreet brings various experiences to our team including: a unique perspective for business owners and business executives in navigating mergers and acquisitions and liquidation events, a holistic balance sheet approach in working with clients with a focus on lending and in-depth knowledge of fixed income investment options.
A native to India, Harpreet currently lives in Trophy Club, Texas. Harpreet is fluent in English, Punjabi and Hindi and conversational in Gujarati. Harpreet enjoys hiking, traveling and spending time with his son.
Harpreet brings various experiences to our team including: a unique perspective for business owners and business executives in navigating mergers and acquisitions and liquidation events, a holistic balance sheet approach in working with clients with a focus on lending and in-depth knowledge of fixed income investment options.
A native to India, Harpreet currently lives in Trophy Club, Texas. Harpreet is fluent in English, Punjabi and Hindi and conversational in Gujarati. Harpreet enjoys hiking, traveling and spending time with his son.
Securities Agent: SC, OH, WY, TN, NE, MI, CO, AL, VT, SD, NC, MT, IA, HI, WA, UT, ME, IL, DE, WI, OR, NV, NJ, MS, FL, WV, TX, PR, ND, CT, AZ, MA, DC, AK, VA, RI, NH, MN, MD, KY, OK, ID, AR, VI, NY, KS, IN, CA, PA, NM, MO, LA, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1627944
CA Insurance License #: 1945859
NMLS#: 1627944
CA Insurance License #: 1945859
About Matthew Roth
Matthew works with corporate executives, business owners, and families to develop comprehensive, tax-efficient financial plans designed to help them achieve their long-term goals with confidence. His planning-based approach integrates investment management, retirement and estate planning strategy, long-term care planning, education funding, and risk management strategies to create a cohesive financial roadmap for every stage of life.
At Morgan Stanley, Matthew leverages the firm’s extensive resources to deliver personalized strategies that address the complexities of wealth accumulation, preservation, and transition. He places a strong emphasis on tax efficiency throughout his planning process, helping clients optimize investment decisions, manage concentrated positions, and structure their wealth to align with both current and future goals.
Before joining Morgan Stanley, Matthew began his financial advising career at Raymond James. Earlier, he spent more than four years in the commercial real estate sector, advising clients on acquisition and disposition strategies to maximize property value and support broader business objectives. This experience deepened his passion for providing holistic guidance that connects his clients’ professional success with their personal financial well-being.
Matthew earned his Bachelor of Science degree in Finance, graduating with honors from Florida State University. While at FSU, he volunteered as a Unified Partner for the Special Olympics, an experience that continues to inspire his active involvement in local community initiatives.
Outside of the office, Matthew can be found requesting clearance for takeoff from a local recreational airport or playing a round of golf. Matthew is a huge sports fan who likes his native Miami and alma mater teams. He currently resides in Dallas, TX with his wife, Lauren, and their cat and two dogs (aka: their petting zoo).
At Morgan Stanley, Matthew leverages the firm’s extensive resources to deliver personalized strategies that address the complexities of wealth accumulation, preservation, and transition. He places a strong emphasis on tax efficiency throughout his planning process, helping clients optimize investment decisions, manage concentrated positions, and structure their wealth to align with both current and future goals.
Before joining Morgan Stanley, Matthew began his financial advising career at Raymond James. Earlier, he spent more than four years in the commercial real estate sector, advising clients on acquisition and disposition strategies to maximize property value and support broader business objectives. This experience deepened his passion for providing holistic guidance that connects his clients’ professional success with their personal financial well-being.
Matthew earned his Bachelor of Science degree in Finance, graduating with honors from Florida State University. While at FSU, he volunteered as a Unified Partner for the Special Olympics, an experience that continues to inspire his active involvement in local community initiatives.
Outside of the office, Matthew can be found requesting clearance for takeoff from a local recreational airport or playing a round of golf. Matthew is a huge sports fan who likes his native Miami and alma mater teams. He currently resides in Dallas, TX with his wife, Lauren, and their cat and two dogs (aka: their petting zoo).
Securities Agent: NH, ME, WA, KS, IA, VT, TN, PR, PA, NY, DC, MT, KY, HI, GA, DE, CO, WI, VI, OH, MO, FL, AZ, SC, NC, MS, AR, AL, WY, OK, IN, AK, WV, NJ, MN, CT, VA, UT, NM, MA, LA, IL, CA, TX, OR, NE, MD, ID, SD, RI, ND, NV, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 2726994
NMLS#: 2726994
About Collin Spence
Collin Spence is a Financial Advisor with the Cypress Grove Group, joining the team in December of 2024. Collin brings years of service experience within the industry, coupled with a background in financial planning, to assist the team in providing a robust full-service wealth management experience to clients. Prior to his time at Morgan Stanley, Collin worked at Charles Schwab delivering wealth management solutions to clients.
Collin is born and raised in Sunnyvale, CA, the heart of the Silicon Valley. He then went on to receive his Bachelor’s degree from Cal Poly San Luis Obispo. Outside of work, Collin tries to remain active, often playing basketball, tennis, and golf with friends and family.
Collin is born and raised in Sunnyvale, CA, the heart of the Silicon Valley. He then went on to receive his Bachelor’s degree from Cal Poly San Luis Obispo. Outside of work, Collin tries to remain active, often playing basketball, tennis, and golf with friends and family.
Securities Agent: MN, DC, CA, AL, TX, SC, NE, LA, IL, HI, GA, AR, RI, OH, NC, VI, OK, KS, ID, CT, CO, VA, OR, NH, ME, MA, WY, UT, NY, NV, MI, IA, NJ, MO, MD, KY, DE, AK, WV, WI, TN, IN, SD, PA, NM, MS, FL, WA, PR, AZ, VT, ND, MT; General Securities Representative; Investment Advisor Representative
About Stephanie Donato
Stephanie earned a Bachelor’s of Business Administration with an emphasis in Finance from The University of Texas in Austin. She began her career in the Financial Services Industry with Lehman Brothers in 1997 where she worked in the Trading Services Division. In 1999, Stephanie joined Morgan Stanley focusing on operations, security analysis, and asset management. Presently, as a Director of Business Strategy, she supports her team by helping implement long-term investment solutions to our valued clients as well as providing superior customer service.
Stephanie and her husband Jack, have been married for over 28 years and reside in Allen, Texas with their 3 sons. In her spare time, Stephanie enjoys being outdoors with her family, watching her boys on the soccer field and volunteering within her community.
Stephanie and her husband Jack, have been married for over 28 years and reside in Allen, Texas with their 3 sons. In her spare time, Stephanie enjoys being outdoors with her family, watching her boys on the soccer field and volunteering within her community.
About Erick Daily
Erick's goal is to meet the complicated needs of executives, entrepreneurs and their families. Whether it’s day-to-day operations administration or helping clients meet a special need, Erick looks to find answers and, if need be, alternative means, to help meet their goals. He believes that the key to developing a relationship with clients is to put yourself in their seat and treat their need as if it were your own. With more than 20 years of varied experience in financial services, Erick joined Morgan Stanley in 2019 specifically to provide account logistics and support to corporate executives and entrepreneurs.
About Jacks Dirksen
A recent graduate of Texas Tech University, Jacks is beginning his career in Wealth Management at Morgan Stanley. He discovered early on that the world of finance energized and inspired him.
The fast paced nature of the markets, the blend of analytical rigor and strategic thinking, and the opportunity to make a meaningful impact on people’s financial futures all fueled his decision to pursue the field.
With a passion for building trusted relationships and a commitment to excellence; he is committed to delivering exceptional client service and helping individuals and families achieve their long term financial goals.
Outside the office, Jacks is an enthusiastic supporter of Texas Tech’s and Dallas’s sports teams and enjoys cheering on the city’s athletes throughout the season.
The fast paced nature of the markets, the blend of analytical rigor and strategic thinking, and the opportunity to make a meaningful impact on people’s financial futures all fueled his decision to pursue the field.
With a passion for building trusted relationships and a commitment to excellence; he is committed to delivering exceptional client service and helping individuals and families achieve their long term financial goals.
Outside the office, Jacks is an enthusiastic supporter of Texas Tech’s and Dallas’s sports teams and enjoys cheering on the city’s athletes throughout the season.
Contact Michael Tuscano
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Awards and Recognition
Barron's Top 100 Institutional Consulting Teams
Barron's Top 100 Institutional Consulting Teams Source: barrons.com (Awarded April 2023) Data compiled by Barron's based on time period from Dec 2021 - Dec 2022.
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
PWM Leadership Insights & Outcomes
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
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 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.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures | Morgan Stanley
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
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 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.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures | Morgan Stanley
CRC 4677197 (7/2025)
