Senior Vice President, Wealth Management, Financial Advisor, Alternative Investments Director, Senior Portfolio Manager, Lending Specialist
Phone:
(303) 595-2040(303) 595-2040
The Denver Larimer Group at Morgan Stanley
Direct:
(303) 595-2040(303) 595-2040
Our Mission Statement
We provide exclusive and highly personalized financial services to a select group of clients, delivering a premium level of service built on trust, experience, and tailored guidance.
Welcome
As an accomplished individual, you and your family may face complex, multigenerational wealth management issues. At The Denver Larimer Group we provide the experienced perspective and suite of services needed to help you address those challenges and pursue what is most important to you.
With over 50 years of combined experience, we are proud to serve a select clientele of high achieving executives and entrepreneurs, their families, family offices and foundations. We take a holistic approach, delivering an exceptional level of service designed around your busy lifestyle and workload. We handle all the legwork, then present you with a concise set of recommendations, helping simplify your life ensuring that your financial choices are aligned with the overarching goals of your comprehensive wealth management plan.
Our team provides discipline and flexible investment strategies, including access to experienced investment professionals in the public and private markets. We also provide access to Morgan Stanley’s private banking service to address your personal and business objectives, including. Personal and commercial lending, and online banking with robust cybersecurity protection.
Our experienced support staff focuses on your daily needs with an overall emphasis on being proactive, detail oriented and solution driven. We work alongside your attorney, CPA and other advisors, complementing their resources to provide a seamless wealth management process.
We believe in long-term, meaningful relationships by helping our clients in every way we can. Our team is committed to providing you with the necessary solutions to help you and your family reach your financial and lifestyle goals as well as help preserve your legacy.
Forbes Best-In-State Wealth Management Teams 2024 - The Denver Larimer Group
Disclaimer:
Morgan Stanley Private Bank, National Association, and Morgan Stanley Bank, N.A. are affiliates of Morgan Stanley Smith Barney LLC, and are each a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency.
[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/47xqiQ1)]
With over 50 years of combined experience, we are proud to serve a select clientele of high achieving executives and entrepreneurs, their families, family offices and foundations. We take a holistic approach, delivering an exceptional level of service designed around your busy lifestyle and workload. We handle all the legwork, then present you with a concise set of recommendations, helping simplify your life ensuring that your financial choices are aligned with the overarching goals of your comprehensive wealth management plan.
Our team provides discipline and flexible investment strategies, including access to experienced investment professionals in the public and private markets. We also provide access to Morgan Stanley’s private banking service to address your personal and business objectives, including. Personal and commercial lending, and online banking with robust cybersecurity protection.
Our experienced support staff focuses on your daily needs with an overall emphasis on being proactive, detail oriented and solution driven. We work alongside your attorney, CPA and other advisors, complementing their resources to provide a seamless wealth management process.
We believe in long-term, meaningful relationships by helping our clients in every way we can. Our team is committed to providing you with the necessary solutions to help you and your family reach your financial and lifestyle goals as well as help preserve your legacy.
Forbes Best-In-State Wealth Management Teams 2024 - The Denver Larimer Group
Disclaimer:
Morgan Stanley Private Bank, National Association, and Morgan Stanley Bank, N.A. are affiliates of Morgan Stanley Smith Barney LLC, and are each a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency.
[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/47xqiQ1)]
Services Include
- Estate Planning StrategiesFootnote1
- Executive Financial ServicesFootnote2
- Executive Benefit ServicesFootnote3
- Endowments and FoundationsFootnote4
- Philanthropic ManagementFootnote5
- Trust ServicesFootnote6
- Business Succession PlanningFootnote7
- Business PlanningFootnote8
- Alternative InvestmentsFootnote9
- Professional Portfolio ManagementFootnote10
- Cash Management and Lending ProductsFootnote11
- Sustainable InvestingFootnote12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Planning For Your Family's Financial Needs
Philanthropic Planning
Your philanthropic objectives are as personal as your vision of a better world. We can help you define and pursue your objectives, a considerable challenge when there are so many worthy causes and so many unmet needs.
Strategic Philanthropy
Trust and Estate Planning Strategies
We can review your tax and estate structures so that their tax characteristics are accurately reflected in your asset allocation analysis.
The State of Your Parents' Estate
Intangible Asset Management
Managing intangible assets is becoming increasingly important for individuals and companies to help grow and generate profits.
Expectations and the Role of Intangible Assets
Family Governance
It's extremely important to have a sound framework within which to make important family decisions, particularly for ultra high net worth families engaged in a common enterprise, such as running a family business, operating a family office, or simply investing together. We provide access to experts with the experience to help determine the optimal structures for your family.
Family Governance system
Signature Access
We provide access to abroad range of dedicated services designed to help enrich and enhance the health, safety, comfort, and interests of affluent families. These include everything, from private aviation, personal security, art advisory, and household staffing, to private health advisory services and advisory services for single family offices.
The Lifestyle Advisory Offering
Wealth Education
Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
Financial Empowerment Across Generations
Charitable Giving
Morgan Stanley Global Impact Funding Trust, Inc. (Morgan Stanley GIFT) can provide you with an overview of some of the common methods that individuals use to make charitable gifts, along with some important tips that you should keep in mind.
Charitable Giving Review
Wickwar Hiles Group Monthly Newsletter
The latest articles and insight to help you stay up to date on all the latest topics and trends in the financial industry.
Read the Latest Edition
4.25% Annual Percentage Yield Preferred Savings
Morgan Stanley clients with eligible brokerage accounts can earn 4.25% APY through deposits into our Preferred Savings Program for qualifying cash. Contact our team to learn more or click here for more details. Terms apply.
Learn More
Family Office Resources Generalists
Our Colleague, Elizabeth Chand is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering the Central Region. In this capacity, Elizabeth provides specialized expertise to Financial Advisors and their UHNW clients, educating and advising across a broad spectrum of family wealth management concerns, including customized asset allocation and portfolio construction, strategic estate and financial planning, philanthropy management, family governance, wealth education and lifestyle advisory.
Although certain professionals may be admitted attorneys, these professionals holding legal degrees act purely in a non-representative capacity. Morgan Stanley, and its affiliates, its Private Wealth Advisors/Financial
Advisors and other employees do not provide tax or legal advice. You should consult your own tax advisor for matters involving taxation and tax planning and your attorney for matters involving trusts and estate
planning.
Family Office Resources GeneralistsAlthough certain professionals may be admitted attorneys, these professionals holding legal degrees act purely in a non-representative capacity. Morgan Stanley, and its affiliates, its Private Wealth Advisors/Financial
Advisors and other employees do not provide tax or legal advice. You should consult your own tax advisor for matters involving taxation and tax planning and your attorney for matters involving trusts and estate
planning.
2025 Tax Tables
This helpful resource outlines the 2024 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Access the 2025 Tax TablesOur Clients And Capabilities
Executive Financial Services
Complex regulations around the trading of company stock can be difficult to navigate and time-consuming for even the most seasoned of executives. We have the experience and resources to help your executive team navigate these challenges, providing, white-glove service from dedicated teams filled with seasoned professionals. In addition, Morgan Stanley has Ranked #1 in Rule 144 and 10b5-1 Transaction Services over the last 16 Years. (2005-2020)*
Our professionals will work with your plan administrators and legal team to create a streamlined trading process, seeking to provide your executives a clear path to liquidity. As advisors in the equity compensation plan space, our team also has the ability to leverage industry best practices to help maximize the impact of your plan.
*Reprinted with the permission of The Washington Service. 301-913-5100, www.washingtonservice.com. The Washington Service tracks insider trading information filed with the Securities and Exchange Commission. The above data is compiled by The Washington Service from Form 144 filings in the period from 2/1/2005 to 12/31/2020; ranking is based on aggregate data for this period.
Our professionals will work with your plan administrators and legal team to create a streamlined trading process, seeking to provide your executives a clear path to liquidity. As advisors in the equity compensation plan space, our team also has the ability to leverage industry best practices to help maximize the impact of your plan.
*Reprinted with the permission of The Washington Service. 301-913-5100, www.washingtonservice.com. The Washington Service tracks insider trading information filed with the Securities and Exchange Commission. The above data is compiled by The Washington Service from Form 144 filings in the period from 2/1/2005 to 12/31/2020; ranking is based on aggregate data for this period.
Solutions For The Organization, Founders and Employees
• Stock Plan Services
• Corporate Cash Management
• Corporate Retirement Services
• Non-Qualified Deferred Compensation Plans
• Investment Banking
• Cash Management and Lending
• Insurance Needs for Business Owners
• Third-Party Resources
• Financial Planning
• 10b5-1 Plans
• Tax-Efficient Pre-Liquidity Planning
• Philanthropic and Gifting Strategies
• Family Wealth Transfer Plans
• Managing Concentrated Positions
• Cash Flow Requirements in Retirement
• Insurance Needs
• Long-Term Care
Disclaimer:
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Solutions For The Organization• Corporate Cash Management
• Corporate Retirement Services
• Non-Qualified Deferred Compensation Plans
• Investment Banking
• Cash Management and Lending
• Insurance Needs for Business Owners
• Third-Party Resources
• Financial Planning
• 10b5-1 Plans
• Tax-Efficient Pre-Liquidity Planning
• Philanthropic and Gifting Strategies
• Family Wealth Transfer Plans
• Managing Concentrated Positions
• Cash Flow Requirements in Retirement
• Insurance Needs
• Long-Term Care
Disclaimer:
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Giving Back
Miracle for Kids
Noel Wickwar: Board Member Mar 2021 - Present
Noel is a board member for Miracles for Kids, an organization that provides monthly financial assistance, subsidized housing, mental health services and wellness activities to low-income families with a critically ill child.
Noel is a board member for Miracles for Kids, an organization that provides monthly financial assistance, subsidized housing, mental health services and wellness activities to low-income families with a critically ill child.
Denver Kids
Noel Wickwar: Board of Directors 2004 - Present
Noel serves on the board of directors of Denver Kids, an organization that empowers students to positively shape their lives, successfully complete high school, and pursue post-secondary options. In 2012, Noel received the Denver Kids Community Impact Award for his outstanding charitable work in raising money for Denver's Youth and mentorship programs. He has helped raise several million dollars and is a major sponsor for the organization efforts that have included founding a Gala that has grown from 30 clients in its first year to over 600 guests annually. Noel has also mentored a student for the last six years.
Noel serves on the board of directors of Denver Kids, an organization that empowers students to positively shape their lives, successfully complete high school, and pursue post-secondary options. In 2012, Noel received the Denver Kids Community Impact Award for his outstanding charitable work in raising money for Denver's Youth and mentorship programs. He has helped raise several million dollars and is a major sponsor for the organization efforts that have included founding a Gala that has grown from 30 clients in its first year to over 600 guests annually. Noel has also mentored a student for the last six years.
Freedom Service Dogs
Noel Wickwar: Board Member Jun 2020 - Present
Noel is a board member of Freedom Service Dogs of America (FSD) and has sponsored several events for the organization, including clay shoots and Galas. FSD transforms lives by partnering people with custom-trained assistance dogs.
Noel is a board member of Freedom Service Dogs of America (FSD) and has sponsored several events for the organization, including clay shoots and Galas. FSD transforms lives by partnering people with custom-trained assistance dogs.
Texas Exes Rocky Mountain Chapter
Christian Hiles: President 2019 - Present
Christian is a part of the Ex-Students' Association of The University of Texas, the association of former students of the University of Texas at Austin. One of the largest alumni associations, the organization provides scholarships for incoming freshman students from Colorado and Wyoming to attend the University of Texas and fulfills philanthropic needs to people all over the world.
Christian is a part of the Ex-Students' Association of The University of Texas, the association of former students of the University of Texas at Austin. One of the largest alumni associations, the organization provides scholarships for incoming freshman students from Colorado and Wyoming to attend the University of Texas and fulfills philanthropic needs to people all over the world.
The Challenge Foundation
Schuyler Grey III
Schuyler is a member of The Challenge Foundation. The Challenge Foundation helps smart, ambitious, and hard-working students break the cycle of poverty through educational opportunities. Challenge takes a whole-student approach, awarding tuition scholarships and individualized support services to students from underserved communities.
Learn MoreSchuyler is a member of The Challenge Foundation. The Challenge Foundation helps smart, ambitious, and hard-working students break the cycle of poverty through educational opportunities. Challenge takes a whole-student approach, awarding tuition scholarships and individualized support services to students from underserved communities.
Location
1550 Market St
Suite 600
Denver, CO 80202
US
Direct:
(303) 595-2040(303) 595-2040
Meet The Denver Larimer Group
Vice President, Financial Advisor, Portfolio Manager, Alternative Investments Director, Financial Planning Specialist
Phone:
(303) 572-4072(303) 572-4072
Robert Brezen
Registered Associate
Phone:
(303) 572-4059(303) 572-4059
Cameron C. Sisbarro
Client Service Associate
Phone:
(303) 572-4025(303) 572-4025
About Noel Wickwar
A co-founder of the Denver Larimer Group at Morgan Stanley, Noel provides a comprehensive road map to help high-achieving individuals and their families achieve financial success. He has spent nearly his entire career working with C-suite executives, business owners and their families.
Noel’s areas of concentration include portfolio construction, equity compensation, concentrated stock strategies, complex estate planning strategies and retirement planning.
Prior to joining Morgan Stanley in 2008, Noel spent five years at Merrill Lynch after earning a Bachelor of Science degree from Colorado State University. His Senior Portfolio Manager designation enables him to actively manage investments for his clients. He also holds the title of Alternative Investments Director, attesting to his knowledge and experience in that area.
A strong advocate for community involvement, Noel is a board member for Freedom Service Dogs and Miracles for Kids in Southern California. He, his wife and their two Borderdoodles enjoy the outdoors, especially running in Denver’s beautiful parks.
Noel’s areas of concentration include portfolio construction, equity compensation, concentrated stock strategies, complex estate planning strategies and retirement planning.
Prior to joining Morgan Stanley in 2008, Noel spent five years at Merrill Lynch after earning a Bachelor of Science degree from Colorado State University. His Senior Portfolio Manager designation enables him to actively manage investments for his clients. He also holds the title of Alternative Investments Director, attesting to his knowledge and experience in that area.
A strong advocate for community involvement, Noel is a board member for Freedom Service Dogs and Miracles for Kids in Southern California. He, his wife and their two Borderdoodles enjoy the outdoors, especially running in Denver’s beautiful parks.
Securities Agent: CT, AR, MT, ME, TN, SC, NH, NC, GA, CA, WY, MD, IL, HI, PA, OH, NY, NV, MA, AK, IA, FL, CO, OR, KY, KS, AZ, VA, ID, WA, TX, RI, OK, NM, MO, MI, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1285086
NMLS#: 1285086
About Christian Hiles
Christian Hiles is a seasoned wealth management advisor of the Denver Larimer Group at Morgan Stanley. With over 20 years of experience advising executives, business owners, and institutions, Christian is known for his client-centric approach that combines sophisticated financial strategies with a commitment to understanding each client’s unique situation.
Christian is recognized for his ability to create and implement tailored solutions that address investment management, portfolio analysis, tax efficiency, retirement planning, and estate strategies—all with a focus on minimizing risk and maximizing long-term wealth. His exclusive, hands-on approach ensures that every client, whether individual or institutional, benefits from the personalized attention and tailored guidance typically reserved for the most influential investors, handling some of the most complex and substantial portfolios.
As a testament to his success and influence in the industry, Christian has been recognized by Forbes as part of the Best-in-State Wealth Management Team. Over the course of his career, he has managed billions of dollars, guiding clients through complex financial decisions with precision and care.
Christian holds a Bachelor of Arts in Journalism and Business Foundations from the University of Texas at Austin and has earned a financial planning credential alongside his Portfolio Manager designation. He is also an Alternative Investments Director at Morgan Stanley, a designation given to an exclusive group of advisors who serve as an ambassador for the asset class within the firm.
When he's not helping clients build wealth, Christian is deeply involved in his community as he is a member of The Rocky Mountain Texas Exes (no longer president), a committee member for Denver Faces of Freedom, and a member of the Denver Council of Foreign Relations. He and his wife, along with their two dogs, enjoy traveling, snow sports, and fly fishing.
Christian is recognized for his ability to create and implement tailored solutions that address investment management, portfolio analysis, tax efficiency, retirement planning, and estate strategies—all with a focus on minimizing risk and maximizing long-term wealth. His exclusive, hands-on approach ensures that every client, whether individual or institutional, benefits from the personalized attention and tailored guidance typically reserved for the most influential investors, handling some of the most complex and substantial portfolios.
As a testament to his success and influence in the industry, Christian has been recognized by Forbes as part of the Best-in-State Wealth Management Team. Over the course of his career, he has managed billions of dollars, guiding clients through complex financial decisions with precision and care.
Christian holds a Bachelor of Arts in Journalism and Business Foundations from the University of Texas at Austin and has earned a financial planning credential alongside his Portfolio Manager designation. He is also an Alternative Investments Director at Morgan Stanley, a designation given to an exclusive group of advisors who serve as an ambassador for the asset class within the firm.
When he's not helping clients build wealth, Christian is deeply involved in his community as he is a member of The Rocky Mountain Texas Exes (no longer president), a committee member for Denver Faces of Freedom, and a member of the Denver Council of Foreign Relations. He and his wife, along with their two dogs, enjoy traveling, snow sports, and fly fishing.
Securities Agent: ID, WA, RI, IL, MD, LA, GA, FL, CO, OH, NY, KY, CT, TX, TN, OK, NV, MO, ME, MA, HI, WY, VA, NM, CA, PA, MI, SC, NC, MT, KS, IA, OR, AZ, AR, AK, NH, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1517466
CA Insurance License #: Insurance Lic# 4008227
NMLS#: 1517466
CA Insurance License #: Insurance Lic# 4008227
About Robert Brezen
Robert Brezen has over 14 years of experience in the financial industry. Robert relocated to Denver in 2013 from New York to create a better life for his family. He is a proud father to a five-year old boy named Tripp. Robert is passionate about delivering a world class customer experience. Whether it is a small operational need or intricate support throughout life's greatest transitions, he is efficient and prompt. Robert is always available to answer client questions and assist them in the wide range of services Morgan Stanley offers. Robert holds multiple licenses - series 7, 63, and 66.
In Robert’s free time, he loves spending as much time as he can with his son. He also enjoys the great outdoors from skiing in the winter time to camping, hiking, kayaking, fishing, and hunting in the summer and fall.
In Robert’s free time, he loves spending as much time as he can with his son. He also enjoys the great outdoors from skiing in the winter time to camping, hiking, kayaking, fishing, and hunting in the summer and fall.
About Cameron C. Sisbarro
Cameron started with Morgan Stanley in June of 2023, and has passed the Securities Industry Exam. He is very excited to continue his development as a team member with the Denver Larimer Group.
In his free time, Cameron enjoys traveling abroad, running, and all of the outdoor activities that Colorado has to offer. He is also honored to be involved with Freedom Service Dogs of America, as well as The St. Jude Children's Research Hospital.
In his free time, Cameron enjoys traveling abroad, running, and all of the outdoor activities that Colorado has to offer. He is also honored to be involved with Freedom Service Dogs of America, as well as The St. Jude Children's Research Hospital.
Contact Noel Wickwar
Contact Christian Hiles
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
Matt Parkin, CFP®, CWS®, CTFA®
Financial Planning Director, Vice President
Elizabeth Chand
Family Office Resources Generalist
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
About Matt Parkin
Matt Parkin is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Colorado overseeing office locations Colorado, Wyoming and Utah. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Matt began his career in financial services in 2008 and joined Morgan Stanley in 2021. Prior to his current position, he was a financial planner for the Wealth Strategies Group with Charles Schwab Corporation.
Matt attained his undergraduate degree from the University of Denver and an MBA in Finance and Accounting from Regis University. Matt holds his CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist® designations. Matt lives in Denver, Colorado. Outside of work, Matt enjoys spending time with his family and staying active outside. Matt is an avid golfer and volunteers at the First Tee Program.
Matt began his career in financial services in 2008 and joined Morgan Stanley in 2021. Prior to his current position, he was a financial planner for the Wealth Strategies Group with Charles Schwab Corporation.
Matt attained his undergraduate degree from the University of Denver and an MBA in Finance and Accounting from Regis University. Matt holds his CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist® designations. Matt lives in Denver, Colorado. Outside of work, Matt enjoys spending time with his family and staying active outside. Matt is an avid golfer and volunteers at the First Tee Program.
About Elizabeth Chand
Elizabeth Chand leads the Family Office Resource Generalist team and also covers the Central Region. As a FOR Generalist Elizabeth provides specialized expertise to Financial Advisors and their UHNW clients, educating and advising across a broad spectrum of family wealth management concerns, including family legacy and governance, customized wealth education for the next generation, lifestyle advisory and concierge services, strategic estate and financial planning, and philanthropy management.
Most recently, Elizabeth worked with New York Life in their Advanced Planning Group. She worked with agents and their UHNW clients to advise them on issues of estate and legacy planning as well as business succession planning. Prior to New York Life she ran a boutique estate planning law firm in Southern California working with high net worth families and businesses. Her practice focused exclusively on trusts and estates, probate, trust administration and tax. She has over 15 years of experience as an attorney representing individuals and business clients in connection with the development and implementation of sophisticated estate planning strategies and techniques.
Elizabeth holds a Bachelor of Arts and Master of Science degrees from the University of Pennsylvania and her J.D. degree from Chapman University School of Law where she graduated Cum Laude. Elizabeth also holds her Series 7, 66 and 24 securities licenses. Elizabeth lives in the Dallas, TX area with her husband, four daughters and dog Zoe.
Most recently, Elizabeth worked with New York Life in their Advanced Planning Group. She worked with agents and their UHNW clients to advise them on issues of estate and legacy planning as well as business succession planning. Prior to New York Life she ran a boutique estate planning law firm in Southern California working with high net worth families and businesses. Her practice focused exclusively on trusts and estates, probate, trust administration and tax. She has over 15 years of experience as an attorney representing individuals and business clients in connection with the development and implementation of sophisticated estate planning strategies and techniques.
Elizabeth holds a Bachelor of Arts and Master of Science degrees from the University of Pennsylvania and her J.D. degree from Chapman University School of Law where she graduated Cum Laude. Elizabeth also holds her Series 7, 66 and 24 securities licenses. Elizabeth lives in the Dallas, TX area with her husband, four daughters and dog Zoe.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Denver Larimer Group today.
1Morgan 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.
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 or 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 legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
4Morgan 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.
5Products 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.
Morgan 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.
6Morgan 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.
Morgan 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.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
10Morgan 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.
11Morgan 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
12The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
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 or 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 legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
4Morgan 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.
5Products 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.
Morgan 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.
6Morgan 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.
Morgan 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.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
10Morgan 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.
11Morgan 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
12The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
