Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Director, Alternative Investments Director, Senior Portfolio Manager, Workplace Advisor - Equity Compensation, Lending Specialist
Phone:
(303) 595-2040(303) 595-2040
Our Mission Statement
Our focus is to help you make confident decisions about your wealth, your family’s future, and the goals and values that you want to carry forward.
Through boutique-level service, personalized advice, and access to Morgan Stanley’s global resources, we help you turn today’s success into a lasting legacy.
Through boutique-level service, personalized advice, and access to Morgan Stanley’s global resources, we help you turn today’s success into a lasting legacy.
Welcome
Built Around Your Wealth. Focused on Your Family. Designed for Your Legacy.
Meaningful success often brings meaningful complexity. The decisions that follow become more interconnected, more consequential, and more personal. At The Denver Larimer Group, we help bring clarity to that complexity, serving as a methodical advisory team for families and leaders whose financial lives call for more than investment advice.
With over 50 years of combined experience, our team delivers holistic, personalized guidance crafted to simplify decision-making and align your financial choices with your long-term goals. We provide disciplined investment strategies across public and private markets and help address client needs through access to Morgan Stanley’s cash management, personal lending, and commercial lending solutions.
Your financial needs extend beyond investments, and our commitment is tailored to meet that broader vision. Whether you are planning for future generations, evaluating liquidity events, or pursuing new opportunities, we help bring structure, insight, and execution to each step of the process. We collaborate with the professionals you already trust to help deliver a coordinated wealth management experience.
We aim to achieve strong outcomes through long-term, meaningful relationships. We are committed to delivering the strategies, service, and guidance designed to help you pursue your financial and lifestyle goals, and to help preserve the legacy you are building.
Meaningful success often brings meaningful complexity. The decisions that follow become more interconnected, more consequential, and more personal. At The Denver Larimer Group, we help bring clarity to that complexity, serving as a methodical advisory team for families and leaders whose financial lives call for more than investment advice.
With over 50 years of combined experience, our team delivers holistic, personalized guidance crafted to simplify decision-making and align your financial choices with your long-term goals. We provide disciplined investment strategies across public and private markets and help address client needs through access to Morgan Stanley’s cash management, personal lending, and commercial lending solutions.
Your financial needs extend beyond investments, and our commitment is tailored to meet that broader vision. Whether you are planning for future generations, evaluating liquidity events, or pursuing new opportunities, we help bring structure, insight, and execution to each step of the process. We collaborate with the professionals you already trust to help deliver a coordinated wealth management experience.
We aim to achieve strong outcomes through long-term, meaningful relationships. We are committed to delivering the strategies, service, and guidance designed to help you pursue your financial and lifestyle goals, and to help preserve the legacy you are building.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Denver Larimer Group offers a comprehensive suite of wealth management services designed to support the many dimensions of your financial life.
Our team helps clients develop personalized strategies across investment management, retirement planning, cash management and lending, risk analysis and legacy planning. As Workplace Advisors, we also provide guidance around equity compensation, helping you understand how company stock and awards may fit into your broader financial plan.
Our team helps clients develop personalized strategies across investment management, retirement planning, cash management and lending, risk analysis and legacy planning. As Workplace Advisors, we also provide guidance around equity compensation, helping you understand how company stock and awards may fit into your broader financial plan.
Wealth Management
At Morgan Stanley Wealth Management, we have access to vast resources, combined with our unique capabilities, helps us to support your goals at various life stages. We provide a range of strategies to meet you where you are—no matter your starting point or preferred investing approach. We understand that as family or institutional wealth increases, the implementation of investment strategies becomes increasingly complex and portfolios require monitoring to remain within intended parameters.
Learn More About Our Wealth Management Services
Workplace Advisors - Equity Compensation
As the administrator of your company's equity compensation plan, we focus on helping you to manage your awards effectively. We are here to provide easy access to your account, answer questions about your awards and handle your transactions conveniently. We help build your financial insights through advice, thoughtful education and access to advanced technology across a suite of workplace solutions.
Learn More About Equity Compensation
Cash Management & Lending
As a client, you can have access to a suite of cash management and lending solutions as an alternative to a traditional bank. Through your Morgan Stanley Active Assets Account or CashPlus Brokerage Account, you can access a full suite of Cash Management and Lending Solutions to help you manage your everyday finances. Additionally, we're may be able to provide qualified clients with financing strategies for some of your personal or business needs using the eligible securities in your brokerage account as collateral for a flexible line of credit.
Stock Plan Connect
Equity compensation can be an important part of your company's benefits. Learn how to access your awards and ways to manage your assets.
Log In to Your Account
Retirement Planning
We are here to help you create a well-rounded planning approach for retirement and create your estate planning strategy designed to help you in preserving, managing, and distributing your assets during and after your lifetime, while considering tax mitigation. We are here to assist you in managing your employer's retirement plan (i.e. 401(k) plan), help to identify your personal goals, evaluate your progress as you work towards your financial goals and work together to create a customized plan.
View Insights on Retirement Planning
Tax Resources at Your Fingertips
We understand that taxes may feel overwhelming, especially when equity compensation is involved. That’s why we’ve gathered helpful information for you in one place.
Learn More Here
Risk Analysis
We take a holistic approach to helping you understand your financial picture by identifying potential risk outliers and evaluating the potential impact of market scenarios. We may use Morgan Stanley’s Portfolio Risk Tool and integrated risk analytics to help provide risk insights across a range of factors. The tool can help analyze a portfolio, including certain assets held elsewhere, to help identify and better understand potential risks.
Covered Call Writing
Our team offers covered call writing strategies, which may provide additional opportunities beyond a traditional portfolio, but may not be appropriate for all investors. To learn more, please speak with a member of our team.
Lifestyle Advisory
Curated resources, integrated guidance and coordinated support—helping make everyday moments more meaningful.
Learn More About Lifestyle Advisory
Options Overlay
An options overlay strategy may help manage risk and provide the potential for enhanced returns on your existing portfolio, but may not be appropriate for all investors. Speak with a team member to learn more about options overlay strategies.
Giving Back
Miracles 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 Member 2004-2021, Current Youth Volunteer
Noel is a youth mentor at 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's 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 is a youth mentor at 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's 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: Member 1999 - 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.
GB3 Foundation
Noel Wickwar: Board Member 2025 - Present
Noel is dedicated to advancing fundraising and marketing initiatives to support GB3’s mission of empowering children and youth with learning disabilities. By focusing on educational strategies, spiritual and mental well-being, and physical health, GB3 equips young individuals with the tools they need to achieve their dreams. In addition to these efforts, Noel plays a pivotal role in organizing and advising on events that bolster the organization’s fundraising activities, serving as a key member of the advisory board.
Noel is dedicated to advancing fundraising and marketing initiatives to support GB3’s mission of empowering children and youth with learning disabilities. By focusing on educational strategies, spiritual and mental well-being, and physical health, GB3 equips young individuals with the tools they need to achieve their dreams. In addition to these efforts, Noel plays a pivotal role in organizing and advising on events that bolster the organization’s fundraising activities, serving as a key member of the advisory board.
At The Denver Larimer Group, we believe informed decisions begin with clear information. We leverage Morgan Stanley’s digital capabilities to help organize, analyze and communicate complex financial concepts in a more accessible way. In addition, we share market perspectives, educational content and resources related to the firm’s offerings to help support your broader financial planning conversations.
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership, timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio Insights
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
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Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
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Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Platform
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
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Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit Our Security Center
On The Markets Monthly Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read "On The Markets" Here
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen to "Thoughts on the Market" Here
2026 Tax Tables
This helpful resource outlines the 2026 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 2026 Tax Tables
What Market Volatility Means for Your Equity Compensation
When market conditions are turbulent, you might wonder what, if any, action to take with your company stock. Here are some considerations to help you keep a long-term focus.
Learn More HereDesignations
CEPA® - Certified Exit Planning Advisor (Christian Hiles, Anthony Satriano)
The CEPA credential is for advisors who want to engage more business owners. This credential enhances the advisor's ability to work with business owners and have conversations that add value around the topics of growth and exit.
Alternative Investments Director (Noel Wickwar, Christian Hiles)
This designation honors Morgan Stanley’s Financial Advisors who have significant experience in alternative investments and meet the program’s rigorous standards. This designation positions advisors to provide valuable guidance and insights into alternative asset classes and Morgan Stanley’s differentiated strategies available to eligible clients.
Senior Portfolio Manager (Noel Wickwar)
Senior Portfolio Manager status reflects a Financial Advisor’s experience and qualifications in delivering personalized discretionary portfolio management through Morgan Stanley’s Portfolio Management program. Senior Portfolio Managers have met the Firm’s eligibility standards and maintain the designation through ongoing review, underscoring their ability to help clients pursue investment objectives through customized portfolio construction and management.
Portfolio Manager (Christian Hiles)
Portfolio Manager status reflects a Financial Advisor’s qualifications to manage eligible investment advisory accounts on a discretionary basis through Morgan Stanley’s Portfolio Management program. Portfolio Managers deliver personalized portfolio construction and ongoing investment management designed to align with each client’s goals, risk tolerance, and broader financial strategy.
FWD - Family Wealth Director (Noel Wickwar)
The Family Wealth Director designation within Morgan Stanley is awarded to a highly trained group of select Financial Advisors serving an elite clientele facing more complex wealth management challenges. Family Wealth Directors within Morgan Stanley have extensive experience, rigorous training and the resources to address planning for ultra-high net worth families in the areas of wealth transfer, business succession planning, asset preservation strategies, family governance and wealth education.
QPFC - Qualified Plan Financial Consultant (Christian Hiles)
An industry designation for licensed financial professionals who sell, advise, market, or support qualified retirement plans. The QPFC program provides thorough training and emphasizes fiduciary responsibility, regulatory compliance, and best practices in plan management.
Work place advisor Equity Compensation (Noel Wickwar, Anthony Satriano, Christian Hiles)
This designation reflects specialized experience helping workplace participants understand their equity compensation and how company stock plan benefits may fit into their broader financial goals, including planning around vesting events, diversification, liquidity, and long-term wealth management.
Lending Specialist (Noel Wickwar, Christian Hiles)
This designation reflects specialized experience helping clients evaluate lending and liquidity strategies that may support their broader financial goals, including planning around borrowing needs, credit solutions, cash flow flexibility, and balance sheet management.
Financial Planning Specialist (Christian Hiles)
This designation reflects specialized experience helping clients develop comprehensive financial plans that align with their broader goals, including planning around retirement, cash flow, investments, education funding, risk management, and legacy considerations.
Location
1550 Market St
Suite 600
Denver, CO 80202
US
Direct:
(303) 595-2040(303) 595-2040
Meet The Denver Larimer Group
First Vice President, Wealth Management, Financial Advisor, Portfolio Manager, Alternative Investments Director, Financial Planning Specialist, Lending Specialist, Workplace Advisor - Equity Compensation
Phone:
(303) 572-4072(303) 572-4072
Robert Brezen
Registered Associate
Phone:
(303) 572-4059(303) 572-4059
Cameron C. Sisbarro
Registered Client Service Associate, Financial Planning Specialist
Phone:
(303) 572-4025(303) 572-4025
About Noel Wickwar
Noel Wickwar is a Senior Vice President and Financial Advisor with the Denver Larimer Group at Morgan Stanley. As a Family Wealth Director, Noel is part of a highly trained, select group of Morgan Stanley Financial Advisors recognized for their experience serving affluent families and addressing the complex planning needs that often accompany significant wealth. With nearly two decades of experience, he concentrates on managing substantial portfolios for high-net-worth individuals, C-suite executives, and business owners, providing customized financial strategies designed to help grow, preserve, and optimize wealth.
Noel has built his approach around enduring client relationships, taking the time to understand each client’s goals, priorities, and evolving financial needs. Through a thoughtful, relationship-driven process, he provides tailored guidance across complex areas such as equity compensation, concentrated stock strategies, estate planning strategies, and retirement planning, helping clients navigate both wealth accumulation and preservation throughout various life stages.
Before joining Morgan Stanley, Noel spent five years at Merrill Lynch and earned a Bachelor of Science from Colorado State University. He is also an Alternative Investments Director at Morgan Stanley, a designation given to an exclusive group of advisors who serve as ambassadors for the asset class within the firm.
Outside of his professional work, Noel is committed to community service and serves on the boards of Freedom Service Dogs, The Garret Bolles Foundation, and Miracles for Kids. He enjoys spending time outdoors with his wife and their two Border Doodles, exploring the parks and trails of Denver.
Noel has built his approach around enduring client relationships, taking the time to understand each client’s goals, priorities, and evolving financial needs. Through a thoughtful, relationship-driven process, he provides tailored guidance across complex areas such as equity compensation, concentrated stock strategies, estate planning strategies, and retirement planning, helping clients navigate both wealth accumulation and preservation throughout various life stages.
Before joining Morgan Stanley, Noel spent five years at Merrill Lynch and earned a Bachelor of Science from Colorado State University. He is also an Alternative Investments Director at Morgan Stanley, a designation given to an exclusive group of advisors who serve as ambassadors for the asset class within the firm.
Outside of his professional work, Noel is committed to community service and serves on the boards of Freedom Service Dogs, The Garret Bolles Foundation, and Miracles for Kids. He enjoys spending time outdoors with his wife and their two Border Doodles, exploring the parks and trails of Denver.
Securities Agent: SD, MT, MN, ME, WY, MD, IL, HI, UT, PA, OH, NY, NV, MA, AK, IA, FL, CO, OR, MS, KY, KS, AZ, WI, TN, SC, NH, NC, GA, CA, NJ, AL, VA, ID, WA, TX, RI, OK, NM, MO, MI, DE, CT, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1285086
NMLS#: 1285086
About Christian Hiles
Christian Hiles has worked in asset management on both the institutional and individual side since 1998, managing assets for high-net-worth individuals and families, executives, business owners, and institutions. As a Financial Advisor, he designs and implements sophisticated, customized strategies spanning investment management, risk tolerance, portfolio analysis, tax efficiency, insurance needs, retirement and estate planning strategies, and personalized lending solutions through Morgan Stanley. His goal is to deliver a family service experience that exceeds each client’s needs and expectations.
Christian earned a Bachelor of Journalism in Public Relations and Business Foundations from the University of Texas at Austin. He also holds the CEPA designation, supporting business owners in planning for a successful transition out of their business.
Outside of work, Christian is married and has two dogs. He is committed to giving back to the community, and is a member of the Rocky Mountain Texas Exes, serves on the committee for Denver Faces of Freedom Service Dogs, and is a member of the Denver Council on Foreign Relations and the Alliance for Mergers & Acquisition Advisors.
Christian earned a Bachelor of Journalism in Public Relations and Business Foundations from the University of Texas at Austin. He also holds the CEPA designation, supporting business owners in planning for a successful transition out of their business.
Outside of work, Christian is married and has two dogs. He is committed to giving back to the community, and is a member of the Rocky Mountain Texas Exes, serves on the committee for Denver Faces of Freedom Service Dogs, and is a member of the Denver Council on Foreign Relations and the Alliance for Mergers & Acquisition Advisors.
Securities Agent: WA, DE, OH, NY, KY, CT, TX, TN, OK, NV, MO, ME, MA, HI, WY, VA, NM, MS, CA, PA, NJ, MI, WI, RI, IL, UT, MN, MD, LA, GA, SD, FL, CO, AL, SC, NC, MT, KS, IA, AZ, OR, ID, AR, AK, NH; 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 his son 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 and The Denver Larimer Group in June 2023 and has remained a dedicated member of the team since. He is very excited to continue his development with the team, as he recently graduated early from the University of Denver with a degree in International Studies and Business Information and Analytics. During this time, Cameron studied abroad in Salzburg, Austria, and Amsterdam, The Netherlands, where he took courses focused on International Wealth Management, Financial Policy, and Global Economics. Through his continued efforts, he was accepted into the esteemed Josef Korbel School of Global and Public Affairs, Master of International Studies program, ranked 13th in the world. He is pursuing a concentration in Global Economics and is excited to apply these experiences to further the goals and values of The Denver Larimer Group.
In his free time, Cameron enjoys spending time with his family, traveling abroad, running, and all the outdoor activities that Colorado has to offer. Cameron is a passionate community member and takes great pride in giving back to the Denver area. He is especially honored to be involved with Freedom Service Dogs of America, The Denver Council on Foreign Relations, The Denver Rescue Mission, and The St. Jude Children's Research Hospital.
In his free time, Cameron enjoys spending time with his family, traveling abroad, running, and all the outdoor activities that Colorado has to offer. Cameron is a passionate community member and takes great pride in giving back to the Denver area. He is especially honored to be involved with Freedom Service Dogs of America, The Denver Council on Foreign Relations, The Denver Rescue Mission, and The St. Jude Children's Research Hospital.
Contact Noel Wickwar
Contact Christian Hiles
Hear From Our Clients
"We’ve had such a great experience working with The Denver Larimer Group. Their team is incredibly responsive, always taking the time to answer our questions and walk us through decisions so we feel fully informed. The Team does an excellent job explaining things in a clear and thoughtful way. We truly feel confident and well taken care of with them managing our assets."
Katie
Verified ClientAugust 26, 2026
"I’ve worked with a few different firms and professional finance groups over the last 20 years. Morgan Stanley’s Denver Larimer Group is by far the best of all of them. They are well informed, easy to work with and very available. Through our years together, the Denver Larimer Group has helped me through some complex situations. Here’s the bottom line: Morgan Stanley’s Denver Larimer Group has been exceptionally helpful and has helped me learn and grow as an investor. We’ve become quite a team!"
Blair
Verified ClientAugust 26, 2026
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
5285589 3/2026
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
Nate Stumberg
Vice President
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 Nate Stumberg
Nate Stumberg is a vice president and financial planning director serving Morgan Stanley Wealth Management offices in Arizona, New Mexico, and El Paso, Texas. He is responsible for helping financial advisors with their clients’ and prospects’ financial planning needs.
Nate began his career in financial services in 2020 and joined Morgan Stanley in 2025. Prior to his current position, he served as a financial advisor at The Vanguard Group, where he worked closely with individuals and families to develop comprehensive financial plans and investment strategies. His work included retirement planning, tax-efficient investing, estate planning coordination, and long-term wealth management.
Nate graduated from the University of Arizona and holds his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®) designations . Nate lives in Scottsdale, Arizona with his wife, Lexi, and his dog, Auggie. When Nate is not at work, he appreciates making his way around a golf course, skiing, attending a Cardinals or Suns sports game, going to concerts, or simply being with friends and family.
Nate began his career in financial services in 2020 and joined Morgan Stanley in 2025. Prior to his current position, he served as a financial advisor at The Vanguard Group, where he worked closely with individuals and families to develop comprehensive financial plans and investment strategies. His work included retirement planning, tax-efficient investing, estate planning coordination, and long-term wealth management.
Nate graduated from the University of Arizona and holds his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®) designations . Nate lives in Scottsdale, Arizona with his wife, Lexi, and his dog, Auggie. When Nate is not at work, he appreciates making his way around a golf course, skiing, attending a Cardinals or Suns sports game, going to concerts, or simply being with friends and family.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
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.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
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.
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Denver Larimer Group today.
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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.
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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.
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The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
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CRC 4665150 (8/2025), 4763067 (9/2025)
