Our Story

The Denver Wealth Management Group strongly believes in comprehensive wealth management including investment management, liability management and financial planning. Having a strategic plan will help to ensure you are on track to meet your unique financial goals. We leverage the capabilities of Morgan Stanley’s global resources and our team based approach to provide clients with a wide variety of vehicles to help them achieve success.

Our team is positioned to provide you and your family with a superior experience. We strive to become the primary source of financial guidance for your family, providing you with comprehensive advice, financial direction, and risk management. We routinely review your current financial position and reevaluate your short term needs and long term goals. Our commitment is to you, to help ensure you and your family are on track towards financial success.

We invite you to explore our website to learn more about us as a team and what we do. If you would like to discuss your individual situation we are happy to sit down with you. To learn more, call or send an email. We are looking forward to working with you.
Services Include
  • 401(k) Rollovers
  • Alternative Investments1
  • Cash Management2
  • Endowments and Foundations3
  • Estate Planning Strategies4
  • Financial Planning5
  • Fixed Income6
  • Lending Products
  • Professional Portfolio Management7
  • Retirement Planning8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

5251 Dtc Parkway
Suite 1500
Greenwood Village, CO 80111
US
Direct:
(303) 925-9621(303) 925-9621
Toll-Free:
(800) 347-5099(800) 347-5099

Meet The Denver Wealth Management Group

About Me

Jeff Nelligan, CFP®
Senior Vice President – Wealth Management
Family Wealth Director
A fifth-generation Colorado native, Jeff is a Senior Vice President and Financial Advisor with Morgan Stanley and carries the firm’s Family Wealth Director designation, having satisfied rigorous accreditation and continuing education requirements.
With more than 20 years of wealth management experience at Morgan Stanley, Jeff provides highly customized advice, investment solutions, and wealth management services to high net worth individuals, business owners, foundations and endowments. He listens carefully to his clients’ goals, values, and concerns and works tirelessly to make a difference in their lives by providing holistic wealth management services with passion and integrity. Jeff has been honored in Colorado Biz Magazine and Denver’s 5280 magazine as a Five Star Wealth Manager from 2012-2015 and has been asked to offer his advice in several publications, both in print and online. 
A graduate of the University of San Diego with a Bachelor of Science degree in Business, Jeff has continued to invest in his education throughout his long and rewarding career at Morgan Stanley. In 2001, he earned the designation Certified Financial Planner®. Most recently, Jeff attained the prestigious Morgan Stanley designation of Family Wealth Director. This credential, achieved by less than two percent of the Morgan Stanley Financial Advisor population as of November 2015, places Jeff in a category of financial advisors who are qualified to service the sophisticated needs of ultra-high net worth clients.
Jeff currently resides in Denver with his wife, Alison, and their three children. He is active in the community, most notably as a member of the Board of Directors of the Metro Denver Boys and Girls Club. In his leisure time, he enjoys spending time with his family and friends, and particularly enjoys coaching, skiing, golfing, fishing, and travel.
Securities Agent: CO, WY, WI, WA, VA, UT, TX, SD, PA, OR, OK, OH, NY, NV, NM, NJ, NE, ND, NC, MT, MO, MI, MD, MA, LA, KS, IL, ID, IA, HI, GA, FL, DE, DC, CT, CA, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1272775

About Me

Timothy Hirst, Financial Advisor
Financial Planning Specialist – Wealth Management
Timothy Hirst helps individuals nearing retirement implement strategies that utilize a comprehensive approach to financial planning. He takes pride in helping clients approach their financial life with clarity and confidence.
Passionate about the investment business, Tim has served individuals preparing for a secure retirement for the past four years.  Since joining Morgan Stanley after earning his MBA in Finance at the University of Denver, Tim has worked with over 300 individuals on financial plans.  In addition to financial planning, he is skilled at assisting clients with insurance reviews, estate planning strategies, and cash management and lending solutions. 
Employing a multi-step consultative financial planning process to address clients’ most pressing financial challenges, Tim begins by listening to the client to discern their retirement spending priorities.   Next, a customized financial plan is recommended to help meet the client’s desired cash flow needs.  Tim believes this process keeps clients on track to meet their spending goals, rather than focusing on daily investment performance.  Tim is passionate about helping clients make their desires a reality. 
Tim is an energetic person enjoys taking advantage of the great weather and variety of activities available in Colorado.  In particular, he likes to road and mountain bike along with playing golf. 

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. 
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Securities Agent: TX, CO, WY, WI, WA, VA, UT, SD, PA, OR, OK, OH, NY, NV, NM, NJ, NE, ND, NC, MT, MO, MI, MD, MA, LA, KS, IL, ID, IA, HI, GA, FL, DE, DC, CT, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1273030

About Me

Shellee Conrardy – Financial Advisor
First Vice President – Wealth Management
Shellee began her career with United Bank of Denver on the Institutional Fixed Income Desk, working with state municipalities, local city and county offices, hospitals and local large corporations.   Following 7 years at United Bank, Shellee transitioned to Boettcher & Company, working with a well-respected Financial Advisor assisting with portfolio and investment management.  As the lead underwriter of new municipal bond issues, Boettcher & Company welcomed Shellee’s previous experience that led to her success working with her new clientele.  In addition to advising on the ongoing financial management needs, Shellee also worked with clients in making sure their transition into retirement and beyond went as smoothly as possible.  Shellee was able to cultivate relationships with the second and third generations, to make sure the legacy that was created was passed on, and to help assist them with their new set of responsibilities.  Shellee’s focus today still leans towards fixed income - helping clients preserve  their assets and generate income.  Shellee has worked in the industry for over 25 years and cherishes the relationships she’s been able to create.  In addition to her many years in the investment business, Shellee has been honored in Denver’s 5280 magazine as a Five Star Wealth Manager from 2012-2015.
Shellee is a native of Colorado, where she attended Fort Lewis College in Durango studying Business Administration and playing volleyball for the college.  She completed her degree in Finance from Regis University.  In her free time, Shellee works with Habitat for Humanity, Junior Achievement and has mentored high school students through the Colorado Youth at Risk program.  She has found this work very rewarding and continues to be an active participant in the local community.  Shellee’s hobbies include golf, volleyball, renovating her house and traveling.
Securities Agent: CO, WY, WI, WA, VA, UT, TX, SD, PA, OR, OK, OH, NY, NV, NM, NJ, NE, ND, NC, MT, MO, MI, MD, MA, LA, KS, IL, ID, IA, HI, GA, FL, DC, CT, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1279236

About Me

Tara Lusche, CFP® - Financial Advisor
Financial Planning Specialist – Wealth Management
Tara’s extensive knowledge in financial planning–retirement, estate, education and asset allocation–complements Jeff and Shellee’s experience to ensure that our group provides comprehensive financial planning to every one of our clients.  Tara has focused her talents on serving the investment needs of high-net-worth clients, responsible for designing and implementing retirement plans that help our clients attain the retirement lifestyle they desire.  She studied at Fort Hays State University and Metropolitan State College of Denver, graduating with a Bachelor of Science Degree in Finance.  Tara quickly recognized her passion for financial planning and investment management, holding various positions in the financial services industry for over 15 years.  She continued her education by pursuing and obtaining the Certified Financial Planning designation in 2009.
Tara enjoys volunteering her time in the community through several charities, including Adam’s Camp, United Way and the Bannock Youth Center.  She enjoys family time and outdoor activities at their cabin in Grand Lake, Colorado.
Securities Agent: CO, WY, WI, WA, VA, UT, TX, SD, PA, OR, OK, OH, NY, NV, NM, NJ, NE, ND, NC, MT, MO, MI, MD, MA, LA, KS, IL, ID, IA, HI, GA, FL, DC, CT, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1278915

About Me

Will is the newest addition to the Denver Wealth Management Group. After graduating with a degree in Business Administration from University of Southern California, Will lived and worked in Los Angeles for an additional year. He since has moved back to Denver to pursue a career in the financial services industry with the team.

Will enjoys being back in his hometown and enjoying all that the city has to offer.
Securities Agent: UT, CO, WY, WI, WA, VA, TX, TN, SD, PA, OR, OK, OH, NY, NV, NM, NJ, NE, ND, NC, MT, MO, MI, MD, MA, LA, KS, IL, ID, IA, HI, GA, FL, DE, DC, CT, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1710487

About Me

Lacy Henson
Senior Registered Associate
Lacy has been in the financial services industry for over 30 years 20 of those years with Morgan Stanley.  She loves personal contact with clients and provides detailed and prompt assistance from small operational needs to intricate support throughout life's greatest transitions.  Lacy specializes in welcoming new clients to our team, familiarizing them with our array of services, statement support, and online enrollment.  In addition to her high level of client service experience, Lacy also brings experience in operations management to the team.
Lacy is married to Wade and together they have two wonderful grown sons and two loving dogs.  In her spare time, she enjoys hiking, cross country skiing, and enjoying the beautiful Colorado seasons.

About Me

Michelle has spent her entire working career in the financial services industry.  She began with Shearson Lehman Hutton in 1989 where she worked in the Operations department for ten years before becoming a Registered Client Service Associate.      In 2006, she started with Morgan Stanley in the Denver Tech Center branch and joined the Denver Wealth Management Group in 2016 as a Portfolio Associate where she assists in supporting the team's administrative needs.  She is dedicated to delivering the highest level of customer service to each and every one of our clients. 

Michelle has a passion for animals and volunteers her time fostering rescue dogs until an adoptive family can be found.   She is an avid Denver Broncos fan who enjoys traveling and spending her free time with her family and friends. 
Investment and Market Perspectives

On the Markets

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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Access Morgan Stanley Online

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Ready to start a conversation? Contact The Denver Wealth Management Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

2Morgan 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

3Morgan 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.

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 and other legal matters.

5Morgan 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.

6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

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.

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 suitable 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”) 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.


CRC 2019752 10/2018