Catherine Coleman, CFA, CFP®
Senior Vice President, Wealth Management, Financial Advisor
Phone:
(303) 572-4085(303) 572-4085
The Elevage Group at Morgan Stanley
Our Mission Statement
We collaborate with and guide executives, high net worth families and individuals through a thorough financial planning process to define goals, efficiently manage assets and help bring dreams to life.
Our Story
Welcome to our page! We are The Elevage Group. What is Elevage? We’re so glad you asked.
Elevage is the process of transforming grapes into wine. Of course, the quality of the grape matters when making wine, but it is with the skilled hand of the vintner that the grape’s full potential is realized.
Much like the vintner’s creative and careful approach elevates the simple grape, we believe that over time, a thoughtful and collaborative approach with our clients can potentially result in a refined transformation of their financial lives.
We’re humbled by the fact that many families and individuals who come to us for guidance have been personally introduced by one of our existing clients or by another trusted advisor. Regardless of how you landed on our page and what is driving your curiosity to learn more about our team, we’re glad you’re here.
We think that because our practice is client-centered, the best possible way to learn more about us is to learn more about whom we serve.
We work with high net-worth families and individuals who are ambitious and making progress towards living their best lives. They’re goal-oriented, and we help them feel empowered through the process of working with a team to articulate and quantify those goals.
Our clients often come to us at the height of a busy career or a life transition and are looking for a trusted advisor to whom they can delegate the crucial work of helping keep their finances in line with their dreams. Sometimes this is an exciting event like the sale of a business or taking their company public; other times we are brought in to help work through a difficult transition, like a divorce. Whatever is prompting the desire to seek our counsel, we work through change with our clients to help them see their new futures more clearly.
In addition, for many of the clients we work with, living their best lives means using their resources to support causes that bring their lives meaning. This can be as simple as leveraging Environmental, Social, and Governance (ESG) analytics when constructing their portfolio to highly customized charitable gifting strategies. We’re inspired by our clients who wish to make a positive impact and are motivated to allow us to help add our energy behind supporting their vision.
Our individual pages provide more detail on our backgrounds and personal passions. We look forward to the opportunity to connect with you.
Disclaimer:
ESG investments in a portfolio may experience performance that is lower or higher than a portfolio not employing such practices. Portfolios with ESG restrictions and strategies as well as ESG investments will not be able to take advantage of the same opportunities or market trends as portfolios where ESG criteria is not applied. There are inconsistent ESG definitions and criteria within the industry, as well as multiple ESG ratings providers that provide ESG ratings of the same subject companies and/or securities that vary among the providers. Certain issuers of investments including may have differing and inconsistent views concerning ESG criteria where the ESG claims made in offering documents or other literature may overstate ESG impact. As a result, it is difficult to compare ESG investment products.
There is no assurance that an ESG investing strategy or techniques employed will be successful. Past performance is not a guarantee or a dependable measure of future results.
Elevage is the process of transforming grapes into wine. Of course, the quality of the grape matters when making wine, but it is with the skilled hand of the vintner that the grape’s full potential is realized.
Much like the vintner’s creative and careful approach elevates the simple grape, we believe that over time, a thoughtful and collaborative approach with our clients can potentially result in a refined transformation of their financial lives.
We’re humbled by the fact that many families and individuals who come to us for guidance have been personally introduced by one of our existing clients or by another trusted advisor. Regardless of how you landed on our page and what is driving your curiosity to learn more about our team, we’re glad you’re here.
We think that because our practice is client-centered, the best possible way to learn more about us is to learn more about whom we serve.
We work with high net-worth families and individuals who are ambitious and making progress towards living their best lives. They’re goal-oriented, and we help them feel empowered through the process of working with a team to articulate and quantify those goals.
Our clients often come to us at the height of a busy career or a life transition and are looking for a trusted advisor to whom they can delegate the crucial work of helping keep their finances in line with their dreams. Sometimes this is an exciting event like the sale of a business or taking their company public; other times we are brought in to help work through a difficult transition, like a divorce. Whatever is prompting the desire to seek our counsel, we work through change with our clients to help them see their new futures more clearly.
In addition, for many of the clients we work with, living their best lives means using their resources to support causes that bring their lives meaning. This can be as simple as leveraging Environmental, Social, and Governance (ESG) analytics when constructing their portfolio to highly customized charitable gifting strategies. We’re inspired by our clients who wish to make a positive impact and are motivated to allow us to help add our energy behind supporting their vision.
Our individual pages provide more detail on our backgrounds and personal passions. We look forward to the opportunity to connect with you.
Disclaimer:
ESG investments in a portfolio may experience performance that is lower or higher than a portfolio not employing such practices. Portfolios with ESG restrictions and strategies as well as ESG investments will not be able to take advantage of the same opportunities or market trends as portfolios where ESG criteria is not applied. There are inconsistent ESG definitions and criteria within the industry, as well as multiple ESG ratings providers that provide ESG ratings of the same subject companies and/or securities that vary among the providers. Certain issuers of investments including may have differing and inconsistent views concerning ESG criteria where the ESG claims made in offering documents or other literature may overstate ESG impact. As a result, it is difficult to compare ESG investment products.
There is no assurance that an ESG investing strategy or techniques employed will be successful. Past performance is not a guarantee or a dependable measure of future results.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Investment Thesis and Process
- Understand your financial goals and concerns
- Leverage planning to provide context around your progress towards goals
- Align custom portfolio accordingly with cash flow management as a top priority
- Remain in sync with how your goals and concerns evolve over time
- Leverage planning to provide context around your progress towards goals
- Align custom portfolio accordingly with cash flow management as a top priority
- Remain in sync with how your goals and concerns evolve over time
Our Philosophy
- We remain curious and informed on macro economic trends and thoughtfully consider how to apply what we’ve learned
- We vigorously evaluate the efficiency of investment vehicles and seek to utilize tools which serve our clients most efficiently
- Your money has many purposes, ideally one of them is to bring you joy
- We aim to provide family atmosphere; this typically involves getting to know you well
- We vigorously evaluate the efficiency of investment vehicles and seek to utilize tools which serve our clients most efficiently
- Your money has many purposes, ideally one of them is to bring you joy
- We aim to provide family atmosphere; this typically involves getting to know you well
How We Do It
Cash Flow Planning
The process of identifying future income, future expenses, and major expenditures so they are coordinated with investment planning. A viable cash flow plan can allow clients to be confident that their day to day needs and plans are not subject to market volatility.
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Alternative Investments
At Morgan Stanley, we provide individuals and institutions access to world-class alternative investment strategies spanning private equity, real assets, private credit, hedge funds and digital assets. These strategies may deliver differentiated sources of return relative to traditional equity and fixed income investments, as well as offer potential for tax efficiency.
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Charitable Giving
For many clients, giving to family or charitable causes is an important goal. We work with our clients to help them determine the right strategy for realizing such goals while maximizing the value of gifts. We coordinate guidance with client’s legal and / or tax advisor(s) aimed towards crafting a viable and effective gifting strategy.
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Financial Planning
We consider planning to be an essential part of the comprehensive wealth management process. Via the plan we seek to present both a "snapshot" in time of the client's currents current financial situation as well as a projection of their probability of success towards their defined objectives.
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ESG / Impact Investing
Investing with Impact delivers a comprehensive and holistic wealth solution for our clients that seek to generate market-rate financial returns alongside positive environmental and social impact.
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Retirement Planning
Most of us have numerous goals, but none is more important as securing a comfortable retirement. It is important to look at time horizon, asset allocation, current savings, and desired retirement lifestyle to structure a sound plan.
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Structured Investments
Structured Investments offer individual investors opportunities to help meet their financial objectives in ways that may be difficult to achieve effectively with traditional investments. As strategic components of the asset allocation process, Structured Investments can be used to help clients achieve a wide range of investment objectives.
Click to Learn MoreWhom We Serve
We serve a wide range of high net worth individuals with investable assets of $2 million or more.
Corporate Executives
We help executives navigate complex compensation structures, including the analysis of stock option plans, deferred compensation, stock purchase plans, executive compensation strategies. Diversification and risk management are key for corporate executives, and we excel at helping meld their professional and personal financial goals into a solid, achievable plan.
Business Owners
We serve business owners by planning for and navigating exit strategies, liquidity events, and retirement. Retirement might just be the most challenging for business owners, both financially and psychologically, and we’re here to help, with 25 years of experience navigating those waters alongside them.
Divorce Planning
Divorce is not something anyone plans on, but having a good plan in place can help make a supremely stressful situation far more manageable. We listen, respond, and help put structures and plans in place to help create a confident and positive path forward.
Women and Wealth
A very high percentage of women will be solely responsible for their finances at some point in their lives. We are committed to the education and financial independence of women, and utilize our holistic planning approach to help make sure that our clients who identify as women feel heard, understood, and that their goals become realities.
Modern Wealth Management Tools and Resources
Morgan Stanley's digital tools and resources are designed to help improve the overall client experience and enhance each aspect of your portfolio. Learn more about some of the resources and benefits we have to offer below.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will conveniently be able to see your accounts in one place, giving you a more consolidated picture of your financial situation.
Learn more about Total Wealth View
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
MS Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million in eligible assets and liabilities held at the Firm. The program is designed to enhance your lifestyle and relationship with the Firm beyond our traditional services.
Learn more about MS Reserved Living & GivingLocation
1550 Market St
Suite 600
Denver, CO 80202
US
Direct:
(303) 572-4075(303) 572-4075
Fax:
(303) 825-4407(303) 825-4407
Meet The Elevage Group
Phone:
(303) 572-4075(303) 572-4075
Evan Manson, ChFC®
Associate Vice President, Wealth Management, Financial Advisor
Phone:
(303) 572-4896(303) 572-4896
Phone:
(303) 572-4816(303) 572-4816
Anne-Marie Kim, CFP®
Financial Advisor Associate
Phone:
(303) 572-4816(303) 572-4816
Angella Wright
Portfolio Associate
Phone:
(303) 595-2103(303) 595-2103
Robyn Donovan
Registered Client Service Associate
Phone:
(303) 572-4862(303) 572-4862
About Catherine Coleman
Catherine has long listed analytical problem solving and relationship building among her talents and was thrilled 20 years ago to find a career that made use of both and gave her the opportunity to help clients build financial independence. She has built a long and successful history of understanding and managing the unique complexity facing high net worth individuals and families.
After graduating from Wake Forest University with a Bachelor of Science degree in 1994, she joined First Union Bank in Nashville, TN as a relationship manager in the private bank. In 1999, she moved to Raleigh, NC to become a Financial Advisor with Smith Barney, earned the prestigious CFA® designation in 2000, and became a CERTIFIED FINANCIAL PLANNER™ (CFP) in 2006. She also moved to Denver, CO, in 2006, where she was a Financial Advisor with Merrill Lynch before co-founding the Coleman Gates Group at Morgan Stanley in 2016. She earned an Executive MBA from the Daniels College of Business at the University of Denver in 2014.
Outside of work, her biggest passion is travel, and she tries to take at least one international trip each year. Australia, Japan, and Africa are on her bucket list, and she is always open to suggestions for future trips! When she’s home and not working, Catherine can usually be found running, hiking, reading, writing, or spending time with her loyal and hilarious pug, Frank.
After graduating from Wake Forest University with a Bachelor of Science degree in 1994, she joined First Union Bank in Nashville, TN as a relationship manager in the private bank. In 1999, she moved to Raleigh, NC to become a Financial Advisor with Smith Barney, earned the prestigious CFA® designation in 2000, and became a CERTIFIED FINANCIAL PLANNER™ (CFP) in 2006. She also moved to Denver, CO, in 2006, where she was a Financial Advisor with Merrill Lynch before co-founding the Coleman Gates Group at Morgan Stanley in 2016. She earned an Executive MBA from the Daniels College of Business at the University of Denver in 2014.
Outside of work, her biggest passion is travel, and she tries to take at least one international trip each year. Australia, Japan, and Africa are on her bucket list, and she is always open to suggestions for future trips! When she’s home and not working, Catherine can usually be found running, hiking, reading, writing, or spending time with her loyal and hilarious pug, Frank.
Securities Agent: CA, SC, HI, MN, OR, NM, MT, LA, IL, VA, NC, FL, WI, TX, KS, PA, UT, AZ, WA, MD, DE, CO, AL, OH, NY, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 515822
CA Insurance License #: 0M81301
NMLS#: 515822
CA Insurance License #: 0M81301
About Caroline L Gates
I feel fortunate to have always done work that is interesting and challenging. From traveling the world with ESPN while working on the X Games, to wealth management, I've been fortunate to love what I do.
At Morgan Stanley, I work with my clients to establish and manage a thoughtful and customized financial roadmap. How? My team works with our clients to craft an individualized and exhaustive plan in which we prioritize their goals, establish risk tolerance vs. current portfolio construction, and evaluate cash flow, liabilities and assets.
Why is that important?
Portfolio performance alone may not preserve and grow wealth. Thoughtful and tax efficient management balance sheets helps achieve those goals. So, when the inevitable ups and downs of the markets come, our clients are not riding an emotional roller coaster. Because, together, we've built a framework around which to make financial decisions which helps to ensure we're always acting as a team focused on those long-term goals. This helps keep financial decisions objective, not emotional.
My investment philosophy seeks to utilize impact investment strategies which meet specific environmental, social and governance standards. This allows my clients wealth to compound in a deliberate and purposeful manner. I advise in estate planning strategies so my clients can create a thoughtful legacy for the future. My client service associate handles day to day needs. All of this enables us to provide highly personalized service, backed by the global resources of Morgan Stanley.
On a personal note, I am a mom, wife, avid snowboarder, voracious reader and football fan. I've worked on four continents and speak fluent Spanish and am proficient in German and Portuguese.
Disclaimer:
ESG investments in a portfolio may experience performance that is lower or higher than a portfolio not employing such practices. Portfolios with ESG restrictions and strategies as well as ESG investments may not be able to take advantage of the same opportunities or market trends as portfolios where ESG criteria is not applied. There are inconsistent ESG definitions and criteria within the industry, as well as multiple ESG ratings providers that provide ESG ratings of the same subject companies and/or securities that vary among the providers. Certain issuers of investments may have differing and inconsistent views concerning ESG criteria where the ESG claims made in offering documents or other literature may overstate ESG impact. As a result, it is difficult to compare ESG investment products or to evaluate an ESG investment product in comparison to one that does not focus on ESG.
There is no assurance that an ESG investing strategy or techniques employed will be successful. Past performance is not a guarantee or a dependable measure of future results.
At Morgan Stanley, I work with my clients to establish and manage a thoughtful and customized financial roadmap. How? My team works with our clients to craft an individualized and exhaustive plan in which we prioritize their goals, establish risk tolerance vs. current portfolio construction, and evaluate cash flow, liabilities and assets.
Why is that important?
Portfolio performance alone may not preserve and grow wealth. Thoughtful and tax efficient management balance sheets helps achieve those goals. So, when the inevitable ups and downs of the markets come, our clients are not riding an emotional roller coaster. Because, together, we've built a framework around which to make financial decisions which helps to ensure we're always acting as a team focused on those long-term goals. This helps keep financial decisions objective, not emotional.
My investment philosophy seeks to utilize impact investment strategies which meet specific environmental, social and governance standards. This allows my clients wealth to compound in a deliberate and purposeful manner. I advise in estate planning strategies so my clients can create a thoughtful legacy for the future. My client service associate handles day to day needs. All of this enables us to provide highly personalized service, backed by the global resources of Morgan Stanley.
On a personal note, I am a mom, wife, avid snowboarder, voracious reader and football fan. I've worked on four continents and speak fluent Spanish and am proficient in German and Portuguese.
Disclaimer:
ESG investments in a portfolio may experience performance that is lower or higher than a portfolio not employing such practices. Portfolios with ESG restrictions and strategies as well as ESG investments may not be able to take advantage of the same opportunities or market trends as portfolios where ESG criteria is not applied. There are inconsistent ESG definitions and criteria within the industry, as well as multiple ESG ratings providers that provide ESG ratings of the same subject companies and/or securities that vary among the providers. Certain issuers of investments may have differing and inconsistent views concerning ESG criteria where the ESG claims made in offering documents or other literature may overstate ESG impact. As a result, it is difficult to compare ESG investment products or to evaluate an ESG investment product in comparison to one that does not focus on ESG.
There is no assurance that an ESG investing strategy or techniques employed will be successful. Past performance is not a guarantee or a dependable measure of future results.
Securities Agent: WI, CO, MD, DE, KS, VA, NC, MN, CA, WA, NY, IL, LA, FL, GA, TX, SC, NM, AZ, UT, HI, OR, MT, AL, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1222619
NMLS#: 1222619
About Evan Manson
My approach is rooted in the belief that wealth has distinctly different needs and, thus, deserves a unique level of care. As the complexities of wealth management and investment planning continue to evolve, our team focuses on delivering a simplified financial strategy that leaves clients feeling both informed and confident.
While leveraging the global resources of Morgan Stanley, our team aims to educate affluent individuals on the life cycles of wealth: accumulation, preservation, and distribution. The foundation of our partnership is a customized financial plan, unique to each client. Throughout this plan, we prioritize a deep understanding of personal and financial goals, risk tolerance, cash flow and liquidity needs, as well as current and future liabilities and assets. Using this information, we work collaboratively with individuals and their families in the pursuit of short and long-term financial wellness and a well-aligned legacy.
Originally from Cleveland, I am an active alum of The Ohio State University. I currently serve on the Board of Directors of Volunteers for Outdoor Colorado, the state’s oldest outdoor stewardship non-profit organization, which allows me the opportunity to fractionally pay back the Colorado trails that have given so much to me. I am also a devoted skier, snowboarder, and hiker, as well as a sports and live music enthusiast.
While leveraging the global resources of Morgan Stanley, our team aims to educate affluent individuals on the life cycles of wealth: accumulation, preservation, and distribution. The foundation of our partnership is a customized financial plan, unique to each client. Throughout this plan, we prioritize a deep understanding of personal and financial goals, risk tolerance, cash flow and liquidity needs, as well as current and future liabilities and assets. Using this information, we work collaboratively with individuals and their families in the pursuit of short and long-term financial wellness and a well-aligned legacy.
Originally from Cleveland, I am an active alum of The Ohio State University. I currently serve on the Board of Directors of Volunteers for Outdoor Colorado, the state’s oldest outdoor stewardship non-profit organization, which allows me the opportunity to fractionally pay back the Colorado trails that have given so much to me. I am also a devoted skier, snowboarder, and hiker, as well as a sports and live music enthusiast.
Securities Agent: OH, IL, HI, SD, NM, DE, MA, WY, SC, OR, DC, WI, WA, NJ, VA, GA, FL, NC, MN, CO, AZ, TX, NY, LA, KS, CA, AL, MD, UT, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1612333
NMLS#: 1612333
About Anne-Marie Kim
Securities Agent: SC, NY, NJ, WA, OR, AZ, CO, IL, NM, MN, FL, AL, WI, VA, SD, MI, GA, CA, NC, MD, KS, LA, HI, PA, OH, UT, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2651569
NMLS#: 2651569
About Anne-Marie Kim
After graduating from Harvard/Radcliffe Colleges with a degree in sociology and receiving my law degree from Columbia Law School, I spent over 16 years practicing corporate law in New York, the last decade as General Counsel and Chief Compliance Officer of a hedge fund. After retiring from the law, I discovered I could leverage my professional experience to help friends and family navigate wealth-building challenges, especially during times of transition (divorce, retirement, widowhood). This passion led me to become a CFP® in 2024.
Having grown up in St. Louis and lived 30 years on the East Coast, I’m thrilled to now live in the Denver area. My preeminent passion is travel: I’ve visited all 7 continents. My husband and I have 3 sons and 2 dogs In my spare time, I like to rock climb, listen to all types of music (especially jazz and classical), try different cuisines and intensely compete with friends and family in marathon sessions of poker and almost any other game.
Having grown up in St. Louis and lived 30 years on the East Coast, I’m thrilled to now live in the Denver area. My preeminent passion is travel: I’ve visited all 7 continents. My husband and I have 3 sons and 2 dogs In my spare time, I like to rock climb, listen to all types of music (especially jazz and classical), try different cuisines and intensely compete with friends and family in marathon sessions of poker and almost any other game.
Securities Agent: SC, NY, NJ, WA, OR, AZ, CO, IL, NM, MN, FL, AL, WI, VA, SD, MI, GA, CA, NC, MD, KS, LA, HI, PA, OH, UT, TX; General Securities Representative; Investment Advisor Representative
About Angella Wright
Angella started her career at Morgan Stanley in the Beverly Hills, CA branch in 2003. She’s highly adept at handling a broad range of responsibilities efficiently and effectively and has more than 17 years of experience in the industry. She’s originally from Nebraska and graduated from the University of Nebraska in Lincoln, earning a Bachelor’s degree in Business Administration with an emphasis in Finance. Angella is very family focused as well as an avid dog lover. She has two of her own – Nona, a Blue Heeler and Chloe, who was adopted from the Bahamas and is locally known as a “Potcake”. In her free time she likes to go hiking with her dogs, practice yoga, read, cook, and enjoy sunny afternoons out on patios.
About Robyn Donovan
Robyn is a Connecticut native who has recently found her forever home in Colorado after realizing how much she loves the mountains. Robyn brings 10+ years of experience within the financial services industry to her role here at The Elevage Group. She started her career in banking and worked her way into the Wealth Management industry, falling in love with building relationships and helping clients build their personal wealth along the way. In addition to her in-role experience, Robyn has an MBA from Western New England University and is fully registered with her Series 7 and Series 66 licenses.
In her spare time Robyn runs a successful health and wellness online coaching company and enjoys spending time outdoors. Her hobbies include hiking, backpacking, traveling, reading, crocheting, and she is very passionate about optimizing personal health.
In her spare time Robyn runs a successful health and wellness online coaching company and enjoys spending time outdoors. Her hobbies include hiking, backpacking, traveling, reading, crocheting, and she is very passionate about optimizing personal health.
Contact Catherine Coleman
Contact Caroline L Gates
Contact Evan Manson
Contact Anne-Marie Kim
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
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
Wealth Management
Global Investment Office
Portfolio Insights
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Picking Up Pickleball
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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
Estate Planning Essentials: 7 Key Steps
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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.
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
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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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
Ready to start a conversation? Contact The Elevage Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1The 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.
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.
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.
5Alternative 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.
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
1The 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.
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.
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.
5Alternative 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.
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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)
