Our Story

Our team works with an exceptional clientele of accomplished executives, professionals, individuals, families and others.  We help them protect and grow their assets, secure their legacies and address the many other complex challenges of managing wealth. Your family is unlike any other we have ever served. You may, however, share many of the same questions, challenges and opportunities. We look forward to learning more about you and your family, and discussing how we can help you safeguard what you have earned and pursue your most important life goals.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Estate Planning Strategies3
  • Trust Services4
  • Philanthropic Management5
  • Business Succession Planning6
  • Endowments and Foundations7
  • Retirement Planning8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

6305 Waterford Blvd
Suite 240
Oklahoma City, OK 73118
US
Direct:
(405) 841-3956(405) 841-3956
Fax:
(405) 213-1612(405) 213-1612

Meet The Fellers-Kurtz-Ogilvie Group

About Me

JIM FELLERS, Portfolio Management Director
Jim began his career in financial services in 1967 with Harris Upham & Co., a predecessor firm of Morgan Stanley.  Jim earned his bachelor’s degree from the University of Oklahoma. 
Jim was one of the first candidates to qualify to become a Portfolio Manager in the firm’s Portfolio Management program in 1990 and created the discretionary investment strategies still in use by the group. 
Jim is married to Sue and has a daughter, Laura, and a granddaughter, Karli Rae.  His interests include golf, University of Oklahoma sports and early 20th Century New Mexico Art and Russian Art.
Securities Agent: OK, WA, TX, TN, SC, OR, NY, NM, NE, NC, MO, MD, MA, LA, KY, KS, IN, IL, GA, FL, CO, CA; General Securities Representative; Investment Advisor Representative

About Me

KEVIN KURTZ, CFA®, CFP®, Portfolio Management Director
Kevin began his career at Morgan Stanley in 2001, becoming the second member of our team. 
Kevin earned a Bachelor’s degree cum laude in Economics from Harvard University, where he competed for the Harvard wrestling team.  Kevin is an active participant in Friends of Harvard wrestling and is also the Chairperson for the Schools and Scholarships committee of the Oklahoma Harvard Alumni Association. 
He was an Oklahoma State Champion wrestler in 1996 and led El Reno to their first state team championship.  He was also a three-time Cadet National Champion. He obtained his Certified Financial PlannerTM certification in 2004 and earned his Chartered Financial Analyst® designation in 2010. 
Kevin is married to Stephany and they have two sons, Kylar and Foxx.
Securities Agent: OK, WA, TX, TN, SC, OR, NY, NM, NE, NC, MO, MD, LA, KY, KS, IN, IL, GA, FL, CO, CA, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1275578

About Me

IAN OGILVIE, CFP®, Portfolio Management Director
Ian began his career practicing corporate and securities transactional law with major law firms in New York City before joining an asset management firm there.  He joined Morgan Stanley in 2011. 
Ian earned his Bachelor’s degree in Government from Harvard University, and his Juris Doctor law degree cum laude from St. John’s University School of Law, where he was Assistant Editor of the Law Review. 
Ian is a board member and Past Chair of the Oklahoma Governor’s International Team, Vice President of Finance for Lyric Theatre in Oklahoma City, and President of the Harvard Club of Oklahoma City. 

He and his wife Marran have three children, Angus, Malcolm and Ellie. Ian was born and brought up in Montreal, Canada and speaks fluent French.
Securities Agent: TX, OK, WA, TN, SC, OR, NY, NM, NE, NC, MO, MD, LA, KY, KS, IN, IL, GA, FL, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1425589

About Me

CHANDELLE VOLO, Financial Planning Associate
Chandelle began her career at Morgan Stanley in 2015, bringing with her 11 years experience building client relationships and 3 years in banking management with Bank of America. 
She earned her Bachelor’s degree in Organizational Leadership from the University of Central Oklahoma.   
Chandelle and her husband David have three children, Zachary, Kaitlyn and Chloe. 
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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.

1Morgan 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.

2Morgan 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.

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 and other legal matters.

4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

6Morgan Stanley Smith Barney LLC (“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.

7Morgan 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.

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.

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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.

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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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