Welcome

We strive to provide a holistic wealth management experience for our clients. Our role is to act as our clients’ “personal CFO” by helping them make more informed decisions about their investments, as well as helping grow and protect their assets and estate. In this "family office" atmosphere, we work for our clients as we would for our own families and aspire to build lasting, meaningful relationships based on trust, integrity and superior client service.

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.*

About Morgan Stanley

Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:

• Morgan Stanley Wealth Management
• Institutional Securities Group
• Investment Management

Our strength and synergies across each of these businesses not only contribute to the economic vitality and stability of the firm, but also expand the vast resources, expertise and global insight that we can offer you.

Morgan Stanley Franchise Power

• $2.4tn in client assets under management
• Morgan Stanley reported revenues of $11.9Bn1
• More than 55,000 global employees1
• Global footprint includes 1,200 offices in 31 countries on six continents1
• Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 17.8%1
• $206Bn in liquidity reserve1
• Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2

1 Unaudited. As of March 31, 2018, Morgan Stanley Quarterly Financial Supplement
2 MorganStanley.com/InvestorRelations

    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, PA, 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, PA, 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, PA, 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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    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.

    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.


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