Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
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      Financial Planning with The Fernhill Group

      Your wealth strategy doesn’t just consider your investment objectives. Rather, it is tailored to address the personal life goals you’ve identified and prioritized.

      Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.

      LifeView® helps us:
      - Analyze your current investments, and financial situation
      - Review and prioritize your goals with you, such as Retirement
      - Education funding
      - Major purchases and philanthropic goals
      - Protect your goals
      - Develop wealth transfer strategies

      Location

      445 East Lake Street
      Suite 320
      Wayzata, MN 55391
      US
      Direct:
      (952) 475-4300(952) 475-4300

      Meet The Fernhill Group

      About Me

      Brian R. Larson founded the Fernhill Group at Morgan Stanley. Growing up as a son of a bond salesman, he has been familiar with the financial industry since the age of 6. He grows on that foundation daily as he focuses on putting the needs of clients in the forefront to help create a powerful long-term relationship that benefits all. Bringing 25 years of investment industry experience, Brian is dedicated to helping you navigate our complex investment environment. The Fernhill Group consistently focuses on providing exceptional client service with compassion and dedication.

      In 2000, Brian earned the Chartered Financial Analyst™ (CFA®) designation. A designation given to those who have demonstrated integrity and excellence within the industry.

      For many years, he has been very involved in the community. His passions and commitments include: youth football and lacrosse in Minnetonka, Citizens Finance and Audit Committee for Minnetonka School Board and the Wayzata Chamber including chair of the Wayzata Art Experience. He has held very active roles in each of these organizations demonstrating his perseverance to using his talents to assist and guide where needed.

      Brian graduated from the University of Wisconsin – Madison with bachelor degrees in economics and computer science. He lives in Deephaven, MN with his wife, Leontine, and two teenage children.
      Securities Agent: TX, MN, WI, WA, VA, TN, SC, PA, OH, NY, NM, NJ, ND, NC, MT, MO, MI, ME, MD, LA, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 401356

      About Me

      Bruce is a Senior Vice President and a Portfolio Manager in Morgan Stanley’s Wayzata, Minnesota Wealth Management Office. In this role, Bruce joins a select group of Financial Advisors recognized by the Firm as qualified to make investment decisions on behalf of private clients and independently manage client assets.

      At Morgan Stanley, Bruce is a member of The Fernhill Group, a team of four investment professionals that have come together to provide their clients world class investment management and financial planning services. The team draws on their extensive investment experience and the expertise of Morgan Stanley’s Global Investment Committee. In addition, Bruce’s decades of fixed income experience adds an important element to The Fernhill Group’s investment management capabilities.

      Bruce has significant experience in the financial industry. He began his career in 1973 as a fixed income securities trader and department manager at commercial banks in Erie and Pittsburgh, Pennsylvania. In 1978, Bruce joined Kidder, Peabody & Co. as a Managing Director in its Cleveland, Ohio office; and in 1986, he joined Kidder’s regional office in Chicago. In 1991, Bruce joined Dain Rauscher in Minneapolis as Senior Vice President, Fixed Income Sales Manager. From 1997 to 2005, Bruce established his career in the retail securities industry in Minneapolis. In 2005, Bruce and his wife Ilene joined Wells Fargo Advisors and established the Zwick Financial Group, in which he worked as a financial advisor and portfolio manager. In October 2018, Bruce was delighted to be named an SVP and Portfolio Manager at Morgan Stanley.
      Bruce and his wife Ilene reside in Minnetonka, Minnesota. Together they have a daughter, a son and several wonderful grandchildren.

      Bruce received a BBA in Finance and an MBA from Kent State University. He holds the Series 7, 8, 63 and 65 securities licenses and a Minnesota State Insurance license.
      Securities Agent: TX, MN, FL, WI, WA, VA, TN, SC, PA, OH, NY, NM, NJ, ND, NC, MT, MO, MI, ME, MD, LA, IL, ID, IA, HI, GA, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
      NMLS#: 401331

      About Me

      Ilene is a Financial Advisor in Morgan Stanley’s Wayzata, Minnesota Wealth Management Office. She is a member of The Fernhill Group, a team of four investment professionals who develop strategically tailored investment programs, unique to each client’s circumstances and needs.

      Ilene has a breadth of fixed income and equity experience, having worked in institutional fixed income trading, underwriting as asset/liability management for commercial banks; and managed fixed income and equity portfolios for non-profit organizations and private clients. She began her career in 1975 as a fixed income securities trader and investment officer for PNC Corporation in Pittsburgh, Pennsylvania. In 1978, Ilene joined Central National Bank of Cleveland in 1978 as a Vice President and Manager of the Bank Investment Department. In 1986, Ilene and her family moved to Chicago, where she was actively involved with several community service organizations. In 1991, Ilene moved to Minneapolis and became the Treasurer and Financial Advisor for NCJW Minnesota and the Treasurer and Investment Portfolio Manager for US Investors, Ltd. In 2000, she joined Stifel Nicolaus and Company, Inc. as a First Vice President. In 2005, Ilene and her husband Bruce joined Wells Fargo Advisors and established the Zwick Financial Group, in which she worked as a Financial Consultant. In October 2018, Ilene was delighted to join Morgan Stanley.

      Ilene is currently the Chair of the Investment Committee and a member of the Steering Committee of the Minneapolis Jewish Community Foundation. She and Bruce reside in Minnetonka, Minnesota. Together, they have a daughter, a son, five wonderful grandchildren and a dog named Tucker.

      Ilene graduated Phi Beta Kappa from the University of Pittsburgh with a B.A. in Economics and a B.S. in Psychology. She holds the Series 7, 8, 63 and 65 securities licenses and a Minnesota State Insurance license.
      Securities Agent: TX, MN, FL, WI, WA, VA, TN, SC, PA, OH, NY, NM, NJ, ND, NC, MT, MO, MI, ME, MD, LA, IL, ID, IA, HI, GA, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
      NMLS#: 1836596
      From Our Team

      LifeView Goal Analysis Client Profile


      Investment and Market Perspectives

      On the Markets

      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.

      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      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
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      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
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

      Mosaic

      Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
      Make Your Words Memorable

      Make Your Words Memorable

      Master public speaking with savvy tips from the pros.

      More from Morgan Stanley

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      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Ready to start a conversation? Contact The Fernhill Group today.
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