Our Story

"Fidelis" is a Latin word meaning faithful steward.  A steward, historically, was a person chosen by a family of means to carefully oversee the family's estate and affairs.  The steward’s purpose was to free a family from the burden of day-to-day management of their wealth, allowing them instead to enjoy its benefits.  We believe our clients work with us for precisely the same reason.We seek to understand our clients personally, their family history, their values and ambitions, and their vision for the future.  We then construct a comprehensive plan to address financial needs including investment management, lending, education and retirement planning, and estate and legacy strategies.In a single relationship with our team, our clients receive the guidance and financial services that allow them to shift their focus to the people in their lives and what matters most to them.
Services Include
  • Alternative Investments1
  • Business Succession Planning2
  • Cash Management3
  • Corporate Retirement Plans4
  • Estate Planning Strategies5
  • Financial Planning6
  • Lending Products
  • Professional Portfolio Management7
  • Retirement Planning8
  • Wealth Management9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Clients

Our clients range from individuals and families to corporate groups and institutions, and in all situations our goal is to offer exceptional advice and deliver results that truly make a difference.


Our clients have earned their wealth in different ways.  Some have built or sold a successful privately owned business, others have diligently saved over a lifetime, and others have inherited a legacy and responsibility from generations before them.   While the methods of acquiring wealth vary, the complex issues inherent with managing, protecting, and growing wealth are the same.  Our clients partner with us because they seek, in a single and personal consultative relationship, a comprehensive plan that aims to deliver what is most important to them and a financial services firm that can help simplify their lives and get the job done.

Although our firm is designed to offer tailored experiences to wealthy families and individuals, we believe strongly in investing in the future.  For us this means also working with clients who may not view themselves as “wealthy” today, but are working to build their legacy.  Our planning and execution early on can drive wealth further than it could go otherwise.

    Working With You

    We believe wealth management, at its very best, is an experience that enhances your life.



    Simplification.

    The world is increasingly complex, stealing your time and attention.  Our clients face a growing set of issues that include investments, insurance, banking, tax and legal codes, liabilities, information security, estate planning, etc... 

    Through a single relationship, we seek to solve the problem of complexity.  We guide our clients through many of these issues, helping them make informed decisions and delivering customized solutions through Morgan Stanley’s global investment platform.



    Access.

    In today’s technologically driven environment, we seem to have lost the concept of real personal service.  This loss is evident in automated voice prompts, websites without contact numbers, and impersonal apps.



    Our team will not compromise service at the expense of growth.  We would rather do a fantastic job for a few than a mediocre job for many.  By limiting the number of families we work with, we aim to give our clients the attention they deserve.  Our clients deserve, and should expect, proactive and timely communication from our team and immediate responses.



    Confidence.

    In most cases our clients have worked a lifetime to build security for their families, and worry threatens their ability to enjoy the fruits of their labor.  We help our clients chart a path forward and we seek to offer them the freedom to relax and take life in.

      Location

      6 Desta Dr
      Ste 1900
      Midland, TX 79705
      US
      Direct:
      (432) 620-6079(432) 620-6079

      Meet The Fidelis Wealth Management Group

      About Me

      Phillip K. Knight is a Financial Advisor, Senior Portfolio Management Director and Senior Vice President of Wealth Management at Morgan Stanley.  His career in financial services began in 2003 at Merrill Lynch Pierce Fenner and Smith where he focused on market, portfolio, security and investment fund analysis.  In March of 2007 Phillip moved to Morgan Stanley to form The Fidelis Group, a team of advisors providing wealth management and planning services to a private group of families.  Today Phillip develops and manages the team’s global macro-economic outlook, investment strategy, and portfolio design.  He also oversees the team’s discretionary asset management program, security trading, and alternative investment selection process.  Phillip earned a BBA in Finance from the University of Texas of the Permian Basin and is a CFP® professional.  He currently serves on the board of Healthy City and the MCRC Endowment Fund Board, has previously served on the board of Midland Community Theater, and is past-president of the Midland Children's Rehabilitation Center board.  Phillip and his wife Jenna have three children, Parker (13 yrs), Beckham (10 yrs), and Emerson (10 yrs).  Phillip is a triathlete and Christian Apologist.

      Phillip was ranked among Forbes' list of America's Top Next-Generation Wealth Advisors in 2017 and 2018.
      Phillip was ranked among Forbes' list of America's Best-in-State Wealth Advisors in 2018 and 2019.
      Securities Agent: TX, VA, SC, OK, OH, NY, NV, NM, NJ, NC, MA, IL, FL, DC, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1278916

      About Me

      Charles L. Bailey Jr. is a Financial Advisor and partner of The Fidelis Group at Morgan Stanley.  Prior to joining the firm, Charlie served as an advisor to a group of private clients at Edward D Jones.  Today Charlie manages client relationships for the Fidelis Group and oversees the team’s client service process.  Charlie earned a BBA in General Business from McMurry University.  He is passionate about serving his community through the children’s department at Mid Cities Community Church and past service on the board of Midland’s Community Theatre.  Charlie is an aspiring golfer and most enjoys spending time with his wife, Katie, and their three year old daughter, Etta.
      Securities Agent: TX, VA, SC, OK, OH, NY, NV, NM, NJ, NC, MA, IL, FL, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
      NMLS#: 1364446

      About Me

      Amy Lawler is a Financial Advisor with The Fidelis Group at Morgan Stanley. She joined the firm in 2015 with experience in public accounting and healthcare financial management and consulting, serving in roles that have included Director of Analytical Reporting and Controller at Medical Center Health System. Before returning to Midland to join Phillip and Charlie, Amy worked as a manager in Accenture’s Digital Health practice, using technology to create practical solutions for the struggles facing healthcare clients.  Applying her broad range of analytic experience and education, Amy is responsible for the design, implementation, and ongoing management of family wealth plans for The Fidelis Group.

      Amy holds a BBA in Accounting, an MS in Finance, and an MHA in Health Policy and Management from Texas A&M University. Amy actively volunteers with CASA of the Permian Basin and serves as an officer on the board of Midland Children's Rehabilitation Center (MCRC).  She is also a licensed skydiver and enjoys hiking, mountaineering, or anything that will take her outdoors.
      Securities Agent: TX, VA, SC, OK, OH, NY, NV, NM, NJ, NC, MA, IL, FL, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
      NMLS#: 1501581
      From Our Team

      Fall 2018 Market and Investment Update


      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
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      6 Keys to Building a Startup

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      Ready to start a conversation? Contact The Fidelis 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 (“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 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

      4Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      5Morgan 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.

      6Morgan 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.

      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.

      9Morgan 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