WELCOME

We are an Austin-based team of Private Wealth Advisors who work with a dynamic clientele of highly accomplished entrepreneurs, executives, real estate developers and other stewards of generational wealth. While our clients’ professional success has created extraordinary opportunities for themselves and their families, it has also presented many of them with new and unfamiliar wealth management challenges. Combining our own talents and perspectives with the vast resources of our firm, we offer these families the guidance needed to make well-informed decisions on consequential financial matters. We can then deliver the strategies and specialized capabilities needed to put those decisions into action.

The families we serve have entrusted us with approximately $7 billion under advisement, testament to the close and productive relationships we have built and the exceptional level of service we deliver. Working with our team, you can also receive the personalized attention of a boutique firm, backed by the global strength and specialized capabilities of Morgan Stanley. We can tailor fully integrated wealth management strategies that reflect your unique needs, goals and values.

We look forward to learning more about you and your family and your aspirations for the future.
Capabilities
  • Single Family Office Services
  • Comprehensive Wealth Planning
  • Investment Management
  • Cash Management & LendingFootnote1
  • Tax, Trust & Estate AdvisoryFootnote2
  • Pre-Liquidity Planning
  • Insurance SolutionsFootnote3
  • Philanthropy Management
  • Family Governance & Wealth Education
  • Retirement & Pension Plans
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $1.2 trillion in AUM
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025

Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

WHO WE SERVE

Our clients share a common profile: highly capable, deeply driven, and complex. They've created significant wealth — and they want a partner who can match their ambition, anticipate their needs, and help them stay ahead of what's next.
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    Single Family Offices
    We partner with single family offices to provide customized, institutional-quality solutions tailored to the unique needs of multi-generational wealth. Our team understands the complexities that come with managing substantial assets, including governance, liquidity planning, investment strategy, and legacy preservation.

    We act as an extension of your family office - offering strategic guidance, access to exclusive investment opportunities, and coordination across advisors to help ensure alignment with your long-term objectives. Whether supporting direct investments, managing concentrated positions, or enhancing portfolio diversification, our approach is highly personalized and build around your family's priorities.
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    Founders
    We work alongside founders as they navigate the full lifecycle of building and monetizing a business—often with the majority of their net worth tied to a single, illiquid asset. From early-stage planning through exit, we help founders think strategically about cap table decisions, equity structuring, and the tradeoffs between growth and personal liquidity. As inflection points approach, we guide clients through pre-transaction planning, including tax mitigation strategies, charitable structuring, and preparation for a potential sale or recapitalization—ensuring they are positioned well before a deal is on the table.

    Following a liquidity event, our focus shifts to transforming concentrated wealth into a durable, diversified plan aligned with long-term goals. We advise on investment strategy, cash flow planning, and risk management, while also supporting more complex needs such as trust and estate design, family governance, and philanthropic initiatives. Throughout, we serve as a coordinated partner to legal and tax advisors, helping founders move from business success to sustained, multigenerational wealth with clarity and intention.
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    Financial Sponsors
    We collaborate with professionals at private equity, venture capital, real estate funds, hedge funds, and other alternative investment firms to simplify the complexities of wealth tied to carried interest, performance fees, capital commitments, and illiquid fund exposures.

    From early fund formation and co-investments through portfolio exits, in-kind distributions, and post-liquidity diversification, we help our clients make informed decisions around tax-efficient realization of gains, managing personal liquidity alongside fund obligations, and strategically handling concentrated positions.
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    Corporate Executives
    We partner closely with corporate executives to simplify the complexity that comes with concentrated wealth, equity compensation, and evolving career dynamics. From initial grant through liquidity, we help clients make informed decisions around stock options, RSUs, and performance shares—integrating tax strategy, risk management, and long-term planning. A core part of our approach includes the thoughtful design and ongoing management of Rule 10b5-1 trading plans, allowing executives to systematically diversify positions while maintaining compliance and minimizing market impact.

    Beyond equity, we serve as a strategic advisor across the full financial picture—aligning cash flow, investment strategy, philanthropic goals, and legacy planning with each client’s unique trajectory.

INVESTOR RESOURCES

Strong investment decisions are grounded in timely insights and clear perspective. Our suite of resources is designed to help simplify complex market developments, highlight key trends, and keep you informed – so you can navigate today's environment with confidence and stay prepared for what lies ahead.

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    GIC Weekly Report

    Stay up to date with weekly insights covering market trends, asset classes, and the broader forces shaping the investment landscape.

    Read the Latest Report
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    On the Markets Report

    Access in-depth research and commentary across equities, fixed income, monetary policy, and more – helping you better understand what's driving markets and what may come next.

    Read the Latest Report
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    Thoughts on the Market Podcast

    Hear from leading strategists as they break down current market themes and emerging risks, translating complex developments into practical, actionable insights.

    Listen to the Latest Episode
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    2026 Tax Tables

    Stay informed with up-to-date tax information to support smarter financial planning. These resources are designed to help guide decision-making and keep your long-term strategy aligned.

    View the 2026 Tax Tables

HELPFUL FINANCIAL TOOLS

Technology is transforming the way we manage and engage with our finances. Morgan Stanley's digital capabilities are designed to keep you connected – offering secure access to your accounts, real-time insights into your portfolio, and tools that empower smarter financial decisions anytime, anywhere.

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    Morgan Stanley Online

    Access your accounts and everyday finances through a secure, all-in-one platform. Morgan Stanley Online provides real-time visibility into balances, transactions and performance – helping you stay informed and in control of your financial life from virtually anywhere.

    Register for Morgan Stanley Online Today
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    Total Wealth View

    Gain a complete picture of your financial life. Total Wealth View consolidates assets held at Morgan Stanley and beyond, giving you and your advisor a broader perspective to support more informed decisions and coordinated planning.

    Learn More About Total Wealth View
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    Portfolio Risk Platform

    Leverage advanced analytics to better understand your portfolio's risk and performance. These insights enable thoughtful adjustments and help ensure your investment strategy stays aligned with your long-term goals.

    Explore the Portfolio Risk Platform
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    Digital Vault

    Securely store and organize your most important financial documents – from statements and tax records to legal authorizations. With encrypted protection your information remains accessible to you and your trusted professionals whenever it's needed.

    Get Started Today

Location

301 Congress Avenue
Austin, TX 78701
US
Direct:
(512) 469-3446(512) 469-3446

Meet The Fisher Hargus Shaw Group

About Me

Dreux Hargus is an accomplished Private Wealth Manager who focuses primarily on the complex financial needs of family offices, successful entrepreneurs and founders. Many of these relationships began relatively early in the entrepreneurial lifecycle, where an experienced perspective was highly valued. He guided many of these clients through the capital-raising process, advising them on the full range of planning strategies that can be employed to fund their businesses and optimize after-tax outcomes from their eventual IPO or other monetization event.

Dreux began his professional career in 2010, joining the Leadership Development Program of BB&T (now Truist). This early experience as a rotational analyst just after the worst of the financial crisis was instrumental in his career development. After eight years at BB&T, primarily in their Private Banking unit, he moved to JPMorgan in Austin, focusing his efforts on addressing the wealth management needs of the city’s thriving community of young entrepreneurs. He moved with his team to Morgan Stanley in 2026. Dreux graduated from Florida State University with an undergraduate business degree and an MBA, and went on to earn professional certifications as a CERTIFIED FINANCIAL PLANNER, TM and Chartered Financial Analyst.®

Dreux spent his childhood traveling internationally wherever his father’s career as an U.S. Army Ranger and Intelligence Officer took the family. This upbringing shaped his values and inspires his commitment to serving his community. This commitment is reflected in his board-level volunteer service with the Salvation Army regional commands, The Boy Scouts of America in Central Texas, Leadership Austin Essential and other organizations. Outside of work, Dreux enjoys spending time with his wife, Samantha, traveling and visiting their family farm in Arkansas. He is also an avid hunter with their dog, Walter, and FSU Seminoles superfan.
Securities Agent: LA, FL, WI, VT, OR, OK, NV, NE, TX, MD, IA, WY, KS, DE, CT, NY, NM, NC, MI, IL, DC, CO, AL, HI, RI, ND, GA, UT, WV, SD, SC, OH, NH, MO, KY, IN, ID, AK, WA, MS, MN, CA, VA, PR, PA, MA, AZ, AR, VI, TN, NJ, MT, ME; General Securities Representative; Investment Advisor Representative

About Me

Drawing on more than a decade of wealth management experience, Mark Fisher provides thoughtful advice and personalized solutions to a select clientele of highly accomplished individuals and their families. He is particularly adept at partnering with founders and corporate executives as they navigate the complexities of pre-transaction planning and concentrated equity positions.

After a brief tenure as a consultant, Mark was inspired to join the wealth management industry by his desire to create a higher standard for clear, actionable financial advice. He joined Atlantic Trust Private Wealth and later transitioned to the J.P. Morgan Private Bank, where he spent nearly nine years before moving to Morgan Stanley.

Mark holds the Chartered Financial Analyst® (CFA®) and Certified Financial Planner™ (CFP®) designations and is licensed in life insurance and mortgage-related services. He earned a B.A. in Economics from the University of Texas at Austin, where he was a football letterman.

Active in the Austin community, Mark and his wife, Casey, attend The Austin Stone Church and are members of Austin Country Club and Westover Hills Club. Away from the office, he enjoys coaching his sons’ sports teams, golfing, hunting, fishing, and cheering on the Longhorns.
Securities Agent: WV, SD, MS, AR, MT, CO, AZ, RI, OH, NV, MD, IL, AK, OK, NE, ME, MA, DE, VI, UT, TX, TN, PA, NH, ND, LA, IN, CA, VA, GA, CT, WA, NC, SC, MI, HI, DC, AL, WY, VT, OR, NM, KS, ID, IA, WI, PR, NY, NJ, MO, MN, KY, FL; General Securities Representative; Investment Advisor Representative

About Me

Alan Shaw helps successful families and family offices clarify their financial goals and build tailored, tax-efficient portfolios aligned with those objectives. Drawing on nearly 15 years of experience in portfolio construction and asset allocation across public and private markets, Alan seeks to meet each client where they are—matching the desired level of engagement and portfolio complexity with thoughtful planning and disciplined implementation.

Before joining Morgan Stanley, Alan served as an Investment Specialist at J.P. Morgan, supporting more than $4 billion in client assets across Central and South Texas. This background provides him with a deep understanding of multi-generational wealth considerations and the challenges that often accompany significant balance sheets. Today, he collaborates with business owners, corporate executives, land owners and family offices, leveraging the diverse expertise of his senior partners to integrate investment strategy with tax and estate planning considerations.

Alan holds the Series 7, 63 and 65 securities registrations and is licensed to offer life insurance solutions. He earned a Bachelor of Business Administration in Finance and Accounting from the University of Michigan’s Stephen M. Ross School of Business.
Based in Austin’s Zilker neighborhood, Alan is an active member of the University of Michigan alumni community and enjoys hiking, running, golf and pickleball.
Securities Agent: AK, SC, NV, NJ, IL, DE, OH, MI, ID, HI, WI, SD, PA, ME, IN, FL, AZ, VA, UT, NY, MS, MO, MD, LA, CO, CA, WV, OK, ND, MT, KS, AL, TN, DC, WY, VT, OR, MN, KY, AR, VI, TX, PR, NM, NC, WA, RI, NH, MA, GA, CT, NE, IA; General Securities Representative; Investment Advisor Representative

About Nevin Arimilli

Nevin Arimilli is passionate about empowering individuals and multigenerational families to work toward the financial goals that shape their lives. As a Private Wealth Management Business Development Director, he collaborates with Morgan Stanley Financial Advisors to design thoughtful strategies and provide a seamless client experience—always striving to build relationships grounded in trust, transparency and open communication.

Nevin began his career in 2023 at J.P. Morgan Private Bank, supporting a select group of advisors and gaining first-hand insight into the complexities of wealth management. He joined Morgan Stanley in 2026, bringing a disciplined, analytics-driven mindset and a commitment to personalized service.

A graduate of The University of Texas at Austin’s McCombs School of Business, Nevin earned both a B.B.A. in Finance and a Master of Science in Business Analytics. He holds the Series 7 and Series 66 licenses.

Born and raised in Austin, Nevin enjoys giving back to the community that helped shape him. Outside the office, you’ll often find him on the tennis court—he was a member of UT’s 2019 NCAA National Championship team—or exploring the outdoors and new travel destinations with family and friends.

About Annika Coffman

Annika Coffman works with ultra-high-net-worth families in Austin and across the country, striving to help them build, preserve and transfer wealth with clarity and confidence. She believes effective advice begins with genuine connection: by understanding each family’s priorities, dynamics and values, Annika seeks to develop strategies that can serve multiple generations.

Annika joined Morgan Stanley Private Wealth Management in 2026 as part of a six-person advisory team that transitioned together from JPMorgan. Earlier, she interned with the Private Bank in 2023 and became a full-time analyst in 2024, experiences that deepened her commitment to client service and holistic planning.

A graduate of Cornell University, Annika earned a Bachelor’s degree in Sociology with minors in Business and Inequality Studies. She holds the SIE, Series 7 and Series 66 licenses.

Passionate about increasing women’s voices in financial decision-making, Annika is active in local run clubs, the Cornell Club of Austin and is exploring opportunities with women’s service organizations. Away from the office, she enjoys running the Lady Bird Lake trail, live music and spending time with her close-knit family in Austin.
Wealth Management
Global Investment Office

Portfolio Insights

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Compensation Practices of Investment-Focused Family Offices
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Compensation Practices of Investment-Focused Family Offices

Competitive compensation is key to attracting and retaining the best talent for your single family office. Discover the latest trends on relevant pay, benefits and bonus structures in Morgan Stanley's 2025 benchmarking report.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Larry Fitzgerald Jr.'s Playbook on Leadership and Values
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Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

1Morgan 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

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2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Morgan 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.

Asset Allocation does not assure a profit or protect against loss in declining financial markets.

The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

Lifestyle Advisory Services: Products 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.

Private Bankers are employees of Morgan Stanley Private Bank, National Association.

Morgan 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

Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)