Our Story and Services

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Services Include
  • Retirement Planning1
  • Wealth Management2
  • Institutional Services
  • Cash Management and Lending Products3
  • Alternative Investments4
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

“Someone is sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett

With over 30 years of experience in the financial services industry, The Fisher McGlothin Group at Morgan Stanley can assist in directing you through any financial situation or responsibility. Our trusted wealth management advice and security is held to the highest standard and has one focus: our clients. Employing thoughtful evaluation and planning, our team will guide you through the investment process with sound decision making that meet your objectives and needs for the future.

    Events

    The Fisher McGlothin Group periodically hosts events for clients and guests to provide educational opportunities and to facilitate an enjoyable atmosphere where clients engage in meaningful conversations. Some of the events include:


    Knoxville Symphony Show House Reception
    This client appreciation event supports the Knoxville Symphony Orchestra and provides an enjoyable environment for local clients to engage and network over cocktails and hors d’ oeuvres.



    Defending Your Portfolio – A Self-Defense Workshop for Women
    This event included a discussion of various investing techniques to mitigate risk in portfolios. A self-defense workshop followed, led by two female police officers.


    Charlotte Dinner
    This dinner hosted for our local Charlotte clients included a Q&A session with Kevin Kisner, a golf pro, who shared stories about life as a PGA Tour Golfer. There were also presentations from representatives with Blackstone, J.P. Morgan, and Legg Mason discussing ways to lower risk with alternative strategies.

      Community Involvement

      The Fisher McGlothin Group is proud to support many nonprofit organizations that create a positive impact on communities in our area. Contributing to these organizations is a way our team shows appreciation for the long-term benefits they deliver. Nonprofit organizations and programs that our team supports include:

      Boys and Girls Clubs of the Tennessee Valley
      Emerald Youth Foundation
      Big Brothers Big Sisters
      Second Harvest Food Bank
      Knoxville Fellows Program
      Childhelp USA
      Hope Resource Center
      Knoxville Symphony Orchestra
      Knox Area Rescue Ministries 
      Greater Knoxville YMCA
      Joni and Friends Tennessee
      Senior Citizens Home Assistant Service
      Rotary International
      Executive Women International

        We Hear You

        Maintaining a great team is our key to success. Everyone who works with us is committed to helping you succeed.

        Along with our financial experience, we pride ourselves on being strong communicators. That means we take time to listen carefully to you. We also work hard to make sure you understand—and are comfortable with—any financial options we suggest.

          Location

          1111 Northshore Drive
          Suite N-160
          Knoxville, TN 37919
          US
          Direct:
          (865) 558-9000(865) 558-9000
          Toll-Free:
          (800) 448-0020(800) 448-0020
          Fax:
          (866) 755-9037(866) 755-9037

          Meet The Fisher McGlothin Group

          About Me

          I am a First Vice President and Financial Advisor with The Fisher McGlothin Group at Morgan Stanley. With over a decade of experience in the financial services industry, I focus on asset allocation, portfolio construction and ongoing review of financial plans for institutions and affluent families.

          A graduate of Wake Forest University, I received my B.S. in Business from The Calloway School of Business and Accountancy. In 2004, I began my professional career at our team’s predecessor firm, Smith Barney. Five years later, I achieved partner status in what is now The Fisher McGlothin Group.

          My primary responsibility to our clients is building, implementing, monitoring and amending customized wealth management strategies, including retirement plans and trust services. Closely monitoring relationships with equity, fixed income and alternative investment managers allows me to consistently test and refine the team’s investment management process. I thoughtfully allocate strategies in each client’s portfolio with an emphasis on tax and risk management.

          Proud to be a Knoxville native, I love the people and natural beauty of East Tennessee. My community involvement includes active board membership with Boys & Girls Clubs of the Tennessee Valley, Senior Citizens Home Assistance Service, Joni and Friends Knoxville and The Knoxville Fellows Program. A member of Cedar Springs Presbyterian Church, I enjoy participating in Bible Study Fellowship and mentoring children through Big Brothers Big Sisters. Personal interests include world travel, reading, running, college athletics and anything related to the history of the financial markets.
          Securities Agent: TN, WI, VT, VA, UT, TX, SC, PA, OK, NY, NJ, NH, NC, MT, MS, MO, MI, ME, MD, MA, LA, KS, IN, IL, ID, GA, FL, DC, CT, CO, CA, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative

          About Me

          I am a Senior Vice President, Senior Investment Management Consultant and Financial Advisor with The Fisher McGlothin Group at Morgan Stanley. With more than 30 years of experience in the financial services industry, I focus on comprehensive wealth management strategies for affluent families, employee benefits for corporations and investment management for environmental remediation funds. 

          A graduate of the University of South Florida with a B.S. in Finance, I got my start in financial services in commercial banking, culminating in division management. Later I transitioned to private banking where I established and managed a Florida location for a regional bank. In 2001, I joined Salomon Smith Barney, which later became Morgan Stanley, as a Financial Advisor. 

          Continuing education is important to me. In 2010, I earned the designation of Chartered Retirement Plans Specialist. As a CRPS, I have completed a rigorous course of study encompassing the design, maintenance and administration of retirement plans.
          Morgan Stanley selected me to participate in their Family Wealth Advisor program, which is designed to deliver comprehensive solutions to complex matters facing our clients, including asset and liability management, insurance and wealth transfer strategies.

          Wanting to give back to my community, I have served on numerous committees for non-profit organizations. My longest tenure was as a volunteer and board member with Hope Resource Center, ultimately serving as Board Chairman. I am currently Vice Chairman of the Board of Knox Area Rescue Ministries. My husband John and I are members of the Cedar Springs Presbyterian Church and are blessed with three children, nine grandchildren and one very pampered dog.
          Securities Agent: TN, FL, WI, VT, VA, UT, TX, SC, PA, OK, NY, NJ, NH, NC, MT, MS, MO, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, HI, GA, DC, CT, CO, CA, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 1305278

          About Me

          I am a Financial Advisor with The Fisher McGlothin Group at Morgan Stanley. My primary focus is assessing the needs and goals of our clients in order to present comprehensive financial plans.

          I graduated with a B.S. in Psychology and a minor in Religion from the University of Georgia. I began my professional career working for a non-profit organization primarily focusing on the development and engagement of cross-sector community leaders. In that capacity, I also recorded, monitored and reported all organizational financial matters.   Having moved to Knoxville four years ago, I am enjoying exploring all that East Tennessee has to offer. I am an alumnus of the Knoxville Fellows, a Christian leadership development program that focuses on service to our Knoxville community. I am passionate about education and have volunteered at Emerald Youth Foundation with their after-school program for elementary aged students. I am also an active member of Rotary International and Executive Women International. I also enjoy researching new recipes, college football, golf and attending live concerts.
          Securities Agent: TN, WI, VT, VA, UT, TX, SC, PA, OK, NY, NJ, NH, NC, MT, MS, MO, MI, ME, MD, MA, LA, KS, IN, IL, ID, GA, FL, DC, CT, CO, CA, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative

          About Me

          I am a Wealth Management Associate with The Fisher McGlothin Group at Morgan Stanley. With over 40 years of experience in the financial services industry, I concentrate on sophisticated wealth management strategies and tactical solutions for business owners, corporate executives, families and institutional clients. 

          I hold a B.A. in Economics from Miami University and attended Cleveland Marshall Law School. I began my career in corporate and institutional banking, providing a full array of banking services to institutional clients. After serving as City President for a major bank, I transitioned in 2001 to the securities industry, joining Salomon Smith Barney (a predecessor to Morgan Stanley) as a Financial Advisor. My role has evolved over time in response to the growth of our practice and the needs of our clients. Practice management and team dynamics are my highest priority.

          Throughout my career, I have volunteered in leadership positions with non-profit organizations. As past President of the Knoxville Opera Company I instituted changes to help ensure continued viability. As a former board member of the Tennessee Theatre I co-chaired the major donors campaign for a facility restoration. I also previously chaired the Development and Finance Committees for Freedom in Christ Ministries as they transitioned from California to Knoxville. Other charities I have supported in recent years include Childhelp USA, Knoxville Chamber of Commerce, Knoxville Symphony Orchestra, Greater Knoxville YMCA, Boys & Girls Clubs of the Tennessee Valley, UT Knoxville Chancellor's Associates, and Leadership Knoxville. In my free time, I enjoy tennis, reading and world travel.

          About Me

          I am a Registered Associate with The Fisher McGlothin Group at Morgan Stanley.  My role is to support the team operationally with new relationships, account maintenance and money movement.  Our clients consider me the point person for anything related to their administrative needs.

          I am a recent graduate of The University of Tennessee, receiving a Bachelor of Science in Finance with a concentration in Accounting.  My college activities included The University of Tennessee Investment Group and Finance Executives International.

          A native of Ohio, I enjoy traveling home frequently to spend time with family.
          From Our Team

          Michael Wilson: Monthly Investment Perspectives Webcast


          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
          Investing in Artificial Intelligence and Automation

          Investing in Artificial Intelligence and Automation

          AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

          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
          From Clueless to Clued In: Teaching Teens About Money

          From Clueless to Clued In: Teaching Teens About Money

          As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

          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
          Facing Financial Stress? Your Employer May Be Able to Help

          Facing Financial Stress? Your Employer May Be Able to Help

          Many of us face money worries. You may be able to get advice and education from an unexpected source.

          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
          Choosing an Environmental Charity

          Choosing an Environmental Charity

          There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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          Ready to start a conversation? Contact The Fisher McGlothin Group today.
          Market Information Delayed 20 Minutes
          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 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

          4Alternative 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.

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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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