Our Story

Our comprehensive, proactive approach to wealth management helps to differentiate our team in this industry.  While performing the functions of an investment office for our clients, our approach to addressing client needs is solutions based.  We pride ourselves on our mission to deliver an exceptional client experience, and the longevity of our client relationships is the testament to our focus on those clients.  As these relationships mature and evolve we showcase our abilities to address complex investment and planning needs.Over the years we have embraced the challenges of developing solutions for multi-faceted clients.  We have fostered a culture of collaboration within our organization, our industry, and our clients.  Across our diverse client base, our philosophy has been grounded in the same fundamentals: independence and advocacy, education, and customization.  We have extensive experience in serving the needs of sophisticated investors and we pride ourselves on the skills of our team and our ability to consistently deliver customized solutions to complex investment issues.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Estate Planning Strategies3
  • Retirement Planning4
  • 401(k) Rollovers
  • Planning for Education Funding5
  • Professional Portfolio Management6
  • Annuities7
  • Lending Products
  • Life Insurance8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

We Are a Multigenerational Team Serving Multigenerational Families

We are proud to serve an exceptional group of people. Many are retirees. Some are multi-generational families. Others are working professionals and entrepreneurs.
Essentially, all have accumulated significant assets and need a team of trusted advisors to help them:

- Maintain their current lifestyle now and in retirement

- Manage a major life transition with confidence, such as the sale of a business, the generational transition  
  of assets, the receipt of a lump sum distribution, divorce or the loss of a loved one

- Serve future generations and leave a lasting legacy

Financial Guidance for You and Your Family

At The Fister Group, we are devoted to earning your trust every day through ready access and open conversations, so we may be recognized as an important  part of your financial journey, helping to secure your family’s financial success with clarity and confidence for generations to come.

    Working With You

    As your life evolves, not only does your financial strategy become more complex, but your options for implementing it increase as well.  At The Fister Group, we use a process that measures success by how you are progressing toward meeting the goals most important to you.  This thoughtful approach enables us to design and implement appropriate solutions to guide you in achieving and maintaining financial success.

    Step 1: Understanding You
    We begin with an in-depth conversation to understand your goals and the goals of your family, the concerns you have and what you ultimately would like to achieve.

    Step 2: Analyzing Your Needs
    Next, we review your current and future financial situation, identify the likelihood of reaching your goals, and address any potential shortfalls of the impact of unexpected life events.  In this step, we'll also reach out to your CPA and estate attorney to understand your existing tax and estate plans, so we may coordinate our strategies.

    Step 3: Tailoring a Solution for Your Specific Goals
    Here, we'll prepare a comprehensive wealth management plan that addresses your individual income and cash flow needs, investment objectives and guidelines, and risk/return parameters.

    Step 4: Implementing Your Plan
    With our guidance, you'll have access to a comprehensive array of strategies, services, and programs that are designed to work in tandem to help grow, preserver and transfer wealth, while remaining aligned with your personal goals and aspirations.

    Step 5: Monitoring Results Against Your Goals
    We oversee your progress on a daily basis and review the performance through ongoing calls and meetings.  We may recommend adjustments over time, due to changing market conditions or changes in your circumstances, to help you stay on track towards achieving your goals.

      Our Clients

      Our clients are much more than a portfolio of assets- they are families with active lives, who seek a team of advisors who will provide them with thorough, unbiased and carefully considered guidance on a full range of financial needs. When you work with us, you will be treated with respect, care, confidentiality and an unwavering commitment to you and your family.

      We enjoy building deep and enduring relationships and have found we work best with individuals, families, and business leaders who priorities focus on:

          - Working with a team of thoughtful financial advisors
          - A multi-generational view of family
          - A long-range picture of retirement and personal goals
          - Open conversations about wealth planning and investment expectations

      Our clients include:

          - Financially successful individuals
          - Multi-generational private wealth families
          - Retirees and individuals planning for retirement
          - Corporate executives, professionals, and small business owners
          - Individuals experiencing a significant liquidity event, who need guidance in managing the financial and interpersonal complexities it creates

      While each client has a unique personal and professional situation, collectively they all have one in common: they are focused on achieving very specific financial goals, so they may secure their family's financial future and pursue their personal passions.

        Location

        444 East Main St
        Ste 111
        Lexington, KY 40507
        US
        Direct:
        (859) 231-9510(859) 231-9510
        Toll-Free:
        (800) 354-9559(800) 354-9559

        Meet The Fister Group

        About Me

        Morgan has grown up with significant exposure to the financial services industry. His father, Walter, began The Fister Group at Morgan Stanley in 1980.  Upon graduation from the University of Kentucky with a Bachelor of Sciences degree in Accounting, Morgan worked in the public and private sectors as a Certified Public Accountant (non-practicing at Morgan Stanley).  Making the decision to join his father’s practice in 1998, it has been Morgan’s goal to create a boutique-like, multi-generational wealth management experience for the clients of The Fister Group.  Morgan’s core responsibilities include practice management, financial planning, portfolio management, and multi-generational family wealth management.

        When Morgan is not serving his clients, he enjoys spending time with his wife Taylor and his two sons McMillan and Sims.  Staying active, Morgan enjoys hunting, golfing, mountain biking, and skiing.
        Securities Agent: TX, KY, WV, WI, WA, VI, VA, TN, SC, PA, OR, OH, NY, NJ, NE, NC, MS, MO, MN, MI, ME, MD, MA, LA, KS, IN, IL, IA, GA, FL, DC, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 1261827

        About Me

        Like his brother, Justin has always been around the financial services industry. He made the decision to join his father and brother with the Fister Group in 2002 after 10 years in the banking industry.  Justin is a graduate of the University of Kentucky earning a Bachelor of Arts degree in Political Science.  His primary focus on the team is equity research and relationship management with a focus on client experience.  

        Justin enjoys spending time outdoors, in his free time you can find him hunting, fishing, or working on the family farm. Additionally, Justin is working on building his collection of specialized antiques.
        Securities Agent: TX, KY, WV, WA, VA, TN, SC, PA, OR, OH, NY, NJ, NE, NC, MS, MO, MN, MI, MA, IN, IL, IA, GA, FL, DC, CO, CA, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 1290507

        About Me

        Understanding the importance of multi-generational wealth management, Andy joined the Fister Group in 2017.  Andy has had an extensive financial services career spanning over 4 decades.  Graduating from the University of Denver with a B.S.B.A. in Finance in 1974, Andy continued his education and earned his graduate degree from the University of Washington.  Andy worked at National City Bank early in his career before becoming a Financial Advisor in 1994.  To better serve his clients, he made the decision to join Morgan Stanley predecessor firm, Smith Barney in 2003.  Andy is a student of the industry with a deep knowledge and global perspective of the financial markets.  His primary responsibilities for the team are portfolio management, equity research, and relationship building.

        When Andy is not serving his clients he enjoys spending time with his family, playing a round of golf, skiing, and driving classic cars.
        Securities Agent: TX, KY, WY, WV, WA, VT, VA, TN, SC, PA, OR, OH, NY, NJ, NE, NC, MS, MO, MN, MI, MA, IN, IL, ID, IA, GA, FL, CO, CA, AL; General Securities Representative; Investment Advisor Representative
        NMLS#: 1279432

        About Me

        Upon graduation from the University of Kentucky in 2006, earning a Bachelor of Business Administration in management degree, Lilly joined The Fister Group at Morgan Stanley as the team's client service associate.  Since joining the team, Lilly has obtained the required FINRA securities licenses to allow her to serve the financial needs of her clients.  Her focus for the team is to provide the best client experience possible with regards to their service and operational needs. She is highly skilled in the areas of financial planning, cash management and lending solutions.   Lilly continues to be recognized by the firm for her efforts, being promoted to the role of Wealth Management Associate for The Fister Group.

        Lilly enjoys spending time with her husband Evan, traveling, scuba diving, and volunteering for the Lexington Public Library when she is not providing a world class service experience for the clients of The Fister Group.

        About Me

        Lee is a Registered Associate for The Fister Group, which he joined in 2017. He is a Lexington native and graduate of the University of Kentucky earning a Bachelor’s degree in Economics.

        He holds the Series 7 and Series 66 licenses to better serve client’s needs. Lee assists with all aspects of day-to-day team operations focusing on performance reporting, investment research, cash management and lending solutions.

        Outside of the office, Lee is an avid runner, golfer and enjoys spending time with friends and family

        About Me

        Sarah is a new addition to our team. She grew up in Versailles, just outside of Lexington. Sarah graduated from the University of Kentucky in 2019, earning a Bachelor’s degree in Finance in just three years. Sarah joined The Fister Group in the fall of 2018. She then transitioned to a client service associate for the team. Now she supports the team with daily operations.

        Sarah enjoys running, hiking, and cooking for her friends and family when she is not in the office.

        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

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        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.
        Art as An Asset
        CRC 2274738 01/19

        Art as An Asset

        Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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        Ready to start a conversation? Contact The Fister 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 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.

        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 (“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.

        5Morgan 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.

        6Morgan 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.

        7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        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