Our Story and Services

At the Fortis Group at Morgan Stanley, we believe that your financial life is more than just your investment portfolio. Whether you’re planning for retirement or seeking to secure your family’s legacy, our approach emphasizes the importance of the success of your goals and the effect they have on your well-being and the well-being of your loved ones.

We begin each relationship by taking our clients through the financial planning process. Doing this, you will feel more comfortable knowing we’ve completely understood all of your goals before ever suggesting a product. After we’ve fully understood your objectives, we are able to suggest investment solutions we have vetted through extensive analysis and deem appropriate to help you achieve your goals.

Our name – Fortis – comes from the Latin word meaning strong, steadfast and resolute. We chose this name as it represents our promise to our clients. Our team consists of fourteen dedicated professionals who are committed to ensuring our clients receive the highest standard of care and service. We pride ourselves on our client service model which is centered on accessibility. Our promise to our clients is to be reliably within reach during normal business hours and beyond.


At the Fortis Group, we know our “why”… it’s you. Now let us help you take care of yours.
Services Include
  • Financial Planning1
  • 401(k) Rollovers
  • Corporate Retirement Plans2
  • Estate Planning Strategies3
  • Business Succession Planning4
  • Executive Financial Services5
  • Institutional Services
  • Endowments and Foundations6
  • Trust Accounts7
  • Annuities8
  • Life Insurance9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

The Monthly Atlas

Volume 1. Chapter 5 || May 2019

SNAP SHOT

• U.S. stock markets extended gains as strong sector leadership takes hold again
• International stocks underperformed U.S. stocks
• Disconnect between U.S. stock performance and U.S. economic data
• While headline GDP looks strong, came off a drop in U.S. imports
• Continue to favor defensive positions into 2019
  • MARKET OVERVIEW
    Markets continued to trend higher throughout the month as U.S. stocks added 4% for the month on the backs of ongoing exuberance surrounding U.S. markets. Also notable was the strong sense of sector leadership which has taken grasp since the beginning of the year. The information technology sector added an additional 6.4% for the month, strengthening its dominance over stock markets. While healthcare, consumer staples and utilities continue to be the laggards, both from a performance perspective and from a sector leadership perspective, over the last couple of years .

    The March jobs report showed U.S. employers were able to add 196,000 jobs around the country, a solid rebound from the dismal 33,000 recorded in February . This was a bright light for investors who were worried the February report was the beginning of gloomy trend. Wages also took a healthy step up as they increased by 3.2% on a year-over-year basis ; a good development for Americans across the country. All-in-all, it was another strong jobs report for the month and, maybe more importantly, something the Federal Reserve will be comfortable with.

    International stocks underperformed U.S. stocks throughout the month as renewed concerns regarding Brexit and ongoing disappointing data out of Germany and France were a drag on returns.
  • INTERESTING OBSERVATIONS
    A disconnect is forming between the returns of the broad U.S. stock market and U.S. economic data. The Citi U.S. Economic Surprise Index (CESI-US) measures economic data that surprises to the upside or downside relative to market expectations; positive readings indicate data releases have been stronger than expected, and negative readings indicate the data releases have been worse than expected. As one can imagine, the CESI-US and U.S. stock markets have a tight relationship. If CESI-US is trending upward, economic data is surprising to the upside which usually coincides with a move up in broad U.S. stock markets, while if CESI-US is trending down, economic data is surprising to the downside, which pulls down stock markets. While this connection is quite intuitive, breaks from this stand-out and are worrying. This is where we are today. Since the beginning of 2019, U.S. economic data has continued to surprise to the downside and, all the while, U.S. stock markets have continued to march upward… even in the face of these disappointing data releases. This tells us one of two things: markets know something that the data doesn’t, or they have gotten a little ahead of themselves. Now, maybe it’s the cynic in me, but I lean more toward the latter.

    The idiom “the devil is in the details” was originally coined from the phrase “God is in the detail” which dates back to the 1880s. Interestingly, the original idiom was used to express the idea work should be done thoroughly and details are important. However, today’s version has been flipped on its head, and has taken on a sinister connotation with a very mysterious element to it. The “devil” in question is the implication that something can look fine on the surface but upon closer investigation can be very different, or even misleading. We kept this in mind as we read The Bureau of Economic Analysis (BEA) report of first quarter GDP growth, which came in at 3.2%. On the surface, a reading of 3.2% GDP is great for headlines. Reaching the highest level of growth in years signals good times to come for the average American. However, we know the devil is in the details, and things may be more than they seem. Our Investment Committee focuses on how the 3.2% growth is derived, as opposed to the headline effect it has. Upon investigation, we noticed something very unusual: U.S. net exports accounted for 1.03% of the 3.2% growth rate .
  • Let’s break this down. Net exports of goods and services is a simple equation: total exports (goods and services shipped from the U.S. abroad) minus total imports (goods and services shipped in to the U.S. from abroad) equals net exports. A contribution to growth of U.S. exports can signal a very good thing -- U.S. businesses are selling more abroad and people from all over the world want our goods. This is something that happened in the second quarter of 2018 when increased tariffs caused buyers from around the world to purchase U.S. soy beans to circumvent the impending hike . However, the first quarter of 2019 signals a different tale, with net exports increasing not because U.S. businesses were able to sell more abroad, but because imports dropped. More specifically, imports from China are estimated to drop by -19% on a year-over-year basis, the largest pullback in imports from China since 2008–2009 . From the Investment Committee’s point of view, this is a concerning development as imports into the U.S. are thought of as a proxy for U.S. consumer’s demand. In short, if imports are dropping off, it is also likely the case that consumer demand has also taken a step back, which is not a good situation for the U.S.’s overall growth prospects. See? The devil is always in the details.
  • PERSPECTIVES
    While our concerned perspective has not been the most accretive, we continue to be more apprehensive regarding positioning in stock markets today. While talk for stocks to melt-up throughout the year has been garnering more attention we feel this is a difficult place to allocate capital. With valuations on U.S. stocks are at the high end and continued conviction that earnings estimates are overly optimistic we remain hesitant.

    The Federal Reserve and global central banks continue to be a necessary component in the stability of stock markets, something which makes the Investment Committee worried. We are favoring defensive positions for the time being, and will continue to make further adjustments as geopolitical and market conditions unfold throughout the year.
    DOWNLOAD A PDF OF THIS DOCUMENT HERE
  • SOURCES
    Akane Otani, WSJ ‘Bond Rally Suggests the Stock Market Honeymoon Is on Borrowed Time’, https://www.wsj.com/articles/bond-rally-suggests-the-stock-market-honeymoon-is-on-borrowed-time-11549202400
    Avi Salzman, ‘The S&P 500 Is Off to its Best Start Since 1998’, https://www.barrons.com/articles/the-s-p-500-is-off-to-its-best-start-since-1998-51553908143?mod=past_editions
    Sarah Chaney, WSJ ‘Hiring Slumps, Though Broad Picture Suggests Expansion Will Continue’, https://www.wsj.com/articles/u-s-economy-added-20-000-jobs-in-february-11552052013
    Nick Timiraos, ‘Fed Keeps Interest Rates Unchanged’, https://www.wsj.com/articles/fed-keeps-rates-unchanged-signals-no-more-increases-likely-this-year-11553104999?mod=itp_wsj&ru=yahoo
    https://www.newyorkfed.org/medialibrary/media/research/capital_markets/Prob_Rec.pdf
    https://www.bea.gov/data/income-saving/personal-saving-rate
    https://www.history.com/topics/inventions/automobiles
    AnnaMaria Andriotis and Christina Rexrode, WSJ ‘Auto Lenders Ramp Up Risk to Win More Customers’, https://www.wsj.com/articles/auto-lenders-ramp-up-risk-to-win-more-customers-1528639200
    Daniel Ruiz, ‘Blinders Off View of the Automotive Sector’, https://www.blindersoffresearch.com/blog/a-blinders-off-view-of-the-automotive-sector
    Danielle DiMartino, Daily Feather: ‘Endgame Preview’, https://quillintelligence.com/2019/04/03/endgame-preview/
  • DISCLOSURES
    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. The strategies and/or investments discussed in this material may not be suitable for all investors. Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

    Information contained herein has been obtained from sources considered to be reliable, but we do not guarantee their accuracy or completeness. The views expressed herein are those of the author and do not necessarily reflect the views of Morgan Stanley Wealth Management or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results.

    The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization US stocks. An investment cannot be made directly in a market index.

    The Barclays Capital U.S. Aggregate Bond index measures the performance of the U.S. investment grade bond market. An investment cannot be made directly in a market index.

    The Barclays Capital Global Aggregate Bond Index is a market-weighted index of global government, government-related agencies, corporate and securitized fixed-income investments... An investment cannot be made directly in a market index.

    The Russell 1000 Growth Index measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values. An investment cannot be made directly in a market index.

    The Russell 1000 Value Index measures the performance of those Russell 1000 companies with lower price-to-book ratios and lower forecasted growth values. An investment cannot be made directly in a market index.

    The MSCI Europe, Australia, Far East (MSCI EAFE) Index is a capitalization-weighted index that tracks the total return of common stocks in 21 developed-market countries within Europe, Australia and the Far East. An investment cannot be made directly in a market index.

    The MSCI All Country World Index (ACWI) is a free float-adjusted market capitalization index that is designed to measure equity market performance in the global developed and emerging markets. An investment cannot be made directly in a market index.

    The MSCI Emerging Markets Index is a free-float-adjusted market-capitalization index that is designed to measure equity market performance in developed and emerging markets, excluding the United States. An investment cannot be made directly in a market index.

    The Russell 2000 Index measures the performance of the 2,000 smallest companies in the Russell 3000 Index. An investment cannot be made directly in a market index.

Corporate Retirement Solutions

At the Fortis Group at Morgan Stanley, we believe that your corporate retirement plan exists for one reason: your people. When working with plan sponsors, we focus our efforts on the success of the participant, often finding that the success of the plan is not far behind. Furthermore, we work to reduce the administrative burden of the plan sponsor, thus allowing you to focus more on the needs of the employees that are responsible for your company's growth. With less time spent on the day-to-day minutia, we free you up to get back to doing what you do best.
  • About Us
    Our expansive team has the breadth to service corporate retirement plans of all sizes. No matter the size of the plan or number of participants, we believe in taking great care your employees so that your plan and your company can prosper.
    Click Here to Learn More
  • Your Fiduciary Liability
    Understanding your fiduciary liability can be difficult, and is often a source of stress for plan sponsors. We can help you understand your fiduciary liability and, in some cases, even employ strategies to help you reduce this burden and obtain peace of mind.
    Click Here to Learn More
  • Sample Education Plan Statement (EPS)
    Having an Investment Policy Statement (IPS) for your corporate retirement plan is a no-brainer and a must-have. However, if you don't have an Education Plan Statement (EPS) then how can you be sure your plan's advisors are properly educating your participants? We've seen first hand how proper participant education can bolster participation rates and participant success.
    Click Here to View a Sample Education Plan Statement
  • Third-Party Plan Benchmark Report
    Benchmarking your plan is an effective way stay abreast of changing industry trends, assess participant metrics and measure your plan's features against those of
    comparable companies. It also offers insight into the costs associated with maintaining a plan and whether those costs are in line with industry norms. We utilize a third-party company to produce benchmark reports, so that you can be sure you're receiving the most objective and impartial assessment possible. Email us at fortiswm@ms.com to request a FREE Third-Party Plan Benchmark Report

Financial Freedom: Building Wealth to Live the Life You Love

What does financial freedom mean to you? For some, it is synonymous with financial security. But, for others, the definition of financial freedom goes beyond money to include living with purpose, cultivating a healthy mind and spirit or being able to pursue their dreams without fear of the unknown or unexpected.
No matter how you define it, the fundamental steps of mapping a path to the opportunities that financial freedom offer are the same.

By Jonathan Young, CFP (R)
Senior Vice President
Financial Advisor
  • 1. Define your goals.
    What is your vision of a successful life? Defining your goals as specifically as possible helps you begin to establish priorities and distinguish between needs and wants. Once you have clearly identified your priorities, you can start thinking about what types of financial trade-offs or lifestyle compromises you’re willing to make to achieve your version on success, on your own terms.
  • 2. Set a budget.
    Living on a budget may sound limiting, but in reality, a budget is a valuable tool for helping you do the things you really want by showing you how much money you will need to do them. Start by calculating your income and tracking your current expenses. Then, separate your needs from your wants in the content of your overall goals. Once you set your budget, the most important thing is to stick to it, monitor how you’re doing and then adjust if necessary.
  • 3. Make a habit of saving
    Saving early, automatically and often is the cornerstone of an effective wealth creation strategy as it allows you to take advantage of the power of compound interest. Prioritize saving over optional expenses and make automatic deposits to your savings, investment or retirement account, if your company enables you to do so. In addition, contributing to a flexible spending account, health savings account, retirement plan or education savings account enables you to take advantage of tax benefits. You can also trim spending by changing your habits—for example, bringing, instead of buying, lunch or unsubscribing from retailer email lists to avoid the temptation to buy things you don’t really need.
  • 4. Align your investment strategy with your goals.
    If you’re thinking about investing, you’ll want to formulate an investment strategy that helps you achieve your goals. Begin by figuring out how much you’ll need (your target), when you’ll need it (your time frame) and how much risk you can live with (your risk tolerance). These inputs help to define your asset allocation—the mix of asset classes (stocks, bonds, cash equivalents and other investments) in your portfolio. Since different asset classes tend to behave differently under different market conditions, the goal is to find the mix of investments that has the highest probability of helping you reach your goals.
  • 5. Establish good credit.
    Don’t estimate the value of a high credit score. Your credit score is how people assess the level of financial risk associated with giving you a loan or conducting any kind of business with you, including renting an apartment or buying a cell phone. To improve your credit score, pay your bills on time, borrow (but don’t over-borrow) and monitor your credit reports from each of the three main credit score suppliers—Equifax, Experian and TransUnion—on a regular basis.
    Get Started - Fill out this questionnaire and email it to FortisWM@ms.com
  • Disclaimers
    Financial Freedom: Building Wealth to Live the Life You Love: “This article has been prepared for informational purposes only. The information and data in the article has been obtained from sources outside of Morgan Stanley. Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of the information or data from sources outside of Morgan Stanley. It does not provide individually tailored investment advice and has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this article may not be suitable for all investors. Morgan Stanley recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
    Asset Allocation does not assure a profit or protect against loss in declining financial markets.
    Morgan Stanley Smith Barney LLC is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley Smith Barney LLC (“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.
    Jonathan Young may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where he is registered or excluded or exempted from registration, fa.morganstanley.com/fortis. Artilce Courtsey of Jonathan Young, CFP, Senior Vice President, Financial Advisor, The Fortis Group at Morgan Stanley, 4449 Easton Way, Suite 300, Columbus OH, 43219, (P) 614-473-2477
    © 2018 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 2149159 06/2018

Family Office Resources

With your family's mission at the forefront of the conversation, we provide solutions for the wellbeing of your financial life and beyond. The solutions we provide help to ensure that your family's unique needs are met with proven strategies that are backed by the unwavering efforts of our experienced team of professionals.

Location

4449 Easton Way
Suite 300
Columbus, OH 43219
US
Direct:
(614) 269-3401(614) 269-3401
Fax:
(614) 867-9292(614) 867-9292
41 S. High St.
Suite 2700
Columbus, OH 43215
US
Direct:
(614) 229-4925(614) 229-4925

Meet The Fortis Group

About Me

As the founder of The Fortis Group, Michael envisioned a financial advisory team that placed clients’ needs at the forefront of the practice. His approach is centered on obtaining and understanding his clients’ goals and objectives before anything else. He is a steadfast advocate on the importance of “process over product.” A talented portfolio manager, Michael has helped his clients navigate through markets with incredible resolve and efficiency. His 20 years of industry experience coupled with the strength of his team make Michael an incredible resource in the often-complicated financial lives of his clients.

Michael joined Morgan Stanley in 1999. He has particular expertise in providing solutions for business clients in need of corporate retirement plan solutions (such as 401(k)s, 403(b)s, Multiple Employer Plans, Frozen Defined Benefit Plans, and strategies for highly compensated employees). So that he can remain a knowledgeable resource for clients, Michael actively pursues specialized continuing education opportunities. His professional certifications include Certified Investment Management Analyst® designation (CIMA®), Chartered Retirement Plan Specialist designation (CRPS®), and Certified 401(k) Professional designation (C(k)P®). Michael has a bachelor’s degree in business from Kent State University.

Michael and his team support organizations that promote the arts, particularly those that provide access to music education to at-risk and disadvantaged youths. He and his wife, Leyla, have three young boys, Daxton, Weston and Dalton. An avid outdoorsman, Michael is involved with various environmental groups and actively supports causes for wildlife conservation. He enjoys fly fishing, sporting clays and archery, as well as hiking with his family. He is passionate about music, plays guitar and mandolin, and enjoys reading in his spare time.
Securities Agent: TX, OH, WY, WV, WI, WA, VA, UT, TN, SC, PA, OR, OK, NY, NV, NM, NJ, NC, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1408705

About Me

With over 25 years of wealth management experience, Peter has proven himself to be a trusted advisor to the successful individuals and families with which he works. He has a profound understanding of the complexities that exist in the presence of significant wealth, which he manages through his keen intellect and ability to be creative and resourceful. Pete knows the importance of utilizing tax-efficient strategies within portfolios, and is well-versed in Morgan Stanley’s many alternative investment offerings. His clients rely on him for his extensive experience in estate planning, which includes effectively utilizing various trust strategies and helping them navigate the often-complicated financial and emotional characteristics of intergenerational wealth transfers.

Prior to joining Morgan Stanley in 2014, he worked at J.P. Morgan for 23 years, most recently as a leader of the Private Bank in the Columbus office. He has attained the Morgan Stanley designation of Family Wealth Advisor, which is awarded to advisors who show significant knowledge in the areas of family wealth management and Morgan Stanley’s premier lifestyle service offerings. Peter received his bachelor’s degree in business from Miami University.

A lifelong native of Central Ohio, Peter is a resident of New Albany with his wife, Jill, and two daughters. He and his family actively support their community through their involvement with various charitable organizations. Peter is in his fifth year as a coach for Handshake America, an organization focused on coaching student athletes for success in life. An avid cyclist, Peter supports Pelotonia for cancer research and Ride 2 Recovery for our veterans. He and his daughter enjoy playing polo, and you’ll often find them planning and hosting charity polo matches. He is a member of the U.S. Polo Association, Play Polo Club and The Cycling Club. Pete and his family enjoy attending the Central College Presbyterian Church.
Securities Agent: OH, WY, WV, WI, WA, VA, TX, SC, PA, OK, NY, NV, NM, NJ, NC, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 837388

About Me

Securities Agent: TX, OH, WY, WV, WI, WA, VA, UT, TN, SC, PA, OK, NY, NV, NM, NJ, NC, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, ID, GA, FL, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative

About Me

As a Senior Vice President at Morgan Stanley, Jonathan (who also goes by Jonny) helps his clients preserve their success and ensure their legacies through his three decades of experience in wealth management. Throughout his impressive tenure, he has enjoyed seeing many clients through the various stages of their distinguished lives; from their humble beginnings, to the growth-driven chapters of middle and late adulthood, to the transition into retirement and thereafter. Jonny is no stranger to real-life issues and he prides himself on his ability to find solutions for his clients through a profound and intentional understanding of the individual or family he is working with. His attention to detail and penchant for creating deep relationships is apparent in his ability to add value not only to his client’s financial lives, but also in working toward helping them achieve and secure the lifestyle they’ve worked so hard to obtain.

Jonathan has been helping clients reach their goals since 1989. He began his career at Lehman Brothers in San Francisco, later returning to his hometown of Columbus Ohio in 1995. Jonathan holds a number of distinctive credentials. Along with being a Senior Portfolio Manager, Jonathan holds a Certified Financial Planner™ designation. Tenets of his practice include asset protection, wealth transfer strategies, and tools for philanthropic giving. He earned his B.A. in marketing from the Ohio State University, and an M.B.A. from Ohio Dominican University.

Jonathan and his wife of 20 years, Pam, live with their three children in Bexley, Ohio. Jonathan and his family are involved in numerous charitable organizations throughout the community. Outside of the office, Jonny is very active by playing basketball and golf. He is an avid reader and enjoys spending time with his family.
Securities Agent: TX, OH, WY, WV, WI, WA, VA, SC, PA, OR, OK, NY, NV, NM, NJ, NC, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative

About Me

Securities Agent: TX, OH, WY, WV, WI, WA, VA, SC, PA, OK, NY, NV, NM, NJ, NC, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1398798

About Me

Securities Agent: TX, OH, WY, WV, WI, WA, VT, VA, SC, PA, OK, NY, NV, NM, NJ, NC, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative

About Me

As a Financial Advisor with The Fortis Group at Morgan Stanley, Jon provides individuals with comprehensive income and financial planning solutions. He utilizes a goals-based approach that accounts for all facets of an individual’s financial life. By focusing on educating his clients throughout the planning process, Jon prides himself on his ability to build trust and cultivate lasting relationships with his clients. Jon began his career in the financial services industry over 15 years ago and is adept at incorporating legacy and income solutions into a client’s overall wealth management strategy.  Jon also provides consultative services and solutions to business owners and their company’s qualified retirement offerings, including pension and 401(k) plans.

Jon graduated with a degree in economics from Otterbein University, where he also played baseball. Upon graduating, Jon worked for a prominent regional bank and securities firm where he cultivated his skills in lending and investment management. Jon is an active member of the Westerville Sunrise Rotary, Westerville Chamber of Commerce, Blendon Masonic Lodge, Westerville Scholarship Foundation and the Windsor Bay Homeowners Association.  When he is not working or serving his community, he enjoys outdoor activities, working in his garden and spending time with his family. He and his wife Kim, along with their two children and two French bulldogs, reside in Westerville, Ohio.
Securities Agent: TX, OH, IN, WY, WV, WI, WA, VA, SC, PA, OR, OK, NY, NV, NM, NJ, NC, MO, MN, MI, ME, MD, MA, LA, KY, KS, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative

About Me

Securities Agent: TX, OH, WY, WV, WI, WA, VA, TN, SC, PA, OR, OK, NY, NV, NM, NJ, NC, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative

About Me

Often described as taking a “forensic” approach to financial planning, Erin looks at each client’s financial state through the lens of a microscope, frequently finding details and anomalies other planners may have overlooked. Her attention-to-detail methodology helps her clients stay on track toward their goals and ensures that they are prepared to weather market storms. Erin strongly upholds the values of the team and believes in the importance of understanding the client’s goals and objectives first and foremost. Erin works with families and individuals from all walks of life, and she has proficiencies in understanding the financial needs of women, the elderly, disabled individuals, those who have received financial settlements, and the complexities of splitting wealth following a divorce. In addition to planning for retirement, Erin has also helped her clients plan for other financial goals such as college costs, health care events, large purchases and more.

Erin joined Morgan Stanley in 2014 and became a member of The Fortis Group in 2017. She is recognized as a Financial Planning Specialist at Morgan Stanley, an internal title awarded to those who seek further education to expand their financial planning acumen.

Erin serves as the Event Planning Chair for YES! Columbus, a volunteer executive board that supports the mission of Dress for Success Columbus. Erin is passionate about the personal and professional development of women in her community and uses her board position to educate individuals on various financial matters, such as the profound impact that saving and investing can have on one’s future. She is a resident of Upper Arlington and a member of the Upper Arlington Women’s Club. Erin believes that staying active is very important and does so by running, hiking, doing yoga, and visiting various fitness boutiques in the Central Ohio area. Erin also enjoys gardening and working on projects to improve her home.
Securities Agent: TX, OH, WI, WA, VA, TN, PA, OK, NY, NJ, NC, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, IA, GA, FL, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative

About Me

Patrick is the senior thought leader of our team’s Investment Committee. He oversees The Fortis Group’s overall investment strategy and is responsible for the daily tracking and updating of the team’s custom wealth management portfolios. His in-depth knowledge of the capital markets enables him to create and monitor portfolios that put to use innovative risk management solutions. Since joining Morgan Stanley in 2013, Patrick has maintained a strong commitment to providing clients with the highest standard of portfolio construction with special care toward addressing an individual’s dual needs relative to risk tolerance and performance return requirements. Patrick has a passion for staying up to date on the latest U.S. and International economic data and frequently leverages the best-in-class research and thought leadership as provided by the Morgan Stanley Global Investment Committee (GIC). 

Patrick grew up in Lexington, Kentucky and received his degree in economics from the University of Kentucky in 2009, during which he had the opportunity to spend a few years traveling through Asia. His passion for all things finance ultimately led him to a position with Morgan Stanley in Columbus, Ohio. He currently lives in German Village and enjoys cheering on the Kentucky Wildcats and the Columbus Blue Jackets.

About Me

Securities Agent: TX, OH, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative

About Me

As a Wealth Management Associate for The Fortis Group at Morgan Stanley, Kristen oversees the teams client service department. With over 17 years of experience in the financial services industry, she is adept at assisting in the development and implementation of complex wealth management strategies and is proficient in the administration of corporate retirement plans. Her exceptional organizational skills and meticulous attention to detail ensure that all client matters are quickly and efficiently responded to.  Kristen is FINRA Series 7, 63, and 66 licensed, in addition to holding her Ohio Life, Accident, and Health Insurance licenses. In addition to overseeing the client service department for the team, she is also involved in the planning and implementation of client appreciation events and ensures that our team is actively involved in a myriad of volunteer efforts. She currently lives in Pataskala, OH with her husband and two sons.
From Our Team

The Monthly Atlas, Vol. 1 Ch. 3, March 2019


Investment and Market Perspectives

On the Markets

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.

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.

Family

Creating customized financial strategies for the challenges that today's families face.
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