Shawn Fowler
Managing Director, Private Wealth Management, Private Wealth Advisor, Workplace Advisor - Equity Compensation
Phone:
(303) 446-3306(303) 446-3306
Morgan Stanley Private Wealth Management
The Fowler Bull Group
Direct:
(303) 446-3306(303) 446-3306
Our Mission Statement
We help you create and implement investment portfolios designed to grow and protect your assets with an emphasis on cash flow growth.
Our Story
As the Denver team of Morgan Stanley Private Wealth Management, we work with a select clientele of affluent families and institutions from across the mountain states and beyond. Our clients are dynamic people who have built and led successful enterprises and created significant wealth in the process. Our goal is to help them create, implement and maintain highly customized investment strategies to protect their assets, support their lifestyles and leave enduring legacies.
Our team consists of two partners, one chief of staff and seven associates. We combine our individual talents into a cohesive team focused on your success. Drawing upon our own experience and the vast global resources of Morgan Stanley, we deliver comprehensive wealth management capabilities, provide an exceptional level of service and dedicate ourselves to helping you achieve your goals.
• We focus exclusively on a small number of families with significant financial resources, so we can provide each with the highest levels of service.
• We follow a discipline approach to investing focusing on quality, liquidity, transparency and year-over-year cash flow growth.
• For over 20 years, we have helped successful entrepreneurs and executives create tax-efficient strategies to manage concentrated equity positions and low basis securities, and transfer wealth to younger generations.
Our team consists of two partners, one chief of staff and seven associates. We combine our individual talents into a cohesive team focused on your success. Drawing upon our own experience and the vast global resources of Morgan Stanley, we deliver comprehensive wealth management capabilities, provide an exceptional level of service and dedicate ourselves to helping you achieve your goals.
• We focus exclusively on a small number of families with significant financial resources, so we can provide each with the highest levels of service.
• We follow a discipline approach to investing focusing on quality, liquidity, transparency and year-over-year cash flow growth.
• For over 20 years, we have helped successful entrepreneurs and executives create tax-efficient strategies to manage concentrated equity positions and low basis securities, and transfer wealth to younger generations.
Capabilities
- Comprehensive Wealth Planning
- Investment Management
- Pre-Liquidity Planning
- 10b5-(1) Programs
- Philanthropy Management
- Hedging Strategies
- Consolidated Reporting
- Family Governance & Wealth Education
- Open-Architecture Platform
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 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- 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, December, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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 in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking 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 opinions of Barron's and this ranking 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.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Clients
We work with a small number of successful individuals, families and a select group of institutional clients.
Many executives and entrepreneurs we work with have created significant wealth in Colorado’s leading industries, including:
- Energy & Natural Resources
- Real Estate
- Telecommunications
- Media and Technology
Other families live further away, or have found other pathways to success.
All of our clients are all intelligent, sophisticated people who have high demands of their key advisors. Many have unique and intensive financial, wealth planning, and trust and estate needs. They appreciate candor, competence and attention to detail. They look to us for an experienced perspective, world-class resources and honest, forthright advice.
We understand that our success is wholly dependent on our clients’ trust and satisfaction, and have dedicated ourselves to helping each of our clients succeed on their own terms.
Many executives and entrepreneurs we work with have created significant wealth in Colorado’s leading industries, including:
- Energy & Natural Resources
- Real Estate
- Telecommunications
- Media and Technology
Other families live further away, or have found other pathways to success.
All of our clients are all intelligent, sophisticated people who have high demands of their key advisors. Many have unique and intensive financial, wealth planning, and trust and estate needs. They appreciate candor, competence and attention to detail. They look to us for an experienced perspective, world-class resources and honest, forthright advice.
We understand that our success is wholly dependent on our clients’ trust and satisfaction, and have dedicated ourselves to helping each of our clients succeed on their own terms.
Awards
2019-2022 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2019-2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2017-2022 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2017-2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2014-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2019-2022 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2019-2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2017-2018 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2017-2018). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of the year the award was issued.
2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017-2020 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2014-2016 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Source: Barrons.com (Awarded April 2019-2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2017-2022 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2017-2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2014-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2019-2022 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2019-2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2017-2018 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2017-2018). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of the year the award was issued.
2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017-2020 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2014-2016 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Location
1550 Market St
Suite 600
Denver, CO 80202
US
Direct:
(303) 446-3306(303) 446-3306
Meet The Fowler Bull Group
Gordie Weightman, CFA
Investment Consultant
Phone:
(303) 595-2105(303) 595-2105
Myco Dinneen
Vice President, Chief of Staff
Phone:
(303) 595-2044(303) 595-2044
Ian Jackson
PWM Portfolio Management Associate
Phone:
(303) 446-3339(303) 446-3339
Aidan D. Cabraja
Private Wealth Management Analyst
Phone:
(303) 572-4007(303) 572-4007
Araceli Garcilazo-Espinoza
PWM Client Service Associate
Phone:
(303) 595-2106(303) 595-2106
Dasha Duncan
PWM Business Development Associate
Phone:
(303) 595-2178(303) 595-2178
James Crossman
PWM Client Relationship Analyst
Phone:
(303) 595-2104(303) 595-2104
Thomas H. Niedringhaus
PWM Client Relationship Analyst
Phone:
(303) 595-2015(303) 595-2015
Simran Ladani
PWM Client Service Associate
Phone:
(303) 595-2027(303) 595-2027
About Shawn Fowler
Shawn Fowler focuses on developing tax-efficient global portfolios targeting long-term capital appreciation and year-over-year cash flow growth. He also serves as the team’s Chief Investment Officer.
Background
Based in Morgan Stanley’s Denver office, Shawn and his business partner, Gordie Weightman, lead a team of ten professionals who focus their resources on a small number of very successful families. They strive to help each client create and implement a highly customized investment strategy, typically with an emphasis on transparency, asset quality, liquidity and cash flow growth.
Shawn is a native of San Antonio, Texas. In 1991, Shawn went to work for RAF Financial Corporation, focusing on institutional fixed income and bank risk analytics. In 2001, he moved to Morgan Stanley to become a Wealth Advisor. He completed the Senior Financial Advisor Program at the Wharton School of Business at the University of Pennsylvania in 2003.
Shawn has been recognized as Barron’s 1,200 Financial Advisors: #1 in Colorado (2014-2021) and among the Top 100 Advisors nationally (2017-2021). He was named in Forbes Best-In-State Wealth Advisors: #1 in Colorado (2018-2021); Forbes list of America’s Top 100 Wealth Advisors (2017-2021) and in the Financial Times’ Top 400 Financial Advisors (2014-2016). The Fowler Bull Group was recognized in Barron’s Top 50 Private Wealth Management Teams in America from 2019-2020, and Top 100 Private Wealth Management Teams in America in 2021.
Shawn is actively involved in the Children’s Diabetes Foundation, Denver Center for the Performing Arts, Denver Health Foundation, Next One Up, Mizel Museum and the Jewish Community Center. He lives with his wife, Elisa, and daughter, Tori, in Denver, Colorado.
Disclaimers:
2018-2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2019-2021 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2019-2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2017-2018 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2017-2018). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of the year the award was issued.
2014-2021 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2021). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2017-2021 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2017-2021). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2019-2021 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2019-2021). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2014-2016 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Advisor to choose appropriate years/periods from list below:
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Background
Based in Morgan Stanley’s Denver office, Shawn and his business partner, Gordie Weightman, lead a team of ten professionals who focus their resources on a small number of very successful families. They strive to help each client create and implement a highly customized investment strategy, typically with an emphasis on transparency, asset quality, liquidity and cash flow growth.
Shawn is a native of San Antonio, Texas. In 1991, Shawn went to work for RAF Financial Corporation, focusing on institutional fixed income and bank risk analytics. In 2001, he moved to Morgan Stanley to become a Wealth Advisor. He completed the Senior Financial Advisor Program at the Wharton School of Business at the University of Pennsylvania in 2003.
Shawn has been recognized as Barron’s 1,200 Financial Advisors: #1 in Colorado (2014-2021) and among the Top 100 Advisors nationally (2017-2021). He was named in Forbes Best-In-State Wealth Advisors: #1 in Colorado (2018-2021); Forbes list of America’s Top 100 Wealth Advisors (2017-2021) and in the Financial Times’ Top 400 Financial Advisors (2014-2016). The Fowler Bull Group was recognized in Barron’s Top 50 Private Wealth Management Teams in America from 2019-2020, and Top 100 Private Wealth Management Teams in America in 2021.
Shawn is actively involved in the Children’s Diabetes Foundation, Denver Center for the Performing Arts, Denver Health Foundation, Next One Up, Mizel Museum and the Jewish Community Center. He lives with his wife, Elisa, and daughter, Tori, in Denver, Colorado.
Disclaimers:
2018-2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2019-2021 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2019-2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2017-2018 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2017-2018). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of the year the award was issued.
2014-2021 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2021). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2017-2021 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2017-2021). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2019-2021 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2019-2021). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2014-2016 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Advisor to choose appropriate years/periods from list below:
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Securities Agent: NC, KY, IL, AL, NV, CT, CA, TN, NY, ID, VT, OR, MO, MI, MA, KS, DE, SD, NM, MD, HI, PA, NH, MN, ME, LA, IN, DC, WI, NE, MT, IA, GA, CO, WA, VA, OH, AK, AZ, AR, WY, UT, TX, SC, OK, FL, NJ, ND; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1370983
NMLS#: 1370983
About Gordie Weightman
Gordie Weightman, Chartered Financial Analyst, was a Senior Vice President in Callan’s Denver consulting office. He joined Callan in 2006 and was the lead consultant for a variety of institutional clients including endowments and foundations, defined benefit plans, defined contribution plans, insurance companies and operating funds providing strategic planning, portfolio implementation, performance evaluation, education and research. Gordie was a member of Callan’s Client Policy Review Committee, which reviews asset allocation recommendations for the firm’s client base and was a shareholder of the firm.
Prior to joining Callan, Gordie worked at State Street Corporation in Boston as a Senior Custody Specialist. He earned his BA in psychology from Middlebury College and is a holder of the right to use the Chartered Financial Analyst® designation. He is a member of the CFA Institute and the CFA Society of Colorado. Gordie lives in Denver with his wife Alexis and two daughters Ainslee (11) and Charlotte (9).
Prior to joining Callan, Gordie worked at State Street Corporation in Boston as a Senior Custody Specialist. He earned his BA in psychology from Middlebury College and is a holder of the right to use the Chartered Financial Analyst® designation. He is a member of the CFA Institute and the CFA Society of Colorado. Gordie lives in Denver with his wife Alexis and two daughters Ainslee (11) and Charlotte (9).
About Myco Dinneen
Myco Dinneen is a Vice President, Private Wealth Management Chief of Staff with over 13 years of industry experience managing operational and client service functions. She joined Morgan Stanley in 2013 and became a member of The Fowler Bull Group in 2024. She leads the client service team and is responsible for overseeing all aspects of client services, presentation development for client reviews, resolving client inquiries, team operations management, and facilitation of any customized needs from client.
After graduating cum laude with a dual B.A. in Sociology and Chinese Language and Literature from Wellesley College, Myco’s career started with the global risk management associate program at Bank of America in New York City and Charlotte. She maintains the Series 7 and 66 securities licenses and holds an insurance agent license in the state of Colorado. In 2014, Myco earned the Chartered Retirement Planning Counselor (CRPC®) designation.
Myco grew up in Colorado and currently resides in Lakewood with her husband, son, and two dogs. In her free time, she enjoys watching sports, mentoring students and exploring museums and libraries.
After graduating cum laude with a dual B.A. in Sociology and Chinese Language and Literature from Wellesley College, Myco’s career started with the global risk management associate program at Bank of America in New York City and Charlotte. She maintains the Series 7 and 66 securities licenses and holds an insurance agent license in the state of Colorado. In 2014, Myco earned the Chartered Retirement Planning Counselor (CRPC®) designation.
Myco grew up in Colorado and currently resides in Lakewood with her husband, son, and two dogs. In her free time, she enjoys watching sports, mentoring students and exploring museums and libraries.
About Ian Jackson
Ian Jackson joined the team in 2021 and serves as a PWM Portfolio Management Associate on the team. He holds a Bachelor of Science degree in Economics from The Pennsylvania State University.
Ian focuses primarily on client asset allocations, portfolio analytics, investment research, and trading/execution. He is series 7 and 66 registered with FINRA.
Originally from the Washington D.C. area, Ian moved to Denver in 2020. He played junior hockey in Florida and New York before pursuing his undergraduate degree. He still enjoys hockey, along with golf, and snowboarding.
Ian focuses primarily on client asset allocations, portfolio analytics, investment research, and trading/execution. He is series 7 and 66 registered with FINRA.
Originally from the Washington D.C. area, Ian moved to Denver in 2020. He played junior hockey in Florida and New York before pursuing his undergraduate degree. He still enjoys hockey, along with golf, and snowboarding.
About Aidan D. Cabraja
Aidan D. Cabraja joined The Fowler Bull Group in 2023 as a Private Wealth Management Analyst. He holds a B.B.A. in Finance and a B.A. in Spanish from Southern Methodist University in Dallas, TX.
Aidan focuses primarily on current client allocations and portfolio analytics. He develops analyses for the team and clients.
He executes equity, fixed income orders, and derivatives for institutional and retail clients through research, portfolio fit, and financial modeling. Aidan brings strong analytical and strategic skills to the firm. He is series 7 and 66 registered with FINRA.
Originally from Alabama, Aidan moved to Denver in 2023 from Houston, TX. He enjoys running, tennis, and traveling.
Aidan focuses primarily on current client allocations and portfolio analytics. He develops analyses for the team and clients.
He executes equity, fixed income orders, and derivatives for institutional and retail clients through research, portfolio fit, and financial modeling. Aidan brings strong analytical and strategic skills to the firm. He is series 7 and 66 registered with FINRA.
Originally from Alabama, Aidan moved to Denver in 2023 from Houston, TX. He enjoys running, tennis, and traveling.
About Araceli Garcilazo-Espinoza
Araceli Garcilazo-Espinoza joined the Fowler Bull Group in 2024 after working as a Service Associate for the branch here at Morgan Stanley for two years. She graduated from Colorado State University, Fort Collins in 2020 holding a Bachelor of Science in Business Administration in Finance, with a Spanish minor.
Araceli focuses on maintaining strong client relationships through the process of firm services and serves as administrative and operational support to the Financial Advisors. She is passionate about delivering exceptional, high-quality service and the satisfaction of client relationships.
Araceli was born and raised in Colorado. In her free time, she enjoys running, solving puzzles, and traveling.
Araceli focuses on maintaining strong client relationships through the process of firm services and serves as administrative and operational support to the Financial Advisors. She is passionate about delivering exceptional, high-quality service and the satisfaction of client relationships.
Araceli was born and raised in Colorado. In her free time, she enjoys running, solving puzzles, and traveling.
About Dasha Duncan
Dasha Duncan joined the team in 2024. She graduated from Boston University with a B.S. in International Relations and began her career with Charles Schwab as an Active Trader and then an Investment Consultant. Most recently, she was part of a FinTech startup based in Boulder, CO. She is Series 7, 63 and 66 licensed with FINRA.
Dasha assists with all aspects of the client relationship, including account onboarding, asset transfers and money movements, and assisting clients with administrative and operational requests. She is also responsible for the proactive cultivation and maintenance of client relationships.
Originally from Moscow, Russia, Dasha has lived in Colorado since 2008. In her free time, she enjoys taking advantage of Colorado’s weather: playing pickleball, hiking, or skiing with her daughter, Kira.
Dasha assists with all aspects of the client relationship, including account onboarding, asset transfers and money movements, and assisting clients with administrative and operational requests. She is also responsible for the proactive cultivation and maintenance of client relationships.
Originally from Moscow, Russia, Dasha has lived in Colorado since 2008. In her free time, she enjoys taking advantage of Colorado’s weather: playing pickleball, hiking, or skiing with her daughter, Kira.
About James Crossman
James joined The Fowler Bull Group in January 2025. In his role as Private Wealth Management Client Relationship Analyst, he is responsible for assisting with portfolio reporting and implementation, investment research, cash management and client requests. He is FINRA licensed and holds the SIE, Series 7, and Series 66.
James graduated from Brown University in 2023 with a B.A. in Business Economics. During his time at Brown, James was recognized as an AHCA Academic All-American as a member of the hockey team. After completing his undergraduate studies, James pursued a graduate year at Michigan State University where he was a member of the 2024 Big Ten Championship hockey team. James interned at Morgan Stanley Private Wealth in 2021 and has worked internships for Anschutz Investment Company, ButcherJoseph Investment Bank, and the State of Michigan Investment Bureau.
Originally from Denver, CO, James enjoys golfing, skiing, and traveling.
James graduated from Brown University in 2023 with a B.A. in Business Economics. During his time at Brown, James was recognized as an AHCA Academic All-American as a member of the hockey team. After completing his undergraduate studies, James pursued a graduate year at Michigan State University where he was a member of the 2024 Big Ten Championship hockey team. James interned at Morgan Stanley Private Wealth in 2021 and has worked internships for Anschutz Investment Company, ButcherJoseph Investment Bank, and the State of Michigan Investment Bureau.
Originally from Denver, CO, James enjoys golfing, skiing, and traveling.
About Thomas H. Niedringhaus
Thomas joined the team in 2024, after graduating from Boston University with a Bachelor of Science degree in Business Administration and Management with a Concentration in Accounting and a Certificate Degree in Corporate Finance.
In his role as Private Wealth Management Client Relationship Analyst, he is responsible for handling operational tasks for the team and assisting with portfolio reporting, investment research, cash management and client requests. He is FINRA licensed and holds the SIE, Series 7, and Series 66.
Thomas is originally from St. Louis, Missouri and moved to Denver in 2024 following the completion of his undergraduate and graduate studies in Boston. He played NCAA Division 1 Lacrosse for five years at Boston University. He enjoys staying active whether it is playing lacrosse, golfing, or hiking.
In his role as Private Wealth Management Client Relationship Analyst, he is responsible for handling operational tasks for the team and assisting with portfolio reporting, investment research, cash management and client requests. He is FINRA licensed and holds the SIE, Series 7, and Series 66.
Thomas is originally from St. Louis, Missouri and moved to Denver in 2024 following the completion of his undergraduate and graduate studies in Boston. He played NCAA Division 1 Lacrosse for five years at Boston University. He enjoys staying active whether it is playing lacrosse, golfing, or hiking.
About Simran Ladani
Simran Ladani joined Morgan Stanley as a Private Wealth Management Client Service Associate in 2025 shortly after graduating and earning her Bachelors of Science degree in Finance from Rutgers University.
In this role, Simran focuses on maintaining strong client relationships by providing operational and administrative support. She is committed to cultivating strong relationships with clients and delivering a first class customer service experience to our clients.
Originally from New Jersey, Simran moved to Denver in the fall of 2024. In her free time, she enjoys playing basketball, ice skating and camping. When she is not outdoors, she enjoys baking, sewing, and making pottery.
In this role, Simran focuses on maintaining strong client relationships by providing operational and administrative support. She is committed to cultivating strong relationships with clients and delivering a first class customer service experience to our clients.
Originally from New Jersey, Simran moved to Denver in the fall of 2024. In her free time, she enjoys playing basketball, ice skating and camping. When she is not outdoors, she enjoys baking, sewing, and making pottery.
Contact Shawn Fowler
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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.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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
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.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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
CRC 6295606 (3/2024)
