Phone:
(803) 343-8826(803) 343-8826
THE GILDED OAK GROUP at Morgan Stanley
Direct:
(803) 343-8800(803) 343-8800
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1320 Main St
Ste 800
Columbia, SC 29201
US
Direct:
(803) 343-8800(803) 343-8800
Meet THE GILDED OAK GROUP
Phone:
(803) 343-8948(803) 343-8948
Ron K Wilson
First Vice President, Financial Advisor, Wealth Advisor
Phone:
(803) 343-8956(803) 343-8956
Phone:
(803) 343-8951(803) 343-8951
Phone:
(803) 343-8968(803) 343-8968
About K. Brit Rodgers
Brit works directly with clients to help them develop and implement their financial and wealth plans with a strong focus on asset accumulation, asset preservation, legacy planning and wealth transfer strategies. He brings more than 20 years of industry experience to the team. Brit employs knowledge, tools and strategies to analyze each client's goals, objectives and risk tolerance in order to develop and implement a customized investment strategy and plan.
Brit spent 12 years in the Army National Guard where he received Veteran status as a non-commissioned officer with the Military Police Corps, deploying to Guantanamo Bay, Cuba during Operation Enduring Freedom.
Brit spent 12 years in the Army National Guard where he received Veteran status as a non-commissioned officer with the Military Police Corps, deploying to Guantanamo Bay, Cuba during Operation Enduring Freedom.
Securities Agent: HI, TX, MI, CO, OH, NE, MN, MA, IA, GA, DE, CA, UT, PA, DC, AL, OR, NV, NJ, MT, MD, NC, VT, RI, ME, KY, SC, IL, ID, FL, AZ, WA, VI, VA, MS, SD, OK, KS, CT, AR, TN, NY, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1401634
NMLS#: 1401634
About Jan Jernigan
Securities Agent: VT, VI, VA, TN, MS, CT, TX, SD, NC, LA, UT, MI, KS, CO, CA, WA, RI, NV, KY, HI, DC, AZ, AL, IL, IA, MD, MN, MA, SC, OH, NY, NJ, OR, GA, PA, NM, MT, MO, FL, AR, OK; General Securities Representative; Investment Advisor Representative
NMLS#: 1380667
NMLS#: 1380667
About Ron K Wilson
Ron Wilson is a Wealth Advisor and First Vice President with the Wilson Phillips Group at Morgan Stanley in Columbia, SC. He focuses on portfolio creation and investment management. Ron received a BS in Mechanical Engineering from the University of California, Davis and his MBA from the University of Southern California. He began his career as a financial advisor with A.G. Edwards and Sons in 1995 and then joined UBS Financial Services in 2001 where he served as Vice President/Wealth Advisor. He joined Morgan Stanley in 2010.
Ron has been married to his wife Trudy since 1984. They have three adult children, Emily, Jay, and Jack; one son-in-law, Matthew; and one grandson, William. They live in Columbia, SC with their two dogs. Ron is an active member of First Baptist Church in Columbia where he serves as a Deacon, Endowment Board Member, and an instructor for the Total Financial Stewardship class. Ron enjoys snow skiing, golf, and college football.
Ron has been married to his wife Trudy since 1984. They have three adult children, Emily, Jay, and Jack; one son-in-law, Matthew; and one grandson, William. They live in Columbia, SC with their two dogs. Ron is an active member of First Baptist Church in Columbia where he serves as a Deacon, Endowment Board Member, and an instructor for the Total Financial Stewardship class. Ron enjoys snow skiing, golf, and college football.
Securities Agent: AL, IA, WA, NV, NM, NJ, MI, NC, MT, KS, IL, CT, ND, AR, VA, UT, OK, MD, AZ, RI, PA, MS, MN, LA, CA, OR, OH, MO, GA, FL, DC, VI, TX, TN, NY, MA, CO, SC, DE, VT, SD, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1282691
CA Insurance License #: 0B94338
NMLS#: 1282691
CA Insurance License #: 0B94338
About Byron Williams
Byron Williams is a Vice President, Financial Advisor, and Senior Portfolio Manager at Morgan Stanley with more than 27 years of experience helping clients navigate the complexities of investing and wealth management. Over nearly three decades, he has been dedicated to providing a client-focused approach and strategic market insight, helping individuals, families, businesses, and non-profits navigate multiple market cycles. His disciplined, tailored strategies emphasize wealth preservation and long-term financial strategies, while focusing on building lasting relationships of confidence.
In addition to his financial career, Byron dedicated 34 years of service to the South Carolina Army National Guard. His military service included deployments to Iraq and Afghanistan and culminated in his role as Chief of Staff, Senior Guard Advisor at Fort Jackson, SC. The leadership, discipline, and integrity he developed throughout his military career continue to shape the way he serves his clients today.
Family and community are central to Byron’s life. He and his wife, Mandy, are proud parents of three children. Outside the office, Byron enjoys time with friends and family at his farm, bird hunting, and largemouth bass fishing.
In addition to his financial career, Byron dedicated 34 years of service to the South Carolina Army National Guard. His military service included deployments to Iraq and Afghanistan and culminated in his role as Chief of Staff, Senior Guard Advisor at Fort Jackson, SC. The leadership, discipline, and integrity he developed throughout his military career continue to shape the way he serves his clients today.
Family and community are central to Byron’s life. He and his wife, Mandy, are proud parents of three children. Outside the office, Byron enjoys time with friends and family at his farm, bird hunting, and largemouth bass fishing.
Securities Agent: NV, KY, SC, MD, LA, CO, OR, NM, NJ, MA, CA, TN, OH, WA, RI, MT, MN, KS, ND, TX, NY, NC, AZ, PA, OK, HI, VA, MS, IL, FL, GA, AL, MI, UT, CT, VI, IA, MO, DC, VT, AR, SD; General Securities Representative; Investment Advisor Representative
About Tyler Priester
Securities Agent: NJ, MI, AR, VA, HI, VI, OR, MA, KY, IL, TX, NM, NC, MD, KS, AL, VT, UT, SC, RI, ND, MO, IA, GA, FL, SD, NV, MT, CT, CA, AZ, OK, TN, MN, DC, CO, WA, PA, NY, MS, LA, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1375303
NMLS#: 1375303
Contact K. Brit Rodgers
Contact Jan Jernigan
Contact Ron K Wilson
Contact Byron Williams
Contact Tyler Priester
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact THE GILDED OAK GROUP today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
