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
Shari Hordern
Portfolio Associate
Phone:
(803) 343-8963(803) 343-8963
John Parrish
Senior Registered Client Service Associate
Phone:
(803) 343-8818(803) 343-8818
About Kristen 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: VA, IN, SD, OK, KS, CT, AR, TN, NY, MO, HI, TX, MI, CO, OH, NE, MN, MA, IA, GA, DE, CA, UT, PA, DC, AL, OR, NV, NJ, MT, MD, NC, SC, IL, ID, FL, AZ, WA, VI, MS, VT, RI, ME, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1401634
NMLS#: 1401634
About Jan Jernigan
Jan Jernigan is a first vice president with Morgan Stanley. She is a recent
recipient of the Order of the Palmetto, South Carolina’s highest civilian honor. She has had a positive impact on her community by
helping establish the Palmetto Lifeline animal rescue organization, leading the 2024 Light the Night Walk for LLS, serving on the Midlands American Heart Association Board, and serving as the USC Board of Dance president.
Jan has a dedicated client base with whom she has developed a circle of mutual respect. Jan’s daughter, Polly, is married with three beautiful young
children.
recipient of the Order of the Palmetto, South Carolina’s highest civilian honor. She has had a positive impact on her community by
helping establish the Palmetto Lifeline animal rescue organization, leading the 2024 Light the Night Walk for LLS, serving on the Midlands American Heart Association Board, and serving as the USC Board of Dance president.
Jan has a dedicated client base with whom she has developed a circle of mutual respect. Jan’s daughter, Polly, is married with three beautiful young
children.
Securities Agent: OR, MN, UT, MI, KS, IA, CO, CA, WA, RI, NV, MD, KY, HI, DC, AZ, AL, IL, GA, PA, NM, MT, MO, FL, AR, VT, VI, VA, TN, MS, CT, MA, SC, OH, NY, NJ, TX, SD, OK, NC, LA, IN; 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: OH, CT, VA, UT, OK, MD, IN, AZ, RI, PA, MS, MN, LA, CA, VI, TX, TN, NY, MA, CO, SC, DE, VT, SD, KY, IA, AR, OR, MO, GA, FL, DC, WA, NV, NM, NJ, MI, NC, AL, ND, MT, KS, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1282691
CA Insurance License #: 0B94338
NMLS#: 1282691
CA Insurance License #: 0B94338
About Byron Williams
Byron has more than 27 years of experience guiding clients through the complexities of investing and wealth management. Over nearly three decades, he has built a reputation for his 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 planning, always rooted in building lasting relationships of trust.
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: MO, IA, ND, TX, NY, NV, DC, NC, AZ, UT, PA, OK, HI, CT, WA, VA, RI, MT, MS, MN, KS, IL, FL, VI, GA, AL, SC, MI, MD, LA, CO, VT, OR, NM, NJ, MA, AR, SD, KY, CA, IN, TN, OH; General Securities Representative; Investment Advisor Representative
About Tyler Priester
Securities Agent: MT, CT, CA, IN, TN, OK, MN, DC, CO, HI, VA, WA, PA, NY, MS, LA, OH, NJ, MI, AR, VI, OR, MA, KY, TX, NM, NC, MD, KS, AL, VT, UT, SC, RI, ND, MO, IA, GA, FL, SD, AZ, NV, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1375303
NMLS#: 1375303
Contact Kristen Rodgers
Contact Jan Jernigan
Contact Ron K Wilson
Contact Byron Williams
Contact Tyler Priester
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Rory Cosio
Planning Associate
About Rory Cosio
Rory Cosio is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, she collaborates with clients to discover and define the goals that matter most to them. Leveraging state of the art technology, she will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Rory provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
She earned her undergraduate degree from Babson College and received the Financial Planning Specialist® designation from the College for Financial Planning. Rory is originally from Miami, Florida and currently resides in New York City.
She earned her undergraduate degree from Babson College and received the Financial Planning Specialist® designation from the College for Financial Planning. Rory is originally from Miami, Florida and currently resides in New York City.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
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
Iran Conflict: Seven Takeaways for Investors
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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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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), 4763067 (9/2025)
