Our Story

We are Family Wealth Directors, Morgan Stanley designated financial professionals, who believe that you - as one of our most important clients - are entitled to a different kind of working relationship with the firm. In fact, it is a type of relationship that you have probably not encountered at any other firm. As Family Wealth Directors, we bring the scope and influence of the differentiating resources of Morgan Stanley to our most valued clients.This combination of personal attention and financial possibilities can help create opportunities for you. Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and rewarding.
Services Include
  • Alternative Investments1
  • Estate Planning Strategies2
  • Executive Financial Services3
  • Financial Planning4
  • Lending Products
  • Philanthropic Services
  • Professional Portfolio Management5
  • Wealth Management6
  • Asset Management7
  • Endowments and Foundations8
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

George Openshaw



2009 - Present: Morgan Stanley*

1993 - 2009: UBS Financial Services

BS - Business Administration / Banking and Finance, 1990

University of Southern Mississippi

Series 7, 63 & 65 Licensed

Insurance Licensed

Life, Health & Disability Insurance Licensed






Michael Dickinson, CFP ®



2009 - Present: Morgan Stanley*

2000 - 2009: UBS Financial Services

1998 - 2000: RBC Centura

1992 - 1998: Nations Bank - Bank of America

BA - Economics, 1992

University of North Carolina at Chapel Hill

Series 7 & 66 Licensed

Insurance Licensed

Life, Health, Long Term Care & Disability Insurance Licensed






Jason Crowder



2009 - Present: Morgan Stanley*

2000 - 2009: UBS Financial Services

1999 - 2000: American Express Financial Advisors

1993 - 1998: North Carolina State University

Series 7, 63 & 65 Licensed

Life, Health, Longer Term Care & Disability Insurance Licensed

    Location

    3737 Glenwood Avenue
    Suite 320
    Raleigh, NC 27612
    US
    Direct:
    (919) 785-9459(919) 785-9459
    Toll-Free:
    (800) 752-7834(800) 752-7834

    Meet The Glenwood Group

    About Me

    George has over 25 years of experience in wealth management spanning many market cycles. He began his career with J.C. Bradford & Company which was acquired by PaineWebber/UBS. After joining Morgan Stanley, George became a Portfolio Manager in the firm’s Portfolio Management Program and currently holds the title of Portfolio Management Director. George focuses on security and market research and analysis. He is actively involved in the asset allocation decisions and security selection in client portfolios. Furthermore, his knowledge and experience with the corporate non-qualified benefit plan space earned him the firm’s Corporate Client Group Director title. Lastly, George has vast experience with alternative investments and philanthropic donor advised funds.

    After graduating with a Bachelor of Science in Business and Finance from the University of Southern Mississippi, George relocated to Raleigh in 1993 and began his investment career. He is married to his wife Juli and has 2 sons. George is an active member of Christ Episcopal Church, an avid golfer, and a voracious reader. In addition, he enjoys hunting, snow skiing, and exercise.
    Securities Agent: TX, NC, WV, WA, VA, TN, SC, OH, MT, MS, MI, MA, LA, KS, IL, GA, FL, DE, CA, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1407627

    About Me

    Michael has spent over 25 years in the financial services industry between investment management, financial planning, commercial banking, and corporate finance. His wide array of industry experience has allowed him to provide a vast amount of advice to clients, business owners, and corporate executives.

    In 2014, Michael was selected by the firm to participate in a rigorous accreditation development program and achieved the prestigious designation of Family Wealth Director, positioning him as an alternative to a family office. Less than 3% of Financial Advisors at the firm hold this designation as of August 2017.  He has extensive knowledge in the areas of estate planning strategies, investments, and risk and liquidity management. His sophisticated approach to complex wealth management issues helps to set him apart from others in the industry.

    After graduating with a Bachelor of Arts in Economics from the University of North Carolina-Chapel Hill, Michael started in the banking industry with NationsBank (predecessor to Bank of America). He joined RBC Centura Bank (predecessor to PNC Bank) before joining JC Bradford/Painewebber (predecessor to UBS). After spending almost 9 years with UBS, he joined Morgan Stanley Smith Barney in 2009. Along the way, he attained the Certified Financial Planner™ designation in 2006.

    As a native of Raleigh, Michael is active and dedicated to many community organizations, including Wake County Boys and Girls Clubs-Board Chairman and Be The One Capital Campaign-Co Chairman, Boys Club Foundation-Trustee, Aldert Root Elementary Educational Foundation-Past Chairman, Salvation Army-Youth Sports Coach, and Christ Episcopal Church-Usher.

    Michael and his wife Laura have three sons and enjoy an active lifestyle including boating, fishing, golf, youth sports, college football, and their dog Sugar.
    Securities Agent: TX, NC, WV, WA, VA, TN, SC, OH, MT, MS, MI, MA, LA, KS, IL, GA, FL, DE, CA, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1407066

    About Me

    Entering his 19th year in the investment business, Jason focuses on financial planning and investment management for the Glenwood Group’s clients. In addition, he concentrates on portfolio construction, trading, and options for the team.

    Jason entered the investment business with American Express Financial Advisors in 1999, and then joined UBS Financial Services in 2000. Jason spent 9 years at the Firm as a Financial Advisor and Corporate Stock Benefit Consultant. He also attained the “Chartered Retirement Plan SpecialistSM” designation.

    In 2009, Jason joined Michael Dickinson and George Openshaw to form the “Glenwood Group,” and together moved their practice to Morgan Stanley.

    A native of Raleigh, Jason is dedicated to his local community, and is involved in several organizations, including White Memorial Presbyterian Church, Finding Purpose Ministry, Coastal Conservation Association, Ducks Unlimited, and Triangle Delta Waterfowl. He is a member of North Hills Club, Carolina Yacht Club, NC State Alumni Association, and the Wolfpack Club. Jason and his wife Dorothy have a son and daughter and spend much of their time together at the coast.
    Securities Agent: TX, NC, WV, WA, VA, TN, SC, OK, OH, NY, MT, MS, MI, ME, MA, LA, KS, IL, GA, FL, DE, CO, CA, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1694652

    About Me

    Alexandra has a highly valued twenty plus years of industry experience with Morgan Stanley, highlighting her dedication to delivering first-class service. Alexandra joined The Glenwood Group in 2011. Within the team, she manages our client service operations and focuses on the needs of our high net worth and institutional clients. She is a graduate of the State University of New York at Geneseo with a BS in Business Management. She and her husband, Dan, reside in Cary with their son and daughter.

    About Me

    Nate, formerly with the Vanguard Group Inc., is a graduate of North Carolina State University who began his career in finance as an intern here at Morgan Stanley. While at NC State, he studied finance and served as the University’s Student Body Vice President. Within the Glenwood Group, Nate assists with trading activity, banking & money movement, and providing a high level of client service.

    A native of Goldsboro, North Carolina, Nate has remained connected to the NC State community by being a part of the NC State Alumni Association and the Wolfpack Club.
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    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
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

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    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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    Ready to start a conversation? Contact The Glenwood Group today.
    Market Information Delayed 20 Minutes
    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.

    1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    3Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    4Morgan 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.

    5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    8Morgan 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.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


    CRC 2019752 10/2018