About Us

The Harper Group of Morgan Stanley is a Arkansas-based wealth management team that serves a select number of families and businesses.  Our mission is to be the primary advisor for our clients as they build, protect, and distribute their wealth.  Our commitment to this mission is demonstrated through three core principles:

Planning Approach – LifeView, Income Strategies, Wealth Transfer
-A thorough discovery process that helps us understand your goals and what truly matters to you
-Interactive LifeView® planning process that provides a roadmap towards your financial goals
-Provide you with the education to help simplify complex financial issues, which may help you avoid common mistakes

Our Capabilities – Investments, Tax Effective and Estate Planning Strategies, Life Insurance, Long Term Care, Insurance, Lending, Trust Services
-Experience, collaboration, and determination allows for innovation and perspective
-An established risk and asset allocation framework results in outcome-based portfolios that are tied to our client’s stated objectives
-The ability to help deal with tax and estate issues provides a comprehensive view and fully integrates our client’s plans

Personal Service – Scheduled Review and Calls, Online Access and Support
-Working with a select number of clients ensures accessibility and responsiveness
-Ongoing communication based on timely, relevant information that is easy to act upon and helps you stay on track
-Consistency and a client-centric, dedicated staff help create a caring, comfortable environment.

Our clients experience the confidence that comes from having structure in their financial lives. They feel more connected and informed which can lead to a trusting relationship.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Professional Portfolio Management3
  • Alternative Investments4
  • Asset Management5
  • Cash Management6
  • Executive Financial Services7
  • Corporate Cash Management
  • Qualified Retirement Plans8
  • Stock Option Plans9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Investment Management
We offer particular depth of experience in providing world-class investment services to our clients.  We work closely with our clients to understand their investment goals, time horizon, risk profile and personal preferences to tailor a specific investment strategy that is customized for each client.  From stock and bonds, to managed money, derivatives, hedging strategies and alternative investments, we have the experience and the access to Morgan Stanley’s renowned global resources to help our clients develop and maintain an optimal investment strategy.

Managing Income and Expense
We focus on taking a comprehensive approach to total balance sheet management, to help our clients feel confident of having sufficient resources available to handle both the planned and unplanned events in their lives.  We analyze each client’s net worth and short- and long-term income and expenses to provide a range of investment and lending solutions to help them meet their needs and grow their core assets.

Leaving a Legacy
We offer clients access to highly trained and specialized professionals in the area of personal estate planning.  We can work with the input from your tax and legal advisors to help you develop effective strategies for transitioning your wealth while minimizing the impact of taxes on your estate, exploring various charitable giving strategies, and providing comprehensive personal trust services.

Additional Services
            Research and Account Tracking over the Internet

            Cashless Option Exercise Program

            Business Retirement Plans, including 401(k) Plans

            Credit Management Services

    Location

    2200 N Rodney Parham Rd
    Ste 100
    Little Rock, AR 72212
    US
    Direct:
    (501) 221-6344(501) 221-6344
    Toll-Free:
    (844) 304-6363(844) 304-6363
    Fax:
    (501) 303-4108(501) 303-4108

    Meet The Harper Group

    About Me

    As Senior Portfolio Manager, Heath is responsible for creating portfolios designed to navigate the ever changing world and markets.  His focus areas also include new business relationships, investments, tax effective strategies, financial planning and retirement income strategies.  Through effective asset management, The Harper Group aims to improve our clients’ quality of life and help them reach their goals through all stages of life in all market conditions. 
    Heath joined Morgan Stanley in 1999 and currently serves as Senior Vice President, Senior Portfolio Manager, Financial Advisor, and is the Team’s founding member.  He successfully managed the Arkansas Complex of Morgan Stanley from 2005 to 2009.   Heath began his career with Tyson Foods in the External Financial Reporting Department and helped put together their consolidated financial statements.  He graduated in 1997 from the University of Arkansas at Fayetteville with a BSBA in Accounting.
    Mr. Harper was honored as a National Director Award winner at Morgan Stanley in 2001, is a former Board of Directors member for the Little Rock Chamber of Commerce, was named by Arkansas Business as one of the top “40 under 40”  in 2004. He volunteers as a speaker for Invest It Forward™ Stock Market Game in local schools, is a member of the Board of Governors at Chenal Country Club and is a member of Central Arkansas Executive Association.  He and his wife, Brooke, reside in Little Rock with their sons Finch, Ellis and Hayes.  Heath enjoys traveling and outdoor activities but his passion is golf.

    Source: Arkansas Business “40 Under 40”. The award is based upon a recipient’s application and not upon any qualitative and quantitative criteria relating specifically to one’s position as a Financial Advisor.  As such the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise.  Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Arkansas Business in exchange for the rating.
    Securities Agent: TX, AR, WV, WI, WA, VA, TN, SC, PA, OR, OK, OH, NY, NV, NH, ND, NC, MS, MO, MN, MI, MA, LA, KY, KS, IN, IL, HI, GA, FL, DC, CT, CO, CA, AZ, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1401610

    About Me

    As Wealth Advisory Associate, Karen shares our Team’s passion, knowledge and experience with our clients so that they may focus their time and energy on their business and family.  Her focus areas include wealth management, corporate services (retirement and stock option plans), financial planning and retirement income strategies. 
    Karen joined Morgan Stanley in December 2005.  Prior to her current role, Ms. Greer was employed at Stephens Inc. for nine years.  She works closely with corporate executives to maintain compliance with SEC regulations related to restricted securities.  She is also Series 7, 63, 65, and 31 licensed.  She graduated from the University of Arkansas at Little Rock in 1996 with a Bachelor of Business Administration in Finance. 
    Ms. Greer is a past President of the Junior League of North Little Rock and currently coordinates volunteer opportunities for Women to Women through First Baptist Church of Benton.   She also volunteers as a speaker for Invest It Forward™ Stock Market Game in local schools.  Karen and her son, Charlie, live in Little Rock.  She enjoys weekends at the lake, traveling, shopping, and spending time with family and friends.
    Securities Agent: TX, AR, WV, WI, WA, VA, TN, SC, PA, OR, OK, OH, NY, NV, NH, ND, NC, MS, MO, MN, MI, MA, LA, KY, KS, IN, IL, HI, GA, FL, DC, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1462853

    About Me

    As Senior Client Service Associate and the key relationship manager, Cheryl is instrumental in the development and implementation of our in-house client monitoring and review system.  Her focus areas include client management and personal service, our clients' experience, account maintenance, online support and organization.    
    Cheryl has been with Morgan Stanley since 2008.  She joined the firm attracted by its innovative, client-centered approach. Cheryl is highly motivated and adds an exceptional level of efficiency to the team through her accumulated 20 years of experience in customer service. 
    Originally from Sheridan Arkansas, Cheryl and her husband Sam moved to Little Rock in 1988.  Cheryl and Sam have one son, Jahon.  When the market is closed Cheryl enjoys spending time with her family, being outside, and shopping.

    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
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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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

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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
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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
    Choosing an Environmental Charity

    Choosing an Environmental Charity

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    Ready to start a conversation? Contact The Harper Group today.
    Market Information Delayed 20 Minutes
    1Morgan 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.

    2Morgan 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.

    3Morgan 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.

    4Alternative 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.

    5Morgan 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.

    6Morgan 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

    7Tax 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.

    8Tax 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.

    9Morgan 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.

    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.


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