About Our Team

Helping clients manage their wealth requires a careful and thoughtful appreciation of who you are and where you want to go. Our 5-person team is wholly dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, comprehensive investment strategies and a passion for serving you.
Services Include
  • Trust Accounts1
  • Wealth Management2
  • 401(k) Rollovers
  • Estate Planning Strategies3
  • Financial Planning4
  • Life Insurance5
  • Long Term Care Insurance6
  • Professional Portfolio Management7
  • Qualified Retirement Plans8
  • Retirement Planning9
  • Sustainable Investing10
  • Wealth Consulting
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Goal Identification

During our initial meeting(s), we listen to you. We’ll help you identify what to improve, develop or change as it relates to your wealth. By reviewing your completed confidential client profile, we’ll be able to determine your risk tolerance. Your long-term financial goals and objectives will be identified to set the foundation of your wealth plan.

Plan Development

We’ll conduct a portfolio stress test on your current investments and review your current statements. Our goal is to ensure your financial goals and objectives are in line with your level of comfort in taking on risk so that we can design a personalized financial roadmap that best meets your needs.

Strategy Selection

Providing disciplined and transparent investment strategies are the foundation of our wealth management practice. Through education, we want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default.

Transparent Communication

Once your plan is set in motion, you’ll define how we communicate with you – phone, email, mailings or in-person – but you can expect us to deliver proactive, transparent communications and unparalleled service. We’ll schedule annual reviews to ensure your financial goals and objectives remain current.

    Location

    7733 Forsyth Blvd
    Ste 2100
    Clayton, MO 63105
    US
    Direct:
    (314) 863-2000(314) 863-2000
    Toll-Free:
    (866) 646-4644(866) 646-4644

    Meet The Huffman Noakes Weber Group

    About Me

    Bill joined Morgan Stanley in 1988. As a Portfolio Manager, he manages investment portfolios on a discretionary basis, in accordance with client goals. As a CERTIFIED FINANCIAL PLANNER(tm) since 1995, Bill has a broad understanding of a variety of client financial needs. Bill started his financial services career with Merrill Lynch in 1972. In 1975 he joined E.F. Hutton where he served as an Investment Broker, St. Louis Branch Manager and the Midwest regional leveraged products specialist. Bill has a M.B.A. from the University of Missouri-Columbia, and B.S.B.A., majoring in economics, from Drake University.
    Securities Agent: TX, MO, WY, WA, VA, UT, SC, RI, PR, PA, OR, OK, OH, NY, NV, NE, NC, MN, ME, MD, MA, KY, KS, IN, IL, IA, GA, FL, CT, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; General Securities Principal; BM/Supervisor; Investment Advisor Representative

    About Me

    Jason has worked for Morgan Stanley since 2002. As a holistic wealth planner, Jason dedicates himself to understanding each of his client’s unique financial situations – assets, liquidity, liabilities and insurance – and helps them articulate and refine their financial goals.  He then helps them develop and implement a plan designed to successfully achieve them. Jason graduated from Vanderbilt University with a degree in Chemistry and Business Administration.
    Securities Agent: MO, WY, WI, WA, VA, UT, TX, TN, SC, PR, PA, OR, OK, OH, NY, NJ, NH, NE, ND, NC, MN, MI, ME, MD, MA, KY, KS, IN, IL, IA, GA, FL, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1288146

    About Me

    John has worked for Morgan Stanley since 1999. As a CERTIFIED FINANCIAL PLANNER(tm) since 2009, John has the tools required for comprehensive financial planning and applies his knowledge to each client’s unique situation. John’s work experience with McDonnell Douglas, Fiberite, and Nanophase Technolgies provide him with real world experience in science and business. John earned his BS in Chemistry and M.B.A. (finance) from University of Missouri-Columbia.
    Securities Agent: TX, MO, WY, WA, VA, UT, SC, RI, PR, PA, OR, OK, OH, NY, NV, NE, NC, MN, ME, MD, MA, KY, KS, IN, IL, IA, GA, FL, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1278909

    About Me

    Kathy has been employed by Morgan Stanley since 1993. As a Senior Registered Client Service Associate she provides administrative and operational support for client service requests. Kathy's former employment with Monsanto Co. in the Treasury and the Corporate Accounting Departments, and with H&R Block as a tax preparer, provide her experience in financial, accounting, and tax procedures. Kathy is a Registered Representative with NYSE, FINRA, and also maintains an insurance license.

    About Me

    Margaret has worked for Morgan Stanley since 2004. As a Senior Registered Client Service Associate, she assists with trade execution, financial plan construction and leads new client on-boarding service and administration. Margaret's 17-years of experience in the financial services industry are highlighted by the strong relationships she has built with clients and colleagues.

    Margaret holds her Series 7, 6, 63, 65 and 31 Licenses.
    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    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
    From Clueless to Clued In: Teaching Teens About Money

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    As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

    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
    Facing Financial Stress? Your Employer May Be Able to Help

    Facing Financial Stress? Your Employer May Be Able to Help

    Many of us face money worries. You may be able to get advice and education from an unexpected source.

    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
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    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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

    2Morgan 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.

    3Morgan 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.

    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.

    5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    7Morgan 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.

    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.

    10The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

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    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.

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


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