Utah High Desert Group at Morgan Stanley

Brian Parcell is an Executive Director, Portfolio Management Director, Family Wealth Director, and Wealth Advisor at Morgan Stanley. He has been with Dean Witter/Morgan Stanley for over 40 years. His experience with Morgan Stanley has been one of extensive growth and advancements, especially in technology and other experiences. Brian greatly values Morgan Stanley's support, excellent resources, and intellectual capital, which has heightened his ability to address client's needs and aims. As a Family Wealth Director (FWD), Brian can understand a client's complex situation better and develop talking points and strategies that provide them comfort about their financial future. He has the knowledge and channels to assist clients with: Family Governance, Wealth Transfer, Business Succession Planning, Philanthropy, Equity Risk Management, Asset Protection, and Banking and Lending.

Working as an investment advisor was always a personal ambition for Brian. The dynamics of the industry, attainment of proficiency, and the challenge it poses are a huge draw for him. The most rewarding aspect has been the relationships he has established with clients as they work together to help achieve their investment goals.

Prior to his current role, Brian was an IPO Syndicate Coordinator and Assistant Branch Manager. He received his Bachelor of Science in Economics from the University of Utah. Brian enjoys golfing, hiking and biking in his spare time. He currently resides in Holiday with his wife and dog Cally.

Alan Paulson is an Executive Director – Financial Advisor at Morgan Stanley. As of July 2024, Alan manages $550 million of client assets for a number of wealthy individuals and families, business owners and corporate clients. Alan has been named to Morgan Stanley's Masters Club as well as recognized by Forbes on their Best-In-State Wealth Advisor list 3 years in a row.

Alan began his career in financial services out of a desire to educate individuals and families on the multi-generational opportunities that arise from capturing present-day financial goals. Alan aims to be more than simply an investment manager but rather a full-financial health counselor who addresses the total financial picture of his clientele. He provides guidance in retirement, tax, estate and insurance planning strategies as well as advanced capabilities in health, lending, college, and cash management needs. He believes in simplicity and being transparent in respect to fees, risk, investment philosophy and performance to better prepare and navigate his clients amid moments of market volatility.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional, a designation conferred by the Certified Financial Planner Board of Standards in the United States. He is a Chartered Retirement Planning Counselor™ (CRPC^®) professional, a designation awarded by the College of Financial Planning. He also holds the FINRA series 7 and 66 registrations. A graduate of Brigham Young University, he earned a Bachelor of Science in Biology and spent 6 years working in pharmaceutical sales before transitioning into the wealth management industry. He is fluent in Spanish.

Alan enjoys sports–especially tennis, pickleball and racquetball. He also enjoys playing the guitar and piano. Most of all, he enjoys spending time with his family and doing volunteer work with his religious organization. He and his wife Kara reside in Alpine with their five children.

Forbes Best-In-State Wealth Advisors 2022, 2023, 2024

Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2022, 2023, 2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Heather Watanabe is a Senior Vice President, CFP^® Professional, Global Sports and Entertainment Director and Financial Advisor at Morgan Stanley. She works with clients across the United States to establish and execute on their short and long-term financial goals. Her team, The Utah High Desert Group, conducts their practice in a way that ensures they are factoring in the often-complex financial picture of their clients. They work with entrepreneurs, athletes, entertainers, and many others as their dedicated financial coaches. Areas of focus include investment portfolio construction/management, alternative investments, public markets, philanthropic, estate planning strategies, and the complexity of working across multiple generations within a family. Based on her efforts she was awarded the Pacesetter’s Club recognition in 2022 & 2023, which is a global recognition program for financial advisors who have demonstrated the highest professional standards and client service early in their career.

Prior to joining Morgan Stanley, Heather was a ten-year member of the United States Freestyle Ski Team and represented the United States of America in both the Vancouver 2010 and Sochi 2014 Winter Olympics. The discipline, dedication, attention to detail, and unwavering drive to pursue excellence in all Heather has chosen to do, are skills she acquired as an elite athlete and now brings to her clients and her team. She remains involved with U.S. Ski & Snowboard in her volunteer capacity as a member of the Board of Trustees, Investment Committee and Finance Committee.

Heather lives in Salt Lake City, Utah with her husband and two daughters. She loves the outdoors and in her free time she can be found skiing, mountain biking, hiking, and camping.

Adam is a Financial Advisor and Financial Planning Specialist on the Utah High Desert Group at Morgan Stanley. Before joining the team, he spent over a decade as a Director and VP of sales in the tech industry, working with both Fortune 500 companies and startups here in Utah’s “Silicon Slopes.” Consulting with business owners, physicians, founders, entrepreneurs, and executives for many years, he maintains a passion for helping these individuals and their families still, only now with regards to their personal finances.

Whether managing $250k or $50M+, Adam’s process begins by understanding each client’s specific financial situation and priorities. Education is emphasized, ensuring clients feel informed before making any decisions. Only then will he craft a personalized proposal aimed at helping them achieve their goals, protect their wealth, and minimize risk. As a Financial Planning Specialist, Adam will also offer complimentary consultations and financial plans, with no obligation to invest.

Adam has a B.S. degree in Business Management from Brigham Young University’s Marriott School of Management. Originally from Florida, Texas, and Idaho, Adam and his wife now call Lehi, Utah, home. They enjoy spending time with their two boys and two girls, traveling, and participating in various sports and activities in the great Utah outdoors.

Jennifer has worked in the financial services industry since 2005. Jennifer graduated from Westminster College, Magna Cum Laude, with a degree in Finance. She loves playing golf and spending time with her husband Matt and their two children.

Darla is a Portfolio Associate and former Complex CSA coach. Darla joined Morgan Stanley in 2009 and has over 30 years of Wealth Management experience. Darla’s overall attention to detail, organization, work ethic and focus on client relationships make her a highly valued team member. Her strong sense of commitment to clients is an added benefit. Darla holds her Series 7 and 66 licenses.

In her spare time, Darla enjoys hiking and spending time with family and friends.

Rattana has worked in the financial services industry since 1996 when she joined Morgan Stanley. She enjoys being in the outdoors, traveling, and spending time with her family.