The Market Street Group

The Market Street Group at Morgan Stanley is an experienced and responsive team, highly skilled in the complexities of wealth management. Our team employs the collective experiences and insights of the group to customize strategies for our clients.

No two clients are alike. We believe that helping clients achieve their financial goals begins with completely understanding their needs. Our team takes a holistic approach to help you build, manage and preserve your wealth, which means we focus on all aspects of your financial life, not just parts of it. We are dedicated to providing you with a personalized strategy. Our goal is to use this strategy to help you and your family achieve your long term objectives.
Services Include
  • Wealth Management1
  • Financial Planning2
  • 401(k) Rollovers
  • Asset Management3
  • 529 Plans4
  • Alternative Investments5
  • Annuities6
  • Business Succession Planning7
  • Endowments and Foundations8
  • Estate Planning Strategies9
  • Life Insurance10
  • Long Term Care Insurance11
  • Planning for Education Funding12
  • Professional Portfolio Management13
  • Retirement Planning14
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

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    Experience

    Our team has over 75 years of combined experience in the Financial Industry. Jim and Matt have both earned their Certified Financial Planner designation. Drew is currently working toward the CFP. Jim has also received the Certified Investment Management Analyst certification and Matt completed the Retirement Income Certified Professional designation.

    All in all, our team believes in continuing to learn and stay on the cutting edge of changes in the financial industry.

    Click on the links below to see the importance of working with:
    Certified Financial Planner
    Certified Investment Management Analyst
    Retirement Income Certified Professional




    CRC number 2040216

    Community Involvement

    Jim’s Non-Profit Experience

    LINK Associates – 2014 to 2018, Board Member

    Waukee Betterment Foundation – Board Member

    Dallas County Conservation Board – Board Member

    Raccoon River Valley Trail Association – 2003 to 2012, Board Member

    Matt’s Non-Profit Experience

    The Great Outdoors Foundation – Board Member 

    Habitat for Humanity – ReStore –  Advisor Committee Member

    The Salvation Army –2001 to December 2008, Advisory Board Member

    The Polk County Conservation –2010 to November 2014, Advisory Board Member

      press

      CRC 2059136

        Location

        505 Market St
        Ste 300
        West Des Moines, IA 50266
        US
        Direct:
        (515) 224-5529(515) 224-5529
        Toll-Free:
        (800) 488-0411(800) 488-0411

        Meet The Market Street Group

        About Me

        Jim Miller, CFP®, CIMA®
        Senior Vice President, Wealth Advisor

        Jim joined Morgan Stanley in 1983 and has worked within the financial services industry for over 35 years. As a Senior Vice President with his focus in overall wealth management, he earned the position of Wealth Advisor in addition to his designation of CERTIFIED FINANCIAL PLANNER™ practitioner. Never one to be satisfied with status quo, Jim also became a CERTIFIED INVESTMENT MANAGEMENT ANALYST® in 2008. This course work was completed at the prestigious Wharton School of Business.

        Jim was raised on the family farm in Clive, Iowa, which is now a sprawling suburb of Des Moines. His college years were spent in Ames, where he graduated with a degree in agricultural business from Iowa State University. Aside from a few years out of state, Jim has been a lifelong resident of Des Moines, where he now lives along with his wife, Deb. Their two children, Lauren and Drew followed in his footsteps and also attended Iowa State. Jim’s many activities include snow skiing, bicycling and SCUBA diving and he considers himself a gentleman farmer during periods away from the office. Jim also volunteers his time to the Waukee Betterment Foundation where he is a Board member, along with being a member of the Dallas County Conservation Board.
        Securities Agent: IA, WI, WA, VA, TX, SD, RI, PR, OR, OK, OH, NY, NV, NJ, NE, MT, MO, MN, MI, LA, KY, KS, IN, IL, GA, FL, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
        NMLS#: 1312799

        About Me

        Matt Marckmann, CFP®, RICP®
        Vice President, Financial Advisor
        Matt has worked as a Financial Advisor with Morgan Stanley since 1999, and attained the designation of CERTIFIED FINANCIAL PLANNER™ practitioner after only four years in the business. While working in the marketing department of DTN designing websites for stock traders, he gained an intense interest in the area of finance, which led him to join the industry. Since starting with the firm, Matt has focused on the areas of financial planning, asset allocation strategies and alternative investments.
        He was proud to become a Vice President in 2008 and was included in the 2012 Forty under 40 List put together by the Des Moines Business Record. Most recently, Matt obtained the RETIREMENT INCOME CERTIFIED PROFESSIONAL™ designation.
        Growing up on his multigenerational family farm in Fontanelle, Iowa, Matt learned the deeply entrenched family values that he uses in his business practice today. Although he left to earn a degree from Northwest Missouri State University, he still retains ownership of the property that has been in his family since 1890. Matt and his wife, Wendy, now reside in Adel with their daughter, Zoë. When he is away from the office, he enjoys kayaking, working on the farm, attending college football games and running. Ever the altruist, Matt is a board member of the Habitat for Humanity—ReStore, and Great Outdoors Foundation.
        Source: “40 Under 40”, 03-16-2012, as identified by the Des Moines Business Record. The criteria for the award does not include qualitative or quantitative factors relating to investment performance. The criteria for this award was based upon professional accomplishments and community service/involvement. This rating is not representative of any one client’s experience and is not indicative of the Financial Advisor’s past, present or future performance. Neither Morgan Stanley* nor its Financial Advisors pay a fee to The Des Moines Business Record in exchange for the ranking.
        Securities Agent: OK, IA, WI, WA, VA, TX, TN, SD, RI, PR, OR, OH, NY, NV, NJ, NE, MT, MO, MN, MI, LA, KY, KS, IN, IL, GA, FL, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 1301140

        About Me

        Drew began his career at Morgan Stanley in January of 2016. He came to Morgan Stanley from the insurance and annuity industry after spending 2 years working for New York Life in West Des Moines. This experience is an asset to The Market Street Group at Morgan Stanley,

        During his first two years at Morgan Stanley, Drew worked as a Wealth Advisor Associate. He focused on financial planning, running over 300 financial plans for clients in the Iowa and Nebraska region. A solid financial plan is essential to determine the appropriate portfolio for a client that optimizes a required rate of return and risk.

        Born and raised in West Des Moines, Drew followed in his father’s footsteps and attended Iowa State University. Drew is an active member of the Des Moines Estate Planners, sits on Dallas County’s Habitat for Humanity steering committee and is involved with other professional networking groups, as well. During his time at Iowa State University, Drew became a frequent volunteer for St. Jude’s Children’s Hospital and donates his time to their organization whenever he can. Outside of work, you can find him spending his free time doing a number of activities such as: snow skiing, watching Cyclone athletics (the good and the bad) and golfing.
        Securities Agent: IA, WI, WA, VA, TX, SD, RI, PR, OR, OK, OH, NY, NV, NJ, NE, MT, MO, MN, MI, LA, KY, KS, IN, IL, GA, FL, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
        NMLS#: 1780437

        About Me

        Twila is a Client Service Associate for the Market Street Group at Morgan Stanley.  She began her career in the financial service industry in 2000.  Her responsibilities include all aspects of client administration and operations.  Twila's depth of experience provides her with the necessary skill set and keen ability to anticipate, plan and perform the effective administration of the team's clientele.  She currently lives with her family on a farm near Madrid.   

        Twila.Carlson@morganstanley.com
        515-224-5536
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        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
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        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
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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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        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
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        Ready to start a conversation? Contact The Market Street 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.

        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 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.

        4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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

        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.

        9Morgan 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.

        10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        12Morgan 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.

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        14Morgan 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.

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        CRC 2019752 10/2018