Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
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    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
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    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

10 So Jefferson St
Suite 1700
Roanoke, VA 24011
US
Direct:
(540) 725-3166(540) 725-3166

Meet The Mattox-Hubbard Group

About Josh Mattox

Securities Agent: MS, IN, WA, MD, KS, CO, CA, PA, IL, WV, TX, OK, LA, KY, DC, FL, AL, SC, TN, NY, NJ, NC, MA, MI, IA, GA, VA, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278576

About Ryland Hubbard

Senior Vice President

Portfolio Management Director

Financial Advisor


The Hubbard Team

10 S. Jefferson Street | Suite 1700

 Roanoke, VA 24011

Direct: 540-772-0533|  Fax: 540-759-7918| Email:  ryland.hubbard@morganstanley.com
Securities Agent: AL, NY, NE, NV, OK, NJ, IL, MA, OH, AR, AK, RI, TN, TX, PR, VA, WV, WI, CO, DE, WA, GA, FL, CT, IN, KY, LA, PA, MN, MO, ND, MD, CA, UT, SD, SC, NM, NC, MT, MS, MI, IA, DC, AZ, VI, KS, WY, HI, ID, ME, NH, OR, VT; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 638872

About Cynthia Conner

Financial Advisor

Morgan Stanley 

10 S. Jefferson Street, Suite 1700

Roanoke, Virginia  24011

540-725-3163 (Phone)

540-904-4268 (Fax)

Email:   cindy.conner@morganstanley.com

NMLS# 1271837


Cindy began her career in the financial services industry in 1999.   She has valuable and varied experience that enables her to fulfill most account-related needs for our clients.  With a background in Real Estate and Estate Administration as well as beginning her career in the financial services industry as an client associate, Cindy has many resources available to her to help with everything from small tasks to very complex issues. She focuses on Insurance and Financial Planning Solutions as well as Practice Management for our team.  Cindy treats our clients concerns with respect and sensitivity, handling each client’s unique needs with empathy, speed and integrity.

Born and raised in Virginia, Cindy studied at Patrick Henry College in Martinsville, Virginia with a major in Legal Administration.   She worked in the legal field for over a decade before making the decision to join the financial services industry.  She went on to obtain her Series 7, 66, 31 and Life and Health insurance licenses.  

Cindy and her husband Colby reside in the Penn Forest area of Roanoke County with their three dogs and enjoy playing Chess during their down time.  They also call Rockbridge County, Virginia, home as they own a farm house and surrounding acreage and hope to retire there one day.
Securities Agent: OK, NC, CT, AK, WA, NV, MS, LA, GA, CA, TX, TN, SC, RI, PR, OR, NJ, NH, MD, ID, IA, DC, NY, ND, ME, IN, OH, HI, VA, MI, KY, CO, SD, MA, IL, WY, UT, MO, MN, FL, AZ, WV, PA, NE, DE, AR, NM, MT, KS, AL, WI, VT, VI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1271837

About William Pratt

William Pratt recently graduated cum laude from Roanoke College earning a BA in Economics, with a concentration in Finance. During his time at Roanoke College, Will received several honors including Senior Scholar in Economics, a member of Omicron Delta Epsilon honor society, and a member of Alpha Lambda Delta honor society.  Will received his Virginia State License for Health, Life and Annuities in 2017 and is fully registered with both series 7 & series 66 certifications.

He has completed internships at UBS Financial Services (Roanoke, VA) and North Shore Oil Company (Syracuse, NY) while at Roanoke College.  Additionally, he worked at Hanging Rock Golf Course before taking on a supervisory role with Roanoke College Campus Recreation. 

Will grew up in Salem, Virginia where both of his parents, Bill Pratt and April Woodward, also graduated from Roanoke College.  He was a member of the 2013 AA Division 4 State Championship basketball team at Salem High School in southwest Virginia.  In his spare time, he can be found on the golf course, traveling, and attending sporting events. 



Morgan Stanley / Assistant Vice President / Wealth Management Associate

10 S. Jefferson Street, Ste. 1700

Roanoke, VA  24011

Direct: 540-772-0515

Fax: 540-595-3993

Email: Will.Pratt@morganstanley.com

About Sheila Denzler

Sheila is born and raised in Richmond Virginia and started her career with Wheat First Securities. In 1996, she moved to Baltimore Maryland to join Alex Brown and Sons. After many years in financial services, Sheila took a step back and went to Tulsa Oklahoma to attend Rhema Bible Training College. After graduation, her family moved back to Richmond Virginia where she joined Morgan Stanley in 2016. In 2024, she joined the Mattox-Hubbard Group as a Group Director with a Financial Planning Specialist designation.
Outside of work, Sheila and her daughter Nona enjoy sporting events, beach trips and all things Christmas.

About Mindy Boitnott

Mindy joined The Mattox Group in September 2022 and is often the first line of contact on a broad array of client services. Mindy provides outstanding customer service with a very personal approach while also working closely with the team to support daily operations and administration. Prior to joining Morgan Stanley, she was in education for 12 years.

Born and raised in Virginia, Mindy currently resides in Botetourt County with her husband and two children. When not attending her children’s sporting events, she enjoys traveling and spending time at Smith Mountain Lake.

Awards and Recognition

Forbes America's Top Wealth Advisors
2022-2025 Forbes America's Top Wealth Advisors Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
Wealth Management
Global Investment Office

Portfolio Insights

This is a video content

Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact The Mattox-Hubbard Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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.

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

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)