The McGlothin Group at Morgan Stanley

I am an Managing Director and Financial Advisor with The McGlothin Group at Morgan Stanley. With over 20 years’ experience in the financial services industry, I focus on asset allocation, portfolio construction and ongoing review of financial plans for institutions and affluent families.

A graduate of Wake Forest University, I received my B.S. in Business from The Calloway School of Business and Accountancy. In 2004, I began my professional career at our team’s predecessor firm, Smith Barney. Five years later, I achieved partner status in what is now The McGlothin Group.

My primary responsibility to our clients is building, implementing, monitoring and amending customized wealth management strategies, including retirement plans and trust services. Closely monitoring relationships with equity, fixed income and alternative investment managers allows me to consistently test and refine the team’s investment management process. I thoughtfully allocate strategies in each client’s portfolio with an emphasis on tax and risk management.

Proud to be a Knoxville native, I love the people and natural beauty of East Tennessee. My community involvement includes active board membership with Knoxville Symphony Orchestra, Senior Citizens Home Assistance Service, Joni and Friends Tennessee and the Knoxville Fellows Program. A member of Resurrection Presbyterian Church, I also enjoy participating in Bible Study Fellowship. Personal interests include world travel, reading, running, college athletics and anything related to the history of the financial markets.


Disclaimer:
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.

Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.

I am a Financial Advisor with The McGlothin Group at Morgan Stanley. My primary focus is assessing the needs and goals of our clients in order to present comprehensive financial solutions.

I graduated with a B.S. in Psychology and a minor in Religion from the University of Georgia. I began my professional career working for a non-profit organization primarily focusing on the development and engagement of cross-sector community leaders. In that capacity, I also recorded, monitored and reported all organizational financial matters. Having moved to Knoxville six years ago, I am enjoying exploring all that East Tennessee has to offer. I am an alumnus of the Knoxville Fellows, a Christian leadership development program that focuses on service to our Knoxville community and now serve on the board of the program’s governing organization 4 Market Square. I am passionate about education and providing support to children in our community. I am a founding board member of the West Hills Elementary School Wolf Pack Foundation dedicated to addressing the academic, creative and social needs of children in my local school. I am also an active member of Rotary International currently serving as President-Elect of my club. In my free time, I enjoy researching new recipes, college football, golf and attending live concerts.

As a Financial Advisor with The McGlothin Group at Morgan Stanley, I am part of a dynamic team committed to providing comprehensive financial strategies to institutions and affluent families. My role allows me to leverage decades of knowledge and experience in delivering sound advice and tailored strategies, helping ensure successful financial outcomes for our clients.

One of my primary responsibilities is continuous evaluation of equity, fixed income and alternative investment allocations in place and under consideration for client portfolios. Closely monitoring these relationships ensures alignment with our team's philosophy towards risk management alongside our firm's market outlook.

A graduate of the University of Tennessee, I received my B.S. in Business Administration with a major in Finance from the Haslam College of Business. In 2022 I began my career with The McGlothin Group as Team Administrator and became fully securities licensed (Securities Industry Essentials, Series 7, Series 66, Series 31 and Life Insurance) prior to graduation.

My roots run deep in East Tennessee and I am proud to call Knoxville home. Personal interests include lake activities, weight training, college and professional football and attending Fellowship Church.

I am a Wealth Management Associate with The McGlothin Group at Morgan Stanley, with over 18 years in the financial services industry. My primary function is to provide administrative and operational support for the team with new and existing client relationships.

As a graduate of Bakersfield College, I began my career with Morgan Stanley in 2007 as an unregistered Client Service Associate, later passing the Series 7 and Series 66 exams becoming fully registered. Since then, I have completed additional trainings which have led me to current position as the teams Wealth Management Associate.

After being born and raised in central California, our family relocated to East Tennessee in early 2020, fulfilling a long-standing dream to be in the area. When not in the office I enjoy boating and kayaking the local waters with my husband, Matthew and our teenage daughter, Ashlynn.

I am a Client Service Associate with responsibility for virtually all aspects of the client experience. Having a background in relationship management, I am well-versed to help sustain the white-glove service known by clients of The McGlothin Group at Morgan Stanley.

I attended the University of Central Oklahoma to pursue an accounting degree, then transitioned to philanthropy. I also attended the University of Wisconsin Graduate School of Business for certification and am a Certified Fund Raising Executive (CFRE).

Prior to Morgan Stanley I transformed a new mission, the Women’s Fund of East Tennessee, into an award-winning enterprise with a multi-million-dollar foundation. Previously I served as President and CEO of Baptist Health System Foundation and National Foundation Director for Billy Graham Evangelistic Association.

The East Tennessee community is important to me, and I am honored to have been recognized by my peers and community through a number of awards including Foundation of the Year in 2007 and 2015. I have enjoyed developing three foundations as Board member including the Free Medical Clinic, the National Embryo Donation Center, and Bearden High School Foundation. A graduate of Leadership Knoxville, I am currently on the Board of The Restoration House. My husband Bruce and I are members of Fellowship Church. We find great pleasure engaging with our four adult children and spouses alongside four fun and talented grandkids. In my free time you will catch me on the pickleball court or my eBike.

As Team Administrator with The McGlothin Group at Morgan Stanley, my primary role is to provide operational assistance to advisors and support staff.