The Meeuwsen Group at Morgan Stanley

Mike has extensive experience as a second-generation advisor. He has spent his career helping families navigate the complexities of wealth management, providing thoughtful guidance across retirement education, estate planning, and investment strategy. With a planning-first approach, Mike helps clients bring order, clarity, and confidence to even the most intricate financial situations.

As a CERTIFIED FINANCIAL PLANNER professional, Mike is committed to upholding the highest standards of ethics and professionalism, ensuring that clients benefit from objective, well-rounded advice across all areas of financial planning. His ability to connect long-term goals with disciplined investment strategies reflects both his technical expertise and his deep commitment to serving families across generations.

Mike earned his B.A. in Accounting from Hope College, where he also distinguished himself as a student-athlete, receiving the prestigious GTE Academic All-America Award as a baseball player. Beyond his professional work, he is actively engaged in his community, supporting local charities, and taking active involvement with Hope College and Grand Rapids Christian Schools.

Mike and his wife, Susan, live in the Grand Rapids area with their four children. He enjoys staying active, giving back to the community, and spending time with his family.

Ed is the team founder and primarily responsible for providing investment guidance, relying on his 50 years of investment experience.  Ed's main concentration is on investment management and estate planning strategies for high net-worth families.  Clients have benefited from Ed's focus on using disciplined investment strategies to help them meet their financial goals.
Ed has been a member of the elite President's Council for over 30 years, as he consistently ranks among the firm's leading Financial Advisors.  He earned his B.A. in Economics from Calvin College and received an M.B.A. from the University of Michigan.
Ed has a passion for investments but his family and supporting Christian causes take priority in his life.  Along with Sherry, his wife of over 50 years, they have 3 children and 8 grandchildren.  Ed spends most of his free time with his family as well as supporting other charitable organizations.

Paul helps families and business owners develop tailored wealth management strategies designed to bring clarity and confidence to every stage of their financial journey. His work focuses on creating customized plans that address retirement, education, tax, insurance, and estate considerations while guiding clients through the thoughtful transition of wealth across generations.

Before joining Morgan Stanley in 2016, Paul spent 15 years in the Oil & Gas industry as a key leader for a successful exploration and production company. This experience shaped his analytical approach and deep understanding of complex financial and business structures. Since joining the firm, he has earned recognition in Morgan Stanley’s prestigious Pacesetters Club, honoring advisors who demonstrate exception professional standards, client service, and performance.

Paul is also an integral part of the Meeuwsen Group’s Corporate Retirement Plan service model. He works closely with employers and plan participants, providing education and individualized guidance on 401(k), SIMPLE IRA, and other qualified plan structures – always with a focus on fiduciary integrity and long-term results.

He holds Bachelor of Science degrees from both Hope College and Grand Valley State University, and received the designation of Financial Planning Specialist from the College of Financial Planning.

Paul and his wife, Sarah, live in the Traverse City area and have four children. Outside of work, he enjoys spending time with his family, playing tennis, boating, and serving actively in his church community.

Jake helps families bring clarity and structure to their wealth by developing customized financial plans and disciplined investment strategies. With experience spanning retirement planning, estate considerations, and complex wealth management needs, he provides guidance designed to preserve, grow, and transfer wealth across generations.

Jake earned his bachelor's degree from Indiana Wesleyan University where he graduated valedictorian and played baseball. From there, he began his career at one of the nation's top-ranked Registered Investment Advisory (RIA) firms. While there, he worked directly with affluent, high-net-worth, and ultra-high-net-worth clients, helping them design investment solutions and wealth plans tailored to their unique goals and challenges.

At the Meeuwsen Group, Jake applies that deep planning expertise and investment insight to support clients at every stage - from wealth accumulation to distribution, succession, liquidity events, and legacy planning. Drawing on the group's multi-generational experience, as well as Morgan Stanley's global platform, he helps clients stay disciplined, focused, and aligned with their long-term objectives.

Away from the office, Jake is active in his local church community, enjoys boating and golf, and loves spending time with his wife Maddie, their son, and their dog. He views financial advisory not just as a profession, but as a calling: helping families create clarity, confidence, and freedom to pursue their priorities across generations and focus on the things that really matter.