Eric Peterson
Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(415) 693-6018(415) 693-6018
Industry Award WinnerOur Mission Statement
With decades of experience, a disciplined process, and the full strength of Morgan Stanley’s global resources, we deliver exceptional service and personalized financial solutions, allowing you to focus on what matters most.
THE MELLOS GROUP
The Mellos Group is a multigenerational wealth management team dedicated to providing advice to a select group of high-net-worth and ultra-high-net-worth individuals, families, and institutions. With decades of advisory experience, we take a disciplined, client-centric approach that emphasizes service and an enduring partnership.
We collaborate with Morgan Stanley's Private Wealth Management and Graystone Consulting divisions to serve clients with more complex needs, providing access to advanced planning and investing resources, alternative investments, and strategies typically reserved for family offices and institutions.
Through Morgan Stanley's Family Office Resources platform, we provide access to highly specialized services, including estate planning advisory, philanthropic advisory, family governance, lifestyle advisory, and consolidated reporting. These offerings are designed to address the unique challenges faced by individuals and families with significant wealth.
If you are seeking a trusted advisory relationship rooted in experience, rigor, and a long-term commitment to your goals, we invite you to contact us to discuss how we can support your mission.
Services Include
- Financial PlanningFootnote1
- Estate Planning StrategiesFootnote2
- Retirement PlanningFootnote3
- Executive Financial ServicesFootnote4
- Business Succession PlanningFootnote5
- Cash Management and Lending ProductsFootnote6
- Alternative InvestmentsFootnote7
- Donor Advised Funds
- Endowments and FoundationsFootnote8
- Corporate Retirement PlansFootnote9
- Stock Plan ServicesFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Together, we’ll develop a comprehensive wealth plan tailored to your priorities, including investment strategy, tax-aware planning, liquidity needs, and estate considerations. We’ll help you anticipate complex risks and opportunities, put safeguards in place for the unexpected, and coordinate with your legal and tax advisors so you can pursue your goals and leave the legacy you intend for your family and the causes you care about.
Estate Planning Strategies
Estate planning structures how your wealth and assets will be transferred during your lifetime and at death in line with your goals. For high-net-worth and ultra-high-net-worth families, it often includes tax-aware strategies and coordinated planning with legal and tax advisors to help protect family and philanthropic priorities.
Multigenerational Families
We help multigenerational families manage personal wealth through a coordinated approach that aligns investments, tax strategy, estate planning, and family governance. During significant life events, we provide seasoned guidance to navigate complex decisions and help preserve and transfer wealth across generations.
Financial Planning
Your goals, assets, liabilities, and other key information are gathered and analyzed to inform a comprehensive plan. We then apply our experience working with high-net-worth and ultra-high-net-worth families to provide tailored recommendations on spending, giving, and lifestyle decisions.
Family Office Resources
The Mellos Group works with Morgan Stanley Family Office Resources to coordinate specialized support across trust and estate planning, family governance, wealth education, family office management, and philanthropy. For ultra-high-net-worth families, this integrated approach helps address complex planning needs and support multigenerational goals.
Professional Portfolio Management
We will devise and implement a disciplined investment strategy aligned with your goals, constraints, and overall wealth plan. We construct and actively manage custom portfolios, making informed decisions about what to buy or sell and when to adjust exposures as markets and your circumstances evolve. Our process emphasizes diversification, risk management, and ongoing monitoring to help keep your portfolio positioned for long-term objectives.
Retirees
Retirement planning is a step-by-step process, and our approach brings together decades of experience, individualized attention, and a deep commitment to delivering personalized strategies. We help align your retirement income, investment allocation, tax considerations, and legacy goals into a coordinated plan designed to support your lifestyle and adapt as your needs evolve.
401K Rollovers
A 401(k) rollover can offer several benefits, including simplifying your financial life by consolidating retirement assets in one place. We can help evaluate your overall allocation to reduce unintended overlap or concentration risk and make required minimum distributions easier to manage when they apply. You may also gain access to a broader, open-architecture investment platform with a wider range of choices.
Pre Retirees
Proper retirement planning helps anticipate the life events and financial obligations that can affect your retirement timeline, income needs, and portfolio strategy. As you move from mid-career into your pre-retirement years, we work with you to refine your plan, manage key risks, and position your investments for the transition from accumulation to retirement income. We stay alongside you as circumstances change, helping you make informed adjustments to keep your goals on track.
Divorce Financial Analysis
Major relationship transitions can be overwhelming, both emotionally and financially. While divorce is rarely easy, we can help you evaluate the near-term decisions and long-term implications, including cash flow, asset division, tax considerations, and updates to your estate plan. Together, we will build a clear path forward so you can move into the next chapter with greater confidence.
Corporate Executives
Working with corporate executives and C-suite leaders comes with a unique set of planning challenges, from concentrated equity positions and complex compensation to tax and liquidity considerations. At Morgan Stanley, we help you make informed investment decisions and implement tax-aware strategies designed to preserve more of what you earn. We coordinate your planning across investments, cash flow, and long-term goals so your wealth strategy stays aligned as your career and circumstances evolve.
Cash Management & Lending Products
Morgan Stanley offers a suite of digital tools designed to complement your investment strategy and support day-to-day cash management. These modern private banking and lending solutions can help you streamline payments, manage liquidity, and access credit, while keeping your financial picture connected in one secure place.
Business Owners
We understand the unique complexities of owning a closely held private business, where personal and business finances are often deeply connected. We help you make informed investment and liquidity decisions, align cash flow with long-term goals, and plan for key milestones such as succession, a potential sale, or generational transfer. Our approach is designed to support both your business and your personal wealth strategy over time.
INDIVIDUAL PLANS FOR INDIVIDUALS LIKE YOU
Our disciplined approach begins with developing a comprehensive understanding of who you are, what you value and what you truly want your wealth to accomplish. We address a range of client circumstances across generations.
Your goals are a work in progress, so we’ll meet with you regularly to evaluate any changes to your life’s circumstances and goals. Together, we’ll continually update your plan and recommend the adjustments designed to help keep you on track.
Your goals are a work in progress, so we’ll meet with you regularly to evaluate any changes to your life’s circumstances and goals. Together, we’ll continually update your plan and recommend the adjustments designed to help keep you on track.
Discover
We start with a conversation to gain a thorough understanding of your needs, lifestyle and family - and your goals for the future.
Goals-based Planning
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan.
Advise
We work with you to develop portfolio strategies that help you achieve and protect the outcomes you envision.
Portfolio Risk Platform - Aladdin
Portfolio Risk Platform is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types.
Implement
We look across multiple accounts and products to help you implement solutions that are an appropriate fit for your strategy.
Total Tax 365
Total Tax 365 is our full spectrum of year-round, active tax management solutions, tailored to help you minimize tax drag in your portfolio.
Track Progress
We help you track your progress as well as spending and saving to ensure you remain on track towards your goals.
Intelligent Withdrawals
We will analyze a your portfolio and make tax efficient sell recommendations to meet your withdrawal needs.
Ongoing Service & Care
Committed to premium service, we focus on developing a relationship that provides special value to you and your family. We set up regular meetings to provide updates and keep your plan on track towards achieving your goals.
Morgan Stanley Impact Quotient (MSIQ)
The Morgan Stanley Impact Quotient™ application gives Wealth Management clients new customizable insights into the social and environmental impact of their investment portfolios.
VALUABLE TOOLS AND RESOURCES
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity. Features include paperless documents, bill pay and secure account management.
Total Wealth View
With this service, you can view all your investments together – whether they are held at Morgan Stanley or elsewhere. All your assets will be in one place, providing a current and comprehensive view of your wealth.
On The Markets Research Report
Every month, Morgan Stanley’s top research analysts publish their “On the Markets” report, providing detailed market commentary on such topics as global equities, fixed income and monetary policy.
Access the Latest On The Markets Research Report
Digital Vault
The Digital Vault on Morgan Stanley Online allows you to build a centralized document library where all documents are stored using encryption.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the Latest GIC Weekly Research Report
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool.
Location
101 California St
23rd Floor
San Francisco, CA 94111
US
Direct:
(415) 693-6018(415) 693-6018
Meet The Mellos Group
Faye Mellos
Senior Vice President, Financial Advisor, Family Wealth Advisor, Senior Portfolio Manager
Phone:
(415) 693-7558(415) 693-7558
Philip Peterson
Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(415) 693-6075(415) 693-6075
James Rothwell
Registered Client Service Associate
Phone:
(415) 693-6204(415) 693-6204
Carlos Velis
Registered Client Service Associate
Phone:
(415) 693-6204(415) 693-6204
Rob Martz
Registered Client Service Associate
Phone:
(415) 693-6204(415) 693-6204
About Eric Peterson
Eric Peterson is a Financial Advisor and Vice President at Morgan Stanley, where he has served clients for more than a decade. As a Portfolio Manager, he focuses on constructing and managing customized investment portfolios and delivering comprehensive financial planning solutions designed to help clients meet long-term objectives. His approach emphasizes personalized service, clear communication, and a deep understanding of each client’s unique financial landscape.
He works closely with Morgan Stanley’s institutional resources to address the sophisticated needs of high-net-worth and ultra-high-net-worth individuals and families. He provides guidance on a wide range of complex issues, including concentrated stock strategies, Rule 144 transactions, 10b5-1 trading plans, and advanced estate and tax planning. He also maintains strong partnerships with advisors in Morgan Stanley Private Wealth Management and Greystone Institutional Consulting, enabling him to deliver coordinated strategies tailored to clients with complex needs. In addition, he draws on the capabilities of Morgan Stanley’s Family Office Resources platform to support clients with multigenerational wealth transfer, philanthropic planning, and bespoke family governance solutions.
Eric graduated with honors from the University of California, Santa Cruz. He later enhanced his business acumen through Harvard Business School’s Core Program, where he studied accounting, economics, and statistics.
Based in San Francisco, he enjoys an active lifestyle. In his free time, he enjoys running, hiking, skiing, and surfing.
He works closely with Morgan Stanley’s institutional resources to address the sophisticated needs of high-net-worth and ultra-high-net-worth individuals and families. He provides guidance on a wide range of complex issues, including concentrated stock strategies, Rule 144 transactions, 10b5-1 trading plans, and advanced estate and tax planning. He also maintains strong partnerships with advisors in Morgan Stanley Private Wealth Management and Greystone Institutional Consulting, enabling him to deliver coordinated strategies tailored to clients with complex needs. In addition, he draws on the capabilities of Morgan Stanley’s Family Office Resources platform to support clients with multigenerational wealth transfer, philanthropic planning, and bespoke family governance solutions.
Eric graduated with honors from the University of California, Santa Cruz. He later enhanced his business acumen through Harvard Business School’s Core Program, where he studied accounting, economics, and statistics.
Based in San Francisco, he enjoys an active lifestyle. In his free time, he enjoys running, hiking, skiing, and surfing.
Securities Agent: VA, MI, LA, ID, AL, AZ, MT, FL, CA, WI, UT, TX, NJ, WA, NV, OR, NH, PA, NC, WV, HI, NY, MO, ME, CO, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1507453
NMLS#: 1507453
About Faye Mellos
With more than 45 years of experience in financial services, Faye Mellos provides customized wealth management strategies designed to help clients preserve wealth, enhance tax efficiency, and plan multigenerational legacies. Her advisory approach is grounded in a disciplined process, deep industry knowledge, and a commitment to delivering proactive, personalized service.
Faye works closely with individuals and families to address the complexities of investing, estate planning strategies, and next-generation education planning. Her holistic perspective helps clients navigate both their financial goals and the values they wish to pass along.
Beyond her advisory work, Faye is actively involved in mentoring and community service. She is part of a team mentoring a young student from Cambodia through SheCan, a nonprofit focused on empowering women in post-conflict countries through education and leadership development.
Faye also volunteers with Homeless Action Sonoma, preparing weekly meals and facilitating community dialogue between housed and unhoused individuals in Sonoma County. She serves on the International Finance Committee for the Zonta Foundation for Women, a global organization advancing the status of women through advocacy and service, and is a charter member of the Zonta e-Club of Silicon Valley.
In her free time, Faye enjoys hiking in the hills of Sonoma, experimenting with farm-to-table cooking, and tending her expansive garden. She and her husband, Michael, reside in downtown San Francisco and spend weekends at their home in Sonoma County.
Faye works closely with individuals and families to address the complexities of investing, estate planning strategies, and next-generation education planning. Her holistic perspective helps clients navigate both their financial goals and the values they wish to pass along.
Beyond her advisory work, Faye is actively involved in mentoring and community service. She is part of a team mentoring a young student from Cambodia through SheCan, a nonprofit focused on empowering women in post-conflict countries through education and leadership development.
Faye also volunteers with Homeless Action Sonoma, preparing weekly meals and facilitating community dialogue between housed and unhoused individuals in Sonoma County. She serves on the International Finance Committee for the Zonta Foundation for Women, a global organization advancing the status of women through advocacy and service, and is a charter member of the Zonta e-Club of Silicon Valley.
In her free time, Faye enjoys hiking in the hills of Sonoma, experimenting with farm-to-table cooking, and tending her expansive garden. She and her husband, Michael, reside in downtown San Francisco and spend weekends at their home in Sonoma County.
Securities Agent: MT, WV, ME, HI, AZ, AL, WI, UT, NH, VA, OR, AR, NY, NJ, MO, MI, FL, TX, NC, WA, CA, PA, NV, ID, CO; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1394665
CA Insurance License #: 0B76089
NMLS#: 1394665
CA Insurance License #: 0B76089
About Philip Peterson
Philip brings more than 45 years of experience helping investors grow and preserve wealth through thoughtful, customized financial strategies. He is dedicated to easing clients’ financial burdens so they can focus on what matters most.
After serving in the U.S. Army in Germany in the early 1970s, Philip attended the University of North Dakota. He launched his financial career at EF Hutton & Co. in 1979, working closely with clients to pursue long-term financial goals. His career has also included extensive experience in banking and lending, including serving as Wells Fargo’s Regional Banking Consultant for Southern California.
Philip joined Morgan Stanley in 1999. He draws on the firm’s extensive resources and intellectual capital to deliver tailored asset management, risk mitigation, and investment strategies for affluent individuals and families. He also provides access to a comprehensive suite of banking and lending services.
Philip believes strongly in the power of collaboration. Within The Mellos Group, each team member contributes specialized knowledge to develop solutions that reflect a shared commitment to client success.
Beyond his work in finance, Philip has owned and operated a diversified grain and cattle ranch in North Dakota for several decades. He is also a member of the Delta Tau Delta Fraternity.
After serving in the U.S. Army in Germany in the early 1970s, Philip attended the University of North Dakota. He launched his financial career at EF Hutton & Co. in 1979, working closely with clients to pursue long-term financial goals. His career has also included extensive experience in banking and lending, including serving as Wells Fargo’s Regional Banking Consultant for Southern California.
Philip joined Morgan Stanley in 1999. He draws on the firm’s extensive resources and intellectual capital to deliver tailored asset management, risk mitigation, and investment strategies for affluent individuals and families. He also provides access to a comprehensive suite of banking and lending services.
Philip believes strongly in the power of collaboration. Within The Mellos Group, each team member contributes specialized knowledge to develop solutions that reflect a shared commitment to client success.
Beyond his work in finance, Philip has owned and operated a diversified grain and cattle ranch in North Dakota for several decades. He is also a member of the Delta Tau Delta Fraternity.
Securities Agent: ME, NJ, MO, OR, WV, MI, WI, NY, NC, AR, UT, NH, HI, DC, CA, VA, FL, CO, AZ, NV, ID, WA, PA, AL, TX, MT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1347354
CA Insurance License #: 0G91542
NMLS#: 1347354
CA Insurance License #: 0G91542
Contact Eric Peterson
Contact Faye Mellos
Contact Philip Peterson
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2025-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2025-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Rosana Vantuyl
Private Banker | Market Manager
Monique M. Morrison
Vice President, Financial Planning Director
Clint Eddy
Family Office Resource Generalist
About Rosana Vantuyl
Rosana Vantuyl is a Private Banker | Market Manager serving Morgan Stanley Wealth Management offices in California.
Private Banker | Market Managers partner with Financial Advisors/ Private Wealth Advisors (collectively “Advisors”) to deliver specialized cash management and lending solutions, while strategically leading sales activity and deepening client engagement across Wealth Management markets to drive growth aligned with long-term business objectives.
Rosana began her career in financial services in 2010 and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch.
Rosana is a graduate of the University of Oregon, where she received a Bachelor of Science in Psychology. She lives in San Francisco, California with her family. Outside of the office, Rosana enjoys traveling, the outdoors, and spending time with her family.
Private Banker | Market Managers partner with Financial Advisors/ Private Wealth Advisors (collectively “Advisors”) to deliver specialized cash management and lending solutions, while strategically leading sales activity and deepening client engagement across Wealth Management markets to drive growth aligned with long-term business objectives.
Rosana began her career in financial services in 2010 and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch.
Rosana is a graduate of the University of Oregon, where she received a Bachelor of Science in Psychology. She lives in San Francisco, California with her family. Outside of the office, Rosana enjoys traveling, the outdoors, and spending time with her family.
NMLS#: 637533
About Monique M. Morrison
Monique M. Morrison is a vice president and financial planning director serving Morgan Stanley’s Wealth Management offices in San Jose, California. She is responsible for helping financial advisors with their clients’ and prospects’ financial planning needs.
Monique began her career in financial services in 2006 and joined Morgan Stanley in 2023. Prior to her current position, she advised clients at both boutique wealth management firms and larger institutions, including Charles Schwab.
Monique graduated with a BS in Business Administration from the University of California and an MS in Advanced Financial Planning from Golden Gate University. She holds her CERTIFIED FINANCIAL PLANNER™ designation. Monique lives in Palo Alto, CA with her husband Andrew and her son Collin. Outside of work, she enjoys traveling, hiking, and spending time with friends and family.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any account.
Morgan 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.
Morgan 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.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC# 4727516 08/2025
Monique began her career in financial services in 2006 and joined Morgan Stanley in 2023. Prior to her current position, she advised clients at both boutique wealth management firms and larger institutions, including Charles Schwab.
Monique graduated with a BS in Business Administration from the University of California and an MS in Advanced Financial Planning from Golden Gate University. She holds her CERTIFIED FINANCIAL PLANNER™ designation. Monique lives in Palo Alto, CA with her husband Andrew and her son Collin. Outside of work, she enjoys traveling, hiking, and spending time with friends and family.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any account.
Morgan 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.
Morgan 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.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC# 4727516 08/2025
About Clint Eddy
Clint Eddy is an Executive Director with the Family Office Resources (FOR) team at Morgan Stanley. As a Generalist with FOR he helps Financial Advisors and their clients curate and navigate an expansive suite of highly specialized resources to address the complex, multifaceted challenges of managing significant wealth so clients may make complicated decisions confidently.
Prior to joining Morgan Stanley in 2022, Clint was a Wealth Strategist at Merrill Lynch for over 15 years. Clint also practiced tax and business law at the law firm of Fox Rothschild for over six years. He was a member of the firm’s Estate Planning and Tax and Corporate Transactions groups. Clint is a member of Washington State Bar Association (WSBA). He is the co-author of the Washington Partnership and Limited Liability Company Deskbook and was named a “Rising Star” by Washington Law and Politics magazine.
Clint received his Master of Laws in Taxation from the University of Washington School of Law, his Juris Doctor from the University of Oregon School of Law, and his Bachelor of Arts from the University of Washington. He is Series 7 and 66 licensed.
Outside of work Clint is an avid, but admittedly, pretty awful skier. He and his fiancé live in Seattle with their 10 year old Boston Terrier named Annie.
Prior to joining Morgan Stanley in 2022, Clint was a Wealth Strategist at Merrill Lynch for over 15 years. Clint also practiced tax and business law at the law firm of Fox Rothschild for over six years. He was a member of the firm’s Estate Planning and Tax and Corporate Transactions groups. Clint is a member of Washington State Bar Association (WSBA). He is the co-author of the Washington Partnership and Limited Liability Company Deskbook and was named a “Rising Star” by Washington Law and Politics magazine.
Clint received his Master of Laws in Taxation from the University of Washington School of Law, his Juris Doctor from the University of Oregon School of Law, and his Bachelor of Arts from the University of Washington. He is Series 7 and 66 licensed.
Outside of work Clint is an avid, but admittedly, pretty awful skier. He and his fiancé live in Seattle with their 10 year old Boston Terrier named Annie.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan 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.
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.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan 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.
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.
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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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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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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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
Ready to start a conversation? Contact The Mellos Group today.
1Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
4Morgan 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.
5Morgan 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.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
10Morgan 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.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
4Morgan 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.
5Morgan 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.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
10Morgan 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.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
