SteelCrest Wealth Management Group at Morgan Stanley

While serving as a punter for the University of Alabama, one of my key focus areas was hang time. Today, as a Family Wealth Director at Morgan Stanley, the idea isn’t that much different: Create as big an opportunity as possible for my teammates (clients) to win, regardless of the challenges we face.

I am a Certified Financial Planner™ with more than 20 years’ experience in investment management, retirement and income planning, as well as helping clients create multi-generational legacies. My Family Wealth Director designation means I have the ability and resources to manage complicated financial situations and provide highly confident outcomes with clarity and wisdom.

This year I’m also using those skills as President of the 1st & Ten Club of Alabama, a forty-year-old organization that helps student-athletes prepare for and transition to post-athletic careers. My wife Beth Ann and I are the proud parents of two daughters who both love to dance.

Forbes Magazine has recognized me as one of America’s Best-in-State Wealth Advisors, and Morgan Stanley has appointed me as one of their Portfolio Management Directors. Mindful of your risk tolerances, I help you by personally managing your assets with the aim of growing and generating income.

Recently the University of Tennessee awarded me with their Accomplished Alumni designation. Both inside and outside the office I have a history of encouraging and mentoring women who are seeking non-traditional roles. My mom gets credit for that.

I am married to Treva Medbery, a retired university professor, and together we are parents of four adult children and an increasing number of grandchildren.

I am grateful to be part of a group that is excited about coming to work every day.

NMLS#: 1297986

The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.

Forbes Best-In- State Wealth Advisors
Forbes.com (March 2024, February 2019, and February 2018). Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of year prior to the issuance of the award.

At the age of 16, I was ranked the number one tennis player in Lithuania and had already represented my home country in the 2007 Summer Youth Olympics. Later at the University of Montevallo, I received the NCAA Division II Athletic Director’s Academic Achievement Award while helping our tennis team reach the Peach Belt Conference Championship the first time in school history.

After growing up in a family that struggled financially, I developed a passion for helping others achieve financial well-being while enjoying the things they treasure most. Along with earning the CFP designation, I now have an MBA and help clients with retirement and estate planning, employee benefits, and investments.

I currently am president of Alabama Women in Business and serve on the junior board of GirlSpring. I also am multilingual, fluent in English, Russian, and Lithuanian. My husband Steven and I live in Vestavia Hills with our adopted dog Cooper.

As the former Director of Research for the Harbert Value Fund and previously Portfolio Manager for the Retirement Systems of Alabama, I bring a disciplined approach to investment management. My 25 years of experience enable me to successfully develop and implement strategic plans for the unique circumstances and goals of our clients.

I currently chair the Samford University Brock School of Business’ Economics, Finance, and Quantitative Analysis Advisory Board and also am former president of the Chartered Financial Analyst (CFA) Society of Alabama.

My wife Katherine and I are members of Vestavia Hills Methodist Church and parents of a daughter starting her first year at Sewanee and a son beginning his freshman year at Vestavia Hills High School.

My forced foray into personal finance started with biannual allowance and a checkbook on my 16th birthday. I quickly learned the importance of balancing needs and wants.

As a Certified Financial Planner and former private banker, I work to empower clients to enjoy the fullness of their wealth and live generously. Through a collaborative planning process and strategic portfolio management I help guide clients to both articulate and achieve their financial goals.

I have seen the tangible impact of good stewardship through my work as a Trustee for the Episcopal Diocese of Alabama and as co-chair of the Family Giving Circle at the Jones Valley Teaching Farm. I am continually inspired by the transformative power of intentional philanthropy for both the nonprofit and donors.

I understand deeply the challenges of being both a high-performing professional and a high-performing mom. I am challenged daily with how to best parent a 9-year-old with a list of Colossal Questions and a 6-year-old in constant motion. I’ve found the team approach -both at home with my husband, Tom and with Steelcrest Wealth Management at Morgan Stanley critical to sanity and success.

Select awards and accomplishments that make me smile:

• Rhodes College -Phi Beta Kappa, BA with Honors in Economics
• Inspirational Leader Award, Morgan Stanley
• Charles A. Collat Distinguished Leadership Award
• Jones Valley Teaching Farm Board Member
• Bookplates Book club member for over 18 years
• Proud caretaker of a 10-year-old wild yeast sourdough starter

As a Portfolio Associate, I really enjoy helping our clients. After graduating from Jacksonville State University with a Bachelor of Arts in Communications, I first worked as a personal banker for a local bank. I’ve been in the investment industry for more than ten years and now have a combination of securities and supervisory licenses.

I live in Trussville with my husband and two sons. I’m super proud of our sons. The oldest is a high school wrestler and loves to work out (got that from his mom). Our youngest is into sports, but has a strong love for football and wrestling.

The discipline of having to save my allowance for things I wanted growing up enabled me to move to New York City after graduating from Auburn with a Bachelor of Science in Business Administration. It took a couple of months to land a job with Morgan Stanley in midtown Manhattan, so my savings were really important!

I learned a lot in New York City, and the experience and food were wonderful, but I decided to come back home to Birmingham in the Spring of 2020. My current role allows me to be a go-to resource for our team’s clients, especially during times of major life changes. I genuinely enjoy developing the relationships that follow.

When not at work or traveling, I live in Highland Park with my dog Murphy.

Being a Client Service Associate has been my only job since college. While the details have changed, I continue to enjoy helping clients seeking to achieve their financial success. Over the years, several have become true friends.

I enjoy music of all kinds and have attended more Harry Connick Jr concerts than I can count! Please let me know if you have a great cake or pie recipe, because I also love to bake.

My home is in Trussville, and I have a Bachelors in Communications Management from UAB.

I began working for Morgan Stanley in 2021 and joined SteelCrest Wealth Management Group in the Summer of 2022. Before I joined Morgan Stanley, I studied at Troy University, where I earned my Bachelor of Science in Business Administration. My tenure so far as a Registered Client Service Associate with Morgan Stanley has been an incredible experience. I have especially appreciated the challenging nature of the Wealth Management business and the vast resources our Firm offers to overcome them. My primary focus for the team is handling day-to-day operations while providing the highest standard of service for our clients.

When away from the office, I enjoy playing golf, reading a good book, or catching a show with friends. Some of my favorite authors include David Darst, Harlan Coben, and Douglas Adams, I highly recommend them.