The MPT Wealth Management Group at Morgan Stanley

Kurt Evan Meyer
Global Sports & Entertainment Director
Family Wealth Director
Senior Portfolio Management Director
Financial Planning Specialist
Financial Advisor

Kurt E. Meyer is a Family Wealth Director, Global Sports and Entertainment Director, and founding partner of The MPT Wealth Management Group. For more than 35 years, he has enjoyed serving the needs of individuals and families with significant wealth, helping to empower them to achieve new levels of success through a disciplined wealth management approach and a commitment to outstanding service.

Raised in Scottsdale, Arizona, Kurt always had an interest in the financial markets. At the age of 13, he purchased his first shares of stock with his paper-route savings. He found it fascinating to learn about companies and what they did. Instead of becoming the president of one company, he realized he could own a part of many great companies. This experience inspired Kurt to pursue a career in wealth management. After earning his B.A. in finance from Arizona State, Kurt joined Merrill Lynch in 1986. Two years later, he moved to Morgan Stanley and has been an integral member of the firm ever since, being named to the firm's President's Club every year from 2000-2025.

Kurt has built his career educating and advising clients on how to better understand and manage their total financial picture. He holds several professional designations at Morgan Stanley, including Family Wealth Director, Global Sports and Entertainment Director, Senior Portfolio Management Director and Alternative Investment Director. He is among a select group of Advisors qualified to serve the specialized needs of ultra-high new worth families and those working in the sports and entertainment industries. These credentials provide Kurt and his colleagues an extensive range of resources designed specifically to help these families and professionals manage the unique challenges of significant wealth.

Kurt enjoys working with like-minded clients who value and appreciate the level of skill and service he and his team deliver. He guides them in simplifying their finances and developing a tailored plan to meet their life goals while helping them navigate the challenges of today's complex markets. Kurt receives great satisfaction knowing he is making a significant impact on the quality of his client's lives and appreciates the close personal relationship with the families he represents.

Believing balance is vital to a happy life, Kurt enjoys running marathons, travelling, playing basketball, reading classics, playing the guitar, listening to music and watching movies. He and his wife, Mary, have a beautiful home in Scottsdale and love spending time with their six grown children.


Morgan Stanley Wealth Management President's Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Club membership is no guarantee of future performance.

Ryan Turner, CFA
Senior Portfolio Management Director
Senior Investment Management Consultant
Senior Vice President
Financial Planning Specialist
Financial Advisor

A Chartered Financial Analyst^®, experienced Senior Investment Management Consultant and founding partner of The MPT Wealth Management Group, Ryan Turner has dedicated his career to serving the specialized needs of successful professionals, business owners and families living throughout the country. He leads the team's portfolio management activities, which include researching and analyzing the investments for each client's portfolio. Ryan also has significant experience in corporate services, estate planning strategies and comprehensive wealth planning for the team's business owners and high net worth families.

Originally from Cincinnati, Ryan spent most of his childhood in Arizona playing soccer and cultivating his interests in finance and the markets. He brought both these passions together while attending the University of Notre Dame, earning his degree in finance, captaining the university's Division 1 Men's Soccer Team, and receiving Academic All-American honors. During his time at Notre Dame, Ryan also had the opportunity to intern with Kurt and Lisa for several summers. Shortly after graduation, he joined the team full time and has been an invaluable member of the team ever since.

Committed to professional development, Ryan holds a number of advanced industry credentials and firm certifications. The includes his Charted Financial Analyst^® (CFA^®) certification from the CFA Institute and his Financial Planning Specialist and Senior Investment Management Consultant designations from Morgan Stanley. These designations demonstrate Ryan's commitment to a world-class client experience. He draws upon his deep knowledge to provide clients with tailored advice based on the most effective wealth management strategies for today's complex markets.

With Ryan's extensive experience, he has developed a strong understanding of economics and is well versed in the equity, fixed income and alternative investment markets. He believes the most important aspect of investing is understanding each client's goals and their tolerance for risk. Once this is understood, Ryan identifies investments commensurate with the client's personal risk profile and goals.

He currently resides in Scottsdale, where he lives with his wife, Erin, and their two children. Continuing his love of soccer, Ryan is committed to helping shape the financial future for young athletes and their families as a coach on and off the field. He and his family enjoy supporting many local charities and are members of the Phoenix Children's Hospital Leadership Circle.

Trae is an experienced Financial Advisor and Certified Exit Planning Advisor at The MPT Wealth Management Group at Morgan Stanley. He is deeply passionate about helping families navigate the intricate financial landscape they face with a highly personalized approach, delivering sophisticated investment strategies and objective advice to optimize their financial success.

Throughout his career, Trae has focused on assisting owners and entrepreneurs to solve complex issues and implement a framework for estate and legacy planning ahead of liquidity or succession events. His experience lies in developing comprehensive financial plans, providing a sense of security and confidence for both present and future endeavors.

Originally from Chester County, Pennsylvania, Trae attended Fordham University before beginning his career in finance in New York City. Joining The MPT Group and Morgan Stanley in 2021 brought him to Phoenix, along with his wife, Madison, and their two children.

Trae relishes traveling to new places near and far, connecting with his community and quality time with family and friends. As a business owner himself, Trae understands the unique challenges faced by entrepreneurs and is dedicated to helping them achieve their financial goals with utmost care.

Cody is an Investment Consultant and Relationship Manager with the MPT Wealth Management Group at Morgan Stanley, based in Scottsdale, Arizona. His focus is deepening client relationships by providing sound advice, developing customized wealth management plans and guiding individuals and families along their financial journeys. He joined Morgan Stanley in 2022, after beginning his career with Vanguard Financial, most recently serving as an Advisor with the Firm’s Emerging Wealth Solutions Team.

Born and raised in Illinois, Cody earned a Bachelor’s Degree from the University of Illinois Urbana- Champaign, with honors. In his free time, Cody enjoys anything outdoors including hiking with his dog Drago, as well as playing various sports including basketball, softball, pickleball, and golf.

Ms. Gomez is the lead administrative associate for the MPT Wealth Management Group at Morgan Stanley.  Lisa began her career as a Client Assistant in 1984 through predecessor firms. She attained Senior Sales Assistant status in 1994, then after completing her securities licensing, she gained the title of Registered Associate in 2000, and ultimately Senior Registered Associate in 2010.

 

Ms. Gomez is responsible for all client administrative and account service.  Having earned the Financial Planning Associate designation Lisa assists clients with their everyday finance needs, cash management, and budgeting through the Active Asset Account^® services.  She coordinates client credit and lending services, facilitates with client tax reporting documents, as well as helps with digital online and mobile tools and services.

 

She takes great pride in providing personal and friendly client service. Ms. Gomez continued praise from their clientele.  She resides in Gilbert with her husband Ernie and their two daughters.



The Active Assets Account is a brokerage account offered through Morgan Stanley Smith Barney LLC.

Alexis is the Registered Client Service Associate for the MPT Wealth Management Group at Morgan Stanley. Alexis began her career as a High Net Worth Sales Consultant at Vanguard Financial where she provided advice and service regarding client portfolios for high net worth individuals. Alexis joined Morgan Stanley in 2022.

Alexis graduated with a B.S in Finance & Economics from Grand Canyon University. She resides in Gilbert, AZ. In her free time, Alexis enjoys anything active including hiking, pickleball, soccer, and tennis. She also enjoys traveling and spending time with friends/family

Greg is responsible for helping the team with custom reporting, investment due diligence, and portfolio analysis and implementation.

Born and raised in Nevada, Greg attended the University of Arizona's Eller College of Management, graduating with a degree in Business Management with an emphasis in Sports Management and Finance. He began his career with Morgan Stanley in 2022.

Outside of the office, Greg enjoys spending time with family and friends, exercising, reading, and traveling.