Kurt E Meyer
Managing Director, Wealth Management, Financial Advisor, Global Sports and Entertainment Director, Family Wealth Director, Senior Portfolio Management Director
Phone:
(480) 345-4712(480) 345-4712
The MPT Wealth Management Group at Morgan Stanley
Direct:
(480) 345-4712(480) 345-4712
Toll-Free:
(800) 227-3645(800) 227-3645
Our Mission Statement
We provide sophisticated wealth management for families, equipping them to simplify their lives and embrace the future.
A Shared Vision, A Common Goal
The MPT Wealth Management Group represents a team of highly committed professionals. Working together, we provide personalized, objective advice that is focused on doing what’s right for you. We are structured to serve the comprehensive and diverse needs of an exclusive group of affluent families.
When you leverage our thought leadership with the global resources of Morgan Stanley, you’re able to align your finances with what’s most important to you.
This ultimately gives you more time to focus on the pursuits and passions that give your life purpose.
When you leverage our thought leadership with the global resources of Morgan Stanley, you’re able to align your finances with what’s most important to you.
This ultimately gives you more time to focus on the pursuits and passions that give your life purpose.
Forbes Best-In-State Wealth Management Teams for 2023, 2024, & 2025, Kurt Meyer - Forbes Best-In-State Wealth Advisors 2024
- Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2023, 2024, 2025). Data compiled by SHOOK Research LLC based on time period from 3/31/23 – 3/31/24
- 2024 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Services Include
- Wealth ManagementFootnote1
- Estate Planning StrategiesFootnote2
- Professional Portfolio ManagementFootnote3
- Alternative InvestmentsFootnote4
- Asset Management
- Business PlanningFootnote5
- Cash ManagementFootnote6
- Executive Financial ServicesFootnote7
- Philanthropic Services
- Trust Services*
- Financial PlanningFootnote8
- Cash Management and Lending ProductsFootnote9
- Wealth PlanningFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The MPT Approach
We are committed to the following beliefs about wealth management that serve as the foundation of our practice. Above all, we pride ourselves on building long-lasting relationships with our clients and their families who share these same principles.
We believe the more complex your situation, the more valuable we are to you, and the more rewarding your overall experience will be.
We believe the more complex your situation, the more valuable we are to you, and the more rewarding your overall experience will be.
Integrity, Trust & Professionalism
We build longstanding relationships, based on a commitment to these core values. We work with a select group of clients who value our depth of knowledge and experience in providing comprehensive solutions that go well beyond investments. The bonds we form with our clients are fundamental to our mission, and it is our intent that they span generations.
Experience Matters
In addition to our 50+ years of combined Advisory experience The MPT Wealth Management Group also includes members who have earned several prestigious industry designations including: a Chartered Financial Analyst certification and Family Wealth Director at Morgan Stanley, which reflects a small group of advisors uniquely qualified to service the sophisticated needs of ultra-high net worth clients.
Service Is Paramount
Successful wealth management begins and ends with personalized service. We recognize every client is different. We understand some clients seek a more “hands on” approach, while others want to understand the basics. We are committed to a client first experience and will deliver a tailored service model that aligns with you and your lifestyle.
Team Approach
The diversity of our backgrounds enables us to deliver fresh ideas for today’s complex world. We utilize extensive analytical resources to research, evaluate and recommend appropriate strategies to address your particular goals. Our priority is to be your first call for any financial matter.
Knowledge Is Power
Financial education is a vital element of our practice and helps ensure continuity as wealth moves from one generation to the next. We believe it is our responsibility to assist you and family members as they face important financial challenges. We provide access to important resources and are here to answer critical questions that may impact the long-term wealth of your extended family.
Global Industry Leadership
We are proud to be part of Morgan Stanley and it’s 85 years of rich heritage. The Firm was founded on the principles of objectivity, transparency, and accountability. Through Morgan Stanley our team has global reach, financial resources, intellectual capital, and technology platforms which allow us to provide a comprehensive wealth management service for our clients.
Family Wealth Planning
At Morgan Stanley, we have a select group of Financial Advisors who earned the Family Wealth Director designation. It is given to those who have extensive experience working with ultra high net worth families, and who have undergone specialized training. Family Wealth Directors have direct access to an extensive range of resources needed to help affluent families manage the complex, multigenerational challenges of significant wealth.
As your life and career evolve, so do your goals. We help you answer critical financial questions and adapt your strategy to meet your changing needs.
As your life and career evolve, so do your goals. We help you answer critical financial questions and adapt your strategy to meet your changing needs.
The Basics of Estate Planning
We look at all aspects of an individual’s estate to understand the potential income tax and estate planning implications. Our goal is to make informed investment decisions looking at your estate plan holistically. Click the link below to learn more about estate planning.
Watch The Video
Estate Planning Strategies
A fully integrated, holistic analysis of your balance sheet, estate plan, and investment strategy through a collaborative process, including your Morgan Stanley Family Wealth Director, Wealth and Estate Planning Strategist and, at your request, your legal and tax advisors.
Learn More
Access to Cash Management & Lending
Comprehensive cash management and lending solutions available to compliment your investment strategy.
Learn More
Philanthropy Management
Provide strategic advisory solutions that can help our clients achieve their philanthropic goals.
Learn More
Family Governance & Wealth Education
Dedicated professionals who can help you address sensitive family issues, facilitate communication, manage conflict and achieve a shared sense of common direction in coordination with clients' outside advisors.
Learn More
Lifestyle Advisory
Provide bespoke solutions and access to knowledgeable, highly personal third-party providers to help meet your exceptional needs from the everyday to the extraordinary.
Learn More
Disclosures:
Lifestyle Advisory Products and Services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Lifestyle Advisory Products and Services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
The term “Family Wealth Planning” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Morgan Stanley Modern Wealth Tools, Market Analysis, & Tax Resources
We believe financial education leads to better insights into our investment strategy and better long-term decisions. As a result, the MPT Wealth Management Group is committed to providing you with important information about managing your wealth more effectively in today’s global markets.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice.
Morgan Stanley Online
Seamlessly and securely manage your investments and everyday finances in one place with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Log in or Sign Up Today
Reserved Living and Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts and timely insights to support them at home and beyond.
Learn More about MS Reserved
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit Our Security Center
The GIC Weekly Research Report
The GIC Weekly is composed of seasoned investment professionals who meet regularly to discuss the global economy and markets. The committee determines the investment outlook that guides our advice to clients.
This Week
On The Markets
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
This Month
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Learn More
2024 Tax Tables
This helpful resource outlines the 2024 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Access the 2024 Federal Tax Tables
Estate and Gift Taxes
Our team is here to help you navigate estate and gift taxes. Click on the link below to learn more about the federal and estate gift tax, exemptions, federal annual gift, and more.
Learn MoreGlobal Sports and Entertainment
Morgan Stanley's Global Sports & Entertainment is a highly specialized wealth management division, dedicated to serving the unique and complex needs of
athletes, entertainers, creators and top professionals in the sports and entertainment industry.
Every sports and entertainment profession has its own unique elements, including earnings profiles and variable career spans that can have a major impact on wealth management. A sports or entertainment professional should have a Financial Advisor who knows the industry and how money flows from your work to your wallet.
As a Sports and Entertainment Director, Kurt was chosen for his experience working with athletes and/or entertainers, so he understands your total financial picture. With he and his team’s credentials, experience and knowledge, they can craft financial strategies that reflect the unique challenges and dynamics that athletes and entertainers face.
athletes, entertainers, creators and top professionals in the sports and entertainment industry.
Every sports and entertainment profession has its own unique elements, including earnings profiles and variable career spans that can have a major impact on wealth management. A sports or entertainment professional should have a Financial Advisor who knows the industry and how money flows from your work to your wallet.
As a Sports and Entertainment Director, Kurt was chosen for his experience working with athletes and/or entertainers, so he understands your total financial picture. With he and his team’s credentials, experience and knowledge, they can craft financial strategies that reflect the unique challenges and dynamics that athletes and entertainers face.
Celebrating a Decade. Empowering a Generation.
The Morgan Stanley Global Sports & Entertainment division is celebrating its 10th Anniversary of being a leader in the industry. Take a look at the video below to learn more about how the MPT Wealth Management Group can help empower you to reach new heights.
Watch the 10th Anniversary Video Here
Protecting Your Star Power: Audiocast
In the high-stakes world of sports and entertainment, the unexpected can strike at any moment. Athletes and entertainers need protection and require insurance solutions that go beyond the basics. That is why Morgan Stanley Global Sports & Entertainment and Insured Solutions have teamed to launch a new audiocast series. Listen to the first episode to learn more.
Listen Here
How We Can Help
- Take care of your family without compromising your own future
- Help you understand the mechanics of your financial well-being
- Extend your brand or expand your footprint
- Stretch peak earnings and plan for your lifetime
- Build, buy, borrow and understand how to navigate the financial world
- Make the difference you want to see in the world
Our Capabilities- Help you understand the mechanics of your financial well-being
- Extend your brand or expand your footprint
- Stretch peak earnings and plan for your lifetime
- Build, buy, borrow and understand how to navigate the financial world
- Make the difference you want to see in the world
Examples of Our Services
- Developing a sustainable budget
- Determining and articulating your financial goals
- Setting financial boundaries that help safeguard your money
- Creating strategies to help preserve, grow and transfer wealth
- Analyzing investment and/or business opportunities
- Determining and articulating your financial goals
- Setting financial boundaries that help safeguard your money
- Creating strategies to help preserve, grow and transfer wealth
- Analyzing investment and/or business opportunities
Financial Solutions for Prospective Pros
The journey to becoming a professional athlete is exciting – and challenging. The Global Sports & Entertaiment Groups can offer financial support at the right moment. Even if an athlete just wants to talk with us to get a second opinion about their options, we’re here to help. It’s all part of our mission to give back to the sports and entertainment community by providing the skills and knowledge to help athletes make smart choices about their finances. We want athletes to not only think about today, but tomorrow, too.
Learn More
The Path From Athlete to Entrepreneur
Entrepreneurs and athletes have a lot in common: Both have competitive drives and get-it-done mindsets. They don’t shy away from calculated risks and consider failure as a learning opportunity. Many athletes think about what they’ll do after sports, some choosing to become entrepreneurs. Learn how a our team can help plan for success.
Learn More
Investing in Life After the Game
Careers in sports and entertainment follow unique financial trajectories that may benefit from a tailored investing approach. A planned approach with the right asset allocation framework can help athletes and entertainers preserve and, in some cases, enhance their career earnings.
Coogan Accounts: Protecting Your Child Star’s Earnings
When child entertainers and athletes achieve financial success, unique considerations come into play, from financial demands to fiduciary requirements and labor laws. For parents of a rising star, it’s essential to carefully manage their child’s finances. The entertainment industries are notoriously fickle, and you want to make sure your child’s early success leads to a financially secure adulthood.
Learn More >Location
14850 N Scottsdale Rd
Suite 600
Scottsdale, AZ 85254
US
Direct:
(480) 345-4712(480) 345-4712
Toll-Free:
(800) 227-3645(800) 227-3645
Meet The MPT Wealth Management Group
Ryan R Turner, CFA
Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Senior Investment Management Consultant, Financial Planning Specialist
Phone:
(480) 345-4742(480) 345-4742
Financial Advisor, Portfolio Manager, Certified Exit Planning Advisor™ (CEPA), Financial Planning Specialist, Workplace Advisor - Equity Compensation
Phone:
(480) 345-4738(480) 345-4738
Lisa Gomez
Portfolio Associate, Financial Planning Specialist
Phone:
(480) 345-4730(480) 345-4730
Alexis Zachary, CFP®
Senior Registered Client Service Associate
Phone:
(480) 922-7855(480) 922-7855
About Kurt E Meyer
Kurt Evan Meyer, CIMA
Sports & Entertainment Director
Family Wealth Director
Senior Portfolio Manager
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 2000-2022.
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 an elite 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.
Sports & Entertainment Director
Family Wealth Director
Senior Portfolio Manager
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 2000-2022.
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 an elite 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.
Securities Agent: WI, AR, AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1275719
CA Insurance License #: 0B66921
NMLS#: 1275719
CA Insurance License #: 0B66921
About Ryan R Turner
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.
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.
Securities Agent: GA, DC, OR, OK, IA, CT, TX, NJ, NC, IN, HI, WI, OH, WA, MN, MA, FL, CO, UT, RI, TN, NM, CA, AZ, AL, PA, NV, MT, MO, AR, SC, NY, MI, KS, IL, MD, VT, VA, ID; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279048
CA Insurance License #: 0D13489
NMLS#: 1279048
CA Insurance License #: 0D13489
About Trae Farrell
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.
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.
Securities Agent: GA, OH, AR, MA, DC, VT, SC, PA, WI, NM, NJ, NC, UT, MD, WA, RI, AZ, AL, OK, HI, CA, VA, CT, TX, TN, OR, NY, NV, MN, KS, ID, FL, CO, MT, MO, MI, IL, IA, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 2235690
CA Insurance License #: 4314679
NMLS#: 2235690
CA Insurance License #: 4314679
About Lisa Gomez
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 via Morgan Stanley Access®.
Her personal, friendly client service has garnered Ms. Gomez continued praise from their clientele. She resides in Gilbert with her husband Ernie and their two daughters.
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 via Morgan Stanley Access®.
Her personal, friendly client service has garnered Ms. Gomez continued praise from their clientele. She resides in Gilbert with her husband Ernie and their two daughters.
About Alexis Zachary
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
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
Contact Kurt E Meyer
Contact Ryan R Turner
Contact Trae Farrell
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
Article Image
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
Article Image
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Ready to start a conversation? Contact The MPT Wealth Management Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Alternative 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.
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
7Morgan 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.
8Morgan 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.
9Morgan 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
10Morgan 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.
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.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Alternative 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.
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
7Morgan 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.
8Morgan 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.
9Morgan 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
10Morgan 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.
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.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
