Our Story

The MPT Wealth Management Group at Morgan Stanley is structured to serve the comprehensive and diverse financial needs of an exclusive group of affluent families.

Our clients wish to live life to the fullest, accomplish their goals, and create a legacy for future generations. They are passionate people who assess the present and embrace the future as they seek opportunities to make a difference for themselves, their families, their communities, and the causes they care about.

We work with families like these to help ensure that every financial decision they make aligns strategically with their established goals, allowing them to minimize the time and effort they spend on managing their wealth.  As a team, we provide thoughtful tailored advice, implementation, and ongoing monitoring of our clients’ comprehensive wealth plan.

When families work with the MPT Wealth Management Group at Morgan Stanley, we develop a customized road map designed to help them achieve the financial future they envision.  With a plan in place they can feel free to enjoy their lives, confident that their wealth is being managed by highly credentialed professionals with the knowledge and skills required to handle any financial issue. Our primary objective is to place our client’s interest first, thereby growing our relationship over the long term based on mutual trust, shared values and open communication. 

We believe that our clients deserve a financial relationship with a team that shares their vision, works diligently to uncover myriad of possible strategies that help them address their aspirations and enjoy the fruits of their labor.

Services

Holistic, Goal-Based Wealth Management
Comprehensive Financial Planning
Estate Planning Strategies
Cash Management and Lending Solutions
Custom Portfolio Management
Philanthropic Services
Wealth Preservation and Protection Strategies
Services Include
  • Wealth Management1
  • Estate Planning Strategies2
  • Professional Portfolio Management3
  • Alternative Investments4
  • Asset Management5
  • Business Planning6
  • Cash Management7
  • Executive Financial Services8
  • Philanthropic Services
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

6 things we believe about managing wealth

1. Every decision is connected. Establishing and adhering to an overall strategy is crucial.
2. It’s all about the future. Whether it’s three years or three decades or three generations, our financial plans are geared toward specific future objectives.
3. Our reputation is our most important asset. We adhere to the strictest standards for ethics, transparency and honesty. We work hard to earn and keep your trust.
4. Research, macroeconomic knowledge and continuing education add value. In a world driven by information, analytics and data, we invest the time to stay current with the latest thinking.
5. Investment portfolios should be customized. You’re a unique individual with specific goals. Your portfolio should reflect your uniqueness.
6. Service counts. Our goal is for every client relationship to last a lifetime (or more). That’s why we provide diligent, personal service to every client.

    Family Wealth Director

    • Your family, your advisors, your goals: The Family Wealth Director

      The Family Wealth Director (FWD) designation is earned by fewer than 3% of all Morgan Stanley advisors, and indicates our ability to provide a level of service and experience enjoyed only by our most exclusive clients. As an FWD, we can offer services including (but not limited to) the following:


      Estate planning strategies
      Portfolio Management
      Lending and borrowing
      Cash management
      Business strategies
      Wealth transfer
      Philanthropic planning
      Education planning
      Heath care planning for parents, grandparents and children
      Risk management (including life, disability and personal liability insurance)

    Our Process

    A comprehensive approach to Wealth and Financial Planning

    At the MPT Group at Morgan Stanley, we work with a diverse group of clients who are embracing the future. They include wealthy families, entrepreneurs, business owners, CEOs, physicians and other professionals who are too busy to devote their time to wealth management.

    To respect their time, we have developed a process that helps us define goals, and create strategies and tactics to achieve them. We follow these Action Items:
    • Step 1: Insights
      Establish and articulate client objectives
      Review and analyze the present estate structure and assets
      Create a comprehensive wealth plan (including structure, risk tolerance, liquidity needs, performance goals, time horizon)
      Coordinate with accountant and attorney
      Review Family Wealth Director services
    • Step 2: Recommendations
      Strategize solutions
      Present “what if” scenarios
      Determine investment allocation ranges
      Identify and analyze asset managers
      Create a plan of action
    • Step 3: Actions
      Create a timeline
      Supervise administrative set-up
      Implement approved plan
      Review liability strategies
      Recommend cash management and lending solutions as appropriate
    • Step 4: Analysis
      Assess performance against objectives
      Re-allocate assets as needed
      Discuss evolving objectives
      Propose adjustments in strategy and tactics

    Athletes and Entertainers

    Morgan Stanley Global Sports & Entertainment: serving the unique needs of athletes and entertainers.

    Kurt is a Sports and Entertainment Director, and part of a division of Morgan Stanley Wealth Management dedicated to serving the unique and sophisticated needs of athletes and entertainers.

    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.
    • What we do
      We can help you:

      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
    • 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
    • Working to earn your trust
      Advanced training and uncommon experience
      A group dedicated to your needs
      Comprehensive wealth management
      A customized plan for every client
      Backed by one of the worlds largest and most respected financial services firms

    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

    About Me

    Kurt Evan Meyer, CIMA
    Sports & Entertainment Director
    Family Wealth Director
    Senior Portfolio Manager
    Financial Planning Specialist
    Financial Advisor

     Kurt Meyer has provided comprehensive wealth and investment management services to a select group of clients for over 30 years.   Kurt and his team bring a refreshing combination of energy and enthusiasm, along with the experience and knowledge of an industry veteran. His holistic, personally customized approach, to wealth and investment management allows clients and their families to simplify life and find time to embrace the future.

     In addition to his credentials as a hands-on portfolio manager, Kurt has extensive experience in areas like estate planning, family office services, and philanthropy. He brings a valuable understanding to the areas of alternate investments, restricted securities, options, and banking and lending services.

     Kurt’s credentials include Family Wealth Director, a designation earned by fewer than 3% of all Morgan Stanley advisors.* He was named a Senior Portfolio Manager in 1996, enabling him to discretionarily manage individual client portfolios. Kurt received the prestigious Certified Investment Management Analyst (CIMA) credential from the Wharton School of Business at the University of Pennsylvania. Recently, Kurt received the Sports and Entertainment Director designation, a title held by less than 100 Financial Advisors at Morgan Stanley, recognizing his knowledge, skills and experience in working with athletes and/or entertainers.** Kurt begin  his undergraduate work in economics at UCLA and completed his B.S. in Finance at Arizona State University.

     Outside the office, Kurt enjoys traveling with his wife and family, watching a good movie or weekend game of basketball.  Kurt also served as a Phoenix Suns Charities board member and remains active with many other charitable organizations locally.


    *As of July 2017, **As of February 2007
    Securities Agent: OK, AZ, WI, WA, VT, VA, UT, TX, TN, SC, RI, PA, OR, OH, NY, NV, NM, NJ, NC, MT, MS, MO, MN, MI, MA, KS, IN, IL, HI, GA, FL, CT, CO, CA, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1275719
    CA Insurance License #: 0B66921

    About Me

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

    Ryan Turner works with successful entrepreneurs, executives, and other High Net Worth clients of the MPT Wealth Management Group at Morgan Stanley guiding them through comprehensive planning and investment decisions.  Ryan serves as the lead analyst for the team, having a comprehensive understanding of balance sheet analysis and sophisticated wealth management strategies.

    Ryan holds the prestigious Chartered Financial Analyst (CFA) designation, which represents his successful completion over several years of a rigorous 3 exam, graduate-level study program in finance and investment analysis

    Mr. Turner has worked for Morgan Stanley and its predecessor firms since 1996 when he interned while in college for a couple of summers before joining full-time in 1999.  Ryan graduated with honors from the University of Notre Dame, where he captained the division 1 Men’s Soccer team, and earned Academic All-American honors.

    He currently resides in Scottsdale, where he lives with his wife Erin and their two children.  As a former professional soccer player, 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 of the local charities and are members of the Phoenix Children’s Hospital Leadership Circle.
    Securities Agent: TX, OK, AZ, WI, VT, VA, UT, TN, SC, RI, PA, OR, OH, NY, NV, NM, NJ, NC, MT, MO, MN, MI, MA, KS, IN, IL, IA, HI, GA, FL, CT, CO, CA, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1279048
    CA Insurance License #: 0D13489

    About Me

    Pamela Pickens
    Senior Vice President
    Financial Planning Specialist
    Financial Advisor

    Ms. Pickens is a Senior Vice President at Morgan Stanley. It was at Morgan Stanley in Tulsa, Oklahoma where she began her career as a Financial Advisor in 2000. Pamela joined The MPT Wealth Management Group at Morgan Stanley in 2003 in Tempe, Arizona and moved to Newport Beach, California in 2009 where she presently resides and works out of the Newport Beach Morgan Stanley location. Ms. Pickens' responsibilities are to help devise and coordinate appropriate wealth strategies for high net worth investors. She aids her team in implementing integrated plans in such areas as philanthropic consultation, estate and financial planning  strategies, and lending solutions.
     
    Most of Ms. Pickens clients are determined women who have decided to take control of their financial affairs. Many have received substantial divorce settlements, an inheritance or have simply made the choice to take responsibility for managing their money on their own. Ms. Pickens helps them develop their Lifestyle Wealth Plan customized to their unique style of living and implement a Financial Security Strategy that provides clarity and confidence.

    She devotes much of her spare time working towards mastering her game of golf where she and her husband are members at Santa Ana Country Club.
     


    Ms. Pickens is a Senior Vice President of Wealth Management at Morgan Stanley. She attended Oklahoma State University and continued her education at The Securities Industry Institute at The Wharton School at the University of Pennsylvania.

    Pamela Pickens holds the following registrations:
    Securities Agent: AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

    NMLS#: 1279297

    CA Insurance Lic. 0H08449
    Securities Agent: OK, CA, AZ, WI, VA, UT, TX, TN, SC, RI, PA, OR, OH, NY, NV, NJ, NC, MT, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, CT, CO, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1279297
    CA Insurance License #: 0H08449

    About Me

    Trisha Larson is a Financial Advisor with the MPT Wealth Management Group at Morgan Stanley. She holds a Series 7 license and Series 66 license, along with her life, health and accident insurance licenses.  The Firm has enabled Trisha to use her client focused, comprehensive planning approach to help families and individuals achieve their financial goals and needs. 

    Growing up in a small Midwest town helped Trisha develop her guiding  values of hard work and integrity that are now the pillars of her client centered business.  Prior to joining Morgan Stanley Wealth Management, she was employed with multiple Fortune 500 companies and graduated from DePaul University with a degree in marketing; where she also focused on accounting, economics and finance. Additionally, while at DePaul she played soccer for the Blue Demons.

    In her free time, Trisha supports a number of organizations throughout the Valley and quenches her competitive spirit by running marathons, hiking through Arizona and downhill skiing.
    Securities Agent: AZ, WI, VA, UT, TX, TN, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MT, MO, MN, MI, MA, LA, KS, IN, IL, ID, HI, GA, FL, CO, CA, AL, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1470299

    About Me

    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.
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    • Annuities
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    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
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    Family

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    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
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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
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
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    • Foundations
    • Donor Advised Funds
    • Impact Investing
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    Wealth Management for Athletes and Entertainers

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    • Wealth Transfer & Philanthropy
    • Private Banking Solutions
    • Family Governance & Wealth Education
    • Lifestyle Advisory
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    Market Information Delayed 20 Minutes
    1Morgan 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.

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    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 suitable 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.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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