Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come. We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.

2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period 3/31/22-3/31/23.

2018-2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2018-24). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2024 Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based for the period 3/31/22-3/31/23.
Capabilities
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management
  • Philanthropy Management
  • Family Governance & Wealth Education
  • 10b5-(1) Programs
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $980 billion in AUM1
  • Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024

Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Global Franchise

Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
  • Morgan Stanley Wealth Management
  • Institutional Securities Group
  • Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
  • $5.1 trillion in AUM1
  • Total Deposits $351 billion1
  • Morgan Stanley reported full year net revenues of $54.1 Billion in 20232
  • Morgan Stanley's Global employees approximately 80,0001
  • The Tier 1 risk-based Capital Ratio under U.S. Basel III was approximately 15%1
  • $314 billion in liquidity reserve1
1As of December 31, 2023, Morgan Stanley Quarterly Financial Supplement
2MorganStanley.com/InvestorRelations
CRC 6295606 3/24

Valueable Resources and Tools

We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. As a result, we at Morgan Stanley are commited 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 my practice. We've provided links to these materials, where available, and hope you'll reutrn often to learn more about the topics that impact your overall wealth.

    Family Office Resources

    Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.

    Learn more about Family Office Resources
    MS Reserved

    Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.

    Learn More About MS Reserved
    eDelivery

    Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.

    Enroll Today
    Digital Vault

    Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.

    Get Started Today
    Morgan Stanley Online

    Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.

    Register for Morgan Stanley Online Today
    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
    2024 Tax Tables

    2024 tax information for your easy viewing.

    Tax Tables
    2024 Retirement Plans Quick Reference Guide

    A placemat that quickly breaks down information on popular retirement plans for 2024.

    Retirement Plans

Location

301 Congress Avenue
Suite 1400
Austin, TX 78701
US
Direct:
(833) 384-5867(833) 384-5867

Meet The Murphy Voss Team

Photo of Jennifer Murphy

Jennifer Murphy

Executive Director, Private Wealth Advisor
Phone:
(512) 370-0483(512) 370-0483
Photo of Peter O'Malley

Peter O'Malley

PWM Analyst
Photo of Jackie Ontiveros

Jackie Ontiveros

Client Service Associate

About Jennifer Murphy

Jennifer Murphy is an Executive Director with over 20 years of experience at Morgan Stanley. She previously held client advisory roles in Global Capital Markets and Investment Banking divisions focused on the founders and senior executives of our banking clients. She is also an alternative investment specialist for family offices, foundations and high net worth individuals. Jennifer grew up in New York, received a BS in Finance from the University of Scranton and attended University of Copenhagen’s International Business School in Denmark. Jennifer is a Fulbright Scholar in Finance and resides in Austin, TX with her husband Felix and their two children.

Email me: jennifer.murphy@morganstanleypwm.com
Phone: (512) 370-0483
Securities Agent: FL, NC, TX, PA, NV, NJ, IL, GA, DE, OH, MT, TN, NE, VA, OR, MA, DC, CO, AZ, WI, SC, NY, KS, IN, AR, MI, CT, CA, WA, MN, MD, ID, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 1826752

About Matthew Voss

As an Executive Director, Private Wealth Advisor and Alternative Investments Director at Morgan Stanley, Matt Voss has over 25 years of investment experience. Matt grew up in the Chicago area and received a BS from the University of Illinois. He previously worked in the technology industry, joining Morgan Stanley after obtaining an MBA in Finance from the Kellogg School of Management at Northwestern University. Matt was recognized as a top advisor in Chicago by Chicago Magazine in 2008, as one of the Top Advisors in the country by Barron's in 2011, and as a Best-in-State Wealth Advisor by Forbes Magazine in 2018, 2019, 2020, 2021, 2022, 2023, and 2024 for Texas. He resides in Austin, TX with his wife April and their two daughters.

Email me: matthew.voss@morganstanleypwm.com
Phone: (512) 469-3430

2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Barron's Top 100 Financial Advisors
Source: Barron's.com (Awarded Apr 2011) Data compiled by Barron's based on time period from Dec 2009 - Dec 2010.
Learn more about my specialty in Equity Compensation
Securities Agent: PR, ID, MO, NV, OR, WI, TX, MA, WY, WA, VA, UT, TN, SC, PA, OK, OH, NY, NM, NJ, NH, NE, ND, NC, MT, MN, MI, MD, KS, IN, IL, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1278839
Wealth Management
Global Investment Office

Portfolio Insights

Read More about On the Markets
Read "On the Markets"

Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
  • Intergenerational Planning
  • Philanthropic Giving
  • Non-Traditional Assets
  • Managing Family Wealth
Learn More about Private Wealth Management Podcast
LISTEN | Passion Assets: Investing in Art
Article Image

LISTEN | Passion Assets: Investing in Art

When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Learn More about Managing Significant Wealth
Funding Climate Action: Pathways for Philanthropy
Article Image

Funding Climate Action: Pathways for Philanthropy

Share a new report in collaboration with the Aspen Institute. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Learn More about Insights and Outcomes
Larry Fitzgerald Jr.'s Playbook on Leadership and Values
Article Image

Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.

Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Asset Allocation does not assure a profit or protect against loss in declining financial markets.

The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

Lifestyle Advisory Services: 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.

Private Bankers are employees of Morgan Stanley Private Bank, National Association.

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

Awards Disclosures
CRC 4237142 (02/2025)