The NewBridge Group of St. Louis at Morgan Stanley

Tim is a holistic Financial Advisor who is dedicated to helping his clients clearly understand their financial picture — including assets, liabilities, insurance, access to lending solutions — and creating a custom, comprehensive strategy to help them achieve their unique investment goals. Tim focuses on portfolio management, wealth preservation strategies, estate planning strategies, access to cash management and lending solutions, financial goal planning and insurance solutions.

Tim began his career at Arthur Andersen in 1991 as a CPA* in the Audit and Tax departments serving clients in the Financial Services industry.

In 1997, he joined Edward Jones as a Financial Advisor in Kirkwood, Missouri; he transitioned his wealth management business to Morgan Stanley in 2012.

Tim earned an MBA with high honors from Webster University in St. Louis and a Bachelor of Science in Business from the University of Missouri Magna cum laude.

Tim is currently serving on a Host Committee for the American Cancer Society and has served on many local and regional boards and committees including St. Louis Children’s Hospital Foundation, Nazareth Living Center Foundation Board, and Business Network International-Metro South where he served in several leadership roles in his Metro South chapter including two terms as Chapter President.

Tim and his wife, Tracy, reside in Town and Country, MO with their four children, Olivia, Jack, Julia, and Reagan
*non-practicing CPA at Morgan Stanley

2024-2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.

Janice is a holistic Financial Advisor who is dedicated to helping her clients clearly understand their financial picture – including assets, liabilities, insurance, access to lending solutions – and creating a custom, comprehensive strategy to help them achieve their unique goals. Janice focuses on portfolio management, wealth preservation strategies, estate planning strategies, access to cash management and lending solutions, financial goal planning and insurance solutions.

Janice has a passion for helping individuals and families develop a financial plan that addresses their specific needs – and dreams. She is committed to delivering exceptional service to her clients.

Janice has over 40 years of experience in the financial industry and has been with the same firm since 1980. Janice holds a Bachelor of Science – Business, Accounting from the University of Missouri – cum laude. She also passed the CPA exam in 1989. * Janice successfully completed the CERTIFIED FINANCIAL PLANNER (CFP^®) designation in 2009.

*non-practicing CPA at Morgan Stanley
Janice and her husband John reside in St Louis. They have three adult children and one grandson. In her leisure time, Janice enjoys spending time with her family and friends, hiking, cycling, and reading.

Named to the 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.

Named to the 2022 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21

Named to the 2024-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded January 2024 and January 2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year prior to issuance of the award.

Mike is a holistic Financial Advisor who is dedicated to helping his clients clearly understand their financial picture — including assets, liabilities, insurance, access to lending solutions — and creating a custom, comprehensive strategy to help them achieve their unique investment goals.  Mike focuses on portfolio management, wealth preservation strategies, estate planning strategies, access to cash management and lending solutions, financial goal planning and insurance solutions. Highly analytical and detail-oriented by nature, he is intimately familiar with the broad range of products and services available at Morgan Stanley and is highly proficient at — and greatly enjoys — educating his clients about their investments. Investing has always been Mike’s passion. At an early age, he was already studying the stock market and creating mock portfolios.

Mike has dedicated his professional career to helping his clients define, plan for, and achieve the life they’ve always desired. 

 

Prior to joining Morgan Stanley in 2011, Mike began his wealth management career at Edward Jones, enjoying a seven-year career there that culminated in his role as Limited Partner. Mike has been appointed as Senior Portfolio Manager at Morgan Stanley. This designation recognizes Mike’s dedication to delivering professional discretionary money management strategies and solutions to his clients.  Mike has also earned Morgan Stanley’s Family Wealth Advisor designation through an accreditation program focused on the skills needed to deliver comprehensive, family-centric wealth management.

Beyond his professional success, Mike is an enthusiastic volunteer and advocate for several St. Louis community organizations, serving the Mesothelioma Foundation, Haven House and St Louis Area Food Bank. Mike is also well known to St. Louis soccer fans for his record creating soccer career. He was inducted into the Missouri State University Sports Hall of Fame in 2020. He has continued his lifelong passion for sports coaching soccer for his children. He lives in St. Louis with his wife, Sara, and their three children, Carter, Teddy and Carolina.

For more than a decade, Robert has passionately worked with clients towards achieving their financial goals. As a Certified Financial Planner™ practitioner and Senior Portfolio Manager, Robert takes a holistic approach, leveraging Morgan Stanley’s global framework, to help create and implement strategies for his clients. Robert and his team do not believe in cookie cutter financial advice and believe everyone deserves a well thought out plan, tailored to their unique circumstances and needs. In the fast-paced financial industry him and his team utilize the latest innovative financial technology and tools.

Robert earned a bachelor’s degree in Economics from Washington University in St. Louis. He is a member of the Financial Planning Association, Morgan Stanley's Portfolio Management Institute, and a veteran of the United States Navy.

Kelli focuses on coordinating and managing the total client experience for new and existing clients. It is Kelli’s goal to ensure that every aspect of a client’s relationship is handled as efficiently and accurately as possible.

Her experience working with high net-worth families began in 2001 after graduating from Wright State University, in Dayton, OH, with a bachelor’s degree in Financial Services. Kelli joined Morgan Stanley in 2010 after working at UBS as a Registered Sales Associate. She holds the Series 7, 66 and life/health insurance licenses.

Kelli lives in Troy, Illinois with her husband, Mark, and two sons, Aiden and Kody. She enjoys spending her spare time engaged in her kids’ activities, cooking, and being outdoors.

Drawing on more than 23 years of industry experience, Carmina is committed to providing each client the highest level of personal service. Carmina is a problem solver and she enjoys helping others through the diverse administrative and operational support she provides.

Carmina has worked in several areas throughout her time in the industry including reorg, client service and administrative management. Each experience has provided new insights and skills which she draws upon in serving and anticipating the needs of clients in her current role. Carmina also holds the Series 63, 7, 65, 9 and 10 and life and health insurance licenses.

Carmina lives in Bridgeton, MO with her fiancé, Ron. They have 5 adult children between them and 3 grandchildren. Carmina loves learning new things, reading, motorcycle riding, paddle boarding, kayaking and boating.

Diane has been with Morgan Stanley Wealth Management and its predecessor firms since 1986. She is committed to providing an exceptional client experience as she delivers a broad range of administrative and operational services. She holds Series 3, 7, 63, 65 and life/health insurance licenses.
Diane lives in St. Louis with her husband, Dan. They have three adult children and two grandchildren. Diane has many hobbies but especially enjoys paper crafting.

Ashley has been with Morgan Stanley since 2021 after spending some time at Edward Jones. Prior to moving into the financial industry, Ashley was an elementary school teacher. She graduated from the University of Missouri - Columbia. Ashley is from Saint Louis and enjoys baking, running, and spending time with her husband, Caleb, and son, Mason.

Riley leverages the knowledge and skill she has gained from her current experience, past experience and education to accommodate and serve her clients. She enjoys improving their lives by problem solving and offering individualized service while building a long-lasting relationship with clients.
Riley has been with Morgan Stanley since November 2023. Prior to moving into the financial industry, she was a Human Resources Specialist for the Army for 4 years. She earned a Master of Business Administration from Western Governors University and a Bachelor of Science in Applied Communication Studies with a minor in Business Administration from Southern Illinois University Edwardsville.
Riley lives in Affton, MO with her signification other, Trent. She enjoys spending her spare time baking, going on adventures outdoors, and spending time with family. She also spends her time serving on the Nerinx Hall High School Alumni Board.