Our Story

Whatever your hopes and dreams, our goal and focus at The ONE Columbus Group is to help you define your objectives, and create strategic financial plans to help you achieve them. We offer our clients strategic insight on a range of issues including tax mitigation, retirement planning, charitable giving, educational funding and estate planning among others. Using our investment insight and expertise gleaned from the industry, we carefully construct a portfolio focused on value, risk mitigation and diversification.

For over twenty years, our clients have trusted us for all of their financial needs. We have earned this trust by committing to clear and consistent communication, and by making their concerns our first priority. As a result, we have been privileged to play a role in some of the most momentous events in our clients’ lives—as they announce their retirement, watch a son or daughter graduate from college, or help fund a charity that holds a special place in their heart.

We look forward to becoming your financial advisors, and helping you create the kind of future you desire for yourself and your family.

We are The ONE Columbus Group, ONE essential team for all of your financial needs.
Services Include
  • Annuities1
  • Certificates of Deposit2
  • Philanthropic Services
  • Qualified Retirement Plans3
  • Asset Management4
  • Endowments and Foundations5
  • Estate Planning Strategies6
  • Executive Financial Services7
  • Sustainable Investing8
  • Wealth Management9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

We have made it our mission to provide personalized wealth management services for our clients for over twenty years. From educating the next generation to planning their legacies, from capital preservation to charitable giving, our goal is to be your family's ONE advisor for all of the financial decisions you face each day.


As Morgan Stanley Financial Advisors, we have access to some of the most up-to-date research and analysis, a wide spectrum of investment choices, and some of the best trading platforms in the industry.  our goal is to put these resources to work for you as we devise a financial strategy for you and your family.

    Our Clients

    We offer wealth management advice focused on you and your goals. Our strategies are personalized, and based on a process that we have carefully refined through the years.


    With our comprehensive experience and knowledge base, we offer the following:
    * Personalized strategic wealth management for clients seeking to set long-term goals
    * Guidance for retirees needing to generate ongoing income
    * Tax mitigation insight for clients with high tax liability
    * Investment advice including asset allocation, manager selection, performance monitoring and reporting
    * Critical guidance on transitional wealth
    * Strategy and guidance for charitable giving
    * Assistance in retirement, estate and education planning
    * Proactive quarterly calls to review portfolio goals and objectives

      Location

      4449 Easton Way
      Suite 300
      Columbus, OH 43219
      US
      Direct:
      (614) 473-2489(614) 473-2489
      Toll-Free:
      (866) 273-3726(866) 273-3726
      Fax:
      (614) 867-9278(614) 867-9278

      Meet The ONE Columbus Group

      About Me

      Dean Schockling is a Senior Vice President, Family Wealth Advisor at Morgan Stanley working in wealth planning and investment strategies for The ONE Columbus Group at Morgan Stanley.
      Dean developed a passion for investing at an early age. With earnings from a paper route, shoveling snow, and mowing lawns as a child, he invested in Certificates of Deposit at the age of 12, and invested in his first stock at age at 15. His passion for finance led him to Ohio University, where he received a Bachelor’s Degree in Business Administration. He joined Morgan Stanley in 1993 and has been a dedicated and hardworking member of the team ever since. While working for the firm, Dean was accepted to and completed the Senior Financial Advisor's program at The Wharton School.
      With twenty two years of experience, Dean has virtually unparalleled wealth management experience. He is committed to providing diligent and prudent service to his clients. In addition to his comprehensive wealth management experience, Dean has earned numerous certifications such as Registered Representative, NYSE/NASD, Registered Investment Advisor, and is licensed for supervision of Financial Advisors. Additionally, Dean is licensed for Managed Futures Funds, Equity Option Strategies, Life Insurance, Fixed, and Variable Annuities. As a result of his diligence and success with the firm, Dean was invited to join The President’s Club, an elite group comprised of the firm’s leading Financial Advisors.
      Dean, his wife Kelly, and their three children are active members of the philanthropic community and donate significant time and resources to numerous non-profit organizations.
      Securities Agent: TX, OH, WA, VI, TN, SC, PA, NJ, NC, MI, MD, MA, KY, IL, GA, FL, CO, CA, AZ; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative

      About Me

      Brenda Moore focuses on providing wealth management strategies for The ONE Columbus Group at Morgan Stanley.She earned her degree from Ohio Dominican University and has been in the financial services industry for over 13 years. As a dedicated member of the team, she brings a client-centric focus to customer service and provides assistance in financial planning and coordination of client events. Using her comprehensive knowledge of the industry, she helps to create individualized wealth management plans tailored to the clients' individual needs and objectives. She has earned her Series 7, 66, 31, and Life and Health insurance licenses.In her free time, she enjoys being with her family, reading, and traveling.
      From Our Team

      Retirement - Participants Chartbook


      Investment and Market Perspectives

      On the Markets

      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
      Facing Financial Stress? Your Employer May Be Able to Help

      Facing Financial Stress? Your Employer May Be Able to Help

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      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
      From Clueless to Clued In: Teaching Teens About Money

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      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
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      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
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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      Ready to start a conversation? Contact The ONE Columbus Group today.
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      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.

      1Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      2CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

      3Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      4Morgan 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.

      5Morgan 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.

      6Morgan 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.

      7Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

      9Morgan 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.

      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 suitable 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”) 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.


      CRC 2019752 10/2018