Our Story and Services

As Ultra Wealthy families and institutions face increasingly complex challenges, there is no substitute for thoughtful, proactive and strategic advice. We are a dedicated team of multidisciplinary professionals focused exclusively on Ultra High Net Worth clients. Our core areas of experience include:

Global Investment Management
Access to Banking, Credit & Lending Services
Trust & Estate Planning Strategies
Transactional (M&A, IPO) Planning Strategies
Philanthropic Consulting
Family Governance & Next Generation Education
Family Office Solutions
Wealth Advisory
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Wealth Planning3
  • Trust Services4
  • Stock Plan Services5
  • Retirement Planning6
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

14850 N Scottsdale Rd
Suite 600
Scottsdale, AZ 85254
US
Direct:
(480) 922-7818(480) 922-7818
Fax:
(480) 389-1707(480) 389-1707

Meet The One North Group

Photo of Jeffrey Newman

Jeffrey Newman, CFA

Executive Director, Wealth Management, Private Wealth Advisor, Chartered Financial Analyst

Phone:
(480) 922-7821(480) 922-7821

About Me

Paul works exclusively with ultra-high net worth individuals, families and institutions, providing strategic investment advice along with comprehensive wealth management guidance. Paul has extensive experience in working with private business owners, corporate executives and large non-profit organizations.

Paul has more than 30 years of experience developing and managing financial relationships to some of the largest and most successful families in Arizona and the surrounding region. Prior to joining Morgan Stanley, Paul spent 29 years with J.P. Morgan in a variety of management positions including responsibility for the oversight of J.P. Morgan’s Private Bank for the state of Arizona.

Paul is a former Vice Chairman, and currently a Trustee, of the Phoenix Art Museum and a former Trustee of the Arizona Science Museum. He graduated from Colorado State University with a B.S. in business with concentrations in finance and accounting.

Paul lives in Scottsdale with his wife, Mary Beth, and their three children.
Securities Agent: WY, WI, WA, UT, TX, SD, OR, NY, NV, NM, NJ, ND, MT, MO, MN, MI, KS, ID, HI, GA, FL, DE, CT, CO, CA, AZ; General Securities Representative
NMLS#: 821375

About Me

Max Sanel is responsible for assisting clients with their core financial advisory needs including lending solutions, trust and estate planning strategies and philanthropy. Before joining Morgan Stanley, Max was a Private Banker at JP Morgan. Prior to JP Morgan, Max was a fixed income trader at The Vanguard Group.

Max received his B.A. degree cum laude in English Literature and Philosophy from New York University. He completed his MBA from Yale University, where he was a Frederick Frank Scholar.
Securities Agent: TX, WY, WI, WA, UT, SD, OR, NY, NV, NM, NJ, ND, MT, MO, MN, MI, KS, ID, HI, GA, FL, DE, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 821908

About Me

Securities Agent: WY, WI, WA, UT, TX, SD, OR, NY, NV, NM, NJ, ND, MT, MO, MN, MI, KS, ID, HI, GA, FL, DE, CT, CO, CA, AZ; General Securities Representative
NMLS#: 837099

About Me

Seth is responsible for delivering highly customized asset management solutions for Ultra High Net Worth clients, families, and foundations. He works closely with clients to understand their unique needs and objectives in order to provide and leverage access to the many resources of Morgan Stanley and the Private Wealth Management division.

Prior to joining Morgan Stanley, Seth worked as an Investment Specialist at J.P. Morgan Private Bank between 2009 and 2015, focusing on Ultra High Net Worth families and foundations. Prior to this, Seth was an investment advisor with Credit-Suisse Private Bank between 2007 and 2009. Seth earned a B.S. in Economics and a MBA from Brigham Young University.
Securities Agent: TX, WY, WI, WA, UT, SD, OR, NY, NV, NM, NJ, ND, MT, MO, MN, MI, KS, ID, HI, GA, FL, DE, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 837085

About Me

Eric works closely with clients to help them construct a customized asset allocation that will best meet their objectives. As part of this process, he leverages the Firm’s resources and experts to deliver their highest conviction views. Eric also assists self-directed clients in the execution of opportunistic investment strategies.

Prior to joining Morgan Stanley, Eric spent five years at J.P. Morgan’s Private Bank as an Investment Specialist, serving Ultra High Net Worth families and foundations.

Eric graduated from Brigham Young University in Provo, Utah, where he received a B.S. in Business Management with an emphasis in Finance.
Securities Agent: TX, AZ, WY, WI, WA, UT, SD, OR, NY, NV, NM, NJ, ND, MT, MO, MN, MI, KS, ID, HI, GA, FL, DE, CT, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1090331

About Me

As an analyst, Adam works closely with clients, helping with day to day transactions, maintenance and analysis within their accounts. Long standing experience in customer service allows Adam to provide high quality, high touch service to all clients.
 
Prior to joining Morgan Stanley, Adam spent five years at J.P. Morgan’s Private Bank as a Senior Service Associate, serving Ultra High Net Worth families and foundations.
 
Adam graduated Michigan State University, where he received a B.S. in Human Biology.

About Me

As a Client Service Associate, Joslene works closely with clients, helping with day to day transactions and maintenance within the accounts. She also assists the team with their marketing effort and community presence by coordinating events and sponsorships.

Joslene has worked in the financial service industry for 7 years and graduated from Northern Arizona University with a degree in Business Administration - Management.
Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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Sign Up for eDelivery

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With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Access Morgan Stanley Online

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact The One North Group today.
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.

2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

3Morgan 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.

4Morgan 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.
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 and other legal matters.

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 (“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