Paul Groves
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(480) 922-7818(480) 922-7818
Morgan Stanley Private Wealth Management
The One North Group
Our Mission Statement
The experienced perspective and
specialized resources to help you
protect your wealth, pursue your goals
and establish your legacy.
specialized resources to help you
protect your wealth, pursue your goals
and establish your legacy.
Welcome to The One North Group at Morgan Stanley Private Wealth Management
Our Story
We are a multidisciplinary team of 14 experienced professionals who combine our talents to help highly affluent families address the complex challenges of managing generational wealth. By focusing all of our attention on the needs of a select few clients, we are able to serve as close family advisors to each. We understand their needs and aspirations and deliver comprehensive solutions to help them pursue their most important life goals.
Having worked with ultra high net worth families and their foundations for many years, we have learned that there is no substitute for thoughtful, proactive and strategic advice. We have also learned that no individual Advisor, no matter how qualified, can meet the full spectrum of their needs. That is why we place great emphasis on collaboration. That starts within our team and extends to our colleagues across Morgan Stanley, the investment banking community and our clients' attorneys, CPAs and other trusted advisors.
We look forward to learning more about you and your family, and to discussing our approach to helping you achieve your multigenerational goals.
Awards & Recognitions
Over the years our team members have been recognized for their hard work and dedicated service to our clients. Our founding partner, Paul Groves, has been recognized by Barron's Magazine as a "Top 1,200 Financial Advisor" from 2016 through 2024**.** Managing Director Eric Olson was recognized by Forbes as one of America's "Top Next Generation Wealth Advisors" from 2017 through 2024. Both Paul and Eric were named to Forbes 2024 Best-In-State Wealth Advisors.
Our team has been ranked on Forbes 2023 Top 100 US Wealth Management Teams. We were also ranked #2 on Forbes Best-In-State Wealth Management Teams in Arizona for 2024.
2016-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2016-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2017-2024 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Forbes America's Top Wealth Management Teams: High Net Worth Source: Forbes.com (Awarded November 2023) Data compiled by SHOOK Research based on time period from Mar 2022-Mar 2023.
2024 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. Awards Disclosures The term "Family Office Resources" is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Our Services
- Global Investment Management
- Access to Cash Management & Lending Services
- Trust & Estate Planning Strategies
- Transactional (M&A, IPO) Planning Strategies
- Philanthropic Consulting
- Family Governance & Next Generation Education
- Family Office Resources
- Wealth Advisory
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.
Outlooks & Updates
Here at the One North Group, we strive to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers of giving our clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
2024 US Equities Mid-Year Outlook: A Wider Range of Outcomes and Opportunities
Morgan Stanley & Co. Research’s Chief US Equity Strategist Michael Wilson has published his US Equities Mid-Year Outlook. Mike and his team discuss their market views, forecasts, and sector/style preferences.
Read Report
2024 Global Strategy Mid-Year Outlook: Sunny with a Chance of Rain
Morgan Stanley & Co. Research’s Head of Cross-Asset Strategy Serena Tang has published her Global Strategy Mid-Year Outlook. Serena and her team discuss their top-down views on global equities, G10 rates, G10 FX, EM fixed income, corporate credit, securitized products, and commodities.
Learn More
U.S. Policy Pulse - General Election Series
The 2024 general election is just months away, and there are numerous economic and fiscal uncertainties that could shape the election and impact the markets
U.S. Policy Pulse
Fixed Income Insights - 2024 Outlook: US Treasuries, Agency MBS, and Municipals
In the newest edition of Fixed Income Insights, our strategists share their 2024 outlook for Treasuries, agency mortgage-backed securities, and municipal bonds.
Fixed Income Insights - 2024 Outlook
2024 Federal Income Tax Tables
For help filing your taxes this year, our team has published the 2024 tax tables for your reference. Please click the link below to view them.
Learn More
The Global Investment Committee Weekly
Weekly insights into global markets, asset classes and economic trends from the Global Investment Committee, Morgan Stanley’s team of seasoned investment professionals.
Learn More
Global Investment Committee: On The Markets
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out the latest edition below.
Learn More
Thoughts on the Market with Andrew Sheets
Each week, Chief Cross-Asset Strategist Andrew Sheets, or a member of his team, shares podcasts offering perspective on the forces shaping the markets as well as insights on investment opportunities and risk across global asset classes. Click the link below to listen to the latest edition.
Podcast: "Thoughts on the Market"One of the larger Morgan Stanley Wealth Management teams in Arizona and the surrounding region, we manage over $4.2 billion in assets for approximately 110 ultra high net worth families and select nonprofit organizations.
Virtually all of our clients are successful entrepreneurs who built thriving businesses from the ground up. Many of these relationships started as they were considering strategies to monetize the value of their companies and were facing complex and unfamiliar wealth management issues. We had the experience and knowledge to make sure that they were asking the right questions and making informed decisions. We had the resources and the network to help them put those decisions into action.
Whether you have already achieved considerable financial success or are on the way there, we can help you organize your financial life. We can help you structure and invest your wealth to support your lifestyle, secure your legacy and support your family, business and philanthropic goals.
Whether you have already achieved considerable financial success or are on the way there, we can help you organize your financial life. We can help you structure and invest your wealth to support your lifestyle, secure your legacy and support your family, business and philanthropic goals.
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.
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
Max Sanel
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(480) 922-7880(480) 922-7880
Jeffrey Newman, CFA
Managing Director, Private Wealth Management, Private Wealth Advisor, Chartered Financial Analyst, Family Wealth Director, Senior Portfolio Manager
Phone:
(480) 922-7821(480) 922-7821
Seth Henrie
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(480) 922-7802(480) 922-7802
Eric Olson
Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director
Phone:
(480) 922-7886(480) 922-7886
Caden Sperry
Private Wealth Management, Private Wealth Advisor
Phone:
(480) 624-5755(480) 624-5755
Adam DeGiorgio
Vice President, Private Wealth Management Group Director
Phone:
(480) 922-7940(480) 922-7940
Mignonne Goldberg, CFP®
Assistant Vice President, Private Wealth Management Associate
Phone:
(480) 624-5773(480) 624-5773
Austin Patterson
Private Wealth Management Analyst
Phone:
(480) 624-5725(480) 624-5725
Andrea Spangenberger, CFA
Private Wealth Management Analyst
Phone:
(480) 368-6545(480) 368-6545
Rogelio Barrientos
Private Wealth Management Associate
Phone:
(480) 368-6639(480) 368-6639
Jenni Marshall
Private Wealth Management Client Service Associate
Phone:
(480) 368-6605(480) 368-6605
Caroline Coons (Eaton)
Private Wealth Management Client Service Associate
Phone:
(480) 922-7939(480) 922-7939
Drake Nover
PWM Registered Client Service Associate
Phone:
(480) 922-7854(480) 922-7854
Hunter Shulman
PWM Client Service Associate
Phone:
(480) 922-7815(480) 922-7815
About Paul Groves
Drawing on three decades of experience working with private business owners, corporate executives and large nonprofit organizations, Paul Groves provides strategic investment advice and comprehensive wealth management guidance to an elite clientele of ultra high net worth clients. Thanks to the trust they have placed in him, Paul has been recognized as one of Barron’s Top 1,200 Financial Advisors every year since 2016. In 2023, he was named to Forbes Best-In-State Wealth Advisors for 2023. Source: Forbes.com (Awarded April 2023). Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Paul has spent the better part of his career developing and managing financial relationships with 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 the oversight of their Private Bank for the state of Arizona.
Paul is a former Vice Chairman and 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.
2016-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Paul has spent the better part of his career developing and managing financial relationships with 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 the oversight of their Private Bank for the state of Arizona.
Paul is a former Vice Chairman and 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.
2016-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Securities Agent: MT, MI, UT, NY, ND, DC, WY, OR, KS, ID, CA, SD, MO, MD, IN, IL, AZ, TX, OK, HI, NM, NJ, WI, WA, GA, CT, OH, FL, DE, CO, AL, IA, NV, NC, MN, VA, SC, PA, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 821375
NMLS#: 821375
About Max Sanel
Drawing on 12 years of diverse financial services industry experience, Max Sanel assists the team’s clients with their core financial advisory needs, including lending solutions, corporate transactions, trust and estate planning strategies, and philanthropy. Prior to joining Morgan Stanley in 2015, Max worked with ultra high net worth families as a Private Banker at JP Morgan. He began his career as a Fixed Income Trader at The Vanguard Group.
Max graduated cum laude with a B.A. in English literature and philosophy from New York University. He completed his MBA from Yale University, where he was a Frederick Frank Scholar.
Max graduated cum laude with a B.A. 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: OK, MI, MD, UT, IL, CA, OH, NV, MO, DE, WI, NC, PA, NJ, KS, WA, SC, NM, ND, AZ, VA, TX, MN, IN, ID, GA, OR, HI, FL, CT, AL, IA, CO, WY, NY, NE, MT, DC, SD; General Securities Representative; Investment Advisor Representative
NMLS#: 821908
NMLS#: 821908
About Jeffrey Newman
Jeff Newman brings 23 years of high-level investment management and wealth planning experience to the service of the team’s clients. Jeff focuses on helping affluent families define their investment objectives and constructing portfolios that are tailored to their precise needs. This process includes determining strategic and tactical asset allocations as well as manager selection. Jeff also assists self-directed clients with thematic investments across all capital markets.
Prior to joining Morgan Stanley, Jeff served as Head of Investments for J.P. Morgan’s Arizona Private Bank and was a member of the J.P. Morgan Private Bank Advisory Council. He has been a CFA® charter holder since 2006.
Jeff is a trustee of the Boys & Girls Clubs of Metropolitan Phoenix Foundation and an active mentor for Boys Hope Girls Hope scholars. He received a B.S. in business administration from Brigham Young University. He lives in Tempe, Arizona, with his wife, Holly, and their four children.
Prior to joining Morgan Stanley, Jeff served as Head of Investments for J.P. Morgan’s Arizona Private Bank and was a member of the J.P. Morgan Private Bank Advisory Council. He has been a CFA® charter holder since 2006.
Jeff is a trustee of the Boys & Girls Clubs of Metropolitan Phoenix Foundation and an active mentor for Boys Hope Girls Hope scholars. He received a B.S. in business administration from Brigham Young University. He lives in Tempe, Arizona, with his wife, Holly, and their four children.
Securities Agent: PA, MO, KS, WA, VA, OR, NJ, MD, NV, NC, MT, DC, AZ, SC, OH, MI, CT, WY, MN, IN, HI, UT, NY, CA, AL, ND, FL, CO, TX, OK, NM, ID, GA, WI, SD, NE, IL, DE, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 837099
NMLS#: 837099
About Seth Henrie
With over 17 years of private banking and wealth management experience, Seth Henrie delivers highly customized asset management solutions to ultra high net worth families and their foundations. Seth works closely with the team’s clients to understand their unique needs and objectives, and provides guided access to the specialized resources of Morgan Stanley Private Wealth Management and the firm’s institutional divisions.
Prior to joining Morgan Stanley in 2015, Seth worked as an Investment Specialist at J.P. Morgan Private Bank, focusing on the needs of ultra high net worth families and foundations. He began his financial services career as an investment advisor with Credit-Suisse Private Bank. Seth earlier served for five years in federal law enforcement as a U.S. Park Ranger in Yellowstone National Park. He returned to Brigham Young University, where he had earned a B.S. in economics, to complete his MBA before transitioning to the wealth management industry.
Seth is a proud father of six children and, above all else, loves being with his family. When time allows, Seth contemplates the vast wilderness of the Western United States and how to spend more time enjoying it with family and friends.
Prior to joining Morgan Stanley in 2015, Seth worked as an Investment Specialist at J.P. Morgan Private Bank, focusing on the needs of ultra high net worth families and foundations. He began his financial services career as an investment advisor with Credit-Suisse Private Bank. Seth earlier served for five years in federal law enforcement as a U.S. Park Ranger in Yellowstone National Park. He returned to Brigham Young University, where he had earned a B.S. in economics, to complete his MBA before transitioning to the wealth management industry.
Seth is a proud father of six children and, above all else, loves being with his family. When time allows, Seth contemplates the vast wilderness of the Western United States and how to spend more time enjoying it with family and friends.
Securities Agent: MD, ID, HI, FL, AL, PA, NC, KS, WY, OK, GA, CT, AZ, ND, WI, UT, OR, MO, MN, IN, DE, WA, SC, MI, DC, CO, NE, MT, CA, IA, TX, SD, NY, NV, VA, NM, NJ, IL, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 837085
NMLS#: 837085
About Eric Olson
Eric Olson has worked with ultra high net worth families for over 15 years, helping them craft comprehensive wealth management plans based on their specific needs and aspirations. Eric’s primary focus is on constructing customized asset allocations for the team’s clients. As part of this process, he works directly with asset class experts to deliver the firm’s highest-conviction views and strategies. Eric also assists self-directed clients in the execution of opportunistic investment strategies.
Eric is among the approximate 4% of Morgan Stanley Financial Advisors who have completed the rigorous Family Wealth Director (FWD) certification program as of December 2022. Building on his experience working with ultra high net worth families, the training he received enables him to deliver an extensive range of specialized wealth management services and strategies ranging from business succession planning and philanthropy management to tax, trust and estate advisory.
In 2024, Eric was recognized by Forbes as the #1 Next Generation Wealth Advisor in the state of Arizona and #8 in the U.S. He has been recognized every year from 2017 through 2024 as one of America’s Top Next Generation Wealth Advisors.
Prior to joining Morgan Stanley, Eric worked at J.P. Morgan’s Private Bank as an investment specialist. He graduated from Brigham Young University, earning a B.S. in business management with an emphasis on finance. He lives in Mesa, Arizona, with his wife, Kiersten, and their four children.
Disclosure:
Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded April 2024). Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
2017-2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Diversification does not guarantee a profit or protect against loss in a declining financial market.
Eric is among the approximate 4% of Morgan Stanley Financial Advisors who have completed the rigorous Family Wealth Director (FWD) certification program as of December 2022. Building on his experience working with ultra high net worth families, the training he received enables him to deliver an extensive range of specialized wealth management services and strategies ranging from business succession planning and philanthropy management to tax, trust and estate advisory.
In 2024, Eric was recognized by Forbes as the #1 Next Generation Wealth Advisor in the state of Arizona and #8 in the U.S. He has been recognized every year from 2017 through 2024 as one of America’s Top Next Generation Wealth Advisors.
Prior to joining Morgan Stanley, Eric worked at J.P. Morgan’s Private Bank as an investment specialist. He graduated from Brigham Young University, earning a B.S. in business management with an emphasis on finance. He lives in Mesa, Arizona, with his wife, Kiersten, and their four children.
Disclosure:
Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded April 2024). Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
2017-2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Diversification does not guarantee a profit or protect against loss in a declining financial market.
Securities Agent: CT, HI, WY, NC, DC, TX, OK, NE, FL, CA, PA, OH, MT, MI, MD, WI, WA, VA, SD, SC, MN, IL, OR, NV, ND, GA, AL, NY, CO, IA, UT, DE, NM, NJ, AZ, MO, KS, IN, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1090331
CA Insurance License #: 0L55545
NMLS#: 1090331
CA Insurance License #: 0L55545
About Caden Sperry
Caden Sperry works with ultra-high net worth families to preserve their family legacy through access to the highest quality investment solutions, trust services, business transaction advisory (strategic intros to Morgan Stanley’s Investment Banking Platform), and family office resources. Caden specializes in helping business owners/executives navigate the various considerations of a large personal liquidity event.
Originally from Utah, Caden graduated from Brigham Young University in Provo, Utah, where he received a B.S. in Finance. Caden lives in Mesa, Arizona with his wife Chelsey and his two children.
Originally from Utah, Caden graduated from Brigham Young University in Provo, Utah, where he received a B.S. in Finance. Caden lives in Mesa, Arizona with his wife Chelsey and his two children.
Securities Agent: IL, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IN, KS, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative
About Adam DeGiorgio
Adam DeGiorgio serves as the group director, working to provide high quality, high touch service to all of the team’s clients. Adam is responsible for helping with day to day transactions, maintenance and analysis within client accounts. Drawing on 15 years of customer service experience in the wealth management industry, he enjoys interactions with the team’s clients and prides himself on responding promptly and professionally to all requests.
Prior to joining Morgan Stanley, Adam spent ten years at J.P. Morgan’s Private Bank, serving ultra-high net worth families and foundations. A native of Michigan and a graduate of Michigan State University, Adam was recruited to come work in Arizona. He currently resides in Scottsdale
Prior to joining Morgan Stanley, Adam spent ten years at J.P. Morgan’s Private Bank, serving ultra-high net worth families and foundations. A native of Michigan and a graduate of Michigan State University, Adam was recruited to come work in Arizona. He currently resides in Scottsdale
About Mignonne Goldberg
Mignonne Goldberg has worked with high net worth families since 2008, delivering exceptional service experience to all clients. Mignonne provides a broad range of support services, with a particular focus on acting as the relationship manager for clients and liaison for client introductions to Morgan Stanley’s Family Office Resource Group.
Prior to joining Morgan Stanley in 2014, Mignonne spent seven years as a Senior Client Service Associate at J.P. Morgan’s Private Bank. She graduated from Colorado Mesa University with a B.S. in business administration. Mignonne lives in Phoenix, Arizona with her husband Steve and their two children.
Prior to joining Morgan Stanley in 2014, Mignonne spent seven years as a Senior Client Service Associate at J.P. Morgan’s Private Bank. She graduated from Colorado Mesa University with a B.S. in business administration. Mignonne lives in Phoenix, Arizona with her husband Steve and their two children.
About Austin Patterson
Austin Patterson provides business development support for the team’s partners, working to expand One North’s presence throughout Arizona and the rest of the Southwest. Austin works to enhance and sustain relationships, making sure that both present and future clients enjoy an outstanding service experience at every touchpoint.
Austin joined the One North team in 2019, after graduating from Arizona State University. Originally from Colorado, Austin now lives in Scottsdale, Arizona. He remains a passionate Denver Broncos fan.
Austin joined the One North team in 2019, after graduating from Arizona State University. Originally from Colorado, Austin now lives in Scottsdale, Arizona. He remains a passionate Denver Broncos fan.
About Andrea Spangenberger
Andrea listens to clients to understand their investment objectives and works in partnership with the team to deliver solutions. Her responsibilities include investment due diligence, custom reporting, and portfolio analysis.
Prior to joining Morgan Stanley, Andrea worked as an Investment Product Manager at Northern Trust Asset Management, focusing on security fair valuation. She received a B.S. in Public Management and Policy from the University of Arizona. She is a CFA charter holder, and serves on the board of the Phoenix CFA Society. Andrea lives in Scottsdale with her husband, Eric, and their son, Hugo.
Prior to joining Morgan Stanley, Andrea worked as an Investment Product Manager at Northern Trust Asset Management, focusing on security fair valuation. She received a B.S. in Public Management and Policy from the University of Arizona. She is a CFA charter holder, and serves on the board of the Phoenix CFA Society. Andrea lives in Scottsdale with her husband, Eric, and their son, Hugo.
About Rogelio Barrientos
Rogelio Barrientos is responsible for working closely with clients, creating a smooth onboarding process, assisting with everyday transactions and executing investment implementations.
Prior to joining the team, Rogelio worked within the Morgan Stanley Virtual Advisory Center, where he earned the industry licenses that allow him to provide a greater level of service to clients of the firm. Rogelio graduated from Arizona State University with a B.S. in Finance.
Originally from Central Mexico, Rogelio grew up in a large family of seven siblings. He now lives in Phoenix, Arizona with his wife Astrid.
Prior to joining the team, Rogelio worked within the Morgan Stanley Virtual Advisory Center, where he earned the industry licenses that allow him to provide a greater level of service to clients of the firm. Rogelio graduated from Arizona State University with a B.S. in Finance.
Originally from Central Mexico, Rogelio grew up in a large family of seven siblings. He now lives in Phoenix, Arizona with his wife Astrid.
About Jenni Marshall
Jenni Marshall supports the team’s Advisors across an extensive range of administrative duties that includes everything from scheduling to expense reports to marketing projects. Jenni also contributes to an outstanding overall client service experience, whether answering calls or sending cookies and flowers to help current and future clients celebrate special occasions.
Prior to joining Morgan Stanley, Jenni worked for GE Commercial Finance as a Senior Underwriter.
She graduated from Ohio University with a B.A. in International Business and Finance. Jenni lives in Scottsdale, Arizona with her husband, Kirk, and their two children. Outside of work, she enjoys running, swimming, hiking and reading.
Prior to joining Morgan Stanley, Jenni worked for GE Commercial Finance as a Senior Underwriter.
She graduated from Ohio University with a B.A. in International Business and Finance. Jenni lives in Scottsdale, Arizona with her husband, Kirk, and their two children. Outside of work, she enjoys running, swimming, hiking and reading.
About Caroline Coons (Eaton)
Caroline aids the team by planning, managing, and executing events and initiatives designed to promote the team’s services to build brand awareness. She is passionate about curating unique and exceptional experiences, evidenced by her care and detail orientation in every event.
Prior to joining Morgan Stanley, she worked on Capitol Hill in Washington, D.C. and interned with several nonprofits, aiding in development and event planning. Caroline graduated from Westmont College in Santa Barbara with a B.A. in Political Science and Religious Studies. She currently lives in Phoenix with her husband.
Prior to joining Morgan Stanley, she worked on Capitol Hill in Washington, D.C. and interned with several nonprofits, aiding in development and event planning. Caroline graduated from Westmont College in Santa Barbara with a B.A. in Political Science and Religious Studies. She currently lives in Phoenix with her husband.
About Drake Nover
Drake is responsible for assisting client’s with account opening and onboarding, financial transactions and portfolio implementation.
Prior to joining the team, Drake attended the University of Arizona, graduating with a degree in Personal and Family Financial Planning. He began his career with Morgan Stanley at the Virtual Advisory Center.
Born and raised in Michigan, Drake now lives in Scottsdale, Arizona. He is a passionate Michigan Wolverines fan, and also enjoys golf and hiking.
Prior to joining the team, Drake attended the University of Arizona, graduating with a degree in Personal and Family Financial Planning. He began his career with Morgan Stanley at the Virtual Advisory Center.
Born and raised in Michigan, Drake now lives in Scottsdale, Arizona. He is a passionate Michigan Wolverines fan, and also enjoys golf and hiking.
About Hunter Shulman
Hunter has joined the team as an Analyst. His responsibilities include investment due diligence, custom reporting, and portfolio analysis.
Hunter was born and raised in Las Vegas, Nevada before attending Barrett, The Honors College at Arizona State University for his undergraduate and graduated Magna Cum Laude with degrees in Finance, Financial Planning, and Business (Law).
Hunter enjoys spending time with his family and friends, weight training, yoga, spending time outdoors, reading new books, and watching movies. Hunter is a huge Seattle Seahawks fan and, being a Vegas native, a die-hard supporter of the Vegas Golden Knights.
Hunter was born and raised in Las Vegas, Nevada before attending Barrett, The Honors College at Arizona State University for his undergraduate and graduated Magna Cum Laude with degrees in Finance, Financial Planning, and Business (Law).
Hunter enjoys spending time with his family and friends, weight training, yoga, spending time outdoors, reading new books, and watching movies. Hunter is a huge Seattle Seahawks fan and, being a Vegas native, a die-hard supporter of the Vegas Golden Knights.
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Wealth Management
Global Investment Office
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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.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
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- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
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- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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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.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 appropriate 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 offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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, charitable giving, philanthropic 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.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 appropriate 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 offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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, charitable giving, philanthropic 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.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
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)
