Paul Groves
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(480) 922-7818(480) 922-7818
Industry Award WinnerOur Mission Statement
The experienced perspective and specialized resources to help you protect your wealth, pursue your goals and establish your legacy.
Welcome to The One North Group
Our Story
We are a multidisciplinary team of 16 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
Our team is proud to have been named to Barron's Top 250 Private Wealth Management Teams in 2026, reflecting our commitment to delivering thoughtful guidance and dedicated service to our clients. Our founding partner, Paul Groves, has also been recognized by Barron's as a "Top 1,500 Financial Advisor" from 2016 through 2026.
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
Awards Disclosures
- 2016-2026 Barron's Top 1,500 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,200 and Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2016-2026). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
- Barron's Top 250 Private Wealth Management Teams Source: barrons.com (Awarded May 2026) Data compiled by Barron's for the period Jan 2025-Dec 2025.
- 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.
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 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- 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, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and 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.
Our 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 help ensure that your strategy adapts to changing financial and family needs.
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About Our Clients
As one of the larger Morgan Stanley Wealth Management teams in Arizona and the surrounding region, we manage over $5.2 billion in assets for approximately 150 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.
The One North client experience is a high-touch, coordinated relationship that delivers timely insights and tailored support that is enhanced through exclusive client events we host and curated virtual events we share to keep you connected and informed.
Fireside Chats
Our team is proud to showcase business, thought, and entertainment leaders in the Phoenix Area in our 10-year Fireside Chat series. Notable figures include:
- Kurt Warner, Former AZ Cardinals Quarterback | The Phoenician Hotel
- JT Marino and Daehee Park, Tuft and Needle Co-Founders | Mountain Shadows Resort
- Sam Fox, Founder of Fox Restaurant Concepts | The Global Ambassador Hotel
- Steve Sanghi, Former CEO of Microchip | The Global Ambassador Hotel
- Joey Ciolli, Owner of Grimaldi's Pizzaria | Tommy Bahama Scottsdale
- Derrick Hall, President, CEO, and General Partner of the Arizona Diamondbacks | Arizona Biltmore
Virtual Client Events
Get insights from Morgan Stanley's thought leaders, industry trailblazers, and influential voices on what's shaping the markets and economy today. Recent events include:
- Intro to Investing: Stocks, Bonds & Beyond
- Midyear Economic & Investment Outlook
- Geopolitical Perspectives
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.
2026 Outlooks: Market and Economic
Morgan Stanley’s Outlooks page brings together timely market commentary and deeper thought leadership on macro trends and market drivers, helping readers understand what’s shaping the global financial landscape and what it could mean for portfolios, businesses and decisions.
Read the 2026 Outlooks
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.
Read On The Markets
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.
Read the GIC Weekly
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.
Listen to Thoughts on the MarketLocation
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
Senior Vice President, Private Wealth Advisor
Phone:
(480) 624-5755(480) 624-5755
Mignonne Goldberg, CFP®
Vice President, PWM Investment Consultant – Relationship Manager
Phone:
(480) 624-5773(480) 624-5773
Austin Patterson, CFA
PWM Investment Consultant
Phone:
(480) 624-5725(480) 624-5725
Andrea Spangenberger, CFA
Associate Vice President, PWM Investment Consultant
Phone:
(480) 368-6545(480) 368-6545
Rogelio Barrientos
Chief of Staff
Phone:
(480) 368-6639(480) 368-6639
Caroline Coons (Eaton)
PWM Client Service Associate
Phone:
(480) 922-7939(480) 922-7939
Drake Nover
PWM Associate
Phone:
(480) 922-7854(480) 922-7854
Hunter Shulman
PWM Analyst
Phone:
(480) 922-7815(480) 922-7815
Cynthia Arana
PWM Analyst
Phone:
(480) 922-7839(480) 922-7839
Rachel Wininger
PWM Team Administrator
Phone:
(480) 368-6605(480) 368-6605
Jake Zajdzinski
PWM Registered Client Service Associate
Phone:
(480) 922-7940(480) 922-7940
Kyle Riveron
PWM Registered Client Service Associate
Phone:
(480) 624-5722(480) 624-5722
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 1,500 Financial Advisors every year since 2018. Paul was also named a Forbes Best-In-State Wealth Advisor annually from 2024-2026.
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.
Disclosures:
2024-2026 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2024-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2018-2026 Barron's Top 1,500 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,200 and Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2018-2026). 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.
Disclosures:
2024-2026 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2024-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2018-2026 Barron's Top 1,500 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,200 and Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2018-2026). 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.
Since 2024, Eric has been named a Forbes Best-In-State Wealth Advisor, most recently ranking #11 in Arizona for 2026. In 2024, Forbes also recognized him as the #1 Next Generation Wealth Advisor in Arizona and #8 in the U.S. Additionally, he was named to Forbes’ America’s Top Next Generation Wealth Advisors list every year from 2017 through 2024.
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.
Disclosures:
2024-2026 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2024-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of 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 2017-2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
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.
Since 2024, Eric has been named a Forbes Best-In-State Wealth Advisor, most recently ranking #11 in Arizona for 2026. In 2024, Forbes also recognized him as the #1 Next Generation Wealth Advisor in Arizona and #8 in the U.S. Additionally, he was named to Forbes’ America’s Top Next Generation Wealth Advisors list every year from 2017 through 2024.
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.
Disclosures:
2024-2026 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2024-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of 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 2017-2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
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 help 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 focuses on 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.
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.
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.
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.
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
NMLS#: 2398151
NMLS#: 2398151
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 helps oversee the team’s day-to-day operations and client service efforts. He works closely with the team’s advisors and service professionals to coordinate client needs, enhance internal processes, and helps deliver a consistent and high quality experience across the team’s relationships. He is involved in navigating complex or unique client situations, working across the firm to coordinate resources and help move matters towards a successful outcome.
Prior to joining Morgan Stanley, Rogelio graduated from Arizona State University with B.S. in finance. Originally from Mexico, Rogelio now lives in Phoenix with his wife Astrid and daughter.
Prior to joining Morgan Stanley, Rogelio graduated from Arizona State University with B.S. in finance. Originally from Mexico, Rogelio now lives in Phoenix with his wife Astrid and daughter.
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 helps maintain and strengthen client relationships as a primary point of contact for clients’ day-to-day financial needs. He works closely with clients and the advisory team to provide personalized service across financial transactions, portfolio implementation, trade execution, client onboarding and broader wealth management needs.
Drake graduated from the University of Arizona with a degree in Personal and Family Financial Planning and began his career with Morgan Stanley shortly after graduation.
Originally from Michigan, Drake now lives in Scottsdale, Arizona. Outside of work, he enjoys watching sports, golfing, trying new restaurants and is an avid Michigan Wolverines fan.
Drake graduated from the University of Arizona with a degree in Personal and Family Financial Planning and began his career with Morgan Stanley shortly after graduation.
Originally from Michigan, Drake now lives in Scottsdale, Arizona. Outside of work, he enjoys watching sports, golfing, trying new restaurants and is an avid Michigan Wolverines fan.
About Hunter Shulman
Hunter has joined the team as an Analyst. His responsibilities include investment due diligence, research, custom reporting, and portfolio analysis. Hunter also serves as the team’s Digital Asset Specialist focusing on coverage of the evolving digital asset ecosystem.
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.
About Cynthia Arana
Cynthia has joined the team as an Analyst. Her responsibilities primarily include supporting advisors in delivering financial planning, portfolio analysis, and personalized service to help clients reach their goals.
Prior to joining Morgan Stanley, Cynthia worked in Chicago as an Investment Research Analyst at Northern Trust, where she conducted fundamental analysis and industry research across both equity and credit markets.
Cynthia is from Scottsdale, AZ. She graduated Summa Cum Laude from Barrett, The Honors College at Arizona State University with a B.S. in Finance and a certificate in Business Data Analytics. Cynthia enjoys spending time with her family and friends, going to yoga and pilates, traveling, and volunteering at animal shelters.
Prior to joining Morgan Stanley, Cynthia worked in Chicago as an Investment Research Analyst at Northern Trust, where she conducted fundamental analysis and industry research across both equity and credit markets.
Cynthia is from Scottsdale, AZ. She graduated Summa Cum Laude from Barrett, The Honors College at Arizona State University with a B.S. in Finance and a certificate in Business Data Analytics. Cynthia enjoys spending time with her family and friends, going to yoga and pilates, traveling, and volunteering at animal shelters.
About Rachel Wininger
Rachel Wininger is a dedicated professional who supports a team of financial advisors at Morgan Stanley, managing a wide range of responsibilities including reporting, project coordination, scheduling, and high-end client services. Her attention to detail and client-first approach contributes to a seamless and elevated client experience.
Before joining Morgan Stanley, Rachel served as an executive assistant to several CEO’s and senior executives across tech startup and other industries, bring with her a strong background in support and operational efficiency. She also holds a paralegal license.
A Scottsdale native, Rachel spent nearly a decade in New York City before returning home. Outside of work, she enjoys hiking, road trips and spending time with her dog, Bruno.
Before joining Morgan Stanley, Rachel served as an executive assistant to several CEO’s and senior executives across tech startup and other industries, bring with her a strong background in support and operational efficiency. She also holds a paralegal license.
A Scottsdale native, Rachel spent nearly a decade in New York City before returning home. Outside of work, she enjoys hiking, road trips and spending time with her dog, Bruno.
About Jake Zajdzinski
Jake was born and raised in Mesa, AZ and went to college at Drew University in NJ, where he studied Business and Spanish while competing for the varsity swim and golf teams. He joined the firm in 2022 with Workplace Solutions Group in Tampa, FL and relocated back to the valley last year. In his free time, Jake loves to play guitar, golf, and fly fish.
About Kyle Riveron
Kyle Joined the team in 2026 as a Client Service Associate after a few years with the Morgan Stanley MSVA in Gilbert, AZ. With the One North Group Team, Kyle is primarily responsible for day-to-day financial transactions, portfolio implementation, and assisting our new clients in their onboarding.
Kyle was born in Miami, Florida but grew up in the Bay Area of California before moving to Arizona to Attend Arizona State University. He earned his degree in Finance from ASU and graduated Cum Laude. Outside of work he enjoys playing golf, working out and fishing. As an avid San Francisco 49ers fan, he enjoys following all things sports in his free time.
Kyle was born in Miami, Florida but grew up in the Bay Area of California before moving to Arizona to Attend Arizona State University. He earned his degree in Finance from ASU and graduated Cum Laude. Outside of work he enjoys playing golf, working out and fishing. As an avid San Francisco 49ers fan, he enjoys following all things sports in his free time.
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Awards and Recognition
Barron's Top 1,500 Financial Advisors: State-by-State
2020-2026 Barron's Top 1,500 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,200 Financial Advisors: State-by-State, Barron's Top 1,000 Financial Advisors: State-by-State)Source: Barrons.com (Awarded 2020-2026). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
PWM Leadership Insights & Outcomes
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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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4677197 (7/2025)
