Our Story

The Paladin Group at Morgan Stanley advocates for the needs of successful families and their business interests. With almost a century of collective experience, we understand that your achievements often come with new concerns about preserving your lifestyle, minimizing your tax burden, and properly preparing your heirs. We believe that the complexity of the problems you face requires time, knowledge, and judgment delivered by a team dedicated to wealth management.  Our team is purposefully designed to deliver the strengths of each member to our clients.  Because the Paladin Group is part of Morgan Stanley, we can also provide the depth and breadth of one of the world’s most respected wealth management firms. With a deep-seated dedication to long-term client relationships, our group fully engages our clients in the service of the people, causes, and goals that they cherish.  We invite you to explore the following pages to understand the unique way that we can serve you.
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Our Clients

The Paladin Group’s clientele is largely comprised of successful families and their business interests. Many of our clients are in or nearing retirement, a time which presents many questions and challenges, including healthcare, housing, taxes, generating retirement income, and more. We also have a significant portion of our clientele that are successful executives focused on building wealth, protecting their families, and managing the risks associated with their position. To this end, we are affiliated with many of Morgan Stanley’s Stock Plan clients, and have a presence at major publicly traded companies in and around the Triangle.

Working With You

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The Paladin Group’s clients enjoy a consultative process that begins with deep discovery. We believe the foundation of any productive relationship is a thorough understanding of a family’s values, goals, and concerns. We accomplish this understanding by asking good questions and listening attentively.

We then collaborate with our clients to proactively and regularly engage them on various topics such as markets, estate planning strategies, insurance, and more. We find this disciplined communication improves the experience of our clients.
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The Paladin Group at Morgan Stanley advocates for the needs of successful executives and their families. We understand that your achievements often come with the need for a comprehensive financial plan that identifies your unique goals, accounts for complex equity compensation issues, and helps assure that you are making smart decisions to achieve all that is important to you.

Location

3800 Glenwood Ave
Ste 500
Raleigh, NC 27612
US
Direct:
(919) 785-7162(919) 785-7162
Toll-Free:
(855) 830-0665(855) 830-0665

Meet The Paladin Group

About Bob Randolph

For 35 years at Morgan Stanley, Bob Randolph has put into practice the belief that the long term financial success of his clients must first begin with a complete review of their financial circumstances and a thorough understanding of their goals. From his pre-advisor years managing logistics for a major chemical company, Bob has always understood the importance of proper planning and execution.

With his B.S. in Business Administration from Penn State and after post-Graduate studies at the University of Pittsburgh, Bob began his current career in 1984 with a predecessor firm of Morgan Stanley in Raleigh.

Bob’s historical experience with two major bull and bear markets over the past three decades has garnered his intense interest in understanding risks while designing appropriate strategies that can keep clients on track to help meet their goals. In addition to servicing the needs of our clients, he leads the team’s investment committee and is our primary resource for client estate planning strategies and trust services

As an active member of the Raleigh community, Bob was the Chair of the Finance Council at St. Francis of Assisi Catholic Church, a long-time member of the Rotary Club of Raleigh, a tutor for Communities in Schools of Wake County and a member of the WakeMed Society of 1961. He and his wife Maryanne raised their three grown children in Raleigh and now reside in the Warehouse District downtown.
Securities Agent: AZ, IA, UT, NH, GA, WA, TX, PA, MS, TN, NC, DC, NY, ND, IL, VA, MN, MI, ME, MD, KS, CA, WY, NJ, MA, LA, HI, DE, AL, VT, FL, CT, CO, SC, OH; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1430995

About Vann Russell

As a 25 year industry veteran, Vann Russell began his financial service career in 1994 and has worked at Morgan Stanley or its predecessor firms since 2001. Vann has extensive North Carolina roots and an extended family with long professional, political and business history in North Carolina. Vann is a native of Raleigh with strong ties to the local community. He and his wife Caroline have been influential in organizing Artsplosure, the city’s annual Arts Festival. Vann has also served in an advisory capacity with the Carolina Country Club. At Morgan Stanley, Vann holds the title of Senior Vice President and the designation as a Family Wealth Advisor. Throughout his career, Vann has taken a strong interest in helping corporate executives execute diversification strategies and he takes the lead for our team in consulting clients on concentrated stock positions and hedging strategies. As part of the team’s commitment to comprehensive financial planning, Vann also works closely with tax advisors and planning attorneys as part of our commitment to help successful clients and their families meet their most important goals.

Vann received a BA degree from Hampden-Sydney College and remains active in the Alumni Association.

Vann resides in Raleigh, North Carolina with his wife and two children. He attends Edenton Street United Methodist Church and has worked with numerous other charities through the years. He also enjoys spending time with his family, running, fishing, and playing golf.

Diversification does not guarantee a profit or protect against loss in a declining financial market.
Securities Agent: LA, MD, PA, NY, HI, FL, DC, TN, DE, NH, MS, MA, UT, SC, ME, KS, CO, GA, CA, IA, CT, AZ, WY, ND, MN, VT, VA, TX, NJ, NC, IL, AL, WA, MI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1426086

About Bill Nave

Bill Nave began his career in the shadows of the financial crisis in 2010 and saw this time as an opportunity to help families navigate uncertainty and decided to begin his path towards becoming a dedicated financial advisor. Educating clients sparked a deep interest in Bill. Bill takes the lead in business development and serves as the go-to person for equity compensation related issues. In addition, he is the author of our team’s quarterly newsletter.

Bill’s belief is to leave things better than he found them; his current charitable work includes the Society of Saint Vincent de Paul - Our Lady of Lourdes, Catholic Charities of the Diocese of Raleigh, Junior Achievement of Eastern North Carolina, the St. Anthony Foundation, Samaritan's Purse, and the ALS Association. Within Morgan Stanley, he is a former board member of the Association of Professional Investment Consultants (APIC), which is focused on the betterment of the practices of Morgan Stanley Financial Advisors.

A native of Virginia Beach and a graduate of UNC-Wilmington, it’s no surprise that Bill’s favorite hobby is surfing, which he practices on North Carolina's many beaches as well as abroad. In addition to his native English, Bill also speaks Spanish & Italian, and is currently studying French & Latin. Bill also enjoys reading, Brazilian jiu-jitsu, swimming, travelling, and spending time with his wife Maddie and boxer Frankie.
Securities Agent: TX, MS, IL, KS, CA, GA, UT, TN, NY, NJ, ND, LA, HI, DE, WA, VT, FL, AZ, IA, MD, SC, MN, ME, CO, MA, AL, PA, MI, DC, NH, NC, CT, WY, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1428680

About Ginny Whitley

Drawing on 19 years of diverse financial industry experience as a Consulting Group Analyst, Portfolio Associate, and a Wealth Management Associate, Ginny brings an experienced perspective to the service of our clients. She helps ensure that client’s needs are met with efficiency, professionalism, and extreme attention to detail. Ginny’s knowledge of Morgan Stanley’s financial planning tools and dedication to constructing individualized solutions allows her to take an active role in our clients by creating comprehensive plans tailored to their specific needs, challenges, and goals. By incorporating their current assets, investment outlook and specific risk tolerance, she seeks to recommend efficient and realistic ways to help clients meet their financial objectives. Ginny also manages the team by administering their client service model and organizational structure.

Prior to joining The Paladin Group in 2006, Ginny began her career with Morgan Stanley in 2000 as a part-time employee while attending college and joined the firm full-time in 2005. Ginny graduated from Meredith College and received a Bachelor of Science degree in Business Administration with an emphasis in Computer Science and Finance.

Growing up in Newport, North Carolina, Ginny’s favorite place to be outside of work is the beach. She enjoys traveling, being outdoors, volunteering in her son’s various interests and spending time with her family. Ginny and her husband, Ben, make their home in Clayton, North Carolina, with their son, Rylan.
Securities Agent: VA, DE, TX, NJ, MS, CA, UT, SC, IA, AL, TN, ND, DC, AZ, WY, WA, NH, CT, MN, KS, CO, NC, MA, GA, HI, IL, PA, NY, FL, VT, MI, ME, MD, LA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1767241

About Erin Beavers

As a Portfolio Associate, Erin brings to her role on the team a broad range of experience. Prior to joining Morgan Stanley in 2013, Erin worked for six years as a paralegal in a local law firm then honed her customer service skills through four subsequent years traveling as a national trainer for Chick-fil-A. During her time as a paralegal, Erin worked closely with estate planning and real estate attorneys and is able to bring important knowledge of wills and trusts to support the legacy planning portions of our team’s mission. Her customer service training background, love of people, personal warmth, and sincere desire to serve our clients is front and center in her daily work. Her duties encompass appointment scheduling and preparation, client digital support services, account trading and other administrative duties inherent with the daily operation of our practice.

Erin received her BS in Business Administration from East Carolina University in Greenville, NC. She also holds the necessary securities license to process client investment orders.

Erin resides in Clayton, North Carolina with her husband and children. She serves with her husband on the Youth Staff of the Temple of Pentecost in Raleigh, NC, where she and her husband are active members. She enjoys spending time with her family, running, exploring new places and creating memorable adventures for her children.

About Mita Kapila

Mita began her career at Morgan Stanley in 2014 and was quickly intrigued by the high standard of service that advisors provide for their clients in helping them achieve their financial goals. She focuses on providing an outstanding client experience by maintaining attention to detail, a swift response standard and a thorough knowledge of Morgan Stanley’s capabilities. Often one of the first members of the team to assist clients with their needs, Mita’s friendly and professional manner sets the tone for our commitment to provide a congenial and supportive culture in the service of our clients. In addition, with her excellent organization skills, fresh thinking, and desire to streamline processes, she has become an essential part of The Paladin Group at Morgan Stanley.

Mita obtained her Bachelor of Science degree in business administration with a concentration in Finance in 2012 from East Carolina University and obtained her Master in Business Administration from North Carolina Central University in 2014. Finance has always been a strong interest for Mita and she thoroughly enjoys being a part of helping clients with their full financial picture.

Mita lives in Morrisville with her husband, Atul. During her free-time, she enjoys cooking, traveling the world, and spending time her family and friends.

About Justin Johnson

Justin began his career with Morgan Stanley in 2022. As a Registered Associate, Justin strives to provide an exceptional client experience while helping clients meet their financial goals. His duties consist of processing funds transfers and account forms, scheduling appointments, responding to client requests and other administrative duties required for the efficient daily operation of our practice.

Justin earned his Bachelor’s degree in Business Administration from Campbell University, with a major in Trust and Wealth Management and a minor in Financial Planning.

Justin lives in Benson, North Carolina with his wife Blair. During his free time, he enjoys hunting, fishing, grilling, and spending time outdoors. Justin is an avid conservationist, volunteering with various organizations to preserve wildlife habitat and introduce youth to the outdoors.

About Buzzy Russell

Harold “Buzzy” Russell began his career with Morgan Stanley in 2024. As a Client Service Associate, Buzzy strives to ensure that all clients receive an exceptional level of service. Growing up in the shadows of the 2008 financial crisis, Buzzy has always had a keen interest in the markets’ performance and in helping others so that they can better handle life’s financial hurdles.
Buzzy is a Raleigh native who attended North Carolina State University to study Finance and History. While at NC State Buzzy, was able to study history at the University of Oxford through the University Honors Program, as well as studying business at University College London.
In his free time, Buzzy enjoys watching NC State athletics, fishing, golfing, traveling, and exercising. He attends Edenton Street United Methodist Church.
Wealth Management
From Our Team

THE PRUDENT PALADIN 4TH QUARTER 2024 NEWSLETTER - OVERCOME BY ENDURANCE


Wealth Management
Global Investment Office

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1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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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.

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3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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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.

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6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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7Morgan 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.

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8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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10When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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11When 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.

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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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Awards Disclosures
CRC 6491812 (04/2024)