Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Advisor, Portfolio Management Director, Lending Specialist
The Phillips Point Group at Morgan Stanley
West Palm Beach:
(561) 650-7500(561) 650-7500
Toll-Free:
(866) 325-7258(866) 325-7258
Our Mission Statement
The Phillips Point Group is dedicated to bringing our clients clarity and confidence to their financial lifestyle.
Welcome
The Phillips Point Group came about from our desire to build a process oriented advisory business that offers clients a customized experience centered around Financial Planning, investment management and client service excellence.
By combining the vast amount of resources available to us through Morgan Stanley as well as our own individual experience we are able to provide a powerful platform for our clients to access.
We have designed our team with specific areas of focus so we may deliver a strategy curated to address the unique needs of each client, their family, or business:
By combining the vast amount of resources available to us through Morgan Stanley as well as our own individual experience we are able to provide a powerful platform for our clients to access.
We have designed our team with specific areas of focus so we may deliver a strategy curated to address the unique needs of each client, their family, or business:
- Certified Financial Planner concentrating on retirement strategies, inter-generational wealth transfers, and charitable giving strategies.
- Certified Investment Management Analyst provides hands-on personalized financial strategy for each client's individual needs.
- Client Risk Management using Morgan Stanley's best-in-class platform, Aladdin.
- Well versed in Alternative Investments, with access to Morgan Stanley's leading platform for the creation of separate account private equity, hedge fund and real estate portfolios.
- Operations professional devoted to all things account management, cash management needs, and the highest level of client service.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A Structured Planning Process
At The Phillips Point Group, we are committed to helping families & individuals understand the new challenges they face and how to meet those challenges successfully.
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing a suitable risk tolerance that will ultimately help you achieve the financial outcome you envision for yourself.
Step 3: Financial Plan Presentation
Financial plan presentations map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining all relevant financial information provides a holistic asset allocation analysis for all of your accounts ensuring a comprehensive financial plan.
Step 4: Action Items / Next Steps
After the financial plan presentation, we will follow up with you regarding our analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits and insurance coverage.
Step 5: Implementation Meeting
The implementation meeting focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving and benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, we will be constantly monitoring your assets and analyzing your performance tracking data to ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always addressed.
Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Media and Research
Morgan Stanley seeks to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future, and why. The links below provide in-depth analysis on interesting topics that are affecting the worlds of business and finance not only now, but in the future.
Ideas Library
See the full archive of Ideas for perspective on what's shaping the world today, and tomorrow. Topics include global equities, fixed income, monetary policy and more.
Learn MoreLocation
777 S Flagler Drive
Suite 700E
West Palm Beach, FL 33401
US
Direct:
(561) 650-7500(561) 650-7500
Toll-Free:
(866) 325-7258(866) 325-7258
Fax:
(561) 337-2223(561) 337-2223
Meet The Phillips Point Group
Christopher Nagle
Senior Vice President, Financial Advisor
Jeremy Doucette, CIMA®
Business Development Associate
About Austin J Warrin
Austin grew up in Orchard Park, NY, outside of Buffalo with a history teaching mother and an entrepreneurial insurance agency owner father. Together they taught the value of studying history while keeping an open eye to the endless possibilities of the future, two traits that continue to mold his vision for the financial planning practice today. Austin left the Buffalo area to attend Stetson University in Deland, FL, where he graduated with a BS in Finance and a concentration in Portfolio Management in 1997. Although he left Buffalo, he remains an Avid Buffalo Sports Fan.
Immediately after college, Austin Joined Merrill Lynch in Jacksonville FL as a securities lending analyst in their credit corporation. In 1999 he launched his career as a Financial Advisor, moving to Merrill Lynch’s flagship office in New York City. While there, Austin was a founding member of a 13-person financial planning team also instrumental in working with clients whose company had successfully completed an Initial Public Offering (IPO), which at the time had been the largest in US History.
In December of 2008, seeing an opportunity to further build on the type of planning practice he envisioned, Austin joined Morgan Stanley in Midtown Manhattan. In the years following, Austin continued to provide and improve upon his solutions to client's holistic wealth management needs. Austin believes that each client deserves a customized multi-solution approach to achieving their individualized goals while striving to build on year-over-year financial improvements to their balance sheet. To accomplish this, he stresses open communication, a structured review process, and a sound operational platform to build more complex ideas off of.
In 2015, After 16 years of living in and around Manhattan, Austin, his Wife Jane, son Eli and the two family dogs Tebow & Sadie moved to the West Palm Beach FL area. Today, the business continues to look to the future as he and three colleagues have formed The Phillips Point Group, a multi-dimensional full-service wealth advisory team.
Personally, Austin enjoys spending time with his family and summers at their Cape May NJ home, golfing and traveling. Professionally, Austin is a First Vice President and holds the CERTIFIED FINANCIAL PLANNER, Family Wealth Advisor, and Portfolio Manager Designations.
Immediately after college, Austin Joined Merrill Lynch in Jacksonville FL as a securities lending analyst in their credit corporation. In 1999 he launched his career as a Financial Advisor, moving to Merrill Lynch’s flagship office in New York City. While there, Austin was a founding member of a 13-person financial planning team also instrumental in working with clients whose company had successfully completed an Initial Public Offering (IPO), which at the time had been the largest in US History.
In December of 2008, seeing an opportunity to further build on the type of planning practice he envisioned, Austin joined Morgan Stanley in Midtown Manhattan. In the years following, Austin continued to provide and improve upon his solutions to client's holistic wealth management needs. Austin believes that each client deserves a customized multi-solution approach to achieving their individualized goals while striving to build on year-over-year financial improvements to their balance sheet. To accomplish this, he stresses open communication, a structured review process, and a sound operational platform to build more complex ideas off of.
In 2015, After 16 years of living in and around Manhattan, Austin, his Wife Jane, son Eli and the two family dogs Tebow & Sadie moved to the West Palm Beach FL area. Today, the business continues to look to the future as he and three colleagues have formed The Phillips Point Group, a multi-dimensional full-service wealth advisory team.
Personally, Austin enjoys spending time with his family and summers at their Cape May NJ home, golfing and traveling. Professionally, Austin is a First Vice President and holds the CERTIFIED FINANCIAL PLANNER, Family Wealth Advisor, and Portfolio Manager Designations.
Securities Agent: SC, TN, PA, OR, CT, VT, NV, FL, AZ, AL, NY, NJ, NC, MD, CO, TX, NM, MA, IN, GA, MN, MI, KY, DE, CA, WA, VA, OH, IL, RI, ME; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278840
CA Insurance License #: 0F19545
NMLS#: 1278840
CA Insurance License #: 0F19545
About Christopher Nagle
Christopher, as a Senior Vice President and Financial Advisor, has devoted his entire 15+ year career to Morgan Stanley in the field of finance.
With nearly two decades of dedicated experience in the wealth management industry, Chris specializes in helping clients navigate complex financial landscapes to achieve their long-term goals. Throughout his career, Chris has cultivated a deep expertise in alternative investments, leveraging non-traditional asset classes to help diversify portfolios and optimize risk-adjusted returns. His practice is uniquely tailored to serve a select group of founders, C-suite executives, and high-net-worth individuals who require sophisticated, forward-thinking strategies. By combining the use of artificial intelligence and Aladdin, the firms best in class risk-analytics platform, along with a personalized approach, Chris works closely with each client to align their wealth with their broader personal and professional aspirations. Based in Palm Beach County, Chris is committed to delivering institutional-caliber guidance with the discretion and dedication his clients deserve.
Chris is a graduate of Pennsylvania State University with a degree in Speech Communications and minor in Business. He and his wife, Candace, have 2 daughters, Avery and Amelia. Chris enjoys spending time with his family and is an avid golfer.
With nearly two decades of dedicated experience in the wealth management industry, Chris specializes in helping clients navigate complex financial landscapes to achieve their long-term goals. Throughout his career, Chris has cultivated a deep expertise in alternative investments, leveraging non-traditional asset classes to help diversify portfolios and optimize risk-adjusted returns. His practice is uniquely tailored to serve a select group of founders, C-suite executives, and high-net-worth individuals who require sophisticated, forward-thinking strategies. By combining the use of artificial intelligence and Aladdin, the firms best in class risk-analytics platform, along with a personalized approach, Chris works closely with each client to align their wealth with their broader personal and professional aspirations. Based in Palm Beach County, Chris is committed to delivering institutional-caliber guidance with the discretion and dedication his clients deserve.
Chris is a graduate of Pennsylvania State University with a degree in Speech Communications and minor in Business. He and his wife, Candace, have 2 daughters, Avery and Amelia. Chris enjoys spending time with his family and is an avid golfer.
Securities Agent: OR, NY, NJ, NC, NM, VA, TX, MI, DE, CA, OH, ME, MD, FL, WA, AL, SC, IL, GA, CO, MN, KY, PA, NV, CT, RI, VT, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1275606
CA Insurance License #: 4160552
NMLS#: 1275606
CA Insurance License #: 4160552
About Jeremy Doucette
Jeremy Doucette graduated from Farmingdale State College with a bachelor’s degree in Business Management and a specialization in Legal Studies. Jeremy spent time during his higher education working for a NY District Attorney & The New York State Assembly. As an NCAA athlete, Jeremy played Division III lacrosse as a goalie.
Originally from Long Island, NY, Jeremy moved to South Florida in 2022 to further his career in West Palm Beach with Morgan Stanley. Prior to that, Jeremy began his career at Merrill Lynch, where he started in the mail room and worked his way to a Registered Associate.
Jeremy understands things are always changing, and to provide clients with the best in-class service, he continues to enhance his knowledge. Jeremy pursued the "Certified Investment Management Analyst®" designation, awarded by the Investments & Wealth Institute™, through the executive education program at The University of Chicago Booth School of Business. His accomplishment was quickly applied to the success of clients through diligent portfolio management.
Jeremy spends his time away from the office pursuing athletics, continuing his education, or visiting family on Long Island. You can usually find him enjoying Florida's active lifestyle.
Originally from Long Island, NY, Jeremy moved to South Florida in 2022 to further his career in West Palm Beach with Morgan Stanley. Prior to that, Jeremy began his career at Merrill Lynch, where he started in the mail room and worked his way to a Registered Associate.
Jeremy understands things are always changing, and to provide clients with the best in-class service, he continues to enhance his knowledge. Jeremy pursued the "Certified Investment Management Analyst®" designation, awarded by the Investments & Wealth Institute™, through the executive education program at The University of Chicago Booth School of Business. His accomplishment was quickly applied to the success of clients through diligent portfolio management.
Jeremy spends his time away from the office pursuing athletics, continuing his education, or visiting family on Long Island. You can usually find him enjoying Florida's active lifestyle.
CA Insurance License #: 4316255
Contact Austin J Warrin
Contact Christopher Nagle
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact The Phillips Point Group today.
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 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
2Morgan 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.
3When 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.
4Morgan 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.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan 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
2Morgan 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.
3When 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.
4Morgan 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.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
