About Us

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Professional Portfolio Management3
  • Retirement Planning4
  • Corporate Retirement Plans5
  • 401(k) Rollovers
  • Estate Planning Strategies6
  • Annuities7
  • Life Insurance8
  • Long Term Care Insurance9
  • Lending Products
  • Planning for Education Funding10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
As your life evolves, not only does your financial strategy become more complex, but your options for implementing it increase as well. We use a process that measures success by how you are progressing toward meeting the goals most important to you. This thoughtful approach enables us to design and implement appropriate solutions to guide you in helping achieve and maintain financial success.

Step 1: Understanding You
We begin with an in-depth conversation to understand your goals and the goals of your family, the concerns you have and what you ultimately would like to achieve.

Step 2: Analyzing Your Needs
Next, we review your current and future financial situation, identify the likelihood of reaching your goals, and help address any potential shortfalls of the impact of unexpected life events. In this step, we'll also reach out to your CPA and estate attorney to understand your existing tax and estate plans, so we may coordinate our strategies.

Step 3: Tailoring a Solution for Your Specific Goals
Here, we'll prepare a comprehensive wealth management plan that can address your individual income and cash flow needs, investment objectives and guidelines, and risk/return parameters.

Step 4: Implementing Your Plan
With our guidance, you'll have access to a comprehensive array of strategies, services, and programs that work in tandem to help grow, preserve and transfer wealth, while remaining aligned with your personal goals and aspirations.

Step 5: Monitoring Results and Consistent Communication
The cornerstone of our practice, we oversee your progress on a daily basis and review the performance through ongoing calls and meetings. We may recommend adjustments over time, due to changing market conditions or changes in your circumstances, to help you stay on track towards achieving your goals.

    Location

    6410 Poplar Avenue
    Ste 600
    Memphis, TN 38119
    US
    Direct:
    (901) 766-8607(901) 766-8607
    Fax:
    (901) 567-2455(901) 567-2455

    Meet The Powell Group

    About Me

    Helping you achieve financial success is Walter's first priority. He takes a simple approach when it comes to investing for your future. As a part of his process he takes the time to understand your goals and how you want to use your assets. He prides himself on his communication and transparency with his clients, thoughtfully and with purpose setting expectations from the start of your relationship with him. Walter truly loves what he does and does not think of his role as your advisor as a job,. By becoming a client of his, you are thought of as an extension of his family.
    Walter earned his B.A. in Business Administration from Rhodes College. Following graduation he joined Deloitte and Touche LLP as a consultant gaining extensive knowledge in estate and tax planning strategies. Walter joined Morgan Stanley predecessor firm Robinson Humphrey in 1994. Over the course of his 20+ year career he has gained incredible experience and understanding of the financial markets and their cyclical behavior.
    Walter is a proud parishioner of Grace Evangelical Church. In his time away from the office Walt enjoys spending time with his family and exercising.
    Securities Agent: TN, WY, WI, WA, VA, UT, TX, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NH, NE, ND, NC, MT, MS, MO, MN, MI, MA, LA, KY, KS, IN, IL, GA, FL, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1120676

    About Me

    As a Financial Advisor, Danielle's goals are to elevate our client's experience by building lasting relationships so we are able to offer you a comprehensive and personalized financial strategy. Danielle began her financial services career in 2006 after graduating from the University of Memphis with a B.A. in Finance. She joined Morgan Stanley in 2010 and began her partnership with Walt in 2012.
    When Danielle is not serving her clients she enjoys spending time with her husband, John and their two daughters Emma and Evelyn. Maintaining her competitive spirit as a collegiate softball player, Danielle also stays active coaching her daughters in softball and spending time at Pickwick Lake with her family and friends. The Humphrey's are proud parishioners of Life Fellowship Church Southaven Campus.
    Securities Agent: TN, WY, WV, WI, WA, VA, TX, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, NC, MT, MS, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, GA, FL, DE, DC, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1828661
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

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    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

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

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

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

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

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

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

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

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    Morgan Stanley and Justin Rose: A Winning Team

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    Your Financial World. On the Go.

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    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

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

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    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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    Ready to start a conversation? Contact The Powell Group today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Morgan Stanley 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.

    3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    4Morgan 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.

    5Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    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.

    7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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

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

    10Morgan 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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    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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