Phone:
(515) 224-5543(515) 224-5543
The Prairie View Group at Morgan Stanley
Michael WoodsJason Henderson, QPFCMatthew Marckmann, CFP®, RICP®Jeffrey BeierDrew MillerBobby Beier, CFP®
Direct:
(515) 288-6555(515) 288-6555
Toll-Free:
(800) 388-6555(800) 388-6555
Our Mission Statement
A uniquely credentialed, highly experienced and compassionate team serving affluent individuals, families and institutions.
Story and Services
For more than three decades, individuals, families and institutions have trusted us to manage the financial complexities of their lives. The depth and breadth of our team’s skills, credentials and experience offer solutions that simplify complicated situations and provide comprehensive strategies for each unique situation and every stage of your life.
We are proud of our enduring client relationships, which often span generations. Working with affluent individuals and families, we aim to ensure that every financial decision you make supports the highest probability of achieving your goals. We see lives, not account statements.
We believe that succeeding as a group is just as important as succeeding independently, and that our combined strength provides you with more comprehensive, integrated solutions that will serve the unique dynamics, values and priorities of you and your family across generations.
Contact us to find out how we can make a significant difference in your financial life.
We are proud of our enduring client relationships, which often span generations. Working with affluent individuals and families, we aim to ensure that every financial decision you make supports the highest probability of achieving your goals. We see lives, not account statements.
We believe that succeeding as a group is just as important as succeeding independently, and that our combined strength provides you with more comprehensive, integrated solutions that will serve the unique dynamics, values and priorities of you and your family across generations.
Contact us to find out how we can make a significant difference in your financial life.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Clients often find us when the complexity of their financial situation has outgrown their ability or willingness to spend the time managing it.
We want you to use us as a trusted sounding board as well as a place to gain comprehensive counsel that goes beyond what you can research on your own. We offer advice on non-traditional financial solutions, as well as unique perspectives regarding your concerns about living through retirement, integrating greater healthcare challenges into your financial picture, and dealing with worries about higher taxes, family and estate planning in addition to your day-to-day financial needs.
Working together with your attorney, CPA and other advisors, we integrate financial planning and portfolio management with issues of tax, trust, philanthropy, retirement and estate planning needs. We can provide your advisors with key information and detailed plans and analysis about your investment portfolio, net worth and cash flow needs. As a result, we help to ensure that your portfolio and retirement planning solutions incorporate tax strategies that take full advantage of what may be available to you.
We have particular experience in working with affluent families. A solid wealth management plan interweaves your financial matters with your family’s relationships, interests and goals. Our client families often span multiple generations, each with their own specific lifestyle needs and complex wealth portfolios. The plan we build for you can be simple or complicated, but it is designed to evolve along with your family’s changing dynamics, values and priorities.
Disclaimer:
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.
We want you to use us as a trusted sounding board as well as a place to gain comprehensive counsel that goes beyond what you can research on your own. We offer advice on non-traditional financial solutions, as well as unique perspectives regarding your concerns about living through retirement, integrating greater healthcare challenges into your financial picture, and dealing with worries about higher taxes, family and estate planning in addition to your day-to-day financial needs.
Working together with your attorney, CPA and other advisors, we integrate financial planning and portfolio management with issues of tax, trust, philanthropy, retirement and estate planning needs. We can provide your advisors with key information and detailed plans and analysis about your investment portfolio, net worth and cash flow needs. As a result, we help to ensure that your portfolio and retirement planning solutions incorporate tax strategies that take full advantage of what may be available to you.
We have particular experience in working with affluent families. A solid wealth management plan interweaves your financial matters with your family’s relationships, interests and goals. Our client families often span multiple generations, each with their own specific lifestyle needs and complex wealth portfolios. The plan we build for you can be simple or complicated, but it is designed to evolve along with your family’s changing dynamics, values and priorities.
Disclaimer:
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.
Our Clients
We work with a diverse group of individual investors and families, as well as corporations and non-profits, covering a wide range of financial and investment needs. We assist our clients with needs as basic as planning for college expenses and saving for retirement, and with more complex issues such as estate and legacy planning strategies. Working with both Morgan Stanley affiliated experts, and resources available through exclusive third party arrangements, we are able to provide our clients with comprehensive solutions to their most complex financial issues.
Location
1080 Jordan Creek Pkwy
Ste 400N
West Des Moines, IA 50266
US
Direct:
(515) 288-6555(515) 288-6555
Toll-Free:
(800) 388-6555(800) 388-6555
Fax:
(515) 224-5559(515) 224-5559
Meet The Prairie View Group
Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Advisor, Portfolio Management Director, Alternative Investments Director, Qualified Plan Financial Consultant
Phone:
(515) 224-5523(515) 224-5523
Matthew Marckmann, CFP®, RICP®
Senior Vice President, Financial Advisor, Senior Portfolio Manager, Alternative Investments Director
Phone:
(515) 224-5529(515) 224-5529
Phone:
(515) 224-5502(515) 224-5502
Drew Miller
Financial Advisor, Vice President
Phone:
(515) 224-5526(515) 224-5526
Phone:
(817) 820-2262(817) 820-2262
Jacque Richards
Vice President, Group Director
Phone:
(515) 224-5533(515) 224-5533
Gail O'Connor
Senior Registered Associate
Phone:
(515) 224-5512(515) 224-5512
Twila Carlson
Senior Registered Associate
Phone:
(515) 224-5536(515) 224-5536
Jon Hallman
Client Service Associate
Phone:
(515) 283-7087(515) 283-7087
Amy Deever
Registered Client Service Associate
Phone:
(515) 283-7014(515) 283-7014
About Michael Woods
Michael Woods
Executive Director
Alternative Investments Director
Wealth Advisor
Since 1987, Michael Woods has handled the complex needs of high net worth individuals and institutional clients. He places a high premium on delivering quality service while implementing tax-aware strategies that simplify complex financial situations and align with his clients’ goals.
His areas of focus include:
Alternative investments
Portfolio management
Complex financial situations
Individual equities
Tax-exempt bonds
Mike grew up in Iowa and graduated from the University of South Dakota in 1982 with a bachelor’s degree in business administration. He and his wife call West Des Moines home and have two adult children who live in Denver and Los Angeles. Mike’s hobbies include hunting, fishing, golf, travel and spending time with his grandkids.
Contact:
Tel: 515-224-5543
michael.woods@morganstanley.com
Executive Director
Alternative Investments Director
Wealth Advisor
Since 1987, Michael Woods has handled the complex needs of high net worth individuals and institutional clients. He places a high premium on delivering quality service while implementing tax-aware strategies that simplify complex financial situations and align with his clients’ goals.
His areas of focus include:
Alternative investments
Portfolio management
Complex financial situations
Individual equities
Tax-exempt bonds
Mike grew up in Iowa and graduated from the University of South Dakota in 1982 with a bachelor’s degree in business administration. He and his wife call West Des Moines home and have two adult children who live in Denver and Los Angeles. Mike’s hobbies include hunting, fishing, golf, travel and spending time with his grandkids.
Contact:
Tel: 515-224-5543
michael.woods@morganstanley.com
Securities Agent: CA, AL, AR, AZ, CO, DE, FL, GA, IA, IL, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1433351
NMLS#: 1433351
About Jason Henderson
Jason Henderson’s highly personalized and comprehensive wealth management strategies incorporate estate and trust planning strategies, risk management contingencies, long-term income solutions and complex, multi-generational planning.
Jason began his career in 1993, spending eight years as a financial advisor with Dean Witter, before becoming a regional vice president for variable insurance and investment products for two Fortune 500 companies. He returned to Morgan Stanley as a financial advisor in 2004, becoming a Senior Vice President and earning several key designations. In 2013, Jason joined with Michael Woods and Jeffrey Beier to form the Woods Beier Henderson Group at Morgan Stanley. That group merged with the Market Street Group in 2021 to become the Prairie View Group. We believe this combination allows us to offer our clients unparalleled experience and knowledge in helping them simplify their financial lives.
His areas of focus include:
Portfolio management
Financial planning
Retirement income planning
Insurance and annuities
Family wealth planning
Jason was born in Des Moines, Iowa and graduated from Grand View College in 1993 with a bachelor’s degree in business administration. He and his wife Carrie have two children and reside in West Des Moines. Outside of the office, Jason is an avid sports fan and runner.
Contact:
Tel: 515-224-5527
jason.henderson@morganstanley.com
Disclaimer:
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.
Jason began his career in 1993, spending eight years as a financial advisor with Dean Witter, before becoming a regional vice president for variable insurance and investment products for two Fortune 500 companies. He returned to Morgan Stanley as a financial advisor in 2004, becoming a Senior Vice President and earning several key designations. In 2013, Jason joined with Michael Woods and Jeffrey Beier to form the Woods Beier Henderson Group at Morgan Stanley. That group merged with the Market Street Group in 2021 to become the Prairie View Group. We believe this combination allows us to offer our clients unparalleled experience and knowledge in helping them simplify their financial lives.
His areas of focus include:
Portfolio management
Financial planning
Retirement income planning
Insurance and annuities
Family wealth planning
Jason was born in Des Moines, Iowa and graduated from Grand View College in 1993 with a bachelor’s degree in business administration. He and his wife Carrie have two children and reside in West Des Moines. Outside of the office, Jason is an avid sports fan and runner.
Contact:
Tel: 515-224-5527
jason.henderson@morganstanley.com
Disclaimer:
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.
Securities Agent: TX, VA, WA, WI, AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1408357
NMLS#: 1408357
About Matthew Marckmann
Matthew Marckmann, CFP®, RICP®
Senior Vice President
Alternative Investments Director
Senior Portfolio Manager
Financial Advisor
As a Certified Financial Planner™ (CFP®) and Retirement Income Certified Professional™ (RICP®), Matthew Marckmann provides carefully considered and comprehensive solutions to his clients that align their investments with their unique needs and goals. The ultimate goal is financial peace of mind.
Matt joined Morgan Stanley as a financial advisor in 1999 and was included in the 2012 Forty Under 40 list compiled by the Des Moines Business Record.
His areas of focus include:
Portfolio Management
Financial Planning
Retirement Planning
Asset Allocation Strategies
Alternative Investments
Matt’s Iowa roots go back several generations. He grew up on the family’s farm in Fontanelle, Iowa and retains ownership of the property that has been in his family since 1890. Matt earned his bachelor’s degree from Northwest Missouri State University and currently resides in West Des Moines with his wife, Wendy, and daughter, Zoe. Away from the office, Matt enjoys kayaking, working on the farm, attending college football games and running.
In 2008, he received the Golden Hammer Award from the Greater Des Moines Habitat for Humanity organization and has been a board member for many local non-profits. He currently assists the United Way of Central Iowa, Habitat for Humanity, Great Outdoors Foundation and ICON Water Trails.
Contact:
Tel: 515-224-5529
matthew.marckmann@morganstanley.com
Disclaimer:
“40 Under 40”, 03-16-2012, as identified by the Des Moines Business Record. The criteria for the award does not include qualitative or quantitative factors relating to investment performance. The criteria for this award was based upon professional accomplishments and community service/involvement. This rating is not representative of any one client’s experience and is not indicative of the Financial Advisor’s past, present or future performance. Neither Morgan Stanley* nor its Financial Advisors pay a fee to The Des Moines Business Record in exchange for the ranking.
Securities Agent: OH, OK, OR, PA, RI, SC, SD, TN, NY, VA, WA, WI, NV, NJ, NH, NE, NC, MT, MS, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, IA, GA, FL, DE, CO, CA, AZ, AR, AL, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1301140
Senior Vice President
Alternative Investments Director
Senior Portfolio Manager
Financial Advisor
As a Certified Financial Planner™ (CFP®) and Retirement Income Certified Professional™ (RICP®), Matthew Marckmann provides carefully considered and comprehensive solutions to his clients that align their investments with their unique needs and goals. The ultimate goal is financial peace of mind.
Matt joined Morgan Stanley as a financial advisor in 1999 and was included in the 2012 Forty Under 40 list compiled by the Des Moines Business Record.
His areas of focus include:
Portfolio Management
Financial Planning
Retirement Planning
Asset Allocation Strategies
Alternative Investments
Matt’s Iowa roots go back several generations. He grew up on the family’s farm in Fontanelle, Iowa and retains ownership of the property that has been in his family since 1890. Matt earned his bachelor’s degree from Northwest Missouri State University and currently resides in West Des Moines with his wife, Wendy, and daughter, Zoe. Away from the office, Matt enjoys kayaking, working on the farm, attending college football games and running.
In 2008, he received the Golden Hammer Award from the Greater Des Moines Habitat for Humanity organization and has been a board member for many local non-profits. He currently assists the United Way of Central Iowa, Habitat for Humanity, Great Outdoors Foundation and ICON Water Trails.
Contact:
Tel: 515-224-5529
matthew.marckmann@morganstanley.com
Disclaimer:
“40 Under 40”, 03-16-2012, as identified by the Des Moines Business Record. The criteria for the award does not include qualitative or quantitative factors relating to investment performance. The criteria for this award was based upon professional accomplishments and community service/involvement. This rating is not representative of any one client’s experience and is not indicative of the Financial Advisor’s past, present or future performance. Neither Morgan Stanley* nor its Financial Advisors pay a fee to The Des Moines Business Record in exchange for the ranking.
Securities Agent: OH, OK, OR, PA, RI, SC, SD, TN, NY, VA, WA, WI, NV, NJ, NH, NE, NC, MT, MS, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, IA, GA, FL, DE, CO, CA, AZ, AR, AL, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1301140
Securities Agent: KS, WI, WA, VA, TX, TN, SD, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NH, NE, NC, MT, MS, MO, MN, MI, ME, MD, MA, KY, AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1301140
NMLS#: 1301140
About Jeffrey Beier
Jeffrey Beier
Senior Vice President
Wealth Advisor
Alternative Investments Director
Jeffrey Beier has provided custom financial solutions to medium to high net worth individuals and families since 1991. His practice is mainly comprised of medium-to-high net worth individuals and families. He matches his clients’ liquidity and cash flow requirements, risk profile and return objectives with the best available investment resources. Jeff knows that each client’s needs and wishes are different and he works hard to fine tune a portfolio that works for you.
His areas of focus include:
Portfolio management
Mutual funds
Alternative Investments
Individual equities
Jeff was born in Knoxville, Iowa and has lived in Pleasantville, Iowa his entire life. He graduated from the University of Iowa in 1990 with a bachelor’s degree, majoring in finance. Jeff and his wife have two sons, Bobby and Booker. His hobbies include golf, gardening and riding motorcycles.
Contact:
Tel: 515-224-5502
jeffrey.beier@morganstanley.com
Senior Vice President
Wealth Advisor
Alternative Investments Director
Jeffrey Beier has provided custom financial solutions to medium to high net worth individuals and families since 1991. His practice is mainly comprised of medium-to-high net worth individuals and families. He matches his clients’ liquidity and cash flow requirements, risk profile and return objectives with the best available investment resources. Jeff knows that each client’s needs and wishes are different and he works hard to fine tune a portfolio that works for you.
His areas of focus include:
Portfolio management
Mutual funds
Alternative Investments
Individual equities
Jeff was born in Knoxville, Iowa and has lived in Pleasantville, Iowa his entire life. He graduated from the University of Iowa in 1990 with a bachelor’s degree, majoring in finance. Jeff and his wife have two sons, Bobby and Booker. His hobbies include golf, gardening and riding motorcycles.
Contact:
Tel: 515-224-5502
jeffrey.beier@morganstanley.com
Securities Agent: AK, AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1421407
CA Insurance License #: 0K2055
NMLS#: 1421407
CA Insurance License #: 0K2055
About Drew Miller
Drew Miller
Financial Advisor
As a Financial Advisor, Drew Miller focuses on providing solid financial planning solutions for his clients. Since 2016, he has created more than 300 financial plans for clients in the Iowa and Nebraska region. Before joining Morgan Stanley, Drew worked for New York Life in West Des Moines. His solid experience in the insurance industry allows him to provide risk management solutions that are tailored for each client’s unique situation.
His areas of focus:
Portfolio management
Financial planning
Insurance and annuities
Born and raised in West Des Moines, Drew followed in his father Jim’s footsteps and attended Iowa State University, where he frequently volunteered for St. Jude’s Children’s Hospital, an activity he continues to this day. Drew is an active member of the Des Moines Estate Planners and is involved with several other professional networking groups. Drew and his wife, Morgan, currently reside in Waukee. Outside of work, you can find him snow skiing, golfing and watching Cyclone athletics (the good and the bad).
Contact:
Tel: 515-224-5526
drew.miller@morganstanley.com
Financial Advisor
As a Financial Advisor, Drew Miller focuses on providing solid financial planning solutions for his clients. Since 2016, he has created more than 300 financial plans for clients in the Iowa and Nebraska region. Before joining Morgan Stanley, Drew worked for New York Life in West Des Moines. His solid experience in the insurance industry allows him to provide risk management solutions that are tailored for each client’s unique situation.
His areas of focus:
Portfolio management
Financial planning
Insurance and annuities
Born and raised in West Des Moines, Drew followed in his father Jim’s footsteps and attended Iowa State University, where he frequently volunteered for St. Jude’s Children’s Hospital, an activity he continues to this day. Drew is an active member of the Des Moines Estate Planners and is involved with several other professional networking groups. Drew and his wife, Morgan, currently reside in Waukee. Outside of work, you can find him snow skiing, golfing and watching Cyclone athletics (the good and the bad).
Contact:
Tel: 515-224-5526
drew.miller@morganstanley.com
Securities Agent: AL, VA, SC, KY, OH, SD, MI, RI, MA, IA, ME, WI, TX, TN, MO, MT, NH, NV, OR, NJ, OK, MN, AR, CA, CO, AZ, GA, FL, KS, WA, PA, NY, NE, NC, MS, MD, IL, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1780437
NMLS#: 1780437
About Bobby Beier
Bobby Beier is a Financial Advisor with the Prairie View Group at Morgan Stanley. He is a graduate of Iowa State University with a B.S. in Agricultural Business, an MBA from Texas Tech University, and Certificate in Financial Planning from Southern Methodist University. Prior to joining Morgan Stanley, Bobby spent 8 years at Fidelity Investments in their Institutional Wealth Management Services group consulting with Financial Advisors on capital markets, portfolio construction, and platform solutions to help strengthen their offering to individual investors. This experience offered him an inside look at how successful advisors meet the needs of affluent families and individuals, and he now utilizes those insights to develop his own unique wealth management process.
As a second-generation Financial Advisor, Bobby is proud to be part of a team that has over 125 years of combined experience and operates out of Des Moines, Iowa and Dallas-Fort Worth. His role on the team is to help our clients achieve peace of mind with their investments by creating and adopting a comprehensive financial plan. His goal is to understand each client’s unique set of circumstances and then design specific strategies to help achieve those goals. He is also involved in investment manager due diligence and has completed the UniFi by CAIA™ Fundamentals of Alternative Investments program which demonstrates competency in strategies such as private equity, private debt, and hedge funds.
His areas of focus include:
Wealth Management
Alternative Investments
Portfolio Management
Financial Planning
Originally from a small community outside of Des Moines, IA, Bobby now resides on the west side of Fort Worth with his wife Peyton and daughter Charlotte. He remains active in the Fort Worth community via membership of The Fort Worth Club and attending Christ Chapel Bible Church. He also volunteers with ManPower, which is a small group within Christ Chapel that assist widows and single mothers with home maintenance tasks. Outside of the office you can find Bobby watching the Dallas Cowboys, playing golf, running on the Trinity River Trails, or trying out a new recipe with his wife.
As a second-generation Financial Advisor, Bobby is proud to be part of a team that has over 125 years of combined experience and operates out of Des Moines, Iowa and Dallas-Fort Worth. His role on the team is to help our clients achieve peace of mind with their investments by creating and adopting a comprehensive financial plan. His goal is to understand each client’s unique set of circumstances and then design specific strategies to help achieve those goals. He is also involved in investment manager due diligence and has completed the UniFi by CAIA™ Fundamentals of Alternative Investments program which demonstrates competency in strategies such as private equity, private debt, and hedge funds.
His areas of focus include:
Wealth Management
Alternative Investments
Portfolio Management
Financial Planning
Originally from a small community outside of Des Moines, IA, Bobby now resides on the west side of Fort Worth with his wife Peyton and daughter Charlotte. He remains active in the Fort Worth community via membership of The Fort Worth Club and attending Christ Chapel Bible Church. He also volunteers with ManPower, which is a small group within Christ Chapel that assist widows and single mothers with home maintenance tasks. Outside of the office you can find Bobby watching the Dallas Cowboys, playing golf, running on the Trinity River Trails, or trying out a new recipe with his wife.
Securities Agent: DE, PA, AL, NY, WA, OK, NJ, KY, MO, ME, MN, MA, SD, KS, IA, AZ, WI, TX, OR, NV, AR, VA, TN, SC, OH, GA, CA, NE, FL, CO, NH, RI, NC, MT, MS, MI, MD, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 2498202
NMLS#: 2498202
About Jacque Richards
Jacque Richards
Vice President
Group Director
Since 1985, Jacque has provided first-class client service and strategic operational and administrative support to help financial teams manage the complex concerns of affluent clients. Jacque joined Morgan Stanley in 2005 and has served as an assistant to the Complex Manager, a Client Service Associate, a Portfolio Associate and now as a Vice President and Wealth Management Associate with the Prairie View Group.
Jacque was born in Osceola, Iowa and attended Iowa State University. She and her husband have five children and currently reside in Johnston. Jacque’s outside interests include sports, reading, gardening and family.
Contact:
Tel: 515-224-5533
jacque.richards@morganstanley.com
Vice President
Group Director
Since 1985, Jacque has provided first-class client service and strategic operational and administrative support to help financial teams manage the complex concerns of affluent clients. Jacque joined Morgan Stanley in 2005 and has served as an assistant to the Complex Manager, a Client Service Associate, a Portfolio Associate and now as a Vice President and Wealth Management Associate with the Prairie View Group.
Jacque was born in Osceola, Iowa and attended Iowa State University. She and her husband have five children and currently reside in Johnston. Jacque’s outside interests include sports, reading, gardening and family.
Contact:
Tel: 515-224-5533
jacque.richards@morganstanley.com
About Gail O'Connor
Gail O’Connor
Senior Registered Associate
Since 1993, Gail has provided outstanding service to the clients of the teams she works with. As a Senior Registered Associate, she handles all aspects of client administration and operations, coordinates client services and manages daily and ad hoc administration and operations for the benefit of clients.
Gail was born in Des Moines, Iowa and graduated from Iowa State University with a BA degree in speech communications. Gail and her husband have 7 children. In her free time, Gail enjoys going to her family's lake house in Clear Lake, IA and spending time and traveling with her daughters.
Contact:
Tel: 515-224-5512
gail.oconnor@morganstanley.com
Senior Registered Associate
Since 1993, Gail has provided outstanding service to the clients of the teams she works with. As a Senior Registered Associate, she handles all aspects of client administration and operations, coordinates client services and manages daily and ad hoc administration and operations for the benefit of clients.
Gail was born in Des Moines, Iowa and graduated from Iowa State University with a BA degree in speech communications. Gail and her husband have 7 children. In her free time, Gail enjoys going to her family's lake house in Clear Lake, IA and spending time and traveling with her daughters.
Contact:
Tel: 515-224-5512
gail.oconnor@morganstanley.com
About Twila Carlson
Twila Carlson
Senior Registered Associate
Since 1998, Twila has provided financial advisory teams with prompt, courteous, reliable and focused customer service. As a registered associate, she can assist clients with unsolicited trade requests. Twila’s depth of experience provides her with the skills and keen ability to anticipate, plan and perform the effective administration of the team’s clientele. She currently lives with her family on a farm near Madrid.
Contact:
Tel: 515-224-5536
twila.carlson@morganstanley.com
Senior Registered Associate
Since 1998, Twila has provided financial advisory teams with prompt, courteous, reliable and focused customer service. As a registered associate, she can assist clients with unsolicited trade requests. Twila’s depth of experience provides her with the skills and keen ability to anticipate, plan and perform the effective administration of the team’s clientele. She currently lives with her family on a farm near Madrid.
Contact:
Tel: 515-224-5536
twila.carlson@morganstanley.com
About Jon Hallman
As a Client Service Associate, Jon Hallman excels in delivering exceptional service and precise data to clients. Prior to joining the firm, he contributed his talents to Athene's derivative operations team in West Des Moines, and earlier, gained valuable experience at Principal Financial Group on their portfolio accounting team. Jon's comprehensive knowledge of investment operations enables him to offer research and insights across a diverse array of financial instruments.
With nearly 15 years of residency in Iowa, Jon has seamlessly integrated into the community after spending the formative years of his childhood in New Jersey. He earned his bachelor's degree in finance and a certificate in leadership studies from the University of Iowa. Committed to giving back to the community, Jon actively engages with organizations such as the United Way of Central Iowa and DMARC. Outside of the office, Jon enjoys refining his golf skills, delving into mystery novels, exploring new restaurants with friends, and indulging in anything sports related.
With nearly 15 years of residency in Iowa, Jon has seamlessly integrated into the community after spending the formative years of his childhood in New Jersey. He earned his bachelor's degree in finance and a certificate in leadership studies from the University of Iowa. Committed to giving back to the community, Jon actively engages with organizations such as the United Way of Central Iowa and DMARC. Outside of the office, Jon enjoys refining his golf skills, delving into mystery novels, exploring new restaurants with friends, and indulging in anything sports related.
About Amy Deever
How I can help:
As a problem solver with a keen attention to detail, I provide comprehensive client support services. I have an exceptional ability to multi-task and take pride in finding the positive in any situation. Working with clients is my favorite part of my role and I am dedicated to building meaningful relationships with every client I serve. I handle the day-to-day client requests, onboarding, basic reporting, and strive to manage all communications both promptly and efficiently.
What makes me knowledgeable:
Prior to joining Morgan Stanley in 2021, I worked in several client care and administrative support roles for more than a two decades. My vast experience has helped me to refine my exceptional client service skills. I hold the FINRA Series 66 and 7 professional licenses and earned my associate degree in business administration from Colorado Technical University.
Getting to know me:
I live in Des Moines with my husband, Ken. We have one adult son named Kenny. Outside of the office, I enjoy gardening, reading, and cooking. I am actively involved in my church and teach Sunday school.
As a problem solver with a keen attention to detail, I provide comprehensive client support services. I have an exceptional ability to multi-task and take pride in finding the positive in any situation. Working with clients is my favorite part of my role and I am dedicated to building meaningful relationships with every client I serve. I handle the day-to-day client requests, onboarding, basic reporting, and strive to manage all communications both promptly and efficiently.
What makes me knowledgeable:
Prior to joining Morgan Stanley in 2021, I worked in several client care and administrative support roles for more than a two decades. My vast experience has helped me to refine my exceptional client service skills. I hold the FINRA Series 66 and 7 professional licenses and earned my associate degree in business administration from Colorado Technical University.
Getting to know me:
I live in Des Moines with my husband, Ken. We have one adult son named Kenny. Outside of the office, I enjoy gardening, reading, and cooking. I am actively involved in my church and teach Sunday school.
Contact Michael Woods
Contact Jason Henderson
Contact Matthew Marckmann
Contact Jeffrey Beier
Contact Drew Miller
Contact Bobby Beier
Wealth Management
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2Alternative 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.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4When 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.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2Alternative 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.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4When 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.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
