Welcome

For more than 16 years, the Prospector Group at Morgan Stanley has been helping clients achieve their financial goals in today’s complex global marketplace. We offer experience, intellectual capital and dedicated personal service to all of our corporate and individual clients. Through Morgan Stanley’s Global Wealth Management Group, we deliver customized wealth management solutions to families, corporations, entrepreneurs and senior executives. Together with our dedicated personal service, the Prospector Group is positioned to be a powerful resource for your individual and corporate financial needs.
Services Include
  • 401(k) Rollovers
  • Asset Management1
  • Business Succession Planning2
  • Corporate Cash Management
  • Corporate Retirement Plans3
  • Executive Financial Services4
  • Financial Planning5
  • Life Insurance6
  • Retirement Planning7
  • Sustainable Investing8
  • Wealth Management9
  • Divorce Financial Analysis10
  • Planning for Individuals with Special Needs11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

We are committed to:
• Providing exceptional service with objectivity, understanding and concern.
• Creating generational relationships built on a foundation of trust and integrity.
• Helping our clients achieve their long term financial goals through holistic wealth planning.

No matter how complex your financial situation, the Prospector Group at Morgan Stanley can help you preserve and build your wealth. We begin each relationship with an in-depth discovery process that includes an assessment of your current financial position, review the risk management parameters and determine short and long term needs. Working together, we will develop and implement a comprehensive financial plan that complements our clients’ objectives while periodically reviewing these factors to incorporate any updates. You will always receive a high level of personal attention and service which will allow us to provide you with ongoing personal and customized solutions.

Financial Planning Questionnaire

The Morgan Stanley wealth management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life — your investments and your cash management needs — making sure they align with your goals and wealth management plan.

We have access to a sophisticated suite of tools to help you implement the Morgan Stanley wealth management process designed to help you achieve your goals.

To begin your complementary Financial Planning Analysis, please click the link below to complete our Financial Planning Questionnaire.

Location

1441 W. Ute Blvd
Suite 180
Park City, UT 84098
US
Direct:
(435) 645-2776(435) 645-2776
Toll-Free:
(800) 841-7664(800) 841-7664

Meet The Prospector Group

About Me

Experience
2002 – Present: Morgan Stanley*
Vice President
Park City, UT

1998-2002 Town Bank
Assistant Vice President
Delafield, WI


Education
University of Wisconsin-Milwaukee, 2001, Master's in Business Administration
Santa Clara University - Leavey School of Business, 1993, Bachelor in Finance

Distinctions
Blue Chip Award - Smith Barney
Securities Agent: UT, WY, WI, VA, TX, TN, SC, RI, PA, OR, OK, NH, NC, MS, MO, MI, MD, MA, LA, KS, IL, ID, HI, GA, FL, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1326711
CA Insurance License #: 0D97388

About Me

Experience
2013 – Present: Morgan Stanley*
Financial Advisor
Park City, UT

2009 – Present: Deer Valley Resort
Mountain Host and Hiking Guide
Park City, UT

2009 – 2013: Jupiter Peak Financial
Owner
Park City, Utah

Education
University of Colorado-Boulder, 1998, Bachelor in Marketing and Tourism Management
Securities Agent: UT, WY, WI, VA, TX, SC, RI, PA, OR, OK, NY, NV, NH, NC, MS, MO, MI, MD, MA, LA, KS, IL, ID, HI, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1253089
CA Insurance License #: OJO5957

About Me

Phone: 435-645-2772
Email: Leanne.Wiltse@morganstanley.com
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Ready to start a conversation? Contact The Prospector Group today.
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 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.

3Tax 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.

4Tax 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.

5Morgan 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.

6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

7Morgan 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.

8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

9Morgan 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.

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.

11Morgan 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.

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 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.

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.


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