Ben A. Rast, CFP®, CPWA®
Senior Vice President, Wealth Advisor, Family Wealth Director
Phone:
(803) 343-8990(803) 343-8990
The Rast McFadden Wealth Management Group at Morgan Stanley
Our Mission Statement
We help families navigate the opportunities and challenges of significant wealth with confidence and control.
Recognized on the Forbes Best-In-State Wealth Management Teams in South Carolina List in 2023, 2024, and 2025.
Recognized on the Forbes Best-In-State Wealth Management Teams in South Carolina List in 2023, 2024, and 2025.
A Commitment to Excellence
We are honored to serve a select, exceptional group of clients, all of whom have a unique wealth creation story. Many are busy professionals pursuing greater balance in their lives. Others serve as the caretakers of their family's wealth and need back-up support. Still others are leaders in the business and nonprofit arenas seeking thoughtful and sustainable ways to achieve the long-term goals of their respective organizations.
Typically, our new client families have a minimum of $5 million or more of investable wealth within a single generation. This minimum protects our time to serve the families we work with today, and those we will help in the future. As of January 2025, our team has more than $550 million in assets under management. We are honored to be named to the Forbes Best-In-State Wealth Management Teams list for South Carolina in 2023, 2024, and 2025.
As a multigenerational team serving multigenerational families, we know what it takes to help achieve long-term results. Our consultative approach strives to preserve, grow, and transfer assets and values across generations. We view ourselves as stewards of your wealth, bringing a disciplined process to smart wealth management, while seeking to make a meaningful difference in your life.
Our founder, Ben Rast, holds one of Morgan Stanley's most sought-after credentials: Family Wealth Director. This designation – which is described in greater detail on the next tab of our website – gives our clients access to an extensive range of tools and resources.
As we begin to work together, you will experience a forward-thinking approach emphasizing outstanding service. Innovative by nature, we seek out new capabilities to create greater opportunities that can help build and preserve your wealth. Above all, we value loyalty to each other and aim to become one of the most important relationships to you and your family.
We are proud of the bespoke solutions and premium service we deliver to our clients every day and welcome the opportunity to deliver this same level of excellence to you and your loved ones.
2023-2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Services Include
- Wealth ManagementFootnote1
- Financial PlanningFootnote2
- Executive Financial ServicesFootnote3
- Business Succession PlanningFootnote4
- Trust ServicesFootnote5
- Planning for Individuals with Special Needs and their Families
- Philanthropic ManagementFootnote6
- Estate Planning StrategiesFootnote7
- Endowments and FoundationsFootnote8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
What Is A Family Wealth Director?
Our founder, Ben Rast, holds Morgan Stanley's distinguished designation of Family Wealth Director. This credential – achieved by fewer than four percent of the firm's 15,000 Financial Advisors – places him among an elite group of advisors uniquely qualified to serve the sophisticated needs of ultra-high net worth families.
As a Family Wealth Director, Ben – along with our entire team – has access to an extensive range of resources needed to help families manage the complex, multigenerational challenges of significant wealth. We take an integrated approach that includes family governance, wealth transfer, asset protection, and business succession planning to help you and your family maintain unity as you pass both assets and values across generations.
Our knowledge and insights combined with access to specialty advisory services enable us to deliver a family office-like experience, managing the complexities of your wealth all under one roof. We have the ability to evaluate a broad array of cutting-edge solutions to formulate a tailored strategy for your specific needs, goals and circumstances.
To the right, please see an overview of some the many capabilities we currently offer.
We Can Help You
- Maintain family unity across generations with a focus on family mission, governance, conflict management, and family endowments
- Manage wealth with a long-term view and unwavering focus on your family’s interests
- Protect and transfer your assets efficiently to the next generation and the causes you support
- Develop strategies that pass down family values as well as family assets
- Ease administrative burdens by managing some of the more complex aspects of your life
- Access specialized ultra-high net worth resources tailored specifically to your needs and goals
HELPING NAVIGATE A COURSE TO FINANCIAL SUCCESS
Our goals-based approach focuses on you and your family – where you are today and where you want to go. Working together, we help develop the strategies to get you there while navigating life's challenges and helping you make more informed and confident decisions about your wealth.
- What you should do.
- Why you should do it.
- What it will cost to do it with us.
1: Introduction
Our goal is to make your situation better, while never getting in the way of relationships you have cultivated with professionals you trust. In our initial conversation, we listen carefully to understand your current financial concerns. To determine how we can add value, we schedule a face-to-face meeting and request important financial information.
2: Discovery
We continue our initial dialogue, learning about the values that shape your decisions and identifying any circumstances unique to your situation. We review the documents you prepared and prioritize the goals you want to achieve. We collect all this information so we can analyze it and determine if we are the best fit for your situation.
3: Analysis
In this step, we study your situation to recommend the best possible long-term strategy for you and your family. We may determine another team is better aligned with your particular goals and will offer to make an introduction. Or we may determine we have the skills, knowledge, and experience to serve your unique needs. Either way, we are confident we can help you and will communicate with you promptly.
4: Plan Development
If we agree to move forward, we build upon our initial analysis, utilizing sophisticated planning and risk analysis tools to identify appropriate strategies. We also run various "what if" scenarios, stress-testing each recommendation so we can formalize a comprehensive wealth management plan that aims to align your goals and priorities with your timeframes and risk parameters.
5: Presentation & Implementation
Here, we present your personalized plan in detail with the goal of answering three critical questions:
Based on our discussion, we will refine your plan and begin to implement the strategies presented. We believe in full transparency and will keep you involved each step of the way.
6: First-Class Service
Committed to a concierge experience, we focus on developing longstanding relationships that can provide value to you and your family. We deliver first-class service through our commitment that emphasizes ongoing communication through monthly conversations and social gatherings throughout the year.
Valuable Tools and Resources:
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies that we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
The Rast McFadden Wealth Management Group Quarterly Newsletter
Take a look at our Quarterly Newsletter attached below.
Read the Newsletter Here
Total Wealth Tools
Complete your financial picture with Total Wealth Tools. By linking your account information, you may benefit from more informed wealth planning, more secure data access, and convenient connectivity.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read The Latest Report
Goals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology to help you reach your financial goals.
Learn About Our Planning Tools
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read The Latest Report
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security Center
The Morgan Stanley Minute
Explore our 1-minute investment insights videos, in this on-going series, from our firm’s leading thinkers. Discover current investment trends and topics like green bonds, active investment, monetizing small businesses, cybercrime and more.
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
OUR COMMITMENT TO YOU
We are the financial stewards of your wealth, helping empower you to be confident in your decisions so you have the freedom to pursue your life goals. The number one way we attract new clients – and maintain existing relationships – is our commitment to delivering first-class service.
We Treat You Like Family
We are dedicated to building deep and caring relationships. We do this by working with a select group of clients who value our depth of knowledge in providing comprehensive solutions that go well beyond investments. The bonds we form are fundamental to our mission, and it is our intention that they span generations.
A Strong Moral Compass
Every decision we make is focused on doing the right thing for you. We help simplify your financial life, offering some of the most efficient solutions with objective advice. Above all, we are dedicated to a superior service model that emphasizes responsiveness, transparency and approachability. We are creative problem solvers who put your interests ahead of our own.
Total Wealth Management
Whether you need guidance with growth, asset preservation, or legacy planning strategies, we want to be your first phone call for anything financial. Our goal is to offer appropriate advice and service before you know you need it and to respond to every request or question immediately.
Ongoing Education
Financial education is a vital element of our practice and helps ensure continuity as wealth moves from one generation to the next. We believe it is our responsibility to assist you and family members as they face important financial challenges. We provide access to important resources and are here to answer critical questions that may impact your long-term wealth.
A Team Approach
We believe you are entitled to the best advice possible. As a result, we often collaborate with specialists across Morgan Stanley, as well as other professionals within the industry who are considered experts in their fields. We work in collaboration with your accountant, attorney, and other advisors to gain the precise knowledge needed to effectively manage your wealth, while helping ensure all recommendations are fully aligned and implemented.
Proactive Communication
We know life gets busy. We keep you focused on your finances by proactively scheduling regular calls and meetings. We believe it is our responsibility to always be in sync with the changes in your life, so we can anticipate and respond strategically to new risks and emerging opportunities. The result is an integrated financial strategy that focuses on helping meet your particular goals today and as they evolve over time.
A Pledge to Privacy
We understand confidentiality is core to any financial relationship. We recognize your personal data is your private information, and we are committed to keeping it secure and confidential. We employ a full suite of strategies to protect your assets, guard your online interactions, and keep your personal information as confidential as you intend it to be.
Concierge Service
While there are many advisors who can provide a good plan and strategy, few excel at delivering a superior service model. We deliberately keep the size of our practice small, so we can deliver a "Ritz Carlton" experience. This enables us to spend quality time with our clients, so we know what's happening in their lives, and they know what's happening with their wealth.
Location
1320 Main Street
Suite 800
Columbia, SC 29201
US
Direct:
(803) 343-8914(803) 343-8914
Fax:
(803) 828-7968(803) 828-7968
Meet The Rast McFadden Wealth Management Group
Matthew T.S. McFadden, CPM®
Senior Vice President, Financial Advisor, Senior Portfolio Management Director
Phone:
(803) 343-8964(803) 343-8964
Emily R. Tarney, CFP®
Financial Advisor, Vice President, Insurance Planning Director
Phone:
(803) 343-8804(803) 343-8804
Kathryn K. Robinson
Assistant Vice President, Wealth Management Associate
Phone:
(803) 343-8967(803) 343-8967
Julie Y. Huff
Senior Registered Client Service Associate
Phone:
(803) 343-8914(803) 343-8914
Lauren W. Phelps
Senior Registered Client Service Associate
Phone:
(803) 343-8865(803) 343-8865
Davis Moise
Team Administrator
Phone:
(803) 343-8816(803) 343-8816
About Ben A. Rast
Ben brings a lifetime of experience to his role as a wealth advisor. As founding partner of The Rast McFadden Wealth Management Group, he is responsible for shaping the team’s strategic vision.
For more than 30 years, Ben has been helping families navigate the financial world with personalized and objective advice. He measures his success in terms of client well-being and goal achievement. He is proud to have built a multigenerational team with his daughter Emily Tarney, son John Rast, and business partner of over 20 years, Matthew McFadden, to serve the multigenerational needs of his clients.
Ben is committed to professional development. He holds several professional designations, including Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA®). He has completed executive programs in wealth management at Stanford, NYU, Wharton, the University of Chicago, and MIT. Most recently, Ben earned Morgan Stanley’s Family Wealth Director designation. This credential – achieved by fewer than four percent of the firm’s advisors, as of February 2021 – provides our team with access to an extensive range of resources needed to help families manage the complex, multigenerational challenges of significant wealth.
Ben is a graduate of the University of South Carolina, where he also earned his MBA in International Business and Finance. For over a decade, he hosted a radio show and television segments on investments, financial planning, and the economy.
Ben serves on the board of several nonprofit organizations that support a wide range of regional, national, and international concerns. He is a voracious and adventurous reader, and is learning to speak French and Spanish. Ben and his wife, Peggy, have five adult children and a growing number of grandchildren, and attend St. Joseph’s Church.
For more than 30 years, Ben has been helping families navigate the financial world with personalized and objective advice. He measures his success in terms of client well-being and goal achievement. He is proud to have built a multigenerational team with his daughter Emily Tarney, son John Rast, and business partner of over 20 years, Matthew McFadden, to serve the multigenerational needs of his clients.
Ben is committed to professional development. He holds several professional designations, including Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA®). He has completed executive programs in wealth management at Stanford, NYU, Wharton, the University of Chicago, and MIT. Most recently, Ben earned Morgan Stanley’s Family Wealth Director designation. This credential – achieved by fewer than four percent of the firm’s advisors, as of February 2021 – provides our team with access to an extensive range of resources needed to help families manage the complex, multigenerational challenges of significant wealth.
Ben is a graduate of the University of South Carolina, where he also earned his MBA in International Business and Finance. For over a decade, he hosted a radio show and television segments on investments, financial planning, and the economy.
Ben serves on the board of several nonprofit organizations that support a wide range of regional, national, and international concerns. He is a voracious and adventurous reader, and is learning to speak French and Spanish. Ben and his wife, Peggy, have five adult children and a growing number of grandchildren, and attend St. Joseph’s Church.
Securities Agent: DE, NY, MO, KY, MS, OR, CT, MD, MA, FL, DC, CA, NC, IL, TN, AL, PA, MN, IN, GA, OH, WA, VA, TX, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 1460450
NMLS#: 1460450
About Matthew T.S. McFadden
Matthew is a Senior Vice President, Financial Advisor, and senior partner of The Rast McFadden Wealth Management Group. Since 2002, he has enjoyed working with individuals and families, providing personalized advice through a disciplined process. Matthew’s areas of focus include portfolio construction, analysis, and trading. He is one of two professionals in South Carolina to hold the Certified Portfolio Manager (CPM®) designation, which he earned after passing his final exam at Columbia University in New York. Matthew is also recognized by Morgan Stanley as a Senior Portfolio Management Director. His comprehensive approach includes a detailed financial plan, a diversified investment portfolio, and a commitment to outstanding service.
Growing up in Columbia, Matthew was always drawn to the world of finance. He also valued working with people; becoming a financial advisor was the perfect blend. Matthew began working with Ben while attending the University of South Carolina’s Honors College, and upon graduation, he joined the firm full-time. He has also completed executive education programs in wealth management at MIT and Columbia University. Today, he is a senior partner, working side-by-side with Ben, Emily, and the entire team. The practice was renamed The Rast McFadden Wealth Management Group in early 2021.
Matthew enjoys helping like-minded clients who value and appreciate the level of skill and service he and his colleagues deliver. He uses a goals-based process that begins with asking the right questions and actively listening. This information serves as the foundation for the development of a comprehensive plan and investment portfolio that reflects each client’s goals for the future. Matthew receives great satisfaction knowing he is making a significant impact on the quality of his clients’ lives and often becomes one of the most important relationships to their families.
Matthew believes balance is vital to a happy life. Outside of the office, he is a member of the Columbia Sailing Club and the Columbia Economics Club. Matthew, his wife, Grace, and their sons live in Northeast Columbia and attend First Presbyterian Church. In his leisure time, Matthew is a car enthusiast, and some of his favorite activities include travel and sporting clays.
Growing up in Columbia, Matthew was always drawn to the world of finance. He also valued working with people; becoming a financial advisor was the perfect blend. Matthew began working with Ben while attending the University of South Carolina’s Honors College, and upon graduation, he joined the firm full-time. He has also completed executive education programs in wealth management at MIT and Columbia University. Today, he is a senior partner, working side-by-side with Ben, Emily, and the entire team. The practice was renamed The Rast McFadden Wealth Management Group in early 2021.
Matthew enjoys helping like-minded clients who value and appreciate the level of skill and service he and his colleagues deliver. He uses a goals-based process that begins with asking the right questions and actively listening. This information serves as the foundation for the development of a comprehensive plan and investment portfolio that reflects each client’s goals for the future. Matthew receives great satisfaction knowing he is making a significant impact on the quality of his clients’ lives and often becomes one of the most important relationships to their families.
Matthew believes balance is vital to a happy life. Outside of the office, he is a member of the Columbia Sailing Club and the Columbia Economics Club. Matthew, his wife, Grace, and their sons live in Northeast Columbia and attend First Presbyterian Church. In his leisure time, Matthew is a car enthusiast, and some of his favorite activities include travel and sporting clays.
Securities Agent: CT, CA, WA, MN, DE, TN, MA, KY, IL, TX, SC, PA, MD, GA, FL, AL, NY, NJ, MS, IN, NC, VA, OR, MO, OH, DC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1430999
NMLS#: 1430999
About Emily R. Tarney
As a Vice President and Financial Advisor at The Rast McFadden Wealth Management Group, Emily leads our commitment to the complex financial planning needs of our clients. She holds a Certified Financial Planner™ designation and enjoys helping clients construct, implement, and maintain effective financial plans. Emily also manages marketing and practice strategy for the team.
Emily is a second-generation Financial Advisor working alongside her father, Ben Rast, and brother, John Rast. In 2020, she joined The Rast McFadden Wealth Management Group after a decade of experience from firms including Vanguard, Bank of America, and Wells Fargo. Emily has been named annually to Morgan Stanley's Pacesetter's Club since 2022.
She attended The College of the Holy Cross in Worcester, Massachusetts and graduated manga cum laude with degrees in Economics and Theatre as a Fenwick Scholar. She earned her MBA from Duke’s Fuqua School of Business, completing international residencies in Shanghai, Santiago, New Delhi, and Istanbul. Emily has also completed a certificate in “The Psychology of Financial Planning” at The Wharton School of Business, and is an active member of the Columbia Estate Planning Council and the Financial Planning Association of South Carolina.
A Columbia native, Emily, her husband, Matt, and their two children are proud to call the city home. They are parishioners at Saint Joseph’s Church, and are enthusiastic supporters of the arts, including Trustus Theatre and the Spoleto Festival. Emily also loves travel and running – she is always looking for her next half-marathon opportunity.
Emily is a second-generation Financial Advisor working alongside her father, Ben Rast, and brother, John Rast. In 2020, she joined The Rast McFadden Wealth Management Group after a decade of experience from firms including Vanguard, Bank of America, and Wells Fargo. Emily has been named annually to Morgan Stanley's Pacesetter's Club since 2022.
She attended The College of the Holy Cross in Worcester, Massachusetts and graduated manga cum laude with degrees in Economics and Theatre as a Fenwick Scholar. She earned her MBA from Duke’s Fuqua School of Business, completing international residencies in Shanghai, Santiago, New Delhi, and Istanbul. Emily has also completed a certificate in “The Psychology of Financial Planning” at The Wharton School of Business, and is an active member of the Columbia Estate Planning Council and the Financial Planning Association of South Carolina.
A Columbia native, Emily, her husband, Matt, and their two children are proud to call the city home. They are parishioners at Saint Joseph’s Church, and are enthusiastic supporters of the arts, including Trustus Theatre and the Spoleto Festival. Emily also loves travel and running – she is always looking for her next half-marathon opportunity.
Securities Agent: MD, CA, IN, VA, DE, MN, PA, MA, IL, GA, FL, DC, CT, WA, TX, OH, KY, NY, NC, AL, TN, SC, OR, MS, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 2076716
NMLS#: 2076716
About Kathryn K. Robinson
Drawing on more than 25 years of financial services experience, Kathryn is often the first line of contact on a broad array of client services. A consummate professional, she is committed to providing each client with a high level of personal service. Kathryn has been an important member of The Rast McFadden Wealth Management Group since 1995.
From the largest task to the smallest request, Kathryn works tirelessly to exceed client expectations. She is responsible for several critical service-related activities, including managing the client experience, proactive client outreach, and team administration. Kathryn’s outstanding work has earned her a position on Morgan Stanley’s National CSA Council, where she served as Chair for two years.
A Columbia native, Kathryn attended Erskine College and completed her studies at the University of South Carolina, where she earned a degree in Economics. She currently serves on the Board of Directors for AllSouth Federal Credit Union, one of the largest credit unions in the state. Kathryn and her husband, Randall, live in Lexington. They have four children and five grandchildren, and are members of Mount Horeb United Methodist Church. In their leisure time, they enjoy running, swimming, and cycling.
From the largest task to the smallest request, Kathryn works tirelessly to exceed client expectations. She is responsible for several critical service-related activities, including managing the client experience, proactive client outreach, and team administration. Kathryn’s outstanding work has earned her a position on Morgan Stanley’s National CSA Council, where she served as Chair for two years.
A Columbia native, Kathryn attended Erskine College and completed her studies at the University of South Carolina, where she earned a degree in Economics. She currently serves on the Board of Directors for AllSouth Federal Credit Union, one of the largest credit unions in the state. Kathryn and her husband, Randall, live in Lexington. They have four children and five grandchildren, and are members of Mount Horeb United Methodist Church. In their leisure time, they enjoy running, swimming, and cycling.
About Julie Y. Huff
Julie leads operations for the team as a Senior Registered Client Service Associate for The Rast McFadden Wealth Management Group. She manages our high-touch processes including transfers and rollovers, new account opening, and new client onboarding, along with focusing in annuity planning, evaluation, and execution. Her goals include providing top notch service to our clients while earning their trust and building lasting relationships.
Julie joined The Rast McFadden Wealth Management Group as a Senior Registered Client Service Associate in 2021. She began her financial services career as a teller as a student at the University of South Carolina, where she majored in Advertising and minored in Business. She then spent several years working in advertising for Clear Channel Radio (now iHeart Media), before she was drawn back to the financial industry at BB&T Investments (now Truist). There, Julie spent nearly a decade honing the skills necessary to help guide clients towards achieving their financial goals.
Julie grew up in Lexington and Gilbert, and lives in Lexington with her two daughters and dog. Outside of work, Julie enjoys fitness, decorating, and fishing, as long as someone else baits the hook.
Julie joined The Rast McFadden Wealth Management Group as a Senior Registered Client Service Associate in 2021. She began her financial services career as a teller as a student at the University of South Carolina, where she majored in Advertising and minored in Business. She then spent several years working in advertising for Clear Channel Radio (now iHeart Media), before she was drawn back to the financial industry at BB&T Investments (now Truist). There, Julie spent nearly a decade honing the skills necessary to help guide clients towards achieving their financial goals.
Julie grew up in Lexington and Gilbert, and lives in Lexington with her two daughters and dog. Outside of work, Julie enjoys fitness, decorating, and fishing, as long as someone else baits the hook.
About Lauren W. Phelps
As a Senior Registered Client Service Associate, Lauren has over 15 years of experience in investments, banking and insurance. She believes a focus on the client is paramount to service excellence, and strives to create that experience for our clients. Lauren has been a member of The Rast McFadden Wealth Management Group since 2021.
Lauren holds an MBA and a BS in Business Administration with a concentration in Management and a minor in Psychology from East Carolina University. It was there that her interest was sparked in the financial world, and she began her career in the industry shortly after earning her MBA in 2006. She has worked in various roles over the years, developing a diverse set of skills to help our clients today. Lauren finds great joy in working with all types of people, from clients beginning their financial journeys, to those in their retirement years, and everyone in between.
Lauren and her husband, Kenny, are both from eastern North Carolina where they met as college freshmen at East Carolina University. As Kenny was finishing his PhD, they briefly lived in New Hampshire, but have lived in Columbia since 2010. Lauren and Kenny have three children who keep them very busy with soccer, dance, and many other activities. In their spare time, they enjoy spending time with family and friends, and going to the beach. They are active members of Shandon Presbyterian Church.
Lauren holds an MBA and a BS in Business Administration with a concentration in Management and a minor in Psychology from East Carolina University. It was there that her interest was sparked in the financial world, and she began her career in the industry shortly after earning her MBA in 2006. She has worked in various roles over the years, developing a diverse set of skills to help our clients today. Lauren finds great joy in working with all types of people, from clients beginning their financial journeys, to those in their retirement years, and everyone in between.
Lauren and her husband, Kenny, are both from eastern North Carolina where they met as college freshmen at East Carolina University. As Kenny was finishing his PhD, they briefly lived in New Hampshire, but have lived in Columbia since 2010. Lauren and Kenny have three children who keep them very busy with soccer, dance, and many other activities. In their spare time, they enjoy spending time with family and friends, and going to the beach. They are active members of Shandon Presbyterian Church.
About Davis Moise
As a Team Administrator at The Rast McFadden Wealth Management Group, Davis answers client phone calls and manages strategic projects, including performance reporting and investment analysis. He is committed to addressing every issue promptly and thoroughly. Davis joined the team in January 2024 as an intern, and was promoted to his current role in October of the same year.
Davis is a Senior at The University of South Carolina where he is majoring in Finance at The Darla Moore School of Business. Originally from Charlotte, he is a graduate of Charlotte Country Day School. At USC, he has been named multiple times to the President’s List. Davis also passed FINRA’s Securities Industries Essentials (SIE®) exam this summer.
Davis enjoys watching SEC football and golf.
Davis is a Senior at The University of South Carolina where he is majoring in Finance at The Darla Moore School of Business. Originally from Charlotte, he is a graduate of Charlotte Country Day School. At USC, he has been named multiple times to the President’s List. Davis also passed FINRA’s Securities Industries Essentials (SIE®) exam this summer.
Davis enjoys watching SEC football and golf.
Contact Ben A. Rast
Contact Matthew T.S. McFadden
Contact Emily R. Tarney
Wealth Management
From Our Team
The Rast McFadden Group Brochure
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact The Rast McFadden Wealth Management Group today.
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.
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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.
5Morgan 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.
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 and other legal matters.
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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.
7Morgan 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.
8Morgan 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 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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan 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.
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.
5Morgan 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.
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 and other legal matters.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
7Morgan 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.
8Morgan 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 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)
