The Rogers Tomblinson Group at Morgan Stanley

While many colleagues measure success in terms of “assets under management”, I measure mine in life-long relationships. The foundation of my four-decade career has been a steadfast commitment to putting clients first. I care deeply and work tirelessly to earn their confidence every day. As a result, my clients tend to collaborate with me for their entire financial journey. I celebrate their milestones and am often their first call during life’s challenges.

The Rogers Tomblinson Wealth Management Group is a special place. Ben and I have assembled a smart, caring, and diverse team of financial professionals who treat clients like family. We build confidence, create opportunities, and deliver a level of service that keeps our clients coming back. There is no higher honor than when a client recommends us to their friends and family. I have built my life and my practice around helping others on an everyday basis with honesty and integrity which, I believe, has proven to be an integral role in my career.

My career started with Merrill Lynch in 1983. A few years later, I moved to JC Bradford to assist in opening a new office for the firm. Later, I became a partner of the firm as well as serving as a member of their Senior Advising Council for 12 years. In 2000, our firm was purchased by PaineWebber, which then became UBS Financial Services. My final stop before joining Morgan Stanley was as a Wells Fargo Advisor, where I was recognized as a Chairman's Council Premier Advisor, a designation reserved for the firm's top producers. Currently, Steve is a managing director at Morgan Stanley.

I am a proud graduate of Indiana University’s Class of 1978. I believe that the best way to be of service to clients is to continue to pursue my education, which is why I completed a three year studies program at the Securities Industry Institute program at the Wharton School at the University of Pennsylvania. After that, I completed the securities industry training at the Owen School of Management at Vanderbilt University.
Outside of the office, I am passionate about helping the people in my community to prosper. I have served on a number of boards, including the Salvation Army of South-Central Kentucky, Bowling Green Municipal Utilities, Kentucky State Golf Association, and the Southern Kentucky Performing Arts Center Foundation. I am an avid golfer and was elected to the Kentucky Gold Association Hall of Fame in 2026.

My wife Elizabeth and I are life-long residents of Bowling Green, Kentucky, where we have raised our three wonderful children, Steven, Margaret, and Madeline. We are also blessed with four beautiful grandchildren: Margaret, Rhodie, Houston and Robert, who bring us so much joy.

Perhaps the greatest value that any Financial Advisor can deliver is to help clients feel more confident today and optimistic about the future. That is why I focus on simplifying the complex and seeking to create a clear path forward. In an industry that is infamous for confusing jargon and volatile markets, I want my clients to always understand their options and opportunities. My title says Managing Director/Financial Advisor, but my job is to help you find a level of confidence and comfort.

Steve and I began our partnership over 20 years ago and have built one of the more successful financial advising teams in the state and at Morgan Stanley. We believe what has been the driving force behind our success is our collaboration with each other, helping produce an appropriate plan of action for our clients. Service is paramount to any successful client relationship. As a team, we are proud to have what we consider the best trained and efficient business development and sales associates in the business.

When you entrust your financial well-being to the Rogers Tomblinson Group at Morgan Stanley, you have a seasoned team in your corner. Together we are committed to providing comprehensive financial advice backed by exceptional personal service. It starts by digging deeper to understand your goals so that I can craft a plan that can span your entire financial lifecycle—from growth and investment strategies to business expansion and retirement.

My career as a financial advisor began in 1999 at Morgan Stanley in Bowling Green. A few years later I was promoted to Associate Vice President - Wealth Advisor. In 2006, I moved my practice to Wells Fargo Advisors, predecessor of Wachovia Securities.

I am a proud graduate of Western Kentucky University. Since then, I have been committed to evolving my knowledge of the financial services industry in order to do more for my clients and their families. That is why I worked diligently to earn the prestigious Certified Private Wealth Advisor designation. The CPWA designation, delivered by the Investment Management Consultants Association (IMCA), is an advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth.

My wife, Heather and I are life-long residents of Bowling Green and have raised three children: twin boys, Harris and Davis, and a daughter, Amy. Away from the office, I enjoy playing golf, traveling with family and friends, staying involved in my church, and spending as much time as possible with my family.