Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
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Events

Assuming the Role of Caregiver.pdf

Location

7311 Crossleigh Court
Toledo, OH 43617
US
Direct:
(419) 842-6509(419) 842-6509
Toll-Free:
(800) 330-9699(800) 330-9699

Meet The Rupp Prisby Williams Group

Photo of Brittany Oldham

Brittany Oldham

Senior Registered Client Services Associate

About Me

Joel has over 25 years of experience in the financial services industry. He joined Morgan Stanley in March of 2000. Joel strives to deliver exceptional advice and guidance to a select group of clients. Joel’s areas of focus include: financial planning and portfolio management.  He currently holds his Certified Financial Planning designation (CFP®).

 

A native of Pettisville, Ohio, Joel received his BBA in Finance from the University of Toledo.  He and his wife Benét currently reside in Monclova, OH.  Active in his community, Joel is Chair / Board Member at The First Tee of Lake Erie.  When away from the office, he enjoys spending time outside, golfing at Toledo C.C, playing paddle tennis and fishing.
Securities Agent: OH, WI, WA, VA, UT, TX, TN, SC, PA, OR, OK, NY, NC, MI, ME, MA, LA, KY, IN, IL, GA, FL, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative

About Me

With over 30 years in the financial services industry, Debbie has been helping clients achieve their financial goals through planning, guidance and exceptional service.  She began her career with Regional Bank as a Trust Officer and in 2000 joined Morgan Stanley.  Debbie’s areas of focus include: financial planning, insurance and portfolio management.  She received her Certified Financial Planner™ (CFP®) and Chartered Life Underwriter® designations.

A lifelong resident of Toledo, Debbie received her Organizational and Legal Administration degree from the University of Toledo.  She lives in Toledo with her husband, Dennis, and they have three children, Zach, Kyle and Niki.  Active in the community, Debbie stays involved through the UW Women’s Initiative and is past president of Northwest Ohio Girl Scout Council and United Way Women’s Initiative.
Securities Agent: OH, UT, TX, TN, PA, OR, OK, NY, NM, NC, MI, ME, KY, IN, IL, FL, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1364417

About Me

A registered financial advisor since 1992, Jim has been a part of the Morgan Stanley organization since 1998. Jim has utilized his knowledge and experience to help his clients achieve their long-term financial goals. Jim’s areas of focus are centered around financial planning, portfolio construction and management, along with insurance and annuities. He currently holds his Certified Financial Planning designation (CFP®).

Born and raised in the Toledo, OH area, Jim received his BBA in Finance from the University of Toledo. He currently resides in Sylvania, OH with his wife, Melanie, and three daughters, Audrey, Mia and Ella. Jim stays active with his church serving as President of the Parish Finance Council. He enjoys spending most of his time outside of the office attending games, meets, concerts, plays, and other school activities for his three girls.
Securities Agent: OH, UT, TX, TN, PA, OR, OK, NY, NM, NC, MI, ME, KY, IN, IL, FL, CT, CO, CA, AZ; Managed Futures; General Securities Representative; General Securities Principal; BM/Supervisor; Investment Advisor Representative

About Me

As a Registered Client Service Associate, Brittany has been servicing investor needs since 2011. She joined Morgan Stanley in 2015.  Brittany’s areas of focus include: administrative duties, client service and assisting the advisors in providing a unique client experience.  She currently holds her Series 7, 66, 24, and Ohio Life, Accident and Health Insurance licenses.

 

A lifelong resident of Ohio, Brittany received her BBA in Finance from the University of Cincinnati.  She and her husband, Dan, and their daughter Lila, currently reside in Perrysburg, OH.  In her spare time, she enjoys boating, traveling and any outdoor activities.


 

Investment and Market Perspectives

On the Markets

Retirement

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

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

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

Five Smart Strategies to Use a Bonus or Raise

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

Family

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

Financial Transition: A Guide for Women

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

Business Planning

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

6 Keys to Building a Startup

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

Philanthropy

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

A New Roadmap for Mission Alignment

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

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Make Your Words Memorable

Make Your Words Memorable

Master public speaking with savvy tips from the pros.

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Morgan Stanley and Justin Rose: A Winning Team

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Reserved | Living & Giving

Reserved | Living & Giving

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

Sign Up for eDelivery

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

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Rupp Prisby Williams Group today.
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