The Sigma Group at Morgan Stanley

Wealth is almost always accompanied by complexity – volatile markets, changing tax laws, fluctuating interest rates and continually evolving investment opportunities.

At The Sigma Group, we help families, foundations and other institutional clients simplify their financial lives with a blend of astute guidance and impeccable service. Moreover, we are supported by the considerable resources of one of the world’s most respected financial institutions.

Sigma, in financial terms, stands for accumulated sum, a measure of investment return, but it can also stand for standard deviation, a measure of risk. By focusing on both these variables, our experienced team creates investment strategies to help meet your objectives for growth, income and preservation of capital with a level of risk tailored to your tolerance. In addition, we offer advice that goes beyond your portfolio to include disciplines as diverse as estate planning and liquidity management. Our goal is to provide you with the comprehensive wealth management required to succeed in today’s challenging financial environment.
Services Include
  • Estate Planning Strategies1
  • Executive Financial Services2
  • Financial Planning3
  • Lending Products
  • Life Insurance4
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning5
  • Trust Services*
  • Institutional Services
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

The Sigma Group is a cohesive team of financial professionals who serve an exceptional clientele of institutional clients and affluent families. With over 150 years of combined experience in the financial industry, our staff focuses on providing family wealth office and institutional consulting services.  Our focus is on constructing investment portfolios that meet our clients goals commensurate with their ability to withstand volatility and risk.  We work at Morgan Stanley Wealth Management to gain access to their intellectual capital and global resources which we view as essential for successful wealth management in an ever changing world. Combining our own talents with the vast resources of Morgan Stanley, we help you create highly customized, comprehensive wealth management plans based on your unique needs, goals and aspirations.

    Location

    850 S Palafox St.
    Ste 200
    Pensacola, FL 32502
    US
    Direct:
    (850) 470-8022(850) 470-8022
    Toll-Free:
    (800) 874-9968(800) 874-9968

    Meet The Sigma Group

    About Me

    Steve is a Financial Advisor, Family Wealth Director, Alternative Investments Director and Senior Institutional Consultant.  He joined Morgan Stanley in February 2012 after a 25 year career with AmSouth Bank, its affiliates and successors.  In the early phases of his career he worked in their accounting department and commercial lending division.  In 1993, he joined their Trust Division working with both high net worth and institutional relationships in areas of planning and investment services.  In 2000, he became a licensed Financial Advisor and completed his career with Morgan Keegan as a Managing Director.  He was consistently recognized among their top advisors and a member of their chairman club.

    Steve has been married for 33 years and has two children, both happily married.  He grew up in Pittsburgh PA and completed High School in Tampa Florida.  He earned a BS Degree in Business Administration from Tennessee Temple University, in Chattanooga TN and a Certificate in Financial Planning from Florida State University.  He has previously served on the boards for NWF Kidney Dialysis Foundation, Lakeview Center Foundation, Manna Food Bank and United Way Foundation.  He currently serves as the chairman of the board for Ministry Village at Olive and is an active deacon with Olive Baptist Church.
    Securities Agent: TX, FL, VA, OH, NY, NM, NC, MS, MN, MI, MD, KY, KS, IN, GA, CO, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1268386

    About Me

    Don serves as a Financial Advisor and a Portfolio Manager for the Sigma Group at Morgan Stanley.  He joined the firm in 2012 with 25 years of investment experience in the Florida market.  In 1987, Don began his investment career as an equity analyst with Barnett Trust Company where he later transitioned into institutional portfolio management in 1989.  From 2000 till 2012, he worked for AmSouth Trust Division (acquired by Regions Bank in 2006) working as a Portfolio Manager with high net worth and institutional clients. He received his undergraduate degree from the University of South Alabama (1975) and his MBA degree in Finance and Investments from the University of Georgia (1987) where he graduated as class co-valedictorian. In 1998 he earned a Certificate in Financial Asset Management and Engineering from the Swiss Finance Institute in Lausanne.

    Don holds membership in the CFA Institute and has earned the Chartered Financial Analyst designation (1991).  In 2010 he earned the Chartered Alternative Investment Analyst designation and is a member of the Chartered Alternative Analyst Association.  He is also a member of the Atlanta Society of Finance and Investment Professionals and the Miami Chapter of the Chartered Alternative Investment Analyst Association. In 2015 he was named an Alternative Investments Director at Morgan Stanley Wealth Management.
    Securities Agent: TX, FL, VA, OH, NY, NM, NC, MS, MN, MI, MD, KY, KS, GA, CO, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1255355

    About Me

    Steve is a Family Wealth Advisor. Financial Planning Specialist, and Certified Financial Planner professional and focuses on estate strategies and financial planning with The Sigma Group at Morgan Stanley. He joined the firm in 2012 following 30 years of trust, investment management and estate settlement experience in the state of Florida. Steve has worked in both administration and management of trust departments and has broad experience in working with families and institutions.  Steve has served on the Executive Committee of the FBA Trust, Asset Management and Private Banking committee. In addition, he is a graduate of Florida Trust School, at the University of Florida, and the ABA National Graduate Trust School, at Northwestern University. Steve earned his undergraduate degree in Business Administration with an emphasis in Finance from Troy University.

    Steve is past president of the Gainesville Estate Planning Council and the Northwest Florida Estate Planning Council in Pensacola. He served as a Loaned Executive for the United Way and on the United Way Foundation Board in Pensacola. Steve is a 1999 graduate of Leadership Pensacola, “LeaP”, and has served on the boards of Pensacola State College Foundation and the Escambia County 4-H Foundation. Steve currently serves as president of the Pensacola Bay Area Chapter of TROY Alumni and Friends Association. Steve and his wife Candy have two married daughters and welcomed their first grandchild in December 2012. Steve and his family are actively involved in their local church and he is the past chairman of the Church Council.
    Securities Agent: TX, FL, VA, OH, NY, NM, NC, MS, MI, MD, KY, KS, GA, CO, AL; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1270230

    About Me

    Brian began his professional career in 2010 working at the Memphis office of Morgan Keegan as a summer intern in the due diligence and performance reporting departments.  That fall, he joined his father, assisting with performance reporting and other projects.  Brian attended the University of West Florida, serving as the Vice-President of the Beta Gamma Sigma Business Honor Society and was a member of the Phi Kappa Phi National Honor Society. Brian graduated, with honors, in December 2012 with a degree in Finance and a minor in Management and assumed a full time position with the Sigma Group at Morgan Stanley. Brian holds a membership in the CFA® Institute and has earned the Chartered Financial Analyst® designation. He is also a member of the Atlanta Society of Finance and Investment Professionals. In addition to working directly with clients and prospects, Brian also focuses on performance reporting and allocation reports for institutional and high net worth clients of the Sigma Group.

    Brian is an avid runner and has competed in 7 marathons, and numerous 15ks, 5Ks and mud runs. Brian and his wife live in Pace and are active in their church. Brian serves as a Wednesday night Middle School small group leader as well as a running media for his church's satellite campus in Warrington.
    Securities Agent: TX, FL, VA, OH, NY, NM, NC, MS, MN, MI, MD, KY, KS, IN, GA, CO, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1492076

    About Me

    Michele is a Financial Advisor focusing on financial planning and account administration at Morgan Stanley.  She has 37 years of financial service experience in trust administration, estate settlement and investment management.  Michele began her career in 1980 in the trust investment department of the First National Bank of Mobile (acquired by AmSouth Bank).  In 1986 she moved to Pensacola, Florida, and was instrumental in starting the local trust department with AmSouth Bank (acquired by Regions Bank).  She has worked with high net worth families and institutional clients in areas of estate planning and investment services.  Michele received her BS degree in Business Administration from Troy University. 

    Michele is active in the community.  She currently serves on the board of Capstone Adaptive Learning & Therapy Centers, Inc.  She is past president of the Northwest Florida Estate Planning Council; past president and current member of Liberty Sertoma; current member of IMPACT 100 Pensacola Bay area.  Michele is a graduate of Southern Trust School at Birmingham Southern and Florida Graduate Trust School at the University of South Florida.  Michele is a member of Christ Church.
    Securities Agent: TX, FL, VA, OH, NY, NM, NC, MS, MN, MI, MD, KY, KS, GA, CO, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1255627

    About Me

    Lorrie is a Client Service Associate with 30 years of experience in banking and investments.  She began her career in banking in1984 working for SunTrust Bank.  After 15 years in Deposit Operations at SunTrust, she began working for AmSouth Bank Customer Service in 1999.  In 2001, she transferred to the Trust Department at AmSouth as a Trust Assistant and remained in that position for 11 years.
    Lorrie and her husband of 30 years have a daughter, son-in-law and two grandchildren.  Lorrie is a Pensacola native and a graduate of Pensacola High School.
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    1Morgan 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.

    2Tax 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.

    3Morgan 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.

    4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    5Morgan 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.

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    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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