The Sigma Wealth Management Group at Morgan Stanley

Stephen Tyler Harrod

Years of Experience: 37

A seasoned professional with more than 37 years of financial industry experience. Steve is a Financial Advisor, Senior Institutional Consultant, Family Wealth Director, and Alternative Investments Director. He joined Morgan Stanley in 1012 after a 25-year career with AmSouth Bank, its affiliates, and successors. He provides leadership in all aspects of the team’s consulting services and focuses on ensuring clients’ portfolios are properly aligned to their goals and risk constraints. He has integrated the exceptional resources of Morgan Stanley into his teams practice and converses regularly with the Global Investment Research Team on investment manager selection. He can communicate complex issues in ways clients understand.

He is one of approximately 4% of Morgan Stanley advisors who have earned the Family Wealth Director designation which gains him and his clients access to Morgan Stanley’s Family Office Resources team. 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 1985 and a Certificate in Financial Planning from Florida State University in 1997.

Steve has been married for 39 years and has two children, both happily married and has four grandchildren. In his free time, he enjoys golfing, swimming, snow skiing, hunting, and traveling. He and his wife are active members of Olive Baptist Church. He has previously served on the boards for NWF Kidney Dialysis Foundation, Lakeview Center Foundation, Manna Food Bank, United Way Foundation, was Chairman of the Board for Ministry Village at Olive for 9 years, Deacon Chairman of Olive Baptist Church in 2005 and 2021 where he continues to serve as an active deacon.

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 Wealth Management 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. He has worked in both administration and management of trust departments and has broad experience in working with families and institutions. He 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. He earned his undergraduate degree in Business Administration with an emphasis in Finance from Troy University.
He 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. He 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. He currently serves as president of the Pensacola Bay Area Chapter of TROY Alumni and Friends Association.

He and his wife Candy have two married daughters and welcomed their first grandchild in December 2012, two granddaughters in 2020, a third granddaughter in 2022. and another grandson in 2024. He is actively involved in his local church and in his previous church has served as both chairman of the Finance Committee and chairman of the Church Council.

In the fall, Steve and his family can be found at Troy football games and in the spring he is working with his bee hives. Steve also enjoys golf and travel with friends and family.

Brian began his professional career with Morgan Stanley in 2012 and mentored under Don Bryant (the teams former portfolio manager) for over 10 years. He earned both his undergraduate degree in Finance and his MBA from the University of West Florida. He served 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 holds a membership in the CFA^® Institute and is a Chartered Financial Analyst^® charterholder. He is also a member of the Atlanta Society of Finance and Investment Professionals.

Brian and his wife enjoy running – competing in numerous marathons and events. He is an active member of Olive Baptist Church where he works in the high school ministry and on Sundays can be found in the sound booth of his church’s satellite campus in Warrington.

Ben joined the Sigma Wealth Management Group in 2024 after a 25+ year career in finance. For the last 17 years, Ben served as Treasurer of Pensacola Christian College and related ministries which involved management of the retirement benefit plans and endowment reserves. Ben’s prior experiences also include credit analysis for commercial lending at AmSouth Bank and several years in governmental accounting and internal audit with agencies like the Department of Defense and the US Secret Service. Ben has a BS in Accounting from PCC and a MBA from the University of Nebraska. Ben and his wife Stephanie have been married for over 26 years and loved raising their two children in Pensacola for the last 22 years. Outside the office, Ben enjoys all the outdoor activities available living on the gulf coast including golfing, hiking and kayaking, as well as experimenting with new barbeque recipes in the backyard kitchen. Ben also serves on his church’s hospitality team and as a youth baseball coach.

Lorrie is a Wealth Management Associate with 40 years of experience in banking and investments. She began her career in banking in 1984 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 before joining Morgan Stanley in 2012.

Lorrie and her husband of over 40 years have a daughter, son-in-law and two grandchildren. Lorrie loves camping with her family, crafting, and taking care of her furry friends.

Lorrie is a Pensacola native and a graduate of Pensacola High School.

Josh joined the Sigma Wealth Management Group in the summer of 2023 as a college intern. Upon graduation, Josh moved into his new role as a full time Client Service Associate.
Josh graduated from Pensacola Christian College with a Bachelor of Science in Finance and a minor in Business Management with an emphasis in fundamental analysis. Josh was a member of the Finance Club at PCC and the Beta Psi Delta Jaguars.
Josh is active in our community, serving as a youth baseball coach and a production assistant at Campus Church. His sport interests include golf and weightlifting, and he enjoys reading, cooking, and traveling as well.
Josh and his family are long time Pensacola residents, and he is excited to be working in his hometown.