The Silva Group at Morgan Stanley

Bill works closely with accomplished individuals, businesses and retirement-focused investors, helping them with everything from goals-based planning and asset allocation to portfolio management. He believes that taking a comprehensive approach to wealth management with well-defined goals is critical to producing the best possible outcomes for each client.

Bill has more than 25 years of experience helping clients focus on both their short- and long-term goals. He formed The Silva Group at Morgan Stanley in 2011. Bill holds degrees from the Wharton School of Business and the University of Chicago Booth School of Business.

When he’s not in the office, Bill enjoys spending time hunting, fishing and traveling with his wife and children. He enjoys serving his community through the Kiwanis Club, AV Boys and Girls Club, Ducks Unlimited and the Rocky Mountain Elk Foundation.

David helps clients with all aspects of retirement planning, wealth planning and tax strategies. He analyzes and manages investment portfolios, while helping to educate clients on the current economy and the important roles planning and asset allocation play in helping them to achieve their long-term goals.

David partnered with Bill to form The Silva Group at Morgan Stanley in 2011. He was named a Forbes Top Next-Gen Wealth Advisor in 2018 and a Forbes Next-Gen Best-In-State Wealth Advisor in 2019. In addition, he received the Five Star Wealth Manager Award in 2024 and 2025. He holds a Bachelor’s degree from San Diego State University, as well as the CERTIFIED FINANCIAL PLANNER (CFP), Family Wealth Advisor, Workplace Advisor - Equity Compensation and Chartered Retirement Planning Counselor designations.

David loves to spend time with his wife, Jessica, his sons, Oliver and Theo and their dogs. He enjoys exercise, playing ice hockey, traveling, restoring muscle cars and more. He serves as Treasurer and Board member for the Edwards Air Force Base Civilian-Military Group and volunteers with the Boy Scouts of America and the Antelope Valley Boys and Girls Club. He also donates to and supports the American Cancer Society.


Disclaimer:
2018-2019 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/18 - 3/31/19. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

The Five Star Wealth Manager Award was issued in2024 and 2025 based on an evaluation process as described below. This evaluation was based on the time periods indicated below and was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Favorable regulatory and complaint history review. As defined by FSP, the wealth manager has not: 1.) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; 2.) Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or FSP’s consumer complaint process. Personal bankruptcy filing within the past 11 years, Termination from a financial services firm within the past 11 years, Conviction of a felony, One-year client retention rate, Five-year client retention rate.

Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

2024 Award - 02/13/2023 through 08/31/2023
2025 Award - 03/28/2022 through 09/23/2022

For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Makenzie is committed to client-centric service—helping guide individuals, families and businesses as they navigate through their work, life and financial journeys. Makenzie works closely with her clients to develop a deep understanding of them in order to help create personally tailored strategies that can efficiently work toward their goals.

Makenzie joined The Silva Group at Morgan Stanley in 2015. Prior to this, she overlooked operations with event companies and played professional softball in Rotterdam Holland. Makenzie was named a Top Financial Advisor Associate from 2016-2018 by Morgan Stanley. She holds a Bachelor’s degree from the University of Illinois as well as Series 7, 66 and State Life/Health insurance licenses.

Outside of the office, Makenzie enjoys staying active—camping, rock climbing, running and spending time with family and friends. She loves to cook and is a Certified Level 1 Sommelier. Makenzie is a member of the Lancaster West Rotary Club and is a 412th Honorary Commander for Edwards Air Force Base.

Kylie helps onboard new clients and focuses on helping them with life insurance and long-term care strategies. Her goal is to make the entire wealth management process as easy and comfortable as possible.

Kylie has nearly six years of experience helping clients mitigate risks and stay on track toward their long-term goals. She joined The Silva Group at Morgan Stanley in 2017. Her prior experience includes a position with New York Life. Kylie holds a Bachelor’s degree in Business Administration from California State University Northridge, as well as Series 7, 66 and State Life/Health insurance licenses.

When she’s not in the office, you can find Kylie spending time with her family and friends cooking, hiking or traveling. Kylie enjoys participating in community events, philanthropic outreaches and volunteering with animals.

Teresa’s sharp attention to detail and ability to provide administration excellence make her truly exceptional at keeping many important aspects of our business running efficiently and effectively. She is known for her exceptional client service and her ability to find a solution to every problem.

Teresa has over 24 years of experience providing exceptional client service. She joined Morgan Stanley in 1997 and has had roles as an Operational Service Assistant to service Financial Advisors and their Service Professionals. Teresa joined The Silva Group in 2021.

Outside of the office, Teresa enjoys spending time with her husband, Albert and two sons, Manuel and Max, as well as their two dogs Snowflake and Lulu. She enjoys watching baseball and football and is a music enthusiast who loves to listen and dance along to the music.