The Sizemore Group at Morgan Stanley

For more than two decades, I have helped high net worth and ultra-high net worth clients simplify the financial complexities in their lives so they can spend more time running their companies, raising their families and pursuing their philanthropic passions. My ability to develop customized strategies that align with varied and complex wealth management goals has earned me a distinctive place of trust with an elite group of investors. In 2019 and 2021, I was named by Forbes Magazine as a Best-In-State Wealth Advisor in North Carolina.

My clients are individuals, families, corporate executives, entrepreneurs and business owners. I place a high premium on delivering quality service while implementing tax-aware strategies that align with my clients’ financial goals. To this end, I help my clients build diversified portfolios and, when appropriate, incorporate alternative investments to differentiate returns from traditional markets. I also address complex stock issues such as concentrated and restricted stock management, stock option analysis, tax minimization and hedging strategies.

I served six years in the United States Navy and am a graduate of Liberty University. Within our community, I am active in Hope Community Church, J.Y. Joyner Foundation, House of Hope and North Carolina State Wolfpack Club. Outside of work, I can be found enjoying the outdoors, reading or grilling at home and simply spending time with my wife and family.


Disclosure: 2019, 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Bennett is a wealth management advisor with nearly two decades of experience serving the unique needs of ultra-high-net-worth individuals, families, and institutions. He specializes in executive compensation, tax-aware financial solutions, and risk management, providing guidance that seamlessly integrates with the advice of clients' tax and legal advisors.
Bennett earned a Bachelor of Science in Accounting from North Carolina State University and an MBA in Finance from the University of North Carolina at Chapel Hill. He began his career at Credit Suisse Private Bank in Atlanta, Georgia, where he counseled ultra-high-net-worth clients. In 2010, Bennett joined the Sizemore Group at Morgan Stanley.

Bennett holds the Certified Investment Management Analyst (CIMA^®) designation, a prestigious credential awarded by the Investments and Wealth Institute. The CIMA^® designation signifies advanced knowledge and experience in evaluating, selecting, and managing complex investment portfolios.

Outside of the office, Bennett is actively involved in the community, serving as a member of Christ Church, West Raleigh Baseball League, Wake County Basketball Association, Western Wake Fire and Rescue, Lacy Foundation, and the ALS Foundation. He is an avid recreational golfer, enjoys college sports, and cherishes spending time with his wife and three children.

Shelley is a Wealth Management Advisor with over a decade of experience crafting holistic, comprehensive wealth management strategies that help clients grow and preserve their assets while anticipating and addressing life's significant milestones.

Within the Sizemore Group, Shelley manages investments and conducts in-depth portfolio analysis. She also collaborates with clients and corporate retirement plans on fund analysis and planning.

A Certified Financial Planner^® (CFP^®), Shelley effectively translates financial planning principles into practical solutions that help clients achieve their goals. She holds the prestigious CIMA^® designation from The University of Chicago Booth School of Business, reflecting her advanced knowledge and experience in evaluating, selecting, and managing complex investment portfolios. Additionally, Shelley holds the C(k)P^® designation, specializing in retirement plans for business owner clients, helping them save for retirement while supporting their employees' retirement goals.

Shelley earned an MBA and a Bachelor of Science degree from Campbell University in Buies Creek, NC. As an undergraduate, she majored in trust and wealth management and minored in accounting.

Prior to joining Morgan Stanley in 2011, Shelley worked for US Trust and Merrill Lynch Trust Company, where she focused on designing trust and estate plans to address a wide range of personal, tax, financial, and legacy planning needs.

Outside of work, Shelley is a member of the Wake County Estate Planning Council and is active in her church. She enjoys staying active, spending time outdoors, and cherishing moments with her husband and two children.

Mary is a seasoned Wealth Management Advisor with over four decades of experience in the financial services industry. She has navigated diverse market cycles and economic landscapes throughout her career, providing clients with insightful and personalized financial guidance.

Mary joined Morgan Stanley in 1998 and subsequently joined The Sizemore Group, leveraging this team's expertise to enhance her practice and offer a broader range of solutions to both individual and corporate clients. With a focus on retirement planning, She assists clients in achieving their long-term financial goals by creating and implementing customized strategies.

Mary holds the prestigious Certified Wealth Strategist (CWS^®) credential from the Cannon Financial Institute. This rigorous program, combined with advanced training at Morgan Stanley, equipped her with the technical knowledge, management skills, and client interaction expertise necessary to develop and implement sophisticated investment strategies.

Mary is a Certified Financial Planner^® (CFP^®), a designation earned in 2017. This prestigious credential underscores her commitment to adhering to the highest ethical standards and providing clients with comprehensive and personalized financial guidance.
In 2022, Mary earned the Lending Specialist designation through Morgan Stanley, expanding her capabilities in various areas of lending and cash management.

Mary holds a Bachelor of Arts Degree from the University of Colorado at Boulder, graduating with honors. She is a dedicated mentor to undergraduate students in finance and accounting through the University of Colorado Leeds Professional Mentoring Program, reflecting her commitment to supporting the next generation of financial professionals.

Outside of work, Mary enjoys outdoor activities such as hiking and waterskiing. She is an avid birdwatcher and enjoys spending time with her companion, Indie, a 50-pound white Labradoodle. She cherishes time with her two grown daughters and values spending time with family and friends. Mary is a proud American and supports our men and women in service.

Since 2011, Jillian has been an integral member of our team, contributing to the development of comprehensive financial plans and investment strategies for clients. She works closely with business owners and participants in corporate retirement plans, providing guidance tailored to their unique financial needs and goals.

Jillian’s primary objective is to instill confidence in clients that their portfolios are thoughtfully designed to navigate both favorable and challenging market conditions.

A Certified Financial Planner™ (CFP^®), Jillian effectively translates financial planning principles into practical solutions that help clients achieve their objectives. She also holds the Chartered Retirement Plans Specialist℠ (CRPS^®) designation, demonstrating a deep understanding of the intricacies and mechanics of corporate retirement plans.
Jillian graduated from North Carolina State University with a Bachelor of Arts degree in International Studies with an emphasis on economics and environment.

Outside of work, Jillian enjoys traveling, working out, cooking, and spending time with family.

Ralston understands the complexities of today's financial landscape. Drawing upon his experience as a former college and professional basketball player, he recognizes the critical role of a coach in guiding individuals through life's important decisions, particularly those concerning their financial well-being.
He emphasizes the necessity of a well-defined game plan, coupled with disciplined execution, to achieve desired goals. Ralston's background as a shooting guard and team captain instilled in him the importance of clear communication, trust, and dedication in developing and implementing successful strategies. He brings this same level of focus and strategic thinking to his role as a financial advisor.

Ralston is committed to creating personalized game plans tailored to the unique financial goals of his clients, including business owners, affluent investors, and professional athletes. Leveraging the resources of a deep bench, his team provides comprehensive service, innovative ideas, and tailored solutions, while prioritizing tax-aware financial strategies.

He is actively engaged in his community, serving as a member of the NC State Wolfpack Club, a board member of the NC State Alumni Association, the University Development Coalition (UDC), and Beyond Basketball, a non-profit organization dedicated to youth leadership and mentorship. Ralston's passion for teamwork and collaboration drives his approach, and he finds fulfillment in helping clients achieve their highest financial potential.

With over 20 years of experience in financial services, Nichole thrives as a Senior Registered Associate with The Sizemore Group. She is the head of our operations, ensuring exceptional client service while keeping the team running efficiently. Nichole excels at coordinating workflow and crafting procedures streamlining logistical and administrative processes, benefiting both clients and team members alike.
A Magna cum laude graduate of Pfeiffer University with dual Bachelor of Science degrees in Business and Management Information Systems, Nichole brings a well -rounded skillset to the table. Prior to joining The Sizemore Group, she honed her expertise at RBC Wealth Management in Charlotte, NC before joining Morgan Stanley in 2011.
A native and true to heart North Carolinian, Nichole enjoys time both in the mountains and the beaches. Outside of work, she enjoys whipping up delicious meals, exploring new destinations, and spending time with her family and their charcoal Labrador retriever.

Constance leverages over 13 years of financial industry experience as a Portfolio Associate with The Sizemore Group. She focuses on client onboarding, prospect development, and ensuring smooth day-to-day operations for the team.

Constance’s responsibilities include managing corporate retirement plans (401(k)s & 529s), philanthropic planning initiatives, and client asset movement. Additionally, she oversees digital tools and resources to enhance the client experience.

Prior to joining Morgan Stanley in 2019, Constance held roles at Merrill Lynch and Bank of America. She holds a Bachelor of Arts degree in Communications (Radio, TV, & Film) from Howard University, graduating summa cum laude.

Outside of work, Constance prioritizes family and friends, enjoys leisure activities, and has a passion for travel.

With over 26 years of experience in event planning, marketing, and sales, Tate joined the Sizemore Group in May 2019 to enhance the client experience. A UNC-Chapel Hill graduate with a B.A. in Marketing and Communications, Tate is dedicated to building strong client relationships. She specializes in managing client events, education, and communications, ensuring seamless service and exceeding expectations.

Known for fostering a collaborative environment, Tate prioritizes clear communication and effective teamwork, always striving to enhance the client experience.

When not working, Tate enjoys puzzles, reading, traveling, music, gardening, and spending time with her family and dogs out on the water.

Hayley brings a diverse background to our team, with experience in psychology, art, and business. She holds a Bachelor of Arts in Psychology from Meredith College and has pursued graduate studies in Art Therapy and Fine Art.

Prior to joining our firm, Hayley held various roles including positions in finance, childcare, and healthcare recruitment. She also owned and operated a Fine Art Gallery, showcasing her passion for creativity.

Hayley is a dedicated professional with a strong work ethic and a commitment to client satisfaction. She enjoys connecting with people and helping them achieve their financial goals.

When not working, Hayley enjoys spending time with her family, exploring local art and cultural events, and pursuing her hobbies of gardening, cooking, and traveling.

Anna is a University of Colorado graduate with dual degrees in Psychology and Communication. A former captain of the CU women's lacrosse team, she brings strong work ethic, leadership, and a competitive spirit to her professional endeavors.
Previously, Anna served as a Partnership Services Coordinator for LEARFIELD, where she managed corporate sponsorships for the University of Colorado Athletics Department for two years.
Outside of work, Anna enjoys exploring the Colorado outdoors through hiking, trail running, skiing, and camping. Hiking in Boulder after work is a regular part of her routine when the weather permits.