Welcome

Established in 1993, The Sprenkle Stacy Wealth Management Group is a highly credentialed team of investing, wealth planning, retirement plan consulting and client service professionals. Based in Cincinnati, we deliver customized retirement solutions to a national clientele of private and public corporations, and we offer comprehensive wealth planning services to affluent families and their family offices. By combining our own talents and experience with the vast resources of Morgan Stanley and the specialized capabilities of Private Wealth Management, we help high-achieving people navigate complex financial lives.

Our approach begins with a commitment to understanding and addressing your unique needs and the aspirations you have for yourself, your family, your business and community. This enables us to craft highly customized plans based on your unique circumstances. We will deliver a superior level of service to simplify your financial life, and we offer an experienced perspective to help you make consequential financial decisions with confidence.

We look forward to learning more about you and your family, and to discussing our approach to helping you realize your visions of successful lives. To begin that conversation, please contact us.

Thanks to the trust our clients have placed in us, The Sprenkle Stacy Wealth Management Group was named as a Forbes Best-In-State Wealth Management Team in 2024.
Capabilities
  • Comprehensive Wealth Management
  • Corporate Retirement PlansFootnote1
  • Portfolio Management
  • Estate Planning StrategiesFootnote2
  • Cash Management & LendingFootnote3
  • Trust ServicesFootnote4
  • Pre-liquidity Planning
  • Business Succession PlanningFootnote5
  • Alternative InvestmentsFootnote6
  • Private Investments
  • Philanthropic Services
  • Single Family Office Services
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $980 billion in AUM1
  • Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024

Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's 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 Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Location

221 East Fourth St. Atrium Two
Suite 2200
Cincinnati, OH 45202
US
Direct:
(513) 762-5325(513) 762-5325

Meet The Sprenkle Stacy Group

About Me

Over a career spanning three decades, Christopher Sprenkle has consistently demonstrated an exceptional commitment to excellence in wealth management and corporate retirement benefits. As a founding member of The Sprenkle Stacy Group, Christopher leads a team of highly credentialed professionals who serve approximately 50 institutions in the realm of retirement benefits, and who provide personalized wealth management strategies to 300 ultra high net worth families. The team’s collaborative approach ensures that each client receives tailored solutions designed to meet their unique financial goals.

Under Christopher’s leadership, The Sprenkle Stacy Group has garnered significant industry recognition. Thanks to the trust his clients have placed in him and his team, they were named among Forbes “Best-in-State Wealth Management Teams” in 2024. Christopher also individually earned a spot on Forbes “Best-in-State Wealth Advisors” list the same year. These accolades reflect the team’s dedication to providing exceptional financial services.

Christopher’s expertise is further underscored by his professional certifications, including CERTIFIED FINANCIAL PLANNER™, Certified Plan Fiduciary Advisor®, and Chartered Retirement Plans Specialist™. These designations highlight his comprehensive knowledge and adherence to the highest standards in financial planning and retirement consulting.
Securities Agent: VI, GA, RI, OR, OK, NC, MA, KS, IA, VA, SD, PR, OH, NH, MS, MI, DE, AR, WV, WA, NM, NJ, FL, MN, ME, CO, AZ, AK, WI, TX, LA, IN, WY, VT, UT, NV, HI, TN, MT, MD, KY, CA, AL, SC, PA, NY, NE, ND, MO, IL, ID, DC, CT; BM/Supervisor; General Securities Representative; Investment Advisor Representative

About Me

A senior partner of The Sprenkle Stacy Group, Benjamin Stacy leads a team of professionals dedicated to delivering individualized financial strategies and white glove service to a select national clientele of affluent families and corporate retirement plan clients.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Ben is committed to upholding the highest standards in the financial planning industry. His dedication to his clients and profession has earned him the trust of his clients and elite industry recognition. In 2018 and 2020, Ben was recognized by the Financial Times as a top 401 advisor to retirement plan sponsors in their annual FT Top 401 Advisors list. In 2023, Ben was also recognized by Forbes in their annual “Best-in State Wealth Management Advisor” rankings for Ohio. In 2024 and 2025, the Sprenkle Stacy Group was recognized by Forbes “Best-in State Wealth Management Teams” for Ohio.

In addition to his professional endeavors, Ben is deeply committed to promoting financial literacy within his community. He played a pivotal role in establishing the Investment Club at Cincinnati Country Day School and remains actively involved with students where they invest real dollars in long-term investment strategies.

Ben and his wife, Kelly, have three adult children. They enjoy golfing, traveling and fishing and are passionate fans of the Cincinnati Bengals and Reds.
Securities Agent: KS, WV, AK, SC, RI, MS, PA, MT, IN, ID, OR, ME, CT, AZ, DE, PR, NM, NE, IA, GA, WI, AR, AL, WA, TX, SD, OH, NJ, CA, VI, OK, NY, MA, KY, HI, CO, IL, VT, VA, NV, NC, MO, MD, UT, TN, NH, ND, MN, DC, FL, WY, MI, LA; General Securities Representative; Investment Advisor Representative

About Me

With over 20 years of experience in the financial services industry, Anthony (Tony) Duggan C(k)P, CPFA®, CRPS® is a seasoned financial advisor, specializing in corporate retirement plans. He is nationally recognized for his expertise in designing and managing retirement strategies that help businesses and their employees achieve long-term financial success. Tony was recognized as a top 401 advisor by Financial Times five times between 2015-2020 and as a top 100 retirement plan advisor in 2019 by Plan Adviser Magazine. Tony’s knowledge of qualified retirement plans, including 401(k) and other corporate retirement solutions, has earned him a strong reputation as a trusted advisor in the corporate sector.
Tony’s commitment to his clients goes beyond simply providing financial advice—he works closely with organizations to create customized retirement plans that align with their goals and help secure the financial futures of their employees. His work is rooted in a deep understanding of both the complexities of retirement planning and the unique needs of businesses.
A two-time cancer survivor, Anthony has developed a profound appreciation for life and the importance of planning for the future. His personal journey has driven him to become an advocate for cancer awareness and support in his community. Tony and his wife Missy are passionate about fighting cancer and actively participate in local initiatives aimed at raising funds and providing resources for those affected by the disease.
Outside of his professional life, Tony enjoys playing golf and traveling with his family.
Securities Agent: WA, CO, UT, OR, MS, CA, RI, ND, MD, LA, HI, WY, NC, AL, VT, SC, NV, NM, MO, ID, DE, AK, OH, MN, MI, MA, IL, WI, VI, NJ, NE, ME, KY, WV, SD, PR, PA, OK, MT, IA, VA, TX, NY, AZ, GA, FL, CT, AR, TN, NH, KS, IN, DC; General Securities Representative; Investment Advisor Representative

About Me

Brian Delany began his career in the financial services industry in 2004. Prior to joining the team, Brian worked as a research analyst in the SF Bay Area for a long/short equity hedge fund and for a private equity group focused on middle market businesses. Subsequent roles include working as an investment banking analyst and as a financial analyst for a fleet management company. Brian’s fundamental investing experience with both buy side and sell side firms provides unique perspective for high net worth clients. He was a member of the 2013 National MS Society’s Leadership Class and continues to volunteer with the local chapter.

Brian is a past Young Leadership Committee member for the Juvenile Diabetes Research Foundation and an alumni board member of the Carl H. Lindner Honors-PLUS Program. He currently serves as a board member of the Sigma Chi Fraternity House Corporation. Brian graduated summa cum laude with a B.B.A. in finance and accounting from the Carl H. Lindner Honors-PLUS Program at the University of Cincinnati.
Securities Agent: OR, FL, PR, NH, DC, NM, MS, MN, MD, ID, HI, SD, PA, NV, NJ, ND, MT, MI, MA, KY, KS, IA, DE, AR, VI, TX, OK, WI, VA, LA, IN, AK, WY, UT, TN, NY, MO, ME, IL, GA, CA, AL, NE, CT, VT, OH, NC, RI, CO, AZ, WV, WA, SC; General Securities Representative; Investment Advisor Representative

About John Willcox

With over six years of financial services experience training as a Chartered Retirement Planning Counselor, TM John Wilcox works with clients of The Sprenkle Stacy Group to craft personalized retirement and financial planning solutions based on their specific goals. John assists the team’s senior Advisors’ financial strategy implementation and plays a vital role in the team's wealth management processes.

John began his career in 2019, after graduating from the University of South Carolina with a double major in finance and risk management and insurance. A Cincinnati native, John played football at La Salle High School, and went on to compete as a powerlifter for South Carolina at the state, regional and national level. His hobbies include weightlifting and watching sports.

About Patty Hagood

A financial services veteran of more than three decades, Patricia Hagood plays an integral role delivering an outstanding overall experience to clients of the Sprenkle Stacy Group. Patty often serves as the first point of contact for clients, connecting them to the vast resources of Morgan Stanley to address a wide variety of objectives. Patty is also charged with coordinating client reviews to help ensure that they stay on track with their planning goals. She monitors the team’s liability management process and coordinates wealth management marketing events.

A graduate of Mississippi College with a B.S. in marketing, Patty went on to earn her designation as Certified Retirement Planning Counselor.

About Andrew Felger

Drawing on more than seven years of banking and wealth planning experience, Andrew Felger contributes to an outstanding wealth management experience for clients of The Sprenkle Stacy Group. His many responsibilities include maintaining and servicing client accounts and preparing client reviews.

Prior to joining the team in 2019, Andrew worked with Bank of America and was responsible for credit and underwriting with Global Wealth and Investment Management. He graduated from Goddard College.

Andrew lives in Anderson, Ohio, with his wife and son. Outside of work, he enjoys the outdoors with his family, fishing, hiking, and gardening.

About Kallie Stotts

In her role as a client service associate, Kallie Stotts contributes to an outstanding overall service experience for clients of the Sprenkle Stacy Group. Kallie is charged with a wide variety of operational and marketing responsibilities, assists in coordinating client reviews, and connecting clients to the vast resources of Morgan Stanley, to help them stay on track with their planning goals.

Kallie joined the team in 2024 after graduating from Lindsey Wilson College, located in South Central Kentucky, where she obtained a B.A. in interdisciplinary studies.

About Alex Powell

Drawing on over a decade of experience in the retirement benefit industry, Alex Powell supports the team’s Advisors in delivering an outstanding overall service experience to plan participants. Alex is responsible for a broad range of operational duties, and he contributes to the team’s institutional marketing efforts.

Prior to joining the team in 2025, Alex spent ten years working at a third-party administrator of retirement benefit plans. Beginning as an internal sales representative, he worked his way up to become a plan consultant, regional director, and partner. Alex earned his bachelor’s degree in social psychology from Miami University.

Born and raised in Cincinnati, Alex now lives in West Chester, Ohio. Outside of work, he enjoys golfing, travelling, attending concerts, and watching sports, particularly Arsenal FC.

About Benjamin Kress

Throughout his diverse professional career, Ben Kress has displayed an unwavering commitment to assisting individuals and organizations in overcoming complex challenges. As a dedicated member of the Sprenkle Stacy Group, Ben’s primary objective is to provide industry-leading service to support the team’s clients in pursuit of their goals. His career is built upon the foundation of establishing trustworthy relationships, enabling him to understand the complexities of his clients’ challenges and aspirations, and to help them chart potential paths to success.

Ben joined the team in 2025, having previously worked in the apparel industry and Mid-Market ERP software. His current role involves supporting the team in strengthening and building relationships with both new and existing clients. Ben’s responsibilities range from scheduling reviews, assisting clients in enhancing their experience through Morgan Stanley’s extensive digital tools, and supporting our Advisors as they execute against the team’s strategy.

Ben holds a Bachelor of Science degree in supply chain management from Bowling Green State University, where he graduated in 2019. In his free time, he enjoys playing golf and traveling, or trying out new restaurants with his wife, Meridith. At home, you can often find Ben in the kitchen, experimenting with new recipes.
Wealth Management
Global Investment Office

Portfolio Insights

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
You Work Hard, Make Your 401(k) Plan Work Harder
Article Image

You Work Hard, Make Your 401(k) Plan Work Harder

It’s important to determine how much money you may need to save for a comfortable retirement. Here are three strategies that can help you optimize your 401(k) plan.

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
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.

Tax-Smart Ways to Sell Securities

Realizing profits seems like the best part of investing, but taxes can add up. Our new analytics tool can help investors tap their portfolios in tax-savvy ways.

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
529 Plans and More: Innovative and Effective Ways to Pay for Education
Article Image

529 Plans and More: Innovative and Effective Ways to Pay for Education

A 529 plan is a great way to invest for future education costs, but there are also other options to raise the funds you need.

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
Donor Advised Funds: A Smart Way to Manage Your Giving�
Article Image

Donor Advised Funds: A Smart Way to Manage Your Giving�

There?s more to charitable giving than you may realize. Here?s one method that may be a tax-efficient way to give and can help maximize your impact.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

Back to top



2Morgan 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.

Back to top



3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Back to top



4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.

Back to top



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.

Back to top



6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

Back to top



Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Asset Allocation does not assure a profit or protect against loss in declining financial markets.

The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.

Private Bankers are employees of Morgan Stanley Private Bank, National Association.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Awards Disclosures
CRC 4237142 (02/2025)