Senior Vice President, Wealth Advisor, Senior Portfolio Management Director, Family Wealth Advisor
Phone:
(414) 256-2544(414) 256-2544
The Suter Ward Group at Morgan Stanley
Direct:
(414) 256-2553(414) 256-2553
Toll-Free:
(800) 965-4967(800) 965-4967
Our Mission Statement
Experience, intellectual capital, and dedicated personal service to help you meet your life goals
Welcome
As your Financial Advisors, our mission is to help make your wealth work as hard as it can. To accomplish this goal, we must ask the right questions, find appropriate strategies and put all of our experience and resources at Morgan Stanley to work for you. You can count on us to understand the life you envision, and only then can we help create wealth management strategies aimed at meeting the objectives that matter most to you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Crafting a Plan
At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. We follow a disciplined process that enables us to work with you to craft a possible solution that can help to meet your individual financial needs by:
•Developing a thorough understanding of your financial goals and objectives
• Reviewing and analyzing your current financial situation
•Identifying and tailoring solutions that can help you meet your individual needs
•Implementing your customized strategy, including personalized services and benefits
•Reviewing your strategy, meeting periodically to discuss your goals and needs
•Developing a thorough understanding of your financial goals and objectives
• Reviewing and analyzing your current financial situation
•Identifying and tailoring solutions that can help you meet your individual needs
•Implementing your customized strategy, including personalized services and benefits
•Reviewing your strategy, meeting periodically to discuss your goals and needs
Your Goals
Our process will help you reach you financial goals by creating a strategy that is:
• Highly individualized and committed to helping you achieve financial success
•Flexible
•Responsive to changes in your life and in your priorities over time
•Comprehensive
•Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
• Highly individualized and committed to helping you achieve financial success
•Flexible
•Responsive to changes in your life and in your priorities over time
•Comprehensive
•Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
Next Steps
If this sounds like what you need to gain confidence in your financial life and you are ready to explore what what could look like, schedule a conversation with our team
Click here to schedule a meeting with our teamDigital Tools & Resources
Morgan Stanley Provides a wide variety of digital tools and resources to help clients keep track of their financial profile. Click on each link below to learn more about each specific tool.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online today
Family Office Resources
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Click here to learn more
MS Reserved
MS Reserved Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Click here to learn moreLocation
20975 Swenson Drive
Suite 300
Waukesha, WI 53186
US
Direct:
(414) 256-2553(414) 256-2553
Toll-Free:
(800) 965-4967(800) 965-4967
Meet The Suter Ward Group
Phone:
(414) 266-5153(414) 266-5153
Phone:
(262) 523-8311(262) 523-8311
Jason Steichen
Portfolio Management Associate
Phone:
(414) 266-5158(414) 266-5158
Kathleen Langston Forbes
Portfolio Associate
Phone:
(414) 256-2553(414) 256-2553
Shannon Corccoran
Client Service Associate
Phone:
(414) 226-3003(414) 226-3003
About Vincent Suter
Vince Suter is a Senior Vice
President, Senior Portfolio
Management Director, and Family Wealth
Advisor. He has been helping
clients achieve their financial goals
for over 20 yrs. Vince focuses on
developing client relationships
and understanding each client's
aspirations. Armed with this
information, he employs the
resources of Morgan Stanley and
his team to develop a personalized
investment strategy.
President, Senior Portfolio
Management Director, and Family Wealth
Advisor. He has been helping
clients achieve their financial goals
for over 20 yrs. Vince focuses on
developing client relationships
and understanding each client's
aspirations. Armed with this
information, he employs the
resources of Morgan Stanley and
his team to develop a personalized
investment strategy.
Securities Agent: WA, KS, IL, MO, MA, DC, MD, WY, TX, SC, OH, KY, IN, CA, OR, NJ, NC, IA, CO, TN, LA, WI, SD, PA, NM, ND, VA, HI, MI, GA, MN, NV, MT, FL, AZ, AL, OK, NY; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1253139
NMLS#: 1253139
About Michael Ward
As a Certified Financial Planner and Portfolio Management Director, Mike works with clients to help achieve their financial goals as simply and efficiently as possible. He enjoys helping clients to identify their financial priorities, develop a plan, and execute a sound strategy.
Securities Agent: VA, IN, TN, PA, NV, NC, HI, CA, AL, OK, MI, OR, MN, IA, WY, ND, MA, KY, DC, NY, NM, LA, GA, WI, WA, SC, TX, NJ, MT, MO, KS, IL, FL, CO, AZ, SD, OH, MD; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290430
CA Insurance License #: 4019710
NMLS#: 1290430
CA Insurance License #: 4019710
About Brandon Cintron
Brandon works closely with high-net
worth individuals, families,
and businesses. He works one-on-one
with clients to create wealth
and investment management
strategies. He identifies investment
opportunities and provides access to
Morgan Stanley's intellectual capital
and global reach. This can include
introductions to investment bankers,
estate & trust directors, alternative
investments, family office solutions,
insurance & annuity specialist, and
private bankers.
worth individuals, families,
and businesses. He works one-on-one
with clients to create wealth
and investment management
strategies. He identifies investment
opportunities and provides access to
Morgan Stanley's intellectual capital
and global reach. This can include
introductions to investment bankers,
estate & trust directors, alternative
investments, family office solutions,
insurance & annuity specialist, and
private bankers.
Securities Agent: CO, WY, NV, NC, MT, TN, NY, MI, KS, IN, TX, SD, PA, KY, VA, OK, FL, NH, IL, DC, WI, NM, SC, MD, CA, AL, OH, ND, HI, GA, AZ, OR, MO, MN, WA, NJ, MA, LA, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 1542779
NMLS#: 1542779
About Jason Steichen
Jason Steichen is an Assistant Vice
President, Portfolio Management
Associate. He focuses on asset
allocation, portfolio construction,
and risk management. Jason received
his Bachelor of Arts from the
University of Wisconsin-Whitewater.
Mr. Steichen received his Certified
Portfolio Manager® designation
from the Academy of Certified
Portfolio Managers in conjunction
with Columbia University.
President, Portfolio Management
Associate. He focuses on asset
allocation, portfolio construction,
and risk management. Jason received
his Bachelor of Arts from the
University of Wisconsin-Whitewater.
Mr. Steichen received his Certified
Portfolio Manager® designation
from the Academy of Certified
Portfolio Managers in conjunction
with Columbia University.
About Kathleen Langston Forbes
Kathy Forbes is a Portfolio
Associate. She received her Bachelor
of Science degree from Concordia
University. Kathy has intimate
knowledge of corporate processes
and procedures. She is highly skilled
at solving problems and delivering
high level client service. Ms. Forbes
has been with Morgan Stanley since
2006.
Associate. She received her Bachelor
of Science degree from Concordia
University. Kathy has intimate
knowledge of corporate processes
and procedures. She is highly skilled
at solving problems and delivering
high level client service. Ms. Forbes
has been with Morgan Stanley since
2006.
About Shannon Corccoran
Shannon is an experienced professional in the financial services industry since 2011. She is focused on delivering a high level of personalized service to the clients of The Suter Ward Group. Before joining Morgan Stanley in 2022, Shannon held various roles such as Mutual Funds Specialist, Trader, and Branch Administrator.
Contact Vincent Suter
Contact Michael Ward
Contact Brandon Cintron
Wealth Management
Global Investment Office
Portfolio Insights
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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
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Suter Ward Group today.
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.
1Morgan 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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, charitable giving, philanthropic planning and other legal matters.
3Morgan 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.
4When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
6When 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.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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, charitable giving, philanthropic planning and other legal matters.
3Morgan 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.
4When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
6When 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.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
