The Thomas Group at Morgan Stanley

John brings a lifetime of experience to his role as a Wealth Advisor and Senior Portfolio Management Director at Morgan Stanley. For over 28 years, he has been serving the specialized needs of financially successful individuals and families living in the Boise area and around the country. In 2022, John was named to Barron's Best in State. He enjoys helping clients solve their financial challenges, delivering thoughtful and objective advice for life’s most important milestones.

John joined the Morgan Stanley family in 1995 and has built his practice with the same firm his entire career. This rare tenure enables him to build longstanding relationships with the firm’s senior leaders, providing clients with immediate access to the full scope of Morgan Stanley’s intellect and global resources. John’s exceptional relationship management skills enable him to understand the intricate details of each client’s personal wealth. He focuses on what is most important to each family, so he can develop a tailored plan to meet their needs and goals.
John believes success in financial planning starts with a comprehensive wealth strategy. His results-driven approach begins with a face-to-face meeting to fully understand each client’s specific objectives, personal values and family circumstances. This information serves as the foundation for the development of a comprehensive financial plan and investment strategy that is designed to weather various market conditions and business cycles.
Originally from California, John moved to Boise at the age of nine where he attended the local schools and graduated from Bishop Kelly High School. He graduated from Boise State University with B.S. degree in Marketing. Throughout his career, John has remained committed to ongoing education for himself and his clients. He has earned important certifications at Morgan Stanley, including Wealth Advisor and Portfolio Management Director. These credentials demonstrate John’s ongoing commitment to a world-class client experience.

John believes balance is vital to a happy life. Outside of the office, he enjoys snow and water skiing, boating, cycling and spending time in McCall and Sun Valley with family and friends. His life centers on a love for his family. He and his wife, Courtney, have been married since 1993 and find their most valued assets are their two sons, Taylor and Trent.

A second-generation Financial Advisor, Taylor works alongside his father, John, in managing their family wealth management practice. Together, they enjoy working with financially successful individuals and families, providing highly personalized advice through a disciplined process. Taylor focuses on helping clients achieve their short- and long-term goals, which often include planning for a successful retirement, implementing tax-efficient strategies and incorporating socially-responsible investments into their portfolio in support of their personal values and making the world a better place.

Growing up in a household dedicated to serving the needs of local families and business leaders, Taylor hoped that someday he too would become a financial advisor like his father, helping clients achieve their goals and having a profound impact on the quality of their lives.

While earning his B.S. degree in Economics at the University of Utah, Taylor interned at a Morgan Stanley branch near campus. Upon graduation, he joined his father’s practice in Boise and formed The Thomas Group in 2017. Today, Taylor plays a key role in the team’s business development and financial planning efforts.

Outside of the office, Taylor continues his commitment to rugby, a sport he excelled in at the University of Utah. While there, he captained the rugby team and was named All-American in 2015. Taylor is also an outdoor enthusiast and enjoys mountain biking, skiing and travelling, as well as spending time with his Golden Retriever, Chief.

As a Client Service Associate at The Thomas Group, Katie focuses on building strong client relationships and providing superior service. She is committed to providing each client with the highest level of personal service and integrity possible, as she provides a wide range of operational services. Her primary responsibilities include onboarding new clients, scheduling meetings, and helping clients manage their personal, business and cash management accounts.

Prior to joining Morgan Stanley, Katie worked in the mortgage industry as both a loan officer and as a loan processor. During her first full year as a loan officer, Katie produced over $40 million in volume in both refinance and purchase transactions.

Katie has only lived in Boise for six years and is excited about all the Idaho she has yet to explore. Outside the office, she likes to spend time with friends and family, compete in fantasy sporting leagues, and horseback riding.

Phone: 208-338-2725

Email: katie.coleman@morganstanley.com