Tracey A. Binkley, CFP®
Senior Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
The Triad Group at Morgan Stanley
Our Mission Statement
The Triad Group at Morgan Stanley provides comprehensive wealth management solutions and services to enable our clients to actively pursue their life's purposes and passions!
Welcome
As your Financial Advisor Team, The Triad Group at Morgan Stanley is here to help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
The Triad Group was formed by three individuals with a faith based, service oriented approach to providing a client experience worthy of your trust.
The Triad Group represents the three founding partners, Tracey Binkley, Mark Jacobs, and Ivie Burns, who are proud to have come together while serving clients across the country. The Triad Group name represents its three primary focuses: comprehensive financial planning, wealth management, and world class client service. Working together we can implement a road map that can help you preserve and grow your wealth while providing a dedicated and highly customized client experience.
As you engage with The Triad Group, you will have access to some of the world’s most seasoned and respected investment professionals; a premier trading and execution platform; and a full spectrum of investment choices.
The Triad Group is recognized on the 2025 Forbes Best-In-State Wealth Management Teams ranking.
[Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025]
The Triad Group was formed by three individuals with a faith based, service oriented approach to providing a client experience worthy of your trust.
The Triad Group represents the three founding partners, Tracey Binkley, Mark Jacobs, and Ivie Burns, who are proud to have come together while serving clients across the country. The Triad Group name represents its three primary focuses: comprehensive financial planning, wealth management, and world class client service. Working together we can implement a road map that can help you preserve and grow your wealth while providing a dedicated and highly customized client experience.
As you engage with The Triad Group, you will have access to some of the world’s most seasoned and respected investment professionals; a premier trading and execution platform; and a full spectrum of investment choices.
The Triad Group is recognized on the 2025 Forbes Best-In-State Wealth Management Teams ranking.
[Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025]
Services Include
- Financial PlanningFootnote1
- Wealth Consulting
- Estate Planning StrategiesFootnote2
- Trust Services*
- Business Succession PlanningFootnote3
- Retirement PlanningFootnote4
- 401(k) Rollovers
- Qualified Retirement PlansFootnote5
- Professional Portfolio ManagementFootnote6
- Alternative InvestmentsFootnote7
- Lending Products
- Stock Plan ServicesFootnote8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
What Constitutes Premium Advice
Our 4 step process lays out a clear path to your goals– one you can easily follow, with guidance to help make informed, confident decisions.
Step 1: Gather Important Information
We begin with a detailed conversation that identifies what is truly important to you. We'll ask a series of questions to provide an in-depth understanding of your personal, professional and financial situation and educates us about your long term goals, time horizon and tolerance for risk.
Step 2: Analyze and Develop Your Custom Plan
We'll then analyze your current situation and begin to develop a detailed proposal with recommendations to help you effectively build, preserve and transfer your wealth.
Step 3: Implement Your Plan
Here, we'll present appropriate investment options that, once executed, work together to help you grow your portfolio in an effort to achieve your financial goals.
Step 4: Monitor Your Results
Finally, we'll continuously monitor your investment plan to ensure your portfolio is properly balanced, and the investment vehicles utilized are performing according to preset benchmarks.
Financial Planning with The Triad Group
We start by identifying your specific needs and aspirations. Often these objectives are competing for limited resources and so it becomes necessary to establish priorities. Among the necessities are: adequate cash for living expenses and emergencies; protection from catastrophic risks to life, health and property; and enough income in retirement. Aspirational goals include assisting loved ones, giving to charity and leaving a legacy.
We recommend solutions using both sides of your balance sheet by providing recommendations for investments as well as debt management. We pay close attention to the impact of taxes throughout the process and coordinate with your accountant, attorney and other professionals, to ensure the planning is well implemented.
We recommend solutions using both sides of your balance sheet by providing recommendations for investments as well as debt management. We pay close attention to the impact of taxes throughout the process and coordinate with your accountant, attorney and other professionals, to ensure the planning is well implemented.
Investment Planning
• Review of Portfolio
• Asset Allocation
• Active & Passive Strategies
• Dollar Cost Averaging
• Investment Policy Statement
• Income Strategies
• Alternative Assets
• Hedged Strategies
• Asset Allocation
• Active & Passive Strategies
• Dollar Cost Averaging
• Investment Policy Statement
• Income Strategies
• Alternative Assets
• Hedged Strategies
Retirement Planning
• Retirement Goal Setting
• Business Planning
• Social Security and Medicare
• RMD’s and Withdrawal Strategies
• IRA Contributions & Conversions
• Employer-Sponsored Plans & 401(k)’s
• Self-Employed Retirement Plans
• Annuities & Pensions
• Business Planning
• Social Security and Medicare
• RMD’s and Withdrawal Strategies
• IRA Contributions & Conversions
• Employer-Sponsored Plans & 401(k)’s
• Self-Employed Retirement Plans
• Annuities & Pensions
Tax Strategies
• Review of Cost-Basis
• Carry Forward Losses
• Coordinate with Accountants
• Deductions & Credits
• Tax Loss Harvesting
• Health Savings & Flexible Spending Accounts
• Carry Forward Losses
• Coordinate with Accountants
• Deductions & Credits
• Tax Loss Harvesting
• Health Savings & Flexible Spending Accounts
Risk Management and Insurance
• Review of Existing Policies
• Life Insurance Needs
• Long Term Care Insurance
• Disability Insurance
• Health Insurance
• Homeowner’s or Renter’s Insurance
Disclaimer:
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
• Life Insurance Needs
• Long Term Care Insurance
• Disability Insurance
• Health Insurance
• Homeowner’s or Renter’s Insurance
Disclaimer:
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Cash Flow, Budget, and Debt Management
• Income Sources
• Expenses & Budgeting
• Debt Management
• Emergency Funding
• Mortgage Review
• Planned Large Expenditures
• Lending Solutions
• Expenses & Budgeting
• Debt Management
• Emergency Funding
• Mortgage Review
• Planned Large Expenditures
• Lending Solutions
Assistance to Loved Ones
• Gifting
• Education Planning
• Caring for Elderly
• 529 College Savings Plans
• Roth IRA’s for Children
• Help Child Purchase a Home
• 529 College Savings Plans
• Education Planning
• Caring for Elderly
• 529 College Savings Plans
• Roth IRA’s for Children
• Help Child Purchase a Home
• 529 College Savings Plans
Estate Planning Strategies and Charitable Giving
• Strategies to Minimize Estate Taxes
• Charitable Gifts from IRA
• Beneficiary Designations
• Gifting Strategies
• Coordinate With Attorneys
• Trust Services
Disclaimer:
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.
• Charitable Gifts from IRA
• Beneficiary Designations
• Gifting Strategies
• Coordinate With Attorneys
• Trust Services
Disclaimer:
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.
CFP® Advantage
CERTIFIED FINANCIAL PLANNER™ practitioners are qualified to help individuals pull all their finances together, solve financial problems, and make a plan to help achieve their financial goals. This certification requires an extensive curriculum of training, a comprehensive exam, hours of industry experience and strict adherence to ethical standards.
The Triad Group at Morgan Stanley has two CFP® certified advisors supporting the clients of their practice, Tracey Binkley and Mark Jacobs.
Together and with the support of their team they utilize the board recommended steps in the financial planning process.
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves CFP® practitioners.
CFP® practitioners are held to strict ethical standards to help ensure financial planning recommendations are in your best interest. What’s more, CFP® practitioners must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves CFP® practitioners.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with CFP® practitioners, you are working with someone committed to providing the highest level of financial planning.
The Triad Group at Morgan Stanley has two CFP® certified advisors supporting the clients of their practice, Tracey Binkley and Mark Jacobs.
Together and with the support of their team they utilize the board recommended steps in the financial planning process.
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves CFP® practitioners.
CFP® practitioners are held to strict ethical standards to help ensure financial planning recommendations are in your best interest. What’s more, CFP® practitioners must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves CFP® practitioners.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with CFP® practitioners, you are working with someone committed to providing the highest level of financial planning.
Valuable Tools and Resources
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We’ve provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
US Policy Pulse: Debt Ceiling FAQs
The US Policy Pulse consists of monthly reports developed by our Thematic & Macro Investing team examining the relationship between financial markets, the economy and US policy. Check out the most recent edition below.
Access Here
2025 Tax Tables
These tables outline the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
Access Here
2024 IRA Contribution Limits
The IRS has announced retirement plan benefit and contribution limits for 2025. You can review all plan type 2025 contribution limits here.
Access Here
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit our Security Center
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
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Check out the latest episode
Addressing Cybercrime
In a world that is now more virtual than ever, staying safe online is nothing short of paramount. Take advantage of these helpful hints on how to tell if you've been hacked.
Learn how to detect hacking
Reserved Offers
Exclusive offers to keep Reserved Clients and their families safe and engaged. Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment and more.
Browse The Latest Reserved Offers
Reserved Insights
Curated insights and articles spanning such topics as Family, Lifestyle, Health & Planning, Travel, and Giving Back.
Browse the Latest Reserved Insights
Signature Access
Signature Access, the highest tier of Morgan Stanley’s complimentary loyalty program Reserved Living & Giving, gives clients with $10 million or more in assets at the firm access to world class services such as Private Health Advisory, Personal Cybersecurity Services, Aircraft Management and more in addition to all the discounts and content available through Reserved Living & Giving.
Signature Access LoginLocation
2000 Meridian Blvd
Suite 290
Franklin, TN 37067
US
Direct:
(615) 617-6000(615) 617-6000
3102 West End Ave
Suite 200
Nashville, TN 37203
US
Meet The Triad Group
Mark T. Jacobs, CFP®
Senior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
Phone:
(615) 298-6533(615) 298-6533
Ivie P. Burns, II
Senior Vice President, Financial Advisor
Phone:
(615) 617-6010(615) 617-6010
Vyvonne L Phoutharansy
Associate Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(615) 617-6009(615) 617-6009
John Sant Amour
Senior Vice President, Financial Advisor
Phone:
(615) 617-6011(615) 617-6011
Jessica Kerr
Portfolio Associate
Phone:
(615) 617-6006(615) 617-6006
Brianna King
Client Service Associate
Phone:
(615) 617-6026(615) 617-6026
About Tracey A. Binkley
Raised on a small farm in Middle Tennessee, Tracey understands the value of hard work, integrity, and long-term client relationships. As a voracious reader, lifelong learner, and lover of history, Tracey brings creative energy to his role as Chief Investment Officer and a founding member of The Triad Group at Morgan Stanley. With more than 25 years in the financial services industry, he creates comprehensive wealth management plans and provides customized solutions for high net worth clients, families and institutions.
Tracey views his profession as a “workplace ministry” through which he can help clients find financial success and significance and to give back to their families, churches, and communities. Tracey is a CERTIFIED FINANCIAL PLANNER™ professional, and he works with individuals and families to help map out a comprehensive path to financial success.
Tracey is a devoted husband and father to three sons, and he makes times to give back to others. He is active at World Outreach Church; American Heart Association; Greenhouse Ministries Board; Leadership Rutherford Council; and the Rutherford County Industrial Development Board. He is also very involved in the national leadership of Alpha Gamma Rho Fraternity. In his leisure time, Tracey is an active runner, certified barbecue judge, and father to two (soon to be three) Eagle Scouts.
Tracey views his profession as a “workplace ministry” through which he can help clients find financial success and significance and to give back to their families, churches, and communities. Tracey is a CERTIFIED FINANCIAL PLANNER™ professional, and he works with individuals and families to help map out a comprehensive path to financial success.
Tracey is a devoted husband and father to three sons, and he makes times to give back to others. He is active at World Outreach Church; American Heart Association; Greenhouse Ministries Board; Leadership Rutherford Council; and the Rutherford County Industrial Development Board. He is also very involved in the national leadership of Alpha Gamma Rho Fraternity. In his leisure time, Tracey is an active runner, certified barbecue judge, and father to two (soon to be three) Eagle Scouts.
Securities Agent: NY, ND, MI, TX, SC, KY, WA, VA, NE, FL, CO, OH, IN, MD, LA, KS, GA, CA, OR, NC, MS, AZ, AL, MA, AR, WI, TN, PA, NJ, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1265272
NMLS#: 1265272
About Mark T. Jacobs
Mark is driven to help others pursue and attain their life’s purpose!
You may have seen or heard Mark when he was a regular guest and contributor on the Fox 17 television show Tennessee Mornings and the Grand Ole Opry radio station 650 WSM, discussing a broad array of financial matters.
Mark began serving clients and guiding them through their financial lives over 27 years ago as the founding member of Mark Jacobs and Associates, which later became Mark Jacobs Wealth Management. Since 2006, the focus of his practice has been working with families looking for advanced retirement income planning advice using cutting-edge financial planning. Mark works with a select group of private clients and small businesses, focused on proactive wealth management with an emphasis in distributing assets and helping maximize retirement income.
Mark formed The Triad Group, along with Tracey Binkley and Ivie Burns, to leverage each other’s skills and strengths to best serve the clients in their practice. Mark advises the clients of The Triad Group in many ways including financial planning, corporate services, and risk management services, referral management.
Mark has been honored to serve various organizations across the community, including Church Missions Network, Jonah's Journey, The Glade Church, and more recently Donelson Christian Academy . His passions revolve around sharing time with his beautiful wife, Tamra, of over 24 years; he loves being the dad of his 2 wonderful children, Logan and Landon, and occasionally finds the time to enjoy a round of golf.
You may have seen or heard Mark when he was a regular guest and contributor on the Fox 17 television show Tennessee Mornings and the Grand Ole Opry radio station 650 WSM, discussing a broad array of financial matters.
Mark began serving clients and guiding them through their financial lives over 27 years ago as the founding member of Mark Jacobs and Associates, which later became Mark Jacobs Wealth Management. Since 2006, the focus of his practice has been working with families looking for advanced retirement income planning advice using cutting-edge financial planning. Mark works with a select group of private clients and small businesses, focused on proactive wealth management with an emphasis in distributing assets and helping maximize retirement income.
Mark formed The Triad Group, along with Tracey Binkley and Ivie Burns, to leverage each other’s skills and strengths to best serve the clients in their practice. Mark advises the clients of The Triad Group in many ways including financial planning, corporate services, and risk management services, referral management.
Mark has been honored to serve various organizations across the community, including Church Missions Network, Jonah's Journey, The Glade Church, and more recently Donelson Christian Academy . His passions revolve around sharing time with his beautiful wife, Tamra, of over 24 years; he loves being the dad of his 2 wonderful children, Logan and Landon, and occasionally finds the time to enjoy a round of golf.
Securities Agent: KS, TN, NY, NC, MS, MO, OR, NE, KY, CA, WI, PA, OH, NJ, AR, HI, WA, TX, MI, LA, GA, AZ, AL, IL, ND, MD, IN, VA, CO, FL, SC, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1377879
NMLS#: 1377879
About Ivie P. Burns, II
Ivie has a passion for answering the question, “Am I going to be, okay?”
He began his career in 1991 after earning his degree from the University of Tennessee, Knoxville.
As a founding member of The Triad Group at Morgan Stanley, Ivie advises his clients regarding retirement planning, client education, financial planning, trust and estate planning strategies, endowments, and foundations.
Beyond his professional work, Ivie is Life Loyal Sig of the Sigma Chi Fraternity and actively involved in his local community, having most recently served on the board of the University of Tennessee, Knoxville – Alumni Association.
When Ivie is not serving his community or his clients, he enjoys spending time on his farm in Eagleville, TN with his wife, Stephanie, and their two children.
Disclaimer:
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.
He began his career in 1991 after earning his degree from the University of Tennessee, Knoxville.
As a founding member of The Triad Group at Morgan Stanley, Ivie advises his clients regarding retirement planning, client education, financial planning, trust and estate planning strategies, endowments, and foundations.
Beyond his professional work, Ivie is Life Loyal Sig of the Sigma Chi Fraternity and actively involved in his local community, having most recently served on the board of the University of Tennessee, Knoxville – Alumni Association.
When Ivie is not serving his community or his clients, he enjoys spending time on his farm in Eagleville, TN with his wife, Stephanie, and their two children.
Disclaimer:
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.
Securities Agent: NE, IN, NY, NC, CO, WA, MA, CA, TN, TX, OH, NJ, ND, AZ, SC, LA, KY, GA, AR, PA, MS, OR, MI, MD, WI, VA, MO, KS, FL, AL; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1261987
NMLS#: 1261987
About Vyvonne L Phoutharansy
Vyvonne aims to treat everyone so that they feel special. She understands that people are unique in their own way, and her goal is to provide that personal touch that they deserve.
She earned a Bachelor of Business Administration degree from Belmont University and has been serving her clients in multiple roles for over 20 years. You can rely on Vyvonne to provide world class service, retirement planning support, and the ability to listen as well as understand your planning needs as a financial advisor with The Triad Group at Morgan Stanley.
She earned a Bachelor of Business Administration degree from Belmont University and has been serving her clients in multiple roles for over 20 years. You can rely on Vyvonne to provide world class service, retirement planning support, and the ability to listen as well as understand your planning needs as a financial advisor with The Triad Group at Morgan Stanley.
Securities Agent: WI, MO, MI, TX, CA, VA, FL, NY, NC, AZ, AL, WA, NJ, MA, PA, AR, MS, IL, TN, NE, ME, OR, OH, LA, KS, GA, SC, ND, MD, KY, IN, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1698564
NMLS#: 1698564
About John Sant Amour
For John, retirement planning means more than providing his clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies he develops on their behalf. John's consultative process begins with an in-depth discussion of your current finances and future objectives. Together he will address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, John will determine how he can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
John is a graduate of Auburn University with a B.A degree and has served his clients for over 30 years. John's greatest professional satisfaction in helping his clients achieve their financial goals. Born and raised in Murfreesboro, John has been married to Sharon Parsons for over 30 years. Together they have a daughter and two granddaughters. John proudly serves his church, St. Rose, as Administration Chair and as Past Parish Council President. He was also past Director and President for the Middle Tennessee Medical Center Foundation and is currently a Director for the Murfreesboro Water and Sewer Board and serves as its Chairman.
John is a graduate of Auburn University with a B.A degree and has served his clients for over 30 years. John's greatest professional satisfaction in helping his clients achieve their financial goals. Born and raised in Murfreesboro, John has been married to Sharon Parsons for over 30 years. Together they have a daughter and two granddaughters. John proudly serves his church, St. Rose, as Administration Chair and as Past Parish Council President. He was also past Director and President for the Middle Tennessee Medical Center Foundation and is currently a Director for the Murfreesboro Water and Sewer Board and serves as its Chairman.
Securities Agent: KY, MS, WI, CO, AZ, AR, AL, TX, NE, GA, PA, NJ, MA, OH, ND, CA, TN, MO, MI, LA, FL, MD, KS, NY, IN, VA, NV, NC, WA, SC, OR; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1331982
NMLS#: 1331982
About Jessica Kerr
The highlight of Jessica's job are the relationships developed with our clients, as she values and believes that people are what matter most. It's a great honor for her to get to know you, recognizing the privilege of servicing your family's investment needs. Jessica's primary responsibilities include processing client transactions, performance reporting, and providing a world class client experience.
Jessica is originally from east TN, and moved to Nashville to attend Belmont University, where she graduated Summa Cum Laude with a degree in Finance and was awarded the prestigious Massey Business School Outstanding Student Award in 2003. Since joining Smith Barney, now Morgan Stanley, in 2004, Jessica has received her Series 7 and 63, and 65 licenses.
Jessica is originally from east TN, and moved to Nashville to attend Belmont University, where she graduated Summa Cum Laude with a degree in Finance and was awarded the prestigious Massey Business School Outstanding Student Award in 2003. Since joining Smith Barney, now Morgan Stanley, in 2004, Jessica has received her Series 7 and 63, and 65 licenses.
About Brianna King
Born and raised in Murfreesboro, TN, Brianna has a deeply rooted love for this community that is nothing less than family to her. She graduated summa cum laude in 2024 with a bachelor’s in project management with a marketing concentration from Cumberland University, where she held a role as VP of Membership Integrity for her AOII chapter and remains an active alumna.
Brianna aspires for her every step to be guided by the Lord as she follows in His footsteps, and she wants her story to be written for God’s glory. She has served local churches in various capacities, including administrative assistance, event planning and promotion, and middle school small group leadership. Most recently, she served as a member of the connection team for The Point, New Vision's college ministry, throughout her collegiate years.
Outside of the office, Brianna enjoys as much time as she can with her family. Eager to serve her community and inspire joy and creativity, Brianna is thrilled to be a part of this team.
Brianna aspires for her every step to be guided by the Lord as she follows in His footsteps, and she wants her story to be written for God’s glory. She has served local churches in various capacities, including administrative assistance, event planning and promotion, and middle school small group leadership. Most recently, she served as a member of the connection team for The Point, New Vision's college ministry, throughout her collegiate years.
Outside of the office, Brianna enjoys as much time as she can with her family. Eager to serve her community and inspire joy and creativity, Brianna is thrilled to be a part of this team.
Contact Tracey A. Binkley
Contact Mark T. Jacobs
Contact Ivie P. Burns, II
Contact Vyvonne L Phoutharansy
Contact John Sant Amour
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
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
Are You Prepared for Tax Day?
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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.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Ready to start a conversation? Contact The Triad 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 offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
3Morgan 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.
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 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.
5When 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.
6Morgan 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.
7Alternative 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.
8Morgan 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.
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 offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
3Morgan 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.
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 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.
5When 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.
6Morgan 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.
7Alternative 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.
8Morgan 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.
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)
