The Triad Group at Morgan Stanley

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 30 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 seek financial independence 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 independence. 

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; Greenhouse Ministries Board; 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 a music lover, UT Vols fan, certified barbecue judge, and father to three Eagle Scouts.

You may have seen or heard me as a former guest and frequent contributor on the Fox 17 television show Tennessee Mornings and Grand Ole Opry radio station 650 WSM, discussing a broad array of financial matters.

With nearly 30 years of experience in wealth management, I focus on helping individuals, families, and businesses navigate and prioritize the complexities of financial planning with confidence and clarity. As a CERTIFIED FINANCIAL PLANNER™ professional, my mission is to provide comprehensive, tailored strategies that align with your unique goals – whether you will be preparing for retirement, striving to manage your tax management strategy, seeking to secure your legacy through estate planning strategies, or working through stock compensation options such as restricted stock units, performance stock units, employee stock purchase plans, incentive or non-qualified stock options. My team and I have also been fortunate to serve those going through major life events such as approaching retirement, the sale of a business, inheritance of money, liquidity events, or even someone who may have recently found themselves a widow or widower from the loss of a loved one.

Backed by the resources of Morgan Stanley, I work closely with clients to develop personalized strategies for retirement income planning, 401(k) rollovers, alternative investments, cash management and lending solutions, trust services, and for qualified investors, access to the Morgan Stanley's private markets platform featuring private equity, private credit, private infrastructure, non-public real estate transactions, and hedge funds. I focus on integrating strategic investment approaches with risk management and tax management strategies, designed to help seek growth and preservation of your hard-earned wealth over time.

Financial independence isn’t just about numbers – it’s about creating a life you are excited to live. Whether you have recently found yourself new to the world of managing your financial resources or you are an experienced investor who may have outgrown your current relationship, platform, or ability to manage your ever-growing complex needs, let’s work together to create your financial roadmap that seeks to empower you to pursue your passions with purpose.




Disclosures:

The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.

"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"

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.

When 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.

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.

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.

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 43 years. Together they have a daughter and two granddaughters. John proudly served his church, St. Rose of a Lima, as past 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.

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.

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.