Phone:
(808) 871-2233(808) 871-2233
The Waiwai Island Group at Morgan Stanley
Direct:
(808) 877-7671(808) 877-7671
Our Mission Statement
Listening first and advising with purpose - The Waiwai Island Group is committed to providing thoughtful guidance rooted in a commitment to our clients, community, and the legacy of future generations.
Our Story and Services
As your Financial Advisors, we can 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. Working together we can help you to preserve and grow your wealth. You’ll 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.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Financial Planning
A plan isn't a document. It's a living strategy.
Financial planning isn't about a binder on a shelf — it's about creating structure around the life you want to live and adapting as that life evolves.
We work with individuals, families, and business owners to bring clarity to complexity and turn goals into coordinated action.
Schedule a meeting with our team to start building your framework.
Legacy Planning
Building wealth is one chapter. Preserving it and passing it on intentionally is another.
Legacy planning is about more than documents and account structures — it's about protecting your family, supporting future generations, and aligning your wealth with the values that matter most to you.
We help families think through the financial, strategic, and personal elements of transferring wealth thoughtfully and efficiently.
- Trust structure and funding considerations
- Beneficiary designations and account titling
- Wealth transfer strategies
- Charitable giving strategies
- Liquidity planning for estate settlement needs
- Structured gifting strategies
- Trust distribution considerations
- Financial education for children and grandchildren
- Family meetings to discuss values and intentions
- Preparing heirs for stewardship of wealth
- Saving strategies aligned with time horizons
- Tax-aware funding approaches
- Gifting considerations
- Integrating education goals into broader estate and legacy plans
- Balancing education funding with retirement and other priorities
Estate & Trust Planning
A well-structured estate plan can help provide clarity, direction, and efficiency for those you care about.
We work alongside your estate planning attorney and tax professionals to help ensure your financial strategy aligns with your legal documents.
Areas we help coordinate:
Our role is to bring organization and coordination to the process so that your plan reflects both your intentions and your overall financial picture.
Next-Generation Wealth Transfer
Transferring wealth successfully involves more than moving assets — it often requires communication, structure, and preparation.
We help facilitate conversations and planning strategies designed to prepare the next generation for responsibility as well as opportunity.
This may include:
Our goal is to help families approach generational transitions with confidence and clarity.
Education Planning
Education is often one of the most meaningful investments families make in the next generation.
Planning for future education expenses requires thoughtful coordination within your broader financial picture. Whether you're preparing for children, grandchildren, or future generations, education planning can serve both a practical and symbolic purpose — supporting opportunity while reinforcing family values.
We help families think through:
Education planning is not just about preparing for tuition — it's about creating pathways for opportunity and long-term growth.
Financial Foundations
Clear explanations. Foundational knowledge. Lifelong education.
Financial literacy is not about predicting markets or memorizing terminology. It's about understanding the principles that shape financial decisions — so you can evaluate choices with greater confidence.
This learning center is organized by progression: foundations, growth, and long-term planning.
3-Minute Reads
For those who prefer quick insights, our 3-Minute Reads provide focused education on specific topics.
Each article explains:
• What it is
• Why it matters
• Key concepts
• A clear takeaway
Location
33 Lono Avenue
Suite 330
Kahului, HI 96732
US
Direct:
(808) 877-7671(808) 877-7671
Meet The Waiwai Island Group
Jill Senter
Assistant Vice President, Wealth Management, Financial Advisor
Phone:
(808) 871-2244(808) 871-2244
About Bryce Thayer
Securities Agent: CT, MD, CA, DE, HI, WA, IL, TX, AZ, OR, NV, NJ, ID, NM, MI, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 770720
NMLS#: 770720
About Jill Senter
Jill’s father and grandparents were born and raised in Lahaina, and Jill’s mother’s family has lived in Hilo for several generations. Jill was raised on Maui and is a proud Maui High School graduate. After graduating with a degree in accounting from Brigham Young University, Jill returned home for a few years to work at an accounting firm and the State of Hawaii Senate as a Legislative Aide. Jill received her JD/MBA from Willamette University and worked at an accounting firm for over 12 years in Seattle, Washington. In 2022, Jill finally returned to Maui to raise her three sons, Graham, Oakley, and Beckett, with her husband Craig, on the beautiful island she calls home. When she is not at the baseball and soccer fields cheering on her two oldest children, or chasing after her youngest son, Jill enjoys training for half-marathons and baking.
Securities Agent: VA, TX, DE, MO, MI, IL, ID, CA, AK, NV, FL, UT, RI, NY, NM, MD, IN, MT, HI, AZ, OR, CO, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 2440991
NMLS#: 2440991
Contact Bryce Thayer
Contact Jill Senter
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Arthur Lam
Associate Private Banker
Wendy Fortenberry
Private Banker
Jake Battipaglia
Planning Associate
About Arthur Lam
Arthur Lam is an Associate Private Banker serving Morgan Stanley Wealth Management offices in California.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Arthur began his career in financial services in 2008 and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, he was a Private Banker at Wells Fargo.
Arthur is a graduate of San Francisco State University, where he received a Bachelor of Science in Political Science. He lives in San Francisco,
California with his family. Outside of the office, Arthur enjoys traveling, skiing, and sailing.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Arthur began his career in financial services in 2008 and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, he was a Private Banker at Wells Fargo.
Arthur is a graduate of San Francisco State University, where he received a Bachelor of Science in Political Science. He lives in San Francisco,
California with his family. Outside of the office, Arthur enjoys traveling, skiing, and sailing.
NMLS#: 1109811
About Wendy Fortenberry
Wendy Fortenberry is a Private Banker serving Morgan Stanley Wealth Management offices in California and Hawaii.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Wendy began her career in financial services in 2001 and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch.
Wendy is a graduate of San Diego State University, where she received a Bachelor of Arts degree in Economics. She lives in the Bay Area. Outside of the office, Wendy enjoys attending professional baseball games and performing arts events as well as spending time with family and friends.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Wendy began her career in financial services in 2001 and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch.
Wendy is a graduate of San Diego State University, where she received a Bachelor of Arts degree in Economics. She lives in the Bay Area. Outside of the office, Wendy enjoys attending professional baseball games and performing arts events as well as spending time with family and friends.
NMLS#: 637424
About Jake Battipaglia
Jake Battipaglia is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define the goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Jake provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from The Kelley School of Business at Indiana University and received the Financial Planning Specialist® designation from the College for Financial Planning. Jake is originally from Marlboro, New Jersey and currently resides in New York City.
He earned his undergraduate degree from The Kelley School of Business at Indiana University and received the Financial Planning Specialist® designation from the College for Financial Planning. Jake is originally from Marlboro, New Jersey and currently resides in New York City.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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.
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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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
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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
Ready to start a conversation? Contact The Waiwai Island Group today.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
