The Warr Group at Morgan Stanley

Michael is responsible for leading The Warr Group’s strategic vision for growth, working with ultra-high net worth individuals and serves on the team’s investment committee. The result is a cohesive, comprehensive approach to the complex and sophisticated needs of the team's clientele. Michael focuses on the preservation and transfer of wealth, including multi-generational planning, complex trust and estate situations, estate-tax minimization, and philanthropic planning.

Michael, a prominent figure in our industry, served as a representative in Morgan Stanley Wealth Management’s Financial Advisor Council. He advocated for the interests of financial advisors and clients on a national level, playing a key role in establishing regional and local financial advisor councils for the southeast region.

Furthermore, Michael is an Alternatives Council member and an esteemed member of Morgan Stanley’s Chairman’s Club, an exclusive group comprised of the Firm's top Financial Advisors. His highly dedicated work-ethic, combined with the skills of his incredible team, has garnered Michael a designation to Forbes’ Best-in-State Wealth Advisor list, Barron's Top 1,200 Financial Advisors and its Top Advisor Ranking for Alabama. In 2023, Michael had the prestigious opportunity to be interviewed by Forbes’ Sergei Klebnikov, where he provided his investment philosophy, the biggest challenges facing wealth management, and the many lessons learned on his long journey to becoming the lead Financial Advisor of The Warr Group.

Michael holds a degree in Finance from the University of Alabama. He and his wife, Kara, live in Tuscaloosa, Alabama with their four children, Macon, Hill, Michael, and Jude.

“I am extremely passionate about studying and encouraging the evolution of the financial advisor, mentoring and developing the talent and skills of every teammate. Always striving to stay ahead of the industry allows us to produce a better client experience. I work diligently to create a culture that inspires our employees to operate in their highest and best capacity – relentlessly in the pursuit of perfection – resulting in a client experience that cannot be matched.”



Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2023) Data compiled by Barron's based on time period from Sept 2021 - Sept 2022.

Barron's Top 100 Financial Advisors
Source: Barron's.com (Awarded April 2023) Data compiled by Barron's based on time period from Dec 2021 - Dec 2022.

Katie is a Financial Advisor for The Warr Group at Morgan Stanley and works with clients to ensure their investment strategy and goals are aligned through financial planning. Much like a COO, Katie is responsible for leading the Warr Group execution of strategic vision and initiatives.

Katie takes great pride in listening carefully to clients, considering both their objectives and risk boundaries, to deliver strategies that lead to financial confidence. As a female advisor with The Warr Group, Katie brings a diverse perspective and viewpoint to the table. In 2024, she was recognized by Forbes as the #1 advisor on their Top Next-Gen Wealth Advisors list for the state of Alabama and was also recognized on the 2024 America’s Top Next-Gen Wealth Advisors list. In addition to her responsibilities as a financial advisor, Katie is an integral leader within the Tuscaloosa office, using her time to continually develop, adapt, and improve processes that engage team members to better serve clients. She was recently elected to the board of directors of APIC, an organization of Morgan Stanley advisors focused on sharing best practices in order to enhance the service delivered to their clients and grow their business.

A University of Alabama alumnus, Katie was a four-year letterman on the women’s basketball team, earning Academic All-American honors while receiving her master’s in marketing in 2011. She currently serves as president of the Alabama Women’s Basketball Booster Club, “Above the Rim.”

An active member of the community, Katie volunteers with Junior Achievement of Tuscaloosa County, teaching personal finance in high schools and is an active member of the Rotary Club of Tuscaloosa. Katie also created a non-profit 501(c)(3) that serves to inspire and connect women of leadership to children through the platform of sports in Hale County, AL. Katie is an avid golfer and involved in several community events and charities, which grew out of her 2015 participation in Leadership Tuscaloosa.

When not in the office or on a local basketball court, Katie enjoys spending time with her beautiful wife, Rebecca, and their 15-year-old son, Jackson. She most enjoys traveling with her family, coaching youth sports, playing the guitar, and reading.

“I find great significance in the pursuit to meaningfully improve clients’ financial lives and I wake up every day trying to use all the experiences that life has afforded. Whether the task obliges me to build trust and honesty in relationships with clients, communicate knowledge through mentorship or efficiently deliver advice to clients, I consider success to be when I’ve given more than I’ve gained.”


Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC for the period 3/31/23 - 3/31/24.

Thomas is a Vice President and Investment Consultant with The Warr Group at Morgan Stanley, where he has been an integral part of the team since joining in 2020. Based in Tuscaloosa, Alabama, Thomas works with The Warr Group, a team with offices across eight states and manages over $5 billion in assets as of June 2024. The group focuses in providing tailored financial solutions for a select group of high-net-worth families, individuals, and executives.

Thomas brings a deep experience in alternative investments to his clients, focusing on constructing individualized portfolios that align with each client’s unique goals, risk tolerance, and time horizons. His comprehensive wealth management services include portfolio analysis, risk management, and wealth transfer planning, primarily for ultra-high-net-worth families.

In addition to his professional achievements, Thomas is highly active in his community. He serves on the Advisory Board at NorthRiver Yacht Club and is a dedicated mentor to college students and youth in the Tuscaloosa and West Alabama region. His volunteer work extends to multiple boards and committees, reflecting his commitment to giving back.

Thomas resides in Tuscaloosa with his wife, Dusti, and their two children, Sela and Mason. A former collegiate baseball player at The University of West Alabama, he remains involved with the program’s alumni association. Outside of work, Thomas enjoys playing golf, coaching his son’s baseball team, and supporting his daughter’s tennis matches.

John is an Investment Consultant for The Warr Group. For the team, he acts in the capacity of the Chief Investment Officer. Working with the Investment team, John is responsible for overseeing the investment decision making process across portfolio strategies. John is also involved in client portfolio construction and asset allocation. Prior to joining Morgan Stanley, John served as a portfolio manager and Investment Committee member of a $3.5B money management firm and was on the Board of Directors of a publicly traded REIT. With over 35 years of experience in the investment industry, John has held various positions working with high net worth individuals, institutional clients, and corporate retirement plans. Much of his career was spent working at major Wall Street firms including Merrill Lynch and J.P. Morgan Private Bank, both in the U.S. as well as in Europe.
 
John received his MBA and BA from the University of Alabama. Additionally, he holds the Chartered Financial Analyst^® (CFA), the Chartered Retirement Plans Specialist (CRPS^®) and the Chartered Market Technician^® (CMT) designations. He holds FINRA Licenses Series 7, 9, 10, 63, 65. John is also active in various local charities including the Food Allergy and Anaphylaxis Network, Habitat for Humanity, and is a former board member of the Georgia Leukemia and Lymphoma Society.  He is a member of the CFA Institute, the CFA Society Atlanta and the Market Technicians Association.   He lives in Atlanta with his wife, Betsy, and enjoys traveling and playing golf. 
 
What Do I Do -   John works closely with the team’s financial advisors to build, implement, and monitor investment plans, ensuring that all investment decisions and implementation are consistent with the client’s financial plan.  John provides customized and comprehensive investment solutions through asset allocation and tailors portfolio construction to help meet the unique needs and financial objectives of The Warr Group’s clients.  
 
Quote – “I strongly believe the key to successful investing lies in managing risk and understanding where we are in the market cycle.”           

Zac began working with the Tuscaloosa branch of Morgan Stanley as an intern, while attending the University of Alabama. He took a full time job with the Warr Group in 2011. Over the next 8 years, Zac performed service, administrative and operational duties for the team, taking the lead as head of operations in Tuscaloosa, as well as lead Client Service Associate. He developed the team’s highly functional and efficient operations system. In this role, Zac trained a total of 7 new employees and 10 interns, learning and integrating each new wave of Morgan Stanley’s various and ever-expanding platforms into The Warr Group’s systems.

Zac has now fully transitioned into the role of Investment Consultant. Zac has a passion for client satisfaction and helping clients’ meet a wide range of needs – his background and experience in service and as head of operations is a unique and fundamental asset to the team as well as the clients he serves. He works in the Tuscaloosa and Birmingham offices, and is also a key player on The Warr Group’s investment team to help formulate, deliver, and monitor financial plans and investment strategies to clients.

Zac obtained a degree in Public Relations from the University of Alabama. Zac is from Trussville, AL, and now resides in Tuscaloosa with his wife, Taylor. He spends time volunteering with the Junior Achievement Program and in his spare time enjoys playing golf and hunting.

“I believe my greatest strengths are developing deep-seeded relationships with people and relentlessly pursuing all objectives – no matter how big or small - in order for our clients to ensure their legacy and long-term financial security.”

Jay Nannen is a highly accomplished investment professional with over thirty-five years of experience in the industry. Currently serving as the Senior Vice President, Investment Consultant, and Financial Planning Specialist for The Warr Group, Jay is responsible for providing comprehensive financial planning solutions to high-net-worth individuals, families, and businesses.

Jay earned his Bachelor of Science in Economics from Allegheny College in 1987 and then became an account manager for Xerox Corporation. After six years at Xerox, Jay moved to Shearson Lehman Brothers and has been with them through multiple mergers and acquisitions into current day Morgan Stanley. During his tenure at Morgan Stanley, Jay honed his skills in investment management and financial planning, ultimately rising to the position of Senior Vice President.

Jay's impressive track record has earned him recognition as one of the Best-In-State Wealth Advisors by Forbes in 2021 and 2022. His knowledge, experience, and commitment to his clients have made him a trusted advisor in the investment community.

Jay is a resident of Fairport, New York, where he lives with his wife Patty. He has three children, Jake, Erin, and Kaitlyn. In his free time, Jay enjoys hunting, fishing, and traveling.


2021 and 2022 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2021 and 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Ryan Little brings a wealth of knowledge and experience to Morgan Stanley, having been in the financial services industry for several years. He focuses in delivering comprehensive financial planning and investment strategies tailored to help meet the unique needs of high-net-worth and ultra-high-net-worth families. His focus is on portfolio analysis, risk management, and wealth transfer planning, helping to ensure that his clients are well-positioned for long-term success.

Ryan’s approach is deeply client-centered, with a strong emphasis on understanding his clients’ goals, risk tolerance, and time horizons. By carefully crafting individualized portfolios and strategies, he helps clients navigate the complexities of wealth management, providing clear and actionable advice every step of the way.

Originally from Rochester, Ryan is passionate about building strong, dedicated relationships with his clients, taking pride in seeing them achieve their financial goals. In his free time, Ryan and his lovely wife Devyn enjoy skiing, golfing, and cheering on the Buffalo Bills.

Born and raised in a Rochester, New York, suburb, Katie grew up immersed in a legacy of innovation and entrepreneurship, being in the birthplace of Kodak. Her journey into finance began at the esteemed Rochester Institute of Technology, where she pursued a degree in finance and economics. Armed with a solid foundation in analysis and planning, coupled with a passion for helping others succeed, Katie entered the professional arena early on.

Working at PayChex, one of the largest payroll providers in the country, provided Katie with valuable hands-on experience. This period honed her skills and deepened her understanding of financial management, igniting her love for guiding individuals and businesses on their financial journeys.

With nearly two decades of experience, Katie’s career and financial planning are marked by an unwavering commitment to helping individuals achieve their dreams, whether in financial planning, risk reduction, legacy planning, or charitable giving. Having assisted thousands in realizing their financial goals, Katie believes in making a positive impact beyond her professional pursuits.

Away from work, Katie finds joy in exploring the world through travel, embracing nature through outdoor activities, and cherishing quality time with family and friends. Advocating for community involvement, she actively volunteers in various initiatives to contribute to the lives of others.

Michael is an Investment Consultant and a recent addition to The Warr Group. His career in the financial services industry started in 1992 with Dean Witter. After winning the National Sales Director’s award, Michael was asked to join Dean Witter’s Management Development Program. He spent two years in New York City before accepting the Branch Manager position in Rochester, NY. In 2005, he joined UBS to manage their Rochester office. After tripling the size of UBS’s office, Michael returned to Morgan Stanley in 2015 as a Financial Advisor. Michael is a graduate of the University of Michigan and holds a Bachelor’s degree in Business Administration. He earned his CPA designation* with Coopers & Lybrand.

Michael and his wife Lynda live in Highlands, NJ. Michael and Lynda are both avid golfers and enjoy spending time with their grandson Noah.
His business philosophy is to provide concierge service with thoughtful financial solutions. Michael’s business encompasses three generations of clients with unique and personal financial goals.

* Non-practicing at Morgan Stanley

Timur is an Investment Consultant with The Warr Group and resides in Kings Park, Long Island. His 20 year career in the financial services industry began at HSBC as a Personal Banker before transiting to a position as a Business Banker at JP Morgan Chase. Timur earned numerous accolades with continued recognition in both banks along the way. Timur then joined E*TRADE in 2009, working with High Net Worth Clients, as he continued to be one of the top performing and most recognized Financial Consultants at the Company for his entire 14 year tenure.

He obtained a Bachelor of Business Administration with a concentration in International Business at Berkeley College in New York, and obtained the designation of Certified Equity Professional (CEP (R)) from Santa Clara University, Leavy School of Business.

Since age 9, Timur has been an avid practitioner of the International Kyokushin Karate Organization. His wife, Jacqueline, and his kids, Lia, Hailey, and Benjamin, enjoy doing CrossFit together, spending time dedicated to the Outdoors, and traveling together to explore different states and cities.

Diane Finazzo is a Senior Vice President, CFP^® professional and Family Wealth Advisor at Morgan Stanley and provides service to clients across the country. Diane focuses on helping families accumulate and manage their wealth, plan for retirement, and leave a lasting legacy for their heirs. Being part of The Warr Group team, Dianne provides her clients 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. She has been named to the 2021 Forbes Top Women Wealth Advisors list and named America’s Top Women Wealth Advisors Best in State for 2022 and 2023.

Diane graduated from St John’s University with a Bachelor of Science in Pharmacy. She started her working career as a pharmacist & then earned an MBA at Adelphi University before moving over to the financial services industry at Morgan Stanley. Her focus is Retirement Planning, Estate Planning Strategies, Municipal Bonds, and Alternative investments. She also serves on the Board of Directors for the Alumni Association of Scholarship Winners for Local 3.

After working nearly 40 years as an independent advisor at Morgan Stanley, in 2022, Diane chose to join The Warr Group. Since joining the team, she has been able to enhance her processes by engaging fellow team members seeking to better service her clients. Diane’s favorite part of her career is working to help create and preserve a client’s financial legacy for generations to come. Outside of the office, she enjoys traveling, playing golf and pickleball.

Disclaimers:
2021-2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2021-2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

Interest on municipal bonds is generally exempt from federal income tax. However, some bonds may be subject to the alternative minimum tax (AMT). Typically, state tax-exemption applies if securities are issued within one’s state of residence and, local tax-exemption typically applies if securities are issued within one’s city of residence. The tax exempt status of municipal securities may be changed by legislative process, which could affect their value and marketability.

Bonds are affected by a number of risks, including fluctuations in interest rates, credit risk and prepayment risk. In general, as prevailing interest rates rise, fixed income securities prices will fall. Bonds face credit risk if a decline in an issuer's credit rating, or creditworthiness, causes a bond's price to decline. Finally, bonds can be subject to prepayment risk. When interest rates fall, an issuer may choose to borrow money at a lower interest rate, while paying off its previously issued bonds. As a consequence, underlying bonds will lose the interest payments from the investment and will be forced to reinvest in a market where prevailing interest rates are lower than when the initial investment was made. NOTE: High yield bonds are subject to additional risks such as increased risk of default and greater volatility because of the lower credit quality of the issues.

Chris is an Investment Consultant with The Warr Group at Morgan Stanley. He earned his BA in 1988 from Texas A&M University in College Station. He began his career in financial services with New York Life after 14 successful years in the corporate world. Chris quickly became attracted to working with plan sponsors in the corporate retirement market where he focused on plan design and participant education. Chris took his growing retirement plan practice to Morgan Stanley in the summer of 2011, where he partnered with another advisor to form The Waterway Group. The merger of Chris’ retirement plan business along with the extensive experience of his partner in the Fixed Income world made perfect sense, particularly in light of the ever-growing retirement income market. Their combined 31 years’ experience allowed for customized solutions that fit the unique needs of each client relationship. In 2023, Chris was pleased to join The Warr Group as an Investment Consultant. Chris thrives on fostering meaningful client connections and guiding them toward success, thanks to The Warr Group’s distinctive team approach.

Chris and his wife Laura of 33 years have lived in the Tomball area since 2001 where they raised 3 lovely daughters. These days, Chris and Laura find themselves spending more and more time with their 3 incredible grandchildren. When not working or enjoying the grandkids, Chris loves to play golf, which has been his passion since the age of 7. He also loves the outdoors where he hunts and fishes any chance he gets. Chris actively supports St. Anne Catholic Church in Tomball, where, over their time as parishioners, has served as Liturgical Minister, coach and Dads’ Club President. Chris is passionate about helping others in any capacity he can.

Michael is a Senior Vice President, Senior Portfolio Manager, Financial Planning Specialist, Financial Advisor at Morgan Stanley. He has a corporate executive background combined with multiple degrees in Accounting and Economics from The State University of New York and a graduate degree in Finance (MBA) from the University of Colorado in Boulder, Colorado. Michael has over 35 years of experience, providing the wisdom and analytical skills to successfully manage the complete retirement income process.

Upon completing his MBA in Finance, he began his business career as an executive with the Lincoln Mercury division of Ford Motor Company. During his eight year tenure with Ford in three different cities, Michael was Ford's youngest General Field Manager in the United States at the time. He was a direct report to the former CEO of Ford Motor Company, James Hackett.

Michael is a student of the financial markets. He is passionate about analyzing domestic policy and politics as well as geopolitical events. His wife Robin is an owner/operator of a Luxury Travel Agency. European travel is a special interest along with bass fishing in any lake or stream he can find. Michael and Robin live in The Woodlands, Texas with their three children currently attending The University of Texas, Texas A&M, and Stephen F. Austin, and not to forget their Standard Poodle “Bella.”

Licenses: Series 7 General Securities, Series 3 Futures and Commodities, Series 65, Series 63 (Investment Advisors), Mortgage Licensed, Texas Insurance Licensed.

Distinctions and Designations: Financial Planning Specialist, Senior Portfolio Manager

Matthew is a Vice President, Alternative Investments Director, Financial Planning Specialist, and a Partner of The Warr Group at Morgan Stanley. He has 17 years of experience at Morgan Stanley helping senior executives and highly compensated individuals in both public and private companies.

He holds a degree in finance from the Norwegian Business School in Oslo Norway. Matthew has expertise in alternative investments, helping clients diversify concentrated stock positions, risk management, employee equity and option compensation, and retirement income planning. One of the most important elements of his business is focused on advanced tax and financial planning helping clients reduce their tax liabilities by offsetting future taxable gains and building out tax-free income streams.

In 2020 Matthew was awarded the title of Alternative Investment Director of Morgan Stanley for his extensive knowledge in the Private Equity, Private Credit, Private Real Estate, and Hedge Fund markets. He also works with large auto dealers managing their captive warranty offshore accounts. Matthew was the co-head and founding member of the Shriftman Hillman Group of Morgan Stanley, where he helped run that business for 15 years before merging that practice with The Warr Group in 2023.

Matthew is a passionate professional level scuba diving Instructor, avid outdoorsman, hiker, and conservationist. He enjoys mountain and road biking, running, travelling, and practicing yoga. One of his greatest joys is spending time with his Doberman Pincher, Keyser Soze and doing charity work. He previously served as the Treasurer of a 501c3 Children’s Charity that helps underprivileged and sick children. Currently, he is the Team Lead for Bright and Beautiful Therapy Dogs at the Ronald McDonald House where he and Keyser visit patients and their parents to provide emotional support.

“The foundation of our business are the deep relationships that we build with clients. Every client deserves meticulous attention to detail for their unique circumstances. We accomplish this by actively listening, planning, holding ourselves to the highest of standards, executing, and continually learning and improving. I believe that the truly educated never graduate."

Licenses: Series 7 General Securities, Series 66 Investment Advisors License, Series 31 Managed Futures, Mortgage Licensed, Texas Insurance Licensed.

Distinctions and Designations: Alternative Investments Director, Portfolio Manager, Financial Planning Specialist

Jake Nannen is a Financial Advisor with The Warr Group within the Client Relationship Management team. Since graduating from St. John Fisher College in 2017, he has worked in operations for a software company in New York City and in data analytics for a marketing firm in Rochester, NY.

His professional experience has required him to address inbound client concerns and resolve any behind-the-scenes technical issues pertaining to those concerns. While he is very comfortable with solving these problems, with understanding the back-end analytics and calculations that feed into a quality experience for the customer, it is in communicating those analytics and relating to the customer where he truly excels.

In his free time he enjoys reading, hunting, snowboarding, and softball. He and his wife, Alice, live in Pittsford, NY with their two cats, Rita and Sergeant Pepper.

Joseph is a Vice President and a Charter Retirement Planning Counselor (CRPC) at Morgan Stanley. Prior to becoming a Financial Advisor, Joe was developing relationships and growing business as a Top Regional Sales Manager within the animal nutrition industry. With over two decades of Wealth Management experience, Joe’s consistent focus has been on service and providing solutions to his clientele. With his expectation to continually increase client satisfaction and success, he joined The Warr Group.

Volunteerism exemplifies Joe’s commitment to his local community. He received the Lion of the Year Award from the Saratoga Springs Lions Club and currently sits on their Foundation Board. Joe served as a Board Member and Vice President of Fundraising for Camp Abilities Saratoga, an overnight sports camp for blind and visually-impaired teens. He and his family have been longtime volunteers with the Crohn’s and Colitis Foundation and for the March of Dimes, serving in fundraising capacities and as an Ambassador Family.

In his free time, Joe enjoys traveling and honing his woodworking skills. Joe resides in Saratoga Springs, New York with his wife, Angela. They have three grown children, Greg, Caroline, and Colin, as well as an English Labrador, Finn, who has become quite famous on social media.

Julie Prinzi brings over 38 years of dedicated experience in wealth management, having started her career with E.F. Hutton in the mid-1980s. A lifelong resident of the Rochester area, Julie has always been passionate about helping clients achieve their financial goals and secure their legacies.

Throughout her career, Julie has established herself as a trusted advisor by building strong relationships founded on trust, integrity, and a genuine commitment to her clients’ financial well-being. She has extensive experience working with families, guiding them in wealth preservation, inheritance planning, and achieving their broader financial objectives.

With her certifications, Julie is well-equipped to navigate the complexities of financial planning. Beyond her professional commitments, Julie remains actively involved in her community. She has volunteered with the Rochester City School District and supports the Fairy Godmothers of Rochester, a local organization dedicated to providing dresses and accessories to girls for their school proms.

Julie and her husband, Phil, reside in Penfield, and they are the proud parents of two grown children. Her deep ties to the Rochester area and her dedication to her clients have made her a respected and integral part of the community.

Throughout her career, Julie has established herself as a trusted advisor by building strong relationships founded on trust, integrity, and a genuine commitment to her clients’ financial well-being. She has extensive experience working with families, guiding them in wealth preservation, inheritance planning, and achieving their broader financial objectives.

With her certifications, Julie is well-equipped to navigate the complexities of financial planning. Beyond her professional commitments, Julie remains actively involved in her community. She has volunteered with the Rochester City School District and supports the Fairy Godmothers of Rochester, a local organization dedicated to providing dresses and accessories to girls for their school proms.

Julie and her husband, Phil, reside in Penfield, and they are the proud parents of two grown children. Her deep ties to the Rochester area and her dedication to her clients have made her a respected and integral part of the community.

Rex is a decorated veteran, both for our country and in the financial services industry. With over 34 years of experience, he began his illustrious career with J.C. Bradford as an Investment Limited Partner. In 2000, he helped establish the Tuscaloosa branch of Morgan Keegan, serving as the Managing Director. After successfully growing his business at Morgan Keegan, he was recruited by Michael Warr to join Morgan Stanley in 2008. His focus is strengthening client relationships and assisting clients through retirement. Rex’s dedication to his work and his clients combined with his ability to build and maintain strong connectivity inspires the entire team on a daily basis; he is a true mentor to our younger generations of advisors.

Rex is a graduate of Marion Military Institute and holds a Bachelor’s degree from the University of Alabama. After serving in the United States Army in Vietnam, Rex entered into the business world as a college bookstore owner in Commerce, Texas. In 1987 he returned to his hometown and entered the financial services industry.

Rex and his wife, Martha, live in Tuscaloosa. He is an active member of the Tuscaloosa Business Exchange. Rex enjoys golf and spending time with family and friends.

“You know you must be doing something right when granddaddy, daddy, and son all continue to work with you. I’ve got 3rd generation clients walking through my door each day and it brings a smile to my face knowing I’ve been able to help create and transfer their family’s legacies.”

Andrew began working as a financial services representative with Dean Witter (now Morgan Stanley) immediately upon graduating college and has been a dedicated champion of the industry ever since. Now a twenty-three-year veteran in the profession, Andrew continues to thrive on helping his clients and their families gain a clear picture of what is truly important to them regarding their financial goals; helping them to become more comfortable and secure with their financial picture.

As an Investment Consultant, Andrew takes a disciplined approach to managing portfolios and leverages the global resources of Morgan Stanley in order to develop a more personalized investment strategy for his clients.

Raised in Minnesota, Andrew attended the Illinois Institute of Technology and played Division 1 hockey at the University of Illinois at Chicago. Andrew now works in our Atlanta office, where he has been located since 2000. Andrew lives in Cummings, GA with his wife (and Warr Group team member) Katlyn, and their three children. A team player and educator both inside and out of the office, Andrew has enjoyed coaching youth hockey for over ten years, and was president of his local youth hockey program for 4 years. In his free time, he enjoys exercise, traveling, reading, and being a dad.


What Do I Do

Andrew places an emphasis in the holistic financial planning process; designed to put his clients in the best position to achieve their financial goals. With decades of experience and practice, Andrew has found that clarity and simplification of this process has resulted in his clients becoming more focused, dedicated and successful in achieving their financial goals. Andrew is also a key player in The Warr Group’s corporate and institutional stock plan administration team. This program offers a suite of financial solutions to corporate stock plan clients and participants, including retirement and financial wellness.

Quote:
“The most rewarding part of my work is helping my clients and their families get a clear picture of what is truly important to them regarding their financial goals and helping them become more comfortable with their household finances by filtering out the “White Noise” surrounding their money.”

Chhavi, originally from India, relocated to Rochester, New York, to pursue her education at the University of Rochester. After joining Morgan Stanley in 2016 as an equity research analyst, she focused on quantitative analysis of stocks within the credit card and medical devices industry. Realizing her desire to apply her analytical skills more directly in assisting individuals and families with their financial management, Chhavi is dedicated to helping clients define their priorities. She tailors custom strategies for diverse needs, whether it’s wealth accumulation, investing for income, or legacy planning. Her goal is to guide clients toward financial independence, enabling them to realize the life they envision.

Chhavi’s professional journey encompasses quantitative analysis and equity research, with a focus in financial analysis. She emphasizes comprehensive financial strategies for business owners and individuals transitioning out of their careers.

Residing in Pittsford, New York, with her husband, David, and two sons, Avi and Aadi, Chhavi enjoys traveling and cherishes time spent with her family.

Erin performs the majority of the critical daily processes that keep the Tuscaloosa office running smoothly. Her key area of focus is problem solving, be it opening new accounts, managing cash runs, opening liquidity lines, transferring money, or introducing clients to our progressive online capabilities. In addition to daily operations, she is available to answer any and all questions that clients may have.

Erin began her career in the leadership development program for BB&T. She then entered the banking industry as a commercial lender at BB&T in Atlanta prior to joining Morgan Stanley. She has been part of the Tuscaloosa team for over 7 years and knows all of the ins and outs of the administrative side of our business. She takes pride in minimizing inconveniences and now sits as head of operations in the Tuscaloosa office.

Erin is from Niceville, Florida and holds a Bachelor of Science in Hospitality Administration and an MBA from Florida State University. She is very active in her community and church; she formerly sat on the administrative board for First United Methodist Church of Tuscaloosa. Erin and her husband Rob have three children, Madison (12), Ella (10) and Bennett (6).

“I am daily inspired by the words of Gandhi: ‘The best way to find yourself is to lose yourself in the service of others.’ My passion for this industry has grown tremendously over the past 8 years. By servicing our clients and getting to know them on a much deeper level, I’ve gained a newfound respect in creating and preserving a legacy for generations.”

Katherine is a Wealth Management Associate in the Tuscaloosa office and works with the team’s financial advisors and portfolio managers to implement investment strategies, execute trades, manage monthly client distributions, advise the team on upcoming maturities and capital calls, and works with the rest of the service operations team to meet each of our clients’ needs. Katherine is a task-oriented, diligent team player and problem solver who works well under pressure and enjoys getting things done efficiently and effectively.

Prior to joining the team in early 2017, Katherine served as an equity research analyst at an investment bank in New Orleans. Katherine also has experience working as an analyst at a private investment firm in New York, and holds the series 7, 63 and 66 licenses.

A native of Mobile, Alabama, Katherine graduated from the University of Georgia with a Bachelor’s degree in Journalism in 2008. Katherine and her husband Nathan reside in Tuscaloosa with their son, Nat, and daughter, Adair. In her free time she enjoys traveling, reading and spending time with friends and family.

“The most rewarding part of what we do is to provide the most seamless experience possible to our clients. My goal each day is to apply the highest level of precision to any task or project in order to meet our clients’ needs and goals in the most efficient way.”

Brooke joined the Tuscaloosa office as a Client Service Associate in September 2018. Her strong organizational and people skills make her the perfect candidate as a client service associate.

Brooke’s primary role is to help our team’s financial advisors gain success by performing concierge related tasks. Including but not limited to, client operations, client meeting prep and follow up, and aiding in daily organizational needs of our advisors Brooke is also an official Notary Public.

Brooke graduated Magna Cum Laude with a Bachelor of Science from Troy University. While earning her degree, Brooke competed for four years as a collegiate golfer at Troy. She was named Academic All American from 2011-2015 and was a member of the 2013 and 2014 Sun Belt Conference Championship Teams. Prior to joining Morgan Stanley, Brooke was an Account Executive for Ricoh USA from 2016 – 2017.
Brooke, her husband Brett, their son Riley, and their daughter Emma reside in Tuscaloosa. Together, they enjoy spending time watching the University of Alabama Baseball team, playing tennis, and attending Church of The Highlands.

"I love my role because it provides me the platform to serve others, to set a higher standard, and to make sure our clients are being taken care of at the highest level of service. Healthy client relationships are the backbone of any successful organization."

Katlyn Bradach joined The Warr Group in 2020 as a Client Service Associate in Atlanta, Georgia. Originally from Chicago, Illinois, Katlyn graduated from DePaul University with her Bachelor of Science in Commerce. Prior to joining The Warr Group, she worked with Northern Trust where she audited pension plans for large corporations.

As a mother to three children - Cameron, Grayson, and Peyton, Katlyn and her husband are often supporting their family at extracurricular events. In her spare time, she enjoys bike rides and hiking with her family.

Jimmy Todd is a Registered Client Service Associate with The Warr Group at Morgan Stanley. He began his career in September of 2019 with The Warr Group as an intern. Throughout his time with the team, Jimmy continues to see how a close knit team can consistently provide first class service and care to their clients and their families.

Excelling in math at a young age, one of the first goals he ever set for himself was to work in the financial industry. Jimmy graduated from the University of Alabama with a degree in Finance and Economics in 2019, and began working full-time with the Warr Group in April of 2020.

As the son of former quarterback for the Alabama Crimson Tide, New York Jets, and New Orleans Saints, Richard Todd and brother of former Alabama golfer, Gator Todd, the University has been a large part of Jimmy’s life. Learning many lessons in hard work and discipline, Jimmy used his own athletic abilities while playing tennis for the Alabama Men’s Club Team for 3 years.

When not in Tuscaloosa, you can find Jimmy with his family helping out on their farm in Florence, Alabama where he grew up. With any additional spare time, Jimmy enjoys running, working out and spending quality time with friends and family.

“There may be people that have more talent than you, but there’s no excuse for anyone to work harder than you do.”

As a professional in the financial services industry, Angie began her career with Morgan Stanley in 2006. She strives to provide a high-quality client service experience by actively communicating with clients, processing requests, and resolving inquires. Angie plays a key role in cultivating and enhancing new and existing client relationships.

Angie graduated from the University of Alabama with a Bachelor of Science Degree in Human Environmental Science in Consumer Sciences with a concentration in Family Financial Planning and Counseling. Born and raised in Taneytown, Maryland, she has lived in many places including North Carolina, Washington, Alabama, and Dublin, Ireland, but moved to Santa Rosa Beach, Florida in 2005, where she, her husband, and their two children enjoy the relaxed beach lifestyle.

When she's not working or spending time with family and friends, Angie enjoys playing tennis, going to the beach, travelling, and volunteering locally. Since 2016, she has organized an annual teddy bear drive, on behalf of the Morgan Stanley Destin, Florida office, benefitting the Walton County Sheriff’s Office. Local deputies carry the bears to gift to children during interactions on calls for service.

“I take great pride in assisting our clients with both day-to-day needs as well as major life events that they experience along the way. I’m committed to building strong, reliable partnerships that provide clients with the comfort of knowing they are in good hands.”

Amanda is a seasoned professional with a diverse and impressive background in the financial and business sectors. With a bachelor's degree in business administration, having majored in Finance from the University of South Florida, she brings a solid foundation of knowledge and experience to her career.

Over the course of her 15-year career so far, Amanda has gained invaluable industry experience in various roles. She has served as a Mortgage Loan Officer, Credit Analyst, and Financial Planner, providing individuals and organizations with sound financial guidance. From her experience, she has gained extensive understanding of the banking and insurance sectors, which has contributed to her well-rounded skillset.

Amanda's career path also led her to the oil and gas industry, where she worked as a Quality Engineer for General Electric Hydril for 3 years. This role demonstrated her adaptability and ability to excel in diverse fields.

For the past 8 years, Amanda has been a dedicated member of the Morgan Stanley team. Her passion for people and a genuine admiration for working on the service side of the business have made her a valued professional for The Warr Group team. She thrives on client interactions and believes in the importance of the Golden Rule in both life and business, always striving to treat others as she would like to be treated.

Beyond her professional achievements, Amanda is a loving wife and mother of three children: Braiden, Jackson, and Audrey Kay. In her free time, she finds joy in watching her sons play baseball and her daughter’s ballet. Amanda's commitment to her family and her career exemplifies her dedication and balanced approach to life.

Maggie McGuire is an exceptional team administrator who has been an integral part of The Warr Group since joining the team in early 2022. With her outstanding organizational skills and attention to detail, she manages the team calendars, travel arrangements, and expenses with efficiency and accuracy. Maggie is known for her ability to keep things running smoothly, even in the face of unexpected challenges. Her warm and approachable demeanor make her a favorite among team members, and her commitment to excellence helps to ensure that our team is always on track and on schedule.

Maggie was born and raised in Tuscaloosa, where she still resides. She graduated magna cum laude from the University of Alabama with degrees in History and Political Science. In her free time, she enjoys reading and hanging out with friends.

Roman Hamilton joined The Warr Group in February 2022 as an intern, and is currently a Registered Client Service Associate. He is originally from Denver, Colorado and moved to Tuscaloosa to pursue a finance degree from the University of Alabama. Roman enjoys spending his free time out at North River Yacht Club, playing his guitar, or supporting the Alabama Crimson Tide.

Victoria Salazar is a Financial Advisor for The Warr Group at Morgan Stanley. She graduated from the University of Alabama in 2018 and started her career in insurance. She quickly realized her passion was in finance as she took a role in Operations at Raymond James. She earned her Series 7 and 66 licenses shortly thereafter. Client relationships are of utmost importance to Victoria and are what she enjoys most in her position with The Warr Group team, who she joined in early 2023.

Victoria is originally from Mobile, Alabama, but has called Tuscaloosa home for the last 10 years. She is an active member of her community and loves to serve those around her. She is a board member for Schoolyard Roots, an Ambassador for the West Alabama Chamber of Commerce, and an active member of the Junior League of Tuscaloosa.

She enjoys cooking, reading, staying active, and spending time with her 3 pups!

Madison McDowell is a Registered Client Service Associate in our Birmingham office with a heart for serving others. She earned her degree in Human Development and Family Studies from the University of Alabama in 2014. Madison worked the next six years in the nonprofit world with children battling cancer, an experience that reinforced her passion for making meaningful connections.

In 2020, Madison embarked on a new chapter in the financial industry at Northwestern Mutual. In July of 2022 she joined The Warr Group. Madison has since obtained her Alabama Life and Health Insurance license as well as the Series 7, 63 and 66. She works alongside our financial advisors to help ensure high quality service and a pleasant experience for our clients.

Madison is married to her husband Taylor, and they have two boys, Tyce and Banks. In her free time, she enjoys spending time with family and friends, reading, and serving at their church.

Stewart Berling joined The Warr Group as an intern in June of 2022 at the start of his senior year of college, then joined the team as a full time employee as a Client Service Associate in July of 2023. He graduated from The University of Alabama in 2023 with degrees in Finance and Economics. Stewart was drawn to the advising side of the financial industry due to his love for creating personal relationships.

Originally from Richmond, Virginia, Stewart now resides in Tuscaloosa, Alabama. In his free time, he loves to be active outdoors and on the water.

Brett Rickey is a dedicated Registered Client Service Associate with a strong foundation in finance, having graduated summa cum laude with a Finance degree from the University of South Alabama. His academic excellence is complemented by hands-on experience gained during his internship with the Radcliff Schatzman group at Morgan Stanley in Mobile, Alabama.

Brett is certified with the SIE and Series 7 licenses, showcasing his commitment to providing top-tier service in the financial sector. Originally from Mobile, Brett now resides in Tuscaloosa, where he continues to build meaningful client relationships.

Outside of work, Brett is passionate about serving his community through church involvement and enjoys spending time outdoors, playing pickleball, basketball, fishing, and spending time with friends and family.