The Pursuit and Enjoyment of Financial Freedom

The Wrigley Group at Morgan Stanley is a wealth management team based in Phoenix, Arizona and serving clients nationally with a concentration in Phoenix, Chicago, Houston, San Francisco, and Denver. Backed by the comprehensive resources of Morgan Stanley, we were founded in 2017 with the purpose of helping clients create their unique path to financial freedom for themselves and their families – and once freedom is reached, to sustain it.

“Potential clients ask us to describe the uniqueness of working with our team,” says Co-founder and Financial Advisor Lance Eaton. “The answer is our joint pursuit of financial freedom for each client. We help our clients manage their financial lives in a way that helps them raise the confidence they have in their financial future. When I can tell a couple, who has worked incredibly hard all their lives, that they can retire three years earlier than expected, it’s so rewarding. Moments like this are very meaningful to us and are why we do this work.”

When prospective clients have an initial meeting with The Wrigley Group, we learn about them and they learn about the benefits of being served by a team with more than 125 years of collective experience. “We are intensely collaborative,” says fellow Co-founder and Portfolio Associate Christopher LaPaglia. Whereas many advisors start by touting their credentials and services, The Wrigley Group advisors begin with listening and learning.

“As a team that serves as our client’s financial guides, we always start with empathetic listening”, says Financial Advisor Asif Ahmed. “That’s because we’re committed to understanding each client’s future vision and their perspectives on life and financial well-being – before we do anything else. From there, we co-design with clients to create a freedom plan designed to create well-being for them and their families and navigate the twists and turns along the way.”

To learn more about the The Wrigley Group and each team member, please see our bios below.
Services Include
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Our Clients, Their Ambitions & How We're Helping

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    Our Clients
    The people who have chosen to work with us are professionals working in established organizations or they are entrepreneurs having started their own businesses. They range from getting started to mid-career, to being highly advanced in their craft. Even if they are retired, they identify with the life of a professional – having worked in their chosen fields for 40-50 years. Their professions range from professional services like law, health care and financial services to e-commerce, manufacturing, construction, entertainment, travel, product and service innovation, management and pro sports. In short, they each have high standards for themselves -- and the people who serve them.
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    Their Ambitions
    Each of our clients are unique but there’s a theme that’s apparent among them: their ambition. They have each chosen to strive for a life that is full of life. They’re not comfortable waiting for life to come to them. Instead, they are self-starters, change initiators, innovators, trail blazers – and they are infinitely curious about how to create a rewarding, meaningful life for themselves and their families.
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    How We're Helping
    Our clients look to us to help them put their financial resources to work in support of their ambition. In doing so, they count on our knowledge, creativity, resourcefulness and holistic thinking to help them make the best financial and life decisions they can. We hold their story of the future in our hands and our team works to execute all that we do to bring their story to fruition. Fortunately for us and our clients, we have the broad and deep resources of Morgan Stanley to help us help our clients. Accordingly, each financial future is as unique as the client’s we serve. There are literally, no two alike.
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    Collaboration with Other Professionals
    Our clients appreciate when we work collaboratively with their accountants, tax advisors, estate attorneys and real estate professionals. That’s why we work together to ensure their current and future financial wellness is cared for via a holistic, effective, and efficient financial strategy.

Save the Date: The Wrigley Group Investor Symposium | October 2-4, 2025

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We are pleased to announce that The Wrigley Group will be hosting its annual Investor Symposium from October 2nd to 4th, 2025, in Scottsdale, Arizona.

This exclusive event will feature thought-provoking discussions, market insights, and valuable networking opportunities with leaders in finance and innovation. We are honored to welcome distinguished guest speakers, including:
Frank Abagnale, renowned security consultant and subject of Catch Me If You Can
John Tousley, CFA, Head of Market Strategy at Goldman Sachs

Formal invitation with additional details, including agenda and registration information, will follow soon.

Mark your calendar—we look forward to seeing you in Scottsdale!

CRC 4492018 05/2025

Customized Solutions

At The Wrigley Group, we co-design solutions with you to support your pursuit of financial freedom.
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    Your Equity Compensation
    If we are the administrator of your company’s equity compensation plan, we’ll help you manage your awards effectively and efficiently, especially, regarding Federal and State tax planning strategies. We are here to provide easy access to your equity compensation, answer your questions, complete your transactions accurately and conveniently.
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    Planning for Your Wealth
    Many clients tell us our planning process is as thoughtful as their finished financial plan. That’s because we generously offer our knowledge, experience, and guidance to make your planning an enjoyable and productive process. Of course, once you have a plan, your life will evolve, as will your goals. Thus, our approach allows us to adapt your plan to what’s coming up well into your future. We’ll also collaborate with your estate and tax advisors in seeking to enhance your results.
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    Alternative Investments & Structured Products
    At Morgan Stanley, we provide access to structured products and world-class alternative investment strategies spanning private equity, real assets, private credit, hedge funds and digital assets. We seek to deliver exceptional portfolios and custom programs that align to your financial freedom goals and that are appropriate for your situation.
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    Trust and Estate Planning Strategies
    Each of our clients will have unique legacies. They come to us to design their estate planning strategy to help preserve, manage, and distribute their assets during and after their lifetime, while helping them minimize taxation. We’re here to help protect your legacy and those they care about to preserve your wishes while balancing the needs of your entire family. We will collaborate with you, your tax, and legal advisors to formulate holistic trust and estate planning strategies.
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    Insurance
    Our clients can access a customized suite of insurance products, featuring Life, Long-Term Care (LTC), and Disability Income (DI) Insurance. Each of these insurances are designed to help mitigate and manage clients' risk and provide a potent wealth planning tool for an uncertain future.

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
    Learn more
    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

2398 E Camelback Rd
Suite 800
Phoenix, AZ 85016
US
Direct:
(602) 954-5745(602) 954-5745
233 S. Wacker Dr
Suite 8600
Chicago, IL 60606
US
1400 Page Mill Road
Palo Alto, CA 94304
US
5251 DTC Pkwy
Suite 1500
Denver, CO 80111
US

Meet The Wrigley Group

About Lance P Eaton

Lance Eaton’s clients rely on him to help plan their financial well-being - now and well into the future. They chose him for his client-centric orientation and his care for them and their family. They also appreciate his comprehensive approach to financial and wealth management – to ensure every aspect of their financial life is aligned to the future they’ve committed to achieve – through all the twists and turns.

Clients also count on Lance’s knowledge on their equity compensation which can be significant portions of their investment portfolios. He helps clients navigate and manage their public company equity compensation plans including tax management strategies, Rule 144 transactions and 10b5-1 Trading Plans.

Lance has 25 years of professional experience since entering the investment and financial services industry in 1999. He is a CERTIFIED FINANCIAL PLANNER™. He shares his diverse experience with clients having also worked at UBS Financial Services, Oppenheimer & Co and ETrade prior to joining Morgan Stanley. Ironically, Morgan Stanley acquired ETrade in 2020.

Lance serves clients across the United States from his offices and homes in both Chicago and Phoenix. He is a Board Member of the Illinois Chapter of the FPA (Financial Planning Association) and is the Chapter’s National Advocacy Director. Lance also serves on the FPA Advisory Council Executive Committee at the national level to ensure that Financial Planning Association members are heard on issues of importance to them and the financial planning profession. In this role, he also helps the FPA lobby Congress for financial planning legislation that will benefit all Americans.

Lance’s undergraduate education was at UCLA and the University of Texas at Austin.

When he’s not serving clients, Lance enjoys traveling domestically and abroad, fine cuisine, the Chicago Cubs, musical theatre, concerts, and all kinds of design.
Securities Agent: CA, AZ, VA, NH, IL, FL, OK, NM, MO, MN, IN, ID, NV, MS, MI, KS, AL, IA, OH, NC, WI, UT, SC, PA, GA, WA, MD, DC, NY, WY, AK, TX, MT, LA, TN, OR, DE, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1677629
CA Insurance License #: 0E58450

About Me

Asif Ahmed is a seasoned financial advisor with over two decades of experience in the industry. As a Senior Vice President and one of three principals of The Wrigley Group at Morgan Stanley, he leads a high-caliber wealth management team, serving as the primary portfolio manager and co-director of Alternative Investments. Asif is a member of the team’s operating committee and plays a pivotal role in shaping the group’s strategic direction. With experience in portfolio construction, securities selection, behavioral finance, and risk management, he excels at solving complex financial challenges and leads his team in crafting customized financial solutions for affluent families and institutions.

His international background, fluency in multiple languages, and experience living on three continents give him a unique global perspective. This enables him to provide clients with thoughtful insights into world economics, commerce, capital markets, and geopolitics.

Asif is a proud University of Houston alumnus with a background in psychology. He began his career in 2000 at Bank of America, where he underwent rigorous training in custom credit and liquidity management. After more than a decade at Bank of America, he joined J.P. Morgan Wealth Management in 2011 before moving to Morgan Stanley in February 2022.

Beyond his professional life, Asif is passionate about mentoring children and young adults. His commitment to philanthropy is evident through his support for a large orphanage, a cause that aligns with his deep-seated values of community and compassion.

In his free time, Asif enjoys endurance sports such as running and cycling, reading, photography, and cooking for his loved ones. Above all his greatest priority is his family-his wife, Wendy, and their daughters, Kayla and Zhara-with whom he resides in Cave Creek, Arizona.
Securities Agent: IL, PA, OH, LA, AL, WY, AK, SC, NY, MS, MN, CO, CA, MT, FL, UT, TN, MI, NH, IN, VA, OR, MO, KS, DC, AZ, WA, TX, NM, MD, GA, IA, WI, OK, NV, NC, ID, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 620193

About Brian D. Williams

Institutions, business owners, corporate executives, healthcare professionals, athletes, entrepreneurs, lawyers, retirees, and their next generation family members have all relied on Brian to be their partner for their wealth management needs.

They know they’re tapping into his 20 years of experience in wealth management to provide them with guidance on a wide range of aspects including, portfolio construction and management, investment manager selection, tax efficient investing, risk management, retirement, legacy and education planning, alternative investments, cash and liquidity management, custom credit strategies, cash settlements, and business valuation.

An overarching goal throughout Brian’s career has been to deliver a differentiated level of client service. He’s had the privilege to work with amazing families over the years and puts extensive care into building personal relationships with them. Having their trust and friendship means the world to Brian, who employs a collaborative process to help his clients articulate their goals and aspirations for themselves and their families. As Brian says, “it’s a team effort and I look forward to serving them every day”.

Brian is a proud University of Tampa alumnus, where he earned his B.S in Finance with a concentration in Investment Management. After graduation, he started his career as a financial advisor trainee at Merrill Lynch, Pierce, Fenner & Smith Inc and later went on to enjoy a 15-year career at JPMorgan Securities, LLC. Brian worked as an Investment Advisor on the business owners’ team in downtown Chicago within JPMorgan’s Private Bank. He later went on to represent the Chase Private Client brand as an Executive Director and West Region Team Lead - Investment Product Specialist where he worked alongside Regional and Market Directors to coordinate efforts around advisor development, training, and the execution of business initiatives. He helped educate advisors on financial markets, portfolio construction, strategic and tactical asset allocation, risk management, manager selection, and retirement planning. Brian finished his JPMorgan Wealth Management career as a Senior Vice President and joined Morgan Stanly in May 2022.

Brian lives in Castle Pines, Colorado, working out of Morgan Stanley’s offices in Phoenix, Arizona and Greenwood Village, Colorado. He enjoys spending time with his wife, Caitlin, and their two beautiful children Mason and Amelia. They enjoy spending time with family and friends, traveling, skiing, golfing, attending sporting events, and collecting wine. He is passionate about mentoring young adults looking to get into the wealth management industry and previously volunteered his time at the Indiana Coalition Against Domestic Violence.
Securities Agent: NC, MS, IL, WY, OK, WA, VA, OH, MT, KS, IN, GA, MI, ID, TN, NY, NM, MO, AK, IA, AL, UT, NH, MN, TX, SC, MD, LA, DE, DC, CA, PA, NV, FL, CO, AZ, WI, OR; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 837402

About Autumn Bregante

As the newest member of The Wrigley Group at Morgan Stanley, I joined because of our shared passion serving clients and their families and helping them on their path to financial freedom. I bring to the team my experience in caring for C-Suite executives regarding their Executive Compensation.

My experience and skill came from within Morgan Stanley where I worked since 2019 with the Executive Services team who are all about providing white glove service to Executives to help them manage and make the most of their compensation.

As a native Georgian, I uprooted to Arizona in 2011 to live closer to my dad and start a new adventure. That’s when I began my career in caring for people and their financial well-being. I served as a branch manager at the Texas-based, First Convenience Bank in Arizona. Their motto is “Putting Customers First Since 1901”, and that’s exactly what I lead my teams to do in multiple branch locations. In 2017 I left the bank to pursue my interest in the investment financial field at Charles Schwab where I was on the incoming Stock Plan member team.

Born and raised in Augusta, Georgia, I do like golf, but my sport of choice is football, and I am a diehard Atlanta Falcons fan. My love of the pro game extends to fantasy football, too, because I can feel first-hand what it’s like to win. I am a wife and a new mother to Jameson, our handsome little toddler. In my free time I love to kick box at the gym, hike, and cook.

My first inkling of a career in financial services came when I graduated from high school and got a 4H scholarship to the Art Institute of Atlanta for Culinary Management. I quickly realized that career direction for me was more like “Hell’s Kitchen Bootcamp”, so I quickly changed my major and career path to finance.
Securities Agent: NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 2486920

About Christopher LaPaglia

Chris is a founding member of The Wrigley Group at Morgan Stanley. Clients have come to count on Chris to execute their approved financial plans and to help ensure that every detail has been taken care on their behalf. Chris has a decade of experience in caring for clients having started with Morgan Stanley in 2010 in Chicago. An area of focus for Chris is Stock Plan Reinvestment and helping clients who have executive compensation make the most of this form of income and wealth. In 2017 he moved to Phoenix and used what he learned in Chicago to bring Stock Plan Reinvestment experience to Arizona and to form The Wrigley Group.

Chris is a 2011 Bachelor of Arts graduate of DePaul University and has been learning continually about all aspects of wealth management and client service since joining the profession.

When Chris isn’t working, he loves being a first time Dad to Sonny, traveling with his wife Victoria, and playing golf.

About Carrine Langley

Carrine Langley is a Senior Registered Sales Associate with The Wrigley Group at Morgan Stanley. She joined the team in early 2023 alongside her longtime colleague and collaborator, Senior Vice President and Financial Advisor, Asif Ahmed. Together, they bring a strong partnership built on years of shared experience to deliver an elevated standard of service for clients.

Carrine began her career in financial services at Charles Schwab in 1999 as a Registered Representative before moving to Wells Fargo Investments. She spent 17 years at JP Morgan Wealth Management, where she supported high-net-worth individuals and families with personalized financial strategies - eight of those years in direct partnership with Asif Ahmed.

At The Wrigley Group, Carrine continues to serve clients with care and dedication while also leading the team’s marketing initiatives and event planning efforts. She brings a fresh, creative perspective to client engagement helping the team connect with people in meaningful ways both inside and outside the financial conversation.

Born and raised in Phoenix, Arizona, Carrine lives in Verrado/Buckeye with her two children, Charlotte and Aiden. She holds a degree in Business Administration and Management from the University of Phoenix. Outside of her work with wealth management, Carrine has a deep passion for sound healing and creating spaces using courage connection healing and community. She also enjoys photography, hiking, paddle boarding, traveling, attending concerts, and spending time with her family.

About Solece Lopez

Solece joined The Wrigley Group at Morgan Stanley in October 2023. Solece supports clients in their day-to-day account needs and provides operational support to the team.

Solece began her career at State Farm Insurance, then moved to Charles Schwab & Company. She received her Bachelor of Global Management degree from Arizona State University, where she graduated Summa Cum Laude. She currently holds her Series 7, Series 63, and Series 66 Licenses.

Solece is a Rio Rancho, New Mexico native, though she now calls Chandler, Arizona home. Her favorite hobbies are pursuing home improvement projects, painting, and taking road trips with her fiancé Anthony & their dog Annie across the Southwest.

About Rachel Thomas

Rachel joined The Wrigley Group at Morgan Stanley as an intern in December 2024 before transitioning to a Client Service Associate in July 2025. In her current position, she focuses on operational support and provides dedicated assistance to clients ensuring their needs are met with care and efficiency.

A recent graduate of Arizona State University, Rachel earned her Bachelor’s degree in Business with a concentration in Financial Planning and a minor in Human and Family Development. As an Arizona native, she enjoys spending time outdoors, and takes pleasure in baking, reading, and relaxing with her cat, Rain.
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Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications
Ready to start a conversation? Contact The Wrigley Group today.
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8Morgan 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.

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9Morgan 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.
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 and other legal matters.

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10Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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CRC 4665150 (8/2025)