The Wrigley Group at Morgan Stanley

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.

Asif is a Senior Vice President with 24 years of financial sector experience. He is a Managing Partner of The Wrigley Group at Morgan Stanley, a Phoenix based wealth management team. As a practitioner he works closely with high net-worth families, as well as institutions. His areas of expertise are alternative investments, complex investment strategies, portfolio construction and risk management.

Asif provides clients with guidance around estate and retirement planning strategies, family legacy planning, education planning, tax efficiency, cash and liquidity management, custom credit strategies, and business valuation. His team leverages Morgan Stanley’s industry leading wealth management platform to serve clients. “An overarching goal throughout my career has been to deliver a differentiated level of service. I have had the privilege to work with some amazing families over the years and I have worked hard to forge personal relationships with them. Having their trust means the world to me. I employ a collaborative process to help clients articulate their goals and aspirations for themselves and their families. It is a team effort and I look forward to serving them every day...”

Asif has lived in three different continents and is fluent in multiple languages. This distinctive international exposure has provided him with invaluable wisdom and foresight around global economics, commerce, and geopolitics - a knowledge base that he utilizes daily to serve his clients. Asif’s unique background and experience, paired with some of the best intellectual capital in global finance, has allowed him to develop a differentiated process. He is a University of Houston alumnus, where he studied psychology. He started his career at Bank of America in 2000, where he went through a demanding training regimen on custom credit, cash and liquidity management for affluent clients, family offices and institutions. After spending over 10 years at Bank of America, Asif joined JPMorgan Wealth Management in 2011. There, he earned the title of Senior Vice President while serving as a Senior Financial Advisor. He held a SVP title there as a Senior Financial Advisor. He joined Morgan Stanley in February 2022.

Asif is a voracious reader, two-time Ironman triathlete, a runner and cyclist. He is an avid photographer and outdoorsman. He enjoys cooking for his family and friends. He is passionate about mentoring children and young adults. Although he has many interests and professional responsibilities, his most important priority is his family - wife Wendy and their two daughters Kayla and Zhara. Asif and Wendy live in Cave Creek with their two children.

Institutions, business owners, corporate executives, healthcare professionals, athletes, entrepreneurs, lawyers, retirees, and their next generation family members have all relied on Brian Williams to be their partner for creating financial well-being.

They know they’re tapping into his 18 years of experience in wealth management to provide them with guidance on a wide range of aspects of wealth management including retirement, education, portfolio construction and management, investment manager selection, tax efficient investing, cash and liquidity management, risk management, custom credit strategies, cash settlements, business valuation, and legacy planning.

An overarching goal throughout Brian’s career has been to deliver a differentiated level of client service. He has 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 Lone Tree, Colorado, frequently visiting Morgan Stanley’s offices in Phoenix, Arizona. He enjoys spending time with his wife, Caitlin, and their two beautiful children Mason and Amelia. They enjoy spending time with 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.

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.

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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 enjoys traveling with his wife Victoria, playing softball, and being out on the golf course as much as possible.

Carrine joined The Wrigley Group in early 2023 with her longtime colleague and collaborator, SVP and Financial Advisor, Asif Ahmed. Together, we’re confident that Carrine and Asif will help us take our standard of service even higher for all our The Wrigley Group clients.

Carrine began her career at Charles Schwab in 1999 as a Registered Representative, then moved to Wells Fargo Investments. She joins us from JPMorgan Securities where she partnered with Asif for 17 years as a Private Client Investment Associate.

Carrine was born and raised in Phoenix, AZ and currently lives in Verrado in Buckeye, AZ with her two children Charlotte and Aiden. She graduated from the University of Phoenix with a degree in Business Administration and Management. Her favorite hobbies are photography, hiking, paddleboarding, traveling and concerts.

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.