Trae Farrell, CEPA®
Financial Advisor,
Portfolio Manager,
Certified Exit Planning Advisor™ (CEPA),
Financial Planning Specialist,
Workplace Advisor - Equity Compensation
Direct:
(480) 345-4738(480) 345-4738
My Mission Statement
Providing sophisticated wealth management for affluent families, allowing them to simplify their lives and embrace the future.
A Shared Vision, A Common Goal
The MPT Wealth Management Group represents a team of highly committed professionals. Working together, we provide personalized, objective advice that is focused on doing what’s right for you. We are structured to serve the comprehensive and diverse needs of an exclusive group of affluent families.
When you leverage our thought leadership with the global resources of Morgan Stanley, you’re able to align your finances with what’s most important to you.
This ultimately gives you more time to focus on the pursuits and passions that give your life purpose.
When you leverage our thought leadership with the global resources of Morgan Stanley, you’re able to align your finances with what’s most important to you.
This ultimately gives you more time to focus on the pursuits and passions that give your life purpose.
- Holistic, Goal-Based Wealth Management
- Comprehensive Financial Planning
- Estate Planning Strategies
- Cash Management and Lending Solutions
- Custom Portfolio Management
- Family Governance and Wealth Education
- Philanthropic Services
- Wealth Preservation and Protection Strategies
Securities Agent: GA, OH, AR, MA, DC, VT, SC, PA, WI, NM, NJ, NC, UT, MD, WA, RI, AZ, AL, OK, HI, CA, VA, CT, TX, TN, OR, NY, NV, MN, KS, ID, FL, CO, MT, MO, MI, IL, IA, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 2235690
CA Insurance License #: 4314679
NMLS#: 2235690
CA Insurance License #: 4314679
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The MPT Approach
We are committed to the following beliefs about wealth management that serve as the foundation of our practice. Above all, we pride ourselves on building long-lasting relationships with our clients and their families who share these same principles.
Integrity, Trust & Professionalism
We build longstanding relationships, based on a commitment to these core values. We work with a select group of clients who value our depth of knowledge and experience in providing comprehensive solutions that go well beyond investments. The bonds we form with our clients are fundamental to our mission, and it is our intent that they span generations.
Experience Matters
In addition to our comprehensive experience The MPT Wealth Management Group also includes members who have earned several prestigious industry designations including: a Chartered Financial Analyst certification and Family Wealth Director at Morgan Stanley, which reflects a small group of advisors uniquely qualified to service the sophisticated needs of ultra-high net worth clients.
Service Is Paramount
Successful wealth management begins and ends with personalized service. We recognize every client is different. We understand some clients seek a more “hands on” approach, while others want to understand the basics. We are committed to a client first experience and will deliver a tailored service model that aligns with you and your lifestyle.
Team Approach
The diversity of our backgrounds enables us to deliver fresh ideas for today’s complex world. We utilize extensive analytical resources to research, evaluate and recommend appropriate strategies to address your particular goals. Our priority is to be your first call for any financial matter.
Knowledge Is Power
Financial education is a vital element of our practice and helps ensure continuity as wealth moves from one generation to the next. We believe it is our responsibility to assist you and family members as they face important financial challenges. We provide access to important resources and are here to answer critical questions that may impact the long-term wealth of your extended family.
Global Industry Leadership
We are proud to be part of Morgan Stanley and it’s 85 years of rich heritage. The Firm was founded on the principles of objectivity, transparency, and accountability. Through Morgan Stanley our team has global reach, financial resources, intellectual capital, and technology platforms which allow us to provide a comprehensive wealth management service for our clients.
Family Office Resources
At Morgan Stanley, we have a select group of Financial Advisors who earned the Family Wealth Director designation. It is given to those who have extensive experience working with ultra high net worth families, and who have undergone specialized training. Family Wealth Directors have direct access to an extensive range of resources needed to help affluent families manage the complex, multigenerational challenges of significant wealth.
Estate Planning Strategies
A fully integrated, holistic analysis of your balance sheet, estate plan, and investment strategy through a collaborative process, including your Morgan Stanley Family Wealth Director, Wealth and Estate Planning Strategist and, at your request, your legal and tax advisors.
Access to Cash Management & Lending
Comprehensive cash management and lending solutions available to compliment your investment strategy.
Family Governance & Wealth Education
Dedicated professionals who can help you address sensitive family issues, facilitate communication, manage conflict and achieve a shared sense of common direction in coordination with clients' outside advisors.
Philanthropy Management
Provide strategic advisory solutions that can help our clients achieve their philanthropic goals.
Lifestyle Advisory
Provide bespoke solutions and access to knowledgeable, highly personal third-party providers to help meet your exceptional needs from the everyday to the extraordinary.
The Basics of Estate Planning
We look at all aspects of an individual’s estate to understand the potential income tax and estate planning implications. Our goal is to make informed investment decisions looking at your estate plan holistically. Click the link below to learn more about estate planning.
Estate and Gift Taxes
Our team is here to help you navigate estate and gift taxes. Click on the link below to learn more about the federal and estate gift tax, exemptions, federal annual gift, and more.
Business Owners and Entrepreneurs
Similar to managing a business, managing family wealth requires a plan to manage assets and reduce risk. We collaborate with business owners and founders looking to accelerate growth and create solid succession plans, bridging the gap between private wealth and investment management services. By utilizing some of the best research and investment management resources available, we assist in managing the entire process.
Preparing for the Transaction of a Lifetime
Selling a business should be the reward for years of entrepreneurial savvy and hard work. We can help guide you through the process.
Read More
Planning for Life After Selling a Business
Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.
Read More
10b5-1 Plans
As a business executive, you might at any moment be in possession of important non-public information. You might also be subject to quarterly or other set blackout periods that limit your ability to trade company stock. These problems are intended to be addressed by a 10b5-1 plan. You can establish an affirmative defense against accusations of insider trading by using a 10b5-1 strategy. Your strategy could include a custom trading schedule that fits your time needs and individual liquidity needs.
View Disclosure
Understanding Your Equity Awards
We can help you understand the difference between incentive and non-qualified stock options, as well as restricted stock awards and units.
Location
14850 N Scottsdale Rd
Suite 600
Scottsdale, AZ 85254
US
Direct:
(480) 345-4738(480) 345-4738
Wealth Management
Global Investment Office
Portfolio Insights
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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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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
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Trae Farrell today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When 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. Individuals 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.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When 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. Individuals 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.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
