Trevor Fahr
Industry Award WinnerMy Mission Statement
My Story and Services
His approach to financial planning is deeply rooted in helping clients manage complex financial aspects such as investments, employee benefits, and tax and estate laws. Trevor specializes in serving corporate executives, offering tailored guidance to navigate challenges like concentrated stock positions and equity compensation. His practice is characterized by a personal touch, maintaining direct relationships with clients while leveraging a dedicated support team to ensure seamless service delivery. Clients often describe him as trustworthy, caring, and knowledgeable, with many relationships spanning over two decades.
Outside of his professional life, Trevor prioritizes family time. Married with two sons, his family attends Highland Park United Methodist Church. Trevor enjoys watching his sons participate in their activities, including sports and Boy Scouts. His personal interests include golfing, watching and attending college and professional sporting events, and spending time at the lake with his family and friends. His family and personal interests underscore his priority to help clients create the freedom and security to enjoy life's most important moments.
NMLS#: 2791783
About PWM
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
EXECUTIVE SERVICES
When you invest in your workforce, you empower it too. We can help deliver workplace financial solutions that can help employees on their road to financial wellbeing.
As a successful corporate executive, you face unique challenges. Morgan Stanley offer's services designed for executives like you, helping you make more informed choices and manage your wealth more effectively.
Equity awards are a recognition of your executives' hard work. Let's help put them to good use. Leveraging an innovative analysis platform, our team provides strategy and perspective to help your leaders maximize the impact of their equity.
Designed for executives who have significant wealth in stock and options of their company, the Concentrated Stock and Options Analysis illustrates various valuations of holdings as well as hypothetical diversification scenarios.
Morgan Stanley puts our years of experience and leadership into action so you can provide benefits that set you apart.
As a corporate executive, you may be aware of material non-public information at any time and can also face company-imposed quarterly or specific blackout periods restricting market access to trading your company stock. A 10b5-1 plan is designed to address these issues. By utilizing a 10b5-1 plan, you can gain an affirmative defense against claims of insider trading. Your plan can include tailored trading schedules that coordinates with your personal need for liquidity and your own timing requirements.
Workplace financial solutions that help employees achieve their life goals. Our comprehensive offering spans Equity, Financial Wellness and Retirement solutions, plus Financial Empowerment, so your workforce can realize the full potential of their benefits.
PURSUING YOUR GOALS, TOGETHER
Goals you set today will evolve over time. Our approach is crafted to adapt alongside your objectives and the changing circumstances of your life. Holistic in its approach, our planning process will encompass all the elements of your financial and personal life, making sure they align with your current and future goals and priorities.
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Intelligent Withdrawal gives us the ability to look across multiple accounts and products to identify the right combination of securities and tax lots to sell so you can help meet spending needs while making the most out of your hard-earned money.
We recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
Tax-efficient investing techniques may help you lower your tax burden and increase your long-term wealth.
EVERYTHING YOU NEED, ALL IN ONE PLACE
Morgan Stanley's comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Morgan Stanley Family Office Resources provides specialized, technical expertise to select clients across a broad range of family wealth management issues. Our core capabilities span three complimentary areas of focus including Governance & Legacy, Wealth Strategies and Signature Access.
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Location
Awards and Recognition
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Private Wealth Management Podcast
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
4Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley