Trisha Larson
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(480) 368-6524(480) 368-6524
My Story and Services
Trisha Larson is a Senior Vice President, Financial Advisor and founding partner of The Path Forward Team at Morgan Stanley. For over a decade, Trisha has helped successful executives, business owners and families navigate the complex, multigenerational stages of their financial lives. As your Financial Advisor, Trisha can help you define and build an investment strategy and financial plan to meet your goals by delivering a vast array of best in class, global resources to you. Working together, you will have 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.
Throughout Trisha’s time in the industry, she’s has received the following awards and recognition:
• Forbes Top Women Wealth Advisors Best-In-State Ranking, 2026
• Forbes Top Next-Gen Wealth Advisors Best-In-State Ranking, 2025
• Phoenix Business Journal 40 Business Leaders Under 40, 2021
• Morgan Stanley Global Pace Setter, 2016–2020
Long before these recognitions the foundation for Trisha’s approach and work ethic were already taking shape. A graduate of DePaul University, she walked on to the school’s Division I soccer team and competed in the NCAA Big East Conference. After graduating college, she then finished over a dozen half marathon and marathon road races. Her experience as a lifelong athlete continues to shape her work today: instilling the discipline, tenacity and competitive drive that she brings to every challenge her clients face.
What defines Trisha’s work is not just what she’s built with the firm, but how Trisha shows up for people. Beyond providing a goals-based planning process to address the complexities of modern wealth, Trisha prides herself on stepping up for clients in the moments when financial decisions become deeply personal; aiming to offer advice that is thoughtful and strategic, but also deeply human.
Outside the office, Trisha currently serves as Board Chair of Special Olympics Arizona’s Board of Directors, and as a member of The Society of St. Vincent de Paul’s Vinnie’s Advisory Board. In her free time, you can likely find Trisha on a tennis court or golf course.
For a second opinion about your current investments, or to talk about your goals, Trisha can be reached directly at, (480) 368-6524.
Throughout Trisha’s time in the industry, she’s has received the following awards and recognition:
• Forbes Top Women Wealth Advisors Best-In-State Ranking, 2026
• Forbes Top Next-Gen Wealth Advisors Best-In-State Ranking, 2025
• Phoenix Business Journal 40 Business Leaders Under 40, 2021
• Morgan Stanley Global Pace Setter, 2016–2020
Long before these recognitions the foundation for Trisha’s approach and work ethic were already taking shape. A graduate of DePaul University, she walked on to the school’s Division I soccer team and competed in the NCAA Big East Conference. After graduating college, she then finished over a dozen half marathon and marathon road races. Her experience as a lifelong athlete continues to shape her work today: instilling the discipline, tenacity and competitive drive that she brings to every challenge her clients face.
What defines Trisha’s work is not just what she’s built with the firm, but how Trisha shows up for people. Beyond providing a goals-based planning process to address the complexities of modern wealth, Trisha prides herself on stepping up for clients in the moments when financial decisions become deeply personal; aiming to offer advice that is thoughtful and strategic, but also deeply human.
Outside the office, Trisha currently serves as Board Chair of Special Olympics Arizona’s Board of Directors, and as a member of The Society of St. Vincent de Paul’s Vinnie’s Advisory Board. In her free time, you can likely find Trisha on a tennis court or golf course.
For a second opinion about your current investments, or to talk about your goals, Trisha can be reached directly at, (480) 368-6524.
Securities Agent: VA, NJ, MN, WI, MI, CT, WY, MS, IL, WA, UT, MD, AZ, OR, SD, SC, TN, NM, NC, MA, ID, OH, CO, CA, GA, TX, PA, NY, MT, MO, KS, IN, IA, FL, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1470299
CA Insurance License #: 0L82200
NMLS#: 1470299
CA Insurance License #: 0L82200
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
14850 N Scottsdale Rd
Suite 600
Scottsdale, AZ 85254
US
Direct:
(480) 368-6524(480) 368-6524
Awards and Recognition
Forbes Top Next-Gen Wealth Advisors Best-In-State
Forbes Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (Awarded Aug 2025) Data compiled by SHOOK Research LLC for the period 3/31/24 - 3/31/25.
Forbes Top Women Wealth Advisors Best-In-State
Forbes Top Women Wealth Advisors Best-In- State Source: Forbes.com (Awarded Feb 2026) Data compiled by SHOOK Research LLC for the period 6/30/24 - 6/30/25.
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Wealth Management
Global Investment Office
Portfolio Insights
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.
Ready to start a conversation? Contact Trisha Larson today.
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 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.
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 | Morgan Stanley
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 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.
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 | Morgan Stanley
CRC 4665150 (8/2025)
