My Story and Services

Tyler Needman, CFA®, CIMA® sits at the center of The Three Pillar’s Group’s two businesses, co-leading their individual wealth management Private Client business and 10b5-1 Preset Diversification corporate services business.

Within the Three Pillars Group’s Private Client business, Tyler focuses on investment analysis and financial planning for individual wealth management clients. Tyler’s analytical skills, along with his strong foundation in relationship management, allow him to create easy to understand, holistic wealth management solutions that incorporate financial planning, investments, philanthropy, and legacy planning strategies for the next generation.

Tyler founded and co-leads The Three Pillars Group’s highly experienced 10b5-1 Preset Diversification business which sits at the crossroads of Morgan Stanley‘s Global and Private Wealth Management divisions, Morgan Stanley’s Executive Financial Services division, E*TRADE by Morgan Stanley, and Shareworks by Morgan Stanley. Tyler works closely with corporate executives and key employees, tailoring personalized 10b5-1 Pre-set Diversification Plans to diversify company stock holdings and manage the wealth they have created. Having worked with corporate 10b5-1 clients for over 15 years, Tyler offers his practical knowledge and trusted counsel to 10b5-1 relationships.

Tyler has attained some of the industry’s most prestigious qualifications over his 21 year career. Tyler is a Chartered Financial Analyst (CFA), one of the highest distinctions in the investment management profession. He also holds is Certified Investment Management Analyst (CIMA®) designation, one of the highest level of advanced investment programs for client-facing advisors. Tyler is also designated by Morgan Stanley as a Senior Portfolio Manager where he works in a Fiduciary capacity managing client assets on discretion. He is also an Alternative Investments Director, Lending Specialist, and National Strategic Partner within Morgan Stanley.

Tyler joined Morgan Stanley 2001. He is a Bay Area native and currently resides on the Peninsula with his wife Kristen, son Bryant, and daughter Aiyla. Outside the office, Tyler enjoys hiking, playing basketball, and exploring California. He graduated from the University of San Francisco with a B.S. in Finance.
Please visit our team website The Three Pillars Group at Morgan Stanley
Securities Agent: IA, CO, AR, DC, NJ, UT, NV, MN, WY, TN, OK, OH, NH, NC, MA, FL, VA, MI, WA, VT, SC, NM, MT, LA, CA, AZ, MO, MD, GA, AL, PA, HI, OR, IL, ID, DE, CT, WI, TX, NY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1272749
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    Discovery
    We begin by asking questions about what matters to you the most. We'll talk about the Lifestyle you enjoy, your passions and your concerns. Capturing all of this information will enable us to map out a long term strategy, ensuring that each aspect of your financial situation is working together effectively.
    Analysis and Recommendation
    Based on our dialogue, we will analyze your personal and financial information, assess risks and identify any potential threats to your financial health. We will then present appropriate investment options that work together and are designed to help you meet your financial goals.
    Implementations
    Once you have approved your wealth management plan, we will work closely with you to help ensure the various elements of your plan are working together with one another. Wherever appropriate we will suggest seeking additional , in-depth advice on complex issues such as estate planning and Tax minimization strategies.
    Reviewing Objectives
    On going communication is a vital part of our relationship and we are committed to keeping you informed of your changing financial needs. We will review your portfolio at your request and whenever you feel your circumstances have changed. We will make certain your assets are positioned according to your changing needs and long term goals.

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

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    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

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    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
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    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
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    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
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    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

216 Lorton Avenue
Suite 200
Burlingame, CA 94010
US
Direct:
(650) 340-6514(650) 340-6514
Fax:
(650) 340-6580(650) 340-6580
Wealth Management
Global Investment Office

Portfolio Insights

Read More about On the Markets
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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

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
Learn More about Retirement
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
Learn More about Investing
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Learn More about Family
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Learn More about Business Planning
Financial Planning for Life After Selling a Business
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Financial 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.

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
Learn More about Philanthropy
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.

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.
Learn More about Financial Wellness
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact Tyler Louis Needman today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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Awards Disclosures
CRC 6491812 (04/2024)