Tyler T. Whitten
Senior Vice President,
Financial Advisor
Direct:
(775) 982-8663(775) 982-8663
My Mission Statement
Excellence in helping clients like you with your personalized investment and financial strategies
Tailored Advice Focused on You
With over 30 years in the Financial Services Industry, I have the knowledge and experience that allows me to help my clients meet their goals while leaving a lasting legacy. I do this by providing tailored, custom financial plans through Morgan Stanley’s Financial Planning Solutions and resources, including a vast array of some of the top external Money Managers in the industry.
Evaluating your specific situation and creating an achievable financial plan is at the core of my business and I work with every client on an individual basis to help them achieve what matters most to them. Every client is different and with my over 30 years of experience, I am able to customize my solutions to fit your situation.
#30 Forbes Best-In-State Wealth Advisors (2022)
*Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Evaluating your specific situation and creating an achievable financial plan is at the core of my business and I work with every client on an individual basis to help them achieve what matters most to them. Every client is different and with my over 30 years of experience, I am able to customize my solutions to fit your situation.
#30 Forbes Best-In-State Wealth Advisors (2022)
*Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Securities Agent: WI, TX, KY, PA, NY, MT, KS, ID, IL, GA, NJ, OR, AZ, NV, NC, ME, IA, FL, CO, CA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1498281
NMLS#: 1498281
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Real Advice For Each Client's Situation
I enjoy helping my clients meet their goals by guiding them through the financial planning process. Below are some of the types of clients I have dedicated our career to servicing. If this sounds like you, please reach out to me for a financial consultation. I would be glad to help!
- Corporate Executives
- Small Business Owners
- Families in need of Legacy Planning
- Pre-Retirees & Retirees
- Individuals Going Through a Significant Life Event
Services I Provide
- Comprehensive Financial Planning
- Investment Management
- Alternative Investment Solutions
- Risk Management and Insurance
- Executive Financial Services
- Legacy and Transfer Planning
- Estate and Trust Planning
- Cash Management Solutions
- Monetization, Tax, and Exit Planning for Small Businesses
A Disciplined Process Focused on You
I believe that charting a clear course to financial success begins with understanding your values, priorities, and aspirations. Together, we will define what is most important to you and your family and then develop the strategies to help get you there. Through each step, I will provide objective advice and investment insights to construct a plan that is personalized to your needs and goals.
Step 1: Get to Know Each Other
• Listen carefully to understand what is important to you, your family, and your legacy
• Identify circumstances unique to your personal situation
• Clearly establish your financial and personal goals
• Identify circumstances unique to your personal situation
• Clearly establish your financial and personal goals
Step 2: Assess Your Finances
• Gather important data, documents, and financial statements
• Review the information collected to insure the data is accurate
• Analyze your current investment and cash management strategies
• Review the information collected to insure the data is accurate
• Analyze your current investment and cash management strategies
Step 3: Develop Your Customized Financial Plan
• Develop your personalized plan using proprietary tools and insights from Morgan Stanley
• Integrate any real estate and private investments into your overall strategy
• Incorporate insurance and estate planning strategies
• Present my recommendations along with key action steps
• Coordinate strategies with your CPA and estate attorney if applicable
• Integrate any real estate and private investments into your overall strategy
• Incorporate insurance and estate planning strategies
• Present my recommendations along with key action steps
• Coordinate strategies with your CPA and estate attorney if applicable
Step 4: Implement Your Plan
• Prioritize activities and establish timelines to achieve your goals
• Set up tools to provide convenient access to your accounts
• Provide ongoing updates to ensure your plan is implemented as expected
• Set up tools to provide convenient access to your accounts
• Provide ongoing updates to ensure your plan is implemented as expected
Step 5: Deliver Ongoing Service
• Schedule regular calls and meetings to monitor progress towards your goals
• Apply a strict due diligence process to evaluate investment performance
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
• Apply a strict due diligence process to evaluate investment performance
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
Helping You Leave a Legacy that Transcends Generations
Managing your family’s wealth is about so much more than simply attaining a desired return. I work with my clients and their families to plan for both the present and the future. My goal is to get all generations involved and set out a plan so that your hard earned wealth transcends generations and lasts long after you are gone. We will set up a strategy to make sure your children and grandchildren are taken care of. Whether this involves estate planning, insurance planning, or just taking a much longer term view on your investment horizon, I am here to guide you through this complicated process.
How I Help
- Creating a Comprehensive Financial Plan
- Long Term Investment Solutions
- Getting Your Heirs Involved
- College and Education Planning
- Insurance Planning
- Estate Planning
- Working With Your Estate Attorney
- Gifting Strategies
- Charitable Giving Strategies
- Alternative Investment Solutions
- Cash Management
- Working With Your CPA
Client Service Team
Dean H. Miller - Wealth Management Associate
Phone:
(775) 982-8610(775) 982-8610
Email:Dean.Miller@morganstanley.com
Dean is a Wealth Management Associate and manages the daily operational duties for the team. Dean joined Morgan Stanley in July of 2017 and previously worked for a transactional fixed income team out of New York City.
Prior to Morgan Stanley, Dean worked at UBS Financial Services, Inc. where he covered ultra-high net worth clients, with a focus on fixed income markets. Dean currently holds his FINRA Series 7 and FINRA Series 66 securities licenses.
Dean earned a BBA in Finance from the George Washington University School of Business and currently resides in Reno, NV with his family, where he enjoys skiing and the outdoors. Outside of work, Dean is an accomplished golfer, plays the piano, and enjoys astronomy and the sciences. Dean’s 7+ years of experience allows him to bring a unique perspective to the role, with a holistic approach to relationship management.
Prior to Morgan Stanley, Dean worked at UBS Financial Services, Inc. where he covered ultra-high net worth clients, with a focus on fixed income markets. Dean currently holds his FINRA Series 7 and FINRA Series 66 securities licenses.
Dean earned a BBA in Finance from the George Washington University School of Business and currently resides in Reno, NV with his family, where he enjoys skiing and the outdoors. Outside of work, Dean is an accomplished golfer, plays the piano, and enjoys astronomy and the sciences. Dean’s 7+ years of experience allows him to bring a unique perspective to the role, with a holistic approach to relationship management.
Location
5390 Kietzke Lane
Suite 200
Reno, NV 89511
US
Direct:
(775) 982-8663(775) 982-8663
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
Article Image
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
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
Article Image
Ready to start a conversation? Contact Tyler T. Whitten today.
1Morgan 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.
2When 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.
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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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 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
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
2When 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.
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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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 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
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)
