About Vince

Vince Suter is a Senior Vice President, Senior Portfolio Management Director, and Wealth Advisor.  He has been helping clients achieve their financial goals for 20+ years.Vince focuses on developing client relationships and understanding each client’s aspirations.  Armed with this information, he employs the resources of Morgan Stanley and his team to develop a personalized investment strategy.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Financial Planning3
  • Estate Planning Strategies4
  • Asset Management5
  • Retirement Planning6
  • Lending Products
  • Executive Financial Services7
  • Trust Services*
  • 529 Plans8
Securities Agent: WI, TX, WA, VA, TN, SC, OH, NY, NV, NM, NJ, NC, MO, MN, MI, KS, IL, IA, GA, FL, DC, CO, CA, AZ; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1253139
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Awards

Vince and his team are passionate about helping guide you on your path to the financial future you envision.  Their process provides custom tailored solutions designed and implemented for each individual goal.  These plans are monitored, communicated, and coordinated with their clients' other tax and legal professionals to help provide comprehensive wealth management solutions.  The process includes an initial meeting of fact-finding, followed by many planning sessions to establish and clarify the goals of the client.  Once established, a plan is put in place with an active process of review.  This includes progress checks, and adjustments of ongoing goals as circumstances change.
  • Forbes 2019 Best In State Wealth Advisor
  • Forbes 2018 Best In State Wealth Advisor
  • Barron's 2009 Top 1,000 Adviser

Working With You

Vince and his team are passionate about helping guide you on your path to the financial future you envision.  Their process provides custom tailored solutions designed and implemented for each individual goal.  These plans are monitored, communicated, and coordinated with their clients' other tax and legal professionals to help provide comprehensive wealth management solutions.  The process includes an initial meeting of fact-finding, followed by many planning sessions to establish and clarify the goals of the client.  Once established, a plan is put in place with an active process of review.  This includes progress checks, and adjustments of ongoing goals as circumstances change.

    Client Service Team

    • Jason Steichen - Portfolio Management Associate, Assistant Vice President
      Jason Steichen is an Assistant Vice President, Portfolio Management Associate.  He focuses on asset allocation, portfolio construction, and risk management.

      Jason received his Bachelor of Arts from the University of Wisconsin-Whitewater.  Mr. Steichen received his Certified Portfolio Manager® designation from the Academy of Certified Portfolio Managers in conjunction with Columbia University. 

      Jason is active in his community and currently serves as a board member for Elmbrook Little League.  In his free time Jason and his wife enjoy watching their 3 boys athletic events.

       

      Professional Details

      2000-present:  Morgan Stanley

      CPM® - Columbia University – Fu Foundation School of Engineering and Science
    • Kathy Forbes - Portfolio Associate, Financial Planning Associate
      Kathy Forbes is a Portfolio Associate.  She received her Bachelor of Science degree from Concordia University.  Kathy has intimate knowledge of corporate processes and procedures.  She is highly skilled at solving problems and delivering high level client service.  Ms. Forbes has been with Morgan Stanley since 2006. 

      In her free time, Kathy enjoys working out, quilting, and spending time with her two grown children and four grandchildren.

    Location

    20975 Swenson Drive
    Suite 300
    Waukesha, WI 53186
    US
    Direct:
    (414) 256-2544(414) 256-2544

    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

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    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
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    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
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    Business Planning

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    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
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    Ready to start a conversation? Contact Vincent Suter today.
    Market Information Delayed 20 Minutes
    1Morgan 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.

    2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    3Morgan 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.

    4Morgan 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 and other legal matters.

    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.

    6Morgan 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.

    7Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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