Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(910) 509-1130(910) 509-1130
Waylett Wealth Management Group at Morgan Stanley
Direct:
(910) 509-1120(910) 509-1120
Toll-Free:
(866) 450-0164(866) 450-0164
Our Mission Statement
Providing our clients with personalized investment strategies to assist them in achieving their financial goals.
Tell Us Your Goals
As your portfolio has grown, so too has its complexity and the resources needed to manage it. As Financial Advisors, we have the knowledge, experience and commitment necessary to manage your investments on an ongoing, fully discretionary basis, providing you with objective advice on critical financial matters.
Working closely with you, we will develop an investment strategy focused clearly on your objectives —one that reflects your lifestyle expectations, cash flow needs, risk tolerance and aspirations for your family. From there, we will help you build a portfolio informed by the resources and insight available from Morgan Stanley, one of the world’s largest financial firms.
When you look at wealth management from a long-term perspective, one thing becomes clear: it’s your future, not just your money. And over time, we can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important — your progress.
Working closely with you, we will develop an investment strategy focused clearly on your objectives —one that reflects your lifestyle expectations, cash flow needs, risk tolerance and aspirations for your family. From there, we will help you build a portfolio informed by the resources and insight available from Morgan Stanley, one of the world’s largest financial firms.
When you look at wealth management from a long-term perspective, one thing becomes clear: it’s your future, not just your money. And over time, we can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important — your progress.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Advice Matters
- Your goals, hopes and dreams are always at the center of our work. Our deep understanding of market trends and the global economic landscape enables us to give you the objective, understandable advice needed to help you invest with confidence.
- Along with our financial experience, we pride ourselves on being strong communicators. That’s why we’ll meet with you at length when you first begin working with us. We take the time to listen carefully to you and work hard to make sure you understand — and are comfortable with — any financial option we suggest.
We help people just like you, in all stages of life.
Your unique circumstances require specific solutions.
We’ll work with you individually to develop a detailed wealth plan with concrete strategies.
Waylett Wealth Management Group at Morgan Stanley is committed to offering a meaningful contribution to the lives of our clients.
Our industry experience and customer service leadership allows us to take care of you and your family as if you are a member of ours.
We’ll work with you individually to develop a detailed wealth plan with concrete strategies.
Waylett Wealth Management Group at Morgan Stanley is committed to offering a meaningful contribution to the lives of our clients.
Our industry experience and customer service leadership allows us to take care of you and your family as if you are a member of ours.
We've helped:
- High net worth investors
- Corporate executives
- Business Owners
- Mid-career professionals and their families
- Seniors near or in retirement
Location
1111 Military Cutoff Rd
Wilmington, NC 28405
US
Direct:
(910) 509-1120(910) 509-1120
Toll-Free:
(866) 450-0164(866) 450-0164
Fax:
(910) 249-6527(910) 249-6527
Meet Waylett Wealth Management Group
Rachel Hunt
Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist
Phone:
(910) 509-1120(910) 509-1120
Aleasha Conroy
Registered Associate, Financial Planning Associate
Phone:
(910) 509-1102(910) 509-1102
About Bill Waylett
Bill is the Senior Portfolio Management Director and founding member of Waylett Wealth Management Group. He works closely with his clients to define and help achieve their financial objectives. His background and experience in economics and the banking industry contribute to the provision of a well-rounded perspective on investing.
Bill has over 20 years in the retail wealth management business. After 13 years with Smith Barney, Bill transitioned to Morgan Stanley in 2007. He earned the title of Senior Portfolio Management Director at Morgan Stanley and thereby provides individual investors with a level of personalized portfolio management normally reserved for ultra-wealthy investors.
In his spare time Bill is an avid golfer, a hockey enthusiast and enjoys riding his Harley. He and his wife Linda have been married for over 30 years and are the proud parents of two daughters, Rachel and Tara.
Bill has over 20 years in the retail wealth management business. After 13 years with Smith Barney, Bill transitioned to Morgan Stanley in 2007. He earned the title of Senior Portfolio Management Director at Morgan Stanley and thereby provides individual investors with a level of personalized portfolio management normally reserved for ultra-wealthy investors.
In his spare time Bill is an avid golfer, a hockey enthusiast and enjoys riding his Harley. He and his wife Linda have been married for over 30 years and are the proud parents of two daughters, Rachel and Tara.
Securities Agent: NY, NJ, CA, OH, NH, AZ, MA, VA, NC, FL, MO, MI, MD, IL, SC, CT, AL, TX, DE, WA, PA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1265110
NMLS#: 1265110
About Rachel Hunt
Rachel is a Financial Advisor with Waylett Wealth Management Group at Morgan Stanley.
She enjoys working with clients to build customized financial plans and prepare for their future.
Rachel received her degree in Mechanical Engineering from the University of Delaware. She worked for a Fortune 500 manufacturing company and held a number of positions during her tenure including application design, sales, and database management. Rachel decided to pursue her passion to help families with their financial goals. She is thrilled to bring her analytical and computer skills to the team.
Outside of work, Rachel spends her time with her husband and their two sons. In their spare time, she and her husband enjoy playing bridge and biking.
She enjoys working with clients to build customized financial plans and prepare for their future.
Rachel received her degree in Mechanical Engineering from the University of Delaware. She worked for a Fortune 500 manufacturing company and held a number of positions during her tenure including application design, sales, and database management. Rachel decided to pursue her passion to help families with their financial goals. She is thrilled to bring her analytical and computer skills to the team.
Outside of work, Rachel spends her time with her husband and their two sons. In their spare time, she and her husband enjoy playing bridge and biking.
Securities Agent: NC, MI, AL, AZ, PA, MD, CT, CA, NJ, IL, DE, TX, SC, OH, MO, MA, TN, NY, VA, WA, FL, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 1776063
NMLS#: 1776063
About Aleasha Conroy
Securities Agent: NJ, DC, SC, RI, NC, CT, WY, WV, IL, GA, VA, NY, ME, ID, AR, AL, HI, CA, PA, MA, LA, IN, VT, NV, FL, DE, AZ, WI, WA, TN, TX, OK, NH, MD, OH, NE, MO, MN, KY, CO, UT; BM/Supervisor; General Securities Representative; Investment Advisor Representative
Contact Bill Waylett
Contact Rachel Hunt
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
A 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
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
529 Plans: A Powerful Tool to Save for Education
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Ready to start a conversation? Contact Waylett Wealth Management Group today.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
4When 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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
4When 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.
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)
