Ava Colberg
Financial Advisor Associate
William Cleaver, CEPA®
Senior Vice President,
Financial Advisor
Direct:
(972) 943-7246(972) 943-7246
My Mission Statement
Where strategic planning meets purposeful performance. I collaborate with business owners to align aspects of their financial lives, helping them build wealth, create opportunity, and preserve what matters most.
My Story and Services
After completing graduate school at the University of Illinois, William Cleaver, Senior Vice President and Financial Advisor at Morgan Stanley, started his career in finance with the investment banking firm Nike Securities in Chicago in 1993. His path eventually led to private wealth management where he worked with Robert W. Baird, Rehmann Financial, and Balanced Asset Management before joining Raymond James and ultimately landing himself at Morgan Stanley.
William has over 20 years of experience helping business owners & executives with their wealth management. He is distinctly qualified to help bring clarity to the financial complexities of business owners and executives. Also, his experience as a business owner and experience on the institutional side of the investment banking firm, Nike Securities, gives him a deep understanding of the issues and concerns facing today’s business owner.
William attended Taylor University in Indiana, where he would earn his bachelor’s degree. While completing his undergraduate work, William was an All-District and Academic All-American linebacker for the Trojan’s football team.
He is a dedicated advocate for his community and has served on the Hospital Foundation Board, Rotary International, and taught Junior Achievement. In addition, he kept close to his sports roots by coaching youth and high school football in Frisco, TX. He has also been actively involved in his church.
William currently resides in the Dallas area, has four children Drew, Chelsea, Jacob and Catherine, and attends Prestonwood Baptist Church. In the event William has any spare time, outside of family and career, his interests include reading, travel, golf and anything to do with the beach.
William has over 20 years of experience helping business owners & executives with their wealth management. He is distinctly qualified to help bring clarity to the financial complexities of business owners and executives. Also, his experience as a business owner and experience on the institutional side of the investment banking firm, Nike Securities, gives him a deep understanding of the issues and concerns facing today’s business owner.
William attended Taylor University in Indiana, where he would earn his bachelor’s degree. While completing his undergraduate work, William was an All-District and Academic All-American linebacker for the Trojan’s football team.
He is a dedicated advocate for his community and has served on the Hospital Foundation Board, Rotary International, and taught Junior Achievement. In addition, he kept close to his sports roots by coaching youth and high school football in Frisco, TX. He has also been actively involved in his church.
William currently resides in the Dallas area, has four children Drew, Chelsea, Jacob and Catherine, and attends Prestonwood Baptist Church. In the event William has any spare time, outside of family and career, his interests include reading, travel, golf and anything to do with the beach.
Securities Agent: TX, SC, KS, OK, WA, NV, VA, GA, NC, MO, MI, FL, WI, OH, MD, TN; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Pursuing Your Goals, Together
When you invest in your workforce, you empower it too. We can help deliver workplace financial solutions that can help employees build financial well-being.
Liquidity Event
Selling a business should be the reward for years of entrepreneurial savvy and hard work. Here's how to make the process go smoothly.
Preparing 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.
Succession Planning
Ownership of a business can represent years, sometimes decades of arduous work and commitment. Nevertheless, business owners are often unfamiliar with the complexities and preparation that go into a successful succession strategy. Whether you are contemplating an IPO, merger with another company, private sale via a Strategic Client Group or Investment Bank, or succession within the family I am here to help you develop and execute a successful exit strategy.
Retirement Solutions
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 to achieve. Morgan Stanley at Work provides plan sponsors with a comprehensive suite of solutions and investment experience that helps your employees maximize their potential to reach their long-term goals.
Modern Wealth Management Tools
The wide range of digital tools provided by Morgan Stanley have been carefully compiled to aid in enhancing each component of your financial portfolio. Learn more about a few of the many resources we offer our clients for contemporary wealth management.
Morgan Stanley Online
Morgan Stanley Online (MSO) digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. In just a few taps, clients can have access to their accounts. MSO has a variety of features beyond viewing your account balance and activity that you should take advantage of.
Total Wealth View
Gain a complete financial picture with Total Wealth View. By linking your outside account information, you can have a holistic financial plan aimed at achieving your short- and long-term goals.
CashPlus
The CashPlus Brokerage Account is a modern alternative to banking which also offers complimentary Identity and Credit protection from Experian ®, helping to safeguard your identity and financial future.
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. If you want to learn more, click the link below.
Valuable Resources
Our comprehensive suite of resources is designed to help enhance every aspect of your financial life. Below are a few that are meant to transform complex financial analysis and research into concise and easily digestible content.
Global Investment Committee "On The Markets" Report
Every month, Morgan Stanley's top research analysts publish their "On the Markets" report, providing detailed market commentary on such topics as global equities, fixed income and monetary policy.
Thoughts on the Markets Podcast
With perspectives on the forces shaping the market, Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Morgan Stanley Insights
Click the link below to view Morgan Stanley's latest updates on the markets, economies, global trends, and more!
The Alts Report
Hear from our industry innovators across Morgan Stanley Wealth Management leadership and fund manager partners as they discuss the trends and opportunities shaping the alternative investments landscape.
Cybersecurity and Fraud Awareness
Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK
Our mission is to help your company elevate your workplace financial benefits, helping you 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.
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.
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.
Saving and Giving
Saving and Giving benefits can make a real difference in your employee's lives as they can support the things that matter the 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.
Financial Wellness
Available with every service we provide, our Financial Wellness offering is designed to address the unique needs of your employees and help them reach their financial goals through a powerful combination of education, digital tools, and guidance from their Financial Advisors.
Location
7500 Dallas Parkway
Suite 500
Plano, TX 75024
US
Direct:
(972) 943-7246(972) 943-7246
Meet My Team
About Ava Colberg
Ava Colberg, Financial Advisor Associate, brings a strong foundation in finance, leadership, and client-focused discipline to her role. She earned her degree in Finance from Baylor University, where she also competed as a four-year starter on the NCAA Division I Women’s Soccer Team.
Throughout her collegiate career, Ava demonstrated a consistent commitment to excellence both academically and athletically. Her achievements include being named Rookie of the Year, earning Academic All-District recognition, and receiving multiple Dean’s List honors. These accomplishments reflect her strong work ethic, attention to detail, and ability to perform at a high level in demanding environments.
Known for her discipline, leadership, and relentless drive, Ava is dedicated to supporting clients and financial advisors with professionalism, responsiveness, and care. She applies the same focus and teamwork that defined her athletic career to helping deliver a high-quality client experience.
Throughout her collegiate career, Ava demonstrated a consistent commitment to excellence both academically and athletically. Her achievements include being named Rookie of the Year, earning Academic All-District recognition, and receiving multiple Dean’s List honors. These accomplishments reflect her strong work ethic, attention to detail, and ability to perform at a high level in demanding environments.
Known for her discipline, leadership, and relentless drive, Ava is dedicated to supporting clients and financial advisors with professionalism, responsiveness, and care. She applies the same focus and teamwork that defined her athletic career to helping deliver a high-quality client experience.
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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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
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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
Ready to start a conversation? Contact William Cleaver today.
1Alternative 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan 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.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan 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.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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
CRC 4665150 (8/2025)
