Kate Parker
Assistant Vice President, Business Development Associate
Phone:
(212) 705-4563(212) 705-4563
Zach Shillingford
Senior Vice President,
Financial Advisor,
Portfolio Management Director
Direct:
(212) 705-4562(212) 705-4562
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
The Shillingford-Parker Group at Morgan Stanley is a comprehensive wealth management solutions team headquartered in New York City. Our team is committed to serving high net worth and ultra-high net worth clients across a spectrum of solutions available on the Morgan Stanley wealth management platform. This includes custody and trading solutions, investment planning solutions, advanced planning support and lending services. The Shillingford-Parker has advised families collectively for over 20+ years. Clients of The Shillingford – Parker group at Morgan Stanley receive the attention and customized care of a family office coupled with the strength and resources of an industry leader.
The Shillingford – Parker group at Morgan Stanley is dedicated to providing our valued clients an unsurpassed level of service and advice. We work tirelessly to serve your best interests, providing goals-based financial strategies designed to anticipate and meet your diverse needs. We aim to combine the personalized attention and feel of a boutique firm with the power of a leading global financial institution, in order to deliver comprehensive wealth planning strategies to you and your family.
The Shillingford – Parker group at Morgan Stanley is dedicated to providing our valued clients an unsurpassed level of service and advice. We work tirelessly to serve your best interests, providing goals-based financial strategies designed to anticipate and meet your diverse needs. We aim to combine the personalized attention and feel of a boutique firm with the power of a leading global financial institution, in order to deliver comprehensive wealth planning strategies to you and your family.
Securities Agent: VT, AZ, AL, ME, NY, SC, NV, NJ, ID, WY, IL, UT, OH, FL, LA, WI, KY, RI, MI, CT, PA, NC, CA, DE, TX, VI, MO, MA, AR; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2170780
NMLS#: 2170780
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Modern Wealth Tools
I am proud to work at Morgan Stanley, a global leader in financial services with a long history of putting the needs of clients first. Our firm strives to ensure that its technology platforms are resilient, safe, efficient, smart, fast and flexible. The resources below are all readily available to my clients. I would be glad to assist you in signing up for or learning more about these services.
Morgan Stanley Online (MSO)
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.
To learn more and log in, click here
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
To learn more, click here
Portfolio Risk Platform
Our Portfolio Risk Platform is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
To learn more, click here
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture.
To learn more, click here
Total Wealth View
With this service, you can view all your assets and liabilities together – whether held at Morgan Stanley or elsewhere – in one place for a comprehensive overview of your assets.
To learn more, click here
Digital Vault
The Digital Vault allows you to build a centralized library for all your documents using encryption.
To learn more, click hereInvestor Resources
We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. As a result, we are committed to providing you with important information about managing your wealth more effectively in today’s global markets.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We've provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We've provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
Global Investment Committee on the Markets
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out the latest edition here.
GIC On The Markets
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen Here
Morgan Stanley Ideas Podcast
From the use of satellite data technology to solve some of the world's most complex problems, to learning how not to follow the crowd when making decisions, The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.
Listen Here
Morgan Stanley Minute
Explore our 1-minute investment insights videos, in this on-going series, from our firm’s leading thinkers. Discover current investment trends and topics like green bonds, active investment, monetizing small businesses, cybercrime and more.
Watch HereLocation
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 705-4562(212) 705-4562
Meet My Team
Zach Shillingford
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(212) 705-4562(212) 705-4562
About Kate Parker
As a Business Development Associate for The Shillingford-Parker Group, Kate oversees all operational aspects of daily business, execution and multiplatform coordination. She has an extensive background helping high net worth individuals and Single Family Offices execute multijurisdictional private and public transactions. Kate has spent the last nine years working with Zach to develop tailored financial plans, model portfolios and customized reporting.
Kate was previously employed by Wells Fargo Advisors and has also held positions working with private clients at Deutsche Bank, Barclays and UBS.
Kate is a graduate of James Madison University with a Bachelor of Business Administration in Finance. She lives in Tribeca with her husband, young daughter and their dog, Pearl.
Kate was previously employed by Wells Fargo Advisors and has also held positions working with private clients at Deutsche Bank, Barclays and UBS.
Kate is a graduate of James Madison University with a Bachelor of Business Administration in Finance. She lives in Tribeca with her husband, young daughter and their dog, Pearl.
About Zach Shillingford
Zach oversees all aspects of the private client business managed by the Shillingford-Parker Group.
He helps clients build customized plans that support their investment and family wealth structures to address the complexities and opportunities that come with wealth accumulation and maintenance. Having led his clients through multiple cycles, Zach’s experience and industry knowledge are crucial to his support of clients throughout challenging economic events and turbulent markets. Zach’s wealth management industry experience helps to guide the group’s development of comprehensive solutions for clients that span beyond investment planning, this includes trust, estate, insurance and tax planning solutions as well as liability management exercises for client’s exploring personal balance sheet support.
Zach was previously employed by Wells Fargo Advisors and has also held positions working with private clients at Deutsche Bank, Barclays and Alex. Brown (formerly Deutsche Bank’s private client group). Zach is a graduate of Villanova University with a Bachelor of Arts degree in Economics. He resides in Ridgefield, CT with his wife and three young children.
He helps clients build customized plans that support their investment and family wealth structures to address the complexities and opportunities that come with wealth accumulation and maintenance. Having led his clients through multiple cycles, Zach’s experience and industry knowledge are crucial to his support of clients throughout challenging economic events and turbulent markets. Zach’s wealth management industry experience helps to guide the group’s development of comprehensive solutions for clients that span beyond investment planning, this includes trust, estate, insurance and tax planning solutions as well as liability management exercises for client’s exploring personal balance sheet support.
Zach was previously employed by Wells Fargo Advisors and has also held positions working with private clients at Deutsche Bank, Barclays and Alex. Brown (formerly Deutsche Bank’s private client group). Zach is a graduate of Villanova University with a Bachelor of Arts degree in Economics. He resides in Ridgefield, CT with his wife and three young children.
Securities Agent: UT, CT, TX, VI, MO, MA, OH, FL, PA, NC, CA, DE, NY, SC, NV, NJ, ID, WY, IL, MI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Wealth Management
Global Investment Office
Portfolio Insights
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
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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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
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
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Ready to start a conversation? Contact Zach Shillingford today.
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
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)
