Vincent Suter

Senior Vice President, Wealth Advisor, Senior Portfolio Management Director , Family Wealth Advisor

Contact Me
Vincent Suter


Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

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. 

Access to Private Banking >

Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Financial Planning
  • Estate Planning Strategies
  • Asset Management
  • Retirement Planning
  • Lending Products
  • Executive Financial Services
  • Trust Services*
  • 529 Plans

BM/Supervisor; Securities Agent: AZ, CA, CO, DC, FL, GA, IA, IL, KS, MI, MN, MO, NC, NJ, NM, NV, NY, OH, SC, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1253139

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

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

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.



  • Forbes 2018 Best In State Wealth Advisor
  • Barron's 2009 Top 1,000 Adviser



  • 20975 Swenson Drive
  • Suite #300
  • Waukesha, WI 53186

  • 20975 Swenson Drive
  • Waukesha, WI 53186


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Ready to start a conversation? Contact Vincent Suter today.

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