Vincent Suter

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

Contact Me
Vincent Suter

MY MISSION STATEMENT

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

My Story and Services

Since joining Morgan Stanley in 1998, I have been helping clients achieve their financial goals. In 2016, I earned the Family Wealth Advisor designation, which is granted to those Financial Advisors who have successfully completed an accreditation program focused on the skills needed to help families communicate about money and values, share their goals, and grow and protect wealth across generations.

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

NMLS#: 1253139


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

Services

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

Working With You

Working With You

My team and I are passionate about being the "Life Caddy" for our clients where we will help reach each situation and guide you on your path to the financial future you envisioned.  We do this by facilitating a process where custom tailored solutions are designed, implemented, monitored, communicated, and coordinated with our 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 into place, but this is not the end of the process.  We continue to review, progress check, and make adjustments to ongoing goals and changes in circumstance.

Client Service Team

Client Service Team

Jason Steichen

Assistant Vice President, Portfolio Management Associate


Phone: 414-266-5158
Email: jason.steichen@morganstanley.com

Kathy Forbes

Financial Planning Associate, Portfolio Associate


Phone: 414-256-2553
Email: kathleen.langston-forbes@morganstanley.com

Location

Location

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

  • 20975 Swenson Drive
  • Waukesha, WI 53186

Family

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

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

Investing

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

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

Retirement

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

Ready to start a conversation? Contact Vincent Suter today.

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This 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.

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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan 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

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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