OUR MISSION STATEMENT
We offer straightfoward wealth planning through all of life's twists and turns
We offer straightfoward wealth planning through all of life's twists and turns
We are The 101 Capitol Group at Morgan Stanley. We are committed to helping you protect and preserve your wealth, provide funding for your personal, financial goals and pursue opportunities for the growth of your capital.
At The 101 Capitol Group, we strive to communicate the basics of a financial education on a 101 level. The wide world of investing can be complicated, but you shouldn't have to have a doctoral degree to understand your monthly statement or a conversation with your advisor.
Our clients appreciate the structure of a multiple advisor team because of our coverage and continuity. We are available for you during business hours to answer your questions or concerns. Our team also provides continuity for our clients. When an advisor joins our team he/she is introduced to the established philosophies that have served our clients well for over 10 years. As advisors graduate from helping clients enjoy their retirement to enjoying their own retirement, the same care and expertise can be expected from remaining team members.
Our goal is to become a trusted advisor for all of your financial concerns. Please call to schedule an appointment. We are happy to answer your questions and offer a complimentary portfolio review.
We assist clients in various stages of life with a special emphasis on individuals and families who have experienced a sudden money event. Sudden money events occur in your life when you sell a business, receive an inheritance or take a lump sum distribution of retirement assets from an employer sponsored plan.
We help you preserve your wealth and accomplish your financial goals through all of life's stages.
You deserve a written financial plan, disciplined portfolio management, and regular contact from your Advisors.
Our relationship begins with a thorough understanding of you – your needs, lifestyle, family, risk tolerance and especially your goals for the future. Do you want to:
- Help your children or grandchildren fund their education?
- Retire early?
- Purchase a vacation home?
- Donate to a non-profit organization that has personal meaning to you?
What you want your wealth to do will dictate appropriate investments.
Next we develop a financial plan based on our understanding of you and current economic conditions. Our goal is to help guide you from where you are now, to where you want to be in the future.
Your custom investment allocation will have the attention of a disciplined portfolio manager. We manage your investments from right here in our office, watching the markets daily for changing risks and opportunities. Adjustments are made as needed based on market cycles and inevitable life changes.
From our experience, it's helpful to have another pair of eyes and another point of view when tackling a challenge. To this end, Valerie and Brandon formed a team in 2009. Each brought a unique skill set and background to the table and they quickly found themselves better able to service our clients with a broader range of expertise.
In 2016, Annette joined the team to further enhance the services that we offer. Our clients appreciate the team structure because they are able to draw on the knowledge of three dedicated advisors to tackle life's twists and turns.
Valerie Duncan - Valerie's main focus on the team is Portfolio Management. With 40 years experience in the industry she has seen many diferent market conditions and is uniquely positioned to manage custom portfolios for our clients.
Brandon Bailey - Prior to becoming a financial advisor, Brandon excelled in private equity and real estate investment transactions. His familiarity with the business cycle allows him to effectively evaluate economic risks, deciding the best opportunities for our clients' investment dollars.
Annette Wells - Annette came to Morgan Stanley with a background in mathematics and auditing. Her focus on numbers and details translates well into running financial plans for our clients and helping them stay on track to meet their goals. She is also fluent in Spanish and is available to assist our Spanish-speaking clients.
I began my career in 1978 in the “cage” at the brokerage firm of Birr Wilson. That was a great learning ground to understand the basics of the financial industry and the clients we serve. I was given the opportunity to work with a senior advisor at Piper Jaffray in 1983, and passed my series 7 the following year. Thus began a collaboration of over a decade with my mentor. His dedication to teaching and passing on his knowledge gave me a wonderful base for the investment discipline I use to this day.
At the beginning of 2003, I moved myself and my clients to Smith Barney (which later became Morgan Stanley) to elevate my practice and the services available to my clients. I have had the pleasure now of becoming a mentor myself to my team member Brandon Bailey. In 2009 we began our collaboration and it has been very rewarding to watch his progression over the years. We have continued to build upon my knowledge and experience as well as Brandon’s skills to finesse our investment discipline. We use a combination of technical analysis and quantitative data to determine the mood of the markets and to evaluate individual companies.
My husband and I live in Eagle, Idaho, and spend our pleasure time between our cabin in McCall, Idaho, and travelling in our motorhome with our two pugs. We have 8 grandchildren, currently between the ages of 18 months and 20 years, and have enjoyed watching them grow into young adults.
Phone: (208) 338-2703
Securities Agent: AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MD, MI, MN, MS, MT, NE, NV, NY, OR, PA, SD, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative
I began my investment career at a young age; buying, raising, and selling pigs on my family’s dairy farm. Eventually I parlayed pigs into calves and calves into dairy cows which I “donated” to the family business during economically challenging times. Growing up on the farm I learned first-hand the realities of running a business, the role of economics in market cycles, and the risks of not being diversified.
I worked my way through school earning both a Bachelor of Science in Business Management and a Masters in Business Administration (MBA) from the University of Phoenix. I have been actively involved in the public and private investment markets since 2001. I have helped raise capital for private equity, commercial real estate, and direct private placements. Prior to joining Morgan Stanley I spent two years as a wealth advisor in a boutique independent investment office focusing on active portfolio management and alternative investments.
Outside of work I am active in church and the community. I had the unique opportunity to spend two years as a volunteer in the West African nations of Ghana and Sierra Leone, and I continue to follow closely the economic and political developments in that region. I volunteer time to our local Little League baseball organization as the VP of Baseball and a team Manager. My wife Nicole and I are the proud and busy parents of four boys (Spencer, Jackson, Peyton, and Carter); we enjoy spending time outdoors, fishing, hiking and attending our kids many events.
Phone: (208) 338-2749
*Diversification does not guarantee a profit or protect against a loss
Securities Agent: AZ, CA, CO, FL, GA, HI, ID, IL, IN, MI, MN, MS, MT, NE, NJ, NV, NY, OR, SD, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative
In the summer of 2016, I joined Morgan Stanley as a Financial Advisor. Although the role was new to me, the location and the industry were not.
Boise has been my home off and on for more than 30 years. I hammered my way through college working for my Father’s residential roofing company, graduating from Boise State with a Bachelor’s degree in Mathematics, Economics minor.
After college, I married Stephen Wells and joined him in Utah where he attended school. While in Utah, I had my inaugural experience in the financial services industry working for a mutual fund company in Salt Lake City. I eventually suspended my career to be a full-time homemaker and home-educator to two boys, Robinson and Tanner.
One lengthy sabbatical and many moves later, my family and I re-settled in Boise where I stepped back into the family roofing business, this time as manager. Eventually, I found my way to financial services again where I enjoy helping my clients face the future with peace and confidence.
Out of the office, my family and I love all things outdoors - hiking, backpacking, biking and rock climbing.
Phone: (208) 338-2724
Securities Agent: AZ, CA, CO, FL, GA, ID, IN, ME, MI, MN, MS, MT, NE, NY, OR, SD, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative
As a Senior Registered Associate, my role on the team is to assist our clients in navigating through administrative and service related needs. I enjoy getting to know our clients as it helps me discover ways to meet their needs.
I have worked in the financial services industry for over 20 years, during which time I obtained the Series 7 and Series 66 licenses.
My husband, David, and I moved to Boise from Alabama in 1998. We love it here and are proud to call Boise our home. We enjoy camping, spending time with our rescue pets and exploring various types of cuisine.
Phone: (208) 338-6959
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
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