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Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
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Chuck Reardon is a Senior Vice President and Wealth Advisor with The Compass Rose Group at Morgan Stanley. With more than 32 years of industry experience, he focuses on financial planning strategies that address the unique concerns of professionals, business owners, and families.
A graduate of the University of Arizona, Chuck earned both a bachelor’s in Finance and a Master of Business Administration. He has been with Morgan Stanley his entire career, implementing wealth management plans backed by the firm’s global resources since 1986.
Chuck draws on his extensive financial planning experience to help clients identify and achieve their goals. When it comes to investing, he offers a strategic use of asset allocation, retirement planning, and lump sum asset distribution. Chuck was recognized as one of Barron's Top 1000 Advisors from 2009 through 2016 and one of Barron’s Top 1200 Advisors in 2017 and 2018, claiming the #1 spot for New Mexico Advisors in 2017.
Deeply rooted in his community, Chuck has served as board President for the Albuquerque Country Club, Albuquerque Boy’s and Girl’s Club, and the Rio Grande Food Project. He currently serves on the boards of the Rio Grande Food Project and Tedx Albuquerque.
Outside of work, Chuck enjoys spending time with family and staying active outdoors. He and his wife have been married for more than 34 years and have raised two grown sons in Albuquerque, where Chuck was also born and raised. He loves to fish, hike, and garden – though he may starve if he had to live on his annual harvest. As a scratch golfer, Chuck competes in several tournaments a year and won the New Mexico-West Texas Senior Amateur Tournament in 2011.
Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
Securities Agent: AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Rondi Thornton is a Senior Vice President and Wealth advisor with The Compass Rose Group at Morgan Stanley. With more than 35 years of financial services experience, Rondi focuses on financial planning solutions for professionals, business owners, and families.
A graduate of San Diego State University where she earned her bachelor’s degree in English Literature, Rondi began her financial services career in 1983 at Dean Witter, a predecessor firm of Morgan Stanley. Since then, she has worked in six Morgan Stanley branches, serving as an assistant branch manager in all but one of those branches.
With extensive experience and attentive care, Rondi builds financial strategies that are tailored to help meet each client’s unique needs and objectives. With the elite designations of Certified Financial Planner (CFP®) and Certified Investment Manager Analyst (CIMA®), she’s able to provide sophisticated risk and tax mitigation strategies while integrating all aspects of financial planning – from insurance needs to retirement planning to asset allocation.
Outside of work, Rondi is passionate about staying active. An avid runner, hiker, swimmer, and triathlete, she has completed over 70 marathons and is always training for the next one. Rondi and her husband have been married for more than 46 years, and recently adopted a Border Collie mix rescue dog named Naboo.
BM/Supervisor; Securities Agent: AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, VI, WA, WI, WY; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Kenneth Montoya is a First Vice President, Senior Investment Management Consultant, and Financial Advisor with The Compass Rose Group at Morgan Stanley. With more than 43 years of experience in the financial services industry, Ken focuses on income investing and retirement planning strategies for professionals, business owners, and families.
Ken graduated from New Mexico Highlands University with a double major in Business Administration and Accounting. He began his financial services career with E.F. Hutton and remained with the same firm through several acquisitions, eventually landing him at Morgan Stanley.
Experience, insight, and a dedication to top-notch service drive Ken’s financial advising. He applies the deep insight he has acquired over the years to each client’s unique goals, takes pride in cultivating close client relationships, and is dedicated to helping families build, protect, and preserve their wealth for generations.
Outside of work, spending time with family is very important to Ken. He and his wife have been married for more than 46 years, raised two sons in Albuquerque, and stay very involved with their five grandchildren. A life-long resident of New Mexico, Ken is a veteran of the United States Marine Corp and is deeply invested in his community, where he volunteers at his church, the Food Bank, and other local charities.
Securities Agent: AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Jake Tolk is a Financial Advisor with The Compass Rose Group at Morgan Stanley. With more than 13 years of industry experience, Jake focuses on designing portfolio strategies that are tailored to the needs of executives, business owners, and families. As Portfolio Manager for The Compass Rose Group, Jake oversees in excess of $750 million in assets as of 12/1/2018.
A summa cum laude graduate of New Mexico Tech, Jake is a published author in the International Journal of Finance and Economics. He also has an extensive computer science background, having programmed operating systems for remote nuclear weapons monitoring and complex financial simulations. Before becoming a Financial Advisor, Jake was a Senior Developer in the Credit Risk Analytics team for Merrill Lynch in New York City.
With meticulous attention to detail, Jake builds financial plans and investment portfolios that are designed to help meet each client’s unique needs, objectives, and risk tolerance. To better serve his clients in the areas of investing and retirement planning, Jake earned the Chartered Financial Analyst (CFA®) and Chartered Retirement Planning Counselor (CRPC®) designations. The CFA® is an elite certification that incorporates investment theory, portfolio management analysis, and advanced research and analytical skills. With the CRPC® certification, Jake is able to help clients create a virtual roadmap for retirement that is rooted in a deep understanding of the planning process, income sources, asset management, and their vision for the future.
Outside of work, Jake loves staying active outdoors. He enjoys hiking, scuba diving, and mushroom foraging. Born and raised in Albuquerque, Jake continues to be involved in the community and is raising his own family there–three daughters, two dogs, and a cat.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative
Juanita Danzeiser has worked for Morgan Stanley since 1977. She earned her degree in Business Management from Texas Tech and the University of Phoenix. Juanita is married with 2 sons and 5 dogs. She loves working with clients and providing service with a smile.
9 Years in the Financial Services Industry.
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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