OUR MISSION STATEMENT
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
Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Cardinal Directions - November 2018
Cardinal Directions - October 2018
Cardinal Directions - September 2018
Cardinal Directions - August 2018
Cardinal Directions - July 2018
Cardinal Directions - June 2018
Cardinal Directions - May 2018
Cardinal Directions - April 2018
Cardinal Directions - March 2018
Cardinal Directions - February 2018
Cardinal Directions - January 2018
A 32 year veteran of the financial services industry, Chuck focuses on financial planning solutions for high net worth individuals. He is a Senior Vice President at Morgan Stanley, a member of the Barron's Top 1000 Advisors in 2009 through 2016 and the Barron’s Top 1200 Advisors for 2017 and 2018, claiming the #1 spot for New Mexico Advisors in 2017. Chuck has helped many clients define and meet their goals through the strategic use of asset allocation, retirement planning and lump sum asset distribution.
Chuck is a native New Mexican, although he spent 6 years in Arizona where he earned a BS in Finance in 1982 and an MBA in business in 1983 at the University of Arizona. He has been married over 34 years to his wife, Pam. They have two sons; Mike completed graduate school at Thunderbird School of Global Management in Phoenix and has begun his career at Stryker Corp in San Francisco. Will graduated from Georgetown Law School in 2017, passed the New Mexico Bar Exam and is currently working for the NCAA in Washington D.C.
Away from work, Chuck enjoys spending time with his family, fishing and is a scratch golfer. He competes in several tournaments a year; in 2011 Chuck won the New Mexico-West Texas Sr. Amateur Tournament. Chuck is the past President of the Board for 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.
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
A 35 year veteran of the financial services industry, Rondi focuses on financial planning solutions for high net worth individuals. She is a Senior Vice President at Morgan Stanley and has helped many clients define and meet their goals through the strategic use of asset allocation and retirement planning.
Rondi has worked in six Morgan Stanley branches since beginning her career in 1983 in Phoenix Arizona. She has served as an assistant branch manager in all but one of those branches. Rondi has earned both the CFP® and CIMA® designations. She and her husband Duane celebrated their 46th anniversary in May of 2018. In 2017 they adopted a border collie mix rescue dog named Naboo.
Rondi graduated from San Diego State University with a degree in English Literature. Rondi is an avid runner, hiker and triathlete. She has completed over 70 marathons and is training for the next one.
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
A 43 year veteran of the financial services industry, Ken’s career started at E.F. Hutton and he remained with the same company during its subsequent name changes. Ken is a First Vice President at Morgan Stanley and has lived through many changes in the markets and the business. He has helped many clients meet their financial objectives and has developed many long lasting relationships along the way.
Ken is a lifelong resident of New Mexico, born and raised in Santa Fe. He graduated from New Mexico Highlands University with a double major in Business Administration and Accounting. Ken is a veteran of the United States Marine Corp. Ken and his wife, Margaret, have two sons and 5 grandchildren.
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, a Chartered Financial Analyst® charterholder and Chartered Retirement Planning Counselor® has been a Financial Advisor for 11 years. He is a Vice President and a Portfolio Manager for the team which oversees in excess of $750 million in assets as of 1/31/2018. He works in portfolio strategies tailored to the needs of high net worth families.
Jake is a summa cum laude graduate of New Mexico Tech and 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 systems and complex financial simulations. He previously worked in New York City as a Senior Developer in the credit risk analytics team for Merrill Lynch before becoming a Financial Advisor.
Jake was born in Albuquerque and graduated from La Cueva High School, he has 3 daughters (Alexis, 20; Isabella, 12; and Prudence, 4). He loves the outdoors, hiking, scuba diving and mushroom hunting. Jake also has three 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.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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.
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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*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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