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
Wealth management requires knowledge, experience and insight. It involves comprehensive planning and a rigorous investment discipline. It demands long-rang thinking from a close-knit team of respected professionals. The Drees-Marrujo Group at Morgan Stanley* combines these essential qualities with faithful adherence to each client's preferences, beliefs and values.
Managing and growing relationships through prudent investment strategy and "white-glove" client services have been key components of our success. Our goal is to take care of all aspects of our client's financial lives so they can focus on the things that created the wealth they have entrusted to us. Choosing investments is fairly simple. Managing wealth for a sound, comfortable future is not. Our team has over 50 years of experience in the financial services industry and that experience is instrumental in helping to keep our clients wealthy.
Morgan Stanley Global Sports & Entertainment, a division committed to serving the complex financial needs of professional athletes and entertainers. The division was created because every sports and entertainment profession is unique, with its own characteristics, earnings profile and career span. Our clients need Sports and Entertainment Directors who know the industry and how money flows from their work to their wallet.
Sports and Entertainment Directors were chosen for their advanced experience working in very specific fields. In our case, it is MLB (American and Latin American) and NHL athletes. We understand the unique financial challenges of players and can craft customized financial strategies that are tailored to your specific needs. Delivering the powerful resources of Morgan Stanley, one of the world’s leading financial services firms, we work to translate our client's goals into a financial strategies designed to help grow assets, preserve wealth and ensure a successful financial life and legacy.
Our goal as your Wealth Management team is to take care of all aspects of your financial lives so you can focus on the things that created the wealth you have entrusted to us. Choosing investments is fairly simple. Managing wealth for a sound, comfortable future is not. Our partners have worked together for over 15 years, leading a cohesive team with over 50 years of combined industry experience. That experience is instrumental in helping our clients preserve their wealth.
Our team has over 80 years of combined experience in the Financial Services industry. Tom began his career with the Audit Department at Big-Five Accounting firm KPMG. In 1991 he started his career in Wealth Management at Merrill Lynch where he worked until moving to Morgan Stanley in February 2008. Jose began his career in 1992 at the largest financial firm in Mexico where he was a Regional Director and Managing Producer for 7 years focusing on high net worth clients. In 2000, he immigrated to the US and joined Merrill Lynch before coming to Morgan Stanley in 2008.
One of our partners, Jose Marrujo, is a proud member of Morgan Stanley Global Sports & Entertainment, a division committed to serving the unique and complex financial needs of professional athletes and entertainers. Jose focuses on professional baseball players from Latin America.
Almost all of Jose’s clients know what it’s like for dreams to come true. They grew up in Latin America hoping to play major league baseball one day, and they had the talent and work ethic to reach that goal. Some are currently playing, some retired and others are still on the way up, but everyone has created great opportunities for themselves and their families. The goal is to help them make the most of those opportunities. Working with their agents and other members of their core advisory team, Jose offers the experience, expertise and resources to help them build a solid financial foundation for their futures.
Jose understands what it is like to succeed at an early age in a new country, where you may not speak the language or know the customs. He and the rest of our team are here to help you understand the system, solve problems and make smart financial decisions. Our job is to help you protect your money, provide for your family and invest for the future, so you can keep living the life you dreamed long after your baseball days are over.
Tom Drees has been in the financial services industry for over 30 years. After graduating from Creighton University with a major in Accounting and Finance, Tom took a position with the audit department of Big Five accounting firm, KPMG Peat Marwick. He worked at KPMG Peat Marwick until 1991 when he began a 16 year career at Merrill Lynch. In addition to his work at KPMG Peat Marwick and Merrill Lynch, Tom also was simultaneously pursuing a career in professional baseball through the 1993 season. He was drafted by the Chicago White Sox and spent 6 years in that organization, playing at every level from A-ball to the Major Leagues. After the White Sox stint, he also spent time in the Texas, Seattle, and Minnesota organizations. He moved to Morgan Stanley in 2008 and is currently a Managing Director at the firm.
Tom’s work in the financial services industry has been featured in numerous magazines and newspapers. The Minneapolis-St Paul Business Journal named Tom one of the top 6 Wealth Advisors in Minnesota in 2011-2012. In 2011, 2012, and 2013, Barron’s named Tom as one of the Top 1000 Wealth Advisors in the United States and a Top 10 Wealth Advisor in Minnesota. In 2014, 2015, 2016 and 2017, Barron’s named Tom as one of the Top 1200 Wealth Advisors in the United States. Barron's also named Tom to their Top 10 in Minnesota (2014-2016) and Top 5 in 2017. The Financial Times placed Tom on their Top 400 Financial Advisors in the United States list in both 2013 and 2014.
Tom and his wife Stephanie live in Eden Prairie with their three children Derek, Dylan, and Sydney.
Securities Agent: AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, ME, MN, MS, NE, NJ, NY, OK, OR, PA, SD, TN, TX, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
CA License#: 0B31120
As a member of the Drees Marrujo Group and Morgan Stanley Global Sports & Entertainment division, I work with emerging and veteran professional athletes, with a focused clientele of international baseball players.
The business of being a professional athlete is complex and those who reach major league status benefit from a Financial Advisor who understands the ins-and-outs of the industry, how money flows from work to wallet and the variability of career span, lifestyle, health, longevity and more.
I have spent the past 20 years honing my skills to understand and advise players in budgeting, planning, investing and making smart choices about their finances to last well past the time when they hang up their cleats and join the rest of us in normal land.
Designated as a Sports and Entertainment Director and International Wealth Specialist, I work with clients from the US, Mexico, Venezuela, Columbia and the Dominican Republic and collaborate with their tax and legal advisors to coordinate financial strategies, estate planning and other issues unique to being a pro baller.
I began my career at the largest financial firm in Mexico before immigrating to the United States in 2000. My wife, Melissa and I live in Chanhassen with our three children, William, Michael and Andrew.
Securities Agent: AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, ME, MN, MS, NE, NJ, NY, OH, OK, OR, PA, SD, TN, TX, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Jamie Johnston joined Morgan Stanley in 2008 having worked in the financial services industry since 2002. Jamie graduated from Metropolitan State University in 2003 with a major in Finance and has worked with the team since 2006. Jamie and her husband Jake live in Prior Lake with their sons Jack and Leo.
Bridget Lueck graduated from the University of Wisconsin, Stevens Point in 2007 with a double major in Business Administration and Economics. She joined Morgan Stanley and the team in 2008. She has earned the CERTIFIED FINANCIAL PLANNER™ designation. Bridget and her husband Mike live in Edina.
Erika Olsen Martinez started her career in the financial industry in 2008 after graduating from St. Cloud State University with a major in Business Management and a minor in International Business. She joined the team and Morgan Stanley in 2017 with a primary focus on working with Spanish-speaking clients. Erika and her husband Luis live in Eagan with their children Ariela and Eli.
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
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.
An interactive, engaging online education program designed to help the next generation become financially responsible adults.
With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Now you view your accounts from other financial institutions on Morgan Stanley Online and the Morgan Stanley Mobile App.
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