OUR MISSION STATEMENT
Comprehensive wealth planning strategies for your life and legacy
Comprehensive wealth planning strategies for your life and legacy
Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your longer term goals.
As your Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as valued resources and professionals who can help you make a more informed decision on any financial issue.
Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.
Money and investing are a lifelong challenge. We help our clients with those challenges by identifying their goals, determining a financial plan, and implementing strategies. We use stocks, bonds, ETF’s, and mutual funds and provide performance data to measure the results. We pride ourselves by running a first class business in a first class way with adherence to integrity.
Con is a Senior Vice President, Financial Planning Specialist, and a Senior Portfolio Manager. He is a graduate of the University of Nebraska, grew up in Nebraska, attended Lewiston Schools and is a Hall of Fame member of the Lewiston Schools Hall of Fame.
He is a member of Sheridan Lutheran Church and has served the community through work on several foundation boards and service clubs. Con’s family includes his wife Gail, two daughters, two son-in-law’s , and 3 grandsons; all residing in Lincoln.
BM/Supervisor; Securities Agent: AK, AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, MT, NC, NE, NM, NV, NY, OH, OR, SD, TX, UT, VA, WA, WI, WY; General Securites Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Aaron has been working as a Financial Advisor since 2000. He has since earned the titles of CERTIFIED FINANCIAL PLANNER™ and Senior Portfolio Manager. He graduated from the University of Nebraska at Lincoln. Aaron and his wife Megan have two sons, Henry and Will.
Securities Agent: AK, AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, MT, NC, NE, NM, NV, NY, OH, OR, SD, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Rob has been advising clients and working with affluent investors since 2007. Rob chose to become a Financial Advisor so that he could help clients pursue their financial goals. He strives to provide direction and meaning in helping his clients with their financial aspirations.
Rob works very closely with individuals, business owners and families providing comprehensive investment planning services and solutions. He believes having a well-defined, customized financial plan is an essential component in helping his clients pursue their unique financial goals.
Rob earned his Bachelor's degree in Finance and Economics from the University of Nebraska at Lincoln. Rob is a Portfolio Manager in the Morgan Stanley Portfolio Management Program. He has also been awarded the CERTIFIED FINANCIAL PLANNER™ certification.
Rob and his wife, Brenda live in Lincoln, Nebraska and have two children, Matthew and Rachel.
Securities Agent: AL, AR, AZ, CA, CO, FL, GA, IA, IL, KS, MA, MD, MO, NE, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Nick has been advising clients and working with affluent investors since 1972. With over 45 years of experience in the financial services industry, Nick specialized in guiding clients with their investment strategies while balancing portfolio and risk management. Nick graduated from Nebraska Wesleyan University with a degree in Business Administration and Economics. His wife Diane and he live in Lincoln.
BM/Supervisor; Securities Agent: AL, AR, AZ, CA, CO, FL, GA, IA, KS, MA, MD, MO, NE, NM, NV, NY, OR, SD, TX, UT, VA, WA, WI, WY; General Securites Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Pete has 40 years of experience working with and advising affluent clients. He began his career in the financial services industry in 1978 with EF Hutton & Co.
Pete attended the University of Nebraska, Lincoln and graduated with a Bachelor’s Degree in Business Administration, Accounting and Economics.
Pete has served as a past/present volunteer in various fund raising capacities/committees which include the National Kidney Foundation, Fellowship of Christian Athletes, Lincoln Lutheran Junior/Senior High School and the Christian Businessmen’s Connection (CBMC).
Pete lives in Lincoln with his wife of 30 years, Karen. They have five children. He graduated from Pender High School (Pender, NE) in 1970.
Securities Agent: AL, AR, AZ, CA, CO, FL, GA, IA, KS, MA, MD, MO, NE, NM, NV, NY, OK, SD, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
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 new platform, Morgan Stanley Goals Planning System, will connect your investment strategy to what matters most to you.
Learn about the exclusive offers and benefits available to you by joining Reserved Living & Giving.
Discover a more rewarding way to manage your everyday finances. Access benefits, savings, and enhanced services from your Morgan Stanley Financial Advisor.
This unique program offers qualifying clients a compelling collection of special offers and discounts, Morgan Stanley insights, and philanthropic ideas.
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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