The ONE Columbus Group at Morgan Stanley

Contact Us
The ONE Columbus Group


ONE Goal, ONE Strategy, ONE Relationship, ONE Team to support your financial objectives... The ONE Columbus Group

Our Story and Services

Our Story

Whatever your hopes and dreams, our goal and focus at The ONE Columbus Group is to help you define your objectives, and create strategic financial plans to help you achieve them. We offer our clients strategic insight on a range of issues including tax mitigation, retirement planning, charitable giving, educational funding and estate planning among others. Using our investment insight and expertise gleaned from the industry, we carefully construct a portfolio focused on value, risk mitigation and diversification.

For over twenty years, our clients have trusted us for all of their financial needs. We have earned this trust by committing to clear and consistent communication, and by making their concerns our first priority. As a result, we have been privileged to play a role in some of the most momentous events in our clients’ lives—as they announce their retirement, watch a son or daughter graduate from college, or help fund a charity that holds a special place in their heart.

We look forward to becoming your financial advisors, and helping you create the kind of future you desire for yourself and your family.

We are The ONE Columbus Group, ONE essential team for all of your financial needs.

Services Include

  • Annuities
  • Certificates of Deposit
  • Philanthropic Services
  • Qualified Retirement Plans
  • Asset Management
  • Endowments and Foundations
  • Estate Planning Strategies
  • Executive Financial Services
  • Sustainable Investing
  • Wealth Management

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

We have made it our mission to provide personalized wealth management services for our clients for over twenty years. From educating the next generation to planning their legacies, from capital preservation to charitable giving, our goal is to be your family's ONE advisor for all of the financial decisions you face each day.

As Morgan Stanley Financial Advisors, we have access to some of the most up-to-date research and analysis, a wide spectrum of investment choices, and some of the best trading platforms in the industry.  our goal is to put these resources to work for you as we devise a financial strategy for you and your family.

Our Clients


We offer wealth management advice focused on you and your goals. Our strategies are personalized, and based on a process that we have carefully refined through the years.

With our comprehensive experience and knowledge base, we offer the following:
* Personalized strategic wealth management for clients seeking to set long-term goals
* Guidance for retirees needing to generate ongoing income
* Tax mitigation insight for clients with high tax liability
* Investment advice including asset allocation, manager selection, performance monitoring and reporting
* Critical guidance on transitional wealth
* Strategy and guidance for charitable giving
* Assistance in retirement, estate and education planning
* Proactive quarterly calls to review portfolio goals and objectives

Meet The ONE Columbus Group


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The ONE Columbus Group today.

Dow    -460.19


Nasdaq    -196.29


S&P 500    -54.17

Market Information Delayed 20 Minutes

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: 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.

CRC 1369093   12/15

Awards Disclosures