The Triad Group

OUR MISSION STATEMENT

The Triad Group at Morgan Stanley provides comprehensive wealth management solutions and services to enable our clients to actively pursue their life's purposes and passions!

Our Story and Services

Welcome


As your Financial Advisor Team, The Triad Group at Morgan Stanley is here to help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. 

The Triad Group was formed by three individuals with a faith based, service oriented approach to providing a client experience worthy of your trust.   

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The Triad Group represents the three founding partners, Tracey Binkley, Mark Jacobs, and Ivie Burns, who are proud to have come together while serving clients across the country. The Triad Group represents the state flag of Tennessee and the three offices in which the team serves its clients, and the group's name represents its three primary focuses: comprehensive financial planning, wealth management, and world class client service.  

Working together we can implement a road map that will help you preserve and grow your wealth while providing a unique and highly customized client experience.

As you engage with The Triad Group, you will have access to some of the world’s most seasoned and respected investment professionals; a premier trading and execution platform; and a full spectrum of investment choices.

Services Include

  • Financial Planning
  • Wealth Consulting
  • Estate Planning Strategies
  • Trust Services*
  • Business Succession Planning
  • Retirement Planning
  • 401(k) Rollovers
  • Qualified Retirement Plans
  • Defined Contribution Plans
  • Professional Portfolio Management
  • Municipal Bonds
  • Alternative Investments
  • Lending Products


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

Your CFP® Advantage

CERTIFIED FINANCIAL PLANNER™ 
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CERTIFIED FINANCIAL PLANNER™ practitioners are uniquely qualified to help individuals pull all their finances together, solve financial problems, and make a plan to achieve their financial goals.  This certification is only held by roughly 20% of financial advisors, and it requires an extensive curriculum of training, a comprehensive exam, over 6,000 hours of industry experience and strict adherence to ethical and fiduciary standards.

The Triad Group at Morgan Stanley has two CFP® certified advisors supporting the clients of their practice, Tracey Binkley and Mark Jacobs.  Together and with the support of their team they utilize the board recommended steps in the financial planning process.

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® practitioners.

CFP® practitioners are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, CFP® practitioners must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves CFP® practitioners.

Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with CFP® practitioners, you are working with someone committed to providing the highest standard of financial planning.

Click to view What to Ask Before Working with a Financial Advisor to find questions worth considering published by the Certified Financial Planner Board of Standards.

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Our Process

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Understanding You

Financial Planning with The Triad Group

We start by identifying your specific needs and aspirations. Often these objectives are competing for limited resources and so it becomes necessary to establish priorities. Among the necessities are: adequate cash for living expenses and emergencies; protection from catastrophic risks to life, health and property; and enough income in retirement. Aspirational goals include assisting loved ones, giving to charity and leaving a legacy. 

We recommend solutions using both sides of your balance sheet by providing recommendations for investments as well as debt management. We pay close attention to the impact of taxes throughout the process and coordinate with your accountant, attorney and other professionals, to ensure the planning is well implemented.

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Events

Events

Location

Location

  • 3102 West End Ave
  • Suite 200
  • Nashville, TN 37203

  • 2000 Meridian Blvd
  • Ste. 290
  • Franklin, TN 37076

    Meet The Triad Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    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

    Retirement

    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

    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

    Philanthropy

    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 Triad Group today.

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    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.

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    *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.

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    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

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