OUR MISSION STATEMENT
Caring for your Concerns: Wealth Planning for your Needs, your Wants, your Goals.
Caring for your Concerns: Wealth Planning for your Needs, your Wants, your Goals.
Busy executives, entrepreneurial business owners, and aspiring retirees as well as next-generation family members of long-standing clients have found us ready to partner with them caring for their concerns and sharing the work toward their goals.
It all starts with you. No one’s needs or concerns are just like yours. We’ll look together at your resources. And then, we’ll add the resources of our team, over eight decades of combined experience including personalized profession asset management, along with Morgan Stanley’s global resources and expertise.
Together we’ll craft your plan. Together we’ll select our road. We’ll be your guide on that journey…and we love that work. Your confidence can potentially grow as we continue to communicate with you. That confidence will become our bond, whether you want assets to grow, or just want to preserve the wealth you’ve earned. This is what it means to care for your concerns.
Jim has built and grown his business with Morgan Stanley beginning with the firm in 1973. He is a member of Morgan Stanley's Presidents Club (most recently in 2017); an elite group composed of the firm’s leading Financial Advisors. The appointment recognizes consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients. He has the distinction of being full time portfolio manager on a number of accounts.
Jim is active in the community, having served for years on the Executive Committee and the Board of Directors of the United Way of the Quad Cities Area. He was Chairman of the 1993 United Way Campaign, and was the 1995 Chairman of the Board. Also, he is an experienced consultant and the recipient of the National Gold Leadership Award of Junior Achievement. He is a current board member and former Chairman of the Board of Directors of Junior Achievement. Jim works on numerous other community activities.
Jim is a native Iowan, from the Cedar Rapids area, and holds a B.S. in Industrial Administration from Iowa State University. He enjoys hobbies including racing sports cars, and raced in the 2004 "24 Hours of Daytona.," also running, skiing, playing piano, and reading.
Securities Agent: AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, MA, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative
As a Financial Advisor since 1999, first with Edwards Jones, then Morgan Stanley, Sheila enjoys helping individuals and families define and reach for their investment goals. Her move to MS through predecessor firms in 2007 fulfilled her desire to provide clients with a broader range of financial services and investment strategies. Sheila strives to develop effective personal and professional relationships with her clients, intent upon educating and assisting with financial plan development according to their goals and objectives. Areas of focus for Sheila include: personal retirement plans and distributions; insurance products including life insurance, long term care; and assisting clients in completing their entire financial plan.
A lifelong resident of Iowa, Sheila grew up on her family's farm in Eldridge. She earned her Bachelor of Business Administration degree from the University of Iowa, and her M.B.A. from St. Ambrose University. The city of DeWitt has been her home since 1990, along with her husband, Jay, their son, Drew and daughter, Karlee. Active in her community, Sheila is a member of the North Scott Rotary, and the Eldridge-North Scott Chamber of Commerce. When not at work, she enjoys boating, decorating her home, and camping with her family.
Securities Agent: AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, MA, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative
Patty has been in the Financial Services industry since 2003 where she began her career at NelsonCorp Wealth management. She spent nine years with Wells Fargo Advisors until joining Morgan Stanley in May, 2016. Patty has a Bachelor's degree in Business Administration with a concentration in Marketing from Mount St. Clare College. Patty served three years on the Prince of Peace Catholic School Board and is a graduate of the Clinton, Iowa Leadership Institute. Patty brings a wealth of knowledge in client relationship management and strives to ensure a superior client experience. Patty enjoys golfing, baking, and spending time with her husband, Keith, and their son, Colin. They reside in Clinton, Iowa.
Paula joined Morgan Stanley in 2012 as a Registered Associate and has been in the banking and financial industry since 1989. Paula has a Bachelor's degree in Business Administration from St. Ambrose University and has proven time and time again to be an outstanding resource for our clients as she works diligently to assist them in all administrative tasks. She enjoys golf, running, boating, cooking, and spending time with her family. Paula resides in LeClaire, Iowa with her husband, Denny.
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.
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.
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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
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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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