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 collaborate 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 in us 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.
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: AK, AL, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, MA, ME, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative
Drew Joined Morgan Stanley in 2017 as a Wealth Advisor Associate. During his first year Drew worked with Financial Advisors at Morgan Stanley, focusing on developing and implementing financial plans tailored to each individual’s financial situation. Drew attended St. Ambrose University, where he earned his Bachelor’s degree in Finance and played football. Drew is actively involved in a local neighborhood outreach program and local recreational sports leagues. He is an Iowa native who currently resides in Davenport with his Fiancé, Jordan. Drew enjoys much of his free time participating in a number of outdoor activities and spending time with friends and family.
Securities Agent: AK, 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
Jessica recently joined The Volrath Group as a Client Service Associate. Before joining the group she worked with another Financial Advisor in the office. She started at Morgan Stanley in 2013, shortly after graduating from Western Illinois University. Her responsibilities encompass all aspects of client and team administration. She can help with any account questions you might have from ordering checks, processing deposits, withdrawals, online access, and everything in between. Jessica enjoys connecting with clients and extends to them the same kind of courtesies and level of personal care as if they were family.
Jessica grew up just south of the Quad Cities in a small town. She and her husband, Brandon live in Coal Valley with their son, Grayson. Jessica enjoys spending her free time shopping, crafting, but most importantly she enjoys being with her family.
Greg has been solving client questions for over 10 years but just recently joined Morgan Stanley. Prior to working in the financial industry, he owned a restaurant for 14 years, which was a proven training ground in providing excellent client service. His business experience taught him to keep cool when he has 42 emails and 28 phone messages, all marked URGENT, before noon.
As a Client Service Associate, execution is his game. If it’s not specific investment advice you’re looking for, contact Greg directly! If he doesn’t know the answer immediately, he will chase it down and report back to you quickly. His main goal is to keep things as hassle-free for our clients as possible.
Greg loves helping clients improve their lives with Morgan Stanley’s knowledge, experience and commitment to service. As for his love on another level, that’s saved for his wife, Tonia, and son, Mitchell.
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 complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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.
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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
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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