The Des Moines Group at Morgan Stanley

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The Des Moines Group at Morgan Stanley Our 10-person team works with successful families who are serious about reaching for big goals and achieving financial security.

Des Moines Group at Morgan Stanley's Mission

Life is complicated. We help successful families take the complexity out of managing wealth, so they are free to enjoy its rewards. NMLS #: 1288147, NMLS #: 1288034, NMLS #: 1648248, NMLS #: 1301208, NMLS #: 1789386, NMLS #: 1628117, and NMLS #: 2372439.

We take managing our client's wealth seriously, but we also like to have a little fun….annual office Halloween party she...
10/30/2026

We take managing our client's wealth seriously, but we also like to have a little fun….annual office Halloween party shenanigans!

If you want to understand consumer behavior, pay attention to the small decisions people repeat.Caffeine purchases can r...
10/26/2026

If you want to understand consumer behavior, pay attention to the small decisions people repeat.

Caffeine purchases can reflect trade-offs between convenience and experience, price sensitivity, and even how people think about energy and wellness. Those patterns can help explain why the category continues to attract investment and innovation.

Morgan Stanley's latest look at the caffeine market is a good read for anyone interested in how everyday habits shape broader markets.

morganstanley.com

One thing we remind clients and colleagues: central banks are managing tradeoffs, not chasing perfect outcomes.When infl...
10/20/2026

One thing we remind clients and colleagues: central banks are managing tradeoffs, not chasing perfect outcomes.

When inflation is elevated, policy decisions can influence borrowing costs, spending behavior, and financial conditions, but they rarely move in a straight line.

That's why we prefer a planning mindset built around ranges of outcomes, not single-point predictions.

morganstanley.com

National Financial Planning Day is a reminder that confidence rarely comes from predicting the future.  More often, it c...
10/07/2026

National Financial Planning Day is a reminder that confidence rarely comes from predicting the future. More often, it can come from having a thoughtful plan and being prepared to adjust as life unfolds.

morganstanley.com

Congratulations to our partner, Matt Jens, on earning the Certified Private Wealth Advisor® (CPWA®)  designation!  This ...
10/01/2026

Congratulations to our partner, Matt Jens, on earning the Certified Private Wealth Advisor® (CPWA®) designation! This achievement reflects a strong commitment to professional growth and delivering thoughtful guidance to clients. Continuing education is essential in our industry, helping us stay informed and prepared to serve our clients' evolving needs. Well done, Matt!

Brewing strong relationships and thoughtful financial strategies one cup at a time here at The Des Moines Group…CHEERS t...
09/29/2026

Brewing strong relationships and thoughtful financial strategies one cup at a time here at The Des Moines Group…CHEERS to National Coffee Day!

Thank you to all of the clients, family members, and friends who joined us for our team's annual day at Blank Park Zoo o...
09/16/2026

Thank you to all of the clients, family members, and friends who joined us for our team's annual day at Blank Park Zoo on September 13th. Despite the rainy weather, we had a great turn out! Guests enjoyed a meal, face painting, carousel rides, goat feeding, and seeing all the amazing wild animals and exhibits! See you at next year's event!

Private markets can be easy to summarize with one word—"opportunity"—but the more useful conversation is usually about s...
09/15/2026

Private markets can be easy to summarize with one word—"opportunity"—but the more useful conversation is usually about structure.

Time horizon, liquidity terms, and the cadence of information can look very different than what investors are used to in public markets.

When you start with those fundamentals, the outlook becomes less about predictions and more about decision quality.

morganstanley.com

Rivalries remind us that preparation, teamwork, and pride matter.  Whether it be on the field, in our communities, or in...
09/12/2026

Rivalries remind us that preparation, teamwork, and pride matter. Whether it be on the field, in our communities, or in the way we serve our clients every day. Here's to a great Iowa vs. Iowa State game and the spirit that brings our state together.

Today, we remember those who lost their lives on September 11, 2001. We honor the bravery of first responders and all wh...
09/11/2026

Today, we remember those who lost their lives on September 11, 2001. We honor the bravery of first responders and all who answered the call to serve. We also reflect on the strength, compassion, and unity that helped our nation heal.

May we never forget the lives affected, the sacrifices made, and the enduring spirit that continues to bring us together.

Address

1080 Jordan Creek Pkwy Suite 400N
West Des Moines, IA
50266

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