The Des Moines Group at Morgan Stanley

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.

Discover how major policy moves in Washington could affect the economy, markets and your portfolio.
03/04/2026

Discover how major policy moves in Washington could affect the economy, markets and your portfolio.

morganstanley.com

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to ...
02/25/2026

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan. https://livesocial.seismic.com/a8lUt1

02/03/2026

In case you missed it, we invite you to watch the replay from our New Year, New Bill: What it Means for You session with Wealth Management's Chief Investment Officer Lisa Shalett, Head of Financial Planning Anthea Tjuanakis Cox, and Head of US Policy Monica Guerra as they discuss: Understand the One Big Beautiful Bill Act and its implications.

webcasts.com

01/26/2026

We are excited to share that 3 team members have been promoted! Tom Hunt and Jim Baker have been promoted to Senior Vice President and Zach Bouslog has been promoted to Vice President!

Thankful for the continued trust and support of our clients, who make this work meaningful every day. Looking forward to what's ahead. Onward!!

Huge congratulations to an integral member of our team, Christy Wetrich. Today, Christy celebrates not only her 19 year ...
01/23/2026

Huge congratulations to an integral member of our team, Christy Wetrich. Today, Christy celebrates not only her 19 year work anniversary at Morgan Stanley, but also a well deserved promotion to Assistant Vice President. We're continuously grateful to have you Christy!

Morgan Stanley has been ranked  #4 on Forbes' America's Best Companies 2026 list, making it the top-ranked firm in the b...
01/21/2026

Morgan Stanley has been ranked #4 on Forbes' America's Best Companies 2026 list, making it the top-ranked firm in the banking and financial services category. This honor reflects our dedication to fostering a culture of excellence and our unwavering commitment to our clients. View the full list here: https://www.forbes.com/lists/best-companies?gv6=cf1c9fec-b41c-4b68-ba79-d70d0b2268ec

[Source: Forbes (Awarded Nov 2025). Data compiled by Forbes based for the period Jan 2024 – Sept 2025. https://www.morganstanley.com/disclosures/awards-disclosure.html ]

forbes.com

Today we honor the memory and legacy of Dr. Martin Luther King, Jr. His vision of equality, hope and progress continues ...
01/19/2026

Today we honor the memory and legacy of Dr. Martin Luther King, Jr. His vision of equality, hope and progress continues to inspire us and future generations.

Thank you to Forbes for the recognition on this year's Best-In-State Wealth Management Teams ranking. It's an honor to b...
01/16/2026

Thank you to Forbes for the recognition on this year's Best-In-State Wealth Management Teams ranking. It's an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.



[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://livesocial.seismic.com/aaSl4M ]

Congratulations to Priscilla Dickinson, CDFA® on 12 years with Morgan Stanley! The Des Moines Group is grateful for your...
01/13/2026

Congratulations to Priscilla Dickinson, CDFA® on 12 years with Morgan Stanley! The Des Moines Group is grateful for your leadership, teamwork, and the value you bring to clients and our team every day!

How could the U.S. intervention in Venezuela impact financial markets and your portfolio? Morgan Stanley's research team...
01/08/2026

How could the U.S. intervention in Venezuela impact financial markets and your portfolio? Morgan Stanley's research team shares timely insight here: https://livesocial.seismic.com/anbh00

Wishing you Happy Holidays and a Happy New Year
12/25/2025

Wishing you Happy Holidays and a Happy New Year

Address

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

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