Durango, CO Office
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Morgan Stanley
Institution
Firm-wide stats for Morgan Stanley
About
Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.
MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.
Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.
Based on Morgan Stanley
Location
Durango CO
Advisors at this office
4
Advisors at this office
William C
Series 63
Durango, CO
Morgan Stanley
William Coffey Jr. is a financial advisor with Morgan Stanley in Durango, CO, holding a Series 63 designation and 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.
Cynthia M
Series 66
Durango, CO
Morgan Stanley
Cynthia Murphy is a financial advisor with Morgan Stanley in Durango, Colorado, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2016 and was previously with UBS Financial Services from 2007 to 2016. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and modeling techniques such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.
Brendan H
Series 66
Durango, CO
Morgan Stanley
Brendan Hill is a financial advisor with Morgan Stanley in Durango, CO, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2016 and was previously with UBS Financial Services from 2014 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.
David H
Series 66
Durango, CO
Morgan Stanley
David Hill is a financial advisor with Morgan Stanley in Durango, Colorado. He holds a Series 66 designation and has nine years of industry experience, including his current role at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.
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