Minocqua, WI Office

Matthew Kluetz is a financial advisor with Morgan Stanley in Minocqua, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he owns ON TAP! LLC, a business involving wood harvesting and processing. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports a wide range of investment and financial services.

Carmen Strasburg is a financial advisor with Morgan Stanley in Minocqua, Wisconsin. She holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, she worked for ten years at Incrediblebank. Outside of her advisory role, Carmen serves as an employee of Lakeland Union High School and as an officer for the Minocqua Memorial Cemetery Association, LLC. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutions, offering tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Clara Metz is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at various Morgan Stanley entities since 2019. Outside of her advisory roles, she operated a personal cleaning business from 2016 to 2019. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with multiple investment offerings.

Laura Borski is a financial advisor with Morgan Stanley in Minocqua, Wisconsin, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Outside of her advisory role, she is involved in the hospitality industry as a partner and employee at Gaslight Tavern Asian Bistro in Lake Tomahawk, Wisconsin. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and advisory services supported by its Financial Advisors and Estate Planning Strategies Group.

Lovell Roe III is a financial advisor with Morgan Stanley in Minocqua, WI, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, Roe serves as Secretary and Treasurer for the Waverly Woods Foundation, a charitable organization, and is a member of the advisory board for the Wisconsin State Golf Association. 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 supported by firm-approved tools and analysis from its Global Investment Committee.

Mark Friday is a financial advisor with Morgan Stanley in Minocqua, WI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.