Morgan Stanley Private Wealth Management


Nelson Murray

Executive Director, Private Wealth Advisor, Senior Portfolio Management Director

Contact Me
Nelson Murray

To serve as your financial coach and help keep you on track to your own personal goal line

Welcome

About Me

I became a Financial Advisor 30 years ago because I genuinely enjoy helping people figure out what they want their wealth to accomplish. As a Morgan Stanley-credentialed Senior Portfolio Management Director, I manage my clients’ assets on a discretionary basis, so they can devote more time to their families, careers or whatever is more important to them than day-to-day market fluctuations. At the same time, however, I keep my clients engaged in the investment process and am always available to help explain current trends and what we’re doing to take advantage of them. I also go far beyond investing for many of my clients, collaborating with their attorney and accountant to help plan their estates, manage risk, use debt more wisely and even coordinate strategies for assets held in trusts, retirement plans and other accounts outside Morgan Stanley.

As a Morgan Stanley Senior Portfolio Management Director, I offer asset management on a discretionary basis for clients who would rather not make their own investment decisions. Over the years, I’ve developed several proprietary investment strategies designed to eliminate emotion from the decision-making process and pursue growth and income. I also go beyond my clients’ investments to help them plan their estates, manage risk, meet philanthropic objectives and use debt more strategically.

I’m a graduate of The University of Virginia with a BA in Psychology, a discipline that still comes in handy in day-today client interactions. My wife Meg is also a UVA alum and we serve on the University’s Advisory Board. In addition, we are avid supporters of Texas Children’s Hospital and Houston Methodist Hospital.

 

Securities Agent: AL, AZ, CA, CO, DC, FL, GA, ID, IL, KY, LA, MA, MD, ME, MO, NV, NY, OK, PA, TN, TX, UT, VA, VT, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1290556


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

What’s been your experience with advisors in the past? What do you want your money to accomplish and what do you fear might be standing in your way? How much risk can you tolerate in an effort to achieve what’s most important to you?

These are the questions that guide our initial conversations as I strive to find out who you are as a person, as well as an investor. The strategies emerging from these conversations may encompass disciplines as diverse as estate planning, philanthropy and family dynamics. They will certainly include your investments.

As a Morgan Stanley Senior Portfolio Management Director, I manage assets on a discretionary basis for clients who would rather not make investment decisions on their own. I’ve developed several proprietary strategies designed to pursue growth, income or a combination of both. 



About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth.  Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control 

Private Wealth Management Highlights
  • Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

1 Morgan Stanley Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Approach

Approach

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Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Client Service Team

Client Service Team

Sunshine Coddou

Senior Registered Client Services Associate, Financial Planning Associate


Sunshine may well be the first person you talk to when calling our office. She has worked with Nelson Murray since 2003 and performs a variety of critical tasks for clients, their attorneys, accountants and family offices.

Clients depend on Sunshine to expedite transfers, arrange for cash distributions and gather documents for tax preparation. She is also a registered associate who is able to execute trades for clients and, indeed, Sunshine implements changes in client portfolios mandated by Morgan Stanley’s Global Investment Committee.

Outside the office, Sunshine has served as a girl scout troop leader and is currently a cheer mom for her daughter’s high school cheerleading squad. She is also an athlete in her own right, running 5ks on a regular basis and engaging in high intensity Crossfit workouts.

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Legacy
  • Signature Access
  • Business Services

Insights and Outcomes

Thought Leadership from Morgan Stanley Family Office Resources for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the leading FOR specialists.

Ready to start a conversation? Contact Nelson Murray today.

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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

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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The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice.  Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration.  Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

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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Awards Disclosures