We work with you to develop a customized financial strategy designed to provide you with a clear path to achieve your personal financial goals.
Together we utilize our experience and investing knowledge to help better serve our clients. Our objective is to provide responsive, customized investment advice and wealth management, so that our clients confidently devote their time to the things that are most important to them.
The Mundy Wealth Management Group at Morgan Stanley has over 100 years of combined investment experience. We adhere to a disciplined process providing our clients with a consistent yet customized wealth management experience.
We are one of the few Morgan Stanley teams with a Family Wealth Director, a distinction earned by fewer than 5% (as of 12/31/24) of all Morgan Stanley Financial Advisors. With extensive knowledge in comprehensive wealth management including estate planning strategies, traditional and alternative investments, control and restricted securities, financing alternatives and business succession planning strategies, this designation helps to provide our clients with a truly differentiated, luxury experience, competitive with a family office alternative. We have Financial Advisor Emily Endres, who is a Certified Financial Planner® (CFP®) and a Certified Divorce Financial Analyst® (CDFA®) signifying our commitment to providing our clients with a holistic comprehensive financial planning experience. Executive Director, Will Mundy, is a Financial Advisor, who is a seven-time recipient (2019-2025) of the Forbes Best-In-State Wealth Advisor award. We are also proud to say, our team as a whole received recognition from Forbes and had been named to the 2023, 2024, 2025 and now the 2026 Forbes Best-In-State Wealth Management Teams list.
Together we utilize our experience and investing knowledge to help better serve our clients. Our objective is to provide responsive, customized investment advice and wealth management, so that our clients confidently devote their time to the things that are most important to them.
