The Rast McFadden Wealth Management Group announced today that Julie Y. Huff and Lauren W. Phelps have joined the team as Senior Registered Client Service Associates. The Rast McFadden Wealth Management Group is based in the firm’s Wealth Management office in Columbia, SC reporting to J.R. Williams.
Ms. Huff joins the team with over a decade of experience in investment services and banking, and specializes in relationship management, along with annuity planning, evaluation, and execution. She began her financial services career as a bank teller while a student at the University of South Carolina, where she majored in Advertising and minored in Business. She spent several years working in advertising for Clear Channel Radio before she was drawn back to the financial industry at BB&T Investments, now Truist. Ms. Huff lives in Lexington with her husband Larry and their two children.
Ms. Phelps joins the team with over 15 years of experience in investments, banking, and insurance, most recently with Truist. She specializes in managing advanced operations for the team. She holds an MBA and a BS in Business Administration with a concentration in Management and a minor in Psychology from East Carolina University. Ms. Phelps and her husband, Kenny, are both from eastern North Carolina, and have lived in Columbia since 2010 with their three children.
About The Rast McFadden Wealth Management Group at Morgan Stanley
Founded as The Rast Group by Ben A. Rast, CFP®, CPWA®, Senior Vice President and Wealth Advisor, in 1986, the team helps families navigate the opportunities and challenges of significant wealth with confidence and control. As of June 30, 2021, they manage over $500 million in assets, focusing on multigenerational wealth management for families in the Columbia area and beyond. Their services include wealth management, financial planning, business succession planning, and executive financial services. For more information, please visit advisor.morganstanley.com/rast-mcfadden.
Morgan Stanley Wealth Management
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.
Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.
© 2021 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 3919328 11/2021