Financial Managers

Back row: Julie Huff, Josh Lorenzetti, Ben Rast, Matthew McFadden Front row: Kathryn Robinson, Emily Tarney, Lauren Phelps

How does your wealth help your life stay interesting and meaningful?

The Rast McFadden Wealth Management Group at Morgan Stanley in Columbia, SC, works with a select number of wealthy families to explore that question and its infinite set of possible answers. In particular, we help generation after generation understand what it means to be wealthy and how to be a responsible steward of wealth. To accomplish this, we believe every family needs a financial plan that works in harmony with the building blocks of tax, estate, insurance, and charitable planning strategies.

We help families navigate the opportunities and challenges of significant wealth with confidence and control.

Financial Advisors Ben Rast, Matthew McFadden, and Emily Tarney work as a unified team on every client, supported by Registered Client Service Associates Kathryn Robinson, Julie Huff, Lauren Phelps, and Josh Lorenzetti in client service and operations.

Ben has been helping families navigate the financial world for over 35 years. As founding partner, he is responsible for shaping the team’s strategic vision. Ben serves on the board of several nonprofit organizations and has recently been honored to serve as the Chairman for the Leukemia & Lymphoma Society’s 2023 Light the Night Walk. Ben and his wife, Peggy, have five adult children, a growing number of grandchildren, and attend Our Lady of the Hills.

Matthew began working with Ben while attending the University of South Carolina’s Honors College, and upon graduation in 2002, joined the firm full-time where he has advanced in his career ever since. Today, he is a Senior Vice President and senior partner, and the practice was renamed The Rast McFadden Wealth Management Group in early 2021. Matthew, his wife, Grace, and their sons live in Northeast Columbia and attend First Presbyterian Church.

Emily, Ben’s oldest daughter, joined the team as a partner in 2020, moving home to Columbia from Charlotte with a decade of experience in finance and an MBA from Duke University’s Fuqua School of Business. She holds a Certified Financial Planner™ designation and leads financial planning for the team. Emily, her husband, Matt, and their two children are members of Saint Joseph’s.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

CFP Board owns the marks CFP^®, CERTIFIED FINANCIAL PLANNER^™, and CFP^® (with plaque design) in the U.S.

Morgan Stanley Smith Barney LLC. Member SIPC.

CRC 5802593 07/2023