Next-Gen + Best-in-State · rank 27 · Tuscaloosa, Alabama · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (The Warr Group) (high)
- “Financial Advisor and Executive Director, Morgan Stanley Wealth Management (The Warr Group)” — forbes_shook
- “MARY KATHERINE HANCOCK - Investment Adviser at MORGAN STANLEY” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “MARY KATHERINE HANCOCK - Investment Adviser at MORGAN STANLEY” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"firmName": "MORGAN STANLEY", "registrationBeginDate": "1/21/2015"” — sec_finra_regulatory
- Team name — The Warr Group (high)
- “Financial Advisor and Executive Director, Morgan Stanley Wealth Management (The Warr Group)” — forbes_shook
- Team size — 55 (medium)
- “Today, she's a key leader within her 55-person team, overseeing operations and investment strategy across eight offices in six states.” — professional_press
- CRD — 6164176 (high)
- “"firstName": "MARY", "middleName": "KATHERINE", "lastName": "HANCOCK", "individualId": 6164176, "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- “"street1": "1470 Northbank Parkway", "street2": "Suite 280", "city": "Tuscaloosa", "state": "AL", "zipCode": "35406"” — sec_finra_regulatory
- Years experience — 11 (high)
- “"daysInIndustryCalculatedDate": "1/20/2015"” — sec_finra_regulatory
- “She started at Merrill as a receptionist before earning a spot in the Financial Advisor Development Program in 2015.” — professional_press
- Designations — CIMA (medium)
- “Katie Hancock, CIMA® - Morgan Stanley | LinkedIn” — social_or_third_party_db
Book of business
- Team AUM ($M) — 7900 (high)
- “Team Assets (Custodied): $7.9B” — forbes_shook
- Account minimum ($M) — 2.5 (high)
- “Minimum account size: $2.5M” — forbes_shook
- Typical client net worth ($M) — 25 (medium)
- “Typical Net Worth of Relationships: $25-50M” — forbes_shook
- Client niche — ultra-high-net-worth families and private wealth management (medium)
- “Morgan Stanley Private Wealth Management team based in Tuscaloosa, Alabama.” — forbes_shook
- “Spends 20-30% of time with top 50 households in a coaching capacity with advisors.” — professional_press
- Custodians — gap: not_applicable
- Fee model — not_public (low)
- “"firmName": "MORGAN STANLEY", "registrationBeginDate": "1/21/2015"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-warr-group (high)
- “The Warr Group | Tuscaloosa, AL | Rochester, NY | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — occasional (low)
- “Insights and Outcomes | The Warr Group | Tuscaloosa, AL | Rochester, NY | Morgan Stanley Wealth Management” — firm_official
- Has podcast — no (low)
- “Katie Hancock, CIMA® - Morgan Stanley | LinkedIn” — social_or_third_party_db
- Books published — 0 (low)
- “A Former College Basketball Star Now Managing Over $4 Billion For Morgan Stanley” — professional_press
- Linkedin url — https://www.linkedin.com/in/katiehancockfa/ (high)
- “Katie Hancock, CIMA® - Morgan Stanley | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Katie Hancock on LinkedIn: #morganstanley #team #finance” — social_or_third_party_db
- Press awards — Barron's Top Financial Advisors lists (Morgan Stanley advisor listing), Forbes feature profile, Aug 2025 (medium)
- “Barron's Top Financial Advisors & Teams | Morgan Stanley” — firm_official
- “A Former College Basketball Star Now Managing Over $4 Billion For Morgan Stanley” — professional_press
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search