Senior Vice President, Financial Advisor
The O'Daniel Group at Morgan Stanley Private Wealth Management
Dallas, TX
Colin is a Senior Vice President and Financial Advisor with the O'Daniel Group at Morgan Stanley Private Wealth Management. With over 22 years industry experience, Colin focuses on the complex planning needs of middle-market business owners, particularly those approaching the sale, monetization, or intergenerational transfer of their company. This includes strategic sales, ESOP/1042, financial sponsor, management buyouts, succession plans, and recapitalizations. Colin offers an experienced perspective helping clients consider how various monetization strategies may impact their businesses and personal financial lives and utilizes the vast resources of Morgan Stanley to address their planning, governance, liability management, and investing needs.
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Tax Planning for Sellers in ESOP Transactions Absent a 1042 Election
Thursday, April 17, 2025
9:45 AM – 10:45 AM MST