The Blackwell Carroll Group - Morgan Stanley Team - Albuquerque, NM
Morgan Stanley
The Blackwell Carroll Group
at Morgan Stanley
6565 Americas Parkway
Suite 400
Albuquerque, NM 87110
tel: (505) 872-7316
toll-free: (877) 800-0870 
fax: (505) 889-2858

Engineering and scientifically minded individuals and their families come to Michael Blackwell’s team to get help for their financial future. Every financial plan we create is tailored to their particular situation. What might work for someone without children who wants to retire early and travel, won’t necessarily work for someone with children or for clients who are taking care of elderly parents. We recognize this. This is why we spend so much time creating personalized plans.

Michael Blackwell came to this focus by working in the metals and technology business as an engineer in Pennsylvania.  He recognized several things. While he enjoyed engineering, he found himself drawn to finance. Many of his hard-working colleagues were concerned about saving enough for retirement, being able to afford college for their children, and helping take care of elderly parents. Colleagues with Bachelors, Masters, and PhD degrees had little time to study financial planning intricacies, plus they had little trust of the system and a lot of uncertainty. After many discussions with friends, family and colleagues, Michael decided to study financial planning and enrolled in an executive program at Georgetown University in Washington DC.  He learned He could make a difference.

A career change was made and he moved across the country to partner with his father-in-law in New Mexico.  With our geographical proximity to two national laboratories, Los Alamos National Laboratory and Sandia National Labs, many of his clients are engineers and scientists.  The team has had an active presence in the Los Alamos area for over 20 years.  Michael’s background as an engineer combined with his passion for personal finance has made working with engineers and scientist a natural fit.  Clients come to his team when they want to simplify their financial lives, have someone they can depend on, and want to reduce their financial uncertainty.

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  • As CERTIFIED FINANCIAL PLANNER practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.

  • See June On the Markets from the Global Investment Committee featuring

    "Just Peachy"  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the kick-off to summer is often a time when investors ask, “How we doin’?” The answer: just peachy. Global equities and bonds so far have earned what would be heady returns for a whole year.

    “(Tech)nical Floor for Profit Margins”  S&P 500 profit margins are at a peak and, given that they tend to be cyclical, might be expected to decline. Even so, Daniel Skelly, senior equity strategist for Morgan Stanley Wealth Management, says big tech stocks with plump margins may keep the S&P’s margins higher than in past cycles. 

    “How Shrinking the Fed’s Balance Sheet Could Play Out”  In October, the Federal Reserve is expected to start shrinking its balance sheet by halting reinvestment of both Treasury bonds and mortgage-backed securities. Adam Richmond, Matthew Hornbach and Jay Bacow, fixed income strategists for Morgan Stanley & Co., examine the ripple effects this policy may have on fixed income markets. 

    • Plus, look for more on economics and investment strategy, and a Q&A featuring Jesper Kolls, chief investment officer of WisdomTree Japan.

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