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 August On the Markets from the Global Investment Committee featuring

    "Into Thin Air?" There’s a lot of talk in the media about stock market valuations being in nosebleed territory, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Given low interest rates and low market volatility, they’re actually more down to earth.

    “Welcome to the Circular Economy" In the circular economy, resource efficiency and waste reduction is paramount, explains Lily S. Trager, director of investing with impact at Morgan Stanley Wealth Management. Products are designed so that at the end of their useful lives, they can be dissembled and the components redirected to new uses.  

    “Taking Advantage of Short-Term Market Opportunities” The Global Investment Committee already provides strategic asset allocation, with a seven-year horizon, and tactical asset allocation, with a one-year horizon. Its new “Dynamic Allocation Framework” looks at a three-month horizon, shifting allocations dynamically based on changing economic and market conditions.

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Andy Rothman of Matthews Asia, a long-time China investor who talks about investment opportunities in the world’s second-largest economy.

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