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Cassara Voiselle

Advisor at Morgan Stanley

Updated today

Location

Elko, NV 89801

Credentials

Series 66

About

Cassara Voiselle is a financial advisor at Morgan Stanley in Elko, NV, holding a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to help develop financial plans.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

905 Railroad Street, Suite 102

Elko, NV 89801

Most active in

Nevada

Work history

Morgan Stanley

2021 - Present (5 years)

Homemaker/Unemployed

2021 - 2021 (1 year)

Greater Nevada Credit Union

2020 - 2021 (1 year)

US Bank

2016 - 2020 (4 years)

Homemaker/Unemployed

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James G

Series 66

Elko, NV

G&S Wealth Management LLC

James Glennon is the principal of G&S Wealth Management LLC in Elko, NV, holding a Series 66 designation with 17 years of industry experience. He has managed G&S Wealth Management and Glennon & Sandoval Company, a CPA firm in which he is a shareholder, since 2010. Glennon dedicates a significant portion of his workweek to the accounting firm. G&S Wealth Management primarily serves individual clients below high-net-worth thresholds, along with some corporate clients, offering non-discretionary portfolio management and financial planning tailored to each client’s circumstances. The firm employs a conservative, fundamental-analysis investment approach focusing on traditional asset classes and maintains close advisory relationships with clients.

Wealth management
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Michael L

Series 63, Series 65, Series 66

Elko, NV

Sagebrush Wealth Partners

Michael Lane is a financial advisor at Sagebrush Wealth Partners with Series 63, 65, and 66 credentials and over seven years of work experience across various roles. He is also involved in Naturopathy Lane LLC, a naturopathic wellness practice operating independently from his advisory activities. Sagebrush Wealth Partners is an independent firm providing portfolio management and limited financial planning to individual investors and small business owners. The firm focuses on long-term asset allocation using fundamental, economic, and technical analysis, offering both discretionary and non-discretionary management on a fixed-fee basis without a minimum account size.

Options & derivatives strategies Founder/Business Owner
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Nick K

Series 63, Series 65

Elko, NV

Read & Powell Financial Services, LLC

Nick Konakis is a financial advisor with Read & Powell Financial Services, LLC in Elko, NV, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Read & Powell Financial Services since 2004 and is also associated with Read & Powell, LLP, an accounting partnership. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual, high-net-worth, and charitable clients, managing approximately $147 million across about 516 clients. The firm employs a team approach, using fundamental and technical analysis alongside mutual fund and ETF evaluation, and leverages Fidelity’s FMAX platform and integrated fintech tools to develop and implement personalized investment policies.

General estate planning guidance Wealth management
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Diane R

Series 66

Elko, NV

Read & Powell Financial Services, LLC

Diane Rice is a financial advisor with Read & Powell Financial Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Advisors LLC since 2011. Outside of her advisory role, she is employed as a personal assistant. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm uses a combination of fundamental and technical analysis to develop individualized investment policies and manages approximately $147 million for over 500 clients through a team of six advisors.

General estate planning guidance Wealth management
user avatar

Eric W

Series 65

Elko, NV

Read & Powell Financial Services, LLC

Eric Wiseman is a Series 65-credentialed financial advisor with eight years of industry experience. He has been associated with Read & Powell, LLP since 2006. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm manages approximately $147 million for about 516 clients through a team of six advisors and uses a combination of fundamental and technical analysis alongside mutual fund and ETF evaluation to develop and implement individualized investment policies.

General estate planning guidance Wealth management
user avatar

Norma T

ChFC®, Series 66

Elko, NV

Edward Jones

Norma Terras is a financial advisor at Edward Jones in Elko, NV, holding the ChFC® and Series 66 credentials, with 10 years of industry experience. She has been with Edward Jones and its predecessor firm since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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