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Adetomilola A

Series 66

Morristown, NJ

Morgan Stanley

Adetomilola Adeyemo is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 license with seven years of industry experience. Prior to joining Morgan Stanley in 2019, Adeyemo worked at Baldwin & Obenauf and CO OP Brand Partners. Outside of advisory work, Adeyemo is the owner of Hello August LLC, a real estate-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
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Thomas T

Series 63, Series 65

Melville, NY

Morgan Stanley

Thomas Tucker is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Tucker is also involved in trust-related activities outside of his primary advisory work. Morgan Stanley Wealth Management serves individual and institutional clients through a broad range of advisory programs, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

General estate planning guidance
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Arthur B

Series 63

Pasadena, CA

Morgan Stanley

Arthur Burkhard is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a range of advisory programs supported by structured planning tools and broad investment solutions.

General estate planning guidance
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Lisa B

Series 66

Forsyth, GA

Morgan Stanley

Lisa Bingaman is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Nationwide Securities LLC and Wells Fargo in various capacities between 2013 and 2022. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

General estate planning guidance
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Thomas R

Series 66

West Conshohocken, PA

Morgan Stanley

Thomas Ring is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked previously at firms including E*TRADE Capital Management, Citizens Securities, TD Ameritrade, and Fidelity Brokerage Services. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Kim H

Series 63, Series 65

Chicago, IL

Morgan Stanley

Kim Hawkinson is a financial advisor at Morgan Stanley with 44 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as an executor of an estate in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and methodologies such as Monte Carlo simulations as part of its financial planning process.

General estate planning guidance
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Debora K

Series 63, Series 66

Stockton, CA

Morgan Stanley

Debora Kenyon is a financial advisor with Morgan Stanley in Stockton, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Georgina C

Series 66

Houston, TX

Morgan Stanley

Georgina Cross is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Primerica. Her background also includes roles at BBVA Securities and Compass Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, while clients remain responsible for plan implementation and updates.

General estate planning guidance
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Caroline H

Series 66

Birmingham, AL

Morgan Stanley

Caroline Hancock is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Her prior work experience includes roles in automotive merchandising and nonprofit organizations, as well as a position at Birmingham Southern College. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning supported by firm-approved tools and analysis from its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Deborah T

Series 63, Series 66

Palm Desert, CA

Morgan Stanley

Deborah Tryon is a financial advisor with Morgan Stanley in Palm Desert, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and simulations to model outcomes.

General estate planning guidance
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Deborah H

Series 63

Washington, DC

Morgan Stanley

Deborah Harris is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 63 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Travis W

Series 66

Montgomery, AL

Morgan Stanley

Travis Winn is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual 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 and modeling techniques to support its financial planning process.

General estate planning guidance
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Shani H

Series 66

San Francisco, CA

Morgan Stanley

Shani Hatcher is a financial advisor with Morgan Stanley, holding a Series 66 license and bringing 23 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021, and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she owns Shani's Living Creations, a retail and online store based in Hayward, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Paul T

Series 63, Series 65

Grosse Pointe Farms, MI

Morgan Stanley

Paul Treder is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management (MSWM) provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers services that combine advisory programs with broad retail and institutional offerings.

General estate planning guidance
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Randy L

Series 66

Colchester, VT

Morgan Stanley

Randy Lamberti is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior roles at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured planning tools and investment modeling techniques.

General estate planning guidance
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Albert A

Series 63, Series 66

San Jose, CA

Morgan Stanley

Albert Aeed II is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of finance, he works as a stand-up comedian. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various programs, including corporate financial planning agreements.

General estate planning guidance
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Thomas S

Series 66

Boca Raton, FL

Morgan Stanley

Thomas Santangelo is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Ameriprise and entrepreneurial involvement with JM Golf Carts. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Anne T

Series 66

Boston, MA

Morgan Stanley

Anne Tamayo is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014, including two years at Morgan Stanley Services Group Inc. Outside of her advisory role, she owns and operates Anne's Chic Boutique LLC, a retail business focused on art and culture. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis methods.

General estate planning guidance
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Bill C

Series 63, Series 65

Houston, TX

Morgan Stanley

Bill Corbell is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and previously worked with Citigroup Global Markets starting in 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market outcome simulations.

General estate planning guidance
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Chris M

Series 66

Austin, TX

Morgan Stanley

Chris Moyseos is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley and its affiliated private bank since 2011. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct relationships and corporate financial planning agreements.

General estate planning guidance
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