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Mayping L

Series 66

Sandy, UT

Morgan Stanley

Mayping Lin is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2021, Lin worked at Nu Skin United States Inc for five years. Lin holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools to help clients develop tailored plans.

General estate planning guidance
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David L

Series 63, Series 65

Providence, RI

Morgan Stanley

David Locke is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in real estate investment through ownership of LSB Properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad 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 modeling techniques.

General estate planning guidance
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Eugene K

Series 63, Series 66

New York, NY

Morgan Stanley

Eugene Kenny is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He 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. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Keith A

Series 63, Series 65

Boca Raton, FL

Morgan Stanley

Keith Aebischer is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1999. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning utilizing firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include financial planning, investment advisory, and access to various institutional products.

General estate planning guidance
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Michael C

Series 66

New York, NY

Morgan Stanley

Michael Colasurdo is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2018, he worked for Mulberry Street Italian Food Center for eight years. Outside of his advisory role, he is a partner in a property management business. Morgan Stanley Wealth Management serves individual 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 structured planning processes supported by proprietary tools and analyses.

General estate planning guidance
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Shawna A

Series 63, Series 66

Philadelphia, PA

Morgan Stanley

Shawna Aschmies is a financial advisor with Morgan Stanley in Philadelphia, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She previously worked at Merrill from 2016 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Lily E

Series 63

New York, NY

Morgan Stanley

Lily Engelhardt is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and over 45 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in managing rental property investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by structured planning tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional financial services.

General estate planning guidance
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Johnny P

Series 63, Series 65

Greenville, SC

Morgan Stanley

Johnny Peden III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a general partner in multiple farm operations based in South Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using firm-approved tools and a structured discovery process. 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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Hollis G

CFP®, Series 63

Birmingham, AL

Morgan Stanley

Hollis Gieger Jr. is a CFP®-designated financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Gieger is a passive investor in several biotechnology and technology venture entities. Morgan Stanley Wealth Management serves both 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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Christopher L

Series 63, Series 65

San Diego, CA

Morgan Stanley

Christopher Lelli is a financial advisor at Morgan Stanley in San Diego, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at UBS Financial Services starting in 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to guide clients in developing personalized financial strategies.

General estate planning guidance
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David D

Series 63, Series 65

Washington, DC

Morgan Stanley

David Deporter is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools supported by its Global Investment Committee.

General estate planning guidance
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Saige E

Series 66

Panama City Beach, FL

Morgan Stanley

Saige Emanuel is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Saige was self-employed and previously worked in education at Emerald Coast Middle School and Fruit Cove Middle School. Saige also founded Abadie Academy LLC, an educational venture. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment analyses.

General estate planning guidance
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Fabrice O

Series 66

Fort Worth, TX

Morgan Stanley

Fabrice Onomo is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Best Buy, Heliana's Pharmacy, and the Department of Public Health Cameroon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and 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 Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Noah W

Series 66

Palo Alto, CA

Morgan Stanley

Noah White is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Atlantic Union Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients directly and through corporate financial planning agreements.

General estate planning guidance
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Diego G

Series 66

New York, NY

Morgan Stanley

Diego Gutierrez is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Mioym Equities, Rockstar Energy, and the University at Albany. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment services.

General estate planning guidance
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Keith S

Series 66

Winston-Salem, NC

Morgan Stanley

Keith Seivers is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he oversees the use of Medicaid funds through the Innovations Waiver in North Carolina as a sole proprietor. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, with a focus on advisory services without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Alexander Z

Series 66

Atlanta, GA

Morgan Stanley

Alexander Zimmerman is a financial advisor at Morgan Stanley with over 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is the sole proprietor of Edelweiss Creations LLC, an art and culture business, and is currently writing a book. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with broad investment offerings.

General estate planning guidance
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Edward M

Series 63, Series 66

Boston, MA

Morgan Stanley

Edward Moore Jr. is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and methodologies such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

General estate planning guidance
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Joseph K

CFP®, Series 63, Series 65

Paramus, NJ

Morgan Stanley

Joseph Kennelly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior tenure at Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning services utilize structured discovery conversations and proprietary tools, supporting clients through comprehensive investment and estate planning.

General estate planning guidance
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Klara D

Series 66

Los Angeles, CA

Morgan Stanley

Klara Dykastova is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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