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Brian K

CFP®, Series 63, Series 65

Riverhead, NY

Morgan Stanley

Brian Krauthamer is a CFP®-credentialed financial advisor with 19 years of industry experience. He currently works at Morgan Stanley and previously held roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Adrienne T

Series 63, Series 65

Middleton, MA

Morgan Stanley

Adrienne Tubridy is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Raymond James & Associates from 2016 to 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

General estate planning guidance
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Travis V

Series 66

Palm Beach, FL

Morgan Stanley

Travis Voccia is a financial advisor at Morgan Stanley in Palm Beach, FL, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at United Capital Financial Advisers, Ameriprise Financial Services, and JPMorgan securities and banking entities. Voccia is also the sole proprietor of Three Thirteen Capital LLC, an investment-related business focused on real estate finance and business development. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and investment committee analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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Allie K

Series 63, Series 65

Boise, ID

Morgan Stanley

Allie Kilroy is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at firms such as RBC Capital Markets, MassMutual Life Insurance Company, and New York Life Insurance Co. Outside of financial services, she is involved with the Capital High School Swim Team in an administrative and fundraising capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Michel D

Series 66

Huntsville, AL

Morgan Stanley

Michel Denis Jr. is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is the sole owner of Domaine South and CHUK, private retail businesses offering gifts, wine, and kitchen goods. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers investment programs that include diverse retail and institutional solutions.

General estate planning guidance
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Michelle L

Series 63, Series 65

Sugar Land, TX

Morgan Stanley

Michelle Lee is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of her advisory role, she is the sole proprietor of a real estate-related business based in San Jose, 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 structured discovery processes and firm-approved tools.

General estate planning guidance
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Adam S

Series 66

Purchase, NY

Morgan Stanley

Adam Steinbuch is a financial advisor with Morgan Stanley in Purchase, NY. He holds a Series 66 designation and joined Morgan Stanley in 2026. Prior to this, he worked at Rack & GO LLC for several years and has experience in other roles including at Enterprise Holdings and the University at Albany. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies approved by its Global Investment Committee.

General estate planning guidance
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Joseph V

Series 66

Gilbert, AZ

Morgan Stanley

Joseph Vojtech is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Bayview Asset Management, Rocket Mortgage, and Bank of America, among others. 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 with a focus on tailored financial planning supported by structured discovery and firm-approved planning tools.

General estate planning guidance
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Maria C

Series 66

Santa Monica, CA

Morgan Stanley

Maria Chehade is a financial advisor with Morgan Stanley in Santa Monica, California. She holds a Series 66 designation and has nine years of industry experience. Her career includes roles at Morgan Stanley Private Bank, National Association since 2017 and Morgan Stanley Smith Barney from 2015 to 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, offering a range of investment and financial services without providing individual security recommendations as part of standalone planning.

General estate planning guidance
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Jacquelyn E

Series 63, Series 65

Chesterfield, MO

Morgan Stanley

Jacquelyn Etling is a financial advisor at Morgan Stanley in Chesterfield, MO, with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Michael R

Series 65, Series 63

New York, NY

Morgan Stanley

Michael Rufino is a financial advisor at Morgan Stanley in New York, NY, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes positions at Cerberus Capital Management and experience in educational roles at the College of the Holy Cross and Pleasantville Middle & High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 employs firm-approved planning tools and models to support structured financial planning conversations.

General estate planning guidance
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Thomas H

Series 63, Series 65

Annapolis, MD

Morgan Stanley

Thomas Hutcheson III is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009, working at both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 offers planning services supported by firm-approved tools and methodologies such as Monte Carlo simulations.

General estate planning guidance
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Billy G

Series 63, Series 66

Houston, TX

Morgan Stanley

Billy Gross is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. He has served at Morgan Stanley and its affiliated entities since 2017 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2011 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and utilizes tools such as Monte Carlo simulations to model financial outcomes.

General estate planning guidance
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William G

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

William Galvin is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Play Anywhere Inc. and held various roles at institutions including ESMT Berlin and James Madison University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside investment modeling, providing advisory services without individual security recommendations as part of its standalone planning.

General estate planning guidance
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Douglas W

Series 66

Barrington, IL

Morgan Stanley

Douglas Wollney is a financial advisor with Morgan Stanley, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Edward Jones. Outside of his advisory work, he manages a rental property in Chicago as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and corporate financial planning agreements.

General estate planning guidance
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Sundance C

Series 63, Series 65, Series 66

Bangor, ME

Morgan Stanley

Sundance Campbell is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Morgan Stanley in 2018, he worked at TIAA-CREF from 2015 to 2018. Outside of his advisory work, Campbell serves on the Board of Directors and Finance and Development Committees for the Penobscot Theatre Company and is involved with the City of Bangor’s Arts & Commission for Cultural Development. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and a range of investment programs supported by firm‑approved planning tools and strategies.

General estate planning guidance
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Edgar G

Series 66

Austin, TX

Morgan Stanley

Edgar Gonzalez is a financial advisor at Morgan Stanley with a Series 66 license and three years of industry experience. He previously worked at JPMorgan Chase and held positions at California State University of Long Beach and the Auto Club of Southern California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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Glen D

Series 66

Boston, MA

Morgan Stanley

Glen Donovan is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with six years of industry experience. His prior work includes three years at John Hancock Investment Management before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting a broad array of retail and institutional offerings.

General estate planning guidance
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Gary K

Series 63, Series 65

Reno, NV

Morgan Stanley

Gary Kilbourn is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at UBS Financial Services for 19 years before joining Morgan Stanley in 2026. Kilbourn serves on the board of directors for Gorilla Doctors, a nonprofit organization providing veterinary care to endangered mountain and Grauer’s gorillas in central Africa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research. 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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Thomas H

Series 63, Series 65

West Des Moines, IA

Morgan Stanley

Thomas Hunt is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2004. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines traditional retail and institutional services with additional activities such as relationships with investment companies and private funds.

General estate planning guidance
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