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Brett H
Series 66
Dublin, OH
Morgan Stanley
Brett Hillyard is a financial advisor with Morgan Stanley in Dublin, OH, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. 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, and manages approximately $2.74 trillion in client assets.
Alex C
Series 66
Atlanta, GA
Morgan Stanley
Alex Cornett is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and two years of industry experience. He is involved with creative ventures outside the firm, including co-creating and recording a podcast called Monsters Vs Men and participating as a minority owner in Alceja Productions. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment solutions.
Lydia M
CFP®, Series 63
Paducah, KY
Morgan Stanley
Lydia May is a Certified Financial Planner (CFP®) with 42 years of experience in the financial services industry. She has worked at UBS Financial Services for 26 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where she currently practices. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.
Hilary K
Series 63, Series 65
Aventura, FL
Morgan Stanley
Hilary Kumble Freeman is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. 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 and 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 analysis.
Laura C
Series 63, Series 65
Dallas, TX
Morgan Stanley
Laura Cowden is a financial advisor at Morgan Stanley with 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.
Kelly T
CFP®, Series 66
Lancaster, PA
Morgan Stanley
Kelly Trach is a financial advisor with Morgan Stanley in Lancaster, PA, holding the CFP® and Series 66 designations and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of financial advising, Trach is a partner in Harper London Enterprise, an infrared fitness studio in Denver, Pennsylvania. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by advanced modeling tools and offers both retail and institutional investment solutions.
Sonja L
Series 66
Huntsville, AL
Morgan Stanley
Sonja Lamar is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2017. Outside of her advisory role, she is a sole proprietor of a rental property business. 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 discovery and advanced modeling tools.
Andrew S
Series 66
New York, NY
Morgan Stanley
Andrew Sawyer is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities since 2016. Outside of his advisory role, he is a partner at Chip and Shatter LLC, a digital currency and technology-focused business. 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 and utilizes structured planning tools and modeling techniques to support client strategies.
Gary B
Series 63, Series 65
Newport News, VA
Morgan Stanley
Gary Bonnewell is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he participates in public speaking engagements for non-profit organizations and serves on the advisory board of the Hampton Roads Community Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, utilizing firm-approved tools and investment committee guidance to support tailored planning solutions.
Steven G
Series 63, Series 65
Colchester, VT
Morgan Stanley
Steven Gentile is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he announces college basketball games for the University of Vermont and serves as chairman of the investment committee for the Vermont Catholic Diocese. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and managed through a structured discovery process.
Timothy P
Series 66
Dallas, TX
Morgan Stanley
Timothy Peach is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Dallas, Texas. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, incorporating firm-approved tools and research to support client strategies.
Ryan T
CFP®, Series 66
Fort Lauderdale, FL
Morgan Stanley
Ryan Thieme is a CFP® designated financial advisor with Morgan Stanley in Fort Lauderdale, FL, bringing 10 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019, and previously at Bank of America and Merrill Lynch from 2016 to 2021. Outside of his advisory work, he is involved in the automotive aviation sector through V1Aero and serves as Treasurer and Board Member for The Parks Foundation of Broward County. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs focused on tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.
Emily R
Series 66
Madison, GA
Morgan Stanley
Emily Ross is a financial advisor at Morgan Stanley with a Series 66 designation and six years of experience at the firm. She previously worked at The Agents' Marketing Group and Treadwell, Tamplin & Co., accumulating a total of ten years in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.
Howard B
Series 63, Series 65
Houston, TX
Morgan Stanley
Howard Burnett is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 designations and bringing 53 years of industry experience. He has been with Morgan Stanley-related entities since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Burnett is involved with the Jewish Community Center of Houston and Jewish Family Services, serving on their finance committees. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a wide range of financial services through its extensive network of advisors.
Bibekananda D
Series 63, Series 66
Wellesley, MA
Morgan Stanley
Bibekananda Das is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 registrations and 15 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, N.A. since 2015. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s models.
Owen Z
Series 65, Series 63
Morristown, NJ
Morgan Stanley
Owen Zukovich is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley since 2014, including his current role starting in 2022. Prior to that, he was also associated with UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.
Matthew S
Series 66
Chicago, IL
Morgan Stanley
Matthew Schwartz is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of services including estate planning and corporate financial planning agreements.
Daniel S
Series 66
Pittsburgh, PA
Morgan Stanley
Daniel Swiderski is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools.
Karen O
Series 66
Toledo, OH
Morgan Stanley
Karen Owens is a financial advisor with Morgan Stanley in Toledo, OH, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory role, Owens is involved with Semper Fit LLC, doing business as Anytime Fitness, since 2006. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through employer-based Corporate Financial Planning agreements.
Jay O
Series 63, Series 65
Centerville, OH
Morgan Stanley
Jay Otto is a financial advisor with Morgan Stanley in Centerville, Ohio, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2014. Outside of his advisory work, he owns Javajig, LLC, a coffee processing business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and analytic models to support tailored financial plans.
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