Patrick Kamfolt is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Kevin Oakes is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019, following five years at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning through direct and corporate financial planning agreements.

Jenny Lira is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2015, with a brief period of unemployment in 2020-2021. Based in Washington, DC, she is part of a large firm network. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that includes structured discovery conversations and approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Emily Rollins Graham is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Jefferies & Company, Inc. from 2009 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools along with modeling techniques to support client financial goals.

John Stockmeyer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Techtronic Industries and Discount Tire Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Daniel Thomason is a Series 66-licensed financial advisor with Morgan Stanley in Los Angeles, CA, where he has worked since 2009. He has 20 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools.

Aaron Winer is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Winer serves as a trustee/co-trustee of a trust in Miami, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.

Cody Hamilton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Inc. for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods.

David Benway is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Merrill Lynch, and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides diverse investment and planning services through its integrated platform.

Heather Watanabe is a financial advisor at Morgan Stanley in Salt Lake City, UT, with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves on the investment committee and advisory board of the United States Ski and Snowboard Association and is involved with the Young Presidents Organization, focusing on skiing and speaking engagements. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques but generally acts in an advisory capacity rather than as a fiduciary for retirement accounts unless otherwise engaged.

Stacie Rosera is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2001. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support tailored client strategies.

Hunter Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Christopher Newport University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, offering planning services without individual security recommendations as part of the standalone program.

Margaret Cape is a financial advisor with Morgan Stanley in Riverside, CA, holding a Series 66 credential and possessing 17 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory work, she is employed in customer service at a retail and online store. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured tools and analysis.

Joseph Blanton is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has previous experience serving in the U.S. Army from 2020 to 2025. Prior to his military service, he worked at Diamond Oaks Golf Club for four years. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized planning groups.

Dalton Ingraham is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at GWFS Equities, Inc. for 11 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by firm-approved tools and provides comprehensive asset management services.

Malcolm Pakola is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and three years of industry experience. He has been with Morgan Stanley since 2022 and previously attended the University of Delaware. 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 uses structured planning tools and modeling techniques and offers a broad range of retail and institutional financial services.

Cheryl Ciccarello is a financial advisor at Morgan Stanley with 46 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in estate-related investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various retail and institutional channels.

David Mc Coll is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. He has been in the industry since 2024, previously working at Driehaus Capital Management and spending four years at the University of Dayton. 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 structured discovery processes and firm-approved tools.

Steven Howard is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Fifth Third Securities for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, where he has been since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

Steven De Carlo is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 designation and with 10 years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent four years at Merrill. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.