Jaclyn Claus is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously spent four years at Boston Private Wealth LLC. 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 supported by structured discovery conversations and advanced modeling tools.

Felicia Posil is a Series 66 credentialed financial advisor at Morgan Stanley with eight years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously held positions at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment models to support client strategies.

Cachet Ramsey is a financial advisor at Morgan Stanley in Oak Brook, IL, with 16 years of industry experience. They hold a Series 66 designation and have been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Frank Yanez is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015 and holds the Series 66 designation. 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 uses structured planning tools and modeling in its advisory process.

Ryan Senka is a financial advisor with Morgan Stanley Wealth Management in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at UBS Financial Services, MassMutual of Pittsburgh, Northwestern Mutual, and Duquesne University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm‑approved tools and market analysis techniques.

Eugene Clark V is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2019. He also serves in the U.S. Air National Guard, a role he has held since 1999. Morgan Stanley Wealth Management provides advisory and brokerage services to both individuals and institutional clients, offering comprehensive financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of programs including tailored planning and estate strategies.

Matthew Berman is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning services.

Brian Bernhardt is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Ameriprise and UBS Financial Services. He has an ownership interest in a non-investment-related business based in Aspen, Colorado. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs for individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Carlina Rios is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she maintains a food blog where she creates and shares culinary content. 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 research, with approximately $2.74 trillion in client assets under management.

Whitney Henson is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured financial planning process and manages approximately $2.74 trillion in client assets.

Tucker Forbush is a financial advisor with Morgan Stanley in Coeur D'Alene, ID, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and worked at the University of Idaho from 2016 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Christian Sailer is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney and is the sole proprietor of Christian Sailer LLC, a consulting and recreation business focused on firearms. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by approved tools and resources.

Adam Kimo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Wells Fargo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages significant client assets and provides services through a structured planning process without specific security recommendations as part of standalone plans.

Jeffrey English is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, National Association. Prior to that, he was with Citigroup Global Markets for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Financial Advisors and Estate Planning Strategies Group.

Joseph Donald IV is a financial advisor with Morgan Stanley in Birmingham, Alabama, holding a Series 66 designation and four years of industry experience. His background includes roles at Morgan Stanley Smith Barney LLC and involvement with Sunrise Fly Shop. 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, including tailored financial planning supported by structured discovery tools and firm-approved methodologies.

Joshua Mcferron is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2005, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Based in San Francisco, CA, he has been with Morgan Stanley for over two decades. 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 emphasizing tailored financial planning and manages approximately $2.74 trillion in client assets.

Dillon Burke is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including E*TRADE Securities, Goldman Sachs, JPMorgan Chase Bank, and Edward Jones. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements with employers.

Amir Martin is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, preceded by roles at Citigroup Global Markets and 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.

Jeremy Martin is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 44 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. Morgan Stanley Wealth Management offers 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 firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Erum Nawab is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials with five years of industry experience. She has worked at Morgan Stanley since 2022 and previously held roles at Charles Schwab and Bank of Texas. Morgan Stanley Wealth Management serves both individual and institutional clients through 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 financial planning both directly and through corporate agreements.