Brian Kadlec is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Prior to that, he was with Citigroup Global Markets Inc for four years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers a broad range of retail and institutional investment solutions.

Geoffrey Elliott is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Bankers Life. Outside of finance, he occasionally performs maintenance on a rental property managed by his spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Terence Turner is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding the Series 66 designation and over 26 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. 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 structured financial planning process, managing approximately $2.74 trillion in client assets.

Eric Grossjung is a financial advisor with Morgan Stanley in Omaha, NE, holding the Series 63 and Series 66 designations and bringing 36 years of industry experience. His career includes over two decades at Oppenheimerfunds Distributor, Inc. before joining Morgan Stanley in 2019, where he has also been affiliated with Morgan Stanley Private Bank since 2020. 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 supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

David Williams is a financial advisor with Morgan Stanley in Oakland, CA, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2018 and has prior work experience with Target and Sonoma State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques.

Brandon Teich is a financial advisor with Morgan Stanley in New York, NY. He holds a Series 66 designation and has been with Morgan Stanley since 2020. Prior to joining the firm, he was not employed in the financial industry. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Tara O'Malley is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and utilizes advanced modeling tools, serving clients through both direct and corporate financial planning arrangements.

Brian Andzik is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Andzik is involved in several business ventures primarily focused on the restaurant industry, including ownership and partnership positions. He also serves as an advisor for a University of Dayton business student fund and participates in financial planning and budgeting roles for local cultural and charitable organizations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Darrin Frankel is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and works at Morgan Stanley Private Bank, N.A. since 2015. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and models in its financial planning process.

Jocelyn Moran is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill, JP Morgan Chase Bank, and JP Morgan Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Timothy Ely is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, and previously held roles at Citigroup Global Markets and Merrill. Outside of his advisory work, he is co-owner of Newport Flag Company, a custom flag-making business. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through a broad range of retail and institutional services.

Jim Stephenson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves 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 integrates structured planning tools and investment committee insights into its financial planning process.

Colleen O'Brien is a financial advisor at Morgan Stanley with 29 years of industry experience. She has held positions at Morgan Stanley since 2021 and previously worked at Charles Schwab and Charles Schwab Bank from 2007 to 2021. O'Brien holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and modeling techniques but generally acts in an advisory capacity without offering individual security recommendations as part of standalone plans.

Julianne Canterbury is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at various Morgan Stanley entities since 2007. Outside of her advisory role, she has participated as a volunteer in county polling activities. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations as part of its financial planning process.

Kathleen Kesselem is a financial advisor with Morgan Stanley, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2017 and was previously with UBS Financial Services from 2011 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide array of advisory programs and financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides customized plans through its Financial Advisors and Estate Planning Strategies Group.

Manotham Ward is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He previously worked at Western International Securities, Inc. for four years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive asset management services.

Eric Burke is a financial advisor with Morgan Stanley in Palm Desert, CA, holding a Series 66 credential and six years of industry experience. He has been with Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory work, he owns and manages rental properties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 planning services without providing individual security recommendations as part of its standalone financial planning program.

Benjamin Keith is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and currently serves at Morgan Stanley Private Bank. Outside of his advisory role, he is a referee with the CARFU Referee Society in Schaumburg, Illinois. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and investment committee estimates to support its planning process.

Christa Burgett is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 10 years at Citigroup Global Markets. 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 financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analyses developed by its Global Investment Committee.

Carson Steiner is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held various positions including roles at Glen Echo Country Club, NorthStar Wealth Navigation, and FedEx Ground. He attended the University of Missouri - St. Louis from 2021 to 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to 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 serves clients both directly and through corporate financial planning agreements.