Jessie Maestas is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2025, Jessie worked at RBC Capital Markets, LLC for eight years. Jessie also has experience outside finance, including time at The Quarters BBQ and Alan Maestas Law Office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual 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 planning process using firm-approved tools and models.

Edward Jordan is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2012. Jordan is based in Albuquerque, NM. 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 structured financial planning supported by approved tools and models, managing approximately $2.74 trillion in client assets.

Carlos Duque is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2011 and is currently associated 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 individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured planning using proprietary tools and modeling techniques.

Vincent Romero is a financial advisor at Morgan Stanley in Albuquerque, NM, holding a Series 66 designation with one year of industry experience. His prior roles include positions at VRC LLC and the University of New Mexico, as well as experience in education and other fields. Morgan Stanley Wealth Management provides a wide range of 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 both direct and employer-based financial planning services.

Evan Long is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley since 2016 and at Morgan Stanley Private Bank, National Association since 2017. Prior to that, he held roles with BBVA Compass Insurance Agency, BBVA Securities Inc., and COMPASS Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various channels, including Corporate Financial Planning agreements with employers.

Bradford Hull is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63, 65, and 66 designations and possessing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013. 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 services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory process.

Mikaela Postlethwait is a financial advisor at Morgan Stanley in Albuquerque, NM, holding Series 66 and Series 63 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools.

Michael Daly is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.

Benjamin Alaimo Monson is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as Treasurer for the Performance Santa Fe Foundation and is involved with the United Way of North Central New Mexico and Kitchen Angels in advisory roles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and offering services through its Financial Advisors and Estate Planning Strategies Group.

John Carroll is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 24 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. Outside of his advisory work, Carroll is involved in property management as a sole proprietor of a rental property business. 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 planning process using proprietary tools and offers a broad range of retail and institutional investment options.

Denise Tellez is a financial advisor at Morgan Stanley with 23 years of industry experience. She held a position at RBC Capital Markets from 2008 to 2022 before joining Morgan Stanley in 2022. Denise holds Series 63 and Series 65 designations and is based in Albuquerque, NM. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment and trading activities.

Clifford Gramer is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2011. Outside of his advisory role, he is involved in property management. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Katherine Woods is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved with Blue Sky Dental in Albuquerque, New Mexico, where she contributes to accounting and bookkeeping. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.

Brandon Kehl is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His career includes roles at Wells Fargo Bank and Wells Fargo Clearing Services before joining Morgan Stanley Smith Barney LLC in 2022. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Darryl Vigil is a financial advisor at Morgan Stanley with 11 years of industry experience. He has been with Morgan Stanley since 2015 and has worked at Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he is a partner and owner of CMV Ventures, LLC, a retail and online store business in Albuquerque, New Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies.

Patricia Yara is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2018, with prior roles at UBS Financial Services, TD Ameritrade, and Scottrade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client financial goals.

Leah Haney is a Series 66-credentialed financial advisor with 17 years of industry experience, currently practicing at Morgan Stanley in Albuquerque, NM since 2017. Her prior work history includes a brief period away from the industry from 2016 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and modeling techniques as part of its financial planning process.

Keenan Odenbach is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Morgan Stanley, he held roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Southwest Bank, and Bbva USA. Outside of his advisory work, he is involved in restaurant and nightlife operations through roles with DoorDash and Uber Eats. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Fallon Peace is a Series 66 licensed financial advisor with Morgan Stanley in Albuquerque, NM, where she has worked since 2007, totaling 17 years of industry experience. She serves as a board member and vice president of the Bible Teaching Center, a charitable organization, assisting with event planning and administrative duties. 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 uses structured discovery conversations and approved tools, focusing on advisory services without individual security recommendations in standalone plans.

Leonard Galante Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, as well as Citigroup Global Markets since 2004. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Charles Reardon is a financial advisor with Morgan Stanley based in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Reardon is involved in ranching as Vice President of Canon Bonita Ranch, LLC, participates in estate planning through Walk in Wills, and serves on the board and finance committee of the Rio Grande Food Project, a local charitable organization. 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 strategies. The firm manages approximately $2.74 trillion in client assets and provides financial planning and investment services through a structured discovery process without providing individual security recommendations as part of standalone plans.

Greisy Aragon is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley since 2020 and previously held roles at First Command Advisory Services, Charles Schwab, and Fidelity. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Jonathan Cox is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank since 2015. Outside of finance, he owns and manages a farm in Keenesburg, Colorado. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 diverse investment offerings.

Michael Blackwell is a Series 66-credentialed financial advisor with Morgan Stanley, based in Albuquerque, NM, bringing 18 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning supported by proprietary tools and offers access to investment strategies guided by its Global Investment Committee.

Brian Bower is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and currently serves on the Board of Advisers for Western Mineral and Oil. Outside of his advisory role, he operates ABQ Concierge Services, a maintenance and clerical service business. 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 utilizes a structured financial planning process supported by firm-approved tools and analytics.

Thomas Parr is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Akash Patel is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2025. Outside of his advisory work, Patel is involved in several retail and online store ventures in Albuquerque as a partner and sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment programs in both advisory and broker-dealer capacities.

William Reardon is a financial advisor at Morgan Stanley in Albuquerque, NM, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2019, following prior roles at Sidley Austin LLP and Georgetown University. Reardon is also a partner in The Eklund Fund, LLC, an investment venture involving agriculture, construction, and real estate. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broader investment and financial product services.

Craig Nova is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 credential and three years of industry experience. He has worked within Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2023. Outside of finance, Nova is involved in the food industry as Culinary Team Lead for The Flavor Experience, an annual conference for food manufacturers and restaurant operators. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured discovery and firm-approved tools in its financial planning process.

Bruce Seligman is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside his advisory role, he is involved in land speculation partnerships focused on long-term raw land holdings in Rio Rancho, New Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 utilizes structured discovery and modeling tools in its planning process.

Shannon Wamre is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and analysis methods.

Amy Heinzelman is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Merrill for two years and spent over a decade at First Tractor Company Limited. Outside of her advisory role, she is the sole proprietor of Inn Harmony LLC, a property management business in New Mexico. 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.

Melanie O'Callaghan is a Series 66-licensed financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Sarai Ordonez is a financial advisor at Morgan Stanley in Albuquerque, NM, holding Series 65 and Series 63 designations with three years of industry experience. Before joining Morgan Stanley in 2024, she worked at Wells Fargo Clearing and Wells Fargo Bank, nA from 2013 to 2024. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes using proprietary estimates and simulations, serving clients through both direct and corporate financial planning agreements.

Christopher Shibley is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is a sole proprietor involved in art and cultural activities. Morgan Stanley Wealth Management provides financial advisory and planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through a structured process and a range of investment programs.

Julia Cohen is a financial advisor at Morgan Stanley with 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Cohen holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm‑approved tools and modeling techniques.

Clovis Martin is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, Martin is involved in residential real estate investment and rehabilitation through his ownership of Real Redhead, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outcome simulations.

Consuelo Meza is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and bringing nine years of industry experience. She previously worked at RBC Wealth Management for seven years prior to joining Morgan Stanley in 2023. Outside of her advisory role, she serves on the Finance Council of the Shrine of St. Bernadette, assisting with parish budgeting and financial oversight. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and wealth management services, managing approximately $2.74 trillion in client assets.

Christopher Guillen is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client and corporate financial planning agreements.

Rosalind Milloy is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Milloy serves as a board member of The Life Center Foundation, a nonprofit focused on youth in Santa Fe, New Mexico. Morgan Stanley Wealth Management offers 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 through both direct and corporate financial planning arrangements.

Cody Bower is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 credential and eight years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Arvest Wealth Management from 2017 to 2021 and served at Cameron University from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by tools such as Secular Return Estimates and Monte Carlo simulations.