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Sundance C

Series 63, Series 65, Series 66

Bangor, ME

Morgan Stanley

Sundance Campbell is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Morgan Stanley in 2018, he worked at TIAA-CREF from 2015 to 2018. Outside of his advisory work, Campbell serves on the Board of Directors and Finance and Development Committees for the Penobscot Theatre Company and is involved with the City of Bangor’s Arts & Commission for Cultural Development. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and a range of investment programs supported by firm‑approved planning tools and strategies.

General estate planning guidance
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Dalton I

Series 63, Series 66

Bangor, ME

Morgan Stanley

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.

General estate planning guidance
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Aram K

Series 63, Series 66

Bangor, ME

Morgan Stanley

Aram Khavari is a financial advisor with Morgan Stanley in Bangor, Maine, holding Series 63 and Series 66 credentials and offering 28 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Khavari serves as Finance Committee Chair and Vice Chair of the Board for the Northern Light Health Foundation and is also a drummer in the local band OneSixtyOne. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers services through its network of Financial Advisors and specialized planning groups.

General estate planning guidance
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Samantha B

Series 63, Series 65

Bangor, ME

Morgan Stanley

Samantha Becker is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009, including her current role at Morgan Stanley Private Bank, N.A. She is based in Bangor, Maine. 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 that uses structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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