Melissa Porco is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and previously worked at AVON Products for 13 years. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process incorporating firm-approved tools and modeling techniques without providing individual security recommendations as part of standalone planning.

Gail Ginn is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup Global Markets since 1993 and Morgan Stanley Smith Barney since 2009. 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 services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and scenario modeling.

James Mitchell is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analytical models.

Michael Player is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. 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 firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

William Wykle is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. He previously worked at Highland Associates for eleven years and has been with Morgan Stanley Smith Barney LLC since 2022. Wykle serves on the Investment Committee of the Independent Presbyterian Church in Birmingham, Alabama. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves individuals 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 utilizes structured planning tools and models as part of its financial planning process.

Alfredo Formentano is a financial advisor at Morgan Stanley in Birmingham, AL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He previously worked at Merrill from 2008 to 2022 before joining Morgan Stanley in 2022. 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 employs a structured planning process supported by firm-approved tools and modeling techniques.

Michael Parham is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and 46 years of industry experience. His career includes roles at Merrill, Bank of America, and Morgan Stanley Smith Barney LLC, with over three years at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools.

Caroline Gallahar is a financial advisor at Morgan Stanley in Birmingham, AL, with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for four years. 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, managing approximately $2.74 trillion in client assets.

Bridget Buckley is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with six years of industry experience. She has worked at Morgan Stanley since 2019 and has prior experience in retail and nonprofit sectors, including roles at The Gold Standard New York and the Lee County Humane Society. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that combine advisory and brokerage capabilities.

Thomas Norris is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at various Morgan Stanley entities since 2008, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Matthew Smith is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. 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 supported by structured processes 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.

Robert Giles is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Giles also serves as a stadium announcer for the University of Alabama and is a deacon with Vestavia Hills Baptist Church. Additionally, he operates Power Play, providing voiceovers for radio and television commercials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutions. The firm’s financial planning process employs firm-approved tools and modeling techniques, serving clients through tailored financial plans and corporate financial planning agreements.

Mark Melichar is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 credential with 13 years of industry experience. His career includes roles at Bank of America and Merrill Lynch from 2012 to 2023 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

David Searcy is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2013, including 11 years with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individual 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 uses structured discovery processes and firm-approved tools to develop financial plans.

Susan Barnes is a financial advisor at Morgan Stanley with 24 years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Barnes holds Series 63 and Series 65 licenses. 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 and utilizes structured planning tools and investment models in its financial planning process.

John Terry is a financial advisor at Morgan Stanley with 29 years of industry experience. He has held positions at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets from 1998 to 2009. He holds Series 63 and Series 65 licenses. 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 and financial planning services, utilizing structured planning tools and modeling techniques to support client goals.

Paxton Heath is a CFP®-designated financial advisor with Morgan Stanley in Birmingham, Alabama, and has 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of his advisory work, he is the sole proprietor of rental property businesses in Norman, Oklahoma, and Auburn, Alabama. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Alistair Harding Smith is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and bringing 23 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 serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients in financial decision-making.

Benjamin Morton is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, Charter Communications, and Massachusetts Mutual Life Insurance. 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 structured planning tools alongside advisory services.

Braxton Weimer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney and its Private Bank division since 2009. He is based in Birmingham, Alabama. 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, including customized financial planning services and access to a diverse array of investment products.