William Grooms is a CFP® with 28 years of industry experience, currently serving as an advisor at Morgan Stanley in Birmingham, AL. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. 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 operates both as an SEC-registered investment adviser and broker-dealer.

K. Shaun Cosby is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2005 and serves clients including individuals, families, executives, professionals, and business owners. Shaun's expertise encompasses comprehensive wealth management strategies, with a focus on retirement planning, managing generational wealth, and navigating complex financial decisions through personalized plans and portfolio management. Shaun holds a bachelor's degree in Social and Behavioral Sciences from the University of Alabama at Birmingham. He is a CERTIFIED FINANCIAL PLANNER (CFP) and holds the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) credential. His recognition includes listings on Forbes America's Top Next-Generation Wealth Advisors in 2018 and Forbes Best-In-State Wealth Advisors from 2019 through 2026. In addition to his advisory role, Shaun has served as Resident Director of the Birmingham South office, providing leadership and oversight. He is active in community and volunteer work, having chaired Easterseals of the Birmingham Area and contributed to his church's Administrative & Finance Committee. Shaun also serves on the Board of Directors at Greystone Golf & Country Club. He lives in Hoover, Alabama with his wife and son, and has personal interests in football, genealogy, golf, music, running, swimming, tennis, traveling, and spending time with family.

Lillian Rumbley is a financial advisor at Morgan Stanley with a Series 66 license and one year of industry experience. She previously worked at Merrill Lynch and Northwestern Mutual, and has an academic background from the University of Alabama. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not provide individual security recommendations as part of its standalone planning services.

Andrew Miller is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 7 years of industry experience. He has been with Morgan Stanley since 2014, including 7 years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm uses a structured planning process with firm-approved tools and offers investment solutions supported by its Global Investment Committee.

Victoria Morris is a financial advisor at Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses with 11 years of industry experience. Her prior experience includes roles at Charles Schwab and TD Ameritrade. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets and offering services through both direct and corporate financial planning agreements.

Richard Mansour is a financial advisor at Morgan Stanley with Series 65 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured planning tools and advisory services supported by its Financial Advisors and Estate Planning Strategies Group.

Schuyler Baker III is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with 12 years of industry experience. He has worked at Morgan Stanley since 2018 and previously spent four years at Bank of America and Merrill. Morgan Stanley Wealth Management offers a broad 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 through both individual and corporate financial planning arrangements.

Brian Vukovich is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Raymond James, Regions Financial, and the Tidwell Group. Outside of advisory work, he is involved as a partner and officer in X4 Homewood, a recreation-related business in Birmingham. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, emphasizing structured financial planning and offering access to extensive investment resources and strategies.

Thomas Israel is a Certified Financial Planner (CFP®) with 22 years of experience in the financial services industry. He currently serves with Morgan Stanley, where he has worked since 2022, following prior roles at Bank of America and Merrill. Outside of his advisory work, he is a board member of Vestavia Country Club and a partner in Barefoot and Beloved Design, LLC, a company involved in technology, manufacturing, and biotechnology. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through financial advisors and estate planning strategies.

Patrick Morgan is a financial advisor with Morgan Stanley in Birmingham, Alabama, holding a Series 66 license and bringing 25 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Morgan serves on the board of the 1st and Ten Club of Alabama, a nonprofit organization. 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 modeling techniques.

Zachary Turnage is a financial advisor at Morgan Stanley in Birmingham, AL, holding Series 65 and Series 66 licenses with six years of industry experience. He previously worked at Harbert Management Corporation for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley in 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and analytical tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Susan Rapier is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jordan Horn is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with Morgan Stanley and Morgan Stanley Private Bank, National Association, since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array 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 financial planning process using firm-approved tools and modeling techniques.

Kimberly Mc Queen is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 credential and 26 years of industry experience. She has been with Morgan Stanley since 2009 and has served at Morgan Stanley Private Bank, National Association since 2017. Outside of her advisory work, she is an independent contractor for Willow House Jewelry by Sara Blaine. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, emphasizing tailored financial planning and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and incorporates quantitative tools like Monte Carlo simulations in its planning approach.

Caroline Guy is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. She is currently based in Birmingham, AL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations as part of its advisory process.

Caroline Fuerniss is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning, supported by firm-approved tools and methodologies such as Secular Return Estimates and Monte Carlo simulations.

Louis Cloud is a financial advisor at Morgan Stanley with 46 years of industry experience. He has held positions at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2002 to 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm emphasizes a structured planning process supported by proprietary tools and delivers services across retail and institutional markets.

Logan Barnes is a Series 66-licensed financial advisor with Morgan Stanley in Birmingham, AL, with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Progress Bank from 2021 to 2023 and has a background that includes a year at Forge Chiropractic and four years as a full-time student. 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 a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

George Oller is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2007, including roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with Training Consultants Inc., a training business he operates outside regular business hours. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client goals, acting primarily in an advisory capacity.

John Wilson Jr. is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is involved in sports broadcasting as a football analyst for the University of Alabama and other Southeastern Conference games and is the owner of a restaurant business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm emphasizes structured planning using approved tools and models, serving clients through various advisory and brokerage channels.