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John D
Series 63, Series 65
Birmingham, AL
Morgan Stanley
John Damrich is a financial advisor at Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Stifel. Outside of finance, he has worked in several capacities at The University of Alabama and briefly at Innisfree Irish Pub. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.
Charles N
Series 66
Birmingham, AL
Morgan Stanley
Charles Norwood is a Series 66 registered advisor with Morgan Stanley in Birmingham, Alabama, where he has worked since 2013, including 11 years at Morgan Stanley Private Bank, National Association. He has 23 years of industry experience. Outside of his advisory role, he is an officer of Ricky's Place, LLC, a recreation business in Birmingham. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with 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 in its financial planning process.
Joe G
Series 66
Birmingham, AL
Morgan Stanley
Joe Greene is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of Greene, Morton & Associates. He has been with Merrill Lynch since 2011, bringing over 15 years of experience in financial analysis, business development, and financial management. Joe provides personalized financial strategies to high net worth individuals, families, business owners, and retirees. His approach focuses on understanding each client's unique goals and circumstances to develop tailored financial planning, retirement planning, investment management, risk management, tax-efficient strategies, estate and legacy considerations, and wealth accumulation planning. Joe holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and a Master's in Business Administration with concentrations in Finance and Strategic Management from the University of Alabama, where he also earned his bachelor's degree in management. He is affiliated with the University of Alabama Alumni Association and serves as Board Chair for Food For Our Journey. Prior to his career as a financial advisor, Joe worked in healthcare administration and as a small business CFO. Outside of work, he enjoys spending time with his family, coaching youth sports, playing golf, hunting, and fishing.
Donna W
Series 63, Series 66
Birmingham, AL
Morgan Stanley
Donna Womack is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and 35 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2003 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with comprehensive financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models in its advisory process.
Kelly W
Series 63
Birmingham, AL
Morgan Stanley
Kelly Webb is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 63 designation and 25 years of industry experience. She previously worked at Merrill from 2008 to 2022 before joining Morgan Stanley Smith Barney LLC 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 uses structured planning tools and investment models as part of its advisory services.
Cherice M
Series 63, Series 65
Birmingham, AL
Morgan Stanley
Cherice Mccray is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo firms. Outside of finance, she is the owner of Chicby Cherice, providing bridal and special occasion makeup services. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning agreements.
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