Rachel De Fer is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Cintas Corporation from 2016 to 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual 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 offers various investment services through advisory and brokerage platforms.

Laura Smith is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC 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 range of advisory programs, including tailored financial planning that utilizes firm-approved tools and scenario modeling to support client planning.

Andrew Shaffer is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation. He began his career at Morgan Stanley in 2023 and has prior work experience in various roles, including at iMBranded and in education. 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’s planning approach uses structured discovery conversations and firm-approved tools to develop tailored financial plans.

David Runyon is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a hockey coach for Cranbrook Schools, a private foundation in Bloomfield Hills, MI. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, utilizing structured financial planning tools and offering access to extensive retail and institutional investment services.

Timothy Brice is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. He is based in Birmingham, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm’s financial planning utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brad Peltier is a financial advisor at Morgan Stanley in Birmingham, MI, holding Series 63 and Series 66 designations with nine years of industry experience. His prior roles include seven years at Merrill and six years at J.P. Morgan Chase. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Jessica Brannan is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2019, following five years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs for individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Fei Teng is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, Teng had roles at Michigan State University and X-Tax. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include 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 analyses.

Olaf Kroneman is a Series 66 licensed financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Outside of his advisory role, Kroneman serves as an assistant coach for a junior varsity lacrosse team at Cranbrook Kingswood. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michael Bellware is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 25 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2009. 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 facilitated by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Virginia Wisely is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at 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 wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and market modeling in its financial planning process.

Brock Caufield is a financial advisor at Morgan Stanley with one year of industry experience and holds the Series 66 designation. His prior roles include positions at Foreside Fund Services, Rock Harbor, and involvement with professional hockey teams such as the Reading Royals and Newfoundland Growlers. 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’s financial planning process utilizes structured discovery conversations and firm-approved tools to model outcomes but does not include individual security recommendations in its standalone planning service.

Jeffrey Stander is a Series 66-licensed financial advisor with Morgan Stanley, based in Birmingham, MI, and has 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank affiliate since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning and investment services supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Sally Cholewka is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial for nine years before joining Morgan Stanley in 2021. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Chukwuma Ehiwogwu is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 11 years of industry experience. He worked at Ameriprise Financial Services, Inc. for seven years before joining Morgan Stanley in 2021. 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 conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Colin Haffey is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. His background includes roles at Morgan Stanley Private Bank, N.A., where he has worked since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market scenario modeling.

Kelly Kwiatkowski is a financial advisor at Morgan Stanley in Birmingham, MI, with 13 years of industry experience. She has been with Morgan Stanley since 2015 and holds Series 63 and Series 66 designations. 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 structured planning tools and methodologies such as Monte Carlo simulations to support its financial planning process.

Brian Brice is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Jeffrey Hoppie is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and with 40 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a wide range of investment and planning solutions.

Dana Divergilio is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 17 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2016, Dana worked at Wells Fargo Advisors, LLC for one year. Morgan Stanley Wealth Management serves both individual and institutional clients by 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 planning services that incorporate advanced modeling techniques such as Monte Carlo simulations.