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Michael K
Series 66, Series 65
Birmingham, MI
Morgan Stanley
Michael Kaline is a financial advisor at Morgan Stanley in Birmingham, MI, with 21 years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Ashton Young, Inc. and LSG Financial LLC. 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, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment outlooks as part of its financial planning process.
Tanisha F
Series 63, Series 65
Birmingham, MI
Morgan Stanley
Tanisha Farmer is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014. 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 financial planning and estate strategies, managing approximately $2.74 trillion in client assets.
Marcia M
Series 63, Series 66
Birmingham, MI
Morgan Stanley
Marcia Moore is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. She has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include 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 use analytical models such as Monte Carlo simulations.
Daniel S
Series 66
Birmingham, MI
Morgan Stanley
Daniel Sakalian is a Series 66 licensed financial advisor with nine years of industry experience. He has been 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 both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.
Mary F
Series 63, Series 65
Birmingham, MI
Morgan Stanley
Mary Fugelsang is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning processes and a broad range of investment services.
Christina F
Series 65, Series 63
Birmingham, MI
Morgan Stanley
Christina Falahee is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 65 and Series 63 licenses and four years of industry experience. She has been with Morgan Stanley since 2021 and previously worked as a Health Plan Advocate and at Lifetime Fitness. 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 analysis from a dedicated investment committee.
Jay K
Series 63, Series 66
Birmingham, MI
Morgan Stanley
Jay Keranen is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Finance Advisory Board and Advisory Board of Michigan State University’s Broad College of Business, participating in student engagement and mentorship. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, supported by structured planning tools and advisory services.
Scott S
Series 66
Birmingham, MI
Morgan Stanley
Scott Strickland is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves on the finance committee of the Cranbrook Educational Community and is a board member of Resort Pike, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.
George H
Series 63, Series 66
Birmingham, MI
Morgan Stanley
George Hamaty is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., and JPMorgan Chase in various roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and the firm's Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and broker-dealer capabilities.
David D
Series 63, Series 65
Birmingham, MI
Morgan Stanley
David Di Fiore is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023. Prior to that, he spent seven years at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.
John B
Series 63, Series 66, Series 65
Birmingham, MI
Morgan Stanley
John Bueno is a financial advisor at Morgan Stanley with 32 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2023, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves on the board of Trinity Health Oakland and is involved as a partner in several investment-related ventures, including Crypto Ceramics, LLC and Bueno Enterprises, LLC. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning arrangements.
Pamela R
Series 63, Series 66
Birmingham, MI
Morgan Stanley
Pamela Randazzo is a financial advisor at Morgan Stanley in Birmingham, MI, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and manages approximately $2.74 trillion in client assets.
Caelan S
Series 66
Birmingham, MI
Morgan Stanley
Caelan Smusz is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 credential with approximately one year of experience in the industry. Prior to joining Morgan Stanley, he worked at Edward Jones and Dematic Corporation, and has been involved with organizations such as Grand Valley State University - LendGR and Elite Technique Hockey Clinic. He also has ongoing business activities with DoorDash. 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 uses structured planning tools and modeling techniques to support client financial plans and offers diverse investment and advisory services through its broad platform.
Christopher K
Series 66
Birmingham, MI
Morgan Stanley
Christopher Kneale is a Series 66-licensed financial advisor with Morgan Stanley in Birmingham, MI, and has 13 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.
Nancy I
Series 66
Birmingham, MI
Morgan Stanley
Nancy Ingles is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley since 2021, including time with Morgan Stanley Private Bank, N.A. Prior to her financial services career, Ingles was employed at Mercy College for eleven years. Outside of her advisory role, she is involved in various activities including consulting for an online retail company, vocal performance with Box 5 Entertainment, and participation in community and religious organizations such as the Spiritual Life Center and Unity East Church. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery 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.
John R
Series 66, Series 65
Birmingham, MI
Morgan Stanley
John Raetz is a financial advisor at Morgan Stanley in Birmingham, MI, holding Series 65 and Series 66 designations with 21 years of industry experience. His prior work includes seven years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC before joining Morgan Stanley's Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Amber A
Series 66
Birmingham, MI
Morgan Stanley
Amber Atkins is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation with two years of industry experience. Her prior work includes positions at Comerica Bank and The Darren Findling Law Firm, PLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.
Ross H
Series 66
Birmingham, MI
Morgan Stanley
Ross Haffey is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Rocket Mortgage and Chemical Bank. Outside of finance, he is a part-time baseball coach at Origin Athletics, a baseball training facility. Morgan Stanley Wealth Management provides tailored financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a range of advisory programs and investment strategies.
William L
CFP®, Series 66
Birmingham, MI
Morgan Stanley
William Larosa is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with Morgan Stanley since 2012, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is based in Birmingham, MI. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with an emphasis on advisory services rather than direct security recommendations.
Brianna D
Series 66
Birmingham, MI
Morgan Stanley
Brianna Driscoll is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Noble Co and Merrill, as well as an earlier tenure with Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling techniques.
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