Teresa Watson is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Stifel Nicolaus and Wells Fargo Advisors. In addition to her advisory role, she is a licensed notary in Michigan. 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.

Dominic Polidori is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Morgan Stanley and J.P. Morgan in various capacities. He also serves as an advisor for the Alliance of M&A Advisors in Detroit, providing networking and content support. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and analysis.

Jacob Princinsky is a financial advisor with Morgan Stanley, holding a Series 66 credential and one year of industry experience. His background includes roles at Morgan Stanley Smith Barney LLC and entrepreneurial activities with Great Harvest Bread Co. He has also worked in various customer service positions and participated in business education at Grand Valley State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing structured tools and modeling techniques.

Nicholas Bonema is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. His prior roles include positions at Equitable Advisors and at university settings such as the University of Nevada - Las Vegas and Loyola University. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and corporate financial planning agreements.

Derek Brody is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of his advisory work, he is a guitar player involved with a local band in Linden, Michigan. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, within its financial planning process.

Heidi Kriewall is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at 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, offering a range of advisory programs and financial planning services supported by firm-approved tools and research.

Jasmine Patel is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, Merrill, PNC Bank, and other firms. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to model outcomes, offering advisory services without providing individual security recommendations as part of standalone plans.

Thomas Shelly is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and 41 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Glen Hackman is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and 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, and manages approximately $2.74 trillion in client assets.

Richard Gorman is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Morgan Stanley Private Bank, National Association since 2015. Gorman has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Patrick Rivard is a financial advisor with Morgan Stanley in Birmingham, Michigan, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. 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 and financial planning services supported by structured planning tools and proprietary modeling techniques.

Lee Cabelof is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a process that incorporates structured discovery and advanced planning tools.