Patrick Malzone is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

James Pittel III is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and having six years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017, with prior experience at Jackson National Life and Michigan State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and advanced modeling tools.

Steven Zatkin is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Outside of his advisory work, he serves as co-trustee for a family trust and is involved in neighborhood maintenance through his homeowners association. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm‑approved tools and offers a range of investment and advisory solutions across retail and institutional markets.

Eric Whipple is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Morgan Stanley, having worked previously at Wells Fargo Clearing and Wells Fargo Advisors. His background includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and models to support client goals.

Stephen Cooper is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and advanced modeling tools, serving clients through a range of services including Corporate Financial Planning agreements.

Michael Barber is a Series 66-credentialed financial advisor with 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and previously spent seven years with UBS Financial Services. He is based in Farmington Hills, MI. 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 utilizes structured discovery processes and firm-approved tools as part of its planning approach.

Blake Schochet is a financial advisor at Morgan Stanley with 18 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current role. He holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by proprietary tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides a broad range of services including retail and institutional investment solutions.

Kenneth Pallach is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley entities since 2009, currently serving at Morgan Stanley Private Bank, N.A. in Bloomfield Hills, MI. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include integrated planning without individual security recommendations as part of standalone programs.

Keith Mahle is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has held roles at Morgan Stanley Smith Barney and Citigroup Global Markets dating back to 1996. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis provided by its Global Investment Committee.

Christina Gaitley is a financial advisor at Morgan Stanley with 40 years of industry experience. She previously worked at Merrill from 1984 to 2024 before joining Morgan Stanley Smith Barney LLC. She holds Series 63 and Series 66 designations. 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 tailored financial planning services that incorporate advanced tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

Patrick Martin is a CFP®-certified financial advisor with Morgan Stanley in Bloomfield Hills, MI, bringing 31 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through dedicated Financial Advisors and an Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Mark Foster is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs that utilize structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its extensive network of advisors.

John Ivkov is a financial advisor at Morgan Stanley in Bloomfield Hills, MI, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he held various roles including positions at Moving States and Harman Corporation, and was a full-time student at Michigan State University. He previously managed Ivkov Enterprises, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm’s approach involves structured discovery conversations and planning tools, employing modeling techniques such as Monte Carlo simulations to support client financial plans.

Cameron Lail is a financial advisor at Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at UBS Financial, Edward Jones, and Cetera-affiliated firms. Outside of his primary role, he is involved with Featured Wealth Management, a securities-related business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers a broad range of investment products and services.

Amy Birdsong is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Merrill from 2016 to 2024 before joining Morgan Stanley. Outside of her advisory role, she operates Amy Desiree Coaching, a consulting and community-focused business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Louis Nader IV is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Ameriprise Financial Services and Comerica Securities. He has also been involved with ICS Treasury Management, a cash management platform serving individuals and institutional clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques.

Donald Krempa is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and 37 years of industry experience. His career includes roles at Citigroup Global Markets since 1993 and Morgan Stanley Smith Barney since 2009. He has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Thomas Jacobs is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 43 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.

Brandon Mudloff is a CFP® professional with 18 years of experience in financial advising. He is currently with Morgan Stanley, having joined in 2023 after seven years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. Morgan Stanley Wealth Management serves individuals and institutional clients with a 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 approved tools to model outcomes and generally acts in an advisory capacity for financial planning services.

Christopher Misterovich is a financial advisor at Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses with 37 years of industry experience. He previously worked at Comerica Securities and Comerica Investment Services for over three decades and spent three years at Ameriprise before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and scenario modeling, delivering a broad range of investment and financial services.