Andrew Meyer is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at the Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory role, Meyer is the owner of AMG LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers planning solutions supported by proprietary tools and research, operating primarily in an advisory capacity.

Patrick Malzone is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and has been with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies such as Global Investment Committee return estimates and Monte Carlo simulations as part of its planning process.

James Pittel III is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2019. Prior to joining Morgan Stanley, he was employed by Jackson National Life and has experience connected to 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. The firm offers tailored financial planning supported by structured discovery conversations and proprietary tools, managing approximately $2.74 trillion in client assets.

Steven Zatkin is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of his advisor role, he serves as co-trustee for a family trust and participates in neighborhood maintenance through a homeowners association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Eric Whipple is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Wells Fargo Clearing during his career. He is currently based in Bloomfield Hills, MI. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Stephen Cooper is a financial advisor with Morgan Stanley in Bloomfield Hills, MI. He holds Series 63 and Series 65 designations and has 48 years of industry experience. His prior roles include positions at Wells Fargo Clearing and earlier tenures at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 using firm-approved tools and methodologies.

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 with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He previously worked at Wells Fargo Clearing for seven years before joining Morgan Stanley Smith Barney LLC, where he has been since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support financial decision-making.

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 at Morgan Stanley with 29 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent 13 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating firm‑approved tools and market outlook models.

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 32 years of industry experience. He currently works at Morgan Stanley in Bloomfield Hills, MI, having held positions within Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client responsibility for implementation and updates.

Mark Foster is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, RBC Capital Markets, and Ferris, Baker Watts. He has been with Morgan Stanley since 2016 in various capacities, including the Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include financial planning, brokerage, and access to private funds and principal trading activities.

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 Harman Corporation and experience as a full-time student at Michigan State University. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets through structured planning tools and a broad range of investment 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 at Morgan Stanley with five years of industry experience and a Series 66 designation. His prior experience includes roles at Ameriprise Financial Services and Comerica Securities. Nader is also involved with ICS Treasury Management, a cash management platform serving individual, corporate, and institutional clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and research.

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 19 years of industry experience, currently with Morgan Stanley in Bloomfield Hills, MI. He has previously worked at Wells Fargo Clearing and had an earlier tenure at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

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.