Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Sante B

Series 66

Bloomfield Hills, MI

Morgan Stanley

Sante Bologna is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked in various roles, including sales and marketing at Patriot Auto Services. Outside of his advisory work, he operates private sales through eBay. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
user avatar
firm logo

David A

Series 63, Series 65

Bloomfield Hills, MI

Morgan Stanley

David Aquilina is a financial advisor at Morgan Stanley with 31 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, following seven years at Wells Fargo Clearing and four years at Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 the Global Investment Committee’s Secular Return Estimates.

General estate planning guidance
user avatar
firm logo

John N

Series 63, Series 66

Bloomfield Hills, MI

Morgan Stanley

John Nader is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He previously worked at Comerica Securities for 27 years and Ameriprise for three years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves 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 proprietary tools and research.

General estate planning guidance
user avatar
firm logo

Matthew K

Series 63, Series 66

Bloomfield Hills, MI

Morgan Stanley

Matthew Keil is a financial advisor with Morgan Stanley Wealth Management in Bloomfield Hills, MI, holding Series 63 and Series 66 registrations with 26 years of industry experience. His prior experience includes over two decades at Comerica Securities and three years with Ameriprise. Outside of advisory work, he is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with tailored financial planning and a broad range of advisory programs.

General estate planning guidance
user avatar
firm logo

Mark G

Series 66

Bloomfield Hills, MI

Morgan Stanley

Mark Genovese is a Series 66 licensed financial advisor with 20 years of industry experience, currently serving at Morgan Stanley in Bloomfield Hills, MI. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning for individuals and institutional clients, managing approximately $2.74 trillion in client assets across a range of services.

General estate planning guidance
user avatar
firm logo

Nivjola L

Series 63, Series 66

Bloomfield Hills, MI

Morgan Stanley

Nivjola Lamani is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is a sole proprietor of a real estate and property rental business, with minimal personal involvement in day-to-day management. 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, focusing on tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

General estate planning guidance
user avatar
firm logo

Robert P

Series 63, Series 65

Bloomfield Hills, MI

Morgan Stanley

Robert Parks is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1993. 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 supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

General estate planning guidance
user avatar
firm logo

Brian A

Series 66

Bloomfield Hills, MI

Morgan Stanley

Brian Apple is a financial advisor at Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation with one year of industry experience. He previously held various roles at Michigan State University and worked in different capacities including at Szott Automotive Group and Detroit Catholic Central High School. Outside of his advisory work, he is involved with Elite Elements LLC as a social media ambassador focusing on content creation. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning tools and a discovery-based approach without providing individual security recommendations as part of standalone plans.

General estate planning guidance
user avatar
firm logo

Amanda D

Series 66

Bloomfield Hills, MI

Morgan Stanley

Amanda Deveaux is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Morgan Stanley since 2023 and was previously with Ameriprise for eight years. Outside of her advisory role, she is involved with two Michigan-based businesses focused on event planning and staffing services. Morgan Stanley Wealth Management serves individuals and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including scenario modeling, to support its services.

General estate planning guidance
user avatar
firm logo

Joseph C

Series 66

Bloomfield Hills, MI

Morgan Stanley

Joseph Carter is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2009 to 2024 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar
firm logo

Christopher M

Series 63, Series 65, Series 66

Bloomfield Hills, MI

Morgan Stanley

Christopher Martin is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022, he worked at Ameriprise Financial Services for 13 years. He is also involved in independent insurance brokering and real estate property management through a family-owned investment company. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary research to guide its advisory approach and offers diverse investment products and services across retail and institutional markets.

General estate planning guidance
user avatar
firm logo

Christopher C

Series 63, Series 65

Bloomfield Hills, MI

Morgan Stanley

Christopher Cueter is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes three decades at Comerica Securities, followed by roles at Ameriprise before joining Morgan Stanley in 2026. He is involved in Maestro Cash Management, a financial-related activity outside his primary advisory role. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by recognized investment analysis tools.

General estate planning guidance
user avatar
firm logo

John S

Series 63, Series 65

Bloomfield Hills, MI

Morgan Stanley

John Stillwagon is a financial advisor with Morgan Stanley in Bloomfield Hills, MI. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2010. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial planning services.

General estate planning guidance
user avatar
firm logo

Richard N

Series 63, Series 65

Bloomfield Hills, MI

Morgan Stanley

Richard Nauer is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning that uses firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

General estate planning guidance
user avatar
firm logo

Matthew D

Series 66

Bloomfield Hills, MI

Morgan Stanley

Matthew Dzieciolowski is a financial advisor at Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 license with one year of industry experience. His prior work includes roles at MDVIP, Smith and Nephew, MDMD Sales, LLC, and Medacta USA. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, offering tailored financial planning supported by approved tools and research. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional offerings with additional activities such as private funds and structured-product services.

General estate planning guidance
user avatar
firm logo

Matthew W

Series 63, Series 66

Bloomfield Hills, MI

Morgan Stanley

Matthew Wagner is a financial advisor with Morgan Stanley Wealth Management in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He previously worked at Comerica Securities for 19 years and Ameriprise for 3 years. Wagner is involved with Financial Oxygen, a cash management platform serving corporate and institutional clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
user avatar
firm logo

Linda H

Series 63

Bloomfield Hills, MI

Morgan Stanley

Linda Hoisington is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 63 designation and bringing 34 years of industry experience. Her career includes previous roles at Wells Fargo Clearing and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes structured financial planning processes and a variety of investment and advisory offerings.

General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")