Chad Ellman is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. 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 guided by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Lance Benzer is a financial advisor with Morgan Stanley, holding a Series 66 license and bringing 19 years of industry experience. He has been with 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 wide array of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Garrett Anderson is a financial advisor based in Bloomington, MN, affiliated with Morgan Stanley. He holds a Series 66 designation and has 14 years of industry experience. Anderson has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured planning tools and broad investment offerings.

Spencer Fossey is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation. He has previous experience at Merrill Lynch and a background that includes positions at the University of Minnesota and Lakeville North High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Kimberly Crook is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation with two years of industry experience. She previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC from 2021 to 2023. Before entering the financial industry, Kimberly had roles in education and caregiving. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs supported by a structured planning process and advanced modeling tools.

Gregory Blackwood is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. In addition to his advisory work, he owns and manages several rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Kelsi Rahm is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and models outcomes with its Global Investment Committee’s estimates and Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

Deborah Mc Kinney is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley since 2017 and previously worked at Merrill from 2013 to 2017. 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 supported by firm-approved tools and a structured planning process.

Jason Collins is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Eric Pemberton is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Fisher Investments, RBC Capital Markets, Traveling Coaches Inc., and Charles Schwab. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Denise Rohrick is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2023, she spent 10 years at UBS Financial Services, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and market scenario modeling.

Eszter Tamas is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, and Ameriprise Financial Services. Tamas has been with Morgan Stanley Smith Barney LLC since 2018. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, 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 roles rather than individual security recommendations.

Richard Gilbert is a CFP® with 29 years of experience in the financial industry. He is currently a financial advisor at Morgan Stanley and previously worked at E*TRADE Capital Management and E*Trade Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with 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 offers services through both direct client relationships and Corporate Financial Planning agreements.

Bridget Lueck is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 using firm-approved tools and modeling techniques.

Charles Mcnamara Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds a Series 63 designation and has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He is based in Bloomington, MN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and scenario modeling in its financial planning process.

Nathan Hildre is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning approach.

Beth Abrahamson is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2020, following over a decade at LPL Financial and Wealth Enhancement Group. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized estate planning groups.

Bryan Rohs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2011. 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 utilizes a structured planning process with firm-approved tools and offers both direct and employer-sponsored financial planning services.

Brian Klecan is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney 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 and financial planning services supported by structured discovery and firm-approved planning tools.

Nathan Rolstad is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC and U.S. Bancorp Investments, Inc. Outside of his advisory role, he is employed in customer service at Target. 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 methodologies.