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John W
Series 63, Series 65, Series 66
Bluffton, SC
Morgan Stanley
John Walter is a financial advisor with Morgan Stanley Wealth Management in Bluffton, SC, holding Series 63, 65, and 66 designations and 23 years of industry experience. He previously worked at Bank of America for 23 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. 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 customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools without providing individual security recommendations as part of standalone financial plans.
Gordon H
Series 63, Series 65
Bluffton, SC
Morgan Stanley
Gordon Hamilton III is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has been with Morgan Stanley in various roles since 2009, including positions at Morgan Stanley Private Bank, National Association since 2015, and previously at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm’s financial planning approach uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.
Craig R
Series 63, Series 65
Bluffton, SC
Morgan Stanley
Craig Raymond is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.
Justin C
Series 63, Series 65
Bluffton, SC
Morgan Stanley
Justin Carpenito is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with Veritasity Labs, LLC, which develops a behavioral health and wellness smartphone application. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.
Christopher D
Series 63, Series 65
Bluffton, SC
Morgan Stanley
Christopher Dubie is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since the late 1990s. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.
Bruce B
Series 63, Series 65
Bluffton, SC
Morgan Stanley
Bruce Becker is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Becker also serves as an executor for estates and is a partner in a real estate business. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.
John B
Series 63, Series 65
Bluffton, SC
Morgan Stanley
John Bankhead is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. His career includes roles at UBS Financial Services Inc. and Morgan Stanley Private Bank, N.A. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering 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 both directly and through employer-sponsored agreements.
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