Allie Kilroy is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at firms such as RBC Capital Markets, MassMutual Life Insurance Company, and New York Life Insurance Co. Outside of financial services, she is involved with the Capital High School Swim Team in an administrative and fundraising capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Giovanna Svenson is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and is also associated with Morgan Stanley Dw Inc. since 1985. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its services.

Brent Larkin is a Series 66-licensed financial advisor with Morgan Stanley, based in Boise, ID, and has 21 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 offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools to develop financial plans.

Greg Thomas is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Boise, ID. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association, where he has worked since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Deborah Dunn is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 3 years of industry experience. She has worked at Morgan Stanley since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Duane Richter is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, City National Bank, and RBC Capital Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

George Cadwell is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career at Morgan Stanley spans multiple entities since 1998, including Morgan Stanley Private Bank, N.A. outside of his primary advisory roles. Outside of his advisory work, he is a partner in C & L Family Farms, an agricultural business, and a 20% owner of 1.3900 Overland LLC, a commercial real estate investment group. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with investment guidance informed by the Global Investment Committee’s research and modeling techniques.

Nicholas Duncan is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Morgan Stanley, he worked for seven years at RBC Capital Markets, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its financial planning process.

Brianna Watson is a financial advisor at Morgan Stanley with six years of industry experience. She has held positions at Fidelity Investments and Wells Fargo Clearing prior to joining Morgan Stanley. She holds the Series 66 and Series 63 licenses. Morgan Stanley Wealth Management serves 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 utilizes structured planning tools to support its advisory services.

Erika Biggs is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and its Private Bank affiliate since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 in its advisory process.

Brandon Baxter is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at BNY Mellon before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and delivers services across diverse asset management and investment offerings.

Robert King is a financial advisor with Morgan Stanley in Boise, ID. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior experience includes roles at Goldman Sachs and RBC Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and various investment services.

Tanner Tallan is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior work includes roles at Micron Technology and positions at Auburn University and Boise State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Jordan Cannon is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. 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, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model potential outcomes.

James Cox is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he manages a rental property in Meridian, Idaho. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, utilizing structured discovery conversations and firm-approved tools without providing individual security recommendations as part of standalone plans.

Chad Steichen is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and nine years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Wealth Management since 2018, as well as prior experience with the Cleveland Browns. Additionally, he has served in the Boise School District since 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and Corporate Financial Planning agreements.

Tyler Bangs is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Co. of America. Outside of his advisory role, he is a partner in Rove Adventure Co, LLC, a recreation business based in Montana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that utilizes firm-approved tools and methodologies to support clients’ investment and estate planning needs.

Jason Patterson is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Morgan Stanley, he worked at RBC Capital Markets Corporation for 15 years. Outside of his advisory role, Patterson has ownership interests in rental property management businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate structured discovery processes and analytical tools supported by the firm's Global Investment Committee.

John Gwin is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside his advisory role, he serves as a board member for Blue Shield of Idaho. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Robert King is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at RBC Capital Markets Corporation and City National Bank. Outside of finance, he works as an independent contractor providing color commentary and television broadcasting for NCAA basketball games on a local NBC affiliate and serves on advisory boards focused on youth sports, recreational equipment, and local education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and extensive resources.

Curt Haldorson is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses structured discovery and firm-approved tools, offering a range of investment and planning solutions without providing individual security recommendations as part of standalone plans.

Philip Bartlett is a financial advisor with Morgan Stanley in Boise, ID, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. His prior experience includes roles at RBC Capital Markets, LLC and Clearwater Advisors, LLC. He serves as a board member of the Discovery Center of Idaho, a nonprofit focused on children and youth and arts and culture. Morgan Stanley Wealth Management provides a wide range 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 arrangements.

Jacob Grinde is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and four years of industry experience. His prior roles include positions at National Benefit Pros and the University of Idaho. Outside of financial services, he works with The Grove Fitness, a fitness and gym business in Boise. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its advisory services.

Timothy Dixon is a financial advisor with Morgan Stanley in Boise, Idaho, 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. Outside of his advisory role, Dixon is involved in managing Santana Ranch LLC, an agricultural venture in California and Montana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and model-based projections to support its financial planning process.

Tamra Skerjanec is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and previously worked for RBC Capital Markets from 2014 to 2024 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through employer agreements.

Brandon Bailey is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 credentials and bringing 19 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 offers a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeled outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Taylor Thomas is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. Prior to joining Morgan Stanley, Thomas worked briefly at Elk Ridge Landscape. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm‑approved tools to develop personalized plans without providing individual security recommendations.

George Barrios is a financial advisor at Morgan Stanley with 26 years of industry experience. He previously worked at RBC Capital Markets Corporation for 16 years before joining Morgan Stanley in 2024. Outside of his advisory role, he is the sole proprietor of a family living trust involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 financial planning process.

Gary Edwards is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its financial planning process.

Remy Pop is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and held a position at Citigroup Global Markets starting in 2006. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Judith Barbera is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in agricultural business as an employee at Barbera Angus Ranch and serves as a board member and Vice President of Valor Health. 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 modeling techniques as part of its financial planning process.

Jeffrey Towery is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and affiliated with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Leslie Elgin is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Her background includes roles at Boise Art Museum and Boise State University, as well as the University of Colorado, Boulder. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and Corporate Financial Planning agreements.