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Robert W
Series 66
Charleston, SC
Morgan Stanley
Robert Wills is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with 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 wide range of advisory programs, including tailored financial planning and utilizes firm-approved tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates for modeling outcomes.
Madeline H
Series 66
Charleston, SC
Morgan Stanley
Madeline Huggins is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2013. 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 supported by firm-approved tools and methodologies.
Francis F
Series 63, Series 65
Charleston, SC
Morgan Stanley
Francis Ford III is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services that leverage structured planning tools and market modeling techniques.
Terri M
Series 65, Series 66
Charleston, SC
Morgan Stanley
Terri Murray is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 services through both direct client relationships and Corporate Financial Planning agreements.
Coalter S
Series 66
Charleston, SC
Morgan Stanley
Coalter Smith is a financial advisor at Morgan Stanley in Charleston, SC, holding a Series 66 designation. He began his advisory career in 2026 and previously worked with the PGA Tour Americas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models.
Avron L
Series 63, Series 65
Charleston, SC
Morgan Stanley
Avron Lesser is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.
James R
Series 63, Series 65
Charleston, SC
Morgan Stanley
James Richman is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 20 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 individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client financial goals.
Walton R
Series 63
Charleston, SC
Morgan Stanley
Walton Robinson is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds a Series 63 designation and has worked at various Morgan Stanley entities since 2008, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, integrating firm-approved tools and research in its structured planning process.
Frank W
Series 63, Series 66
Charleston, SC
Morgan Stanley
Frank Wootton IV is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 66 registrations and 14 years of industry experience. His work history includes roles at Morgan Stanley Private Bank and J.P. Morgan Securities. 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 employs structured planning tools and a range of investment strategies, serving clients through direct and corporate financial planning agreements.
Ellis H
Series 66, Series 63
Charleston, SC
Morgan Stanley
Ellis Hargadon is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Fidelity Investments and Massachusetts Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.
Alexander S
Series 66
Charleston, SC
Morgan Stanley
Alexander Shields is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has previously worked with Quail Valley Golf Course and Square Pizza LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and planning tools, with a focus on advisory services rather than individual security recommendations.
John C
Series 63, Series 65
Charleston, SC
Morgan Stanley
John Crawford is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.
Scott F
Series 63, Series 66
Charleston, SC
Morgan Stanley
Scott Fried is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes roles at Cowen and Company, LLC, BTIG LLC, and JP Morgan entities prior to joining Morgan Stanley Smith Barney LLC. He is based in Charleston, SC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including financial and estate planning services supported by advanced modeling tools.
Christopher M
Series 66
Charleston, SC
Morgan Stanley
Christopher Molineaux is a financial advisor at Morgan Stanley with a Series 66 designation. He joined the firm in 2026 and has prior experience at the College of Charleston and the University of Alabama, as well as positions outside the financial industry. 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 various advisory programs, managing approximately $2.74 trillion in client assets.
Timothy K
Series 66
Charleston, SC
Morgan Stanley
Timothy Kane is a Series 66-licensed financial advisor with Morgan Stanley in Charleston, SC, with 17 years of industry experience. He has been with Morgan Stanley and its affiliates since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and proprietary tools to support client outcomes and delivers services through a combination of advisory and brokerage capacities.
Austin G
Series 66
Charleston, SC
Morgan Stanley
Austin Graham is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at the New York Mets and HomeAdvisor, as well as involvement with the No Limit Ballers Lacrosse Club. 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 investment research.
Eric S
Series 66, Series 65
Charleston, SC
Morgan Stanley
Eric Snyder is a financial advisor at Morgan Stanley in Charleston, SC, holding Series 66 and Series 65 licenses with nine years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at Wood Group from 2013 to 2017. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.
Niccolo M
Series 66
Charleston, SC
Morgan Stanley
Niccolo Myers is a financial advisor at Morgan Stanley in Charleston, SC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Jonathan Cummins and Jenis, as well as military service in the Armed Forces. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies.
Keane R
Series 66
Charleston, SC
Morgan Stanley
Keane Robinson is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. 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 utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.
Stephan Z
Series 63, Series 66
Charleston, SC
Morgan Stanley
Stephan Zacharkiw is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.
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