Jacob Gomolak is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual and West Virginia School of Business and Economics. He has also worked in education and hospitality sectors. 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 using firm-approved tools and quantitative models.

Jason Burke is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial planning typically in an advisory capacity without individual security recommendations.

Quin Cable is a financial advisor with Morgan Stanley in Charleston, WV, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, Quin worked at Bank of America, Merrill, RW Baird, and several other firms, including a lengthy period in education. 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 that utilize structured discovery processes and firm-approved tools.

Conner Fowler is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at MVB Financial Corp., West Virginia University, and Northwestern Mutual. Outside of finance, Fowler has been involved with several business ventures including Aloha Management LLC and Morgantown Wing Company, LLC. Morgan Stanley Wealth Management is a global investment adviser and broker-dealer servicing both individual and institutional clients. The firm offers a variety of advisory programs centered on tailored financial planning and employs advanced modeling tools to support client strategies.

Matthew Kelly is a Series 66-licensed financial advisor with Morgan Stanley, based in Charleston, WV. He has 11 years of industry experience and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support client financial plans.

Jason Thompson is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as Treasurer for a political organization in Charleston, West Virginia, and manages a family farm in Elkview, West Virginia. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and offers services including tailored financial planning and estate planning strategies.

Jessi Mills is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has previously worked at J.P. Morgan Securities and United Brokerage Services, Inc. Mills serves on the boards of the American Heart Association and the YWCA in Charleston, WV, where she volunteers in leadership and finance roles. 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 broad range of advisory programs, managing approximately $2.74 trillion in client assets.

David Snyder is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to joining Morgan Stanley, he worked at Citigroup Global Markets from 2004 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings as well as specialized investment products.

Mark Mitchell is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Michael Hill is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, following a three-year tenure at Citigroup Global Markets. Hill serves on the board and investment committee of the Big Green Scholarship Foundation, a nonprofit involved in education and sports in Huntington, West Virginia. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to clients and through Corporate Financial Planning agreements.

Andrew Elliot is a financial advisor with Morgan Stanley in Charleston, WV, holding a Series 66 designation. He has experience at Morgan Stanley since 2025 and previously worked at City National Bank. Outside of advisory roles, he serves as a board member of Commercial Holdings Incorporated, a holding company that previously operated a nursing home business, and is a limited partner in a private equity firm, HC Capital Partners. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process using tools like Secular Return Estimates and Monte Carlo simulations, serving clients primarily in an advisory capacity.

Edward Nichols is a financial advisor with Morgan Stanley in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes tenures at Citigroup Global Markets from 1993 to 2009, followed by roles 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 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 approved tools and market simulation techniques.

Kevin Mc Glothen is a financial advisor with Morgan Stanley in Charleston, West Virginia, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A., and prior to that worked at United Brokerage Services, Inc. Outside of his advisory work, he serves as an assistant high school swim coach and is involved in officiating swim meets. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individuals and institutions, offering financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs and planning services.

Brian Mcclung is a financial advisor with Morgan Stanley in Charleston, WV, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at various Morgan Stanley entities since 2005 and briefly at Wells Fargo Clearing in 2005. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Melissa Short is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including Secular Return Estimates and Monte Carlo simulations to model outcomes.

Joel Mcdavid is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and Merrill in various capacities since 2002. His current role at Morgan Stanley Private Bank began in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, to support its financial planning process.

Thad Taylor is a financial advisor with Morgan Stanley in Charleston, WV, holding a Series 66 license and four years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and a brief period with Kroger Co. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and emphasizes an advisory approach without providing individual security recommendations as part of its standalone planning program.

David Long Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with 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 that offers a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Andrew Zban is a financial advisor with Morgan Stanley in Charleston, WV, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at N3 and La Familia and was affiliated with Marshall University. Morgan Stanley Wealth Management serves individual and institutional clients, offering 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 provides services through a structured planning process without individual security recommendations as part of standalone plans.

Danny Wilkinson is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2019 and previously at Unified Trust Company from 2016 to 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Geoffrey Korwan is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes positions at Citigroup Global Markets from 1992 to 2009 and at Morgan Stanley Smith Barney since 2009, transitioning to Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling techniques in its advisory process.

John Dawson II is a financial advisor with Morgan Stanley in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. Dawson serves on the sales advisory council at the University of Charleston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers a broad range of services including estate planning and investment management.

Christopher Heller is a CFP®-certified financial advisor with Morgan Stanley, based in Charleston, West Virginia. He has 18 years of industry experience and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He serves as a board member of the WV Smart529 Board of Trustees. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and diverse investment strategies to deliver comprehensive financial services.

Cassandra Williamson is a Series 66-licensed financial advisor at Morgan Stanley with 13 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

John Quisenberry is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated private bank since 2017, following prior roles at Bank of America and Merrill. Outside of his advisory work, he is the owner of Q2 Realty, LLC, a business involved in managing a single-family rental property in West Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Michael Fannin is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and is based in Charleston, WV. Outside of his advisory role, he has been involved in the restaurant industry as a cashier and server at Pepperoni Grill LLC. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Kelly Castleberry III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. during multiple periods. Castleberry serves on the advisory board for The Clay Center for Arts and Sciences in Charleston, West Virginia. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and a range of investment programs supported by structured planning tools and quantitative modeling.

Andrew Lewis is a financial advisor at Morgan Stanley in Charleston, WV, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Ameriprise and Northwestern Mutual Investment Services. Outside of finance, he has experience in landscaping and worked at Berry Hills Country Club. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but does not provide individual security recommendations as part of its standalone planning.