Mary Chase is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Merrill from 1997 to 2021 and Morgan Stanley Smith Barney LLC from 2021 to 2022 before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a 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 delivers services through both direct relationships and Corporate Financial Planning agreements with employers.

Philip Dusek is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 credential and three years of industry experience. Before joining Morgan Stanley in 2024, he worked at UBS Wealth Advice Center and Principal Securities, among other firms. He serves as a board member of HubClub Inc., a technology company based in Charlotte, focusing on fundraising and business development. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Geoffrey Elliott is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Bankers Life. Outside of finance, he occasionally performs maintenance on a rental property managed by his spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Anthony Prudhomme is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an independent knife maker. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Gianni Abballe is a CFP® certified financial advisor at Morgan Stanley with 13 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee estimates in its financial planning process.

Nicholas De Camillo is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017, including a prior role with Morgan Stanley Services Group, Inc. He also has experience at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Jeremy Mcpherson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2023, he worked for UBS Financial Services for 15 years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

Manuel Martinho is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 66 and Series 63 designations and bringing 26 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2021, and previously worked at Unionbanc Investment Services for 15 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include financial planning and estate strategies, operating primarily in an advisory capacity.

James Richardson is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2010. 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 that uses structured discovery processes and firm‑approved planning tools, managing approximately $2.74 trillion in client assets.

Lisa Mirabella is a financial advisor at Morgan Stanley in Charlotte, NC, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2012. Outside of her advisory role, she is employed with Doordash and Instacart in labor and service capacities. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process incorporating scenario modeling and firm-approved tools.

Indira Tinsley is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 license with nine years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously spent 13 years at Carolinas HealthCare System. Outside of her advisory role, she serves as a referral coordinator for Women in Networking, a community organization in Charlotte. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes and advanced modeling tools, offering a broad range of investment and financial services.

Gregory Duckworth is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a board member for South Charlotte Partners, Inc. and is the sole proprietor of Eureka Trading Company, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include collaboration with employer-based corporate financial planning.

Holly Clark is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following five years at both Bank of America, N.A. and Merrill. Based in Charlotte, NC, she provides advisory services within a large institutional firm. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. 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.

Michael Anderson is a Series 66-licensed financial advisor with Morgan Stanley, based in Charlotte, NC, and has 21 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Anderson is the sole proprietor of Anderson Timber Farm LLC, an agricultural property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Robert Tinsley is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, previously working at Citigroup Global Markets. Tinsley is based in Charlotte, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Allison Dunn is a financial advisor at Morgan Stanley with eight years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC in 2023. Outside of her advisory role, Dunn is involved in property management and customer service activities related to short-term vacation rentals. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

John Poor is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He worked at Merrill from 2003 to 2022 before joining Morgan Stanley in 2022. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Jarrod Hileman is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63, 65, and 66 licenses and possessing nine years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Edward Jones from 2018 to 2020 and was self-employed from 2010 to 2018. He is also a partner in a real estate-related business called House Your Credit based in Lancaster, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that employs firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and integrates its investment insights through the Global Investment Committee and other affiliated entities.