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Anthony V

Series 63, Series 66

Charlotte, NC

Morgan Stanley

Anthony Vigliotti is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he operates a manufacturing and retail business called Divine Concepts in Waxhaw, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Charles W

Series 66

Charlotte, NC

Morgan Stanley

Charles Wixson is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as work with the University of Georgia and the Office of Senator John McCain. He also has experience in the hospitality sector, having worked at two different pubs. 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 focused on tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Allen S

Series 63, Series 65

Charlotte, NC

Morgan Stanley

Allen Stafford Jr. is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Charlotte, NC. 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 financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Robert S

CFP®, Series 63, Series 66

Charlotte, NC

Morgan Stanley

Robert Suddreth is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Morgan Stanley in Charlotte, NC, and has held positions with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Wachovia Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process with firm-approved tools and market modeling techniques.

General estate planning guidance
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Patricia W

Series 63, Series 65

Charlotte, NC

Morgan Stanley

Patricia Wilfong is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo and Wells Fargo Clearing. Outside of her advisory role, she is the sole proprietor of Vow & Veil, a retail and online store based in Waxhaw, North Carolina. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Maria S

Series 66

Charlotte, NC

Morgan Stanley

Maria Saldarriaga is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Preferred Merchant Services. 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 utilizes structured discovery processes and firm-approved tools.

General estate planning guidance
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Francis M

Series 66

Charlotte, NC

Morgan Stanley

Francis Moise III is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he worked at TPC Piper Glen and had various roles in education and retail. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and models, while generally acting in an advisory capacity for implementation.

General estate planning guidance
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Dan S

Series 63, Series 65

Charlotte, NC

Morgan Stanley

Dan Singletary is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Caroline L

Series 63, Series 66

Charlotte, NC

Morgan Stanley

Caroline Littrell is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, The Vanguard Group, and Frederick Mutual Insurance. Caroline also has a background that includes roles outside of finance, such as her work at The Main Cup. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Ebony M

Series 63, Series 65

Charlotte, NC

Morgan Stanley

Ebony Moore is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2019. She serves on the executive board of the Crestdale Middle School Band and Orchestra Booster in Matthews, North Carolina. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering services that include estate planning and corporate financial planning agreements.

General estate planning guidance
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James B

Series 63, Series 65

Charlotte, NC

Morgan Stanley

James Biggers is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he serves as an executor or co-executor of an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering 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 uses structured planning processes supported by tools such as Monte Carlo simulations and secular return estimates.

General estate planning guidance
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Osten W

Series 63, Series 66

Charlotte, NC

Morgan Stanley

Osten Waite is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at SafeStreets and Earl Enterprise, and was a professional golfer from 2017 to 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools.

General estate planning guidance
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Nelson T

Series 66

Charlotte, NC

Morgan Stanley

Nelson Thompson is a Series 66-licensed financial advisor with Morgan Stanley in Charlotte, NC, and has 13 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Outside of his advisory work, he is involved in designing and purchasing custom jewelry through Amanda Thompson Design. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized strategies including private funds and structured products.

General estate planning guidance
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Ann T

Series 63, Series 66

Charlotte, NC

Morgan Stanley

Ann Troiano is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 credentials with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Outside of her financial advisory role, she is involved in a pet-sitting business operated from her home, which she runs in partnership with her adult children. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and investment strategies supported by advanced modeling tools.

General estate planning guidance
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Carol R

Series 63, Series 66

Charlotte, NC

Morgan Stanley

Carol Reynolds is a financial advisor at Morgan Stanley in Charlotte, NC, with 33 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning and offers a broad range of investment products and services.

General estate planning guidance
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Andrew Y

Series 63, Series 65

Charlotte, NC

Morgan Stanley

Andrew Young is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been associated with Morgan Stanley and its affiliates since 2007. Young serves on the board of the MPHS Foundation, a charity based in Charlotte. Morgan Stanley Wealth Management provides a broad 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 investment modeling in its financial planning process.

General estate planning guidance
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Jonathan B

CFP®, Series 63, Series 65

Charlotte, NC

Morgan Stanley

Jonathan Brackis is a CFP® with 28 years of experience in financial services. He currently works at Morgan Stanley and has prior experience at Wells Fargo Clearing and Wachovia Bank. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes scenario modeling and emphasizes client responsibility for plan implementation.

General estate planning guidance
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Kenneth P

Series 63, Series 66

Charlotte, NC

Morgan Stanley

Kenneth Pryce is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley Private Bank, Foreside Fund Services, and 2XIDEAS US Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Marjori B

Series 63, Series 66

Charlotte, NC

Morgan Stanley

Marjori Brown is a financial advisor at Morgan Stanley in Charlotte, NC, with 17 years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at Rockefeller Financial LLC, Barings LLC, Barings Securities, and Wells Fargo Securities, LLC. Outside of finance, she is employed as a sales associate at Anthropologie. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s planning process utilizes firm-approved tools and modeling techniques, focusing on advisory services without providing individual security recommendations as part of its standalone planning.

General estate planning guidance
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Nicole B

Series 66

Charlotte, NC

Morgan Stanley

Nicole Blumenthal is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in the art and culture sector as a sole proprietor in Charlotte, North Carolina. Morgan Stanley Wealth Management serves both 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 combination of direct client engagement and employer-sponsored financial planning agreements.

General estate planning guidance
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