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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.
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.
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.
Robert S
CFP®, Series 63, Series 66
Charlotte, NC
Morgan Stanley
Robert Suddreth is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Morgan Stanley in Washington, DC, having worked previously at Wells Fargo Clearing and Wachovia Bank. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs, including tailored financial planning. The firm employs a structured planning process using approved tools and analytic methods, managing approximately $2.74 trillion in client assets.
Patricia W
Series 65, Series 63
Charlotte, NC
Morgan Stanley
Patricia Wilfong is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 65 and Series 63 credentials and bringing eight years of industry experience. She previously worked at Wells Fargo and Wells Fargo Clearing from 2013 to 2025. Wilfong is a sole proprietor of Vow & Veil, a retail and online store based in Waxhaw, North Carolina. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.
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.
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.
Dan S
Series 63, Series 65
Charlotte, NC
Morgan Stanley
Dan Singletary is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. He is based in Charlotte, NC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.
Caroline L
Series 63, Series 66
Charlotte, NC
Morgan Stanley
Caroline Littrell is a financial advisor at Morgan Stanley with four years of industry experience. She has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and The Vanguard Group, and has prior experience in insurance and banking. Outside of finance, she was involved with The Main Cup, a business venture she managed for five years. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutions, providing 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 and corporate financial planning arrangements.
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.
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.
Osten W
Series 66, Series 63
Charlotte, NC
Morgan Stanley
Osten Waite is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Morgan Stanley, he worked at SafeStreets and Earl Enterprise, and he was a professional golfer for six years. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.
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.
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.
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.
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.
Jonathan B
CFP®, Series 63, Series 65
Charlotte, NC
Morgan Stanley
Jonathan Brackis is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Morgan Stanley in Washington, DC, having previously worked at Wells Fargo Advisors and Wachovia Bank. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, utilizing structured discovery conversations and firm-approved tools to support client outcomes.
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.
Marjori B
Series 66, Series 63
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 66 and Series 63 licenses and has worked previously at Rockefeller Financial LLC, Barings LLC, and Wells Fargo Securities. Outside of her advisory work, 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 that include tailored financial planning and estate planning strategies. The firm employs a structured planning process using approved tools and market models, managing approximately $2.74 trillion in client assets.
Nicole B
Series 66
Charlotte, NC
Morgan Stanley
Nicole Blumenthal is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns a business related to art and culture in Charlotte, North Carolina. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its services.
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