Robert Biggers is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked within Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through a combination of personalized advice and corporate financial planning agreements.

Kelly Williams is a financial advisor at Morgan Stanley in Charlotte, NC, with three years of industry experience. Prior to joining Morgan Stanley in 2022, Williams worked for Wells Fargo Bank, NA from 2010 to 2022. Outside of advising, Williams owns and operates AmazeKelly Paints, an online retail business focused on art and culture. Morgan Stanley Wealth Management provides a variety of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jeri Connor is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior work includes roles at Brinkley Financial Group and Cambridge Investment Research, Inc. Outside of her advisory role, she operates a retail business called Made by JeriLynn on Etsy. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using approved tools and offers both direct and employer-sponsored financial plans.

Shaun Ferguson is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he has been involved in real estate ventures, including membership in a development LLC in Western North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Mark Joyner is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and offers a range of retail and institutional investment solutions.

Virginia Brake is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63, 65, and 66 licenses and 22 years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at firms including CapFinancial Securities LLC, Carolinas Investment Consulting LLC, Robinhood Financial, Truist Advisory Services, BB&T Securities, and Robert W. Baird & Co. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and approved tools, with a focus on advisory services rather than individual security recommendations.

Paulino Diaz is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation with five years of industry experience. His career includes roles at Wells Fargo Clearing, Randstad USA, Luxcom Builders, and Alexis LLC prior to joining Morgan Stanley in 2021. 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 proprietary planning tools.

Lauren Poleto is a CFP® professional with 19 years of experience in the financial industry. She is currently with Morgan Stanley, having previously worked at Wells Fargo Clearing and Merrill. Her background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs centered on financial planning supported by firm-approved tools and strategies. The firm manages substantial client assets and provides customized planning through its Financial Advisors and Estate Planning Strategies Group.

Marshall Friedman is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, SeedSpark, ProCare Financial Services, CBRE, and Houlahan LokeY Capital, in addition to time spent at Duke University’s Fuqua School of Business. Outside of advisory work, he is involved as a partner in two real estate ventures, Mountaineer Campground, LLC and Starlite Lodge, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and Corporate Financial Planning agreements.

Keith Kepley Jr. is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kepley serves as a trustee and co-trustee in a trust business based in Charlotte, North Carolina. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, 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 serves clients through both direct and corporate financial planning agreements.

Hollie Hunt is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 license with 14 years of industry experience. She has previously worked at J.P. Morgan Securities and has experience in the creative sector, including roles at Joanne Baron DW Brown Studio and HPLHS Inc. Outside of finance, Hollie works as a voiceover actress for various animation projects. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Brenton Purcell is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with Morgan Stanley, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in Living Proof Art Collective LLC, a business based in Charlotte, North Carolina. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and investment services, managing approximately $2.74 trillion in client assets.

Erik Kuschner is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Us Tech Solutions, Edduheimar Ehf., and HS Orka. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Paige Donaghy is a Series 66-credentialed financial advisor with six years of industry experience, currently with Morgan Stanley in Charlotte, NC. Her prior experience includes roles at Mass Mutual Investors Services and Arthur J. Gallagher. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment committee analysis. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Kevin Patterson is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and a variety of investment strategies in its services.

Jayne Hollifield is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to both 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 retail and institutional services with a variety of investment-related activities.

Edwin Dalrymple is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as treasurer for a homeowners association in Charlotte, NC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and various investment offerings.

Curtis Mason is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the VMI Business Advisory Council, providing advice on the economics curriculum, and is Vice Chair of the Pass Perfect Executive Advisory Board on the Future of Licensing, focusing on securities licensing education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating advanced modeling tools.

John Granzow II is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Wells Fargo Securities LLC and Wells Fargo Clearing before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. 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 employs a structured financial planning process supported by firm-approved tools and analyses.

Carlo Licata is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he serves as Treasurer and Chairman of the Associates Board for the Mid America Club in Chicago. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.