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Jeff S

Series 63, Series 65

Charlotte, NC

Morgan Stanley

Jeff Snyder is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of finance, he manages Happy Tree Farms in Greensboro, NC, where he is involved in field maintenance activities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment services.

General estate planning guidance
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Errol Z

Series 66

Charlotte, NC

Morgan Stanley

Errol Zoog is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley, Fidelity Investments, J.P. Morgan Securities, JPMorgan Chase Bank, and Equitable Distributions LLC. Zoog is also the sole proprietor of 37 Celsius LLC, a publishing business focused on art and culture. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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John M

Series 63, Series 65

Charlotte, NC

Morgan Stanley

John Moore is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Truist Advisory Services, Truist Investment Services, and BB&T Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning and management of approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers both retail and institutional investment services.

General estate planning guidance
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Macie L

Series 66

Charlotte, NC

Morgan Stanley

Macie Lenderink is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation. She has been with Morgan Stanley since 2025. Prior to her current role, her experience includes various positions in education and freelance work. 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 planning tools.

General estate planning guidance
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Matthew F

Series 66

Charlotte, NC

Morgan Stanley

Matthew Ferrara is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC, and Service Logic. Ferrara is based in Charlotte, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including financial planning services supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and Corporate Financial Planning agreements.

General estate planning guidance
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Joshua R

Series 66

Charlotte, NC

Morgan Stanley

Joshua Regnaud is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Bank of America and Merrill. Regnaud serves as an officer and advisory board member of the Regnaud Family Foundation, a community organization based in Charlotte, 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. The firm employs a structured planning process using firm-approved tools and serves clients through a broad range of retail and institutional services.

General estate planning guidance
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Mary H

Series 63, Series 66

Charlotte, NC

Morgan Stanley

Mary Haney 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 2025, she worked at The Vanguard Group and State Farm, and she has also been involved with Clemson University Athletics and Clemson University. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools such as Monte Carlo simulations and secular return estimates.

General estate planning guidance
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Vance H

Series 66

Charlotte, NC

Morgan Stanley

Vance Hodges is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo and Bank of America. Outside of his advisory role, he is a partner in BaHoNC LLC, a real estate-related business in North Carolina. 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 supported by structured processes and proprietary tools.

General estate planning guidance
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John C

Series 66

Charlotte, NC

Morgan Stanley

John Ciesla is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Private Client Resources, Greenwich Associates, Rockit Solutions, and the University of Connecticut. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved analytical tools. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

General estate planning guidance
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James H

Series 63

Charlotte, NC

Morgan Stanley

James Harris Jr. is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 63 designation and bringing 49 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he serves as an officer at Revenant Investment Partners L.P., a healthcare-focused firm. 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 planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and the Global Investment Committee’s research.

General estate planning guidance
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Mary F

Series 63, Series 65

Charlotte, NC

Morgan Stanley

Mary Fernandez is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has previously worked at Wells Fargo Clearing and Merrill. Outside of her advisory role, she is involved in real estate through sole proprietorship and partnership interests. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and corporate financial planning agreements.

General estate planning guidance
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Frances M

Series 65, Series 66

Charlotte, NC

Morgan Stanley

Frances Mangan is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services, SharesPost Financial Corp., and Forge Securities LLC. She is currently based in Charlotte, NC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling as part of its advisory approach.

General estate planning guidance
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Suzanne C

Series 66

Charlotte, NC

Morgan Stanley

Suzanne Christian is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Robert W. Baird, BB&T Securities, and Truist Advisory Services. Outside of her financial career, she serves as a leader in La Leche League, a nonprofit dedicated to mother-to-mother breastfeeding support. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning services supported by structured discovery processes and analytical tools.

General estate planning guidance
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Jeffrey G

Series 63, Series 65

Charlotte, NC

Morgan Stanley

Jeffrey Gaskin is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2010. Gaskin serves as Vice Chairperson on the Investment Committee of Monarch LLC, a nonprofit organization. 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. The firm utilizes structured planning tools and investment models to support tailored financial plans.

General estate planning guidance
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Greegory R

Series 63, Series 66

Charlotte, NC

Morgan Stanley

Greegory Reyes is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes roles at Goldman Sachs and The Vanguard Group, alongside multiple positions within Morgan Stanley since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs a structured planning process that incorporates firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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John G

Series 63, Series 65

Charlotte, NC

Morgan Stanley

John Granzow is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wachovia Securities. Outside of his advisory work, he holds ownership interests in several investment-related LLCs. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools and analyses.

General estate planning guidance
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Robert L

Series 63, Series 65

Charlotte, NC

Morgan Stanley

Robert Lenderink is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a broad 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 both direct client relationships and Corporate Financial Planning agreements.

General estate planning guidance
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James M

Series 66

Charlotte, NC

Morgan Stanley

James Minor is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has been associated with Morgan Stanley Smith Barney LLC since 2010 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, Minor is a notary public, dedicating time weekly to this activity. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diversified investment and planning services.

General estate planning guidance
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Alexander C

Series 63, Series 66

Charlotte, NC

Morgan Stanley

Alexander Chambarry is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2023. In addition to his advisory role, Chambarry serves as an Engineer Officer with the North Carolina National Guard. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and modeling tools but does not include individual security recommendations as part of its standalone planning service.

General estate planning guidance
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Jacob W

Series 66

Charlotte, NC

Morgan Stanley

Jacob Webb is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Merrill and held various roles including positions in fitness and education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with diverse investment strategies.

General estate planning guidance
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