Michael Loughlin is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Enfusion and spent four years at Indiana University Bloomington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs to individuals and institutions, emphasizing structured financial planning supported by proprietary tools and modeling techniques.

Patricia Reyes is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2021, following a 19-year tenure at Fifth Third Securities. 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 employs a structured planning process using firm-approved tools and does not provide individual security recommendations as part of its standalone planning services.

Nicole Williams is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with 17 years at the firm and three years of industry experience. She owns World Away Travel, a leisure travel agency she operates outside of trading hours. Additionally, she serves on the Booster Board for Victor J. Andrew High School Athletics in Tinley Park, Illinois. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Matthew Li Puma is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses and eight years of industry experience. His background includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Merrill Lynch, as well as entrepreneurial experience running Wilson Bros. BBQ and Catering. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and approved tools to model outcomes, with clients responsible for plan implementation and updates.

Michael Wittman is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with 23 years of industry experience. His career includes positions at Merrill and Neuberger Berman BD LLC prior to joining Morgan Stanley in 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process and offers diverse investment solutions, managing approximately $2.74 trillion in client assets.

William Harper III is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses. He has approximately one year of experience at Morgan Stanley and prior experience with J.P. Morgan Chase. 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 and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and proprietary tools, serving clients in both direct and corporate financial planning arrangements.

Xiong Bo Huang is a financial advisor at Morgan Stanley with 17 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley since 2015. Outside of his advisory role, he is a landlord managing a rental property in Chicago. Morgan Stanley Wealth Management provides comprehensive advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models as part of its advisory process.

James Johnson is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Core Spaces LLC and operated Russell Lowell Catering LLC for seven years. He is also a partner and officer at Opus Ventures LLC, an investment and finance firm based in Kenmore, Washington. 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 supported by firm-approved tools and strategies.

Alec Johnson 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 Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market models.

Cameron Warland is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Coldwell Banker, @Properties, and Nuveen, as well as entrepreneurial activities with In2une Music. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, including use of firm-approved tools and modeling techniques to support client decisions.

Brian Schneider is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 credential and 15 years of industry experience. His prior experience includes four years at Barclays Capital Inc. and over a decade with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is involved with the American Friends of Magen David Adom, serving in an advisory capacity for the support organization. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, emphasizing structured financial planning and a variety of investment services supported by extensive resources and tools.

Andrew Edelston is a financial advisor at Morgan Stanley with 16 years of industry experience, currently holding a Series 66 designation. He has worked at Morgan Stanley since 2010 and with Morgan Stanley Private Bank, National Association since 2015, both based in Chicago, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and a range of investment services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client financial goals.

Kristina Vanliew is a financial advisor with Morgan Stanley in Chicago, Illinois, holding Series 63 and Series 66 designations. She has 29 years of industry experience and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Vanliew is the sole proprietor of BCR Holdings LLC, an investment and finance business based in Naperville, Illinois. Morgan Stanley Wealth Management serves individuals and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Bruce Pipin Jr. is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following six years at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services without providing individual security recommendations as part of standalone financial plans.

Margaret Hudgins is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at Perkins Coie LLP and Neal, Gerber & Eisenberg LLP in prior roles spanning nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual 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 employs a structured planning process supported by proprietary tools and market simulations.

Victoria Cone is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Gordos and UBS Financial Services. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm‑approved methodologies to support clients’ financial goals.

Ryan Williams is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as prior experience at Reyes Coca-Cola Bottling and Univar Solutions. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery conversations and planning tools, with an emphasis on advisory services rather than individual security recommendations.

Jonathan Swanson is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the investment committee for the Dowling Catholic Foundation and is a board member of Bergman Academy, both educational organizations. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved planning tools and extensive asset management capabilities.

Edward Sheils is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Bank of America, Merrill, and involvement with Flowers for Dreams, a Chicago-based agriculture contractor where he provided customer service outside regular business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

David Guerrero is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to joining Morgan Stanley, he worked in construction and technology services and spent three years affiliated with the University of Illinois at Urbana-Champaign. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including financial planning and estate strategies. The firm utilizes structured planning tools and market models to support its recommendations and manages approximately $2.74 trillion in client assets.