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Nicole H

Series 66

Chicago, IL

Morgan Stanley

Nicole Harris is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has previously worked at TD Ameritrade and Northwestern Mutual. Outside of finance, she has experience in the food and hospitality industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured discovery processes and analytical modeling tools.

General estate planning guidance
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Mehul D

Series 63, Series 65

Chicago, IL

Morgan Stanley

Mehul Dhadankar is a financial advisor at Morgan Stanley based in Chicago, IL, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017, following previous roles at Merrill and Bank of America, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and methodologies.

General estate planning guidance
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Michael L

Series 66, Series 63

Chicago, IL

Morgan Stanley

Michael Langbein is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to his current role, he worked at RSM US LLP and has a varied background including positions at Loyola University Chicago and other organizations. Outside of finance, he was involved with The Sandwich Club from 2020 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning tools and a broad range of advisory programs.

General estate planning guidance
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Michael L

Series 66

Chicago, IL

Morgan Stanley

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.

General estate planning guidance
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Patricia R

Series 66

Chicago, IL

Morgan Stanley

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.

General estate planning guidance
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Nicole W

Series 66

Chicago, IL

Morgan Stanley

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.

General estate planning guidance
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Matthew L

Series 66, Series 63

Chicago, IL

Morgan Stanley

Matthew Li Puma is a financial advisor at Morgan Stanley in Chicago, IL, with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, he has experience in the food service industry, including running Wilson Bros. BBQ and Catering. Morgan Stanley Wealth Management provides advisory and broker-dealer services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and advanced modeling tools.

General estate planning guidance
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Michael W

Series 63, Series 66

Chicago, IL

Morgan Stanley

Michael Wittman is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides a range of 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 uses structured discovery and proprietary tools, with an emphasis on advisory services rather than individual security recommendations.

General estate planning guidance
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William H

Series 63, Series 65

Chicago, IL

Morgan Stanley

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.

General estate planning guidance
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Xiong Bo H

Series 66

Chicago, IL

Morgan Stanley

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.

General estate planning guidance
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James J

Series 66

Chicago, IL

Morgan Stanley

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.

General estate planning guidance
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Alec J

Series 66

Chicago, IL

Morgan Stanley

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.

General estate planning guidance
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Cameron W

Series 66

Chicago, IL

Morgan Stanley

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.

General estate planning guidance
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Brian S

Series 66

Chicago, IL

Morgan Stanley

Brian Schneider is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved with the American Friends of Magen David Adom, a support organization based in New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range 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 modeling techniques.

General estate planning guidance
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Andrew E

Series 66

Chicago, IL

Morgan Stanley

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.

General estate planning guidance
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Kristina V

Series 63, Series 66

Chicago, IL

Morgan Stanley

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.

General estate planning guidance
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Bruce P

Series 63, Series 65

Chicago, IL

Morgan Stanley

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 associated with Morgan Stanley Smith Barney since 2009. He also has experience with Citigroup Global Markets dating back to 2003. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array 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 using firm-approved tools and modeling techniques.

General estate planning guidance
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Margaret H

Series 66

Chicago, IL

Morgan Stanley

Margaret Hudgins 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 2023, she worked at Perkins Coie LLP from 2019 to 2023 and Neal, Gerber & Eisenberg LLP from 2014 to 2019. 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, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Victoria C

Series 66

Chicago, IL

Morgan Stanley

Victoria Cone is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL, where she has worked since 2022. She has three years of industry experience, including prior roles at UBS Financial Services and Gordos. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm employs structured planning tools and investment models to support client financial goals and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Ryan W

Series 66

Chicago, IL

Morgan Stanley

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.

General estate planning guidance
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