Susan Roach is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 designations. 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 customized 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 modeling techniques supported by its Global Investment Committee.

Maria Braham is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been affiliated with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a comprehensive range of advisory programs and tailored financial planning services. The firm employs structured planning tools and analytical models to support client financial plans while generally acting in an advisory capacity.

Logan Sauter is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021, as well as prior experience at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment services through both direct client relationships and employer-based agreements.

Lynn Stryck is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been affiliated with Citigroup Global Markets since 1982. 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 supported by structured discovery and firm-approved tools.

Carter Bass 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, National Association since 2017. Prior to that, he worked at Kilroy's on Kirkwood for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Melissa Kerr is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Melissa holds Series 63 and Series 65 licenses. She serves as a board member for Lansing Country Club and is an officer at Tri Kappa Beta Rho, an organization focused on art, culture, and education. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment research to support its advisory programs.

Jordan Henry is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2003. Outside of advising, Henry manages real estate properties in the Oak Park and River Forest areas. Morgan Stanley Wealth Management provides a broad range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering tailored planning through structured discovery and firm-approved tools.

Gilaad Matar is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Outside of finance, he assisted with marketing for a distillery in Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate firm-approved tools and investment models.

Megan Vandermeer is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and sophisticated modeling techniques.

Daniel Jacobsen is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2018, with prior roles at Dayton Freight Lines, Inc. and Purdue University Northwest. Outside of advising, he works as a contractor for Uber. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and trading activities.

Anne Flores is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and three years of industry experience. Her background includes roles at the University of Georgia’s Office of Global Engagement and work with several consumer-focused companies such as Jittery Joe's Coffee and Condor Chocolates. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning that employs firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers its services directly to individuals and through corporate agreements.

Brian Hickey is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 49 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. His prior experience includes a lengthy tenure at Citigroup Global Markets beginning in 1978. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes tools such as Secular Return Estimates and Monte Carlo simulations.

Nicole Scott is a financial advisor at Morgan Stanley in Chicago, holding Series 66 and Series 63 registrations, with two years of industry experience. Prior to joining Morgan Stanley, she worked at Charles Schwab and has a background in education with positions at Chicago Public Schools and the New York City Department of Education. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Carson Fellows is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Royal Poinciana Golf Club and had various roles in the hospitality industry. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies.

Frederick Albach is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and three years of industry experience. His work history includes multiple roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., with prior experience at Braze, Inc. and Zacks Investment Research, Inc. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Paul Bendersky is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a trustee on the board of directors for the Plato Place Limited Partnership and works as an independent contractor for an estate sales business. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 through both individual and corporate agreements.

Stephanie Carlisle is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016, including four years at Morgan Stanley Private Bank, N.A. based in Chicago, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Claudia Herman is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL. She has one year of industry experience, including prior roles at Fiducient Advisors and The Hull Firm. Her background also includes work outside finance at organizations such as Barry's Bootcamp, CorePower Yoga, and Lincoln Square Animal Hospital. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning solutions. The firm employs a structured financial planning process using firm-approved tools and serves approximately $2.74 trillion in client assets.

Maria Zacapa Reaves is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and with 23 years of industry experience. She has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Daniel Berggren is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. 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 discovery processes and proprietary planning tools.