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Michael V
Series 66
Clayton, MO
Morgan Stanley
Michael Vasta is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He serves as a board member for the Logos School and the St. Louis County Children's Service Fund, contributing to business development, fundraising, and finance committee activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to 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 structured planning tools, including the use of Secular Return Estimates and Monte Carlo simulations, to help clients model financial outcomes.
John W
Series 65, Series 66
Clayton, MO
Morgan Stanley
John Weber is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Angela M
Series 66
Clayton, MO
Morgan Stanley
Angela Minor is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, alongside a long tenure at Citigroup Global Markets dating back to 1992. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.
Carson S
Series 66
Clayton, MO
Morgan Stanley
Carson Steiner is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held various positions including roles at Glen Echo Country Club, NorthStar Wealth Navigation, and FedEx Ground. He attended the University of Missouri - St. Louis from 2021 to 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual 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 both directly and through corporate financial planning agreements.
Neil S
Series 63, Series 66
Clayton, MO
Morgan Stanley
Neil Silverman is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Mercer and Summit Strategies. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.
Kerry B
Series 66
Clayton, MO
Morgan Stanley
Kerry Bradley is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, following prior work with Morgan Stanley & Co., Incorporated beginning in 2000. Morgan Stanley Wealth Management provides a range of advisory programs to 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 that incorporates firm-approved tools and modeling techniques.
Gregory P
Series 66
Clayton, MO
Morgan Stanley
Gregory Perjak is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney 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 including tailored financial planning, utilizing structured processes and firm-approved tools to help clients develop personalized plans.
George P
Series 63, Series 65
Clayton, MO
Morgan Stanley
George Peters is a financial advisor at Morgan Stanley with 55 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, currently serving within Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning that incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.
James M
Series 66
Clayton, MO
Morgan Stanley
James Monken is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley’s various divisions since 2012. His roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to support financial plans.
Robert M
Series 63, Series 65
Clayton, MO
Morgan Stanley
Robert Millner is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he is a limited partner involved in energy exploration with Celero Energy. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.
Kurtis V
Series 66
Clayton, MO
Morgan Stanley
Kurtis Van Allen is a financial advisor with Morgan Stanley in Clayton, MO, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Van Allen is involved as Creative Director at K2 Creative LLC, producing music and content for film, podcasts, and marketing agencies, and serves on the board of STL.org, focusing on business development in the arts and culture sector. He also provides guitar lessons. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.
William V
Series 63, Series 65
Clayton, MO
Morgan Stanley
William Valentine is a financial advisor at Morgan Stanley with 40 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, following earlier experience at Citigroup Global Markets beginning in 1989. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.
Jason N
Series 66
Clayton, MO
Morgan Stanley
Jason Noakes is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
James S
Series 66, Series 63
Clayton, MO
Morgan Stanley
James Szweda is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.
Janna E
Series 63, Series 66
Clayton, MO
Morgan Stanley
Janna Eastwood is a financial advisor at Morgan Stanley in Clayton, MO, holding Series 63 and Series 66 licenses with seven years of industry experience. Her career includes previous roles at Wells Fargo Clearing, TD Ameritrade, and Morgan Stanley. 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 supported by firm-approved tools and modeling techniques.
Joseph S
Series 66
Clayton, MO
Morgan Stanley
Joseph Saadi is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and previously worked at BMO Harris Private Bank and TIAA-CREF Trust Company. Saadi has been with Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.
Charlene S
Series 63, Series 65
Clayton, MO
Morgan Stanley
Charlene Salyers is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney 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, managing approximately $2.74 trillion in client assets.
Natalie H
Series 65, Series 63
Clayton, MO
Morgan Stanley
Natalie Hagemann is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Morgan Stanley since 2017, including six years with Morgan Stanley Private Bank, N.A. Outside of her advisory role, she owns Wildwood Blooms, a flower design business specializing in parties and events. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, emphasizing advisory services without providing individual security recommendations as part of standalone plans.
Christopher E
Series 63, Series 66
Clayton, MO
Morgan Stanley
Christopher Effer is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 designations. 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, managing approximately $2.74 trillion in client assets.
Lauren H
Series 63, Series 66
Clayton, MO
Morgan Stanley
Lauren Howell is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2021. Prior to her finance career, Howell owned and operated Finders Keepers Clothing Boutique for ten years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.
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