Sarah Ott is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and previously worked eight years at Thrivent Financial and Thrivent Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning utilizing firm-approved tools and modeling techniques.

Natalia Staniek is a Series 66-licensed financial advisor with Morgan Stanley in Clayton, MO, with five years of industry experience. Her work history includes roles at Triad Financial Group, Carrollton Bank, Ameren, Reliance Bank Headquarters, and JP Fields, as well as teaching at the University of Missouri - St. Louis. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning that utilizes firm-approved tools and investment modeling through the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Margaret George is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with various Morgan Stanley entities since 2007. Her current roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services directly and through corporate financial planning agreements.

Henry Horrell is a financial advisor with Morgan Stanley in Clayton, MO. He holds the Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley, he worked at CDW and Workiva. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

James Allison is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools without providing individual security recommendations as part of its standalone planning offerings.

Matthew Rogers is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009, following seven years at Citigroup Global Markets. 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 a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Mark Allenspach is a financial advisor at Morgan Stanley with 41 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley Smith Barney LLC since 2009, and previously at Citigroup Global Markets from 1995 to 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 a structured planning process supported by proprietary tools and modeling techniques.

Trisha Petroskus is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2023, she worked at Edward Jones from 1998 to 2023. Outside of her advisory role, Petroskus is involved in customer service positions with Shipt Inc. and Eckerts, both unrelated to investment activities. Morgan Stanley Wealth Management provides a wide array 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 conversations and advanced modeling tools, serving clients primarily in an advisory capacity.

Ginny Salviccio is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney since 2009, currently serving within Morgan Stanley Private Bank, N.A. Salviccio is also involved in property management as a rental property owner. 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 planning process supported by firm-approved tools and market simulations.

Arnold Kelly is a financial advisor with Morgan Stanley in Clayton, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Kelly serves as a trustee and co-trustee for investment-related trusts in Utah and New York. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and investment research, managing approximately $2.74 trillion in client assets.

Kathryn Barlow is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Outside of her advisory role, she is employed with Life Time, a fitness and recreation company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Emmett Owenby III is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, in addition to Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.

Scott Seibert is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers financial planning and investment services through its extensive platform.

Brian Tull is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Holman Automotive and St Louis Motorcars. Outside of his advisory role, he is a partner in a YouTube channel focused on art and culture. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Jason Larch is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2017 and previously at Bank of America from 2013 to 2017. Outside of his advisory role, Larch is the sole owner of Larch Developments LLC, a real estate property management business. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies developed by its Global Investment Committee.

Dori Stegmann is a Series 66-licensed financial advisor with Morgan Stanley, based in Clayton, MO, with 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. 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 financial planning uses structured discovery conversations and proprietary tools, focusing on advisory services without individual security recommendations in its standalone planning programs.

Kimberly Akuna is a financial advisor with Morgan Stanley in Clayton, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Ameriprise from 2019 to 2022 and has been employed by BJC Healthcare as an exercise specialist since 2015. Outside of her advisory role, she operates a private yoga instruction business. 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 employs a structured financial planning process supported by firm-approved tools and research.

Daniel Naert is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. 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 a structured planning process supported by firm-approved tools and market modeling techniques.

Vincent Wieck is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, following four years at PNC Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Carmina Fleschert is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Fleschert holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support its financial planning process.