William Huffman is a financial advisor at Morgan Stanley with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He is also a co-owner of Concept, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs, financial planning, and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside proprietary investment estimates to support its advisory services.

Sarah Ott is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management for eight years. 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 modeling techniques.

Natalia Staniek is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked in various roles since 2011, including positions at Triad Financial Group, Carrollton Bank, Ameren, and Reliance Bank Headquarters. Outside of her advisory career, she has been involved with JP Fields since 2016 and previously worked in the restaurant industry. 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 a range of advisory programs supported by structured planning tools and a broad suite of retail and institutional investment services.

Margaret George is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

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 at Morgan Stanley with 27 years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Mark Allenspach is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, N.A. since 2015. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Global Investment Committee estimates and Monte Carlo simulations to support client financial plans.

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 three years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Outside of finance, she is employed by Life Time, a recreational company, where she has been active since 2019. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools but typically acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

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.