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Cameron N
Series 63, Series 65
Clayton, MO
Morgan Stanley
Cameron Noland is a financial advisor at Morgan Stanley in Clayton, MO, with three years of industry experience. He previously worked at Charles Schwab & Co., Inc. and has a background that includes five years in retail and two years in service industries. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and employer-based financial planning agreements.
Jeffrey S
Series 66
Clayton, MO
Morgan Stanley
Jeffrey Sahm is a financial advisor at Morgan Stanley in Clayton, MO with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to that, he worked at Spectrum Brands and operated a music marketing consulting business. Outside of his advisory work, Sahm serves on the finance committee of St. Gerard Majella, a community and religious organization in St. Louis, Missouri. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.
Mary V
Series 63, Series 65
Clayton, MO
Morgan Stanley
Mary Vass is a financial advisor at Morgan Stanley with 44 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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, emphasizing tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Jacqueline T
Series 63, Series 65
Clayton, MO
Morgan Stanley
Jacqueline Tate is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2009 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and proprietary tools, managing approximately $2.74 trillion in client assets.
Stephen A
Series 63, Series 65
Clayton, MO
Morgan Stanley
Stephen Arnstein is a financial advisor with Morgan Stanley in Clayton, Missouri, holding Series 63 and Series 65 designations and having 42 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, Arnstein serves as a trustee for investment-related trusts in the St. Louis area. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.
Nicholas Z
Series 63, Series 65
Clayton, MO
Morgan Stanley
Nicholas Zichella is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs.
Gary A
Series 63, Series 66
Clayton, MO
Morgan Stanley
Gary Agne is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 44 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following 16 years at Citigroup Global Markets. Outside of his advisory role, he is a partner in several real estate investment entities focused on buying, selling, and managing rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning through specialized groups. The firm manages a large volume of client assets and utilizes structured planning tools and industry research to support its advisory services.
Casey J
Series 66
Clayton, MO
Morgan Stanley
Casey Jones is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following a one-year tenure at TD Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and provides services ranging from tailored financial plans to institutional investment solutions.
John M
Series 63, Series 65
Clayton, MO
Morgan Stanley
John Moore is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.
Brett B
Series 66
Clayton, MO
Morgan Stanley
Brett Benyo is a financial advisor with Morgan Stanley in Clayton, MO, holding a Series 66 designation and 16 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a non-voting member of the finance committee for the Missouri Athletic Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery and planning tools, managing approximately $2.74 trillion in client assets.
Joel E
Series 66
Clayton, MO
Morgan Stanley
Joel Engelhardt is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Morgan Stanley in 2022. 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, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process employs structured discovery and firm-approved tools but generally does not provide individual security recommendations as part of standalone plans.
Michele R
Series 66
Clayton, MO
Morgan Stanley
Michele Ranck is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with Morgan Stanley, having joined in 2025 after 17 years at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning agreements.
Gregory H
Series 63, Series 66
Clayton, MO
Morgan Stanley
Gregory Howell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley and its predecessor firms since 1999. Howell currently works out of Clayton, MO, and has experience at both Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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-based models.
Lynn M
Series 66
Clayton, MO
Morgan Stanley
Lynn Miller is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. Miller has been with Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and investment modeling.
De Janea S
Series 66
Clayton, MO
Morgan Stanley
De Janea Shannon is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at US Bank for four years and has held roles outside finance, including at Renee Taylor Gallery and Progressive Retail Management. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Sarah B
Series 63, Series 66
Clayton, MO
Morgan Stanley
Sarah Bailey is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 27 years. Morgan Stanley Wealth Management serves 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 supported by firm-approved tools and methodologies.
Joseph D
Series 63, Series 65
Clayton, MO
Morgan Stanley
Joseph Dugan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process uses firm-approved tools and methodologies, offering services primarily in an advisory capacity without individual security recommendations in standalone plans.
Joshua S
CFP®, Series 63, Series 66
Clayton, MO
Morgan Stanley
Joshua Sampson is a Certified Financial Planner® with 19 years of industry experience. He has worked at Morgan Stanley since 2017 and was previously with Scottrade, Inc. from 2006 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad 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 using firm-approved tools and market outcome modeling.
Cynthia F
Series 63
Clayton, MO
Morgan Stanley
Cynthia Feaster is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Outside of her advisory role, she is involved with a trust-related business based in Belleville, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and planning services through its extensive financial advisor network.
Sarah G
Series 66
Clayton, MO
Morgan Stanley
Sarah Govreau is a financial advisor with Morgan Stanley in Clayton, MO, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.
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