Julia Franz is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 66 licenses. 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 conversations and firm-approved tools.

Michael Keegan is a financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, and previously at Bank of America and Merrill Lynch from 2009 to 2017. He holds a Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs including tailored 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 to support its financial planning process.

Enrique Lerner is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its affiliates since 2005, with prior experience at UBS Financial Services. Outside of his advisory role, he serves on the finance committee board of Washington University Hillel in St. Louis. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, combining tailored financial planning with various investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market simulations.

Randall Green is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 65 licenses and possessing 55 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Green is also involved as a partner or manager in several family and investment-related entities in the St. Louis area. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a Global Investment Committee to assist clients in financial decision-making.

Blaine Thompson is a financial advisor at Morgan Stanley in Clayton, MO, holding a Series 66 designation with one year of industry experience. His prior work includes a role at Charles Schwab and operational experience at Club Carwash. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning arrangements.

Andrew Kuenneke is a financial advisor at Morgan Stanley in Clayton, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Henry Industries, Inc. and TSAT, Inc. dba Orkin Pest Control. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Kayla Brady is a financial advisor at Morgan Stanley based in Clayton, MO. She holds the Series 66 designation and has less than one year of industry experience. Prior to joining Morgan Stanley, she worked in retail and educational roles, including positions at Ann Taylor and Saint Louis University, and operated a business called Ruby Jeans Juicery. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning services supported by a structured process and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Andrell Adams is a CFP® with nine years of industry experience, currently serving as a financial advisor at Morgan Stanley in Clayton, MO. His prior experience includes roles at Creative Planning and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is a partner in Vibe Check Brands, LLP, a retail and online store business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, emphasizing advisory services without providing individual security recommendations as part of standalone plans.

Chanda Sumrall 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 Edward Jones for 23 years before joining Morgan Stanley in 2022. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its services.

Richard Winson is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Citigroup Global Markets and various Morgan Stanley affiliates since 2008. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad range of investment and financial services.

John Ziegler is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation. Prior to joining Morgan Stanley, he worked in various roles including positions at Boca West Country Club and Saint Louis University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to support client financial goals.

Michael Mauzy is a financial advisor with Morgan Stanley in Clayton, MO, holding a Series 66 designation and 19 years of industry experience. He worked at UBS Financial Services from 2007 to 2025 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. 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 uses structured planning tools and modeling techniques to support its financial planning process.

Amy Olvitt is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney and Wells Fargo Clearing during her career. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning services.

Lisa Merz is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and access to extensive resources such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Andrew Oberman is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research from the Global Investment Committee.

Adam Bichsel is a CFP® and holds a Series 66 license, with 23 years of experience in financial services. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously was with Merrill from 2009 to 2017. 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, and manages approximately $2.74 trillion in client assets.

Melissa Leggat is a financial advisor at Morgan Stanley in Clayton, MO, holding a Series 66 designation with 10 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of advisory work, she serves as a trustee and co-trustee for investment-related trusts in St. Louis, Missouri. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 emphasizes a structured, data-driven planning process.

Clinton Williams is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following 16 years at Citigroup Global Markets. Williams serves on the Ladue Public Works Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques.

Maria Briggs is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2009 to 2025. Outside of her advisory work, she is a partner in a real estate investment company based in St. Louis. 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 utilizes a structured planning process supported by firm-approved tools and offers broad retail and institutional investment services.

David Gay is a financial advisor with Morgan Stanley, holding a Series 66 license and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.