Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Tucker F
Series 66
Coeur D'Alene, ID
Morgan Stanley
Tucker Forbush is a financial advisor with Morgan Stanley in Coeur D'Alene, ID, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and worked at the University of Idaho from 2016 to 2017. 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 modeling techniques.
Patricia L
Series 66
Coeur D'Alene, ID
Morgan Stanley
Patricia Leach is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. 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, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.
Robert Y
Series 63, Series 65
Coeur D'Alene, ID
Morgan Stanley
Robert Yuditsky is a financial advisor with Morgan Stanley in Coeur D'Alene, ID, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and outcome modeling while generally acting in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.
Tonya S
Series 63, Series 66
Coeur D'Alene, ID
Morgan Stanley
Tonya Smith is a financial advisor with Morgan Stanley in Coeur D'alene, Idaho, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements with employers.
Michelle B
Series 66
Coeur D'Alene, ID
Morgan Stanley
Michelle Brandel is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets, Inc. since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside input from its Global Investment Committee to assist clients.
Eric P
Series 66
Coeur D'Alene, ID
Morgan Stanley
Eric Pemberton is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior experience at Lyons O'Dowd Attorneys & Counselors, Lewis-Clark State College, and Gonzaga University School of Business. Outside of advisory work, he is involved with Eskre LLC, a property management business in Coeur d'Alene, Idaho. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates firm-approved tools and scenario modeling.
Scarlet K
Series 66
Coeur D'Alene, ID
Morgan Stanley
Scarlet Kelso is a financial advisor with Morgan Stanley in Coeur D'Alene, Idaho, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2013, including over a decade at Morgan Stanley Private Bank, National Association. Outside of her advisory role, Kelso is involved as a partner or owner in several business ventures, including a technology company and consulting firm based in Dalton Gardens, Idaho. Morgan Stanley Wealth Management offers a wide range of financial advisory services to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages several trillion dollars in assets and provides comprehensive wealth management solutions alongside various investment products and strategies.
Gregory H
Series 63, Series 65, Series 66
Coeur D'Alene, ID
Morgan Stanley
Gregory Hannan is a financial advisor with Morgan Stanley in Coeur D'Alene, ID, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2007 and Castle Lending since 2006. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory process.
Don I
Series 66
Coeur D'Alene, ID
Morgan Stanley
Don Icardo is a financial advisor with Morgan Stanley, holding a Series 66 designation and possessing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney and Merrill Lynch, Pierce, Fenner & Smith, Inc. during his career. Outside of advisory work, he manages an indoor arena on his property used for winter boat and RV storage. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support client financial plans.
Ashlie J
Series 66
Coeur D'Alene, ID
Morgan Stanley
Ashlie Johnson is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety 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 modeling techniques.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters