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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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Michelle B

Series 66

Coeur D'Alene, ID

Morgan Stanley

Michelle Brandel is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning through both direct client relationships and corporate agreements.

General estate planning guidance
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Eric P

Series 66

Coeur D'Alene, ID

Morgan Stanley

Eric Pemberton is a financial advisor at Morgan Stanley in Coeur d'Alene, Idaho, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Lyons O'Dowd Attorneys & Counselors, Lewis-Clark State College, and Gonzaga University School of Business. He is also involved in Eskre LLC, a property management and labor services business in Coeur d'Alene. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

General estate planning guidance
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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.

General estate planning guidance
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Gregory H

Series 63, Series 65, Series 66

Coeur D'Alene, ID

Morgan Stanley

Gregory Hannan is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 22 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. Outside of his advisory role, he operates a sole proprietorship related to rental property management. 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 a broad range of advisory programs supported by structured planning tools and various investment offerings.

General estate planning guidance
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Don I

Series 66

Coeur D'Alene, ID

Morgan Stanley

Don Icardo is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Merrill Lynch during his career. Outside of his advisory role, he manages a winter boat and RV storage operation at his ranch. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

General estate planning guidance
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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.

General estate planning guidance
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