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Melissa S

Series 66

Columbus, OH

Morgan Stanley

Melissa Snyder is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 license and with seven years of industry experience. She has been with Morgan Stanley since 2014. 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. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Kelsey F

Series 63, Series 65

Columbus, OH

Morgan Stanley

Kelsey Foster is a financial advisor at Morgan Stanley in Columbus, OH, with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and Sinclair Community College. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and analytical tools to develop client plans.

General estate planning guidance
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Brigitte K

Series 66

Columbus, OH

Morgan Stanley

Brigitte Kirchhofer is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she is a partner at Kirchhofer Industries LLC, a company involved in the automotive and transportation sector. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and supports a range of investment and financial services through its broad capabilities.

General estate planning guidance
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Zachary H

Series 66

Columbus, OH

Morgan Stanley

Zachary Hughes is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America, Merrill, Telhio Credit Union, and The State Bank & Trust Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Nathanial O

Series 66

Columbus, OH

Morgan Stanley

Nathanial Ott is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 9 years of industry experience. He has been with Morgan Stanley since 2014. 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 that utilizes firm-approved tools and strategies to support client goals.

General estate planning guidance
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Michelle V

Series 66

Columbus, OH

Morgan Stanley

Michelle Voyer is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is the sole proprietor of Cr1ms0n Nyt3, a self-publishing poetry book venture. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with financial planning and investment advisory services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and advisory frameworks to support client goals.

General estate planning guidance
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Bret B

ChFC®, Series 63, Series 65, Series 66

Columbus, OH

Morgan Stanley

Bret Beeton is a financial advisor with Morgan Stanley in Columbus, OH, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 28 years of industry experience, including 12 years at Morgan Stanley and an ongoing role at Papa Johns. Outside of his advisory work, he is involved with Market Force Information as a partner and proprietor in an education-related mystery shopping business. Morgan Stanley Wealth Management offers a range of advisory programs and tailored financial planning services to both 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, with investment outcomes modeled through the Global Investment Committee’s estimates and Monte Carlo simulations.

General estate planning guidance
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Steven W

Series 66

Columbus, OH

Morgan Stanley

Steven Wright is a Series 66-licensed financial advisor with nine years of industry experience, currently with Morgan Stanley in Columbus, OH since 2022. His prior experience includes roles at Boenning & Scattergood, Sweeney Cartwright & Co, and several other firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Robert M

Series 66

Columbus, OH

Morgan Stanley

Robert Matina is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 license with two years of industry experience. Prior to joining Morgan Stanley, he worked in academic roles at Ohio State University and Boston College, primarily within history departments and student support services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models to support its advisory services, which include estate planning and corporate financial planning agreements.

General estate planning guidance
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Ross S

Series 66

Columbus, OH

Morgan Stanley

Ross Spaulding is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Tailored Management, UPS, People Helping People Agency, The Ohio State University, and Chase Bank. 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 investment research.

General estate planning guidance
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Fu Kuang C

Series 66

Columbus, OH

Morgan Stanley

Fu Kuang Chien is a financial advisor at Morgan Stanley in Columbus, OH, holding the Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2020, he held positions at Planet Fitness, the College of Wooster, and The Law Offices Xingye Yan Esq. 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 supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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Pavel B

Series 66, Series 63

Columbus, OH

Morgan Stanley

Pavel Bondarenko is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at JP Morgan Securities, LLC and Northwestern Mutual Investment Services, LLC. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, providing clients with comprehensive financial plans while generally acting in an advisory capacity.

General estate planning guidance
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Kevin M

Series 66

Columbus, OH

Morgan Stanley

Kevin Molinaro is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 19 years of industry experience. His career includes multiple tenures at Morgan Stanley, as well as positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and The Huntington Investment Company. Outside of his advisory work, he serves as Treasurer and board member for the Willow Brook Crossing Homeowners Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and a broad range of investment programs across retail and institutional segments.

General estate planning guidance
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Kofi A

Series 63, Series 66

Columbus, OH

Morgan Stanley

Kofi Atta is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes multiple roles at Morgan Stanley and JPMorgan Securities LLC, as well as JP Morgan Chase Bank N.A. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide array of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by tools such as Monte Carlo simulations to model financial outcomes.

General estate planning guidance
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Kevan G

Series 66

Columbus, OH

Morgan Stanley

Kevan Gallion is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Brett J

Series 66

Columbus, OH

Morgan Stanley

Brett Jones is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Pride Technologies and operated Jones & Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and methodology. The firm manages approximately $2.74 trillion in client assets and offers services that include structured financial planning and access to a broad suite of investment products.

General estate planning guidance
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Jonathon C

Series 66

Columbus, OH

Morgan Stanley

Jonathon Cooley is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 credential and with eight years of industry experience. His career has been with Morgan Stanley and its affiliated entities 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements with employers.

General estate planning guidance
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Ian C

Series 66

Columbus, OH

Morgan Stanley

Ian Chambers is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Collabera. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Stephen F

Series 66

Columbus, OH

Morgan Stanley

Stephen Finley is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley since 2018, following roles at Dawson and Menards. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, incorporating market return estimates and simulations to model outcomes.

General estate planning guidance
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Aivaras K

Series 66

Columbus, OH

Morgan Stanley

Aivaras Kaskonas is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. 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 supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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