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Yuenchuen W
Series 63, Series 66
Columbus, OH
Morgan Stanley
Yuenchuen Wu is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. Prior to joining Morgan Stanley in 2021, Wu worked at CF Bank, JPMorgan Securities LLC, and JPMorgan Chase Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.
Tausha P
Columbus, OH
Morgan Stanley
Tausha Pape is a financial advisor with Morgan Stanley in Columbus, OH, holding four years of industry experience. Her prior roles include positions at Huntington National Bank and Computing Concepts Inc. She has been with Morgan Stanley since 2019, including work with the Morgan Stanley Services Group since 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.
Musa J
Series 66
Columbus, OH
Morgan Stanley
Musa Jallow is a Series 66-registered financial advisor with nine years of industry experience. He has worked at Morgan Stanley since 2021 and previously held roles at JP Morgan Securities LLC and JP Morgan Chase. Outside of his advisory work, he is also an Uber driver. 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 and financial planning services, managing approximately $2.74 trillion in client assets.
Joshua M
Series 66
Columbus, OH
Morgan Stanley
Joshua Mc Ghee is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley since 2017, following prior roles at Robert M Roach, Brandon McIntyre, and Northwestern Mutual Investment Services LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.
Michael L
Series 66
Columbus, OH
Morgan Stanley
Michael Lee is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with nine years of industry experience. He worked at JP Morgan Securities LLC from 2016 to 2019 before joining Morgan Stanley, where he has been since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured discovery processes and firm-approved tools to develop client plans, managing approximately $2.74 trillion in client assets.
Benjamin B
Series 66
Columbus, OH
Morgan Stanley
Benjamin Baker is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Subway and Columbus State Community College. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning facilitated by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Olusheye A
Series 66
Columbus, OH
Morgan Stanley
Olusheye Ayeni is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at Amazon Com Inc LLC, Eco Bank Nigeria Plc, and Access Bank Plc. Outside of his advisory role, he has worked as a contractor for Grubhub and Doordash Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning solutions supported by firm-approved tools and methodologies.
Kyle W
Series 66, Series 63
Columbus, OH
Morgan Stanley
Kyle Warrenburg is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 66 and Series 63 designations and bringing 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.
Sean G
Series 66
Columbus, OH
Morgan Stanley
Sean Gelin is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation. He joined Morgan Stanley in 2024 and has previously worked at Pride Technologies, LLC, United Parcel Service, American Income Life, Chipotle Mexican Grill, Kroger, and Pizza House. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals 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 provides both direct and employer-sponsored financial planning services.
Brian T
Series 65, Series 63
Columbus, OH
Morgan Stanley
Brian Tanler is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Morgan Stanley since 2011. 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, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.
Nasser T
Series 66, Series 63
Columbus, OH
Morgan Stanley
Nasser Tahat is a financial advisor with Morgan Stanley in Columbus, Ohio. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior roles include positions at J.P. Morgan Securities and various other businesses, including entrepreneurial work with Tahat Renovations LLC. 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 supported by structured discovery conversations and firm-approved planning tools.
Alan S
Series 66
Columbus, OH
Morgan Stanley
Alan Smith is a financial advisor with Morgan Stanley in Columbus, OH. He 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 serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to help clients develop personalized plans.
William T
Series 66
Columbus, OH
Morgan Stanley
William Thompson is a Series 66-registered financial advisor with Morgan Stanley, based in Columbus, OH, and has 12 years of industry experience. He has been with Morgan Stanley since 1994, with a continuous tenure at the firm up to the present. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.
Da'vonn C
Series 66
Columbus, OH
Morgan Stanley
Da'vonn Cliver is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 credential with six years of industry experience. He previously worked at Tailored Management and Sequoia Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models as part of its advisory offerings.
Tod C
Series 63, Series 66
Columbus, OH
Morgan Stanley
Tod Creasap is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Huntington Investment Company. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both 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 emphasizes a structured planning process using firm-approved tools and market-based modeling techniques.
Daniel H
Series 66
Columbus, OH
Morgan Stanley
Daniel Hilber is a financial advisor at Morgan Stanley with 2 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers financial plans that incorporate firm-approved tools and market simulations.
Matthew S
Series 66
Columbus, OH
Morgan Stanley
Matthew Scheffler is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, E*TRADE Securities, and JPMorgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial advisors.
Matthew M
Series 66
Columbus, OH
Morgan Stanley
Matthew Methe is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 6 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 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 structured planning tools combined with input from its Global Investment Committee.
William L
Series 63, Series 65, Series 66
Columbus, OH
Morgan Stanley
William Lenzotti is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63, 65, and 66 licenses with 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Key Investment Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
Sammie K
Series 66
Columbus, OH
Morgan Stanley
Sammie Koch is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, Sammie worked in roles including at Topgolf, the Auditor of State, and at Findlay Country Club. Sammie has also been involved in academic settings at Columbus State Community College and the University of Findlay. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models, while clients retain responsibility for plan implementation.
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