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Evelyn A

Series 66

Columbus, OH

Morgan Stanley

Evelyn Akey is a Series 66-licensed financial advisor with Morgan Stanley in Columbus, OH, where she has worked since 2013. She has 12 years of industry experience. 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 a structured planning process supported by proprietary tools and market modeling techniques.

General estate planning guidance
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Yuenchuen W

Series 63, Series 66

Columbus, OH

Morgan Stanley

Yuenchuen Wu is a financial advisor at Morgan Stanley with 11 years of industry experience. Wu holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC and CF Bank. Wu is based in Columbus, OH. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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Joshua M

Series 66

Columbus, OH

Morgan Stanley

Joshua Mc Ghee is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2017 and held positions at Robert M Roach, Brandon McIntyre, and Northwestern Mutual Investment Services LLC during 2016–2017. 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 investment research to support its advisory services.

General estate planning guidance
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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.

General estate planning guidance
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Benjamin B

Series 66

Columbus, OH

Morgan Stanley

Benjamin Baker is a Series 66-licensed financial advisor with Morgan Stanley in Columbus, Ohio, where he has worked since 2017. He has seven years of industry experience, including roles at Subway and Columbus State Community College prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Olusheye A

Series 66

Columbus, OH

Morgan Stanley

Olusheye Ayeni is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Amazon and in the banking sector with Eco Bank Nigeria Plc and Access Bank Plc. Outside of his advisory role, he works as a contractor for Grubhub and Doordash. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach centers on structured discovery and firm-approved planning tools, with services that include but do not provide individual security recommendations within standalone financial plans.

General estate planning guidance
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Kyle W

Series 63, Series 66

Columbus, OH

Morgan Stanley

Kyle Warrenburg is a financial advisor at Morgan Stanley in Columbus, Ohio, with 10 years of industry experience. He holds Series 63 and Series 66 designations and 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 both individual and institutional clients. The firm offers a wide range of advisory programs and structured financial planning services supported by advanced modeling tools and a broad spectrum of retail and institutional investment offerings.

General estate planning guidance
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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.

General estate planning guidance
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Brian T

Series 63, Series 65

Columbus, OH

Morgan Stanley

Brian Tanler is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016. 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 that utilizes structured discovery and advanced financial modeling tools.

General estate planning guidance
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Nasser T

Series 63, Series 66

Columbus, OH

Morgan Stanley

Nasser Tahat is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at J.P. Morgan Securities and various non-financial businesses such as Tahat Renovations LLC and Hudson United Soccer Club. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning solutions.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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