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Jeffery H
Series 63, Series 65
Columbus, OH
Morgan Stanley
Jeffery Howey is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp and various divisions of Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and a structured discovery process.
Donald R
Series 63, Series 66
Columbus, OH
Morgan Stanley
Donald Ragains Jr. is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been associated with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association, where he has worked since 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved planning tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.
Brenda M
Series 66
Columbus, OH
Morgan Stanley
Brenda Moore is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including Monte Carlo simulations and Secular Return Estimates to model outcomes.
Brian M
Series 66
Columbus, OH
Morgan Stanley
Brian Moore is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2015. 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 supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including corporate financial planning agreements.
Jon C
Series 63, Series 66
Columbus, OH
Morgan Stanley
Jon Cleary is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, N.A. since 2015. 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, and manages approximately $2.74 trillion in client assets.
Brian W
Series 66
Columbus, OH
Morgan Stanley
Brian Wright is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley since 2018 and previously worked at the Ohio Public Employees Retirement System for eight years. He also serves as an adjunct professor at Ohio University and works as a contractor for Columbus State Community College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by technology and research, serving clients through both individual and corporate financial planning arrangements.
Trenton B
CFP®, Series 63, Series 65, Series 66
Columbus, OH
Morgan Stanley
Trenton Baker is a financial advisor with Morgan Stanley in Columbus, OH, holding CFP® and securities licenses Series 63, 65, and 66. He has 15 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as a seven-year period of retirement from 2016 to 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s approach utilizes structured discovery and planning tools, including modeled outcome simulations, while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.
Nolan R
Series 63, Series 65
Columbus, OH
Morgan Stanley
Nolan Reynolds is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Edelman Financial Engines, KeyBank, and Northwestern Mutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial plans through structured discovery processes without delivering individual security recommendations as part of standalone planning.
Daniel H
Series 66
Columbus, OH
Morgan Stanley
Daniel Hogan is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.
Keith C
Series 63, Series 66
Columbus, OH
Morgan Stanley
Keith Conn is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he serves on the London Ohio Civil Service Commission Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate partnerships.
Chase R
Series 66
Columbus, OH
Morgan Stanley
Chase Rankin is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he spent ten years at Chuy's. Outside of his advisory role, he is the sole proprietor of Property Chasers LLC, a real estate business engaged in property management and sales activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.
Benjamin F
Series 66
Columbus, OH
Morgan Stanley
Benjamin Ferguson is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Services Group, Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services supported by tools such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning solutions.
Kelly W
CFP®, Series 63, Series 65
Columbus, OH
Morgan Stanley
Kelly Willmer is a financial advisor at Morgan Stanley in Columbus, Ohio, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 29 years of industry experience, including roles at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2019. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.
Lynn B
Series 66, Series 63
Columbus, OH
Morgan Stanley
Lynn Beach is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Summit Financial, Charles Schwab Bank, Charles Schwab, and Huntington Investment Company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on 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 employer-based financial planning services.
Edward F
Series 63, Series 65
Columbus, OH
Morgan Stanley
Edward Feierman is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models but does not offer individual security recommendations through its standalone planning program.
Jessica S
Series 66
Columbus, OH
Morgan Stanley
Jessica Sullivan is a financial advisor at Morgan Stanley in Columbus, Ohio, with 24 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC for 12 years. Sullivan has also been associated with Franklin University for over 20 years, including a current engagement since 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides investment solutions alongside comprehensive planning services.
Skylar M
Series 66
Columbus, OH
Morgan Stanley
Skylar Muhlenkamp is a Series 66-credentialed financial advisor with Morgan Stanley in Columbus, Ohio, bringing one year of industry experience. Prior to joining Morgan Stanley, Muhlenkamp has held roles across various businesses including hospitality ventures like Woodlands Backyard, where they remain involved. Woodlands Backyard is a restaurant and bar located in Columbus. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.
Jacob H
Series 66
Columbus, OH
Morgan Stanley
Jacob Hauptner is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 license with five years of industry experience. His prior roles include positions at Pruco Securities LLC, William Vaughan Company, and Wentz Financial Group. Outside of his advisory work, he is a co-owner of Party Haupper, an equipment rental business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, and offers a broad range of investment and financial planning solutions.
Paul H
Series 63, Series 65
Columbus, OH
Morgan Stanley
Paul Hedges is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations and is based in Columbus, OH. 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, including tailored financial planning and utilizes firm-approved tools and methodologies such as Global Investment Committee estimates and Monte Carlo simulations in its planning process.
Gaylord M
Series 66
Columbus, OH
Morgan Stanley
Gaylord Miller is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 license and bringing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and advanced modeling techniques to support its services.
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