Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

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.

General estate planning guidance
user avatar
firm logo

Nicholas B

Series 63, Series 66

Columbus, OH

Morgan Stanley

Nicholas Brosky is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes roles at UBS Financial Services, Wells Fargo Clearing, Merrill, Citigroup Global Markets, and Oppenheimer before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a wide 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
user avatar
firm logo

Donald R

Series 63

Columbus, OH

Morgan Stanley

Donald Robinson is a financial advisor with Morgan Stanley in Columbus, OH, holding the Series 63 designation and 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Robinson is involved in a private horse breeding and racing business. 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 structured planning tools as part of its advisory services.

General estate planning guidance
user avatar
firm logo

Isaac O

Series 66

Columbus, OH

Morgan Stanley

Isaac O'rielley 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 in 2023, he managed Collectibles N' Stuff LLC, a retail and online store he owns and operates. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment and estate planning strategies.

General estate planning guidance
user avatar
firm logo

Nicole E

Series 63, Series 65

Columbus, OH

Morgan Stanley

Nicole Edwards is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 and models to support its financial planning process.

General estate planning guidance
user avatar
firm logo

Jonathan Y

Series 63, Series 65

Columbus, OH

Morgan Stanley

Jonathan Young is a Financial Advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Young serves on the investment committee of the Columbus Jewish Foundation and acts as a trustee for multiple trusts. Morgan Stanley Wealth Management offers advisory programs to individuals 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 and analytical tools but generally does not provide individual security recommendations as part of standalone plans.

General estate planning guidance
user avatar
firm logo

Danielle N

Series 66

Columbus, OH

Morgan Stanley

Danielle Nichols is a financial advisor at Morgan Stanley in Columbus, Ohio, with three years of industry experience. She holds a Series 66 designation and previously worked for First Federal Savings and Loan Association of Newark for 12 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering 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 using firm-approved tools and market models.

General estate planning guidance
user avatar
firm logo

Abigail E

Series 63, Series 66

Columbus, OH

Morgan Stanley

Abigail Elwer is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Parkland Securities, LLC. Outside of her financial career, Abigail is involved in a scrapbooking and crafting business, Creative Memories, where she sells supplies and hosts retreats. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning through approved tools and offers both direct client services and corporate financial planning agreements.

General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)