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Evan M
ChFC®, Series 66
Denver, CO
Morgan Stanley
Evan Manson is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes positions at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
Harold H
Series 63, Series 66
Denver, CO
Morgan Stanley
Harold Heuer is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated entities since 1994. Heuer is based in Denver, Colorado. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.
Chloe W
Series 66
Denver, CO
Morgan Stanley
Chloe Wood is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation and with 16 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm emphasizes a structured financial planning process using approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.
Robyn D
Series 66
Denver, CO
Morgan Stanley
Robyn Donovan is a Series 66 licensed financial advisor with five years of industry experience. She currently works at Morgan Stanley and previously spent ten years at Merrill. Donovan is also the sole proprietor of Robyn Donovan LLC, an online health and wellness 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market simulations.
Catherine C
Series 63, Series 65
Denver, CO
Morgan Stanley
Catherine Coleman is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning utilizing structured processes and firm-approved tools, serving clients directly and through corporate financial planning agreements.
Mark C
Series 66
Denver, CO
Morgan Stanley
Mark Chapline is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019 and previously held roles at the University of Colorado - Boulder, General Assembly, and DISH Network. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.
Nathaniel O
Series 66
Denver, CO
Morgan Stanley
Nathaniel Osborne is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Bank of America, Merrill, Thorlabs Inc., and Ramapo College of New Jersey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers planning services through a structured discovery process and ongoing advisory relationships.
Marco N
Series 63, Series 65
Denver, CO
Morgan Stanley
Marco Narvaez is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes 17 years at J.P. Morgan Chase Bank, N.A., including 12 years at J.P. Morgan Securities, prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2026. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm’s planning process uses structured discovery conversations and firm-approved tools, incorporating analyses such as Monte Carlo simulations, while offering a broad platform of retail and institutional investment services.
Shelley F
Series 66
Denver, CO
Morgan Stanley
Shelley Ford is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 registration and 14 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is a co-owner and member of SNF Investments LLC, a company involved in purchasing, fixing, and selling real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and includes various investment offerings along with financial planning and estate strategy services.
Jon G
Series 63, Series 66
Denver, CO
Morgan Stanley
Jon Greenfield is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior roles at Citigroup Global Markets and Banc of America investment services. Outside of his advisory work, he is involved in a real estate venture through ownership and leasing activities with Greenfield Industrial Park LLC in Fort Collins, CO. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a detailed discovery process, offering advisory services without individual security recommendations in standalone financial plans.
Kassidee L
Series 66
Denver, CO
Morgan Stanley
Kassidee Lank is a financial advisor at Morgan Stanley with a Series 66 designation and six 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 both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.
Gordon W
CFA®, Series 66
Denver, CO
Morgan Stanley
Gordon Weightman is a financial advisor at Morgan Stanley in Denver, CO, holding the CFA® designation and Series 66 license with one year of industry experience. Prior to his current role, he worked for Callan LLC for 18 years. Morgan Stanley Wealth Management provides advisory programs to both 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 delivers services through a broad range of investment and planning strategies.
Bruce D
Series 63, Series 65
Denver, CO
Morgan Stanley
Bruce Dibiase is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley and its Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with 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 investment modeling.
Samantha F
Series 63, Series 65
Denver, CO
Morgan Stanley
Samantha Favis is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley and its affiliates since 2017 and previously held roles at First Republic Securities Company and First Republic Investment Management. 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, including tailored financial planning supported by structured discovery and modeling tools, and manages approximately $2.74 trillion in client assets.
My Co D
Series 66
Denver, CO
Morgan Stanley
My Co Dinneen is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Based in Denver, CO, he has spent his career at this firm. 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 manages approximately $2.74 trillion in client assets.
Jesse W
Series 66
Denver, CO
Morgan Stanley
Jesse Weiner is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to both 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 employs a structured planning process that includes scenario modeling and advisory services without providing individual security recommendations in standalone plans.
Cameron S
Series 66
Denver, CO
Morgan Stanley
Cameron Sisbarro is a financial advisor with Morgan Stanley in Denver, CO. He holds a Series 66 designation and has been with Morgan Stanley since 2023, with prior experience including roles at the University of Denver and various service positions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.
Brendan H
Series 66
Denver, CO
Morgan Stanley
Brendan Hamill is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and one year of industry experience. His prior employment includes roles at Raymond James & Associates, Robert W. Baird, and Carter Mackenzie International. He also served with AmeriCorps from 2019 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured planning tools and extensive research resources.
Matthew W
Series 66
Denver, CO
Morgan Stanley
Matthew Williams is a Series 66-licensed financial advisor with Morgan Stanley in Denver, Colorado, where he has worked since 2009. He has 22 years of industry experience. 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 a structured planning process supported by proprietary tools and models.
Deborah M
Series 63, Series 66
Denver, CO
Morgan Stanley
Deborah Mccann is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Secular Return Estimates and Monte Carlo simulations.
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