Jerry Mathew is a CFA® charterholder and holds Series 63 and 65 licenses with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2013 to 2020. He is based in Denver, CO. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and offers various investment and financial services across retail and institutional markets.

Patrick Hill is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Denver, CO. His career includes ten years with UBS Financial Services prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through dedicated teams and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services incorporating various financial modeling techniques without providing individual security recommendations as part of its standalone planning program.

Kate Palmer is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked previously at J.P. Morgan Securities, J.P. Morgan Chase Bank, Bank of America, Merrill, and INV3RT. Outside of her advisory work, she serves as a board member of the Porsche Club of America’s Rocky Mountain Region. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to support clients’ financial goals and offers a broad range of investment and planning solutions.

Angella Wright is a Series 66-credentialed financial advisor with Morgan Stanley in Denver, Colorado, and has 21 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a range of investment products and services through its extensive platform.

Kyle Zeller is a financial advisor with Morgan Stanley based in Denver, Colorado. He holds a Series 66 designation and has five years of industry experience. Prior to his current role at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, he has held positions at several firms and organizations including Eccentric Stone and the University of Colorado. Outside of his advisory work, he is also a musician and DJ operating under the name Emerald Wells. 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 employs structured planning tools and investment models to support its financial planning services.