Janet Jones is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley since 2009 and with MS Services Group Inc. from 2017 to the present. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Sibyl Samuel is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at LPL Financial and Key Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery discussions and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize scenario modeling but generally do not include individual security recommendations.

Terri Williams is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its predecessor firm since 2009, following a decade-long tenure at Citigroup Global Markets. 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 processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Anthony Baldassari is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 credential with eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018. Prior to his career in finance, he worked in the restaurant industry and spent a year engaged in extended travel. 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 processes and proprietary tools.