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Leah S

Series 66

Dublin, OH

Morgan Stanley

Leah Smith is a financial advisor at Morgan Stanley in Dublin, OH, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Robert Half Legal. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning services utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kelly K

Series 66

Dublin, OH

Morgan Stanley

Kelly Kashmiry is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, Kelly worked at Merrill from 2002 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Paul S

Series 63, Series 66

Dublin, OH

Morgan Stanley

Paul Stickley is a financial advisor at Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 66 licenses with 21 years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and key Investment Services LLC. He also served in the Ohio Army National Guard from 2011 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside committee-based investment modeling.

General estate planning guidance
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Michael Z

Series 63

Dublin, OH

Morgan Stanley

Michael Zid is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Monique B

Series 63, Series 65

Dublin, OH

Morgan Stanley

Monique Brown is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at KeyBank and its associated investment services firms before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

General estate planning guidance
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James R

CFP®, Series 65, Series 66

Dublin, OH

Morgan Stanley

James Riepenhoff is a CFP® professional with 24 years of industry experience, currently serving at Morgan Stanley in Dublin, OH. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and The Huntington Investment Company. Outside of his advisory work, he is involved in property management through a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. 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.

General estate planning guidance
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Rachel M

Series 66

Dublin, OH

Morgan Stanley

Rachel Monfort is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and previously worked at Huntington Investment Company and Huntington National Bank for over 20 years. Outside of advisory work, she serves on the Finance Committee and Board of Flying Horse Farms, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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John C

Series 63

Dublin, OH

Morgan Stanley

John Cook is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 63 designation and 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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Crystal C

Series 66

Dublin, OH

Morgan Stanley

Crystal Cecala is a Series 66-licensed financial advisor with Morgan Stanley in Dublin, Ohio, bringing 10 years of industry experience. She previously worked at Merrill from 2014 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. 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 supported by proprietary tools and methodologies.

General estate planning guidance
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Chaffon R

CFP®, ChFC®, Series 66

Dublin, OH

Morgan Stanley

Chaffon Rankin is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the CFP® and ChFC® designations, along with the Series 66 license. Prior to her current role, she spent ten years at The Huntington Investment Company. Rankin serves on the boards of several nonprofit organizations focused on children’s health and welfare, including Community for New Direction, The Buckeye Ranch, and St. Stephens Community House. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, offering customized financial planning supported by firm-approved tools and investment insights from its Global Investment Committee.

General estate planning guidance
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