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Duane R

Series 66

Eagle, ID

Morgan Stanley

Duane Richter is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide array of advisory programs. The firm utilizes structured planning tools and advisory services alongside a broad range of investment offerings.

General estate planning guidance
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Ryan S

Series 63, Series 65

Eagle, ID

Morgan Stanley

Ryan Stratton is a financial advisor at Morgan Stanley with one year of industry experience. He previously operated Stratton & Associates PLLC for 20 years. Outside of his advisory work, Stratton serves as a swim team coach at Bishop Kelly High School and provides advisory consulting for Sprung Instant Structures LTD. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutions, employing structured financial planning tools and serving clients through both direct engagements and employer-sponsored plans.

General estate planning guidance
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Shanna W

Series 66

Eagle, ID

Morgan Stanley

Shanna Webb is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, she is a sole proprietor involved in real estate property management. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, utilizing structured discovery conversations and firm-approved planning tools to develop tailored strategies.

General estate planning guidance
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Tamra S

Series 66

Eagle, ID

Morgan Stanley

Tamra Skerjanec is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets for 10 years before joining Morgan Stanley Smith Barney in 2024. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured processes and a variety of advisory programs.

General estate planning guidance
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