Kristen Hall is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She worked at Merrill Lynch for three years prior to joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and analyses such as Monte Carlo simulations.

Sarah Unfried is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 license and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory role, she serves as a board member for the Alabama Free Clinic, a medical and community organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supports both direct individual relationships and corporate financial planning agreements.

Leonardo Silva is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies, and manages approximately $2.74 trillion in client assets.

Ralph Anderson II is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Anderson serves on the advisory board for the University of South Alabama's Mitchell College of Business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

William Dorriety is a CFA® charterholder and holds a Series 66 license with 23 years of experience in the financial services industry. He is currently with Morgan Stanley, having joined in 2024 after eight years at Wells Fargo Clearing. Outside of his advisory role, he is a partner in Up-Tick Investments LLC, a business involved in real estate, and serves as co-trustee for a family trust. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs structured planning tools and a broad investment platform, managing approximately $2.74 trillion in client assets.

Dominque Sanders is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Prior to her advisory role, she has also been associated with Ruby Tuesday since 2009. 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.

Tod Frick is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2010. He serves as an executor and trustee in estate-related matters outside of his advisory role. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Henrique Mendes is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at the University of Mobile and worked with Brazilian football clubs Botafogo de Futebol e Regatas and Sport Club Corinthians Paulista. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.