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Laura S

Series 63, Series 65

Farmington Hills, MI

Morgan Stanley

Laura Sullivan is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 13 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

General estate planning guidance
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Christopher W

Series 66

Farmington Hills, MI

Morgan Stanley

Christopher Whitmore is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2016, including nine years at Morgan Stanley Private Bank, N.A. Whitmore serves on the booster board for United Farmington Girls Lacrosse in Michigan. 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 tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
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Jeffrey F

Series 63, Series 65

Farmington Hills, MI

Morgan Stanley

Jeffrey Fitzgerald is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured processes and firm-approved tools to model client outcomes.

General estate planning guidance
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Nicole D

Series 63, Series 65

Farmington Hills, MI

Morgan Stanley

Nicole Domitrovich is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2013. Domitrovich serves as a board member and chair for the Howell Area Chamber of Commerce and its foundation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process uses structured discovery and advanced modeling tools, while offering a broad range of investment and advisory solutions.

General estate planning guidance
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Thomas M

Series 63, Series 65

Farmington Hills, MI

Morgan Stanley

Thomas Marzonie is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following a 15-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and methodologies to support client goals.

General estate planning guidance
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Shannon C

Series 66

Farmington Hills, MI

Morgan Stanley

Shannon Craggs is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, Craggs spent 14 years at Shorewood Installations LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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John K

Series 65, Series 66

Farmington Hills, MI

Morgan Stanley

John Krakowiak is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016, and previously worked at DeRoy & Devereaux Private Investment Counsel, Inc. from 2010 to 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

General estate planning guidance
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Mark K

CFP®, Series 63

Farmington Hills, MI

Morgan Stanley

Mark Karwaski is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding CFP® and Series 63 designations and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs supported by structured planning tools and the firm's Global Investment Committee.

General estate planning guidance
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Christine V

Series 66

Farmington Hills, MI

Morgan Stanley

Christine Varvatos is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models as part of its financial planning process.

General estate planning guidance
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Ryan S

Series 66

Farmington Hills, MI

Morgan Stanley

Ryan Slater is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 8 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously worked at Siemens Healthcare from 2006 to 2017. 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 and financial planning services that utilize structured discovery processes and firm-approved tools.

General estate planning guidance
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Joseph C

Series 66

Farmington Hills, MI

Morgan Stanley

Joseph Colletti is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016 and Morgan Stanley Private Bank, National Association since 2015. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and proprietary market simulations.

General estate planning guidance
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Barry W

CFP®, Series 63

Farmington Hills, MI

Morgan Stanley

Barry Weisberg is a CFP® with 42 years of industry experience, currently serving at Morgan Stanley since 2010 and the Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and is based in Farmington Hills, MI. Outside of his advisory role, Weisberg is a director and treasurer of the Harvey & Lucille Weisberg Family Foundation, where he provides investment advice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary models in its financial planning process.

General estate planning guidance
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Andrea B

Series 63, Series 66

Farmington Hills, MI

Morgan Stanley

Andrea Barbee Battagin is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Mark R

Series 63, Series 65

Farmington Hills, MI

Morgan Stanley

Mark Rogers is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Jeffrey R

Series 66

Farmington Hills, MI

Morgan Stanley

Jeffrey Rogers is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021 and Morgan Stanley Smith Barney LLC since 2020. Prior to joining Morgan Stanley, he spent three years at Detroit Labs. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.

General estate planning guidance
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Gregory D

Series 63, Series 66

Farmington Hills, MI

Morgan Stanley

Gregory Dadian is a financial advisor at Morgan Stanley with 26 years of industry experience. He has held positions at Morgan Stanley since 2010, including eight years with Morgan Stanley Private Bank, N.A. He holds the Series 63 and Series 66 securities registrations. 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 utilizes structured planning tools and modeling techniques in its financial planning process.

General estate planning guidance
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David M

Series 63, Series 65

Farmington Hills, MI

Morgan Stanley

David Mooradian is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through dedicated Financial Advisors and specialized strategies.

General estate planning guidance
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Dianne G

Series 63, Series 65

Farmington Hills, MI

Morgan Stanley

Dianne George is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Elizabeth V

CFP®, Series 63

Farmington Hills, MI

Morgan Stanley

Elizabeth Vanhecke is a Certified Financial Planner (CFP®) with 25 years of industry experience. She has been with Morgan Stanley since 2009 in their Farmington Hills, MI office. Outside of her advisory role, she serves as a board member for Notre Dame Preparatory School in Pontiac, Michigan. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing 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 processes that include firm‑approved tools and modeling techniques.

General estate planning guidance
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Jaclynn P

Series 63, Series 66

Farmington Hills, MI

Morgan Stanley

Jaclynn Parent is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held previous roles at J.P. Morgan Securities and Chase Investment Services Corp. Jaclynn serves as a trustee and holds power of attorney roles in trust-related matters. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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