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Michael S

Series 66

Fayetteville, AR

Morgan Stanley

Michael Sales is a financial advisor with Morgan Stanley in Fayetteville, AR, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley since 2009 and with 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 variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and the Global Investment Committee’s research.

General estate planning guidance
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Jeremy M

Series 66

Fayetteville, AR

Morgan Stanley

Jeremy Mcgee is a financial advisor with Morgan Stanley in Fayetteville, Arkansas, holding a Series 66 credential and 25 years of industry experience. He has been associated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets, Inc. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

General estate planning guidance
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Ross L

Series 66

Fayetteville, AR

Morgan Stanley

Ross Larwood is a financial advisor with Morgan Stanley in Fayetteville, Arkansas, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Atlas Technology Group for two years. He serves as a trustee at The Grove Church, where he participates in reviewing and approving the annual operational budget and contributes to financial oversight. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Alexandra E

Series 66

Fayetteville, AR

Morgan Stanley

Alexandra Etges is a Series 66-licensed financial advisor with Morgan Stanley, based in Fayetteville, Arkansas, and has seven years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2019. Outside of her advisory role, she serves on the investment committee of the Alpha Delta Pi Foundation and is a board member of The Salvation Army in Fayetteville. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct services and corporate financial planning agreements.

General estate planning guidance
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Jacie W

Series 66

Fayetteville, AR

Morgan Stanley

Jacie Ward is a financial advisor with Morgan Stanley in Fayetteville, Arkansas, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she has held roles at Axe Pay, Liberty University School of Law, and Big Cedar Lodge Uncle Bucks, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research.

General estate planning guidance
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Isabel K

Series 66

Fayetteville, AR

Morgan Stanley

Isabel Kasman is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2024, including the Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is involved with Puritan/Garden Room, a restaurant and bar in Fayetteville, Arkansas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Patrick K

Series 66

Fayetteville, AR

Morgan Stanley

Patrick Kelley is a financial advisor with Morgan Stanley in Fayetteville, AR, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including 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 through both direct individual relationships and corporate financial planning agreements.

General estate planning guidance
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Spencer O

Series 65, Series 63

Fayetteville, AR

Morgan Stanley

Spencer O'rourke is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JP Morgan Securities, Key Investment Services, KeyBank, PNC Wealth Management, and Mass Mutual Investors Services. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning developed through a structured discovery process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

General estate planning guidance
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