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John S

Series 63, Series 65

Flagstaff, AZ

Morgan Stanley

John Sanford is a financial advisor with Morgan Stanley in Flagstaff, AZ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm utilizes structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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John B

Series 63

Flagstaff, AZ

Morgan Stanley

John Burgraff is a financial advisor with Morgan Stanley, holding a Series 63 designation and 40 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Burgraff is based in Flagstaff, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to both individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning supported by firm-approved tools and market simulations.

General estate planning guidance
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Paul G

Series 63, Series 66

Flagstaff, AZ

Morgan Stanley

Paul Groves is a financial advisor with Morgan Stanley in Flagstaff, AZ, holding the Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Outside of his advisory role, he serves on the advisory board and investment committee for the Bob & Marilyn Smith Scholarship, a charitable organization. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling in its financial planning process.

General estate planning guidance
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Nihaal R

Series 63, Series 66

Flagstaff, AZ

Morgan Stanley

Nihaal Rao is a financial advisor with Morgan Stanley in Flagstaff, AZ, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include positions at Bank of America and Merrill. Rao serves on the advisory board of St. Vincent de Paul, contributing to advocacy, organizational direction, and fundraising efforts, and is also a board member on the investment committee for the Girl Scouts of America, Cactus-Pines Council. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by established firm tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Daniel M

Series 63, Series 65

Flagstaff, AZ

Morgan Stanley

Daniel Marting is a financial advisor with Morgan Stanley in Flagstaff, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Marting is also the managing member of Millienial Monopoly LLC, a private equity investment entity. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide 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 scenario modeling.

General estate planning guidance
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Teri K

Series 63, Series 65

Flagstaff, AZ

Morgan Stanley

Teri Kelley is a financial advisor with Morgan Stanley in Flagstaff, AZ, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, Kelley serves on the Investment Committees of Northern Arizona Healthcare, the Girl Scouts Cactus Pine Council, and the Lowell Observatory Foundation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering customized financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment solutions including financial planning and estate strategies.

General estate planning guidance
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Tyson K

Series 63, Series 65

Flagstaff, AZ

Morgan Stanley

Tyson Kelley is a financial advisor with Morgan Stanley in Flagstaff, Arizona, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. He serves on the Forest Highlands Oversight Committee in a civic and community capacity. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets with tools such as Secular Return Estimates and Monte Carlo simulations to support financial planning.

General estate planning guidance
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