Joseph Agee is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Keel Point and Morgan Stanley Private Bank. He is currently based in Florence, Alabama. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and an Estate Planning Strategies Group.

David Jeffery is a financial advisor with Morgan Stanley in Florence, Alabama, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes ten years at Morgan Stanley Private Bank, N.A., and prior work at Merrill. Outside of his firm duties, he owns and manages DRJ Investments, LLC and is a partner in Atreides LLC, both real estate ventures. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a dedicated investment committee.