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Conner W

Series 66, Series 63

Gilbert, AZ

Morgan Stanley

Conner Woods is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior involvement in baseball-related coaching, including a part-time role at Salt River Fields Baseball Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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David M

Series 66

Gilbert, AZ

Morgan Stanley

David Moore is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and one year of industry experience. Before joining Morgan Stanley, he worked at Guardian Life Insurance and Park Avenue Securities. Outside of finance, he has been involved in the restaurant industry as an employee at The Keg Steakhouse since 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with a range of offerings across retail and institutional segments.

General estate planning guidance
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Matthew L

Series 63, Series 66

Gilbert, AZ

Morgan Stanley

Matthew Lankford is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include extensive tenures at Bank of America, N.A., and Merrill. 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, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

General estate planning guidance
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Jeremy N

Series 66

Gilbert, AZ

Morgan Stanley

Jeremy Nelson is a Series 66-credentialed financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Bank of America and Merrill from 2017 to 2023 and held roles at Esurance and Mountain Park Community Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Yizhi Z

Series 66

Gilbert, AZ

Morgan Stanley

Yizhi Zhang is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Zhang worked at Dataway Horizon and Xucan Information Technology from 2020 to 2022, and has also held roles at JC Horizon Ltd and UnionPay International. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing a range of advisory programs and financial planning services supported by structured tools and proprietary analysis.

General estate planning guidance
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Xhulio T

Series 63, Series 66

Gilbert, AZ

Morgan Stanley

Xhulio Tuku is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 designations and two years of industry experience. His prior experience includes roles at THE Vanguard Group, Inc., Union Bank, and Randstad. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools such as Monte Carlo simulations as part of its structured financial planning process.

General estate planning guidance
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Nathan H

Series 66

Gilbert, AZ

Morgan Stanley

Nathan Hamlin is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and four years of industry experience. His work history includes positions at E*TRADE Securities LLC and Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
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Patrick L

Series 63, Series 66

Gilbert, AZ

Morgan Stanley

Patrick Laganke is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Merrill for 12 years. Outside of his advisory role, he is the owner of Seventh Year, LLC, a for-profit business based in Queen Creek, AZ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

General estate planning guidance
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Abbey C

Series 63, Series 66

Gilbert, AZ

Morgan Stanley

Abbey Curtis is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Morgan Stanley in 2023, Curtis worked at Charles Schwab & Co., Inc. for seven years and was involved with eSquared Communications Consulting for seven years. Outside of financial advising, Curtis is a partner at Pointer Electric LLC, providing consulting services, and is also employed with Alliance Professionals Group in construction and engineering. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools.

General estate planning guidance
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Corey A

Series 66

Gilbert, AZ

Morgan Stanley

Corey Acker is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. He has been with Morgan Stanley since 2019 and previously worked at Northwestern University from 2013 to 2018. Outside of advising, he is the sole proprietor of a business that creates painted repurposed wood art. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and advanced modeling tools, serving clients in both direct and corporate financial planning agreements.

General estate planning guidance
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George O

Series 66

Gilbert, AZ

Morgan Stanley

George Otieno is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Walmart Inc. and Visionary Leadership and Management Consultants. Outside of his advisory role, he is involved as a contractor with Doordash in Tempe, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Jacob S

Series 66, Series 63

Gilbert, AZ

Morgan Stanley

Jacob Stevens is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Insight and has a diverse background including roles at the Green Valley Fire Department and Arizona Christian University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
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Aaron F

Series 66

Gilbert, AZ

Morgan Stanley

Aaron Fraser is a Series 66-licensed financial advisor with Morgan Stanley in Gilbert, AZ, bringing 13 years of industry experience. His career includes roles at E*TRADE Securities, Morgan Stanley, Bank of America, and Merrill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by proprietary tools and offers a wide range of retail and institutional investment services.

General estate planning guidance
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Harrison B

Series 66

Gilbert, AZ

Morgan Stanley

Harrison Bunim is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. Prior to his financial career, he held positions at Young's Bicycle Shop and was involved with the Desert Cats Lacrosse Program and Young Sports Ltd. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, offering a broad array of investment and financial services.

General estate planning guidance
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Richard S

Series 66

Gilbert, AZ

Morgan Stanley

Richard Selzler is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has previously worked at Chimera Securities, Credible/Young Alfred, Assetmark, and Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is a chess instructor at Chess Emporium in Tempe, Arizona. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, with services designed to act in an advisory capacity while clients maintain responsibility for implementing plans.

General estate planning guidance
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Cristo F

Series 63, Series 65

Gilbert, AZ

Morgan Stanley

Cristo Felix is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo, J.P. Morgan, and Bank of America, spanning various financial services firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Nicholas D

Series 66

Gilbert, AZ

Morgan Stanley

Nicholas Dumond is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 license and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Education at Work from 2021 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning using structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Nathan B

Series 66

Gilbert, AZ

Morgan Stanley

Nathan Burhans is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

General estate planning guidance
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Austin S

Series 66, Series 63

Gilbert, AZ

Morgan Stanley

Austin Scribner is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Charles Schwab for two years. Outside of his advisory role, he is involved with Talking Stick Golf Club in Scottsdale, Arizona, where he provides customer service. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Anabelle R

Series 66

Gilbert, AZ

Morgan Stanley

Anabelle Ramirez is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2020, she worked at Federal Management Systems Inc. and held roles at Arizona Youth and Family Services and The Salvation Army. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. 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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