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Anabelle R
Series 66
Gilbert, AZ
Morgan Stanley
Anabelle Ramirez is a financial advisor at Morgan Stanley in Gilbert, AZ, with six years of industry experience. She holds a Series 66 designation and previously worked at Federal Management Systems Inc. and The Salvation Army. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved tools and methodologies.
Brian B
Series 66
Gilbert, AZ
Morgan Stanley
Brian Bierman is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 license with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked with the Carin Nguyen Team at Real Broker and has experience with Your Amazing LLC, American Express, and Waste Management. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured financial planning supported by proprietary tools and investment outlook modeling.
Sean K
Series 66
Gilbert, AZ
Morgan Stanley
Sean Kruger is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase from 2012 to 2026. He holds a Series 66 designation and is based in Gilbert, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.
Evan R
Series 66
Gilbert, AZ
Morgan Stanley
Evan Roorda is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he held positions at Nike, Kuttin Wealth Management, and Avity Investment Management. 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 through a structured planning process and a broad range of investment offerings.
James B
Series 66
Gilbert, AZ
Morgan Stanley
James Brandt is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2023 and has a background with E*Trade Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley Private Bank, N.A., where he has been active since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various services including relationships with investment companies, private funds, and commodity pool operations.
Zachary D
Series 63, Series 66
Gilbert, AZ
Morgan Stanley
Zachary Davis is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at Odyssey Investing LLC and Charles Schwab & Co., Inc. He has also held roles outside the financial sector, including at Young's Market Company and Cuvee 928. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services without offering individual security recommendations as part of its standalone financial planning.
Keith A
Series 66
Gilbert, AZ
Morgan Stanley
Keith Anderson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Echo Global Logistics and Riot Hospitality Group. He also has experience in the solar energy sector and has been involved with Arizona State University over several years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and Corporate Financial Planning agreements.
Jeffrey W
Series 66, Series 63
Gilbert, AZ
Morgan Stanley
Jeffrey Williams is a financial advisor at Morgan Stanley in Gilbert, AZ, with one year of industry experience. He holds Series 66 and Series 63 credentials. His background includes roles at Equitable Advisors, The Vanguard Group, and several elementary schools. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.
Matthew P
Series 63, Series 66
Gilbert, AZ
Morgan Stanley
Matthew Petello is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Robinhood Financial and The Vanguard Group. Outside of advisory work, he also works as an Uber driver. 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 a structured discovery process.
Christina J
CFP®, Series 63
Gilbert, AZ
Morgan Stanley
Christina Jutting is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at Morgan Stanley and has previously held roles at The Vanguard Group, Baba Bear, and as a self-employed professional. Outside her advisory work, she is the author of a published book through Fulton Books. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to deliver tailored financial plans.
Charles D
Series 66
Gilbert, AZ
Morgan Stanley
Charles Darling is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked for Luv Toyota for twelve years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, to support its financial planning process.
Victorino B
Series 66
Gilbert, AZ
Morgan Stanley
Victorino Borromeo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Bank of America, Merrill, Liberty Mutual Insurance, and self-employment from 2018 to 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and via corporate financial planning agreements.
Kevin B
Series 66
Gilbert, AZ
Morgan Stanley
Kevin Blodget is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with four years of industry experience. He has worked at Morgan Stanley since 2021 and previously at Northern Arizona University from 2016 to 2021. 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 uses structured planning tools and market scenario modeling in its financial planning process.
John P
Series 63, Series 66
Gilbert, AZ
Morgan Stanley
John Pohar IV is a financial advisor at Morgan Stanley in Gilbert, AZ, with six years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Northern Lights Distributors, LLC and Redwood Investment Management, LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.
Grant B
Series 66
Gilbert, AZ
Morgan Stanley
Grant Bentley is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has one year of industry experience and has worked at Morgan Stanley since 2026. Prior to that, he held positions in various fields including tutoring and food service. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and a range of investment services.
Sergio H
Series 63, Series 66
Gilbert, AZ
Morgan Stanley
Sergio Hernandez is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Merrill and Bank of America. Outside of his advisory role, Hernandez competes professionally in boxing. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, emphasizing advisory services without individual security recommendations as part of standalone plans.
Connor L
Series 66
Gilbert, AZ
Morgan Stanley
Connor Little is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 license with six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at J.W. Marriott and attended the University of Arizona from 2016 to 2020. 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 analyses. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and an Estate Planning Strategies Group.
Joel S
Series 63, Series 66
Gilbert, AZ
Morgan Stanley
Joel Stauffer is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior work includes seven years at Bank of America and eight years at Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing 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 through both direct engagements and Corporate Financial Planning agreements.
Ramiro R
Series 66
Gilbert, AZ
Morgan Stanley
Ramiro Ramirez is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2018, following prior roles at Merrill and Wells Fargo. Outside of his advisory work, Ramirez is the sole proprietor of an online retail business based in Phoenix, Arizona. Morgan Stanley Wealth Management is an SEC-registered 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 financial planning process supported by firm-approved tools and analyses.
Edmond P
Series 63, Series 66
Gilbert, AZ
Morgan Stanley
Edmond Presz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Charles Schwab for two years and M Group & Associates for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured discovery and planning tools to develop financial plans and provides a broad range of advisory programs and investment products.
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