Andrew Fugate is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with 10 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC for five years. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning services supported by structured discovery and firm-approved tools.

Derek Maisel is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Morgan Stanley in 2022, he held roles at The Vanguard Group, AirTutors, Cambly Inc., and TutorABC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and proprietary tools, and serves clients through both direct and corporate agreements.

Dante Kircher Myton is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Bank of America and has experience in various roles outside finance, including ownership of a wholesale and ecommerce business. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services.

Ryan Dodd is a financial advisor at Morgan Stanley with 13 years of industry experience. He previously worked at Bank of America and Merrill, where he spent 10 and 12 years respectively. Outside of his advisory work, he pursues woodworking as a hobby, occasionally creating pieces for friends and family with minimal intent to profit. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Jeffrey Hochstetler is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2012, including two years with Morgan Stanley Services Group Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery conversations and firm-approved planning tools.

Greg Proctor is a financial advisor at Morgan Stanley in Gilbert, AZ, with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at The Vanguard Group and Fidelity Brokerage Services. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs structured planning tools and models outcomes using firm-approved methodologies, managing approximately $2.74 trillion in client assets.

John Jacobson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63, 65, and 66 licenses and with 20 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018, following roles at Schwab Private Client Investment Advisory Inc. and Charles Schwab. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Cooper Dreifort is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at several firms including The Rack and Bayne Company. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and modeling techniques.

Christine Innes is a financial advisor at Morgan Stanley with a Series 66 license. She joined the firm in 2025 and has prior experience at McDowell Mountain Gynecology and Alixandra Blue. Her background also includes education at the University of Florida and work in the food service industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Mark Cook is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Brian Navarro is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and previously worked for the Chandler Unified School District for 18 years. Outside of his advisory role, he is involved with AZFitco, LLC, a business he has been associated with since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Ryan Clough is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses with four years of industry experience. His work history includes positions at Fidelity Investments and Bonfire Financial LLC prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Jeremy Bates is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Securities, Charles Schwab, and The Vanguard Group. Outside of his advisory role, he is involved with Stand Together, where he conducts door-to-door election surveys. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Edward Ross is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Securities, Northwestern Mutual, PennyMac Loan Services, and the University of Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations 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.

Benjamin Katz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding the Series 66 designation with five years of industry experience. His prior work includes roles at Bank of America Merrill Lynch and University Beyond. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery 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.

Eliot Lincoln is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Sandhills Global. Outside of finance, he has been involved with Arizona State University in various roles over several years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Jacob Olsen is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and has experience at Morgan Stanley since 2025, following prior roles at Clark Street Financial and several educational institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning supported by a structured discovery process and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Maxwell Dunlap is a Series 66 licensed financial advisor with Morgan Stanley based in Gilbert, AZ, and has five years of industry experience. Prior to joining Morgan Stanley, he worked at Deloitte and held various roles including positions at Arizona State University Aquatics and Progressive Landscaping & Gardening Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and extensive asset management.

Zheng Wang is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo from 2015 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Joseph Iaboni is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes ten years at Bank of America and Merrill prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.