Derek Maisel is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at The Vanguard Group and has experience in educational technology companies including TutorABC, Cambly Inc., and AirTutors. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to develop financial plans, generally acting in an advisory capacity.

Drew Patrick is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2021, with prior experience at Marcus and Millichap and Harvey and Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, with advisory services offered in a wide range of retail and institutional offerings.

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 with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Bank of America and Merrill. Outside of his advisory work, he pursues woodworking as a hobby, occasionally creating items for friends and family. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and advisory programs without providing individual security recommendations through its standalone planning services.

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 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, he held positions at firms including Govig & Associates and Bayne Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery and firm-approved planning tools.

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.

Jacob Ries is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Clarkson University and Salt River Project. Ries is also the founder and CEO of JR Ecommerce LLC, an online store he has operated since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Ryan Clough is a financial advisor at Morgan Stanley in Gilbert, AZ, with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Investments and Bonfire Financial LLC. Prior to his financial services career, his work history includes positions in retail and service industries. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual 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 provides planning services both directly and through Corporate Financial Planning agreements.

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 in Gilbert, AZ, with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work history includes roles at Merrill, Sandhills Global, and several positions at Arizona State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services.

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. Prior to joining Morgan Stanley in 2023, he worked at Wells Fargo from 2015 to 2023. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both retail and institutional investment solutions.