Paul Tschudy is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Vanguard Group, AmeriFirst Financial, and First American Mortgage Solutions. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Savannah Chilton is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held various roles in industries including mortgage lending and weight loss services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client strategies.

Rosa Olivas is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Merrill Lynch, Bank of America, and Vanguard. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning services supported by structured tools and market analysis. The firm manages approximately $2.74 trillion in client assets and delivers its planning both directly and through corporate agreements.

Ryan Greene is a financial advisor at Morgan Stanley in Gilbert, AZ, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Wells Fargo. Outside of advising, he is also involved as a contractor with DoorDash in the automotive and transportation sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and planning services.

Anthony Tosta is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior work experience including roles at Fuzion 3 and Ideal Printing Company, as well as time spent at the University of Arizona and Fullerton College. 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 supported by structured processes and advanced modeling tools.

Luke Bullinger is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 designations with one year of industry experience. His prior work includes roles at Realty ONE Group, Redfin, and John L Scott. Outside of advising, he is involved with I-5 Chrome Shop LLC, an automotive retail business. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and advanced modeling techniques.

Jason Jo is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Morgan Stanley in 2022. Outside of his advisory role, he is a licensed real estate broker and landlord based in Gilbert, 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.

Jacklyn Diaz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Morgan Stanley, she held various roles including positions at BlueStar Resort & Golf and Charles Schwab, and had educational experience at The University of Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial planning services.

Paolo Menuez is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA prior to joining Morgan Stanley. Outside of advisory work, he is the sole proprietor of Five Loaves LLC, an automotive and transportation business. 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 methodologies.

Shetal Mall is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Discover Financial Services for three years and has freelanced in music and photography outside of her financial career. 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 planning process uses structured discovery conversations and firm-approved tools to develop plans, with clients responsible for implementation and updates.

Nicholas Sowa is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2020. His prior experience includes positions at Bank of America, Merrill, Quicken Loans, Cleveland State, and Big Lots. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to develop financial plans.

Juan Loaiza 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 in 2023, he worked at Frito Lay from 2016 to 2022 and has been involved with Uber Eats since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Leonardo Bianchi is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and joined Morgan Stanley in 2026. Prior to his current role, he held various positions across multiple industries, including education and corporate sectors. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

Jack Scholze is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2026 and has prior work experience in several roles across different industries. 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 strategies.

Mark Holden is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at loanDepot for six years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 offers both direct and employer-sponsored financial plans.

Charles Slack is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at EXP Realty and Berkshire Hathaway. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Jason Morgan is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, Bank of America, and Wells Fargo Home Mortgage. Morgan Stanley Wealth Management is an SEC-registered investment 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 planning process supported by firm-approved tools and modeling techniques.

Zane Ouellette is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities from 2020 to 2023. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Jamal Broussard is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Morgan Stanley, Jamal worked at State Forty Eight and Nuvei, among other companies outside the financial sector. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and investment advisory services supported by structured planning tools and a range of advisory programs.

Nicholas Wintermeyer is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group, State Street Global Advisors, and MassMutual Life Insurance Company. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and financial services.