Nathaniel Ko is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 65 and Series 63 licenses with less than one year of industry experience. His prior work includes roles at J.P. Morgan and various non-financial positions while completing his education at Arizona State University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Benjamin Stafford is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. His background also includes roles at several technology and holding companies earlier in his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and advisory programs supported by proprietary planning tools and investment modeling.

Kyle Willis is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, following roles at E*Trade Securities, Western State Bank, Arizona State University, and Dillard's Inc. Morgan Stanley Wealth Management serves both individual 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 through both direct client relationships and agreements with employers.

Nathan Stanley is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. 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 uses structured discovery conversations and advanced planning tools, including Monte Carlo simulations, to support its advisory services.

Cory Sherratt is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Copenhagen West for twelve years and had roles in homemaking and with Friendly Home Services. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning solutions.

Howard Valandra is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities LLC, E*TRADE Capital Management LLC, and The Vanguard Group, Inc. Outside of his advisory role, he serves as a project coordinator for SVE Filtration, an industrial equipment sales company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Janet Brandt is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at Bank of America, Merrill, and Ameriprise Financial Services. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured tools and wide-ranging investment solutions.

Selena Coates is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at PFG Advisors, OSAIC, Securities America, TruWest Credit Union, and Humana. Outside of finance, she is involved in music as a singer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Joshua Dobard is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 credentials with three years of industry experience. He previously held positions at Sam's Club, Infosys Limited, Maplebear Inc., J.P. Morgan Securities, and Bill Miller Bar-B-Q Enterprises Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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.

Cody Brooks is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC and has held various roles at Brigham Young University. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and using firm-approved planning tools and models to support its offerings.

Patrick Cananea is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has worked previously at The Vanguard Group, Inc. and Davidsons. 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 modeling techniques.

Zachary Einsel is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, The Vanguard Group, and TD Ameritrade. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery conversations and advanced modeling tools while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.

Angela Escamilla is a financial advisor at Morgan Stanley in Gilbert, AZ, with one year of industry experience. She holds the Series 66 designation and has worked previously at JR Capital, LLC and held various roles outside finance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

David Holderbaum is a financial advisor at Morgan Stanley in Gilbert, AZ, with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2019, including a prior role at The Ohio State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Ryan Mc Donald is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Securities, Grand Canyon Education, Slate & Bow Inc., and Grand Canyon University. Morgan Stanley Wealth Management serves both individual and institutional clients by providing advisory programs and tailored financial planning, utilizing firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through a range of investment and planning strategies.

Joseph Di Giacomo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 credential and four years of industry experience. He joined Morgan Stanley in 2019 and previously worked at Alpha Squared Capital. Outside of finance, he works part-time in customer service at Legend Trail Golf Club. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Elliot Bearden is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Charles Schwab from 2011 to 2022 before joining Morgan Stanley in 2022. Outside of his advisory role, he restores and sells old and broken golf carts as a personal hobby. Morgan Stanley Wealth Management serves individuals and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets through a structured discovery process and a range of investment offerings.

Patrick Dukemajian is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 registrations and having two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked as a Bitcoin mentor and has experience from roles at Uber and Cellular Sales. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and broad service offerings, including retail and institutional investment solutions.

Nason Bouche is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Bank of America, N.A. and Merrill. 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 a structured planning process utilizing proprietary tools and provides a wide range of advisory programs without offering individual security recommendations as part of its standalone planning services.

Maddox Vanmeurs is a financial advisor at Morgan Stanley with a Series 66 designation and one year of experience at the firm. Prior to joining Morgan Stanley, Vanmeurs worked in various roles in education and fitness from 2009 to 2026. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.