Nicholas Wintermeyer is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Vanguard Group, State Street Global Advisors, and MassMutual Life Insurance. Prior to entering financial services, he was employed at Rancho Manana Golf Club and involved with Kidspark. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Nathaniel Ko is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior work at J.P. Morgan and various roles during his studies at Arizona State University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, using structured financial planning tools and modeling techniques to support client goals.

Jeremy Hall is a financial advisor at Morgan Stanley in Gilbert, Arizona, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and Physicians Stats Labs. He also serves as a power of attorney for a fiduciary entity based in Queen Creek, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

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 with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Morgan Stanley since 2018, as well as positions at E*Trade Securities, Western State Bank, and Arizona State University. 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. The firm’s planning process uses structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

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.

Connor Casten is a Series 66-licensed financial advisor with Morgan Stanley in Gilbert, Arizona. He began his advisory role in 2025 and has prior work experience in the hospitality and retail industries, including positions at Marriott International and Walmart. Casten also had a role at Thornhill Taphouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools.

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.

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 63 and Series 66 licenses with five years of industry experience. His prior work includes roles at E*TRADE Securities LLC and multiple positions at Brigham Young University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services.

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, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at JR Capital, LLC, and multiple periods of full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

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 five 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, providing a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate various investment and advisory 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 at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses. Before joining Morgan Stanley in 2025, he worked as a Bitcoin Mentor for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. 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 advisory services.

James Katikos is a financial advisor at Morgan Stanley in Gilbert, AZ, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including E*TRADE, Charles Schwab, Merrill, and USAA. Outside of his advisory role, he is the owner of Kalyvest, LLC, a business involved in real estate. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that incorporates firm-approved tools and investment analysis, acting primarily in an advisory capacity.