Andrew Goldberg is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Goldberg is also the sole proprietor of West Dover Associates, an investment-related business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including 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.

Gregory Kennedy is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analyses to support its advisory services.

Sharon Rusin is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding a Series 66 designation and having four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked for Denver Public Schools from 2016 to 2022. Outside of her advisory role, she manages a rental property as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves 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 uses structured planning tools and proprietary investment models in its financial planning process.

Giovannina Casias is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. She previously worked at TIAA-CREF from 2016 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 uses structured planning tools and scenario modeling as part of its financial planning process.

Christopher Lynett is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Investments. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Blake Stamper is a financial advisor at Morgan Stanley with 13 years of industry experience. He has previously worked at E*TRADE Capital Management, Bank of America, Merrill, and Invesco Distributors. Stamper holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and offers a range of investment and estate planning services.

Keith Kulesa is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes positions at Bank of America, N.A., Merrill, and Morgan Stanley Private Bank, N.A. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.

Arthur Segall is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 1999, with prior experience at Wells Fargo Investments. Segall is based in Greenwood Village, CO. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market models.

Taylor Young is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley since 2013 and Morgan Stanley Private Bank, National Association since 2015. Additionally, he has been associated with Denver Elite since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements with employers.

Richard Janes is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory, Inc. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized groups such as Estate Planning Strategies.

Neil Kavo is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a broad 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 proprietary analytical tools.

Miles Fortune is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Capital Management, E*TRADE Securities, Fidelity Brokerage Services, and consulting firms. Outside of his advisory work, he is involved in property management as a partner in a real estate venture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Deric Martin is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Martin serves as a board member and finance committee member for the Rotary Club of Aurora. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides financial planning services under both individual and corporate agreements.

Bryan Scherer is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 credential and 13 years of industry experience. His prior work includes roles at Credit Suisse from 2018 to 2021 and multiple positions within Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management offers a broad 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 integrates sophisticated modeling techniques such as Monte Carlo simulations within its planning process.

Matthew Williams 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. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was with Edward Jones and has operated MLW Consulting, Inc. in two separate periods. Outside of his advisory role, Williams works as a referee for ice hockey games in Colorado. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs including tailored financial planning, employing structured discovery processes and proprietary planning tools to inform client strategies.

Derek Schneiderman is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and affiliated with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by advanced modeling tools.

Kelly Wilhite is a financial advisor at Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining Morgan Stanley in 2026, Wilhite worked at Severin Investments, Mass Mutual Life Insurance Co., and Bankers Life, among other firms. Outside of his advisory role, he is the owner of an insurance business focused on life, long-term care, and health insurance. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models to support clients’ financial goals, offering a broad array of retail and institutional investment solutions.

Cheryl Gibbs is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities. She also operated Cheryls Pad N Paw Care from 2008 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Norma Hartline is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and risk modeling techniques as part of its financial planning process.

Carson Smail is a financial advisor at Morgan Stanley in Greenwood Village, CO, holding a Series 66 designation. He joined Morgan Stanley in 2026 after working at Deloitte Consulting and has additional experience with Vectra Bank and the City of Denver Golf program. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, utilizing structured financial planning tools and investment strategies guided by the firm’s Global Investment Committee.