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Russell P

Series 63, Series 65

Greenwood Village, CO

Morgan Stanley

Russell Petrin is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial plans both directly and through Corporate Financial Planning agreements with employers.

General estate planning guidance
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Bryan K

Series 66

Greenwood Village, CO

Morgan Stanley

Bryan Koepf is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, Koepf serves as an executor for an estate in Lake Bluff, Illinois. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

General estate planning guidance
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Nicholas L

Series 66

Greenwood Village, CO

Morgan Stanley

Nicholas Lombardi is a financial advisor at Morgan Stanley in Greenwood Village, CO, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley and its related entities since 2015, including Morgan Stanley Private Bank, N.A. 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 employs a structured planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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John S

Series 63, Series 65

Greenwood Village, CO

Morgan Stanley

John Skalet is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2012. 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 financial planning process supported by firm-approved tools and analysis methods.

General estate planning guidance
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G A

Series 63, Series 65

Greenwood Village, CO

Morgan Stanley

G Agebrand is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and operates both as an investment adviser and broker-dealer.

General estate planning guidance
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Galina E

Series 66

Greenwood Village, CO

Morgan Stanley

Galina Esterby is a Series 66-licensed financial advisor with Morgan Stanley, based in Greenwood Village, Colorado. She has 24 years of industry experience and has been with Morgan Stanley since 2009, including work with Morgan Stanley Private Bank, N.A. outside her advisory role, Esterby also provides consulting services to the financial committee of B'nai Havorah Synagogue and works as a part-time translator for software and technology firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a large network of financial advisors nationwide.

General estate planning guidance
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Timothy S

Series 63, Series 65

Greenwood Village, CO

Morgan Stanley

Timothy Soderquist is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. 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 uses a structured financial planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Lisa M

Series 63, Series 66

Greenwood Village, CO

Morgan Stanley

Lisa Milster is a financial advisor with Morgan Stanley and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including roles at UBS Financial Services and Merrill. Since 2023, she has been with Morgan Stanley Smith Barney LLC in Greenwood Village, Colorado. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and methodologies.

General estate planning guidance
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Marion M

Series 63, Series 65, Series 66

Greenwood Village, CO

Morgan Stanley

Marion Metzbower is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 credentials and bringing 31 years of industry experience. Marion has previously worked at Bank of America, Merrill, and PIMCO Investments. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Edward M

Series 63, Series 65

Greenwood Village, CO

Morgan Stanley

Edward May is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. 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 customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

General estate planning guidance
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Kathleen J

Series 63, Series 65

Greenwood Village, CO

Morgan Stanley

Kathleen Johnson is a financial advisor at Morgan Stanley with 32 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning utilizing structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Tiffany A

Series 63, Series 66

Greenwood Village, CO

Morgan Stanley

Tiffany Adams is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her prior roles include ten years at J.P. Morgan Securities and current positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to her advisory work, she is the sole proprietor of Silverpeak LLC, a property management business in Minnesota. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and models to guide client strategies.

General estate planning guidance
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Kelly G

Series 65, Series 63

Greenwood Village, CO

Morgan Stanley

Kelly Gaskins Widvey is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at UBS Financial Services and Merrill. 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 supported by structured discovery conversations and firm-approved tools.

General estate planning guidance
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Mc Kinzie S

Series 65, Series 63

Greenwood Village, CO

Morgan Stanley

Mc Kinzie Soderstrum is a financial advisor at Morgan Stanley in Greenwood Village, CO, holding Series 65 and Series 63 licenses with 10 years of industry experience. Prior to joining Morgan Stanley in 2019, Soderstrum worked at D.A. Davidson & Co. and OppenheimerFunds Distributor, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by structured planning tools and investment modeling.

General estate planning guidance
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Tonya K

Series 63, Series 66

Greenwood Village, CO

Morgan Stanley

Tonya Krueger is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Michelle S

Series 63, Series 66

Greenwood Village, CO

Morgan Stanley

Michelle Spada is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, Spada operates a retail and online store business in Castle Rock, Colorado. 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 offers planning both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Emily C

Series 63, Series 65

Greenwood Village, CO

Morgan Stanley

Emily Cutson is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at TIAA-CREF from 2020 to 2025 and at TIAA from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies as part of its advisory process.

General estate planning guidance
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Keith R

Series 63, Series 65

Greenwood Village, CO

Morgan Stanley

Keith Robinson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is involved as a partner in an investment related to property management in Centennial, Colorado. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

General estate planning guidance
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Paula Z

Series 63, Series 66

Greenwood Village, CO

Morgan Stanley

Paula Zavatti Rainbow is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 utilizes structured planning tools and models to support its advisory services.

General estate planning guidance
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Samuel U

Series 66

Greenwood Village, CO

Morgan Stanley

Samuel Uzzan is a financial advisor at Morgan Stanley in Greenwood Village, CO, holding a Series 66 designation with no prior industry experience. His work history includes roles at Morgan Stanley Private Bank, Clifton Larson Allen, Pennymac Financial Services, and Merrill Lynch, among others. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm uses structured discovery processes and planning tools to develop financial plans and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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