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Joseph G

Series 63, Series 66

Greenwood Village, CO

Morgan Stanley

Joseph Gold is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for nearly two decades at TIAA-CREF. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering financial planning and investment services supported by firm-approved tools and methodologies.

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 with Morgan Stanley in Greenwood Village, Colorado, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he is a partner involved in private investments related to oil, gas, and real estate through AR Capital Partners LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by proprietary tools and methodologies.

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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Kevin K

Series 63, Series 65

Greenwood Village, CO

Morgan Stanley

Kevin Kopp is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and employs a structured planning process supported by firm-approved tools.

General estate planning guidance
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Michael H

CFP®, Series 63, Series 65

Greenwood Village, CO

Morgan Stanley

Michael Hood is a CFP® professional with 38 years of experience in the financial industry. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was employed by Citigroup Global Markets for 14 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model potential outcomes.

General estate planning guidance
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Bradley A

Series 63, Series 66

Greenwood Village, CO

Morgan Stanley

Bradley Adams is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a decade at J.P. Morgan Securities. Outside of his advisory role, he is the sole proprietor of Silver Peak Rd LLC, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Jerry R

Series 63, Series 65

Greenwood Village, CO

Morgan Stanley

Jerry Reiff is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kylie H

Series 63, Series 66

Greenwood Village, CO

Morgan Stanley

Kylie Hill is a financial advisor at Morgan Stanley with Series 63 and 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, she worked at Fidelity Investments. Her background includes a variety of roles outside finance, such as positions in the food service and retail industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and extensive resources.

General estate planning guidance
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Hunter K

Series 66

Greenwood Village, CO

Morgan Stanley

Hunter Kopp is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2022 and at Morgan Stanley Smith Barney LLC since 2021. Prior to his financial services career, he held roles at KONE Elevator and Schindler Elevator Corp. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals 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 offers financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Jeffrey M

Series 63, Series 65

Greenwood Village, CO

Morgan Stanley

Jeffrey Mc Cabe is a financial advisor at Morgan Stanley with 18 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC, E*TRADE Securities LLC, Charles Schwab, and National Planning Holdings. Outside of his advisory work, he coaches girls’ basketball at Arapahoe High School in Littleton, Colorado. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its extensive network of financial advisors.

General estate planning guidance
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Garrett H

Series 63, Series 66

Greenwood Village, CO

Morgan Stanley

Garrett Hill is a financial advisor at Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc and Colchis Capital Management, as well as experience outside finance at Tokyo Fish Market and Bo's Automotive. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee’s research.

General estate planning guidance
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Denise M

Series 66

Greenwood Village, CO

Morgan Stanley

Denise Meehan is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017. Her prior experience includes roles at Wells Fargo Clearing and Stratos Wealth Partners. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling in its financial planning process.

General estate planning guidance
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Karen M

Series 66

Greenwood Village, CO

Morgan Stanley

Karen Miller is a Series 66-credentialed financial advisor with Morgan Stanley in Greenwood Village, Colorado, bringing 35 years of industry experience. She previously worked at Citigroup Global Markets for 13 years before joining Morgan Stanley Smith Barney in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Barbara D

Series 63

Greenwood Village, CO

Morgan Stanley

Barbara Davidman is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and corporate financial planning agreements.

General estate planning guidance
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Gary S

Series 63, Series 65

Greenwood Village, CO

Morgan Stanley

Gary Sanchez is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Janus Management Holdings Corp., Syntrinsic Investment Counsel, Invesco Distributors, Inc., and Oppenheimerfunds Distributor Inc. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and financial planning services. The firm employs structured discovery processes and firm-approved planning tools to develop tailored strategies but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

General estate planning guidance
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Nicholas B

Series 66

Greenwood Village, CO

Morgan Stanley

Nicholas Breen is a financial advisor at Morgan Stanley with nine years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017, following four years at ConocoPhillips. Outside of his advisory role, he mentors business students at the University of Colorado Leeds School of Business. 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 research from its Global Investment Committee.

General estate planning guidance
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