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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® with 38 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Greenwood Village, CO. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was employed by Citigroup Global Markets starting in 1995. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

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 at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. It offers a wide array of advisory programs and financial planning services supported by firm-approved tools and investment strategies.

General estate planning guidance
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Samantha F

Series 65, Series 63

Greenwood Village, CO

Morgan Stanley

Samantha Favis is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 licenses and with 16 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley & Co., LLC since 2017, and previously was with First Republic Securities Company and First Republic Investment Management from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and market outlook models.

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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Garrett H

Series 66, Series 63

Greenwood Village, CO

Morgan Stanley

Garrett Hill is a financial advisor at Morgan Stanley in Greenwood Village, CO, with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work history includes roles 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 serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by structured processes and advanced modeling tools. The firm manages substantial client assets and provides a wide range of investment and planning services.

General estate planning guidance
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Denise M

Series 66

Greenwood Village, CO

Morgan Stanley

Denise Meehan is a Series 66-registered financial advisor with Morgan Stanley in Greenwood Village, CO, with 15 years of industry experience. She has worked at Morgan Stanley since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and models to support client goals.

General estate planning guidance
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Charles J

Series 63, Series 66

Greenwood Village, CO

Morgan Stanley

Charles Johnson is a financial advisor at Morgan Stanley with 14 years of industry experience. He has been with the firm since 2012 and holds Series 63 and Series 66 designations. 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 structured planning tools and methodologies to support client financial goals.

General estate planning guidance
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Karen M

Series 66

Greenwood Village, CO

Morgan Stanley

Karen Miller is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds a Series 66 designation and has worked at Citigroup Global Markets since 1996, joining Morgan Stanley Smith Barney in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services 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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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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