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Andrew C

Series 66

Hilton Head Island, SC

Morgan Stanley

Andrew Cook is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. He also serves as a successor trustee in a trust-related capacity outside his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm’s financial planning utilizes structured discovery conversations and firm-approved tools, serving approximately $2.74 trillion in client assets.

General estate planning guidance
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Christine Q

Series 63, Series 66

Hilton Head Island, SC

Morgan Stanley

Christine Quinn is a financial advisor with Morgan Stanley in Ridgeland, South Carolina, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory work, she owns and operates a private nutrition counseling business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client strategies.

General estate planning guidance
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Thomas C

Series 66, Series 63

Hilton Head Island, SC

Morgan Stanley

Thomas Conlon is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Betterment LLC for three years before joining Morgan Stanley in 2019. 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 employs structured planning tools and scenario modeling as part of its comprehensive financial planning process.

General estate planning guidance
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Michael C

Series 66

Hilton Head Island, SC

Morgan Stanley

Michael Cooler is a financial advisor with Morgan Stanley, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Prudential Private Capital and Ivy Asset Group, LLC. He serves on the Finance & Audit Committee of the Coastal Community Foundation, a nonprofit involved in various community and humanitarian efforts. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that extend from individual financial plans to corporate financial planning agreements.

General estate planning guidance
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Earl C

Series 63, Series 65

Hilton Head Island, SC

Morgan Stanley

Earl Cooler Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple Morgan Stanley entities since 2009. Outside of finance, he co-owns Cooler Charters LLC, which offers private fishing charters in Ridgeland, South Carolina. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include retirement, estate, and investment planning.

General estate planning guidance
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Robert L

Series 63, Series 65

Hilton Head Island, SC

Morgan Stanley

Robert Long is a financial advisor with Morgan Stanley in Hilton Head Island, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He 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 provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

General estate planning guidance
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Kevin C

Series 66

Hilton Head Island, SC

Morgan Stanley

Kevin Courtney is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the stewardship committee at Providence Presbyterian Church in Hilton Head Island, managing the church’s finances and encouraging membership giving. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and advanced modeling techniques. 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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James T

Series 63, Series 65

Hilton Head Island, SC

Morgan Stanley

James Thomas Jr. is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and currently serves at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured processes and analytical tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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