Drew Armstrong is a financial advisor with Morgan Stanley in Holladay, UT, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and Morgan Stanley Private Bank, N.A. He is also involved with Strykaar, LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and research.

Nicholas Marsh is a financial advisor with Morgan Stanley in Holladay, UT, holding the CFP® and Series 66 designations and has 11 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is a member of the Salt Lake Rotary, with involvement in community activities focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved analytical tools but does not offer individual security recommendations as part of standalone planning.

Darla Slagowski is a financial advisor at Morgan Stanley with 29 years of industry experience. She has held her current position since 2009 at Morgan Stanley Smith Barney LLC. Slagowski holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Andrew Harding is a financial advisor with Morgan Stanley in Holladay, Utah, holding a Series 66 credential and 16 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of his advisory work, he is a limited partner in Harding Family Investments LLC, a for-profit business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved planning tools.

Stephan Micklos is a financial advisor with Morgan Stanley in Holladay, UT, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of advising, he is a partner in 8 Moose Enterprises, a recreation-focused business. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Benjamin Warren is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at E*TRADE Capital Management and E*Trade Securities. He is currently based in Holladay, Utah. 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 methodologies.

Christopher Finlinson is a financial advisor with Morgan Stanley in Holladay, UT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2022 and previously with E*TRADE Capital Management and E*TRADE Securities. 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 and firm-approved tools, managing approximately $2.74 trillion in client assets.

Tracy Duckworth is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she is a partner in Teton 18, a real estate business based in Holladay, Utah. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques as part of its advisory services.

Jeffrey Schuler is a financial advisor at Morgan Stanley with 3 years of industry experience. He holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, he worked at ARUP Laboratories and Sound Concepts, Inc. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a structured planning process that does not include individual security recommendations as part of standalone plans.

Jeffrey Hansen is a financial advisor with Morgan Stanley who holds a Series 66 designation and has eight years of industry experience. He previously worked at Grifols/Biomat USA from 2016 to 2018. Outside of his advisory role, he is involved with Greatest Goods, LLC, an online retail business based in Lehi, Utah. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outcome models.

Cassie Anderson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., Bank of America, N.A., Merrill, and The Kansas City Steak Company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Kevin Johnson is a financial advisor with Morgan Stanley in Holladay, UT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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, tool-based planning process without providing individual security recommendations in standalone plans.

Kimberly Mitchell is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She worked at Merrill and Merrill Lynch Pierce, Fenner & Smith from 1993 to 2019 before joining Morgan Stanley Smith Barney LLC in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to 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 financial planning process supported by firm-approved tools and modeling techniques.

Jason Andersen is a CFP® with 18 years of industry experience, currently associated with Morgan Stanley. His work history includes roles at J.P. Morgan Securities and teaching experience at Juan Diego Catholic High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Kirsten Richards is a Series 66-licensed financial advisor with 17 years of industry experience. She is currently with Morgan Stanley, where she has worked since 2024 and previously from 2017 to 2019. Her prior roles include several years at Wells Fargo Advisors and Wells Fargo Clearing. Richards is also the sole proprietor of K Arcilesi LLC, an investment-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Gregory Miller is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities for 11 years. 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 planning tools.

Paul Barton is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Nicole Leatham is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Shane Prescott is a financial advisor with Morgan Stanley in Holladay, UT, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley since 2009 and has worked 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 with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that emphasize structured financial planning supported by firm-approved tools and modeling techniques.

Mary Leonard is a financial advisor with Morgan Stanley in Holladay, Utah, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. She has been with Morgan Stanley since 2010, including over a decade at Morgan Stanley Private Bank, National Association. Outside of her advisory role, Leonard is a partner in AL&RL Investments, a real estate venture based in Salt Lake City. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its extensive network of advisors.

Roland Miles is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and 19 years of industry experience. He previously worked for E*TRADE Capital Management LLC and E*Trade Securities LLC for 14 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, with a focus on advisory services rather than individual security recommendations.

Jennifer Sturgis is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm employs structured discovery conversations and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Randy Mangum is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Prior to joining Morgan Stanley in 2023, he spent nine years with E*TRADE Capital Management LLC. Outside of his advisory role, he is involved in property management as a rental property landlord. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and broad investment solutions.