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Kathy W

Series 63, Series 65

Huntington, WV

Morgan Stanley

Kathy Whitley is a financial advisor with Morgan Stanley in Huntington, WV, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley since 2009. 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 diverse financial services, including relationships with investment companies, private funds, and affiliated commodity trading activities.

General estate planning guidance
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Thomas C

Series 63, Series 65

Huntington, WV

Morgan Stanley

Thomas Cannon is a financial advisor with Morgan Stanley in Huntington, WV, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes prior roles at Wells Fargo Advisors and Prudential Equity Group. He serves as a board member of The Huntington City Mission Inc., a local nonprofit involved in fundraising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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James K

Series 63, Series 65

Huntington, WV

Morgan Stanley

James Karnes is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2002. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and the Estate Planning Strategies Group.

General estate planning guidance
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Benjamin M

Series 66

Huntington, WV

Morgan Stanley

Benjamin Mc Ginnis is a financial advisor at Morgan Stanley in Huntington, WV, holding the Series 66 designation. He has one year of industry experience, with prior roles at firms including Suttle and Stalnaker, PLLC and several accounting firms. His background also includes engagements outside of finance, such as work with Nomada Bakery and the United Methodist Foundation of WV, Inc. Morgan Stanley Wealth Management provides 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 delivers services through a range of programs, including corporate financial planning agreements.

General estate planning guidance
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Margaret H

Series 66

Huntington, WV

Morgan Stanley

Margaret Hagy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2020. 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 processes and firm-approved tools.

General estate planning guidance
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Dewey B

Series 66

Huntington, WV

Morgan Stanley

Dewey Brown is a Series 66-licensed financial advisor with Morgan Stanley in Huntington, WV, with four years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., along with experience working at Wake Forest University and the United States Senate. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

General estate planning guidance
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Lea B

Series 63, Series 66

Huntington, WV

Morgan Stanley

Lea Bostic is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2012 and holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

General estate planning guidance
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William B

Series 63

Huntington, WV

Morgan Stanley

William Brown Jr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services through both direct client relationships and corporate agreements.

General estate planning guidance
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Christopher S

Series 63, Series 66

Huntington, WV

Morgan Stanley

Christopher Staten is a financial advisor at Morgan Stanley with 19 years of industry experience. He previously worked at J.P. Morgan Securities, United Bank, and United Brokerage Services Inc. His current credentials include the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide 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.

General estate planning guidance
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John V

Series 63, Series 65

Huntington, WV

Morgan Stanley

John Villers is a financial advisor with Morgan Stanley in Huntington, West Virginia, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves 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 employs a structured planning process supported by firm-approved tools and strategic investment estimates.

General estate planning guidance
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Jason S

Series 66, Series 63

Huntington, WV

Morgan Stanley

Jason Strader is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, he has served as a coach for the Ashland Independent School District since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports both individual clients and corporate financial planning agreements.

General estate planning guidance
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Chase V

Series 66

Huntington, WV

Morgan Stanley

Chase Villers is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and is currently based in Huntington, WV. His work history includes roles within Morgan Stanley and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

General estate planning guidance
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Jan M

Series 66

Huntington, WV

Morgan Stanley

Jan Mc Ginnis is a financial advisor with Morgan Stanley in Huntington, West Virginia, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley, Mc Ginnis spent nine years at Realty Exchange. Outside of work, Mc Ginnis serves as Treasurer on the board of the Boys and Girls Club in Huntington, West Virginia. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Benjamin M

Series 63, Series 65, Series 66

Huntington, WV

Morgan Stanley

Benjamin Mcginnis is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Mcginnis holds Series 63, Series 65, and Series 66 designations. He serves on the boards of several community organizations, including the Foundation for the Tri-State Community, where he is a board member and investment committee participant, and the Hoops Family Children’s Hospital Trust Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, supported by structured processes and analytical tools, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Cole V

Series 66

Huntington, WV

Morgan Stanley

Cole Villers is a Series 66-licensed financial advisor with Morgan Stanley, based in Huntington, WV, and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked in education for Ashland Independent Schools and held various roles at Marshall University and Morehead State University. Outside of his advisory practice, he is involved with Complex7, a recreation-focused business. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to develop tailored plans, while clients are responsible for implementing and maintaining their plans.

General estate planning guidance
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Janet C

Series 63, Series 66

Huntington, WV

Morgan Stanley

Janet Chaffin is a financial advisor with Morgan Stanley in Huntington, WV, holding Series 63 and Series 66 credentials and 25 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 that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

General estate planning guidance
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Leigh V

Series 63, Series 65

Huntington, WV

Morgan Stanley

Leigh Villers is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. He previously worked at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers financial planning through a structured process supported by firm-approved tools.

General estate planning guidance
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Gary M

Series 63, Series 65

Huntington, WV

Morgan Stanley

Gary Mcalister is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior experience at Morgan Stanley Smith Barney and Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services supported by proprietary tools and models. The firm manages approximately $2.74 trillion in client assets through both direct and corporate financial planning relationships.

General estate planning guidance
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