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Michel D

Series 66

Huntsville, AL

Morgan Stanley

Michel Denis Jr. is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is the sole owner of Domaine South and CHUK, private retail businesses offering gifts, wine, and kitchen goods. Morgan Stanley Wealth Management provides a range of advisory services to both 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 investment programs that include diverse retail and institutional solutions.

General estate planning guidance
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John A

Series 66

Huntsville, AL

Morgan Stanley

John Allen is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Outside of his advisory role, he serves on the Finance Committee Board of the Huntsville Museum of Art. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process using firm‑approved tools and offers services that include both retail and institutional investment options.

General estate planning guidance
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Sonja L

Series 66

Huntsville, AL

Morgan Stanley

Sonja Lamar is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2017. Outside of her advisory role, she is a sole proprietor of a rental property business. 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 that utilize structured discovery and advanced modeling tools.

General estate planning guidance
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Matthew M

Series 66

Huntsville, AL

Morgan Stanley

Matthew Mantooth is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 designation and totaling one year of industry experience. His work history includes roles at Morgan Stanley and teaching positions at Auburn University and Westminster Christian Academy. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

General estate planning guidance
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Todd M

Series 66

Huntsville, AL

Morgan Stanley

Todd McBride is a Series 66 licensed financial advisor with Morgan Stanley, based in Huntsville, AL. He has 16 years of industry experience, including roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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 employs structured planning tools and models to support its advisory services.

General estate planning guidance
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Jennifer D

Series 66

Huntsville, AL

Morgan Stanley

Jennifer Dawson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2020 and previously spent eight years at Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a variety 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 offers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Charles J

Series 63, Series 65

Huntsville, AL

Morgan Stanley

Charles Jones is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He is involved in a private company outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling techniques.

General estate planning guidance
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William J

Series 66

Huntsville, AL

Morgan Stanley

William Jones is a Series 66-licensed financial advisor at Morgan Stanley in Huntsville, AL, with one year of industry experience. His background includes roles at Morgan Stanley and positions outside finance at Your Golf Superstore and Tenders Inc. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm-approved tools, serving clients through a broad range of investment and financial products.

General estate planning guidance
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Terri S

Series 66

Huntsville, AL

Morgan Stanley

Terri Sherrill is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 credential and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including comprehensive financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides both retail and corporate financial planning services.

General estate planning guidance
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Madeline M

Series 63, Series 66

Huntsville, AL

Morgan Stanley

Madeline Mullins is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank since 2019. Outside of finance, she has worked as a consultant selling home interior products through home shows. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Thomas K

Series 63, Series 65

Huntsville, AL

Morgan Stanley

Thomas Keene is a financial advisor with Morgan Stanley Wealth Management in Huntsville, Alabama. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at UBS Financial Services for 13 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 customized financial planning supported by structured discovery conversations and advanced modeling tools.

General estate planning guidance
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Susan Elizabeth H

Series 66

Huntsville, AL

Morgan Stanley

Susan Elizabeth Howard is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Urology Centers of Alabama, Huntsville Utilities, and Samford University. Morgan Stanley Wealth Management serves 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 modeling techniques.

General estate planning guidance
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William K

Series 66

Huntsville, AL

Morgan Stanley

William Keene is a Series 66-licensed financial advisor with Morgan Stanley, based in Huntsville, AL. He has been with Morgan Stanley since 2025, including a role at Morgan Stanley Private Bank, N.A. He previously worked as a self-employed Medicare insurance broker and has held various roles in different industries. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and corporate financial planning agreements.

General estate planning guidance
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Leslie S

Series 63, Series 65

Huntsville, AL

Morgan Stanley

Leslie Solley is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held her current position at Morgan Stanley Smith Barney LLC since 2009. Leslie holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Christopher W

Series 66

Huntsville, AL

Morgan Stanley

Christopher Walker is a Series 66-licensed financial advisor with 28 years of industry experience. He is currently with Morgan Stanley, having worked with Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley Smith Barney LLC since 2020. Prior to Morgan Stanley, he was employed at Bank of America, N.A. and Merrill for a combined total of over 20 years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing 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 supported by proprietary tools and market modeling techniques.

General estate planning guidance
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William J

Series 63, Series 65

Huntsville, AL

Morgan Stanley

William Jeffery is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with 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 variety of advisory programs and financial planning services supported by structured discovery tools and modeling techniques such as Monte Carlo simulations.

General estate planning guidance
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Michael S

Series 66

Huntsville, AL

Morgan Stanley

Michael Spaulding is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including personalized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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William H

Series 63, Series 66

Huntsville, AL

Morgan Stanley

William Heyward Jr. is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2017 and previously spent four years with Raymond James & Associates. Outside of his advisory work, he serves as a part-time Assistant Pastor at Valley Presbyterian Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services based on structured discovery and firm-approved planning tools.

General estate planning guidance
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Patrick S

Series 66

Huntsville, AL

Morgan Stanley

Patrick Shields is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 designation and 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, and previously held roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its network of advisors and specialized planning groups. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

General estate planning guidance
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Dane B

Series 63, Series 65

Huntsville, AL

Morgan Stanley

Dane Block is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 2002. Outside of his advisory role, Block serves on the boards of Huntsville Downtown Redevelopment and the Huntsville and Madison County Railroad Authority, and is Executive Director of the Rocket City Bowl LLC. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including estate planning and corporate financial planning agreements.

General estate planning guidance
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Philip C

Series 63, Series 65

Huntsville, AL

Morgan Stanley

Philip Crosby is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Daniel A

Series 66

Huntsville, AL

Morgan Stanley

Daniel Amesbury is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is an independent contractor for Vector Marketing Corporation, where he can submit orders for Cutco Cutlery. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and scenario modeling.

General estate planning guidance
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Jacob M

Series 66

Huntsville, AL

Morgan Stanley

Jacob Magnusson is a financial advisor at Morgan Stanley in Huntsville, Alabama, with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, following seven years at Trustmark National Bank. 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, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Brian P

CFP®, Series 66

Huntsville, AL

Morgan Stanley

Brian Peacock is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at Bank of America and Merrill, accumulating experience across these firms since 2012. Outside of his advisory role, he is a deacon at Chase Park Church of Christ in Huntsville, Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning integrated with a wide range of advisory programs and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Jonathan B

Series 66

Huntsville, AL

Morgan Stanley

Jonathan Beuoy is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley and its Private Bank in 2017, he served ten years with the United States Defense Department. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and advisory processes, offering a range of investment and financial solutions.

General estate planning guidance
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Glenda G

Series 63, Series 65

Huntsville, AL

Morgan Stanley

Glenda Gough is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, following her tenure at Morgan Stanley Smith Barney LLC beginning in 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 methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

General estate planning guidance
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Alex P

Series 66, Series 65

Huntsville, AL

Morgan Stanley

Alex Pols is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and corporate financial planning agreements.

General estate planning guidance
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Margaret A

Series 63, Series 65

Huntsville, AL

Morgan Stanley

Margaret Aaron is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 licenses and over 29 years of industry experience. She has worked at Morgan Stanley since 2019, following three years at Keel Point, LLC and Keel Point Capital, LLC. Outside of her advisory work, she owns a mini storage business in Huntsville. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery processes and advanced modeling tools, offering a range of investment and wealth management solutions.

General estate planning guidance
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Julie A

CFP®, Series 66

Huntsville, AL

Morgan Stanley

Julie Alley is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work includes roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services using structured discovery conversations and proprietary planning tools.

General estate planning guidance
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Penelope K

Series 63, Series 65

Huntsville, AL

Morgan Stanley

Penelope Keene is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She previously worked at UBS Financial Service Inc for 13 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a broad 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 offers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Mark M

Series 63, Series 65

Huntsville, AL

Morgan Stanley

Mark Mantooth is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Merrill, Bank of America, and Morgan Stanley since 1989. Morgan Stanley Wealth Management provides tailored financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a range of investment and financial products through its extensive advisory platform.

General estate planning guidance
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Philip D

Series 66

Huntsville, AL

Morgan Stanley

Philip Denis is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning processes and various advisory programs.

General estate planning guidance
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Emma K

Series 65, Series 63

Huntsville, AL

Morgan Stanley

Emma Kahalley is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Porter White Investment Advisors and Highland Associates. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a variety of advisory programs for individuals and institutions, including tailored financial planning services utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

General estate planning guidance
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Harrison G

Series 66

Huntsville, AL

Morgan Stanley

Harrison Gough is a financial advisor at Morgan Stanley with the Series 66 designation and two years of industry experience. His work history includes roles at Morgan Stanley Private Bank, MAD Security, Teksouth, ADP, and Hexagon Safety & Infrastructure. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

General estate planning guidance
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William T

Series 63, Series 65

Huntsville, AL

Morgan Stanley

William Thomson is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and 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. The firm offers a variety of advisory programs, including tailored financial planning using firm-approved tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Parker R

Series 66

Huntsville, AL

Morgan Stanley

Parker Rutland is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 credential and seven years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Raymond R

CFP®, Series 63, Series 65

Huntsville, AL

Morgan Stanley

Raymond Rutland is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His career includes roles at Merrill for 35 years, Bank of America for nine years, and Morgan Stanley Private Bank since 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a variety 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 offers services through both direct and corporate financial planning agreements.

General estate planning guidance
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Steven R

Series 66

Huntsville, AL

Morgan Stanley

Steven Reardon is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments for 13 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not provide individual security recommendations as part of its standalone planning services.

General estate planning guidance
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Robert M

Series 66

Huntsville, AL

Morgan Stanley

Robert Mcroy is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of finance, Mcroy is a self-employed PGA Tour professional with a career dating back to 1992 and serves as a golf coach at Westminster Christian Academy. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, delivering tailored financial planning that includes tools such as Monte Carlo simulations and Secular Return Estimates from its Global Investment Committee.

General estate planning guidance
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James B

Series 63, Series 65

Huntsville, AL

Morgan Stanley

James Bridges is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, Bridges coaches youth soccer for KICKS Futbol Club, a nonprofit organization in Huntsville. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a broad array of investment and planning services.

General estate planning guidance
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Madeline J

Series 66

Huntsville, AL

Morgan Stanley

Madeline Jordan is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked in both the financial services and consulting sectors. Outside of her advisory role, she is involved as a part-time consultant bookkeeper for Mechvision Inc. and instructs group fitness classes at 24e Health Clubs. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Christopher J

Series 66

Huntsville, AL

Morgan Stanley

Christopher Jones is a financial advisor at Morgan Stanley based in Huntsville, Alabama, holding a Series 66 designation with 13 years of industry experience. He previously worked at Bank of America and Merrill, serving in advisory roles from 2012 through 2021. Outside of finance, Jones is involved with Bubba's Silver Spoon Catering, a restaurant and bar in Huntsville. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside diverse investment and financial product offerings.

General estate planning guidance
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John J

Series 66

Huntsville, AL

Morgan Stanley

John Jeffery is a Series 66-licensed financial advisor with Morgan Stanley, based in Huntsville, AL, with 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in software development through a personal business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Jared M

CFP®, Series 66

Huntsville, AL

Morgan Stanley

Jared Mayfield is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Morgan Stanley, where he has worked since 2020, following prior roles at Bank of America and Merrill. 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 and financial planning services supported by structured planning tools and investment committee guidance.

General estate planning guidance
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Margaret W

Series 63, Series 65

Huntsville, AL

Morgan Stanley

Margaret Weaver is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She worked at Merrill from 1992 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Outside of her advisory role, she manages Olympus Strategic Investments LLC, an agriculture-related business. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a wide range of investment programs.

General estate planning guidance
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