Michelle Copenhaver is a financial advisor at Morgan Stanley in Kalamazoo, MI, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2009. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by proprietary tools and models.

Terrence Park is a Series 66-credentialed financial advisor with 17 years of industry experience. He is currently with Morgan Stanley in Kalamazoo, MI, where he has worked since 2021, and has prior experience at UBS Financial Services and earlier Morgan Stanley engagements. Outside of his advisory role, he was previously the owner and manager of Fix My Ride LLC, a web and mobile application connecting drivers with mechanics, though the business has been inactive since 2020. Morgan Stanley Wealth Management serves 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 utilizes structured planning tools and broad investment offerings.

Kristyn Powers is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and previously worked at Chemical Bank and Huntington National Bank before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and modeling tools to assist clients.

Matthew Kokinis is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017, following a thirteen-year tenure at PNC Financial Services. Morgan Stanley Wealth Management provides a variety 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’s planning approach uses structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Robert Tighe III is a financial advisor with Morgan Stanley in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Citigroup Global Markets since 2005 and Morgan Stanley since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services, including estate strategies and corporate financial planning agreements.

Jordan Mucci is a financial advisor with Morgan Stanley in Kalamazoo, MI, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2019. Prior to that, he worked at Quicken Loans Inc. and attended the University of Michigan. 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 a structured, tool-based planning process without providing individual security recommendations as part of standalone planning.

Thomas Scampini is a financial advisor with Morgan Stanley in Kalamazoo, MI, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1998. 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 tailored financial planning services, managing approximately $2.74 trillion in client assets.

Randy Bettich is a financial advisor with Morgan Stanley, holding Series 63 and 66 licenses and bringing 39 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 14 years. Outside of his advisory role, Bettich serves as a trustee on the boards of the LMC Foundation and the Humane Society of Southwestern Michigan, chairs the Investment & Finance Committee for the Lake Michigan College Foundation, and co-chairs the Rotary Club of St. Joseph-Benton Harbor’s annual high school track meet. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models, while generally acting in an advisory capacity for plan implementation.

Joanie Gilger is a financial advisor at Morgan Stanley in Kalamazoo, MI, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at 1st Source Bank and Gusto, as well as several years in the hospitality industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by firm-approved tools and a structured discovery process.

Stephen Mucci is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1994. Mucci serves on the Endowment and Audit Committee of the Kalamazoo Institute of Arts. 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 combines retail and institutional services with specialized investment and trading activities.

Courtney Dunn is a financial advisor with Morgan Stanley in Kalamazoo, MI, holding Series 63 and Series 66 credentials and has 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also has experience with Citigroup Global Markets dating back to 2004. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 offers services through its Financial Advisors and Estate Planning Strategies Group.

Mark Sandmeyer is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, 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 both individual and corporate financial planning agreements.

David Grall is a financial advisor with Morgan Stanley in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client responsibility for implementation and updates.

Maya Nashef is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, and PNC Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering 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 planning tools, including Global Investment Committee return estimates and Monte Carlo simulations, as part of its financial planning process.

Scott Hewitt is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Hewitt holds a Series 66 designation and is based in Kalamazoo, MI. 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 structured discovery processes and firm-approved planning tools.