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Shaun F

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Shaun Flanigan is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has worked at Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2017. 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, managing approximately $2.74 trillion in client assets, and employs a structured planning process supported by firm-approved tools and analysis.

General estate planning guidance
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Christopher B

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Christopher Briley is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, with prior experience at Citigroup Global Markets dating back to 2004. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee to develop tailored financial strategies.

General estate planning guidance
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Tommie H

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Tommie Hughes is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Hughes is active in religious speaking and preaching through TR Hughes Ministries and serves as treasurer for the Pentecostal Assemblies of The World. 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 emphasizes a structured financial planning process supported by firm-approved tools and offers a wide range of investment and planning solutions.

General estate planning guidance
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Erin M

Series 63, Series 66

Kansas City, MO

Morgan Stanley

Erin Murphy is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked with firms including Raymond James Financial and Waddell & Reed. Murphy serves as a board member for the Kearney Quarterback Club, a community organization in Kearney, Missouri. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Todd A

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Todd Acuff is a financial advisor at Morgan Stanley with 32 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 2012. He is based in Kansas City, MO. 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 planning process that incorporates firm-approved tools and modeling techniques.

General estate planning guidance
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Glenda F

Series 63, Series 66

Kansas City, MO

Morgan Stanley

Glenda Fiegl is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2013. 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 supported by firm-approved tools and investment insights from its Global Investment Committee.

General estate planning guidance
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Dallas W

Series 66

Kansas City, MO

Morgan Stanley

Dallas Warner is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation. He has worked at Morgan Stanley since 2021, following prior roles at Tailored Management and Doterra, as well as experience at Utah Valley University. 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, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Thad B

Series 66

Kansas City, MO

Morgan Stanley

Thad Blevins is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with six years at Morgan Stanley and a total of four years in the financial industry. Prior to joining Morgan Stanley, he worked at The University of Kansas and The Pembroke Hill School. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Leah B

Series 66

Kansas City, MO

Morgan Stanley

Leah Booth is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley since 2017 and previously worked in education and with Briarcliff Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models in its advisory process.

General estate planning guidance
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Jacob M

Series 66

Kansas City, MO

Morgan Stanley

Jacob Martin is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at Locali Automotive and UPS. Martin has also been involved in education through his work at the University of Missouri-Kansas City and Lee's Summit North High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 that incorporates firm-approved tools and market simulations.

General estate planning guidance
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Kyle H

Series 66

Kansas City, MO

Morgan Stanley

Kyle Hummer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Kansas City, MO. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm uses structured planning tools and does not offer individual security recommendations as part of its standalone planning program.

General estate planning guidance
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Brad W

Series 66

Kansas City, MO

Morgan Stanley

Brad Welch is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm leverages structured planning tools and market modeling techniques and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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William G

Series 66

Kansas City, MO

Morgan Stanley

William Gerard is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Morgan Stanley, including positions at A Veteran's Valet, Rockhurst University, and LAZ Parking. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of advisory programs.

General estate planning guidance
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Archie K

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Archie Kangethe is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and began his career at Citigroup Global Markets in 2000. Outside of his advisory role, he owns Maasai Investments, LLC, which involves property management and business development, and he is also associated with Mosquito Squad, a pesticide control advisory business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm uses a structured financial planning process with firm-approved tools and offers diverse investment and planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Patrick R

Series 66

Kansas City, MO

Morgan Stanley

Patrick Roth is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. 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, emphasizing 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 and scenario modeling to support client financial plans.

General estate planning guidance
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Darrin H

Series 66

Kansas City, MO

Morgan Stanley

Darrin Hughes is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC 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 range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

General estate planning guidance
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Jonathan M

Series 66

Kansas City, MO

Morgan Stanley

Jonathan Morton is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation. He joined Morgan Stanley in 2026 after roles at Prairie Ridge Logistics and C.H. Robinson, and previously worked at Whole Foods Market. 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’s planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone plans.

General estate planning guidance
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Hayden M

Series 66

Kansas City, MO

Morgan Stanley

Hayden Mitchell is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and having one year of industry experience. Prior to joining Morgan Stanley, he held roles at United Parcel Service, Hy-Vee, Texas Roadhouse, and Lees Summit North High School. Morgan Stanley Wealth Management serves individual and institutional clients with 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 both direct and corporate financial planning services.

General estate planning guidance
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Isaac M

Series 66

Kansas City, MO

Morgan Stanley

Isaac Mitchell is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has previously worked at BE Wealth, Yale University, Commerce Bank, and UPS, alongside extensive experience in public education from 2001 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

General estate planning guidance
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Teri C

Series 63, Series 66

Kansas City, MO

Morgan Stanley

Teri Craig is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory work, she serves as the treasurer for Brookwood Elementary's PTA. Morgan Stanley Wealth Management is a large institution serving individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques in its financial planning process.

General estate planning guidance
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Arthur P

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Arthur Perry 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 2012 and at Morgan Stanley Private Bank, National Association since 2015. Based in Kansas City, MO, Perry’s career has been entirely within the Morgan Stanley organization. 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 utilizes structured planning tools and proprietary investment models as part of its process.

General estate planning guidance
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Justin M

Series 66

Kansas City, MO

Morgan Stanley

Justin Mccandless is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Morgan Stanley since 2015 and at Morgan Stanley Private Bank, N.A. since 2019. 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 and estate strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Christopher C

Series 66

Kansas City, MO

Morgan Stanley

Christopher Calmer is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following five years of experience at Umb. Outside of his advisory role, Calmer plays keyboard for worship services at Life Church Northland, a nonprofit organization. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Benjamin P

Series 66

Kansas City, MO

Morgan Stanley

Benjamin Palacios is a financial advisor at Morgan Stanley with a Series 66 designation. He has one year of industry experience, including prior work at Zozimus Agency and internships during his university studies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Michael W

Series 66

Kansas City, MO

Morgan Stanley

Michael Williams is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. 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 tools to develop financial plans.

General estate planning guidance
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Joseph B

Series 66

Kansas City, MO

Morgan Stanley

Joseph Bauer is a Series 66-registered financial advisor with Morgan Stanley in Kansas City, MO, bringing 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the 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 wide range of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools to model client outcomes.

General estate planning guidance
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Whitney D

Series 66

Kansas City, MO

Morgan Stanley

Whitney Duske is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2019. Outside of her advisory role, Duske is involved in fitness instruction through her work with Mojo Cycling Studio. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients. 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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Rachel V

Series 66

Kansas City, MO

Morgan Stanley

Rachel Voss is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a range of 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 both directly and through corporate financial planning agreements.

General estate planning guidance
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Michael G

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Michael Gauldin is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools along with research from its Global Investment Committee to support clients' financial goals.

General estate planning guidance
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Kelley H

Series 66

Kansas City, MO

Morgan Stanley

Kelley Horigan is a financial advisor at Morgan Stanley in Kansas City, MO, with eight years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Prior to that, she was associated with Citigroup Global Markets Inc. Horigan also serves as a trustee and co-trustee for several investment-related trusts. Morgan Stanley Wealth Management offers 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 employs a structured planning process that incorporates advanced modeling tools.

General estate planning guidance
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Ellen B

Series 63, Series 66

Kansas City, MO

Morgan Stanley

Ellen Booth is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she is a passive partner in a family farm business. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and specialized planning groups.

General estate planning guidance
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Lindsey S

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Lindsey Stewart is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and analysis.

General estate planning guidance
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Thomas R

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Thomas Riordan is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery and approved planning tools, alongside a broad range of investment products and strategies.

General estate planning guidance
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Benjamin P

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Benjamin Panos is a financial advisor at Morgan Stanley with 20 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 2005. Outside of his advisory work, he is a partner in an agricultural business, Steel Bridge Cattle Company LLC. 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 focused on financial planning, utilizing firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Jeffrey A

Series 66

Kansas City, MO

Morgan Stanley

Jeffrey Angold is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and with 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. He serves on the investment committee of Rockhurst High School. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

General estate planning guidance
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Mary K

Series 66

Kansas City, MO

Morgan Stanley

Mary Ketel is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, where she has worked since 2013, accumulating 13 years of industry experience. She operates Ketel Mountain Excess, LLC, an investment-related business, and is also involved in a lending business in Olathe, Kansas. 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 planning services both directly and through corporate agreements.

General estate planning guidance
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Hayden L

Series 66

Kansas City, MO

Morgan Stanley

Hayden Ludwig is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and prior experience at DoorDash and Columbia College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Harrison H

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Harrison Hill is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through Corporate Financial Planning agreements with employers.

General estate planning guidance
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Jeffrey L

Series 65, Series 66, Series 63

Kansas City, MO

Morgan Stanley

Jeffrey Lozier is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His career includes ten years at Lord Abbett & Co. LLC and roles at Build Asset Management and Prism Financial Group, LLC. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing 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 that include but do not individualize security recommendations within standalone planning programs.

General estate planning guidance
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Amy D

Series 66

Kansas City, MO

Morgan Stanley

Amy Dunn is a Series 66-licensed financial advisor at Morgan Stanley in Kansas City, MO, with six years of combined industry and related business experience. She previously worked at Commerce Bank from 2019 to 2024 and owned small cleaning service businesses between 2015 and 2019. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

General estate planning guidance
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Mark L

Series 66

Kansas City, MO

Morgan Stanley

Mark Lindsay is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley, he worked at JPMorgan Chase and Capital One. He is based in Kansas City, MO. 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 supported by firm-approved tools and investment research.

General estate planning guidance
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Sean P

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Sean Platt is a financial advisor with Morgan Stanley in Kansas City, MO, holding the Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with 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 serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to develop financial plans.

General estate planning guidance
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Stephen M

Series 66

Kansas City, MO

Morgan Stanley

Stephen Michael is a financial advisor at Morgan Stanley in Kansas City, MO, with four years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and in various roles within the U.S. Army. Outside of advising, he is a partner at The Michael Group LLC, a consulting firm specializing in leader development and national security consulting based on his 32 years of Army service. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Taylor K

Series 63, Series 66

Kansas City, MO

Morgan Stanley

Taylor Kangethe is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to his current role at Morgan Stanley since 2019, he worked at American Century Investment Services. Outside of his advisory work, Taylor is involved in volleyball coaching, serving as a coach for both the KC Power Volleyball Club and Notre Dame de Sion High School. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a range of investment programs to support client goals.

General estate planning guidance
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John L

Series 63, Series 65

Kansas City, MO

Morgan Stanley

John Ludwig is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he is involved in real estate as a partner and owner in related businesses. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

General estate planning guidance
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Douglas W

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Douglas Williams is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Morgan Stanley and 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, 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 structured planning tools supported by its Global Investment Committee.

General estate planning guidance
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Robert C

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Robert Chapline is a financial advisor with Morgan Stanley in Kansas City, Missouri, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

General estate planning guidance
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James S

Series 63, Series 65

Kansas City, MO

Morgan Stanley

James Swope is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

General estate planning guidance
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