Deborah Lunceford is a financial advisor with Morgan Stanley in Kennewick, WA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Morgan Stanley since 2013. 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 uses structured planning tools including Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Gregory Jones is a financial advisor with Morgan Stanley in Kennewick, WA, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he serves as president and board member of the Richland Cemetery Association. 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 emphasizes a structured planning process supported by proprietary tools and methodologies.

David Alderman is a financial advisor with Morgan Stanley in Kennewick, WA, holding Series 63 and Series 65 licenses and totaling 32 years of industry experience. His prior positions include roles at Citigroup Global Markets from 1994 to 2009 and Morgan Stanley Smith Barney since 2009. He has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers various investment programs alongside broad retail and institutional solutions.

Samantha Alderman is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to her financial services career, she worked in retail and hospitality roles. 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, including tailored financial planning, with a focus on structured planning tools and broad retail and institutional investment services.

Timothy Thomas is a financial advisor with Morgan Stanley in Kennewick, WA, holding a Series 66 designation and 28 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Timothy owns and operates Jaguar Properties, LLC, a real estate business in Kennewick. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, serving clients through both direct and corporate financial planning arrangements.

Anthony Wolf is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is the sole proprietor of Wolf Investment Properties, LLC, a property management business. Morgan Stanley Wealth Management serves 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 supported by firm-approved tools and analysis.