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Ryan W

Series 66

Leawood, KS

Morgan Stanley

Ryan Widrig is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2012, including his current role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved planning tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

General estate planning guidance
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Scott F

Series 63, Series 65

Leawood, KS

Morgan Stanley

Scott Ferguson is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Ferguson is involved in equestrian businesses as a partner in Cozi Ranch LLC and Cozi II LLC, focusing on horse buying, selling, training, leasing, and boarding, and he also participates in recreational filmmaking through House of Husband LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad 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 models.

General estate planning guidance
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Jack T

Series 66

Leawood, KS

Morgan Stanley

Jack Treas is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, among others. Outside of advisory work, he serves as general manager of Holliday Properties LLC, a real estate business. 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 supported by firm-approved tools and extensive client assets.

General estate planning guidance
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Sheila D

Series 63, Series 66

Leawood, KS

Morgan Stanley

Sheila Davis is a financial advisor with Morgan Stanley in Leawood, Kansas, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Morgan Stanley and its affiliated Private Bank since 2011. Outside of her advisory role, she is involved in direct sales of nutritional supplements. 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 models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

General estate planning guidance
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Gloria L

Series 63, Series 65

Leawood, KS

Morgan Stanley

Gloria Lane is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering 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 utilizing firm-approved tools and modeling techniques.

General estate planning guidance
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Corie E

Series 66

Leawood, KS

Morgan Stanley

Corie English is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2021. Outside of her advisory work, Corie owns and operates Corie English Photography, a business she has run since 2017. 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 substantial client assets and utilizes a structured planning process supported by proprietary tools and market modeling to assist clients in financial decision-making.

General estate planning guidance
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James N

Series 63, Series 65

Leawood, KS

Morgan Stanley

James Neunuebel is a financial advisor at Morgan Stanley with 37 years of industry experience. He has held positions at UBS Financial Services and Morgan Stanley Private Bank. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing a structured planning process with firm-approved tools.

General estate planning guidance
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Casey H

Series 66

Leawood, KS

Morgan Stanley

Casey Hoffman is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Bennington State Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and investment modeling to support client outcomes.

General estate planning guidance
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Andrew F

Series 66

Leawood, KS

Morgan Stanley

Andrew Fent is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at US Bank. Outside of his advisory role, he serves on the finance committee of Amour Oaks Senior Living, a nonprofit organization. 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 and investment advisory services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Stephanie B

Series 63, Series 66

Leawood, KS

Morgan Stanley

Stephanie Bono is a financial advisor with Morgan Stanley in Leawood, Kansas, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2011 and previously spent two years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs and tailored financial planning services. 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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