Brett Mahle is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Sandra Ballard is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, specializing in 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 employer-sponsored planning services.

Ramona Jenkins is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she serves as a committee member for The Family Place, a child abuse treatment agency, and is involved in direct sales for Mary Kay Cosmetics. 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 tailored financial planning supported by structured discovery conversations and firm-approved tools.

Jonathan Slevin is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 13 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2012 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, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools, providing advisory services without delivering individual security recommendations as part of its standalone planning programs.

John Herring is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

Matthew Petty is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 26 years of industry experience. He previously worked at PNC Investments for 19 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. His current role includes advisory services within Morgan Stanley's wealth management division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured tools and oversees approximately $2.74 trillion in client assets.

Wallace Hicks is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2024. 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 using firm-approved tools, and manages approximately $2.74 trillion in client assets.

Robert Phelps is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2014 and has worked with the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and 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 that includes firm-approved tools and scenario modeling.

Pamela Tobbe is a financial advisor at Morgan Stanley with 38 years of industry experience. Her prior roles include tenures at Wells Fargo Advisors LLC and Wells Fargo Clearing, as well as previous periods at Morgan Stanley 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. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery and firm-approved tools.

Sarah Billups is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has held prior roles at PNC Investments and PNC Bank. Her work history also includes positions in the food and beverage industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery and firm-approved tools, with a broad range of retail and institutional offerings.

Rachel Smith is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 23 years of industry experience. She has worked at multiple Morgan Stanley entities since 2007 and has been associated with the University of Louisville since 2002. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Heather Thompson is a financial advisor at Morgan Stanley with 25 years of industry experience and holds Series 63 and Series 66 credentials. She has been with Morgan Stanley Smith Barney since 2009. Thompson serves on the board of Free the Innocent, Inc., a humanitarian organization based in Louisville, KY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources.

Tracy Harper is a Series 66 licensed financial advisor with Morgan Stanley in Louisville, KY, bringing 13 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2019 to 2021 and has been with Morgan Stanley since 2005, including her current tenure starting in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning and wealth management. The firm employs structured planning tools and advisory processes but does not provide individual security recommendations as part of its standalone planning services.

Suzanne Shearer is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and previously worked at PNC Investments and PNC Bank. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct relationships and corporate financial planning agreements.

Zachary Stuck is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) affiliated with Morgan Stanley, with 10 years of industry experience. His prior roles include positions at Nationwide Securities, GWFS Equities, and Northwestern Mutual. Outside of financial advising, he is a partner in an event planning company, Chloe's Wedding Concepts, LLC, and in Stuck & Company LLC, a business involved in real estate and other activities. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with various investment and private fund relationships.

Melissa East is a Series 66-licensed financial advisor with Morgan Stanley in Louisville, KY, where she has worked since 2012, accumulating 16 years of industry experience. 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. The firm offers tailored financial planning using structured discovery processes and advanced planning tools, managing approximately $2.74 trillion in client assets.

Todd Twyman is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, Twyman serves as a FINRA arbitrator in an independent contractor capacity. 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 modeling techniques.

Jacob Gorr is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC between 2016 and 2022. Outside of his advisory role, he serves as an arbitrator in the finance and banking sector. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers planning services largely in an advisory capacity.