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Christine K

Series 66

Milwaukee, WI

Morgan Stanley

Christine Kolowith is a Series 66-credentialed financial advisor with Morgan Stanley in Milwaukee, WI. She joined Morgan Stanley in 2025 following six years at Fiddleheads Management LLC and five years with Mt Carmel Brewing Company. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and financial planning services supported by firm-approved tools and investment analysis techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

General estate planning guidance
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Jill S

Series 63, Series 66

Milwaukee, WI

Morgan Stanley

Jill Stych is a financial advisor with Morgan Stanley Wealth Management in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at UBS Financial Services from 2010 to 2020 before joining Morgan Stanley in 2020. Outside of her advisory role, she owns and operates several businesses including a manufacturing company and an HVAC service, both based in Wisconsin. 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 strategies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through employer agreements.

General estate planning guidance
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Christopher W

Series 66

Milwaukee, WI

Morgan Stanley

Christopher Walker is a Series 66-licensed advisor with Morgan Stanley in Milwaukee, WI, possessing three years of industry experience. Prior to joining Morgan Stanley, he worked at Manifesto for two years and Core Creative for five years. Morgan Stanley Wealth Management offers advisory programs for individuals and institutions, providing tailored financial planning supported by firm-approved tools and models. 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 B

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Michael Bergan is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds 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 offers a range of advisory programs serving both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. 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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Laurie B

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Laurie Buffington is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Timothy B

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Timothy Busalacchi is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and was previously with COUNTRY Capital Management Company. He serves as a board member and finance committee member for Impact Inc., a Milwaukee-based nonprofit focused on hardship assistance. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of retail and institutional investment services.

General estate planning guidance
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Susan E

Series 63, Series 66

Milwaukee, WI

Morgan Stanley

Susan Ewers is a financial advisor at Morgan Stanley in Milwaukee, WI, with 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and provides financial planning through structured processes supported by proprietary tools.

General estate planning guidance
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Thomas P

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Thomas Parks is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s process employs structured discovery and firm-approved planning tools, with services focused on advisory planning rather than individual security recommendations.

General estate planning guidance
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Keith M

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Keith Martens is a financial advisor at Morgan Stanley with 29 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 at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to model various outcomes, supporting clients in managing approximately $2.74 trillion in assets.

General estate planning guidance
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Carrie C

Series 63, Series 66

Milwaukee, WI

Morgan Stanley

Carrie Clarizio is a financial advisor at Morgan Stanley with 35 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has also been affiliated with Citigroup Global Markets since 1993. She holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery and firm-approved tools, and it manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Connor D

Series 66

Milwaukee, WI

Morgan Stanley

Connor Dyke is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. His prior work includes positions at U.S. Bank and full-time student status before returning to Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. 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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Jennifer F

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Jennifer Faulkner is a financial advisor at Morgan Stanley with 25 years of industry experience. She has held her current position since 2009 with Morgan Stanley Smith Barney LLC. She holds the Series 63 and Series 65 licenses. 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 utilizes structured financial planning tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Michael G

Series 66

Milwaukee, WI

Morgan Stanley

Michael Good is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to both individual 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 employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Suzanne C

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Suzanne Cienkus is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Morgan Stanley since 2012. Outside of her advisory role, she is co-owner of a family-run mobile home park business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and offers both retail and corporate financial planning solutions.

General estate planning guidance
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Trent M

Series 66

Milwaukee, WI

Morgan Stanley

Trent Muller is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a board member and treasurer for the Black String Triage Ensemble, an organization involved in art, culture, disaster relief, public safety, and individual rights and liberties in Milwaukee. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including financial planning services that utilize structured discovery conversations and firm-approved tools to develop tailored plans.

General estate planning guidance
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Raluca S

Series 66

Milwaukee, WI

Morgan Stanley

Raluca Stanescu is a Series 66-licensed financial advisor with Morgan Stanley in Milwaukee, WI, and has 10 years of industry experience. She previously worked at Northwestern Mutual in both their investment management and life insurance divisions from 2015 to 2019. Outside of her advisory role, she serves as treasurer for the Whitefish Bay chapter of AFS-USA, a nonprofit organization supporting exchange students and host families. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and models and offers both retail and institutional investment solutions.

General estate planning guidance
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David L

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

David Lownik is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, having previously worked at Citigroup Global Markets starting in 1993. 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 delivered by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Mingming H

Series 66

Milwaukee, WI

Morgan Stanley

Mingming Hu is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, Hu worked at CreditEase for 14 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 utilizes structured planning tools such as Global Investment Committee Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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Robert R

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Robert Roenitz is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. Outside of his advisory work, he is involved as an officer in an investment-related finance entity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved analytical tools.

General estate planning guidance
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Craig F

Series 63, Series 65, Series 66

Milwaukee, WI

Morgan Stanley

Craig Fuhrmann is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and joined Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including personalized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in assets and offers services through both direct client engagements and employer-sponsored financial planning agreements.

General estate planning guidance
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Sean O

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Sean O'Connell is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling as part of its advisory process.

General estate planning guidance
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Rachel H

Series 63, Series 66

Milwaukee, WI

Morgan Stanley

Rachel Hastings is a financial advisor with Morgan Stanley Wealth Management in Milwaukee, Wisconsin. She holds Series 63 and 66 licenses and has 39 years of industry experience, including tenure at Citigroup Global Markets since 1993 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

General estate planning guidance
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Joseph H

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Joseph Heil Jr. is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and was previously with Citigroup Global Markets beginning in 1995. Heil serves as a board member of the Milwaukee County Historical Society. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and provides advisory services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Louis L

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Louis Lukic is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2020. Outside of his advisory role, Lukic is the sole proprietor of Louies Limbs LLC, an agriculture business, and Louis Enterprises LLC, which focuses on property management and hunting activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Elizabeth M

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Elizabeth Menteur is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, including a role with Morgan Stanley Private Bank, N.A. since 2022. Her prior experience includes positions at Starpoint Solutions and Fidelity Brokerage Services 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, including tailored financial planning services that incorporate firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Tina W

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Tina Wisialowski is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Based in Milwaukee, WI, she has a long tenure at the firm specializing in wealth management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 utilizes structured planning tools and scenario analysis as part of its financial planning process.

General estate planning guidance
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Princess D

Series 66

Milwaukee, WI

Morgan Stanley

Princess Davis is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Her prior roles include four years at Baird and positions at Principal Financial Group, Humach, and Metro Market. Outside of advising, she is a limited partner in Golden Root Colective, a recreational enterprise based in Milwaukee. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including comprehensive financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning services.

General estate planning guidance
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Patrick F

Series 66

Milwaukee, WI

Morgan Stanley

Patrick Fennelly is a financial advisor with Morgan Stanley in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he serves as a forensics judge at Brookfield East High School and is a board member and vice chairman of the finance committee at Penfield Children’s Center, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and scenario modeling, primarily acting in an advisory capacity.

General estate planning guidance
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Paul S

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Paul Smith is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations. 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 that utilize structured discovery processes and firm-approved planning tools.

General estate planning guidance
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David L

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

David Lindberg is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1993. Outside of his advisory role, he serves as a board member of BIOLOGIQ, Inc., a company focused on developing and manufacturing biodegradable plastics. 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 and estate planning strategies, relying on structured planning tools and a broad platform of retail and institutional services.

General estate planning guidance
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Tricia U

Series 63, Series 66

Milwaukee, WI

Morgan Stanley

Tricia Uttech is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Uttech serves on the Board of Elders at Watertown Moravian Church in Wisconsin. 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 manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Jan D

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Jan Dyke is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and a range of investment strategies.

General estate planning guidance
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Gregory H

CFP®, Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Gregory Hesse is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2020. Prior to this, he worked for UBS Financial Services from 2010 to 2020. He has served on the board of the Johnson Creek Education Foundation in Wisconsin, including roles as vice president and president. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutions, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-driven financial planning process.

General estate planning guidance
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Robert R

Series 66

Milwaukee, WI

Morgan Stanley

Robert Roenitz is a financial advisor with Morgan Stanley, holding a Series 66 credential and based in Milwaukee, WI. His background includes experience at Deloitte Consulting and academic involvement at the University of Michigan’s Stephen M. Ross School of Business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not provide individual security recommendations through its standalone planning service.

General estate planning guidance
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John D

Series 63, Series 65, Series 66

Milwaukee, WI

Morgan Stanley

John Desing is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley entities since 2016. Outside of his advisory role, he serves on the investment committee and finance committee for Dominican High School, a nonprofit organization in Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of services supported by structured planning tools and investment research.

General estate planning guidance
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James L

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

James Lavelle is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

General estate planning guidance
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Alexa S

Series 66

Milwaukee, WI

Morgan Stanley

Alexa Stroner is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Merrill and the Oak Creek Franklin Joint School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with various advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Monte Carlo simulations to support its financial planning process.

General estate planning guidance
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Margaret S

Series 66

Milwaukee, WI

Morgan Stanley

Margaret Smith is a financial advisor with Morgan Stanley in Milwaukee, WI, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley since 2019, following roles at Wells Fargo Clearing and Saint John's On The Lake. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Matthew C

Series 66

Milwaukee, WI

Morgan Stanley

Matthew Conway is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, including his current role at Morgan Stanley Private Bank, N.A. since 2022. 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 employs structured planning tools and methodologies such as Monte Carlo simulations to assist clients in financial decision-making.

General estate planning guidance
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Tyler P

Series 66

Milwaukee, WI

Morgan Stanley

Tyler Parks is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously spent two years at Third Bridge. He holds a Series 66 designation. Morgan Stanley Wealth Management offers advisory programs to both 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 employs a structured planning process using firm-approved tools and scenario modeling.

General estate planning guidance
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Tyson A

Series 65, Series 63

Milwaukee, WI

Morgan Stanley

Tyson Abert is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo & Company. Outside of his advisory role, he is a partner in Abert Asset Management LLC, a firm involved in real estate investment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning processes and broad investment offerings while managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Monica N

CFP®, Series 66

Milwaukee, WI

Morgan Stanley

Monica Nichol is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Morgan Stanley in 2024, she worked at Robert W. Baird & Co., Inc. for seven years. She is also the owner of Monica Minor Solutions LLC, a non-investment related business. 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 methodologies.

General estate planning guidance
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Joseph G

Series 66

Milwaukee, WI

Morgan Stanley

Joseph Gibson is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and previously worked five years at Northern Trust before joining Morgan Stanley in 2020. Gibson is currently based in Milwaukee, WI. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and corporate financial planning agreements.

General estate planning guidance
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