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Brian G
Series 66
Mishawaka, IN
Morgan Stanley
Brian Guy is a financial advisor with Morgan Stanley in Mishawaka, Indiana, holding a Series 66 credential and 28 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018, following five years at Wells Fargo Advisors and two years at Wells Fargo Clearing. He serves as an executor in estate matters outside of his advisory role. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools, with access to broad retail and institutional investment offerings.
Terry D
Series 66
Mishawaka, IN
Morgan Stanley
Terry Dirrim is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliates since 2009, including service at Morgan Stanley Private Bank, National Association. Dirrim maintains an estate investment activity outside his advisory role. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with additional activities such as private funds and structured-product trading.
Jill M
Series 63, Series 65
Mishawaka, IN
Morgan Stanley
Jill Mchenry is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held positions at Morgan Stanley since 2018, previously working at Wells Fargo Clearing and Wells Fargo Advisors LLC. She holds the Series 63 and Series 65 designations. 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 uses structured planning tools and models to assist clients in financial decision-making.
Clayton P
Series 63, Series 65
Mishawaka, IN
Morgan Stanley
Clayton Pyfer is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Notre Dame Federal Credit Union, and Wells Fargo affiliates. Outside of his advisory role, he is a partner at Pyfer Properties LLC. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.
Austin E
Series 63, Series 66
Mishawaka, IN
Morgan Stanley
Austin Eakins is a financial advisor with Morgan Stanley in Mishawaka, IN, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes positions at Old National Bank and Northwest Bank. 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 a broad range of investment and planning services.
David G
CFP®, Series 63, Series 65
Mishawaka, IN
Morgan Stanley
David Graham Jr. is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has been with Morgan Stanley since 2018, including Morgan Stanley Private Bank, and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of financial services, he serves as a board member for Graham Farms, Inc. and GFI Investments, LLC, both family farming and agricultural enterprises in Washington, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides comprehensive financial planning and advisory services to individuals and institutions. The firm utilizes structured planning tools and delivers tailored solutions supported by its Global Investment Committee’s research.
Toeanzar N
Series 63, Series 66
Mishawaka, IN
Morgan Stanley
Toeanzar Norment is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Norment is based in Mishawaka, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers customized financial planning and a broad range of advisory programs supported by structured planning tools and research from its Global Investment Committee.
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