Travis Winn is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Julie Wright is a financial advisor at Morgan Stanley in Montgomery, AL, with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and utilizes advanced modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Thomas Adent II is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2014 and previously at Morgan Stanley Private Bank, N.A. from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including financial planning and estate planning services. 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.

Paul Winn is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2002. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.

Duncan Mcinnes is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. 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 that uses structured discovery and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Hunter Groce is a Series 66-credentialed financial advisor with Morgan Stanley in Montgomery, AL, with nine years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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 financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Stuart Patton is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding a Series 63 designation and having 44 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Patton is also a board member of the Montgomery Lions Club. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools, offering advisory services without individual security recommendations in standalone plans.

George Mccurdy Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2009. 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, managing approximately $2.74 trillion in client assets.

Krisie Stakely is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and beginning her advisory career in 2025. She previously worked at KPMG from 2018 to 2025 and at the University of Alabama from 2013 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm uses structured planning tools and modeling techniques to support its financial planning process and manages approximately $2.74 trillion in client assets.

Hannah Hensley is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, Bbva Securities, Bbva Compass Insurance Agency, and COMPASS Bank. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering tailored financial planning and a range of investment services.

Richard Blondheim is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the owner of Joy to Life Publishing, LLC, which produces a quarterly magazine, and serves as Vice President of the Agudath Israel Etz Ahayem Synagogue and as a board member and founder of the Joy to Life Foundation, a nonprofit organization focused on fundraising and marketing. 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, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets.

Elizabeth Gross is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to 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 emphasizes a structured financial planning process supported by advanced modeling tools.

W Oakley is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Oakley holds Series 63 and Series 65 designations. 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, managing approximately $2.74 trillion in client assets.

Daniel Lindsey III is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A., as well as in academic roles at the State University of New York at Albany and Auburn University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Amanda Raney is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, combining tailored financial planning with broad investment offerings. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Harrison Campbell is a Series 66-licensed financial advisor with Morgan Stanley, based in Montgomery, AL, and has 24 years of industry experience. He has been with Morgan Stanley in various roles since 2009, including his current position at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers services that include corporate financial planning agreements.

Pam Kimble is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christine Wood is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved planning tools in its financial planning process.

Roanne Norris is a financial advisor at Morgan Stanley with 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. 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 utilizes structured discovery and firm‑approved tools, with a range of retail and institutional investment services.

Reid Fields is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Compass Insurance Agency, COMPASS Bank, and BBVA Securities. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Caroline Warren is a financial advisor at Morgan Stanley with 27 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, she is involved in organizing a local basketball league in Montgomery, Alabama. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagement and corporate financial planning agreements.

Brett Crawford is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Smith Barney and Morgan Stanley Private Bank in 2022. He serves on the boards of the United Way of Autauga County, YMCA Montgomery, Girls on the Run, First United Methodist Church investment committee, and Auburn University Montgomery College of Business Advisory Board. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and offers services through various programs, emphasizing a structured planning process without individual security recommendations in standalone plans.

Sarah Keeshan is a financial advisor at Morgan Stanley with a Series 66 designation and nine years of industry experience. She previously worked at USAmeribank for four years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its financial planning process.

John Barranco is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Outside of his advisory role, he is the founder of Hoops League Inc, a youth sports organization managing basketball courts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Lewis Gayden III is a Series 66-licensed financial advisor with Morgan Stanley, based in Birmingham, AL, and has 21 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals 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 supported by firm-approved tools and market simulations.

Karen Campbell is a financial advisor with Morgan Stanley in Montgomery, AL, holding a Series 63 designation and 47 years of industry experience. She has worked at various Morgan Stanley entities since 2009 and owns an antiques business outside of her financial advisory role. She has also served as a committee member for the Montgomery Metropolitan Planning Organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies.