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Rodney T
Series 63, Series 65
Nashville, TN
Morgan Stanley
Rodney Toothman is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he operates a family cattle ranch where he raises beef for sale. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a 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 supported by firm-approved tools and market simulations.
William K
CFP®, Series 66
Nashville, TN
Morgan Stanley
William Konves is a financial advisor with Morgan Stanley in Nashville, TN, holding CFP® and Series 66 designations and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.
Caren P
Series 63, Series 65
Nashville, TN
Morgan Stanley
Caren Poletti is a financial advisor with Morgan Stanley in Nashville, Tennessee, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, as well as having experience at Citigroup Global Markets starting in 1997. Outside of her advisory role, she serves on the advisory board of High Hopes, Inc., a nonprofit focused on children and youth in Franklin, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.
Stella M
Series 63, Series 65
Nashville, TN
Morgan Stanley
Stella Murphy is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Murphy is based in Nashville, TN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and focuses its financial planning process on structured discovery and firm-approved tools.
Terry B
Series 63, Series 65
Nashville, TN
Morgan Stanley
Terry Brandon is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and modeling techniques.
Christi E
Series 63, Series 65
Nashville, TN
Morgan Stanley
Christi Edwards is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked with Morgan Stanley and its affiliates since 2007 and has been involved with Morgan Stanley Private Bank since 2015. Edwards serves as a trustee in a trust-related capacity outside her primary advisory role. Morgan Stanley Wealth Management 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 uses structured planning tools and scenario modeling to support its planning process.
Lisa S
Series 63, Series 65
Nashville, TN
Morgan Stanley
Lisa Strane is a financial advisor at Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Outside of her advisory work, she is involved in a private placement with Mrs. Pride/Dream Team Racing LLC. 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 emphasizes a structured planning process supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.
Colin N
Series 66
Nashville, TN
Morgan Stanley
Colin Nasser is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation. He has been with Morgan Stanley since 2026 and previously worked at Onieal and Associates in 2024. Before entering the industry, he was a full-time student and has no prior industry experience. 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 emphasizing structured financial planning and employs firm-approved planning tools to support client outcomes.
Amy N
Series 63, Series 65
Nashville, TN
Morgan Stanley
Amy Nash is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Morgan Stanley 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market return models.
Rhonda W
Series 66
Nashville, TN
Morgan Stanley
Rhonda Williams is a financial advisor at Morgan Stanley with 39 years of industry experience and holds a Series 66 designation. She previously worked at Merrill for 36 years before joining Morgan Stanley Smith Barney LLC in 2022. 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 supported by firm-approved tools and methodologies.
Austin G
Series 66
Nashville, TN
Morgan Stanley
Austin Goodwin is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. since 2021 and prior experience with the West Virginia University Foundation and West Virginia University. 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 utilizes a structured planning process supported by proprietary tools and market simulations.
Daniel T
CFP®, Series 63, Series 65
Nashville, TN
Morgan Stanley
Daniel Tedesco is a CFP®-certified financial advisor with Morgan Stanley in Nashville, TN, with 29 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014. Outside of his advisory role, he serves on the project committee of Hillsboro Elementary/Middle School's PTO in Franklin, Tennessee. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.
Robert R
Series 66
Nashville, TN
Morgan Stanley
Robert Richardson is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. His prior work includes nine years at UBS Financial Services before joining Morgan Stanley Smith Barney LLC in 2019, and later Morgan Stanley Private Bank, N.A. from 2022 to 2025. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to assist clients in modeling outcomes.
Brian S
Series 63, Series 65
Nashville, TN
Morgan Stanley
Brian Smith is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.
Christopher S
Series 63, Series 65
Nashville, TN
Morgan Stanley
Christopher Sigmund is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Nashville, TN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and models.
Marc W
Series 63, Series 65
Nashville, TN
Morgan Stanley
Marc Wilson is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in rental real estate ownership. 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 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.
Paola D
Series 65, Series 63
Nashville, TN
Morgan Stanley
Paola Delucas is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers advisory programs to individuals 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 that includes firm-approved tools and modeling techniques.
Kyle K
Series 66
Nashville, TN
Morgan Stanley
Kyle Killett is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at various Morgan Stanley entities since 2018 and has prior experience at Aegis Sciences Corporation and Reference Services, Inc. Killett holds the Series 66 designation. 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, and manages approximately $2.74 trillion in client assets.
Patrick G
Series 66
Nashville, TN
Morgan Stanley
Patrick Galloway is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Finance Committee of the YMCA of Middle Tennessee and is involved as a partner in agricultural and real estate ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models investment outcomes but generally provides advisory services rather than individual security recommendations.
Adam R
Series 66
Nashville, TN
Morgan Stanley
Adam Ravenelle is a Series 66-licensed financial advisor with Morgan Stanley in Nashville, Tennessee, and has two years of industry experience. Prior to joining Morgan Stanley, he held roles at WIN Reality, C Spire, MDsave, Vanderbilt University, and the Detroit Tigers. He is also involved with Ravenelle Ventures, an investment and finance-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and research.
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