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Michael R

Series 63, Series 65

Nashville, TN

Morgan Stanley

Michael Roth is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He 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 a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodology.

General estate planning guidance
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Mark J

Series 63, Series 65

Nashville, TN

Morgan Stanley

Mark Jacobs is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2011. 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 employs a structured planning process supported by firm-approved tools and offers a range of investment and financial products.

General estate planning guidance
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Hannah S

CFP®, Series 63, Series 65

Nashville, TN

Morgan Stanley

Hannah Sledd is a CFP® with 11 years of industry experience, currently affiliated with Morgan Stanley in Nashville, TN. Her prior experience includes roles at Wells Fargo Clearing, Paces Ferry Wealth Advisors, Principal Securities, and J.P. Morgan. Outside of her financial advisory work, she is a partner in Light On Yoga Fitness, LLC, a recreation business based in Huntsville, Alabama. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Paul M

Series 66

Nashville, TN

Morgan Stanley

Paul Murfree is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and having 21 years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with a family investment vehicle, Murfree Management Company, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and financial product activities.

General estate planning guidance
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