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Thomas D
Series 66
Omaha, NE
Morgan Stanley
Thomas Dunham is a financial advisor at Morgan Stanley in Omaha, NE, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Edward Jones and Brinker Capital Investments, as well as seven years in a non-financial capacity at Hy-Vee. Morgan Stanley Wealth Management serves both 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 and offers financial planning services delivered through its network of advisors and specialized planning groups.
Nicholas N
Series 66
Omaha, NE
Morgan Stanley
Nicholas Nalbach is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., CETERA Advisor Networks LLC, and CWM, LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.
Jennifer A
Series 66
Omaha, NE
Morgan Stanley
Jennifer Anderson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2015. 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 advanced modeling tools.
Nicole C
Series 63, Series 66
Omaha, NE
Morgan Stanley
Nicole Clark is a financial advisor at Morgan Stanley in Omaha, NE, with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated entities since 2013. In addition to her financial advisory role, she is a practicing lawyer admitted to the Nebraska Bar Association. 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 supported by structured discovery processes and firm-approved tools.
T H
Series 66
Omaha, NE
Morgan Stanley
T Hillyard is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 license and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and 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. The firm offers a range of advisory programs, including tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.
Dawn D
Series 63, Series 66
Omaha, NE
Morgan Stanley
Dawn Dries is a financial advisor at Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 designations with 18 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.
Edward M
Series 63, Series 65
Omaha, NE
Morgan Stanley
Edward Militti Sr. is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses. He has 54 years of industry experience and has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.
Kevin W
Series 63, Series 65
Omaha, NE
Morgan Stanley
Kevin Welsh is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the finance committee at St. Pauls Methodist Church in Papillion, NE. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides diverse services such as wrap programs, private funds, and structured products.
Cory E
Series 66
Omaha, NE
Morgan Stanley
Cory Epstein is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2020 and previously at the Bank of Nova Scotia from 2016 to 2021. 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 financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market outlook analyses.
Johnny C
Series 66
Omaha, NE
Morgan Stanley
Johnny Carlisle is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and served four years in the U.S. Air Force. Outside his advisory role, Carlisle is a sole proprietor of an online retail business and a passive partner in a male salon. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to individuals and institutions, with a financial planning process that utilizes firm-approved tools and modeling techniques.
John B
Series 63
Omaha, NE
Morgan Stanley
John Belford is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 63 designation and possessing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and employs structured planning tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.
Timothy Z
Series 66
Omaha, NE
Morgan Stanley
Timothy Zielinski is a Series 66 licensed financial advisor with Morgan Stanley in Omaha, NE, with 17 years of industry experience. He has been associated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he owns an LLC related to a rental property. 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 services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and investment research.
John W
Series 63, Series 65
Omaha, NE
Morgan Stanley
John Wright is a financial advisor with Morgan Stanley in Omaha, NE, 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 with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Otis Farms LLC, an agriculture business based in Omaha. 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. The firm manages approximately $2.74 trillion in client assets and combines advisory services with various investment and financial product offerings.
Anna S
Series 63, Series 65
Omaha, NE
Morgan Stanley
Anna Steele is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering financial planning and investment services supported by firm-approved tools and a variety of retail and institutional products.
Dwight F
Series 63, Series 65
Omaha, NE
Morgan Stanley
Dwight Frost Jr. is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. 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 structured planning tools in its financial planning process.
John D
Series 63, Series 65
Omaha, NE
Morgan Stanley
John Dahir is a financial advisor at Morgan Stanley with 45 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Dahir holds Series 63 and Series 65 licenses and is based in Omaha, NE. 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 services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its services.
Steven H
Series 66
Omaha, NE
Morgan Stanley
Steven Hendrickson is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Hendrickson serves as a board member at the University of Nebraska Omaha. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, incorporating modeling techniques such as Monte Carlo simulations.
Dave D
Series 63, Series 65
Omaha, NE
Morgan Stanley
Dave Dunham is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. 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 utilizes structured planning tools such as Monte Carlo simulations within its advisory services.
Andrew W
Series 66
Omaha, NE
Morgan Stanley
Andrew Wegner is a Series 66-licensed financial advisor with Morgan Stanley in Omaha, Nebraska, and has three years of industry experience. His prior roles include positions at WealthPlan Group, MidAmerican Energy Company, Mutual of Omaha, Ameritas Life Insurance Company, and the University of Nebraska-Lincoln. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning services and corporate financial planning agreements.
Carroll H
Series 63, Series 65
Omaha, NE
Morgan Stanley
Carroll Hacker is a financial advisor at Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with 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 board member of Omaha Liberty Ladies LLC. 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 structured planning tools, with a variety of investment-related services beyond typical retail offerings.
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