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Andrew R

Series 63

Paradise Valley, AZ

Morgan Stanley

Andrew Robinson is a financial advisor with Morgan Stanley in Paradise Valley, AZ, holding a Series 63 credential and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and also with Morgan Stanley Smith Barney since 2010. Robinson serves as a board member and investment committee member for the Jewish Federation of Omaha foundation. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

General estate planning guidance
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Dianna S

Series 63, Series 65

Paradise Valley, AZ

Morgan Stanley

Dianna Smith is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of her advisory role, Smith is involved in entrepreneurial ventures, including ownership and partnership positions in apparel and retail businesses based in Leawood, Kansas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional investment solutions.

General estate planning guidance
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