Arjun Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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 services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

John Petercuskie is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to model outcomes without providing individual security recommendations as part of standalone plans.

William Uthe is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, Wells Fargo Clearing, and Wachovia Securities. Outside of his advisory role, he is the sole proprietor of an agriculture investment business based in Raleigh, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Jabora Belton is a financial advisor with Morgan Stanley Wealth Management in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her career includes roles at Deutsche Bank Securities Inc., Wells Fargo Clearing Services, and Ameriprise Financial Services. 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 with a financial planning process supported by firm-approved tools and investment models.

Rodney Adderley is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Merrill. He is based in Raleigh, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process with firm-approved tools and modeling techniques.

Ashwin Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 credentials and with 21 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Mike Patti is a financial advisor at Morgan Stanley with 20 years of industry experience. He has held positions at Bank of America, Merrill, and Morgan Stanley Smith Barney. Patti holds Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management serves 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 structured planning tools supported by its Global Investment Committee.

Andrew Mckay is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in managing commercial and residential real estate properties through several investment entities. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with assets under management totaling approximately $2.74 trillion.

Maryanna Johnson is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide 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 firm-approved tools and investment committee guidance.

Mary Akin is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 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 utilizing firm-approved tools and modeling techniques.

Ashton Bowman is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Ashton worked at PNC Investments LLC, PNC Bank, Mortgage Network Solutions, Optimal Sante, GoldFish Swim School, and Rosatis Pizza and Pub. 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 utilizes structured planning tools and market modeling techniques in its advisory process.

Aman Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Susan Taylor is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, where she has worked since 2015. She has 24 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 financial planning process utilizing firm-approved tools and modeling techniques.

Brooke Rudolph is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked at ArchiveSocial and Help One Now, and has a background that includes full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Whitney Walker is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on structured financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs advanced modeling tools such as Monte Carlo simulations in its planning process.

A Lee Morris III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morris serves as Green Committee Chair at Old Chatham Golf Club in Durham, North Carolina. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning services alongside investment management and other wealth solutions.

Jesse Boulerice is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with 15 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2011 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and broad investment offerings in its approach.