Jamie Claytor is a Series 66-licensed financial advisor with Morgan Stanley in Raleigh, NC, where he has worked since 2014. He has three years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by its Global Investment Committee’s return estimates and modeling tools.

Joel Hudson is a financial advisor at Morgan Stanley in Raleigh, NC, with 33 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved with American Defense Systems Inc., which provides bulletproof armor and contracts with the U.S. Army. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client financial plans.

Rupert Sizemore III is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held roles at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Sizemore holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a 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 services both directly and through corporate financial planning agreements.

John Lowther is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Hanwha Azdel, System One, Areva, and Central Virginia Federal Credit Union. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee models to support its services.

Jason Crowder is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as a Trust Protector in Wilmington, North Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and managing approximately $2.74 trillion in client assets. Its planning approach includes structured discovery conversations and firm-approved tools, serving clients through both direct and employer-linked agreements.

Nicholas Gesell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. Gesell is currently based in Raleigh, NC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Timothy Ellis is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling in its financial planning process.

David Mcintyre Jr. is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Mcintyre serves on the Wake County Advisory Board for the Salvation Army, focusing on community and humanitarian efforts. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s process emphasizes structured discovery and firm-approved planning tools without offering individual security recommendations in standalone planning.

Alexis Turner is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by firm-approved tools and offers a broad range of retail and institutional investment solutions.

Kevin Anderson is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Anderson serves as Chair of the Finance Committee at Hayes Barton United Methodist Church. Morgan Stanley Wealth Management provides a wide 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 delivers services through Financial Advisors and its Estate Planning Strategies Group.

Noelle Olson is a financial advisor at Morgan Stanley in Raleigh, NC, with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and First National Bank Minnesota. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Ericka Archie Conner is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

David Smith Jr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 43 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, 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 planning process that uses firm-approved tools and scenario modeling to support client goals.

Harold Russell is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is associated with a hunting property in Merry Hill, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and secular return estimates.

Kathleen Welte is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, bringing 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and currently works at Morgan Stanley Private Bank, N.A. Ms. Welte's career reflects a long tenure within the Morgan Stanley organization. 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 and financial planning services supported by firm-approved tools and a structured discovery process.

Erin Beavers is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is a partner in an automotive business, PrimeTime Motors of Garner, LLC. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

Melanie Regner is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2011 and 2015, respectively. Regner serves on the Finance Committee of Leadership North Carolina, a civic organization focused on various community and educational initiatives. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services ranging from estate planning to corporate financial plans.

Michael Jordan is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates firm-approved tools and modeling techniques.

George Holden III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Bank of America and Merrill, and he has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Outside of his advisory work, he is involved with NSH Properties LLC, a real estate business based in Cary, North Carolina, in which he holds a passive role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include investment advisory, estate planning, and access to various financial products and strategies.

Alexandra Odorizzi is a financial advisor at Morgan Stanley in Raleigh, NC, with 25 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member for the Weldon Ridge Barracudas Swim Team, organizing the summer swim program. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.