Glenn Henshaw is a CFA® charterholder with 45 years of experience in the financial industry. He is currently with Morgan Stanley in Raleigh, NC, having previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and planning tools, with plans supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Giselle Pater is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, and has three years of industry experience. She previously worked at Merrill from 2006 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, as part of its financial planning process.

Jennifer Hinnant is a financial advisor at Morgan Stanley with the Series 66 designation and nine years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and modeling techniques.

Constance Thurman is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent four years with Merrill. 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Bonnie Linnemeier is a financial advisor at Morgan Stanley in Raleigh, NC, with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools along with market modeling techniques to support client financial planning.

Joanna Mason is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. She is currently based in Raleigh, NC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery conversations and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment services.

Margaret Deng is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 license. She has been with Morgan Stanley since 2025 and has prior experience with Golden Edge Solutions, LLC, as well as academic roles at New York University and involvement with The Skyscraper Museum and Steps Tutoring. 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 supported by firm-approved tools and strategies.

Caroline Zuendel is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. Her background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Triangle Wealth Management. She is also involved in authorship outside of her advisory work. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning based on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Melissa Poteat is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to Morgan Stanley, she has significant experience in education and management, having worked with the North Carolina Virtual Public School, the Aquatic Management Group, and the Wake County Public School System. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Charles Bell III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an executor and co-executor for estate administration matters. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

William Brewer is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning using proprietary tools and provides services through its Financial Advisors and Estate Planning Strategies Group.

Luann Maner is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses with 38 years of industry experience. She has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association throughout her career. Outside of her advisory role, she is the owner of Sea Clearly, LLC, a real estate-related business in Ocean Isle Beach, NC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

William Brewer IV is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley Smith Barney LLC since 2021. Outside of his advisory roles, he has been involved with Scratch Kitchen & Taproom and Grace Christian School. 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 supported by structured discovery processes and firm-approved tools.

Joshua Clark is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Clearing and began his career with roles at North Carolina State University and UNC Charlotte. Outside of advising, Clark is involved in property management through ownership of a rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured planning tools and market-return models to support client strategies.

Caroline Regner is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2023, including a position at Morgan Stanley Private Bank, N.A. from 2026. Her prior experience includes roles at CapFinancial Partners, LLC (CAPTRUST) and BB&T. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate advanced modeling techniques without offering individual security recommendations as part of standalone plans.

Timothy Otto is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a position at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a board member for Edenton Street United Methodist Church in Raleigh, North Carolina. Morgan Stanley Wealth Management provides a broad range of advisory services to both individual and institutional clients, utilizing structured financial planning tools and offering tailored investment programs. The firm manages approximately $2.74 trillion in client assets and supports clients through a combination of advisory and brokerage services.

Todd Mc Clure is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with 25 years of industry experience. His prior roles include several years at Merrill Lynch and Bank of America. 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 including tailored financial planning supported by structured processes and advanced modeling tools.

Elliot Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, he was employed at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and comprehensive financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Angela Yates is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2016, with a brief tenure at Fidelity Brokerage Services and a prior position at Comcast Corporation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of retail and institutional investment products and services.