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Dean O

Series 63, Series 65

Reno, NV

Morgan Stanley

Dean Obenauer is a financial advisor at Morgan Stanley with 33 years of industry experience. He has held positions at Morgan Stanley Smith Barney LLC since 2021 and previously worked at Ameriprise Financial Services, Inc. for nine years. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations, firm-approved tools, and scenario modeling but does not include individual security recommendations as part of standalone planning.

General estate planning guidance
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Kurt N

Series 63, Series 65

Reno, NV

Morgan Stanley

Kurt Neddenriep is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a member of the Nevada Congressional District 2 Military Academy Nomination Committee. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methods.

General estate planning guidance
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Alexander M

Series 66

Reno, NV

Morgan Stanley

Alexander Mallett is a financial advisor at Morgan Stanley in Reno, NV, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Greater Nevada Credit Union and teaching appointments at the University of Nevada, Reno, and Truckee Meadows Community College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

General estate planning guidance
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Ryan G

Series 66

Reno, NV

Morgan Stanley

Ryan Gilbrech is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with 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. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Anthony M

Series 63, Series 65

Reno, NV

Morgan Stanley

Anthony Maldonado is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with Morgan Stanley since 2013 and also works at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.

General estate planning guidance
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Jennifer Z

Series 66

Reno, NV

Morgan Stanley

Jennifer Zimmerman is a Series 66-licensed financial advisor with Morgan Stanley in Reno, Nevada, and has 18 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she manages rental property operations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning that incorporates firm-approved tools and methodologies to support client goals.

General estate planning guidance
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Emma B

Series 66

Reno, NV

Morgan Stanley

Emma Briggs is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 credential and four years of industry experience. She previously worked at Deloitte and Touche and attended Menlo College. She is involved with the Boys and Girls Club of Truckee Meadows, participating in fundraising events through their Young Leaders Committee. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

General estate planning guidance
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Stacey N

Series 63, Series 66

Reno, NV

Morgan Stanley

Stacey Nissim is a financial advisor at Morgan Stanley with 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory work, she is involved with doTerra International, a health and beauty products company, in a sales and marketing capacity. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutions, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting clients with advisory services and a variety of investment programs.

General estate planning guidance
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Michael H

Series 63, Series 65

Reno, NV

Morgan Stanley

Michael Hayes is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets starting in 1988. Outside of finance, Hayes is a drummer in a cover band based in Verdi, Nevada. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Brent W

CFP®, Series 63, Series 65

Reno, NV

Morgan Stanley

Brent Webster is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Hulet Livestock Corporation, a livestock grazing business in Utah. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools such as Monte Carlo simulations and Secular Return Estimates.

General estate planning guidance
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Brian S

Series 63, Series 65

Reno, NV

Morgan Stanley

Brian Sharpes is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services from 2003 to 2017 before joining Morgan Stanley Private Bank and Morgan Stanley in 2017. Outside of his advisory role, he is involved in investment-related activities including property management and automotive/transportation ventures. Morgan Stanley Wealth Management offers advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and delivers a broad range of investment programs and strategies.

General estate planning guidance
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Tyler W

Series 63, Series 65

Reno, NV

Morgan Stanley

Tyler Whitten is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. He serves on the Advisory Board for the University of Nevada College of Liberal Arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that utilize structured discovery processes and approved planning tools.

General estate planning guidance
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Angel S

Series 63, Series 65

Reno, NV

Morgan Stanley

Angel Sandoval is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm managing approximately $2.74 trillion in client assets. It provides a variety of advisory programs to individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and investment research.

General estate planning guidance
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Stacy M

Series 63, Series 66

Reno, NV

Morgan Stanley

Stacy Muirhead is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 66 licenses and 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee inputs as part of its advisory process.

General estate planning guidance
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Jared M

Series 66

Reno, NV

Morgan Stanley

Jared Marchegger is a Series 66-credentialed financial advisor with Morgan Stanley, based in Reno, NV. He has one year of industry experience, including prior roles at Alliance Trust Company of Nevada and involvement in the automotive sector through Capitol Automotive. Outside of finance, he has worked in automotive and transportation 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 and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Jordan L

Series 63, Series 65

Reno, NV

Morgan Stanley

Jordan Lawshe is a financial advisor at Morgan Stanley with three years of industry experience. He has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Jordan holds Series 63 and Series 65 licenses. 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 conversations and firm-approved planning tools.

General estate planning guidance
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Shannon M

Series 63, Series 65

Reno, NV

Morgan Stanley

Shannon Mountain is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at UBS Financial Services Inc for 10 years. Outside of advising, he serves as treasurer for Mountain Brewing LLC, a restaurant and bar in Reno. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various programs including corporate financial planning agreements.

General estate planning guidance
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Ian M

Series 66

Reno, NV

Morgan Stanley

Ian Meintjes is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at Custom Physical Therapy and TrainerRoad, and he also has experience at the University of Nevada. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

General estate planning guidance
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John B

Series 63, Series 65

Reno, NV

Morgan Stanley

John Badwick is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through 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 structured planning tools and market modeling to assist clients in their financial decisions.

General estate planning guidance
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Anthony P

Series 66

Reno, NV

Morgan Stanley

Anthony Puckett is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in rental property investment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

General estate planning guidance
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