Thomas Gee Jr. is a financial advisor at Morgan Stanley with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities at Morgan Stanley and other firms, including Davenport & Company LLC and Wells Fargo Clearing. Since 2020, he has been associated with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a research-driven investment approach through its Financial Advisors and Estate Planning Strategies Group.

Jason Habel is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at various Morgan Stanley entities since 2001, including Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. 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 supported by structured planning tools and investment research, managing approximately $2.74 trillion in client assets.

Kelly Ross is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 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, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

Naveed Yousufzai is a financial advisor at Morgan Stanley in Richmond, VA, with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2022. Outside of his advisory role, he is employed with Securitas Security Services, USA, in a customer service capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through personalized plans as well as corporate financial planning agreements.

Thomas Catlett is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He serves as a trustee or co-trustee for a trust based in Richmond, Virginia. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client plans and Corporate Financial Planning agreements.

Anne Southworth is a Series 66-licensed financial advisor with Morgan Stanley in Richmond, VA, bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and comprehensive financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored planning and various investment products.

Kelli Senopole is a financial advisor at Morgan Stanley in Richmond, VA, holding a Series 66 designation with 2 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Michael Housden is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009, with prior experience at Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and does not provide individual security recommendations within its standalone planning services.

Kathleen Thompson is a Certified Financial Planner (CFP®) with 19 years of industry experience. She has worked at Morgan Stanley since 2019, including a current role at Morgan Stanley Private Bank, N.A., and previously held positions at Davenport & Company LLC and World Capital Advisors, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Latosha Wilkerson is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she works as a fitness instructor at Gold's Gym and a fitness coach at Boho Cycle Studio. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and advanced modeling tools in its financial planning approach.

Kenneth Sizemore is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Prior to Morgan Stanley, he spent eight years at Citigroup Global Markets. Outside of his advisory role, he serves as a church elder and investment committee board member at Second Presbyterian Church of Roanoke, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing 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 and analyses to assist clients, while clients retain responsibility for plan implementation.

Vickie Crawford is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked at several firms, including Financial Engines Advisors L.L.C., EF Legacy Securities, Edelman Financial Services, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, providing advisory services without individual security recommendations as part of standalone plans.

Emilia Penney is a financial advisor at Morgan Stanley with eight years of industry experience. Her prior roles include positions at J.P. Morgan Chase Bank, Bank of America, Merrill Lynch, and Freeman's. She served on the board of the Virginia Museum of Fine Arts for seven years. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

Quyen Chung is a financial advisor at Morgan Stanley with 39 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. Chung holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and incorporates advanced modeling techniques such as Monte Carlo simulations in its planning process.

Brendan Toone is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, with prior experience at Bank of America, Merrill, Private Advisors LLC, and MSI Financial Services, Inc. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to model financial outcomes, serving clients primarily in an advisory capacity.

Norman Gee Jr. is a financial advisor at Morgan Stanley in Richmond, VA, holding a Series 66 designation with nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously held roles at Bank of America and Merrill from 2017 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Financial Advisors and Estate Planning Strategies Group.

Amber Cleck is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Her prior experience includes seven years at Truist (formerly BB&T). She is based in Richmond, VA. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and planning solutions.

Kenneth Sizemore is a financial advisor with Morgan Stanley in Richmond, VA, holding a Series 66 designation and over 10 years of industry experience. He has worked with Morgan Stanley since 2015 and with Morgan Stanley Private Bank, National Association since 2016. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-based return estimates to support client financial plans.