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Terri B

Series 66

Ripley, WV

Morgan Stanley

Terri Brown is a financial advisor with Morgan Stanley in Ripley, West Virginia, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Merrill and JP Morgan Chase. Outside of her financial advisory role, she is involved as an employee with Handshake AI, a technology company focused on AI tutoring. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and employer-based financial plans.

General estate planning guidance
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