Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jill P
Series 63, Series 66
Sandy, UT
Morgan Stanley
Jill Pettijohn is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Capital Management and Transamerica Financial Advisors. Outside of her advisory roles, she has experience with technology companies such as Lyft and Uber. 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 emphasizes structured financial planning supported by proprietary tools and offers both direct individual plans and corporate financial planning solutions.
Madson T
Series 63, Series 66
Sandy, UT
Morgan Stanley
Madson Thompson is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities LLC from 2017 to 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct financial planning and corporate financial planning services.
Steven C
Series 66
Sandy, UT
Morgan Stanley
Steven Cassell is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked for several firms, including Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he owns Magic Castle Cleaning LLC, a referral agency. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering financial planning supported by firm-approved tools and investment analysis. The firm manages approximately $2.74 trillion in client assets and operates with a broad retail and institutional client base.
David B
Series 63, Series 66
Sandy, UT
Morgan Stanley
David Boren is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at E*TRADE Securities, Principal Life Insurance, and Fidelity Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
Mayping L
Series 66
Sandy, UT
Morgan Stanley
Mayping Lin is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2021, Lin worked at Nu Skin United States Inc for five years. Lin holds the Series 66 designation. 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 use structured discovery processes and firm-approved tools to help clients develop tailored plans.
Jennifer H
Series 63, Series 66
Sandy, UT
Morgan Stanley
Jennifer Howe is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of her financial career, Howe was involved in fitness and martial arts businesses, including Horn's Elite Performance Fitness LLC and Jeremy Horn Fighting System LLP. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.
Nikola W
Series 66
Sandy, UT
Morgan Stanley
Nikola Weeks is a Series 66 licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2022, Weeks worked at DoTerra International LLC from 2020 to 2022 and owns a housekeeping business, EUR Cleaning Company, which has been operating since 2007. 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 personalized financial planning that utilizes firm-approved tools and modeling techniques.
Alicia H
Series 66, Series 63
Sandy, UT
Morgan Stanley
Alicia Horne is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at E*TRADE Securities LLC before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients primarily in an advisory capacity.
Matthew E
Series 66
Sandy, UT
Morgan Stanley
Matthew Erickson is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments, Skyline Solar, Utah State University, Vivint Smarthome, and ADT. 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 supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both retail and institutional financial solutions.
Dallas P
Series 66
Sandy, UT
Morgan Stanley
Dallas Petersen is a financial advisor at Morgan Stanley with a Series 66 credential. He began his advisory career in 2024, previously working at Pennie LLC, Americor, and in the mortgage industry. Outside of finance, he operates a fitness coaching and media business. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone plans.
William S
Series 66, Series 63
Sandy, UT
Morgan Stanley
William Squire is a financial advisor with Morgan Stanley in Sandy, UT. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Morgan Stanley, he worked at KeyBank National Association and held roles at Apple Inc. and the University of Utah. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and offers services including estate planning and investment management across diverse client segments.
John L
Series 63, Series 65
Sandy, UT
Morgan Stanley
John Lemmon is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with E*TRADE Securities and Capital Management before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.
Cameron P
Series 63, Series 66
Sandy, UT
Morgan Stanley
Cameron Parker is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. His career includes roles at Morgan Stanley since 2023 and prior experience at E*TRADE Securities LLC from 2016 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.
Kent I
Series 66, Series 63
Sandy, UT
Morgan Stanley
Kent Isom is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*Trade Securities LLC. 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, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.
Christopher T
Series 63, Series 66
Sandy, UT
Morgan Stanley
Christopher Thurman is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Prior to joining Morgan Stanley, he spent significant time with E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeling techniques.
Benjamin W
Series 63, Series 66
Sandy, UT
Morgan Stanley
Benjamin Wightman is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 Secular Return Estimates and Monte Carlo simulations, to support financial planning outcomes.
Sean O
Series 63, Series 66
Sandy, UT
Morgan Stanley
Sean Olsen is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.
Christopher C
Series 66
Sandy, UT
Morgan Stanley
Christopher Camilli is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and four years of industry experience. He previously worked at Zions Bank and has a diverse background including roles at Teleperformance, GAP Inc., Lift, and Smart Staffing. From 2009 to 2018, he was associated with Impatto CA under the name CAMILLI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes firm‑approved planning tools and models to support its services.
David M
Series 66
Sandy, UT
Morgan Stanley
David Morse is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His prior work includes roles at E*Trade Securities LLC and Morgan Stanley Smith Barney LLC, and before entering finance he worked in education and other fields. 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 including tailored financial planning, managing approximately $2.74 trillion in client assets.
Toby T
Series 66
Sandy, UT
Morgan Stanley
Toby Taylor is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley since 2022 and was previously employed at E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations in standalone plans.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters