Derrick Bevan is a financial advisor at Morgan Stanley with 20 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*Trade Securities and Fidelity Brokerage Services. Outside of his advisory role, he owns and manages a rental property that is operated through a property management company. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

William Doss is a financial advisor at Morgan Stanley with 10 years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Fidelity Brokerage Services LLC. Outside of his advisory work, he is employed as a delivery driver for GrubHub. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Guilin Jiang is a financial advisor at Morgan Stanley in Sandy, Utah, holding a Series 66 designation and bringing four years of industry experience. He has been with Morgan Stanley since 2021 and has also operated as a self-employed advisor since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee’s return estimates and Monte Carlo simulations.

Sunnie Wight is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at E*Trade Securities and E*TRADE Capital Management for over a decade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

Devin Murphy is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including E*TRADE Capital Management, CapFinancial Partners (CAPTRUST), Northwestern Mutual, and Fidelity Investments. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved planning tools and methodologies.

Yu Huang is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, Yu held positions at Nu Skin, E Excel International, ISOTRUSS, and English Life. 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 tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client outcomes.

Joshua Walkenhorst is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he spent several years affiliated with Brigham Young University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery conversations and proprietary tools to model outcomes, with clients responsible for implementing their plans.

Loren Overy is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023, following prior roles at E*TRADE Capital Management and E*TRADE Securities. From 2014 to 2017, Overy was involved with the Utah Jazz as a member of the interactive team, promoting fan engagement during games. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved planning tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of offerings including estate planning and investment advisory.

Joshua Braun is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab & Co., Inc., TDAmeritrade, Bank of America, N.A., and Merrill. 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 firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and Corporate Financial Planning agreements.

Jesse Amaya is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and BRVC Pools. Prior to his advisory career, he was involved with Amaya, Inc. for over a decade. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Tristan Hughes is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and affiliated entities since 2022. Prior to that, he was with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC for seven years. Hughes is also associated with Westminster College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in delivering its services.

Wai Tang is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 credential and previously worked at WCF Insurance and Capital Trading LLC. 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 comprehensive financial planning supported by firm-approved tools and methodologies.

Jordan Bumgardner is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Fidelity Investments and Northwestern Mutual. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers a wide range of investment and planning services.

Geoff Newman is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. His work history includes roles at Morgan Stanley since 2023 and prior experience with E*TRADE Securities and Fidelity Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and Corporate Financial Planning agreements.

David Rogers is a financial advisor with Morgan Stanley in Sandy, UT, holding Series 63 and Series 66 credentials, and has four years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*Trade Securities from 2021 to 2023. Outside of his advisory role, he has worked as a contracted delivery driver for services including DoorDash, UberEats, and GrubHub. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Parker Frost is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities and has held various roles including positions at Southern HealthCare Management and Brigham Young University - Idaho. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and corporate financial planning agreements.

Nicholas Roberts is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Wells Fargo Clearing Services LLC for three years and held positions at Goldenwest Credit Union, Premium Retail Services, KBR, Sherwin Williams, and Autoliv. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Yerassyl Bakytuly is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Morgan Stanley since 2023. His prior employment includes roles at Global Life Family Heritage, Equinox, and The Penn Club of New York. 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 processes and firm-approved tools to help clients with tailored planning solutions.

Timothy Aun is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Securities LLC, Park Hudson, and Digicert. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and methodologies, including Monte Carlo simulations and secular return estimates.

Michael Thompson is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at E*TRADE Securities LLC and Mass Mutual Investors Services. Outside of finance, he has experience performing live symphonic orchestral and choral music. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research, managing approximately $2.74 trillion in client assets.