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Ian U
Series 63, Series 65
Sandy, UT
Morgan Stanley
Ian Urry is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and five years of industry experience. He has worked at Morgan Stanley since 2021 and has held previous roles at E*Trade Securities, Allstate, and other firms. Outside of his advisory work, he is involved with Great Basin Staffing LLC, a talent acquisition and consulting business based in Utah. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and tailored 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 proprietary tools and market modeling techniques.
Marcus A
Series 66, Series 63
Sandy, UT
Morgan Stanley
Marcus Adkins is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 66 and Series 63 designations and previously worked at E*TRADE Securities LLC before joining Morgan Stanley. Outside of his advisory work, Adkins is a video game streamer on Twitch. Morgan Stanley Wealth Management is a large 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 supported by structured discovery processes and advanced modeling tools.
Micah B
Series 63, Series 66
Sandy, UT
Morgan Stanley
Micah Burrow is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Xanterra, Lytle Land and Cattle, Vivint, and Abilene Christian University. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers financial plans directly to clients as well as through corporate agreements.
Jose G
Series 63, Series 66
Sandy, UT
Morgan Stanley
Jose Garcia is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management and E*TRADE Securities from 2011 through 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by firm-approved tools and methodologies.
Logan J
Series 66
Sandy, UT
Morgan Stanley
Logan Johnson is a financial advisor at Morgan Stanley with four years of industry experience. Before joining Morgan Stanley in 2021, he worked at E*Trade and spent 14 years at Lagoon Amusement Park in a customer service role. 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 supported by structured discovery and firm-approved tools.
Giancarlo R
Series 63, Series 66
Sandy, UT
Morgan Stanley
Giancarlo Rondon is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Matrix, Fidelity Investments, and R. J. Lewis, as well as self-employment and various positions unrelated to finance. Outside of advising, he is involved in manufacturing as a violin maker and operates a construction and engineering contracting business. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving individual and institutional clients with a broad range of financial planning and investment services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies designed to model financial outcomes and support tailored client strategies.
Jason M
Series 63, Series 66
Sandy, UT
Morgan Stanley
Jason Money is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His career includes roles at Morgan Stanley since 2023, E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2017 to 2023, and TD Ameritrade from 2003 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by advanced modeling tools and oversees approximately $2.74 trillion in client assets.
Lucas B
Series 63, Series 66
Sandy, UT
Morgan Stanley
Lucas Bueno is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for eight years before joining Morgan Stanley in 2023. He holds Series 63 and Series 66 licenses. 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, including tailored financial planning supported by firm-approved tools and methodologies.
Mark R
Series 66
Sandy, UT
Morgan Stanley
Mark Roesler is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at E*TRADE Financial Corporate Services LLC and Solomon Page. Outside of his advisory work, he is involved in tutoring biology, chemistry, Spanish, English, and standardized test preparation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves clients through tailored financial strategies without providing individual security recommendations in standalone planning programs.
Daniel W
Series 63, Series 66
Sandy, UT
Morgan Stanley
Daniel Whysong is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and various Wells Fargo entities. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning solutions.
Isaiah T
Series 63, Series 66
Sandy, UT
Morgan Stanley
Isaiah Thurman is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he worked in various customer service roles at companies including Cafe Zupas and Olive Garden. 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 supported by structured discovery conversations and firm-approved tools.
Mark P
Series 63, Series 65
Sandy, UT
Morgan Stanley
Mark Patterson is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he spent over a decade running Chic's Jerky Inc., also known as Good Thyme Catering. Between 2023 and 2025, he took time for travel and education. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools.
Michael N
Series 63, Series 66
Sandy, UT
Morgan Stanley
Michael Nelson is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Nelson has worked at Morgan Stanley since 2023 and previously at E*TRADE Securities. He also serves as an online adjunct faculty member for Southern New Hampshire University and OLL Services LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.
Aaron F
Series 63, Series 66
Sandy, UT
Morgan Stanley
Aaron Fiero is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and E*TRADE in various capacities since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 provides services through its Financial Advisors and Estate Planning Strategies Group.
Richard C
Series 63, Series 66
Sandy, UT
Morgan Stanley
Richard Cruser is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at E*TRADE Securities and E*TRADE Capital Management prior to joining Morgan Stanley. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Mckinley E
Series 63, Series 66
Sandy, UT
Morgan Stanley
Mckinley Eastmond is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools.
Corinne B
Series 63, Series 66
Sandy, UT
Morgan Stanley
Corinne Brunyer is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley and E*TRADE in various advisory roles throughout her career. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.
Daniel R
Series 66
Sandy, UT
Morgan Stanley
Daniel Ryan is a financial advisor with Morgan Stanley, holding 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. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.
Bryan M
Series 63, Series 66
Sandy, UT
Morgan Stanley
Bryan Martin is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities from 2015 to 2023. Outside of his advisory role, Martin is involved with Varsity Tutors as a contractor and is a partner in Lake Escape Charter LLC, a recreation business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.
Matthew J
Series 66
Sandy, UT
Morgan Stanley
Matthew Johnson is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked previously at E*TRADE Securities LLC, Fidelity Investments, and Wells Fargo Clearing Services. Outside of his financial advisory work, he is a guitar player and one of five owners of a musical group called Becoming Shadows LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.
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