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Christian G
Series 66
Sandy, UT
Morgan Stanley
Christian Green is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 credential and previously worked at Fidelity Investments, Utah Valley University, Weave, Vantage Marketing, and Alder Security. Outside of his advisory work, he is involved with Balloon Architects, a marketing contractor based in Murray, Utah. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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.
Timothy S
Series 66
Sandy, UT
Morgan Stanley
Timothy Shaw is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and 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 and modeling techniques in its financial planning process.
Christopher B
Series 63, Series 66
Sandy, UT
Morgan Stanley
Christopher Bingham is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at E*TRADE Capital Management and E*Trade Securities. Outside of his advisory role, he is the sole owner of Coast 2 Coast Property Management, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs.
David A
Series 63, Series 66
Sandy, UT
Morgan Stanley
David Abbatangelo is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Santa Fe, Boyd Gaming, Virginia Street Brewhouse, Towne Park, and the University of Nevada Reno. 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. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and models.
Kenneth B
Series 63, Series 66
Sandy, UT
Morgan Stanley
Kenneth Barnett is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles across multiple industries prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through structured discovery processes and firm-approved planning tools.
Jack J
Series 63, Series 65
Sandy, UT
Morgan Stanley
Jack Jensen is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at E*TRADE Securities LLC and CUSO Financial Services, LP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and processes.
Joshua A
Series 66
Sandy, UT
Morgan Stanley
Joshua Anderson is a financial advisor with Morgan Stanley, holding a Series 66 license and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Cottonwood Title Insurance Agency, Inc. from 2020 to 2023. His background also includes roles at Weber State University and Bonneville International. 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 utilizes a structured planning process incorporating firm-approved tools and models to assist clients in financial decision-making.
Andre H
Series 66
Sandy, UT
Morgan Stanley
Andre Hoglin is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and previously worked in roles including at Utah Red Wolves Academy, where he is also a soccer coach. Andre’s background includes several positions related to sports coaching and education. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs supported by structured planning tools and extensive resources.
Scott H
Series 63, Series 66
Sandy, UT
Morgan Stanley
Scott Hickman is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Morgan Stanley, he held various roles in business consulting, technology, and education. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and models outcomes but clients are responsible for implementing and updating their plans.
Tyler M
Series 63, Series 66
Sandy, UT
Morgan Stanley
Tyler Migdat is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at E*TRADE Capital Management and Fidelity Brokerage Services, as well as experience in real estate with Keller Williams Realty. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources, managing approximately $2.74 trillion in client assets.
Frankie T
Series 66
Sandy, UT
Morgan Stanley
Frankie Tipiani is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, Tipiani worked in various roles including positions at Wasatch Medical Clinic and International Cruise and Excursions. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and scenario modeling, offering financial plans without providing individual security recommendations.
Jeno J
Series 66
Sandy, UT
Morgan Stanley
Jeno Jaramillo is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has prior experience at Goldman Sachs and several other firms. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.
Dallas S
Series 63, Series 66
Sandy, UT
Morgan Stanley
Dallas Sproul is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 registrations and over 12 years of industry experience. He has worked at Morgan Stanley since 2023 and previously held positions at E*TRADE Securities LLC from 2013 to 2023. 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 modeled outcomes. The firm manages approximately $2.74 trillion in client assets and provides services directly to individuals as well as through corporate financial planning agreements.
David H
Series 63, Series 66
Sandy, UT
Morgan Stanley
David Hohmann is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and E*TRADE Capital Management LLC. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning through a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs including estate planning and corporate financial planning agreements.
Luis R
Series 66
Sandy, UT
Morgan Stanley
Luis Ruiz is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked seven years at Discover Financial Services. Outside of his advisory role, Ruiz has held positions with Uber and Amazon and is set to join the Utah National Guard. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery conversations and firm-approved tools to model outcomes, while clients retain responsibility for plan implementation.
Charaty J
Series 63, Series 66
Sandy, UT
Morgan Stanley
Charaty Juracan is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at E*Trade Capital Management, E*Trade Securities, Fidelity Brokerage Services, and Curve Dental. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.
Lisa B
Series 66
Sandy, UT
Morgan Stanley
Lisa Bowers is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo, TD Ameritrade, and E*Trade Securities. Outside of her advisory work, Bowers is a musician and singer-songwriter, operating her own music website. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.
Alissa F
Series 63, Series 66
Sandy, UT
Morgan Stanley
Alissa Foster is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at E*Trade Securities and CaptionCall. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services directly to individuals and through corporate financial planning agreements.
Jared K
Series 66
Sandy, UT
Morgan Stanley
Jared Kichiro is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 license and five years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Golden Customer Care, 24-7 In Touch, and Netflix Inc. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.
James W
Series 63, Series 66
Sandy, UT
Morgan Stanley
James Wadsworth is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Securities LLC for seven years before joining Morgan Stanley in 2023. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.
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