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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.
Christian G
Series 66
Sandy, UT
Morgan Stanley
Christian Green is a financial advisor with Morgan Stanley, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments for four years and has held roles in marketing and security firms. Outside of advising, he is involved as a contractor with Balloon Architects, a marketing firm based in Murray, Utah. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and extensive asset management. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.
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 66, Series 63
Sandy, UT
Morgan Stanley
David Abbatangelo is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles in various sectors such as gaming, hospitality, and university administration. 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, utilizing structured discovery processes and firm-approved tools to support client planning needs.
Kenneth B
Series 66, Series 63
Sandy, UT
Morgan Stanley
Kenneth Barnett is a financial advisor at Morgan Stanley with approximately one year of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles across multiple industries prior to joining Morgan Stanley. Barnett has been involved with Advantage Utah/FC Printing LLC and Impact Transmission 2 in addition to his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages a broad portfolio of client assets and employs structured planning tools and scenario modeling as part of its advisory services.
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 66, Series 63
Sandy, UT
Morgan Stanley
Scott Hickman is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Morgan Stanley, he held roles in various businesses including Danco Development and Outdoor Lighting Perspectives. 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 processes. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and planning capabilities.
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 at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Discover Financial Services for seven years and The Results Company for one year. Outside of his advisory role, Ruiz has worked as a part-time warehouse employee at Amazon, contracted with Uber, and is scheduled to join the Utah National Guard. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and investment research.
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.
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