Eric Curry is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, as well as E*Trade Capital Management LLC and E*Trade Securities LLC. He is based in Sandy, Utah. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Brandon Christensen is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation. Prior to joining Morgan Stanley, he worked in various roles including at Computing Concepts and Dell EMC. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broad retail and institutional offerings.

Nathanal Coffey 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 Securities. Outside of his advisory role, he is involved in community activities including working with the Utah Athletic Foundation, where he operates ice-resurfacing equipment, and tutoring students through Varsity Tutors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages a broad range of assets and provides advisory services alongside various investment programs.

Kevin Buehler is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with E*TRADE Capital Management LLC and E*TRADE Securities LLC prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves 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 firm-approved tools and market scenario modeling.

Jamison Smith is a financial advisor at Morgan Stanley with 25 years of industry experience. He has previously worked at Fidelity and E*TRADE Capital Management and Securities. Outside of his advisory role, he runs a YouTube channel featuring biking footage without personal appearances. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both individual plans and corporate financial planning agreements.

Levi Ostler is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at Goldman Sachs and JP Morgan Chase. Outside of his advisory work, he is a Lyft driver. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and investment research.

Carter Cox is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he held positions in various service and hospitality roles, including at Oak View Group Hospitality and Omni Hotels. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured planning tools and a broad range of investment services.

Spencer Fredrickson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2023. His prior experience includes roles at E*TRADE Securities LLC, TD Ameritrade, Regency Investments, RAM Enterprises, and Gallup. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Levi Waters is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Capital Management, E*TRADE Securities, and Edward Jones. Outside of finance, Levi operates a handyman business called Lend a Hand Handyman. 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 serves clients through both direct and employer-sponsored financial planning arrangements.

Timothy Wright is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and over 21 years of industry experience. He previously worked extensively at E*TRADE in various capacities from 2006 to 2023. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools, offering services primarily in an advisory capacity without individual security recommendations as part of standalone plans.

Nahuel Martinez is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Morgan Stanley, he held positions at ClearLink, Namebrand, Amazon, and other companies. Martinez has experience across diverse industries including technology and telecommunications. 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 utilizes structured planning tools and proprietary modeling in its financial planning process.

Kayla Zoolakis is a Series 66-licensed financial advisor with Morgan Stanley, bringing two years of industry experience. Before joining Morgan Stanley in 2023, she held roles at the University of Utah Hospitals and Clinics and worked briefly with Louk's Greek Baby Donuts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to comprehensive financial planning and investment advisory.

Jeffrey Marsicola is a financial advisor at Morgan Stanley in Sandy, Utah, with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities LLC. Outside of his advisory role, he is a landlord who rents a room in a property he owns. 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 and financial planning services, employing structured planning tools and models to support client outcomes.

Todd Kimball is a financial advisor at Morgan Stanley Wealth Management with nine years of industry experience. He previously worked at E*Trade Securities LLC and is associated with Financial Innovation Group, a credit card processing company, though he is not actively involved in that business. He also owns Event Village, a retail and online store focused on digital downloads. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning using firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides investment advisory and brokerage services through various programs.

Dominick Mazza is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses. His background includes roles at E*Trade Securities and Equity Advantage Real Estate. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Monte Mitchell is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at E*TRADE Securities LLC, Ascensus, and TD Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Timothy Bohnsack is a financial advisor at Morgan Stanley with four years of industry experience and holds a Series 66 designation. His prior roles include positions at PerformanceWest, Wasatch Recovery, and New Roads Behavioral Health. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Chazius Stephens is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Fidelity Brokerage Services and Wells Fargo Clearing Services. Outside of finance, he has held roles in the food service industry at Olive Garden, Chipotle, and Pizza Hut. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and risk modeling in its financial planning process.

Nathan Thurman is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at E*TRADE Securities LLC and Utah Valley University prior to joining Morgan Stanley. 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 utilizes structured planning tools and analyses to support client financial plans.

Paula Larson is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Capital Management, Fidelity Brokerage Services, and Wells Fargo Clearing. Outside of her advisory role, Larson is involved in photography and operates a small photography business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery-based process to develop financial plans, typically acting in an advisory capacity.