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 Wadsworth is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at E*Trade Securities from 2013 to 2023 before joining Morgan Stanley in 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

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.

Joshua Carlson is a financial advisor at Morgan Stanley with six years of industry experience. His prior roles include positions at E*Trade Securities LLC and Goldman Sachs & Co. Outside of his financial career, he has served as an assistant manager at The Story Cupboard, where he assists with shipping, inventory management, and organizing sales events at local elementary schools. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

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 with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at Fidelity Brokerage Services for 17 years and E*TRADE Capital Management from 2017 to 2023. Outside of his advisory work, he records and posts biking footage on a YouTube channel without appearing on camera. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Levi Ostler is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Goldman Sachs and JP Morgan Chase. Outside of financial advising, he is involved as a Lyft driver. 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 supported by structured processes and utilizes various analytical tools, managing approximately $2.74 trillion in client assets.

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 Series 66-licensed financial advisor with eight years of industry experience. He has worked at Morgan Stanley since 2023, with prior roles at E*TRADE Capital Management and Edward Jones. Outside of financial advisory work, he owns and operates a handyman business providing small project services. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models.

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 with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities LLC. Outside of his advisory role, he is a landlord renting a room in his personal residence. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services across retail and institutional markets.

Todd Kimball is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. He previously worked at E*Trade Securities LLC and Jordan Credit Union and is associated with Financial Innovations Group, a credit card processing company. Outside of advisory work, he owns a retail and online business specializing in digital downloads. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including 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-sponsored financial planning services.

Dominick Mazza is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at E*Trade Securities and Equity Advantage Real Estate. Morgan Stanley Wealth Management provides 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 a broad range of retail and institutional investment services.

Monte Mitchell is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63, 65, and 66 registrations and has previously worked at firms including E*TRADE Securities, Ascensus, and TD Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

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.