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Chazius S

Series 63, Series 66

Sandy, UT

Morgan Stanley

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.

General estate planning guidance
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Nathan T

Series 63, Series 66

Sandy, UT

Morgan Stanley

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.

General estate planning guidance
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Paula L

Series 63, Series 66

Sandy, UT

Morgan Stanley

Paula Larson is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Her career includes roles at E*TRADE Capital Management, Fidelity Brokerage Services, and Wells Fargo Advisors. Outside of her advisory work, she is involved in photography as a personal business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Justin P

Series 66

Sandy, UT

Morgan Stanley

Justin Powell is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. His prior work includes positions at E*TRADE Securities and non-financial roles at Grub Burger Bar and in education. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, incorporating structured financial planning and employing firm-approved tools and models to inform client strategies.

General estate planning guidance
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Clinton P

Series 66

Sandy, UT

Morgan Stanley

Clinton Parsons is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. His prior experience includes roles at E*Trade Capital Management LLC and E*Trade Securities LLC, spanning over a decade. 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, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Nathan V

Series 63, Series 66

Sandy, UT

Morgan Stanley

Nathan Van Rij is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 designations 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 advisory programs that include tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and financial planning services through its broad platform.

General estate planning guidance
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Sean L

Series 63, Series 66

Sandy, UT

Morgan Stanley

Sean Larson is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He previously worked at E*Trade Securities LLC for six years and has experience with Vivint SmartHome, Chrysalis, and Southern Utah University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 provides services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Tyler C

Series 66, Series 63

Sandy, UT

Morgan Stanley

Tyler Callens is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at several organizations outside the financial industry. 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 processes and firm-approved tools.

General estate planning guidance
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Skyler L

Series 66

Sandy, UT

Morgan Stanley

Skyler Lawson is a financial advisor at Morgan Stanley with Series 66 credentials and less than one year of industry experience. Prior to joining Morgan Stanley in 2026, Lawson held brief positions at Bank of America, Merrill, Northwestern Mutual, and worked as an independent broker. He also serves as an officer of Lawson. Capital LLC, a sole proprietorship managing his personal long-term investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Cody F

Series 63, Series 66

Sandy, UT

Morgan Stanley

Cody Fivecoat is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at E*TRADE Capital Management and E*TRADE Securities. He has also been affiliated with Utah State University since 2016. 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 supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Nicholas M

Series 63, Series 66

Sandy, UT

Morgan Stanley

Nicholas Mabey is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and 66 licenses and has worked with E*TRADE and Morgan Stanley Smith Barney prior to his current role. Mabey is based in Sandy, Utah. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by advanced modeling tools and serves clients both directly and through corporate agreements.

General estate planning guidance
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Phillip M

Series 63, Series 66

Sandy, UT

Morgan Stanley

Phillip Mccarroll is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at E*Trade Capital Management LLC and E*Trade Securities LLC. Outside of his advisory role, he is involved in property management as a landlord. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

General estate planning guidance
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Hainan D

Series 63, Series 66

Sandy, UT

Morgan Stanley

Hainan Dou is a financial advisor at Morgan Stanley with nine years of industry experience. Their prior work includes a position at MS Services Group Inc. from 2017 to 2018. Dou holds Series 63 and Series 66 licenses. 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 firm-approved tools and research from its Global Investment Committee.

General estate planning guidance
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Matthew R

Series 63, Series 66

Sandy, UT

Morgan Stanley

Matthew Rash is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Securities and E*TRADE Capital Management. Outside of his advisory role, he is a partner in a sports cards and collectibles business based in Salt Lake City, Utah. 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 tailored financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Tyson T

Series 63, Series 66

Sandy, UT

Morgan Stanley

Tyson Toner is a financial advisor at Morgan Stanley with 15 years of industry experience. His career includes roles at E*TRADE Capital Management, E*TRADE Securities, Toner Financial LLC, and Fidelity Investments. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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Jared M

Series 65, Series 63

Sandy, UT

Morgan Stanley

Jared Maciel is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Capstone Logistics, Northwestern Mutual, and teaching positions at Colorado State University Pueblo and Northeastern Junior College. Outside of his advisory career, he operated a landscaping business for four years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment products and strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning supported by advanced modeling tools.

General estate planning guidance
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Lucas R

Series 63, Series 66

Sandy, UT

Morgan Stanley

Lucas Ruiz is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He previously worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

General estate planning guidance
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Wei Lun H

Series 63, Series 66

Sandy, UT

Morgan Stanley

Wei Lun Hsu is a financial advisor at Morgan Stanley with 17 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 an officer of D2D2 LLC, a company involved in real estate activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Bryce E

Series 63, Series 65

Sandy, UT

Morgan Stanley

Bryce Edminister is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and 12 years of industry experience. His previous roles include positions at Fidelity Personal and Workplace Advisors and E*TRADE Capital Management. Outside of finance, Edminister competes professionally in mixed martial arts. 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 utilizing firm-approved tools and economic modeling techniques.

General estate planning guidance
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Shaun T

Series 63, Series 66

Sandy, UT

Morgan Stanley

Shaun Taylor is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC and Fidelity. Morgan Stanley Wealth Management provides a broad 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 employer-based Corporate Financial Planning agreements.

General estate planning guidance
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