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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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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 with Morgan Stanley Wealth Management in Sandy, Utah, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Morgan Stanley, he worked extensively at E*TRADE Securities and E*TRADE Capital Management. Outside of his advisory role, Rash is a partner in Exchange Royale, a business focused on sports cards and collectibles. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving both individual and institutional clients with comprehensive financial planning and investment services. The firm employs structured planning tools and offers a range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Jared M

Series 63, Series 65

Sandy, UT

Morgan Stanley

Jared Maciel is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Capstone Logistics, Northwestern Mutual, and Colorado State University Pueblo, along with running a landscaping business for four years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and employer agreements.

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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Brandt P

Series 63, Series 66

Sandy, UT

Morgan Stanley

Brandt Peck is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at E*Trade Securities and has experience in retail and hospitality sectors through roles at Coffee Noir and Beans & Brews. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.

General estate planning guidance
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Aaron H

Series 63, Series 66

Sandy, UT

Morgan Stanley

Aaron Hargis is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2023, following extensive tenure at E*Trade Securities. 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 utilizes structured planning processes supported by firm-approved tools and analysis methods.

General estate planning guidance
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Kyle S

Series 66

Sandy, UT

Morgan Stanley

Kyle Stanley is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Morgan Stanley, he worked at Driven Investments and Northwestern Mutual. Outside of finance, he is involved with Diamond Fence Co, a construction and engineering business, where he provides outside sales support. Morgan Stanley Wealth Management serves both 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, tool-based planning process without offering individual security recommendations as part of standalone plans.

General estate planning guidance
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Evans T

Series 63, Series 66

Sandy, UT

Morgan Stanley

Evans Tackie Yarboi is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Morgan Stanley since 2018, with prior experience at Alpine Securities, Solera (AutoPoint), and Thrivent Financial. Outside of finance, Yarboi is involved in youth soccer coaching and is a partner in Afrotribe LLC, a business focused on art and culture. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Salvador F

Series 63, Series 66

Sandy, UT

Morgan Stanley

Salvador Fernandez is a financial advisor at Morgan Stanley with eight years of industry experience. He has held positions at firms including Fidelity Brokerage Services, SoFi, and Wells Fargo Clearing Services. Outside of his advisory role, he manages a small rental business as a landlord. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering financial planning and a variety of advisory programs supported by firm-approved tools and analyses.

General estate planning guidance
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Joshua L

Series 63, Series 66

Sandy, UT

Morgan Stanley

Joshua Lowry is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at E*TRADE Capital Management, JPMorgan Securities, and Scottrade. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling.

General estate planning guidance
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