Michael Wolf is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, E*TRADE Capital Management, and Harrisdirect. Between 2024 and 2026, he took time away from the industry as a stay-at-home dad. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery and firm-approved tools, with client plans that use various modeling techniques to project outcomes.

Dustin Dixon is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including E*Trade and Wells Fargo Clearing Services. Outside of his advisory work, he is involved in organizing billiards and pool tournaments. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs focused on tailored financial planning and investment management, overseeing approximately $2.74 trillion in client assets.

Bridget Chambers is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*Trade Capital Management, Fidelity Brokerage Services, and Prudential Insurance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, with advisory services that do not include individual security recommendations as part of its standalone planning program.

Tyler Roberts is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Capital Management, BANK of AMERICA, and Merrill. Before entering the financial sector, he spent two years at Stone Summit Climbing and Fitness Center. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment programs.

Shu Yi Li is a financial advisor at Morgan Stanley in Sandy, Utah, holding the Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2021, Li worked at H & R Block and True Choice LLC, and was involved with VASAYO LLC from 2017 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning using structured 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.

David Suhre is a financial advisor at Morgan Stanley Wealth Management with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its services.

Monica Hall is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Outside of her advisory role, she is involved with CorePower Yoga in Salt Lake City, Utah. Morgan Stanley Wealth Management offers a broad range of investment advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery and firm-approved tools to model outcomes, serving clients through both direct relationships and corporate financial planning agreements.

Brandon Glenn is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes prior roles at E*Trade Securities LLC and E*TRADE Capital Management LLC, as well as a period at Lyft. 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 employs a structured planning process leveraging proprietary tools and market outlook models.