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Jeanne H

Series 66

Savannah, GA

Morgan Stanley

Jeanne Hanrahan is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 66 designation and 21 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following an 11-year tenure at Merrill Lynch, Pierce, Fenner & Smith. Outside of her advisory role, she is the sole owner of JEGETH, LLC, a real estate business based in Savannah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its process.

General estate planning guidance
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Joseph K

Series 63, Series 65

Savannah, GA

Morgan Stanley

Joseph Kelley is a financial advisor at Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and quantitative modeling tools.

General estate planning guidance
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Daniel B

Series 63, Series 65

Savannah, GA

Morgan Stanley

Daniel Bradley is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Prior to that, he was with Merrill from 2005 to 2010. Bradley manages multiple timberland investment entities in Savannah, Georgia. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

General estate planning guidance
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