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Hunter S

Series 66

Scottsdale, AZ

Morgan Stanley

Hunter Shulman is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 credential with approximately one year of industry experience. Prior to joining Morgan Stanley, he worked at Key Wealth Management, The Wolff Company, and CapTrust. Outside of his financial career, he has been involved with the Arizona Cardinals Football Club for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Troy C

Series 63, Series 65

Scottsdale, AZ

Morgan Stanley

Troy Corbridge is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers its financial planning through structured discovery conversations and firm-approved tools.

General estate planning guidance
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Christopher R

Series 66

Scottsdale, AZ

Morgan Stanley

Christopher Ragazzo is a Series 66-licensed financial advisor with Morgan Stanley in Scottsdale, Arizona, where he has worked since 2015. He has 11 years of experience in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, to model financial outcomes.

General estate planning guidance
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Mason S

Series 66

Scottsdale, AZ

Morgan Stanley

Mason September is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has prior work experience at Loan Depot, Caliber Home Loans, and several other companies outside the financial sector. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Carole H

Series 63, Series 65

Scottsdale, AZ

Morgan Stanley

Carole Hall is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques, with approximately $2.74 trillion in client assets under management.

General estate planning guidance
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Julien H

Series 63, Series 66

Scottsdale, AZ

Morgan Stanley

Julien Hall is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Charles Schwab in various roles since 2019. Outside of his advisory work, Hall is involved in market research and technology service roles with companies like Fieldwork Phoenix, Uber Eats, Doordash, and Instacart. 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 uses structured tools and models but generally acts only in an advisory capacity for retirement accounts unless otherwise engaged.

General estate planning guidance
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Alaina B

Series 66

Scottsdale, AZ

Morgan Stanley

Alaina Brenner is a Series 66-registered financial advisor with Morgan Stanley in Scottsdale, AZ, with four years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as time spent in education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services alongside broader investment and trading activities.

General estate planning guidance
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Brian H

Series 66

Scottsdale, AZ

Morgan Stanley

Brian Holloway is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 credential and 25 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario-based modeling as part of its financial planning process.

General estate planning guidance
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Michelle E

Series 63

Scottsdale, AZ

Morgan Stanley

Michelle Elliott is a financial advisor with Morgan Stanley in Scottsdale, Arizona, holding a Series 63 designation and 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by firm-approved tools and extensive asset management services.

General estate planning guidance
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Nicholas F

Series 66

Scottsdale, AZ

Morgan Stanley

Nicholas Favia is a Series 66-registered financial advisor with Morgan Stanley in Scottsdale, Arizona, where he has 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of his advisory role, he serves on the Finance Committee of STARS AZ, a community organization based in Scottsdale. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a variety of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages over $2.7 trillion in assets and employs a structured planning process utilizing proprietary tools and market models.

General estate planning guidance
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Monika K

Series 66

Scottsdale, AZ

Morgan Stanley

Monika Kotowski is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with 10 years of industry experience. She has been with Morgan Stanley since 2012 and is currently associated with Morgan Stanley Private Bank, N.A. Kotowski owns Sonoran Sunset Properties LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to 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, serving clients both directly and through corporate agreements.

General estate planning guidance
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Brian S

Series 66, Series 63

Scottsdale, AZ

Morgan Stanley

Brian Scanlon is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning services supported by structured processes and advanced modeling tools while offering a wide range of advisory programs across retail and institutional markets.

General estate planning guidance
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Seth H

Series 66

Scottsdale, AZ

Morgan Stanley

Seth Henrie is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides structured planning tools and models as part of its advisory services.

General estate planning guidance
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Cynthia A

Series 66

Scottsdale, AZ

Morgan Stanley

Cynthia Arana is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Northern Trust, Goldman Sachs, and L3 Harris Technologies. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations as part of standalone plans.

General estate planning guidance
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Andrea S

Series 63, Series 66

Scottsdale, AZ

Morgan Stanley

Andrea Spangenberger is a financial advisor at Morgan Stanley in Scottsdale, AZ, with 9 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, as well as Northern Trust Investments Inc. Andrea holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kelly M

Series 63, Series 66

Scottsdale, AZ

Morgan Stanley

Kelly Mcmanus is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Jeffrey N

Series 63, Series 66

Scottsdale, AZ

Morgan Stanley

Jeffrey Newman is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank division since 2015. Newman serves as a board member of the endowment for the Boys and Girls Club of Metro Phoenix. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning supported by a structured discovery process and proprietary tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Fernando S

Series 63, Series 66

Scottsdale, AZ

Morgan Stanley

Fernando Sandoval Luna is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 designations. Before joining Morgan Stanley in 2021, he worked at The Vanguard Group and has prior experience in retail and customer service roles. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning that uses firm-approved tools and models to support client decision-making.

General estate planning guidance
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Drake N

Series 66

Scottsdale, AZ

Morgan Stanley

Drake Nover is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Renaissance Financial, Securian Financial Services, Minnesota Life Insurance, and several other firms. Outside of finance, he has experience working at Stonehome Brewing Co. and has held roles in education at the University of Arizona and Owosso High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages a substantial amount of client assets and employs structured financial planning tools and strategies to assist clients.

General estate planning guidance
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Lisa G

Series 63

Scottsdale, AZ

Morgan Stanley

Lisa Gomez is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 63 designation and possessing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets beginning in 1984. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

General estate planning guidance
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