Terry Gravely is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work history includes roles at PFG Advisors, Securities America, Citigroup Global Markets, and Banc of America Investment Services. Outside of finance, he has been involved in personal training through his business, TG's Personal Training. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes, serving clients primarily in an advisory capacity.

Ryan Boone is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Daniel Chang is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation. He has experience working at Bank of America Private Bank from 2008 to 2026 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with various advisory programs, including tailored financial planning that incorporates structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Kylie Knowles is a Series 66-licensed financial advisor at Morgan Stanley in Seattle, WA, with one year of industry experience. Prior to joining Morgan Stanley, she worked at Common Power and spent four years at Windermere Real Estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include 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 specialized planning groups.

Kelly Bowers is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with 26 years of industry experience. His career includes multiple tenures at Morgan Stanley as well as positions at Bank of America, Merrill, Citigroup Global Markets, and TD Ameritrade. 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 research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and employer-sponsored financial planning agreements.

Keagan Maxey is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2018 and previously worked at Washington State University and The UPS Store. 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, including tailored financial planning supported by structured discovery and firm-approved tools.