Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Marina V
Series 63, Series 65, Series 66
South Jordan, UT
Morgan Stanley
Marina Vest is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley since 2015, with a three-year period focused on homemaking. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved processes to deliver tailored financial plans.
Dillon B
Series 66
South Jordan, UT
Morgan Stanley
Dillon Burke is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including E*TRADE Securities, Goldman Sachs, JPMorgan Chase Bank, and Edward Jones. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements with employers.
Kelvin F
Series 63, Series 65
South Jordan, UT
Morgan Stanley
Kelvin Foutz is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services for over three decades. 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 that utilizes firm-approved tools and structured discovery conversations.
Darren H
Series 63, Series 66
South Jordan, UT
Morgan Stanley
Darren Hamilton is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2013 and holds Series 63 and Series 66 designations. 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 models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.
Eli B
Series 63, Series 65
South Jordan, UT
Morgan Stanley
Eli Burr is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2022. His prior experience includes roles at Salt Lake Mattress & Manufacturing and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by structured processes and advanced modeling tools.
Angel M
Series 63, Series 65
South Jordan, UT
Morgan Stanley
Angel Maeda Mercado is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing, Unionbanc Investment Services, MUFG Union Bank, and JP Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements with employers.
David A
Series 66
South Jordan, UT
Morgan Stanley
David Adams is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its private bank affiliate since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.
Taylor J
Series 66
South Jordan, UT
Morgan Stanley
Taylor Johnson is a financial advisor at Morgan Stanley with credentials including the Series 66 designation. He has three years of experience at Morgan Stanley and prior work experience with Geico and the United States Navy. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes firm‑approved planning tools to support its financial planning process.
Nash L
Series 66
South Jordan, UT
Morgan Stanley
Nash Lockie is a financial advisor with Morgan Stanley, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2018 to 2023. 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.
Roxanne D
Series 63, Series 66
South Jordan, UT
Morgan Stanley
Roxanne Duennebeil is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Her prior work includes roles at E*Trade Securities LLC and Morgan Stanley Services Group Inc. Outside of finance, she is involved in education, teaching children through Evolve and a ballet studio. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a disciplined investment approach, offering both direct and employer-sponsored financial plans.
Jed L
Series 63, Series 65
South Jordan, UT
Morgan Stanley
Jed Lloyd is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in event entertainment as an emcee and disc jockey. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers tailored financial planning using structured tools and advisory programs, managing approximately $2.74 trillion in client assets.
Sarah S
Series 66
South Jordan, UT
Morgan Stanley
Sarah Stevens Hammond is a financial advisor at Morgan Stanley with nine years of experience at the firm and a total of five years in the industry. She holds a Series 66 designation and previously worked at Green River Capital for one year. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved tools to model outcomes, serving clients in both direct and corporate financial planning arrangements.
Melina M
Series 63, Series 66
South Jordan, UT
Morgan Stanley
Melina Montes De Oca is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 66 designations and seven years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.
Evan M
Series 63, Series 66
South Jordan, UT
Morgan Stanley
Evan Mitchell is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and MGO One Seven dba Park City Wealth Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning without providing individual security recommendations in standalone programs.
Robert P
Series 63, Series 65
South Jordan, UT
Morgan Stanley
Robert Provost is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. His credentials include the Series 63 and Series 65 licenses. 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.
Sara M
Series 66
South Jordan, UT
Morgan Stanley
Sara Miller is a financial advisor at Morgan Stanley with 7 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.
Jay C
Series 63, Series 65
South Jordan, UT
Morgan Stanley
Jay Cherry is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at E*TRADE Securities LLC. Outside of his advisory role, Jay writes and publishes fiction under his personal venture, Jay Cherry Writing. 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 strategies. The firm manages approximately $2.74 trillion in client assets and provides financial planning through a structured process without individual security recommendations as part of standalone plans.
Domenique B
Series 63, Series 65
South Jordan, UT
Morgan Stanley
Domenique Buhagiar is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Morgan Stanley in 2021, Domenique worked at E*TRADE Securities LLC and has experience connected to Arizona State University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through Corporate Financial Planning agreements.
Troy B
Series 66
South Jordan, UT
Morgan Stanley
Troy Bell is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2019, following a 19-year tenure at CSS Industries Inc. Outside of his financial career, Troy is involved in local music as a band member and participates in a childcare business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning using structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.
James J
Series 63, Series 65
South Jordan, UT
Morgan Stanley
James Jones is a financial advisor at Morgan Stanley with nine years of industry experience. He has held various roles at Morgan Stanley since 2018 and previously worked at E*Trade Securities LLC and Wells Fargo Clearing Services. 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 supported by firm-approved tools and market models.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters