Alissa Carlton is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015, including time at Morgan Stanley Services Group Inc. from 2017 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations.

Marne Garcia is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Wells Fargo Clearing Services LLC and has a background that includes roles at Ettain Group, Western Governors University, and America First Credit Union. Outside of her advisory role, Garcia is involved in a technology contracting business related to data annotation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad range of retail and institutional investment services.

Ted Townsend is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services across retail and institutional markets.

Landon Hadley is a financial advisor at Morgan Stanley with six years of industry experience. He has previously worked at Wells Fargo, Fidelity Investments, J.P. Morgan Securities, and US Bank. Outside of his advisory work, he operates a bookkeeping business through LKH Ventures, LLC and also works as an Uber driver in Salt Lake City. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Aaron Rennemeyer is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo from 2011 to 2023. Morgan Stanley Wealth Management serves both 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 utilizing firm-approved tools and investment committee analyses.

Zachary Pinnau is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and previously worked at Kovack Advisors, Kovack Securities, and KAC Financial Services. He also serves as a Ward Assistant Clerk for Finance with The Church of Jesus Christ of Latter-Day Saints in Salt Lake City, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process that includes proprietary tools and scenario modeling.

Derrick Whitney is a financial advisor with Morgan Stanley in South Jordan, Utah, holding the Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Raymond James Financial Services and Utah Wealth Strategies Inc. He is also the proprietor of DJW Vista Holdings LLC, a real estate business involved in property management, sales, marketing, and business development. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering financial planning supported by firm-approved tools and methodologies, including Monte Carlo simulations and secular return estimates. The firm manages approximately $2.74 trillion in client assets and provides a broad array of investment and financial planning services.

Andrew Hale is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Morgan Stanley since 2011, including four years with the Morgan Stanley Services Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Myles Moore is a Series 66-licensed financial advisor with Morgan Stanley, bringing four years of industry experience. His prior roles include positions at E*Trade Securities LLC and Nu Skin. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Ryan Newby is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Semaphore Capital Strategies, PFS Investments Inc, and Primerica Financial Services. He has also been self-employed since 2010. 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 strategies. The firm manages approximately $2.74 trillion in client assets and provides services through direct client relationships and corporate financial planning agreements.

Christopher Ballard is a financial advisor with Morgan Stanley in South Jordan, UT. He holds a Series 66 designation and has been in the industry since 2022, with prior experience at Lumio, the University of Utah, National DME, ROI Solutions, and The Church of Jesus Christ of Latter-day Saints. 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 tailored financial planning supported by structured discovery processes and firm-approved tools.

Brianna King is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Her prior work includes roles at E*Trade Securities, LPL Financial, Guardian Life Insurance Company, and Mountain America Credit Union. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Ali Hemmat is a financial advisor with Morgan Stanley in South Jordan, Utah. He holds a Series 66 designation and has five years of industry experience. His work history includes roles at E*Trade Securities and multiple positions in the technology and education sectors. Outside of advisory activities, he works as a rideshare driver for Lyft and Uber. 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 and financial planning services supported by structured discovery processes and firm-approved tools.

Evan Phelps is a financial advisor at Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials with five years of industry experience. His prior work includes roles at E*TRADE Securities and Associated Food Stores. Morgan Stanley Wealth Management offers comprehensive advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and firm-approved tools, serving clients primarily in an advisory capacity.

Amanda Mahr is a financial advisor at Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 65 licenses with five years of industry experience. Her work history includes roles at Fidelity Brokerage Services and Low VA Rates, as well as positions outside finance such as at Vivint Smart Home and in hospitality prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers its services through direct and corporate financial planning agreements.

Jefferson Todd is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and maintains a concurrent association with Discover Brokerage Direct, Inc. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Global Investment Committee’s models to support its advisory services.

Jeremy Jenson is a financial advisor at Morgan Stanley in South Jordan, UT, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory role, he is involved as a driver for DoorDash in a non-investment capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs supported by structured planning tools and extensive investment resources.

Jesse Woodcox is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities and Wells Fargo Clearing. He is currently based in South Jordan, Utah. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

James Briscoe is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at E*Trade Securities LLC for 10 years before joining Morgan Stanley in 2021. Outside of financial advising, he works as a tow truck driver for a local towing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including the Global Investment Committee’s return estimates and Monte Carlo simulations, to support its advisory process.

Natasha Udink is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients in developing financial plans.