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Angela R

Series 63, Series 66

South Jordan, UT

Morgan Stanley

Angela Rogers is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she is involved in sales and marketing for an online retail business on Etsy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Velizar M

Series 66

South Jordan, UT

Morgan Stanley

Velizar Milchev is a financial advisor at Morgan Stanley with one year of industry experience and holds a Series 66 designation. His prior roles include positions at Insight Global, Western Governors University, and the Utah Non-profit Housing Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by firm-approved planning tools and research.

General estate planning guidance
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Pearl Ariana H

Series 63, Series 66

South Jordan, UT

Morgan Stanley

Pearl Ariana Hunt is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses with 10 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Alexander E

Series 66

South Jordan, UT

Morgan Stanley

Alexander Ellwood is a financial advisor with Morgan Stanley in South Jordan, Utah, holding a Series 66 license and 11 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Telos University, Telos Residential Training Center, and City 1st Mortgage. Outside of advisory work, he operates retail online stores and is involved in digital currency ventures. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that utilizes firm-approved tools and modeling techniques.

General estate planning guidance
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Brittania S

Series 66

South Jordan, UT

Morgan Stanley

Brittania Serna is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving both individual and institutional clients. The firm offers a wide range of financial planning and investment services supported by structured planning tools and a variety of advisory programs.

General estate planning guidance
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Travis W

Series 65, Series 66

South Jordan, UT

Morgan Stanley

Travis Wilde is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent a year at Zions Bancorporation. Outside of his advisory role, he owns and manages rental properties in Draper and Salt Lake City, Utah. Morgan Stanley Wealth Management provides advisory programs and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery tools and investment modeling but generally does not provide individual security recommendations as part of standalone planning.

General estate planning guidance
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Peggy Elizabeth C

Series 63, Series 65

South Jordan, UT

Morgan Stanley

Peggy Elizabeth Canhoto is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Morgan Stanley since 2010, including her current role at Morgan Stanley Services Group, Inc. since 2022. 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 and tailored financial planning supported by structured discovery conversations and firm-approved tools.

General estate planning guidance
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Gerard M

Series 63, Series 65

South Jordan, UT

Morgan Stanley

Gerard Miller is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at E*Trade Clearing LLC for 17 years. Outside of his advisory role, he is involved with Solitude Mountain Resort and Willow Creek Country Club in Utah in employee positions related to recreation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning supported by advanced modeling tools and offers both direct client services and employer-sponsored plans.

General estate planning guidance
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Thomas H

Series 63, Series 66

South Jordan, UT

Morgan Stanley

Thomas Honeycutt is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including E*TRADE Securities LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is the owner and partner of Joyous Resolution, LLC, a collegiate clothing manufacturing business. 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 investment research.

General estate planning guidance
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Diki S

Series 66

South Jordan, UT

Morgan Stanley

Diki Sherpa is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2011. 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 planning process uses structured tools and scenario modeling but does not include individual security recommendations in standalone plans.

General estate planning guidance
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Yibai C

Series 66

South Jordan, UT

Morgan Stanley

Yibai Chen is a financial advisor with Morgan Stanley, holding a Series 66 license and eight years of industry experience. He previously worked at Goldman Sachs from 2015 to 2016 before joining Morgan Stanley in 2017. Outside of his advisory role, Chen is involved in managing rental property investments in Utah. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs, focusing on tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers services that include but are not limited to wrap programs, private funds, and structured-product activities.

General estate planning guidance
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Quinten K

Series 63, Series 66

South Jordan, UT

Morgan Stanley

Quinten Knudsen is a financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at Fidelity Brokerage Services and has a background that includes roles at Stericycle and self-employment. Outside of finance, he is active as a music teacher, composer, and organist through his venture, qknudsen music. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Spencer H

Series 63, Series 66

South Jordan, UT

Morgan Stanley

Spencer Houtz is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2018 and previously at Fidelity Brokerage Services from 2011 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm‑approved tools and research.

General estate planning guidance
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Fabien G

Series 63, Series 66

South Jordan, UT

Morgan Stanley

Fabien Gbefou is a financial advisor at Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials. He has one year of industry experience and previously worked at Fidelity Investments, Amazon.com, and CRH Americas Materials, among other roles across various sectors. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment insights from its Global Investment Committee.

General estate planning guidance
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Lance S

Series 63, Series 65

South Jordan, UT

Morgan Stanley

Lance Stoppenhagen is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at E*Trade Securities LLC from 2016 to 2020. Outside of his advisory role, he is involved with Lagoon in Farmington, UT, a recreational business. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

General estate planning guidance
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Blaine D

Series 63, Series 66

South Jordan, UT

Morgan Stanley

Blaine Durrant is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning using structured discovery conversations and advanced modeling tools.

General estate planning guidance
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Darrell R

Series 63, Series 66

South Jordan, UT

Morgan Stanley

Darrell Rainey Jr. is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors, LPL Financial, and Wells Fargo Clearing Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Jared F

Series 66

South Jordan, UT

Morgan Stanley

Jared Flack is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Select Portfolio Servicing, Walmart, Western Governors University, and Allegheny Technologies Incorporated. Outside of his advisory role, Jared co-hosts and creates content for a podcast called The Chaos Commitment, which focuses on relationship insights for marriage and parenting. 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 emphasizes a structured planning process supported by advanced modeling tools and serves clients through both direct and corporate financial planning arrangements.

General estate planning guidance
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Christopher A

Series 63, Series 66

South Jordan, UT

Morgan Stanley

Christopher Anderson is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and 13 years of industry experience. He 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 with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.

General estate planning guidance
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Vincent M

Series 63, Series 65

South Jordan, UT

Morgan Stanley

Vincent Murro is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley since 2017, including a role with Morgan Stanley Services Group, Inc. Prior to that, he was employed at Randstad USA. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes that incorporate tools such as Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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