Chad Romney is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His career includes prior roles at Fidelity Brokerage Services and Goldman Sachs. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs focused on tailored financial planning supported by firm-approved tools and research.

Belith Trujillo is a financial advisor with Morgan Stanley in South Jordan, Utah, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, Trujillo worked at Tailored Management, Uber, Byram Healthcare, and CaptionCall. Outside of advising, Trujillo is a partner in a local laundry service business. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and corporate financial planning agreements.

Kevin Bolton is a financial advisor at Morgan Stanley with 12 years of industry experience, including 10 years at his current firm. He holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering financial planning and investment services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers tailored solutions through its Financial Advisors and Estate Planning Strategies Group.

Ivana Packer is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Fidelity Brokerage Services and Capital Wealth Advisors. She has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial and estate planning. The firm employs a structured discovery process and advanced planning tools but does not provide individual security recommendations within its standalone planning services.

Alan Bailey is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2012, including roles at Morgan Stanley Services Group Inc., and has prior experience with E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning through structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jason Christenson is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Morgan Stanley since 2015 and a position at Solium Financial Services LLC in 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include structured planning conversations and advanced modeling techniques.

Mary Perez is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley since 2021 and previously spent seven years at Banfield Pet Hospital. 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

Jason Crouch is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at E*Trade Securities and held various roles in real estate and service industries. Outside of advising, he serves as Treasurer and Board Member for a local community organization. Morgan Stanley Wealth Management is an SEC-registered 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 employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Nathan Rigby is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities LLC and Chase Bank. Outside of advising, he is also employed by Instacart in a delivery service role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and models.

Dakota Bradshaw is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Goldman Sachs and Fidelity Investments. 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 employs structured planning tools and investment committee guidelines as part of its advisory process.

Amber Hardman is a financial advisor at Morgan Stanley with 22 years of industry experience. She has held her current position since 2014. Outside of finance, she owns and operates Hardman Photography, a business specializing in portrait and event photography and design services. Morgan Stanley Wealth Management serves 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 employs a structured planning process supported by firm-approved tools and market simulations.

Samantha Schmidt is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Woodbury Financial Services Inc., and Wells Fargo Advisors, LLC. 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 utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

Peter Ballantine is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked with Morgan Stanley since 2014, with prior roles at E*Trade Securities and as a self-employed advisor. Outside of finance, he is involved in the comedy scene in Utah, acting as a proprietor and comedian for several local comedy venues. Morgan Stanley Wealth Management provides a broad range of advisory services to both 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 delivers services through a combination of direct individual plans and Corporate Financial Planning agreements.

Alex Jackson is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Fortius Networks and the Church of Jesus Christ of Latter-day Saints. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jacob Cudney is a Series 66-registered financial advisor with Morgan Stanley in South Jordan, Utah. He has 11 years of industry experience and has been with Morgan Stanley since 2012. 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 conversations and firm-approved tools.

Ryan Porter is a financial advisor at Morgan Stanley with five years of experience at the firm and prior roles at E*TRADE Securities and Netflix Inc. He holds Series 63 and Series 66 licenses and is currently serving in the Utah National Guard. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but does not offer individual security recommendations as part of standalone plans.

Matthew Bryant is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at E*Trade Securities LLC and US Health Advisors. Morgan Stanley Wealth Management offers a wide array of advisory programs to both individual and institutional clients, combining tailored financial planning with investment strategies supported by firm-approved tools and research.

Daniel Johnston is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and 27 years of industry experience. He previously worked at Fidelity Brokerage Services, Inc. for 24 years before joining Morgan Stanley in 2022. Outside of his advisory role, he operates a sole proprietorship focused on digital website marketing and advertising. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and secular return estimates in its process.

Dan Smedley is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and proprietary modeling techniques.

Linda Bagley is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides its services through financial advisors and estate planning groups.