Melanie Sanchez is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Wells Fargo in various roles from 2017 to 2025 and at FedEx Office from 2016 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and analysis tools but does not provide individual security recommendations in standalone planning services.

Jun Dai is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, Jun worked at PrideOne and Lendio, and has held positions with the U.S. Postal Service and General Dynamics Information Technology. He has also been involved with Utah Chinese Community TV LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market estimates.

Jacob Hawkins is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services, E*Trade, and Morgan Stanley. His background also includes roles outside of financial services, such as positions with the Corporation of the Presiding Bishop. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and methodologies.

Enkhuujin Stark is a financial advisor at Morgan Stanley with one year of industry experience. They hold the Series 66 designation and previously worked at ARUP Laboratories and the University of Utah. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured planning tools and investment models to support client objectives.

Anthony Louviere is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2012, including Morgan Stanley Smith Barney and Morgan Stanley Bank, N.A. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Chandler Frischknecht is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 license and has worked at Morgan Stanley since 2021. Prior to that, he was with Dimensional Impact and has experience in academic and financial services roles. Morgan Stanley Wealth Management serves 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 uses structured planning tools and market modeling techniques as part of its advisory services.

Gina Burton is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. The firm provides a wide array of advisory programs for individuals and institutional clients, offering tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. Morgan Stanley Wealth Management manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and Corporate Financial Planning agreements.

Joseph Guanzon is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Morgan Stanley since 2011. Outside of his advisory role, he is employed with DoorDash in a customer service capacity. 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 uses structured planning processes supported by firm-approved tools to develop financial plans.

Abraham Tarkeshian is a financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley since 2014 and holds Series 63 and Series 66 licenses. 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, managing approximately $2.74 trillion in client assets.

Ivana Ristic is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2018, she worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2015 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s approach uses structured discovery conversations and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

David Bryant is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012. Bryant holds Series 63 and Series 66 designations and is based in South Jordan, Utah. Morgan Stanley Wealth Management provides a wide 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 through both direct client relationships and corporate financial planning agreements.

Tomas Langholtz is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 designation and two years of industry experience. His prior work includes roles at the State Bank of Southern Utah and fintech consulting under Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating market simulations without providing individual security recommendations as part of standalone plans.

Jonathan Braun is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its affiliated entities since 2016. Outside of his advisory work, Braun is involved in college football officiating and serves as a contractor for an international arena league team. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery and firm-approved tools, with a focus on advisory roles rather than individual security recommendations.

Tyson Hortin is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2017, accumulating seven years of industry experience. His prior roles include a brief tenure at Fidelity Brokerage Services and diverse positions outside finance, including work at Cafe Rio and Utah Mortgage Loan Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques to support client goals.

Cindy Raap is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she owns and operates a Mary Kay retail and online business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 proprietary tools and research.

Sophia Lopez is a financial advisor with Morgan Stanley in South Jordan, UT. She holds a Series 66 designation and has experience beginning in 2023, including roles at Mirador Inc. and iCapital Inc. Prior to her advisory career, she worked in various industries, including engineering education at Penn State College of Engineering and consumer products at Skullcandy. 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 range of advisory programs, managing approximately $2.74 trillion in client assets.

Dave Perez is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs, Target, Check City, and Utah Valley University. 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 employs structured planning tools and investment models to support its services.

Brandon Baarz is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes positions at Morgan Stanley since 2019 and prior roles at E*TRADE Securities LLC and Appreciation Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Elizabeth Timmer is a financial advisor with Morgan Stanley, holding a Series 66 license and six years of industry experience. Her prior roles include positions at Goldenwest FCU, CUNA Brokerage Services, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, she has worked as a process server for ABC Legal Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, using structured financial planning tools and serving approximately $2.74 trillion in client assets. The firm emphasizes tailored financial plans developed through a discovery process but generally does not provide individual security recommendations as part of standalone planning services.

Noah Ragan is a financial advisor at Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Wells Fargo Bank, Fidelity Investments, and Morgan Stanley, alongside earlier experience in various service and technology-related jobs. Outside of advising, he is involved in a technology business focusing on AI chatbot training. Morgan Stanley Wealth Management offers comprehensive advisory programs to both individual and institutional clients, providing financial planning supported by structured tools and extensive asset management.