Ahmed Elsayed is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SoFi Wealth, Bank of America, Merrill, and Wells Fargo Advisors. Outside of his advisory role, he works as a Lyft driver. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies, with approximately $2.74 trillion in client assets under management.

Peter Madsen II is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank since 2025. Prior to joining Morgan Stanley, he held positions at Chase Bank, Fidelity Investments, and other organizations. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Genna Trinidad is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and E*TRADE Capital Management over her career. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including 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 corporate financial planning services.

Kathryn Simpkins is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at E*TRADE Securities LLC for over a decade before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Neill Smith Jr. is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He 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 broad range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques to assist clients in developing tailored financial plans.

Robert Jamias is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Havenpark Communities and Marketing 32, as well as multiple positions at Brigham Young University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through multiple channels including employer-based financial planning agreements.

Jaceson Anderson is a financial advisor with Morgan Stanley in South Jordan, Utah, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments and Ensign College. Outside of his advisory work, he is a partner in AW Games LLC, a business involved in art and culture. 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 using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Justin Richards is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations as part of its financial planning process.

Connor Egan is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2011, as well as at E*TRADE Securities. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment strategies developed by its Global Investment Committee.