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Maya B

Series 66

Tempe, AZ

Morgan Stanley

Maya Byrd is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with two years of industry experience. She previously worked at Merrill and has held various roles outside finance, including positions with the City of Phoenix Police Department and Amazon. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Carly K

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Carly Kaiser is a financial advisor with Morgan Stanley in Tempe, Arizona, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at The Vanguard Group, Inc., Fleetmatics/Verizon Telematics, and Foresters Financial Services. 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 employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Zachary B

Series 63, Series 65

Tempe, AZ

Morgan Stanley

Zachary Bransky is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Charles Schwab from 2018 to 2022 and at Amazon.com from 2016 to 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and offers both direct client plans and corporate financial planning agreements.

General estate planning guidance
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Nicholas H

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Nicholas Hansen is a financial advisor at Morgan Stanley in Tempe, AZ, with four years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at The Vanguard Group and New York Life Insurance Company. Outside of his advisory role, he is a partner at Story Bunny Studios, where he creates imagery and formatting for publishing. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and advisory programs through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by advanced modeling tools.

General estate planning guidance
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Ryan L

Series 66

Tempe, AZ

Morgan Stanley

Ryan La Ganke is a financial advisor with Morgan Stanley in Tempe, Arizona, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Merrill from 2019 to 2022 and has experience in other business roles including a position with Discountpatio.com. Morgan Stanley Wealth Management serves individuals and institutional clients with advisory programs and financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a wide range of investment services through its financial advisors.

General estate planning guidance
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Tariq S

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Tariq Shaikh is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 credentials with 14 years of industry experience. His prior roles include positions at Solium Financial Services LLC and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services utilizing structured discovery processes and advanced modeling tools.

General estate planning guidance
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Aidan R

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Aidan Rojas is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with two years of industry experience. His previous roles include positions at The Vanguard Group and various service and education-related jobs. He has been associated with Grand Canyon University for multiple years. 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 a structured planning process utilizing firm-approved tools and models.

General estate planning guidance
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Cristal M

Series 66

Tempe, AZ

Morgan Stanley

Cristal Marquez Tovar is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and models.

General estate planning guidance
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Robert H

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Robert Henegar is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations with five years of industry experience. His career includes roles at Morgan Stanley and Morgan Stanley & Co. LLC since 2019, along with prior experience at Columbia University, Simmec Training Solutions, and the United States Navy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Haven A

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Haven Aiton is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations with three years of industry experience. Prior to joining Morgan Stanley in 2025, Aiton worked at The Vanguard Group for two years and has experience in various sectors including previous roles at Primoris Services Corporation and the San Diego Zoo Safari Park. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Andrew F

CFP®, Series 63

Tempe, AZ

Morgan Stanley

Andrew Figueroa is a CFP®-certified financial advisor with 10 years of industry experience, currently with Morgan Stanley. He previously worked at The Vanguard Group, Inc. from 2015 to 2021. Outside of advisory work, he is involved with Arbonne International in sales and marketing. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers financial planning and advisory services supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Nicholas C

Series 66

Tempe, AZ

Morgan Stanley

Nicholas Covert is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, Arizona. He has two years of industry experience, including prior roles in education and retail. Outside of finance, he creates non-finance-related videos on social media and streams on Twitch.TV after work hours. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools.

General estate planning guidance
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Benjamin L

Series 63, Series 65

Tempe, AZ

Morgan Stanley

Benjamin Lee is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with 12 years of industry experience. His career includes two tenures at Morgan Stanley totaling nine years and a three-year period at Charles Schwab. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm’s services range from direct client plans to corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Richard B

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Richard Burke is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. His career includes roles at Morgan Stanley Private Bank and USAA Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

General estate planning guidance
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Kelly G

Series 66

Tempe, AZ

Morgan Stanley

Kelly Gentry is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, Arizona, and has 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he operates Ke Ge Creations LLC, a retail and online store business focused on creating and sourcing products for sale. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and access to a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

General estate planning guidance
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Jorge R

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Jorge Ramos Terrazas is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and The Vanguard Group, Inc. Outside of advisory work, he is a partner in a restaurant and bar business based in Phoenix, Arizona. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Ethan C

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Ethan Crupe is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Before joining Morgan Stanley in 2025, he worked at The Vanguard Group from 2021 to 2025 and has a background that includes roles at JFQ Lending Inc. and Fast Copy. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and various investment programs but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Grant G

Series 66

Tempe, AZ

Morgan Stanley

Grant Gunderson is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles at First Command Brokerage Services, Inc., First Command Advisory Services, Inc., and First Command Insurance Services, Inc. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

General estate planning guidance
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Davis S

Series 63, Series 65

Tempe, AZ

Morgan Stanley

Davis Stewart is a financial advisor at Morgan Stanley in Tempe, Arizona, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley, he has worked in various roles including positions at The Heights Golf Club and Bladium Sports and Fitness Club. Outside of his advisory work, he operates a business called Showtime Breaks, focused on buying and reselling sports cards and sports memorabilia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support client outcomes.

General estate planning guidance
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John S

Series 66

Tempe, AZ

Morgan Stanley

John Sanborne is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in investment real estate and various other business roles. He is involved with Roosted.IO, a real estate-related venture based in Cave Creek, Arizona. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages trillions in client assets and employs structured planning processes without providing individual security recommendations as part of standalone planning.

General estate planning guidance
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