Nathan Stevens is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. He has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA, and has experience in consulting and operations roles prior to entering the financial services industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Jonathan Anderson is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at The Vanguard Group for three years. His work history also includes various roles outside the financial industry, including a position at Bourbon and Bones Chop House. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Gilbert Delgado is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including TCI Wealth, Charles Schwab & Co., Inc., and J.P. Morgan Securities LLC. Delgado is based in Tempe, AZ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its services.

John Klen is a Series 66-registered financial advisor at Morgan Stanley in Tempe, AZ, with six years of industry experience. He previously worked at Wells Fargo Securities and The Vanguard Group before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Owen Anderson is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation. He has recently started his career in the financial industry, with less than one year of experience. Prior to joining Morgan Stanley, his work history includes a variety of roles in different industries and educational settings. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets, and employs a structured planning process supported by firm-approved tools and research.

Jeremy Tapia is a financial advisor at Morgan Stanley in Tempe, AZ, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and as a self-employed advisor. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Kole Bosworth is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Morgan Stanley from 2016 to 2021, briefly joined Prospera Financial Services in 2021, and has been with Morgan Stanley since later that year. Outside of advisory work, he owns and manages rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Scott Parkinson is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 registrations and nine years of industry experience. He previously worked at Charles Schwab & Co., Inc. and The Vanguard Group, Inc., and has a background that includes roles at Michigan State University and Lange Vending Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include retirement and estate planning, with additional activities in private funds and principal trading.

Amy Barchini is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Fidelity Investments, Raymond James Financial Services, SilverTree Wealth Partners, and Edward Jones. Outside of finance, she performs as a gig musician, singing and playing piano and keyboard. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and proprietary tools to model outcomes, while clients retain responsibility for implementing their plans.

Degar Ro is a financial advisor at Morgan Stanley with approximately four years of industry experience. Prior to joining Morgan Stanley, he worked at U.S. Bancorp Advisors and U.S. Bancorp Investments. Outside of his advisory role, he maintains a state notary appointment in Arizona, providing pro bono notary services to church members. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s financial planning process uses structured tools and models to develop tailored plans, and it manages approximately $2.74 trillion in client assets.

Jeffrey Davi is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, AZ, where he has worked since 2022. He has a background in mortgage and insurance industries, with prior roles at Nationstar Mortgage and State Farm. Morgan Stanley Wealth Management is an SEC-registered 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 supported by firm-approved tools and market modeling.

Benjamin Grauel is a financial advisor at Morgan Stanley in Tempe, AZ, with eight years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2022, he worked at Robinhood Markets and Robinhood Financial, and before that at Charles Schwab. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and Global Investment Committee analytics in its advisory process.

Bradley Hecker is a financial advisor at Morgan Stanley in Tempe, AZ, with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including The Vanguard Group and Elev8 Advisors Group. Outside of his advisory roles, he has been involved with Sun Devil Athletics and Arizona State University. 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 supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Carlos Salvatierra Duran is a financial advisor with Morgan Stanley in Tempe, AZ, holding a Series 66 credential and bringing eight years of industry experience. His work history includes roles at Merrill and Cenlar FSB. Outside of his advisory role, he works as a delivery driver for Uber Eats and DoorDash. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and offering comprehensive planning tools and investment-related services.

Amit Maharaj is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations with four years of industry experience. His prior roles include positions at The Vanguard Group and JPMorgan Chase, as well as seven years at Grand Canyon University. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include but do not rely on individual security recommendations.

Alex Malossi is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and previously worked at William Blair & Co. and Thomas Interiors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and utilizes structured planning tools and market simulations in its process.

Zoe Colovic is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Extended Vacation and Advanced Customer Services, with a substantial period spent in education before entering the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Maribel Damazo Alvarado is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 credentials with three years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, Wells Fargo, and experience in dental and retail sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Robert Urbano is a financial advisor with Morgan Stanley in Tempe, AZ, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill for four years and has experience outside finance at Papa Murphy's and Central Arizona College. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in assets and employs structured planning tools such as Monte Carlo simulations to support client outcomes.

Matthew Stockton is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Frank Rimerman & Co. and Deloitte. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, emphasizing advisory services without providing individual security recommendations as part of standalone planning.