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Jack A

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Jack Alexander is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Morgan Stanley, he worked with the Kansas City Royals and spent several years in full-time education. Morgan Stanley Wealth Management provides a range of advisory services and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad investment platform while generally acting in an advisory capacity for financial plans.

General estate planning guidance
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Ryan V

Series 66

Tempe, AZ

Morgan Stanley

Ryan Vanderway is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has previously worked at Thornburg Investment Management, Smead Capital Management, and Cetera Advisor Networks LLC. Outside of finance, he was involved with Black Sheep Golf Club for several years. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kylie P

Series 66

Tempe, AZ

Morgan Stanley

Kylie Powell is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with six years of industry experience. Her career background includes prior roles at Merrill and experience in small business and community-oriented positions such as Three G's Flowers and Powell's Feed & Supply, Inc. She is also involved as a contractor with Walmart in a non-investment-related capacity. Morgan Stanley Wealth Management serves both individual and institutional clients by offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

General estate planning guidance
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Logan H

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Logan Hecht is a financial advisor at Morgan Stanley in Tempe, AZ, with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab for six years. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and scenario modeling.

General estate planning guidance
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Cody S

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Cody Stern is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with four years of industry experience. He previously worked at The Vanguard Group and The Shelby Group. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing 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 its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Jeevan D

Series 63, Series 65

Tempe, AZ

Morgan Stanley

Jeevan Dsouza is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, Jeevan worked in various roles across different companies, including ADP and J's Asian Street Food LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct financial plans and corporate agreements.

General estate planning guidance
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Daniel L

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Daniel Levy is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2020, he worked at Solium Financial Services LLC and THE Vanguard Group, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its planning process.

General estate planning guidance
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Autumn S

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Autumn Stewart is a financial advisor with Morgan Stanley Wealth Management in Tempe, Arizona, holding Series 63 and Series 66 licenses and having five years of industry experience. She has worked at several firms including MassMutual and State Street Global Advisors and is involved with technology and consulting ventures such as Earheart.ai and The Fall Collective. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment analysis in its services.

General estate planning guidance
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David N

CFP®, ChFC®, Series 63, Series 66

Tempe, AZ

Morgan Stanley

David Newman is a financial advisor at Morgan Stanley in Tempe, AZ, holding CFP® and ChFC® designations with 13 years of industry experience. His prior roles include positions at Charles Schwab, Guardian Life Insurance Company, Park Avenue Securities, John Hancock, and The Vanguard Group. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, with a financial planning process that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

General estate planning guidance
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Matthew M

Series 66

Tempe, AZ

Morgan Stanley

Matthew Montgomery is a financial advisor with Morgan Stanley in Tempe, AZ, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Bank of America, Merrill, and several other firms across different sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by firm-approved tools and proprietary investment models.

General estate planning guidance
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Diego M

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Diego Martinez is a financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at The Vanguard Group, Inc. for five years and ATS Logistics Services for two years. Martinez holds Series 63 and Series 66 licenses and is based in Tempe, AZ. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, though clients are responsible for implementing and updating their plans.

General estate planning guidance
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Jacob E

Series 66

Tempe, AZ

Morgan Stanley

Jacob Evans is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Merrill from 2018 to 2022 and has experience outside finance, including roles with Carlsbad Beach Hotels and Tucson Marriott University-Park. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

General estate planning guidance
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Matthew C

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Matthew Chavez is a financial advisor at Morgan Stanley with four years of industry experience. He previously worked at The Vanguard Group and has held roles in diverse organizations including Amazon and Grand Canyon University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct client services and corporate financial planning agreements.

General estate planning guidance
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Elizabeth L

Series 66

Tempe, AZ

Morgan Stanley

Elizabeth Law is a financial advisor with Morgan Stanley in Tempe, AZ, holding the Series 66 designation and nine years of industry experience. She has worked at Morgan Stanley since 2018, with a brief tenure at Rovin Capital in 2022, and previously spent six years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a 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 without providing individual security recommendations as part of its standalone financial planning service.

General estate planning guidance
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Brandon M

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Brandon Mitcham is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with 10 years of industry experience. He previously worked at Charles Schwab and The Vanguard Group. 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 and estate planning strategies. 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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Alexander G

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Alexander Gallup is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked primarily with Samaritan's Purse and has experience in various roles including at Advanced Technology Services and The Spot Coffee. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

General estate planning guidance
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Andrew G

Series 63, Series 65

Tempe, AZ

Morgan Stanley

Andrew Gustafson is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Brokerage Services LLC. He has experience outside finance in the art sector, having worked at The Marshall Gallery Of Fine Art. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 to support its advisory services.

General estate planning guidance
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Preston B

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Preston Bin is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Fort Washington Investment Advisors and Fidelity Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning and asset management. The firm employs structured planning tools and investment models to support client objectives while generally acting in an advisory capacity.

General estate planning guidance
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Casey H

Series 66

Tempe, AZ

Morgan Stanley

Casey Hall is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab from 2014 to 2019 before joining Morgan Stanley Smith Barney in 2020. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Anastacia K

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Anastacia Knudsen is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 credentials and six years of industry experience. She joined Morgan Stanley in 2024 after four years at The Vanguard Group, Inc. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

General estate planning guidance
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