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Dylan C

Series 63, Series 65

Tempe, AZ

Morgan Stanley

Dylan Coomer is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

General estate planning guidance
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Justin R

Series 66

Tempe, AZ

Morgan Stanley

Justin Rennhack is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Tapfin/EY, Renaissance Financial, and Aflac Insurance. Rennhack attended the University of Arizona from 2019 to 2024. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and delivers services through various institutional and retail platforms.

General estate planning guidance
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Xanadu C

Series 63, Series 65

Tempe, AZ

Morgan Stanley

Xanadu Carter is a financial advisor at Morgan Stanley with 12 years of industry experience. Their prior work includes roles at J.P. Morgan Securities, Merrill, and Bank of America. Outside of their advisory career, Carter is a licensed real estate broker in Arizona. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Metuisela T

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Metuisela Tuaone is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to his current role, he has worked at Raymond James Financial Services Advisors and The Vanguard Group, among other firms, and has also been employed outside the financial sector at Uber. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to assist client decision-making.

General estate planning guidance
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Samantha D

Series 66

Tempe, AZ

Morgan Stanley

Samantha Duke is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with nine years of industry experience. She has worked at Morgan Stanley since 2019, with prior roles at Merrill, TD Ameritrade, and TD Bank. 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 utilizes structured discovery conversations and advanced modeling tools but does not include individual security recommendations as part of standalone plans.

General estate planning guidance
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Paul M

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Paul Marsillo 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 work includes roles at Crescent Crown and positions in academic institutions such as Pepperdine University and the University of San Diego. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process using firm-approved tools and serves clients through both direct and employer-sponsored agreements.

General estate planning guidance
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Sarah W

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Sarah Walstrom is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations and two years of industry experience. Her prior experience includes roles at Millennium Partners, Barclays Capital, Inc., and Cyrus Capital Partners. Morgan Stanley Wealth Management provides a broad 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 utilizes structured discovery and firm-approved tools, emphasizing client responsibility for plan implementation.

General estate planning guidance
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Adam P

Series 63, Series 65

Tempe, AZ

Morgan Stanley

Adam Pigott is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Raymond James Financial Services, The Vanguard Group, and First Hawaiian Bank. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment products.

General estate planning guidance
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Isaac D

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Isaac Deedon is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked in retail positions at Home Depot and Dick's Sporting Goods. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved methodologies and modeling tools.

General estate planning guidance
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Laura B

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Laura Bones is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Robinhood Markets, The Vanguard Group, and South State Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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