Nicole Braidwood is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, offering a wide array of investment and financial services.

William Freeman is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets starting in 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide 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.

Michael Block is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Citigroup Global Markets since 2004 and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Erik Burger is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2017 and has been with Morgan Stanley Smith Barney LLC since 2014. 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, managing approximately $2.74 trillion in client assets and utilizing structured planning tools such as Monte Carlo simulations to model financial outcomes.

Brian Brady is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He also serves as a trustee or co-trustee in a trust based in Rochester Hills, Michigan. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved tools.

Zachary Paul is a financial advisor at Morgan Stanley in Troy, MI, holding Series 63 and Series 66 designations with eight years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA, and has experience with Allegis Group, Aerotek, and Ford Motor Credit Company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a planning process that uses firm-approved tools and modeling techniques to support client goals.

Chene Wainwright is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, Wainwright worked in various roles including at Encore Commercial Products and Paradise Park. Outside of advisory work, Wainwright operates a sole proprietorship in baking. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Michelle Thelen is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Anthony Treboldi is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and having 22 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2012, following five years at Chase Investment Services Corp. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools, with broad retail and institutional investment options.

Burton Carlson III is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Alyssa Rajakariar is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked in various roles including positions at Macomb County Probate Court and Ottawa County Juvenile Court. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through diverse investment and planning programs.

Dana Davis is a financial advisor at Morgan Stanley in Troy, MI, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and modeling techniques.

Mark Thistlethwaite is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association, since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, 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 processes using firm-approved tools and modeled outcome simulations.

Barbara Van Der Maas is a financial advisor at Morgan Stanley in Troy, MI, with 5 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2006. 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 supported by structured discovery processes and analytical tools, managing approximately $2.74 trillion in client assets.

John Krakowiak is a financial advisor with Morgan Stanley in Troy, MI, holding Series 65 and Series 66 licenses and having 12 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to support its clients.

Jean Charles Wilhelm is a financial advisor at Morgan Stanley in Troy, MI, holding the CFP® designation and Series 66 license, with seven years of industry experience. His prior experience includes four years at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Kaelynn Veneri is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation. She has one year of experience in the industry, with prior roles at several firms including Framework E and Skillman Group PLC. Veneri has also worked as a real estate agent for over a decade. 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 with an emphasis on structured financial planning supported by proprietary tools and models.

Shannon Psotka is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Chris Wilker is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1992. Outside of his advisory work, he owns rental properties in Longboat Key, FL, and Glen Arbor, MI. Morgan Stanley Wealth Management provides 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 employs a structured planning process utilizing firm-approved tools and modeling techniques.

Eric Weisgerber is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Prudential Insurance Company of America and held various roles including at the Detroit Tigers and Comcast. Outside of advising, he is the sole proprietor of an eBay retail business and serves as an assistant high school baseball coach in the Bloomfield Hills School District. 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 uses structured planning tools supported by its Global Investment Committee to assist clients in developing financial plans.