Lindsay Rogers is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 66 credentials and having 13 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory role, she owns and edits a beauty and fashion blog. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and the use of firm-approved tools to model outcomes, serving clients in an advisory capacity.

Thomas Simpson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2007. He is based in Tulsa, OK. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning tools.

Amy Munsell is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she has an ownership interest in rental property in Tulsa, Oklahoma. 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.

Lindsey Loredo is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, BOK Financial, Fidelity Brokerage Services, and Wells Fargo Advisors. Outside of her advisory work, she is a partner in LELA Dobson LLC, a business involved in art, culture, recreation, and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations as part of its standalone plans.

Lisa Clark is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Clark serves on the finance committee of the BTW Men's Soccer Club, a nonprofit organization in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process.

Jeana Keeter is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2002. 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 services supported by structured planning tools and models, managing approximately $2.74 trillion in client assets.

Nicholas Pavlis is a financial advisor at Morgan Stanley with 15 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. and J.P. Morgan Securities, including roles at JPMorgan Chase bank NA. He holds Series 65 and Series 66 credentials. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning tools supported by its Global Investment Committee.

Dorothy Reimer is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and six years of industry experience. She previously worked at Raymond James Financial and All Seasons Wealth. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on 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 corporate financial planning services.

Stephen Brady is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a co-owner of SoccerCity Tulsa and Oklahoma City, an indoor soccer facility. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, 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 various direct and employer-based financial planning arrangements.

Max Duenner is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation with three years of industry experience. His work history includes roles at Morgan Stanley Private Bank, McGraw Realtors, DoorDash, Inc., and Game Think LLC, among others. 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 firm-approved tools, with a range of retail and institutional services.

Jessica Corpening is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she operates a sole proprietorship focused on crafts, sewing, tailoring, and selling handmade hair clips online. 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 financial planning services supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Stephanie Regan is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2016. Outside of her advisory role, she owns SDS Resources/Phat Phillys, a restaurant based in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools.

John Simpson is a financial advisor with Morgan Stanley based in Tulsa, OK, holding Series 63 and Series 66 licenses. He has 20 years of industry experience and has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

Steven Younger is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation with three years of industry experience. His prior work experience includes roles at Morgan Stanley Private Bank and United Parcel Service. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive investment approach without offering individual security recommendations as part of standalone planning.

Robert Duenner III is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is a partner and secretary in steel manufacturing businesses and involved in several investment-related partnerships. 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, including tailored financial planning and estate planning strategies, supported by structured planning tools and a comprehensive investment approach.

Stephanie Ede is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning and employs various modeling tools, managing approximately $2.74 trillion in client assets.

Jeffrey Weinstein is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and corporate financial planning agreements.

Joel Mccue is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. 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, and manages approximately $2.74 trillion in client assets.

Emily Cary is a financial advisor at Morgan Stanley with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Karie Kluesner is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, Kluesner owns LGN 360, LLC, a nutrition consulting and meal prep service, and is involved in health and beauty affiliate marketing activities. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.