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Kristine Joyce S

Series 66

Virginia Beach, VA

Morgan Stanley

Kristine Joyce Salvador is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked at multiple Morgan Stanley entities since 2011, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 and financial planning services supported by structured planning tools and emphasizes advisory roles without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Hunter J

Series 66

Virginia Beach, VA

Morgan Stanley

Hunter Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Christopher Newport University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, offering planning services without individual security recommendations as part of the standalone program.

General estate planning guidance
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James J

Series 63, Series 65

Virginia Beach, VA

Morgan Stanley

James Joynes is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been associated with Morgan Stanley and its affiliated entities since 2007, and his career also includes time at IA Dean Witter Reynolds Inc. since 1981. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. 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 decision-making.

General estate planning guidance
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Kyle W

Series 66

Virginia Beach, VA

Morgan Stanley

Kyle Watts is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding a Series 66 designation and having 10 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2015 and 2016, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Maureen G

Series 63, Series 66

Virginia Beach, VA

Morgan Stanley

Maureen Griffin is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 66 credentials and over 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs with a focus on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its advisory process.

General estate planning guidance
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Bruce W

Series 63, Series 65

Virginia Beach, VA

Morgan Stanley

Bruce Weber is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 2000. 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 emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Jennifer C

Series 63

Virginia Beach, VA

Morgan Stanley

Jennifer Cornforth is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding a Series 63 designation and bringing 36 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market simulations.

General estate planning guidance
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John M

Series 66

Virginia Beach, VA

Morgan Stanley

John Moore is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he served six years in the United States Navy and currently holds a position as a Supply Officer in the United States Navy Reserves. Morgan Stanley Wealth Management provides a broad 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 emphasizes structured planning tools and advisory services.

General estate planning guidance
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Colin B

Series 66

Virginia Beach, VA

Morgan Stanley

Colin Ballard is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Prior to joining Morgan Stanley, he spent brief periods at APAX Leaders and Alsco. 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 personalized financial planning supported by structured tools and research, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Jennifer T

Series 66

Virginia Beach, VA

Morgan Stanley

Jennifer Tunstall is a Series 66-licensed financial advisor with Morgan Stanley, based in Virginia Beach, VA, and has 21 years of industry experience. She has worked with Morgan Stanley since 2009 and has been part of Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that incorporates firm-approved tools and modeling techniques.

General estate planning guidance
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Danica Ann C

Series 63, Series 65, Series 66

Virginia Beach, VA

Morgan Stanley

Danica Ann Cabonce is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Bank of America, Merrill, Liberty University, and Wells Fargo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 utilizes structured discovery processes and firm-approved tools as part of its financial planning approach.

General estate planning guidance
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Christopher D

Series 66

Virginia Beach, VA

Morgan Stanley

Christopher Dotolo is a financial advisor with Morgan Stanley, holding a Series 66 designation and 11 years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Edward Jones for nine years. Outside of his advisory role, Dotolo owns and operates D5 Baseball, LLC, which offers baseball instruction and youth camps in Virginia Beach, and he serves on the board of the Virginia Beach Friends School. Morgan Stanley Wealth Management provides a broad range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm‑approved planning tools and strategies.

General estate planning guidance
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Bridgette L

Series 63, Series 66

Virginia Beach, VA

Morgan Stanley

Bridgette Laque is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with various Morgan Stanley divisions since 2013, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 processes and advanced modeling tools to tailor plans for clients.

General estate planning guidance
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Amy H

Series 63, Series 65

Virginia Beach, VA

Morgan Stanley

Amy Holcombe is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley, Fidelity Investments, and Charles Schwab in various capacities. Her current role at Morgan Stanley began in 2025. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured processes and firm-approved tools.

General estate planning guidance
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Gregory W

Series 63, Series 65

Virginia Beach, VA

Morgan Stanley

Gregory Watts is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007 and previously at IA Dean Witter Reynolds since 1981. Watts serves on the regional boards of Hope International and Friends for African Development. 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 financial planning process involves structured discovery and firm-approved tools, offering services primarily in an advisory capacity without individual security recommendations in standalone plans.

General estate planning guidance
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Leidy G

Series 66, Series 63

Virginia Beach, VA

Morgan Stanley

Leidy Gonzalez is a financial advisor at Morgan Stanley with 10 years of industry experience. She has held positions at Morgan Stanley Private Bank, National Association since 2017 and previously worked at Fidelity Brokerage Services LLC. Gonzalez also has experience with 9Rounds during 2017. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety 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 advanced modeling tools.

General estate planning guidance
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Taylor Y

Series 66

Virginia Beach, VA

Morgan Stanley

Taylor Youmans is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked previously at UBS Financial Services and currently holds a Series 66 designation. Outside of his advisory role, he serves on the volunteer board of the Norfolk Family YMCA and is involved with the ODU alumni association's finance and programs committees. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets, with an emphasis on structured planning tools and advisory-only services.

General estate planning guidance
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Judson R

Series 63, Series 65

Virginia Beach, VA

Morgan Stanley

Judson Rodman Jr. is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and was previously with Citigroup Global Markets. Outside of finance, he operates JHR Photography. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to individual and institutional clients, including customized financial planning supported by structured discovery processes and analytical tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning solutions.

General estate planning guidance
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Carl P

Series 63, Series 65

Virginia Beach, VA

Morgan Stanley

Carl Pierson Jr. is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2004. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and investment models to support client strategies. The firm manages approximately $2.74 trillion in client assets and offers financial plans through direct and corporate agreements.

General estate planning guidance
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Craig P

Series 66

Virginia Beach, VA

Morgan Stanley

Craig Perez is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, he worked at AutoBell Carwash Inc and Moe's Southwest Grill. Morgan Stanley Wealth Management provides a wide array 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 uses structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Kathleen G

Series 66

Virginia Beach, VA

Morgan Stanley

Kathleen Geremia is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding a Series 66 designation and six years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2019. Prior to her financial services career, she attended Randolph-Macon College. 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 utilizes structured planning tools supported by its Global Investment Committee to guide clients through financial planning.

General estate planning guidance
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Christopher R

Series 63, Series 65

Virginia Beach, VA

Morgan Stanley

Christopher Russi is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 1996. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

General estate planning guidance
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Robert T

Series 63, Series 65

Virginia Beach, VA

Morgan Stanley

Robert Taylor III is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he also works as a contractor for DoorDash. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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