Daniel Welch is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Outside his advisory work, Welch serves as a board member for Pass With Purpose, a nonprofit organization focused on children and youth. 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 that utilizes structured discovery conversations and firm-approved planning tools.

Craig Mckenzie is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley since 2013. Outside of his financial advisory role, he is involved in the fitness industry as the owner and certified personal trainer at Dynamic Force Fitness and Training Solutions and is also a co-owner and trainer at Triad Fitness Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee to model financial outcomes.

M Stanaway is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014, both based in Washington, DC. 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 that utilizes firm-approved tools and global investment insights.

Declan O'Brien is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with six years of industry experience. He worked at the University of Vermont for four years prior to joining Morgan Stanley in 2020. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and corporate financial planning agreements.

Teresa Clasby is a CFP® professional with 20 years of industry experience. She has been a financial advisor at Morgan Stanley since 2018 and previously worked at Thrivent Financial and Thrivent Investment Management from 2013 to 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, combining tailored financial planning with access to extensive investment resources and firm-approved planning tools.

Donald Metzger is a financial advisor at Morgan Stanley with 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Metzger is involved outside of his advisory role as the owner of a horse racing and breeding operation in Baltimore and serves as a director of the Safety Council of Maryland. Morgan Stanley Wealth Management provides a wide 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 process utilizes structured discovery and firm-approved tools, supporting clients with tailored planning without providing individual security recommendations in standalone programs.

Robert Farrell II is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Terrance Mcgowan is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Goldman, Sachs & Co. from 2005 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 a structured planning process that incorporates advanced modeling tools.

Michael Hill is a Series 66-licensed financial advisor with Morgan Stanley Wealth Management in Washington, DC, where he has worked since 2014. He has 12 years of industry experience. 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 that utilizes structured discovery conversations and firm-approved tools to model outcomes without providing individual security recommendations.

Wesley Hayward is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 credential and eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support its financial planning process while offering a broad suite of retail and institutional investment services.

Leigh Long is a financial advisor at Morgan Stanley with 32 years of industry experience. He previously worked at Merrill from 1993 to 2021 before joining Morgan Stanley in 2021. He holds Series 63 and Series 66 credentials and is based in Washington, DC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Matthew Halverson is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Charles Schwab Co., Inc., Lockheed Martin, and Newbern Excel Marketing Firm, as well as several years in full-time education. 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 and firm-approved tools.