Grace Schneider is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Vector Marketing. Outside of her advisory role, she is involved with Superior Lawn and Landscape, a retail and online service business. 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 that incorporates firm-approved tools and modeling techniques, serving approximately $2.74 trillion in client assets.

Brady Coyle is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Ashton McGee Restoration Group, and involvement with the University of Minnesota Duluth. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning arrangements.

Brooke Ament is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Xcel Energy and Posh Bridal Couture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and customized financial planning supported by structured discovery processes and advanced modeling tools.

Brian Larson is a CFA® charterholder with 32 years of industry experience. He is currently a financial advisor at Morgan Stanley in Wayzata, MN, where he has worked since 2018. Prior to that, he held positions at Wells Fargo Advisors and Wells Fargo Clearing. Larson serves as a board member of the Excelsior Morning Rotary, a community organization in Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm employs a structured financial planning process supported by firm-approved tools and serves clients with a wide range of investment and planning services.

Jason Phillips is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*Trade Securities LLC and Scottrade, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by firm-approved tools and research.

Glynne Bassi is a CFP® with seven years of experience in financial services. She is currently with Morgan Stanley, having worked there since 2023, and previously was with Edward Jones from 2018 to 2023. Bassi serves on the board of the Edina Federated Women's Club, a philanthropic organization in Minnesota. 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’s approach includes structured planning tools and scenario modeling, with services delivered through its Financial Advisors and Estate Planning Strategies Group.

Jeffrey Ament is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets Inc. Outside of his advisory role, he owns businesses involved in horse leasing and recreation, and serves as treasurer of a homeowners association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Nicole Scanlon is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following prior roles at LPL Financial, LLC, Sanford C. Bernstein & Co., LLC, and Keirnes Law, PLLC. She is affiliated with Morgan Stanley Wealth Management, 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 that utilize structured discovery and firm-approved tools to develop tailored plans.

Estella Eckart is a financial advisor at Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with Morgan Stanley and its affiliated entity since 2015. Outside of her advisory role, she serves as an executor and co-executor of estates. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Keighley Spott is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has previously worked at LaSalle St Securities LLC, Stiles Financial Services, Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., LPL Financial, and Anchor Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through 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 supported by firm-approved tools and models.

Lauren Taney is a Series 66-licensed financial advisor with Morgan Stanley in Wayzata, MN, where she has worked since 2008. She has 16 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs, including financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and proprietary modeling methods to support its planning process.

William Thureson is a financial advisor at Morgan Stanley with four years of industry experience. His career includes six years at the Federal Reserve Bank of Minneapolis and roles in various companies prior to joining Morgan Stanley. Outside of his advisory work, he is a partner in a property management LLC, where he handles managerial duties related to maintenance, tenant communications, and recordkeeping. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 such as Secular Return Estimates and Monte Carlo simulations in its process.

Austin Zurn is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Bell Bank for five years. Outside of his advisory role, he is involved with Lifeworks, a nonprofit serving people with special needs. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Courtney Martineau is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Morgan Stanley in 2025, Martineau worked at Merrill from 2021 to 2024 and UBS Financial Services from 2015 to 2021. 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, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support financial plans.

Keri Burton is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with Morgan Stanley since 2010, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she is a partner in a consulting business focused on business development for nonprofits. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee return estimates.

David Mohr is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and market-based modeling.

Lisa Lauson is a financial advisor at Morgan Stanley in Wayzata, MN, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked for The Waters Senior Living from 2019 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Gregory Olson is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a partner in two real estate investment entities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Anne Guzman is a CFP® and holds a Series 66 license with seven years of industry experience. She currently works at Morgan Stanley and has prior experience at UBS Financial Services Inc, TransMedics Inc, and PricewaterhouseCoopers. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 using firm-approved tools and market simulations.

L Jason Ripple is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a partner at Zen Partners LLC, a private company unrelated to investment activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.