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Lane G

Series 66

Wayzata, MN

Morgan Stanley

Lane Gehle is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 license and having 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and 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 modeling techniques.

General estate planning guidance
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Michael P

Series 65, Series 66

Wayzata, MN

Morgan Stanley

Michael Pasqua is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Pasqua is also a licensed CPA, though he does not devote time to accounting activities. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Shawn G

Series 63, Series 65

Wayzata, MN

Morgan Stanley

Shawn Greseth is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held positions at Merrill, Bank of America, Wells Fargo Advisors, and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in agricultural ventures and investment-related business activities through several family and personal entities. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, employing structured financial planning tools and strategies without providing individual security recommendations as part of standalone planning services.

General estate planning guidance
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Joseph D

Series 63, Series 65

Wayzata, MN

Morgan Stanley

Joseph Delmonico is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, emphasizing structured financial planning and tailored investment solutions. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and Corporate Financial Planning agreements.

General estate planning guidance
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Joseph H

Series 66

Wayzata, MN

Morgan Stanley

Joseph Hanson is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at RBC Capital Markets, City National Bank, and Merrill. He serves as a board member and investment committee member for True Friends, a nonprofit focused on health and welfare for children and youth. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive asset management.

General estate planning guidance
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Donna B

Series 63

Wayzata, MN

Morgan Stanley

Donna Bailey is a Series 63-registered financial advisor at Morgan Stanley with 31 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Bailey serves as a board member for the National Association of Stock Plan Professionals, overseeing Midwest chapters and collaborating with the organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual 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 its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Jordyn A

Series 66

Wayzata, MN

Morgan Stanley

Jordyn Anderson is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2025, Anderson worked at UBS Financial Services for four years and has a diverse background including roles with the Minnesota Vikings, Minnesota Twins, and University of Minnesota Athletic Department. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services.

General estate planning guidance
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Caroline C

CFP®, Series 66

Wayzata, MN

Morgan Stanley

Caroline Camp is a CFP®-designated financial advisor with 10 years of industry experience. She is currently with Morgan Stanley, having previously worked at Merrill Lynch and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved analytical tools.

General estate planning guidance
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Kristin H

Series 66

Wayzata, MN

Morgan Stanley

Kristin Harper is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

General estate planning guidance
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Ali K

Series 63, Series 65

Wayzata, MN

Morgan Stanley

Ali Kourouma is a financial advisor at Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley, Ali worked at Wells Fargo Bank, nA and has held positions in both retail and educational settings. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual 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 emphasizes a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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John C

Series 63, Series 65

Wayzata, MN

Morgan Stanley

John Coyle is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he serves on the boards of two community organizations involved in fundraising and support services in the Minneapolis area. Morgan Stanley Wealth Management provides comprehensive financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and it offers a broad range of investment and financial strategies.

General estate planning guidance
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James B

Series 63, Series 65

Wayzata, MN

Morgan Stanley

James Brennan is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at 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 sole proprietor of a rental property in Long Lake, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services using various investment approaches, including proprietary modeling techniques.

General estate planning guidance
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Dawn K

Series 63

Wayzata, MN

Morgan Stanley

Dawn Krysan is a financial advisor with Morgan Stanley in Wayzata, MN. She holds a Series 63 designation and has 16 years of industry experience, having worked at Morgan Stanley Smith Barney since 2007. 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 manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Christi C

Series 66

Wayzata, MN

Morgan Stanley

Christi Carner is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and over 22 years of industry experience. Her career includes positions at Morgan Stanley Smith Barney LLC since 2018, Wells Fargo Clearing from 2016 to 2018, and Wells Fargo Advisors LLC from 2009 to 2016. 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 emphasizes a structured financial planning process supported by proprietary tools and market simulations.

General estate planning guidance
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Debra C

Series 66

Wayzata, MN

Morgan Stanley

Debra Connolly is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory services.

General estate planning guidance
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Andrew B

Series 66

Wayzata, MN

Morgan Stanley

Andrew Blake is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and investment solutions, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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John B

Series 63

Wayzata, MN

Morgan Stanley

John Beard is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Beard serves as a citizen member on the Lessard-Sams Outdoor Heritage Council’s Legislative Commission to Promote Conservation and is a board member of the Gyro Club in Edina, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and uses structured discovery processes and advanced modeling techniques as part of its planning approach.

General estate planning guidance
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Robert M

Series 63, Series 65

Wayzata, MN

Morgan Stanley

Robert Macmullan is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and analyses from its Global Investment Committee.

General estate planning guidance
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Punitha P

Series 66

Wayzata, MN

Morgan Stanley

Punitha Paustian is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets from 2009 to 2023 before joining Morgan Stanley in 2023. 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 that utilizes structured discovery conversations and firm-approved tools to model outcomes.

General estate planning guidance
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Daniel A

Series 66

Wayzata, MN

Morgan Stanley

Daniel Anderson is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. 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, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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