Thomas Hunt is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2004. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and combines traditional retail and institutional services with additional activities such as relationships with investment companies and private funds.

Dominic Salonya is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual 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 uses structured planning tools and market simulations to support its advisory services.

Trey Cook is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of finance, he is involved with Grandslam USA, providing baseball instruction. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional investment services.

Joseph Kern is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and three years of industry experience. Before joining Morgan Stanley in 2023, he worked at Trivista Companies and various roles associated with the University of Minnesota and Johns Hopkins University. Outside of advisory work, Kern owns and operates Kern Photo, LLC, a real estate photography business based in Norwalk, Iowa. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm-approved tools and offers a range of investment and financial services.

Ashley Shafer is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Shafer serves on the Finance Committee of the Mid Iowa Health Foundation in Des Moines, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and serves clients through tailored strategies developed by its Financial Advisors and Estate Planning Strategies Group.

Isabelle Kling is a financial advisor at Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses with three years of industry experience. Her background includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of her advisory work, she has held part-time positions in the food service industry, including as a barista at Caribou Coffee and a server at Bar Nico. 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.

Klay Kane is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. Kane is based in West Des Moines, Iowa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and planning tools, with a financial planning process supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Scott Frost is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the advisory board of the nonprofit One Economy and owns Iowa USSSA Sports Officials, a recreational sports officiating business. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment services.

Sally Belas is a financial advisor with Morgan Stanley in West Des Moines, Iowa, holding Series 63 and Series 66 designations and possessing 42 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as Treasurer for the PEO Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, utilizing firm-approved planning tools and investment models to support tailored financial planning.

Patrick Willer is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member of Toggle LLC, a company in logistics and technology. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Ryan Donnelly is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work experience includes roles at Fidelity Investments and DoorDash. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and methodologies such as Secular Return Estimates and Monte Carlo simulations to assist clients in their financial planning.

Jeffrey Beier is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank, National Association, 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 variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client planning needs.

Katie Flynn is a financial advisor at Morgan Stanley in West Des Moines, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked for eight years with the Norwalk School District and has experience in dance instruction. 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, managing approximately $2.74 trillion in client assets.

Emily Lillwitz is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014. 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 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.

Nicholas Wallace is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide 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 utilizing approved tools and market simulations.

Kasie Beck is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2013. 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 manages approximately $2.74 trillion in client assets.

Raegan Wagner is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Wagner also serves as trustee or co-trustee for trusts in Cambridge, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gail O'Connor is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as president of an LLC that operates a YouTube channel for her daughters and niece. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Mc Kenzie Grantham is a Series 66-licensed financial advisor with Morgan Stanley in West Des Moines, IA, with eight years of industry experience. Prior to joining Morgan Stanley in 2017, Grantham worked at Revelations Research Solutions and Roshek Financial Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to both individual and institutional clients, including tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Patrick O'Connor is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured financial planning process using firm-approved tools and data modeling techniques, managing approximately $2.74 trillion in client assets.

Thomas Pierson is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Merrill, Wells Fargo Bank, Wells Fargo Clearing, and JP Morgan in various capacities prior to joining Morgan Stanley. 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 structured planning tools and models to support its financial planning process.

Elizabeth Gates is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Princor Financial and Principal Financial for 12 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley in 2025. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both retail and institutional investment solutions.

Sheri Camp is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Citigroup Global Markets and UBS Financial Services. Camp has also spent time as a homemaker. Morgan Stanley Wealth Management serves individual and institutional clients by providing a 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 includes firm-approved tools and modeling techniques.

Gretchen Hostetter is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at E*TRADE Capital Management and E*TRADE Securities. She has been with Morgan Stanley since 2017, with a brief period of unemployment in 2019-2020. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide 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 offers services both directly and through corporate financial planning agreements.

Grady Holt is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Principal Securities, Principal Life Insurance, SPC, and Sammons Retirement Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Matthew Probst is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at Meredith Corporation and IBM. He has been with Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management offers advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools, providing clients with tailored financial plans.

Adelyn Carmody is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, she worked at RBC Capital Markets and has held roles outside finance, including positions at Caribou Coffee and Rover. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets using a structured planning process and a range of advisory programs.

Christy Wetrich is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

Drew Miller is a financial advisor at Morgan Stanley with 9 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools.

Scott Franklin is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 63 designation and having 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of services supported by structured planning tools and a disciplined investment process.

Sara Crandall is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at Citigroup and BMO Asset Management, among other firms. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that uses firm-approved tools and modeling techniques to support client financial plans.

Julia Peoples is a financial advisor at Morgan Stanley with 11 years of industry experience. She has held prior roles at Avantax Investment Services, Inc., Riverview Financial Group P.C., and TJ Maxx. Peoples holds Series 65 and Series 66 licenses. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Priscilla Dickinson is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and 12 years of industry experience. She has been 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 individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery tools and investment modeling techniques.

Caleb Stekl is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Principal Advised Services, Principal Life Insurance, and Transamerica. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

John Auer is a financial advisor with Morgan Stanley in West Des Moines, Iowa, holding Series 63 and Series 65 licenses and offering 34 years of industry experience. His career includes roles at Citigroup Global Markets since 1993 and Morgan Stanley since 2009. He serves as a board member for the nonprofit organization Coaches vs Cancer in Des Moines. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools.

Sara Rivas is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and 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 market modeling techniques.

Jacque Richards is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Richards serves as a poll worker for the Polk County Auditor in Des Moines, IA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including 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 such as Secular Return Estimates and Monte Carlo simulations to support client financial plans.

Zachary Bouslog is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously was with Transamerica Capital Inc. and Jackson National Life Distributors LLC. Bouslog serves as an advisory board member for the City of Urbandale Economic Development Advisory Board. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with a broad array of retail and institutional investment products.

Lori Rowan is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2018, following three years at Ameriprise Financial Services. Outside of her advisory work, she is involved in skincare consulting as an independent contractor with Rodan + Fields. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services supported by structured discovery processes and firm-approved modeling tools.

Jason Henderson is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Henderson serves on the board and finance and investment committees at Grand View University in Des Moines, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 utilizes structured planning tools and models to support its financial planning process.

Jon Hallman is a financial advisor at Morgan Stanley in West Des Moines, IA, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Athene and Palmer Group. Outside of his advisory role, Hallman has worked as a contractor for DoorDash and Amazon in non-investment-related capacities. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support client financial plans.

James O'Connor is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Angelo Provenza is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved with Tavern Holdings, LLC and Universal Metrics, LLC, focusing on acquiring small, non-public, non-financial companies as an advisor to the co-owner. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and market scenario analyses.

Jacob Jaacks is a Series 66-licensed financial advisor with Morgan Stanley in West Des Moines, Iowa, and has 14 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by firm-approved planning tools and a broad range of investment products.

James Willer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. His career includes long-term roles at Citigroup Global Markets and Morgan Stanley entities since 1993. He is currently based in West Des Moines, Iowa. Morgan Stanley Wealth Management serves individuals 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 structured planning tools and modeling techniques in its advisory process.

Fischer Henderson is a financial advisor at Morgan Stanley with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sammons Retirement Solutions and Sammons Financial Network. Before beginning his career in finance, he held positions in education and the retail sector, including roles at Grand View University and Ramsey Mazda and Subaru. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety 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 in its financial planning process.

Amanda Moorman is a Series 66 licensed financial advisor with Morgan Stanley, based in West Des Moines, IA, and has nine years of industry experience. She has worked at Morgan Stanley since 2016 and previously held a position at Deere & Company from 2009 to 2016. Outside of her advisory work, she serves on the Stewardship Committee of Ames Ascension Lutheran Church, where she is involved in budget review. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a wide range of financial planning and advisory services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Matthew Marckmann is a financial advisor with Morgan Stanley in West Des Moines, Iowa. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to his current role, he has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he is an owner and operator of a family farm in Adel, Iowa. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Jill Lansing is a financial advisor at Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses with five years of industry experience. Her prior roles include positions at A. H. Susanin LLC, GWFS Equities, and Prudential Investment Management Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.