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Katherine D

Series 66

Wichita, KS

Morgan Stanley

Katherine Dixon is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 credential and has previously worked at Merrill Lynch and Intrust Bank. 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 and financial planning services that utilize structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Brandon H

CFP®, Series 66

Wichita, KS

Morgan Stanley

Brandon Haag is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1998 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brandon earned his high school diploma from Wichita Southeast and a bachelor's degree from the University of Kansas. Brandon specializes in helping clients build comprehensive wealth management strategies tailored to their individual needs. His expertise includes divorce transition planning, family wealth management, retirement income and planning, portfolio management, tax minimization, and services for endowments, foundations, and non-profits. As a qualified portfolio manager, he offers personalized investment strategies that may incorporate individual securities, Merrill Lynch model portfolios, and third-party strategies, and he provides discretionary management through the firm’s Investment Advisory Program. Brandon is committed to transparent communication and uses a disciplined process to support clients’ current lifestyles, retirement goals, and legacy planning. In addition to his professional work, Brandon is actively involved in his community. He serves on the Board of Directors for CASA of Sedgwick County, supporting children in finding safe and permanent homes. Outside of work, he enjoys golfing, hiking, running marathons, skiing, traveling, and spending time with his wife and two daughters.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Tax-loss harvesting
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Aaron A

Series 63, Series 66

Wichita, KS

Morgan Stanley

Aaron Alexander is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Commerce Bank and LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

General estate planning guidance
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Taylor G

CFP®, Series 66

Wichita, KS

Morgan Stanley

Taylor Gilmore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant life transitions such as retirement, inheritance, or the sale of a business. Taylor also provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy plans. Taylor holds a Bachelor's Degree from Wichita State University, where he was a member of the baseball team. He carries the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His client focus includes college education planning, divorce transition planning, executive and equity compensation, family wealth management, services for endowments and non-profits, managing new wealth, sports and entertainment, and retirement income strategies. He is actively involved in community organizations including Knights of Columbus, March of Dimes, National Multiple Sclerosis Society, and St. Catherine of Siena Men's Club. Taylor’s personal interests include baseball, basketball, cooking, football, golfing, traveling, and watching movies.

Concentrated stock management Liquidity event planning Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.) Executive
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Zachary T

Series 66

Wichita, KS

Morgan Stanley

Zachary Thomas is a Series 66-licensed financial advisor with Morgan Stanley in Wichita, KS, with four years of industry experience. He previously worked at Bank of America for six years before joining Morgan Stanley Smith Barney LLC in 2021. Outside of his advisory role, he operates a music production company, providing contract services to musical artists on a limited basis. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

General estate planning guidance
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Gia S

Series 63, Series 66

Wichita, KS

Morgan Stanley

Gia Selzer is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and has concurrently worked with Ids Life Insurance Co. since 2004. 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 a structured planning process supported by firm-approved tools and market modeling techniques.

General estate planning guidance
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Cary M

Series 63, Series 65

Wichita, KS

Morgan Stanley

Cary Morris is a financial advisor with Morgan Stanley in Wichita, Kansas, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Morris is involved in local recreational and hospitality ventures, serving as president of USTA Kansas and managing a restaurant and bar business. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a wide range of investment services without providing individual security recommendations as part of standalone planning.

General estate planning guidance
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Jeremy H

Series 65, Series 66

Wichita, KS

Morgan Stanley

Jeremy Horn is a financial advisor at Morgan Stanley in Wichita, KS, holding Series 65 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley, he worked at American Underwriters Life for 14 years. Outside of finance, Horn is a partner in several Wichita Brewing Company entities, including a microbrewery, restaurant, and event venue. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and research.

General estate planning guidance
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Jade M

Series 66

Wichita, KS

Morgan Stanley

Jade Mccoy is a Series 66 licensed financial advisor with Morgan Stanley in Wichita, KS, and has six years of industry experience. Prior to joining Morgan Stanley in 2020, Jade worked at UMB Bank for four years. 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 firm-approved tools and methodologies.

General estate planning guidance
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Paul A

Series 63, Series 65

Wichita, KS

Morgan Stanley

Paul Attwater III is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 designations and having 42 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2009. Attwater serves as a student advisor at Wichita State University’s Barton School of Business, where he educates students on saving, investing, and wealth management. Morgan Stanley Wealth Management is an SEC-registered firm that provides advisory and brokerage services to both individual and institutional clients. The firm offers tailored financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Wilson B

Series 66

Wichita, KS

Morgan Stanley

Wilson Brown is a Series 66-licensed financial advisor at Morgan Stanley in Wichita, KS, with one year of industry experience. His prior work includes roles at GVH Distribution and Georgia Pacific. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by advanced modeling tools and a wide array of investment products.

General estate planning guidance
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Danielle S

Series 66

Wichita, KS

Morgan Stanley

Danielle Schreck is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. 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 customized financial planning supported by structured discovery processes and proprietary planning tools.

General estate planning guidance
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Robert M

Series 66

Wichita, KS

Morgan Stanley

Robert Morris is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and over 22 years of industry experience. He has worked with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, Morris serves on the finance and investment committees for the United Methodist Health Ministry Fund in Hutchinson, Kansas. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

General estate planning guidance
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Tracey E

Series 63, Series 66

Wichita, KS

Morgan Stanley

Tracey Easterberg is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held her current position since 2010 at Morgan Stanley Smith Barney LLC. Easterberg holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range 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 as part of its advisory services.

General estate planning guidance
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Connie H

Series 63, Series 65

Wichita, KS

Morgan Stanley

Connie Haller is a financial advisor at Morgan Stanley with 33 years of industry experience. She previously worked at Merrill from 1993 to 2026. Connie holds Series 63 and Series 65 licenses. She serves as a board member for Safe Families For Children, a charitable organization based in Chicago. 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 analysis. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Kay K

Series 63, Series 65

Wichita, KS

Morgan Stanley

Kay Koehler is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Since 2012, Koehler has been with Morgan Stanley Smith Barney LLC. Outside of financial advising, Koehler is involved in an agricultural business selling eggs in Harper, Kansas. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both direct and employer-based arrangements.

General estate planning guidance
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Antonia H

Series 66

Wichita, KS

Morgan Stanley

Antonia Hunter is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and 7 years of industry experience. She has been with Morgan Stanley since 2015. 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 processes and firm-approved analytical tools.

General estate planning guidance
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Jessica R

Series 66

Wichita, KS

Morgan Stanley

Jessica Radmacher is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. She previously worked at Ernst & Young US LLP and has held positions within Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Radmacher also has experience at Oklahoma State University and held a role at Top Gun in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its advisory process.

General estate planning guidance
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Rachel L

Series 63, Series 65

Wichita, KS

Morgan Stanley

Rachel Long is a financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley since 2023 and previously spent four years at IMA Wealth, Inc. Outside of her advisory role, she is involved with R & K Holding, LLC, a real estate business based in Wichita, Kansas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Nathan R

Series 66

Wichita, KS

Morgan Stanley

Nathan Ralston is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank and AXA Advisors, as well as a prior position outside finance at Ziggys Pizza. 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 utilizes structured discovery and proprietary planning tools.

General estate planning guidance
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Matthew A

Series 66

Wichita, KS

Morgan Stanley

Matthew Anderson is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Anderson serves on the Valley Center, Kansas, school board and operates Hornet Aviation LLC, a business related to aviation where he is also a pilot. 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 supported by firm-approved tools and a structured discovery process, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Justin D

Series 66

Wichita, KS

Morgan Stanley

Justin Dougan is a Series 66-licensed financial advisor at Morgan Stanley in Wichita, KS, with 20 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

General estate planning guidance
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Lisa H

Series 66

Wichita, KS

Morgan Stanley

Lisa Haffner is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and having 11 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. 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 provides tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Tara E

Series 66

Wichita, KS

Morgan Stanley

Tara Elliott is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2017, previously working at Ameriprise Financial Services from 2012 to 2017. 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 and financial planning services using structured tools and models to support client planning efforts.

General estate planning guidance
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Codie S

Series 66

Wichita, KS

Morgan Stanley

Codie Schlotterbeck is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at Commerce Bancshares, Inc., LPL Financial, and Commerce Brokerage Services, Inc. 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 employs a structured planning process using firm-approved tools and offers services that include but do not focus on individual security recommendations.

General estate planning guidance
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Blake S

Series 66

Wichita, KS

Morgan Stanley

Blake Standiford is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Morgan Stanley, he worked in various roles including at Summit Materials LLC and Tabor College. Outside of finance, he is involved as a coach with Holman Baseball Shed. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing financial planning through structured discovery and firm-approved tools without individual security recommendations as part of standalone plans.

General estate planning guidance
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Emily H

Series 66

Wichita, KS

Morgan Stanley

Emily Harris is a Series 66 licensed financial advisor with Morgan Stanley in Wichita, KS, bringing two years of industry experience. Prior to joining Morgan Stanley, she worked at Newman University and was involved with the Cherokee Strip Landrush Museum and Wichita Northwest High School. 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 models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate partnerships.

General estate planning guidance
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Robert R

Series 65, Series 63

Wichita, KS

Morgan Stanley

Robert Ralston is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. He serves on the University of Kansas Alumni Board, attending quarterly meetings and supporting the alumni association. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured financial planning tools and modeling techniques without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Kevin B

Series 63, Series 65

Wichita, KS

Morgan Stanley

Kevin Brown is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

General estate planning guidance
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Christopher W

Series 65, Series 63

Wichita, KS

Morgan Stanley

Christopher Weide is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Morgan Stanley, he worked at the Federal Aviation Administration and Wichita Public Schools USD 259. 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 uses structured discovery processes and advanced planning tools in its financial planning approach.

General estate planning guidance
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Eric B

Series 63, Series 66

Wichita, KS

Morgan Stanley

Eric Burrus is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, and previously at Riedl First Securities Co. from 2013 to 2017. Outside of his advisory role, he is a silent partner in the restaurant business Planet Sub. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s planning process uses structured discovery and proprietary tools, supported by broad investment and financial product capabilities.

General estate planning guidance
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Charlie B

Series 63, Series 66

Wichita, KS

Morgan Stanley

Charlie Bennett is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 2003, he has provided financial advice and guidance, helping clients develop wealth management strategies tailored to their individual life goals and financial objectives. He emphasizes a personalized approach supported by a team with extensive industry experience, leveraging Merrill's resources to assist clients through various stages of their financial journey. Charlie holds a Bachelor's Degree from Friends University and holds the Chartered Retirement Planning Counselor™ (CRPC™), Certified Private Wealth Advisor® (CPWA®), and Personal Investment Advisor (PIA) designations. His professional credentials reflect his commitment to ongoing education and providing specialized wealth management advice. Outside of his professional activities, he is involved with the Wichita Swim Club, reflecting his engagement with the community.

Wealth management General retirement planning
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Mark R

Series 63, Series 65

Wichita, KS

Morgan Stanley

Mark Ralston is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 emphasizes a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Brian L

Series 66

Wichita, KS

Morgan Stanley

Brian Lewallen is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Equity Trust and Wealth Management, Commerce Brokerage Services, and Scottrade, among others. 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 proprietary planning tools as part of its process and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Jason B

Series 63, Series 65

Wichita, KS

Morgan Stanley

Jason Bailey is a financial advisor at Morgan Stanley in Wichita, KS, with 11 years of industry experience. He has held positions at Morgan Stanley since 2017 and previously worked at AXA Advisors from 2015 to 2017. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 uses a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

General estate planning guidance
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James R

Series 63, Series 66

Wichita, KS

Morgan Stanley

James Roman is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 licenses. He has 16 years of industry experience and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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 utilizes a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Gregory B

Series 66

Wichita, KS

Morgan Stanley

Gregory Brown is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2008. Outside of his advisory role, he serves as a board member overseeing the distribution of funds for the Sacred Heart Jr. Sr. High School Endowment in Salina, KS. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and offers both direct and employer-sponsored plans.

General estate planning guidance
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Paul B

Series 63, Series 65

Wichita, KS

Morgan Stanley

Paul Baranivsky is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2019, following a nine-year tenure at Invesco Distributors, Inc. 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 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.

General estate planning guidance
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Michelle H

Series 63, Series 65

Wichita, KS

Morgan Stanley

Michelle Harris is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

General estate planning guidance
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Gregory E

Series 63, Series 65

Wichita, KS

Morgan Stanley

Gregory Ek is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2013. Ek serves on the Emporia State University School of Business Advisory Council and the Kansas Board of Regents, contributing to educational program assessment and university leadership initiatives. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based planning services.

General estate planning guidance
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