Charles Mott is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to his financial career, he served as a captain in the U.S. Navy. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Julie Kandel Pogue is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2016. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.