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Michael K

Series 63, Series 65

Wilmington, NC

Morgan Stanley

Michael Kraus is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various capacities since 2009, including his current role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves as Vice-President of the Cape Fear Club, a private club in Wilmington, North Carolina. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including comprehensive financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

General estate planning guidance
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Anthony S

Series 66

Wilmington, NC

Morgan Stanley

Anthony Sutera is a financial advisor with Morgan Stanley in Wilmington, NC, holding a Series 66 credential and bringing 42 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014. 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 emphasizes structured discovery and firm-approved tools without providing individual security recommendations in standalone plans.

General estate planning guidance
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Edward G

Series 63, Series 65

Wilmington, NC

Morgan Stanley

Edward Glenn is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley since 2009 and has also worked at Morgan Stanley Private Bank, National Association since 2015. Glenn 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 wide range of advisory programs. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Patricia C

Series 63, Series 65

Wilmington, NC

Morgan Stanley

Patricia Collie is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, following a tenure at Morgan Stanley Smith Barney LLC beginning in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and investment solutions based on structured planning tools and the insights of its Global Investment Committee.

General estate planning guidance
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William W

CFA®, Series 63, Series 65

Wilmington, NC

Morgan Stanley

William Waylett is a CFA® charterholder with 36 years of industry experience, currently serving at Morgan Stanley in Wilmington, NC. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee and co-trustee for investment-related trusts in South Carolina and New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning, utilizing structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Angelina P

Series 66

Wilmington, NC

Morgan Stanley

Angelina Patarini is a financial advisor at Morgan Stanley in Wilmington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked at Advantage xPO onsite at Goldman Sachs and has a background that includes various roles at Gettysburg College and community organizations such as the Young Men’s Christian Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 processes supported by firm-approved tools and models.

General estate planning guidance
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Richard H

Series 63, Series 65

Wilmington, NC

Morgan Stanley

Richard Hobgood is a financial advisor with Morgan Stanley in Wilmington, NC, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously spent six years at BB&T Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by 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.

General estate planning guidance
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Tiffany B

Series 63, Series 66

Wilmington, NC

Morgan Stanley

Tiffany Barlow is a financial advisor with Morgan Stanley in Wilmington, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and joined Morgan Stanley Private Bank, N.A. in 2023. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

General estate planning guidance
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Sonja A

Series 63, Series 65

Wilmington, NC

Morgan Stanley

Sonja Aarnink is a financial advisor with Morgan Stanley in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley since 2009. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and modeling techniques in its process.

General estate planning guidance
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Rachel H

Series 66

Wilmington, NC

Morgan Stanley

Rachel Hunt is a financial advisor at Morgan Stanley in Wilmington, NC, holding a Series 66 designation with seven years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously worked at Flowserve from 2015 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad 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 proprietary tools and methodologies.

General estate planning guidance
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Aleasha C

Series 66

Wilmington, NC

Morgan Stanley

Aleasha Conroy is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Wells Fargo, Bank of America, and Merrill. Morgan Stanley Wealth Management provides 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 a broad range of retail and institutional investment services.

General estate planning guidance
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Louis B

Series 63, Series 65

Wilmington, NC

Morgan Stanley

Louis Burney Jr. is a financial advisor with Morgan Stanley in Wilmington, NC, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mr. Burney serves on the boards of the New Hanover County ABC Board and Cape Fear Community College. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and advanced modeling tools, offering a broad range of investment and advisory solutions.

General estate planning guidance
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David P

Series 63, Series 65

Wilmington, NC

Morgan Stanley

David Price is a financial advisor with Morgan Stanley in Wilmington, NC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2006, respectively. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and serves clients both directly and through corporate relationships.

General estate planning guidance
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John C

Series 66

Wilmington, NC

Morgan Stanley

John Collie is a financial advisor at Morgan Stanley in Wilmington, NC, holding a Series 66 designation with six years of industry experience. He has been with Morgan Stanley and its Private Bank since 2019, following a ten-year retirement period. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and models. 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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