Albuquerque, NM Americas Parkway Office

Jessie Maestas is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2025, Jessie worked at RBC Capital Markets, LLC for eight years. Jessie also has experience outside finance, including time at The Quarters BBQ and Alan Maestas Law Office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Edward Jordan is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2012. Jordan is based in Albuquerque, NM. 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 supported by approved tools and models, managing approximately $2.74 trillion in client assets.

Carlos Duque is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2011 and is currently associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured planning using proprietary tools and modeling techniques.

Antonio Ortega is a Series 66-licensed financial advisor with Morgan Stanley, based in Albuquerque, NM. He has one year of experience in the financial industry, joining Morgan Stanley in 2026. Prior to this, he worked in various roles including at the State of New Mexico and Thornburg Investment Management. 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 and financial planning services supported by structured discovery processes and advanced modeling tools.

Vincent Romero is a financial advisor at Morgan Stanley in Albuquerque, NM, holding a Series 66 designation with one year of industry experience. His prior roles include positions at VRC LLC and the University of New Mexico, as well as experience in education and other fields. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning services.

Evan Long is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley since 2016 and at Morgan Stanley Private Bank, National Association since 2017. Prior to that, he held roles with BBVA Compass Insurance Agency, BBVA Securities Inc., and COMPASS Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various channels, including Corporate Financial Planning agreements with employers.

Bradford Hull is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63, Series 65, and Series 66 designations and bringing 22 years of industry experience. His prior roles include positions at Merrill and Robert Baird & Co. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and investment research.

Mikaela Postlethwait is a financial advisor at Morgan Stanley in Albuquerque, NM, with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide 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 investment research.

Michael Daly is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been 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 that provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.

Benjamin Alaimo Monson is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as Treasurer for the Performance Santa Fe Foundation and is involved with the United Way of North Central New Mexico and Kitchen Angels in advisory roles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and offering services through its Financial Advisors and Estate Planning Strategies Group.

John Carroll is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, Carroll is involved in property management as a sole proprietor of a rental property business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a broad range of retail and institutional investment options.

Denise Tellez is a financial advisor at Morgan Stanley with 23 years of industry experience. She held a position at RBC Capital Markets from 2008 to 2022 before joining Morgan Stanley in 2022. Denise holds Series 63 and Series 65 designations and is based in Albuquerque, NM. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 combines retail and institutional services with specialized investment and trading activities.

Clifford Gramer is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2011. Outside of his advisory role, he is involved in property management. 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 employs a structured planning process supported by firm-approved tools and analysis.

Katherine Woods is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved with Blue Sky Dental in Albuquerque, New Mexico, where she contributes to accounting and bookkeeping. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.

Brandon Kehl is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo and Payscale. 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.