Albuquerque, NM Americas Parkway Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

41

Of 23,178 advisors across 1,024 offices

Location

6565 Americas Parkway, Suite 400

Albuquerque NM 87110

Advisors at this office

41

Advisors at this office

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Jessie M

Series 66

Albuquerque, NM

Morgan Stanley

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.

General estate planning guidance
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Edward J

Series 63, Series 66

Albuquerque, NM

Morgan Stanley

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.

General estate planning guidance
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Carlos D

Series 66

Albuquerque, NM

Morgan Stanley

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.

General estate planning guidance
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Vincent R

Series 66

Albuquerque, NM

Morgan Stanley

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.

General estate planning guidance
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Evan L

Series 63, Series 65

Albuquerque, NM

Morgan Stanley

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.

General estate planning guidance
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Bradford H

Series 66, Series 63, Series 65

Albuquerque, NM

Morgan Stanley

Bradford Hull is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63, 65, and 66 designations and possessing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range 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 structured planning tools and modeling techniques as part of its advisory process.

General estate planning guidance
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Mikaela P

Series 66, Series 63

Albuquerque, NM

Morgan Stanley

Mikaela Postlethwait is a financial advisor at Morgan Stanley in Albuquerque, NM, holding Series 66 and Series 63 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools.

General estate planning guidance
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Michael D

Series 63, Series 65

Albuquerque, NM

Morgan Stanley

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.

General estate planning guidance
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Benjamin A

Series 66

Albuquerque, NM

Morgan Stanley

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.

General estate planning guidance
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John C

Series 66

Albuquerque, NM

Morgan Stanley

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.

General estate planning guidance
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Denise T

Series 63, Series 65

Albuquerque, NM

Morgan Stanley

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.

General estate planning guidance
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Clifford G

Series 66

Albuquerque, NM

Morgan Stanley

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.

General estate planning guidance
user avatar

Katherine W

Series 63, Series 65

Albuquerque, NM

Morgan Stanley

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.

General estate planning guidance
user avatar

Brandon K

Series 63, Series 65

Albuquerque, NM

Morgan Stanley

Brandon Kehl is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His career includes roles at Wells Fargo Bank and Wells Fargo Clearing Services before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

General estate planning guidance
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Darryl V

Series 63, Series 66

Albuquerque, NM

Morgan Stanley

Darryl Vigil is a financial advisor at Morgan Stanley with 11 years of industry experience. He has been with Morgan Stanley since 2015 and has worked at Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he is a partner and owner of CMV Ventures, LLC, a retail and online store business in Albuquerque, New Mexico. 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 planning and estate planning strategies.

General estate planning guidance
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