Anchorage, AK Denali Street Office

Samuel Wolfe is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Aimee Woodley is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2020. Prior to her current role, she worked for The Echo Magazine and has operated in sales and marketing for Pampered Chef since 2007. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and strategies.

Justin May is a financial advisor at Morgan Stanley with the Series 66 designation. He has held positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2025. Prior to entering the financial services industry, May worked in various roles within education and startup companies. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and portfolio modeling techniques.

Stuart Craig is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 licenses and is based in Anchorage, Alaska. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Thomas Konop is a financial advisor with Morgan Stanley in Anchorage, AK, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with Alaska Wilderness Voyages LLC, a boat charter business, and serves as an assistant football coach for the Anchorage School District. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved planning tools and broad investment services.

Lin May is a financial advisor at Morgan Stanley with 49 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley Smith Barney LLC since 2009, and Citigroup Global Markets from 1997 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

John Hartmann is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2012. 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 incorporates firm-approved tools and models to assist clients in their financial decisions.

Kimberlee Carver is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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, 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 analytical models.

Amber Wright is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 employs a structured financial planning process that utilizes approved tools and modeling techniques.

Steven Mcsharry is a financial advisor with Morgan Stanley in Anchorage, AK, holding a Series 66 designation and over 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. 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 variety of advisory programs and financial planning services that incorporate institutionally developed tools and analysis, managing approximately $2.74 trillion in client assets.

Marie Murdock is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2013, including a six-year tenure at Morgan Stanley Private Bank, N.A. from 2015 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach using proprietary tools and scenario modeling.

Lindsey Sawicki is a financial advisor with Morgan Stanley in Anchorage, AK, holding CFP® and ChFC® designations and over 10 years of industry experience. Prior to joining Morgan Stanley in 2024, she held roles at Empower Financial Services and Charles Schwab. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through Corporate Financial Planning agreements.

Jason Longlet is a Series 66-credentialed financial advisor with Morgan Stanley in Anchorage, Alaska, bringing 20 years of industry experience. He has been with Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. Outside of his advisory role, Longlet serves on finance committees for the Catholic Archdiocese of Anchorage-Juneau and St. Andrews Catholic Church, and owns a manufacturing business called Frosted 3D. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and planning services.

Brian Cook is a Series 66-licensed financial advisor with Morgan Stanley in Anchorage, Alaska, with seven years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2018. Outside of his advisory role, Cook serves on the advisory board of Urban Hearts Missions, a religious and humanitarian organization, and is involved with the Archdiocese of Anchorage-Juneau Finance Council as a finance committee member. He is also an employee of Glacial Glaze Art Studio, a retail and manufacturing business focused on art and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and investment advisory services supported by structured planning tools and a wide range of investment solutions.

Clark Rush is a financial advisor with Morgan Stanley in Anchorage, Alaska, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as treasurer for the Providence Hospital Foundation and is involved with the H2Oasis Indoor Water Park. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.