Billings, MT Office

Kyle Stone is a financial advisor with Morgan Stanley in Billings, MT, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley since 2018, including Morgan Stanley Private Bank, N.A., as well as prior positions at Mountain Plains Equity Group, HDR, Inc., and Montana State University Billings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Amy Yates is a financial advisor with Morgan Stanley in Billings, MT, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Tracy Short is a financial advisor at Morgan Stanley with 31 years of industry experience. She has held roles at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2007 and 2009, respectively. She 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. The firm offers advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Brian Bentley is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. In addition to his advisory role, Bentley serves as an executor involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning for individuals and institutions. The firm offers a range of services supported by a structured planning process and manages approximately $2.74 trillion in client assets.

Wesley Fangsrud is a financial advisor with Morgan Stanley in Billings, Montana. He holds a Series 66 designation and has 17 years of industry experience, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations in its financial planning process.

Mary Lee is a financial advisor at Morgan Stanley in Billings, Montana, holding a Series 66 designation and beginning her industry career in 2024. Prior to joining Morgan Stanley, she worked at Copper Canyon Law and Mesa Public Schools. She has also been involved with Tactical Home Concepts, LLC in a supportive capacity. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Janelle Williams is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she is involved in organizing class reunions and managing scholarships and memorials for the Billings West High School Class of 1977. 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. The firm offers tailored financial planning services supported by structured discovery conversations and proprietary planning tools.

Jamie Moltzan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. 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 using firm-approved tools and methodologies.

Lorenda Wahl is a financial advisor with Morgan Stanley in Billings, MT, holding a Series 66 designation and having 28 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves 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 structured planning tools alongside a variety of investment offerings.

Kayla Schuyler is a financial advisor at Morgan Stanley in Billings, MT, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Montana Commercial Management and MyKate Consulting, as well as a teaching role at Montana State University Billings. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including financial and estate planning, leveraging proprietary investment models and simulations.

Elizabeth Anselmi is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Stifel Nicolaus, and First Interstate Bank. 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 using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Spencer Larsen is a financial advisor at Morgan Stanley in Billings, MT, holding Series 65 and Series 63 licenses with 14 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of advising, Larsen owns a vacation rental property in Eureka, MT. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving both individual and institutional clients with tailored financial planning and investment programs. The firm manages approximately $2.74 trillion in assets and employs a structured planning process using tools such as Monte Carlo simulations and long-term return estimates.

Clyde Barton is a financial advisor at Morgan Stanley Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Outside of his advisory role, Barton serves as a board member of Boulder Arrowhead Baseball, a local sports organization in Billings, Montana. 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 provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.