Birmingham, MI Woodward Avenue Office

Angelique Ames is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 23 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a planning process that utilizes firm-approved tools and models to support client financial goals.

Angela Jardin is a financial advisor with Morgan Stanley in Birmingham, Michigan, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by approved tools and offers a range of investment programs alongside broader retail and institutional solutions.

James Rivard is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and currently serves at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a board member and part of the finance committee at Pine Lake Country Club in West Bloomfield, Michigan. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and firm-approved planning tools to develop plans, managing approximately $2.74 trillion in client assets.

Nicole Moten is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Birmingham, MI. She previously worked at Wells Fargo Clearing for seven years before joining Morgan Stanley in 2023. Moten serves on the executive board of the Poverty and Social Reform Institute, a nonprofit organization focused on children, youth, and social services. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services.

Sean Moran is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Outside of his advisory role, he serves on the executive committee of The Parade Company, where he contributes to idea generation for new sponsors and advertising and helps organize the Thanksgiving Day Parade. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Nicole Haines Livesay is a Series 66 licensed financial advisor with Morgan Stanley in Birmingham, MI, bringing 13 years of industry experience. She has worked at Morgan Stanley since 2020 and previously held roles at Bank of America and Merrill. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Rebecca Wolfe is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2014 and holds the Series 63 and Series 65 designations. Outside of her advisory role, she provides freelance services through Fiverr.com. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array 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 a structured planning process supported by its Global Investment Committee’s tools.

Kyle Zwiren is a financial advisor at Morgan Stanley in Birmingham, MI, with seven years of industry experience. He holds a Series 66 designation and has previously worked at The O.N. Equity Sales Company, Ohio National Financial Services, and Zausmer, August & Caldwell, P.C. Outside of his advisory role, he serves on the board of the non-profit Tamarack Camps and is a board member involved in fundraising and investment decisions at Temple Israel. 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 utilizes structured planning tools and market simulations as part of its financial planning process.

Julie Dewolf is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2014. 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 supported by structured discovery conversations and firm-approved planning tools.

Joseph Michalak is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association 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 range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Michael Kernya is a financial advisor at Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has previously worked at Merrill and J.P. Morgan in various roles from 2014 to 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs structured planning processes and offers access to diverse investment products alongside its advisory services.

Michelle Lively is a financial advisor at Morgan Stanley in Birmingham, MI, with 24 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she has been an independent representative for Silpada Designs Jewelry, conducting home shows, though she currently does not plan to continue this activity. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers planning supported by firm-approved tools and structured processes.

Andrea Dabrowski is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked in various roles including at RPM Freight Systems and United Wholesale Mortgage. She also has ongoing involvement with NestMate Real Estate LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved tools.

Zachary Goldman is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63, Series 65, and Series 66 licenses and possessing 18 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities from 2009 to 2025 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations and Secular Return Estimates to support financial planning.

Glen Young is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Birmingham, Michigan. He previously led Ashton Young, Inc. for 37 years before joining Morgan Stanley in 2020. Outside of his advisory role, he maintains involvement as an officer in Ashton Young, Inc. and owns LSG Financial LLC, an insurance-related business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and emphasizes an advisory role, with a broad array of retail and institutional investment services.