Boise, ID Office

Allie Kilroy is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at firms such as RBC Capital Markets, MassMutual Life Insurance Company, and New York Life Insurance Co. Outside of financial services, she is involved with the Capital High School Swim Team in an administrative and fundraising capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Giovanna Svenson is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and is also associated with Morgan Stanley Dw Inc. since 1985. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its services.

Brent Larkin is a Series 66-licensed financial advisor with Morgan Stanley, based in Boise, ID, and has 21 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools to develop financial plans.

Greg Thomas is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Boise, ID. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association, where he has worked since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Deborah Dunn is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 3 years of industry experience. She has worked at Morgan Stanley since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Duane Richter is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, City National Bank, and RBC Capital Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

George Cadwell is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career at Morgan Stanley spans multiple entities since 1998, including Morgan Stanley Private Bank, N.A. outside of his primary advisory roles. Outside of his advisory work, he is a partner in C & L Family Farms, an agricultural business, and a 20% owner of 1.3900 Overland LLC, a commercial real estate investment group. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with investment guidance informed by the Global Investment Committee’s research and modeling techniques.

Nicholas Duncan is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Morgan Stanley, he worked for seven years at RBC Capital Markets, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its financial planning process.

Brianna Watson is a financial advisor at Morgan Stanley with six years of industry experience. She has held positions at Fidelity Investments and Wells Fargo Clearing prior to joining Morgan Stanley. She holds the Series 66 and Series 63 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support its advisory services.

Erika Biggs is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and its Private Bank affiliate since 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 uses structured planning tools and modeling techniques in its advisory process.

Brandon Baxter is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at BNY Mellon before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and delivers services across diverse asset management and investment offerings.

Robert King is a financial advisor with Morgan Stanley in Boise, ID. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior experience includes roles at Goldman Sachs and RBC Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and various investment services.

Tanner Tallan is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior work includes roles at Micron Technology and positions at Auburn University and Boise State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Jordan Cannon is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 13 years of industry experience. He has been with 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 provides a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model potential outcomes.

James Cox is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he manages a rental property in Meridian, Idaho. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, utilizing structured discovery conversations and firm-approved tools without providing individual security recommendations as part of standalone plans.