Bowling Green, KY Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

6

Of 23,178 advisors across 1,024 offices

Location

563 Hub Boulevard, Suite 301

Bowling Green KY 42103

Advisors at this office

6

Advisors at this office

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Jordan P

Series 66

Bowling Green, KY

Morgan Stanley

Jordan Pruden is a Series 66-licensed financial advisor with Morgan Stanley in Bowling Green, KY, and has eight years of industry experience. He has worked at Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A., and previously spent two years at Merrill and one year at Service One Credit Union. 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 and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

General estate planning guidance
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Jessica C

Series 66

Bowling Green, KY

Morgan Stanley

Jessica Cunningham is a Series 66-registered financial advisor with Morgan Stanley in Bowling Green, KY, where she has worked since 2019. She has 10 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Thomas L

CFP®, Series 63, Series 65

Bowling Green, KY

Morgan Stanley

Thomas Lowe is a CFP®-designated financial advisor with Morgan Stanley, based in Bowling Green, KY, and has 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2020, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the sole owner of North American Trading Co LLC, an internet sales business for boat motors and durable goods, and serves as a notary public in Bowling Green. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that combine advisory planning with a broad array of investment and brokerage capabilities.

General estate planning guidance
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Paul K

Series 63, Series 65

Bowling Green, KY

Morgan Stanley

Paul Kilgus is a financial advisor with Morgan Stanley in Bowling Green, Kentucky, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2019. Outside of advising, he serves as a board member of the Major League Baseball Retired Players Association and is an assistant baseball coach at Bowling Green High School. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary research to support tailored financial plans but generally acts in an advisory capacity without providing individual security recommendations.

General estate planning guidance
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Amy W

Series 63, Series 65

Bowling Green, KY

Morgan Stanley

Amy Walker is a financial advisor at Morgan Stanley with 31 years of industry experience. She has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she serves as a notary public and acts as power of attorney for her mother. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning services supported by firm-approved tools and methodologies.

General estate planning guidance
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Benjamin T

Series 63, Series 65

Bowling Green, KY

Morgan Stanley

Benjamin Tomblinson IV is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent seven years at Wells Fargo Advisors and three years at Wells Fargo Clearing. Outside of his advisory role, he is the owner of WSRT Ventures, a sole proprietorship involved in investment-related real estate activities. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and models client outcomes using methodologies such as Monte Carlo simulations.

General estate planning guidance
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