Bowling Green, KY Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,239

Across 1,021 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

563 Hub Boulevard, Suite 301

Bowling Green KY 42103

Advisors at this office

6

Advisors at this office

user avatar

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
user avatar

Jessica C

Series 66

Bowling Green, KY

Morgan Stanley

Jessica Cunningham is a financial advisor with Morgan Stanley in Bowling Green, KY, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. 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 a structured planning process supported by firm-approved tools and analyses.

General estate planning guidance
user avatar

Thomas L

CFP®, Series 63, Series 65

Bowling Green, KY

Morgan Stanley

Thomas Lowe is a CFP® with 43 years of industry experience, currently serving at Morgan Stanley since 2020. His prior experience includes roles at Wells Fargo Clearing and earlier positions within Morgan Stanley. Outside of his advisory work, he is the sole owner of an internet sales business specializing in boat motors and durable goods and also serves as a notary public in Bowling Green, Kentucky. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured tools and methodologies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

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
user avatar

Amy W

Series 63, Series 65

Bowling Green, KY

Morgan Stanley

Amy Walker is a financial advisor with Morgan Stanley in Bowling Green, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Morgan Stanley since 2019 and previously held roles at Wells Fargo Clearing and UBS Financial Services. In addition to her advisory work, she serves as a notary public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and models, while generally acting in an advisory capacity for planning services.

General estate planning guidance
user avatar

Benjamin T

Series 63, Series 65

Bowling Green, KY

Morgan Stanley

Benjamin Tomblinson IV is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Wells Fargo Clearing in various roles since 2003. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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