Casper, WY Office

Tiana Carlson is a Series 66-licensed financial advisor with 10 years of industry experience, currently with Morgan Stanley. Her prior roles include positions at Merrill, LPL Financial, Cetera Investment Services, and First Interstate Bank. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney during her tenure at the firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market projections as part of its financial planning process.

Sheila Johnson is a financial advisor with Morgan Stanley in Casper, Wyoming, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Stephanie Smith is a financial advisor at Morgan Stanley in Casper, Wyoming, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Merrill and has experience in education and fitness industries, including involvement with Orangetheory Fitness as a silent partner in franchise licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, providing tailored financial planning through a structured discovery process and firm-approved planning tools.

Scott Brownell is a financial advisor with Morgan Stanley in Casper, Wyoming, holding Series 63 and Series 66 licenses with 20 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch from 2011 to 2022. Outside of his advisory work, he is a minority owner in a family business related to a family ranch and serves as a board member of the Boys & Girls Club of Central Wyoming Foundation. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Neal Burgess 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 Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of advising, he is involved as a member of Burgess LLC, an agriculture-related business based in Montana. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.