Charleston, SC Morrison Drive Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

49

Of 23,178 advisors across 1,024 offices

Location

850 Morrison Drive, Suite 800

Charleston SC 29403

Advisors at this office

49

Advisors at this office

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Robert W

Series 66

Charleston, SC

Morgan Stanley

Robert Wills is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and utilizes firm-approved tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates for modeling outcomes.

General estate planning guidance
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Madeline H

Series 66

Charleston, SC

Morgan Stanley

Madeline Huggins is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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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Francis F

Series 63, Series 65

Charleston, SC

Morgan Stanley

Francis Ford III is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney since 2009, Morgan Stanley Private Bank since 2015, and Citigroup Global Markets since 2007. 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 a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Terri M

Series 65, Series 66

Charleston, SC

Morgan Stanley

Terri Murray is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 65 and Series 66 credentials and has 10 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 as part of its financial planning process.

General estate planning guidance
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Coalter S

Series 66

Charleston, SC

Morgan Stanley

Coalter Smith is a financial advisor at Morgan Stanley in Charleston, SC, holding a Series 66 designation. He began his advisory career in 2026 and previously worked with the PGA Tour Americas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

General estate planning guidance
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Avron L

Series 63, Series 65

Charleston, SC

Morgan Stanley

Avron Lesser is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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James R

Series 63, Series 65

Charleston, SC

Morgan Stanley

James Richman is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client financial goals.

General estate planning guidance
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Walton R

Series 63

Charleston, SC

Morgan Stanley

Walton Robinson is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds a Series 63 designation and has worked at various Morgan Stanley entities since 2008, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, integrating firm-approved tools and research in its structured planning process.

General estate planning guidance
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Frank W

Series 63, Series 66

Charleston, SC

Morgan Stanley

Frank Wootton IV is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 66 registrations and 14 years of industry experience. His work history includes roles at Morgan Stanley Private Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a range of investment strategies, serving clients through direct and corporate financial planning agreements.

General estate planning guidance
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Alexander S

Series 66

Charleston, SC

Morgan Stanley

Alexander Shields is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he had roles at Quail Valley Golf Course and managed two small businesses, Square Pizza LLC and Southern Set-up LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

General estate planning guidance
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John C

Series 63, Series 65

Charleston, SC

Morgan Stanley

John Crawford is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm’s financial planning emphasizes structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Scott F

Series 63, Series 66

Charleston, SC

Morgan Stanley

Scott Fried is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes roles at Cowen and Company, LLC, BTIG LLC, and JP Morgan entities prior to joining Morgan Stanley Smith Barney LLC. He is based in Charleston, SC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including financial and estate planning services supported by advanced modeling tools.

General estate planning guidance
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Christopher M

Series 66

Charleston, SC

Morgan Stanley

Christopher Molineaux is a financial advisor at Morgan Stanley with a Series 66 designation. He joined the firm in 2026 and has prior experience at the College of Charleston and the University of Alabama, as well as positions outside the financial industry. 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 various advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Timothy K

Series 66

Charleston, SC

Morgan Stanley

Timothy Kane is a financial advisor at Morgan Stanley in Charleston, SC, holding a Series 66 designation with 16 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2014. 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 services through Financial Advisors and specialized estate planning groups.

General estate planning guidance
user avatar

Austin G

Series 66

Charleston, SC

Morgan Stanley

Austin Graham is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at the New York Mets and HomeAdvisor, as well as involvement with the No Limit Ballers Lacrosse Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research.

General estate planning guidance
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