Charleston, WV 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

500 Lee Street East Laidley Tower Suite 300

Charleston WV 25339

Advisors at this office

28

Advisors at this office

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Jacob G

Series 63, Series 65

Charleston, WV

Morgan Stanley

Jacob Gomolak is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual and West Virginia School of Business and Economics. He has also worked in education and hospitality sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning using firm-approved tools and quantitative models.

General estate planning guidance
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Jason B

Series 66

Charleston, WV

Morgan Stanley

Jason Burke is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial planning typically in an advisory capacity without individual security recommendations.

General estate planning guidance
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Quin C

Series 66

Charleston, WV

Morgan Stanley

Quin Cable is a financial advisor with Morgan Stanley in Charleston, WV, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, Quin worked at Bank of America, Merrill, RW Baird, and several other firms, including a lengthy period in education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools.

General estate planning guidance
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Conner F

Series 66

Charleston, WV

Morgan Stanley

Conner Fowler is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at MVB Financial Corp., West Virginia University, and Northwestern Mutual. Outside of finance, Fowler has been involved with several business ventures including Aloha Management LLC and Morgantown Wing Company, LLC. Morgan Stanley Wealth Management is a global investment adviser and broker-dealer servicing both individual and institutional clients. The firm offers a variety of advisory programs centered on tailored financial planning and employs advanced modeling tools to support client strategies.

General estate planning guidance
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Matthew K

Series 66

Charleston, WV

Morgan Stanley

Matthew Kelly is a Series 66-licensed financial advisor with Morgan Stanley, based in Charleston, WV. He has 11 years of industry experience and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support client financial plans.

General estate planning guidance
user avatar

Jason T

Series 63, Series 65

Charleston, WV

Morgan Stanley

Jason Thompson is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as Treasurer for a political organization in Charleston, West Virginia, and manages a family farm in Elkview, West Virginia. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and offers services including tailored financial planning and estate planning strategies.

General estate planning guidance
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Jessi M

Series 66

Charleston, WV

Morgan Stanley

Jessi Mills is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has previously worked at J.P. Morgan Securities and United Brokerage Services, Inc. Mills serves on the boards of the American Heart Association and the YWCA in Charleston, WV, where she volunteers in leadership and finance roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

David S

Series 63, Series 65

Charleston, WV

Morgan Stanley

David Snyder is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to joining Morgan Stanley, he worked at Citigroup Global Markets from 2004 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings as well as specialized investment products.

General estate planning guidance
user avatar

Mark M

Series 63, Series 65

Charleston, WV

Morgan Stanley

Mark Mitchell is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

General estate planning guidance
user avatar

Michael H

Series 66

Charleston, WV

Morgan Stanley

Michael Hill is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, following a three-year tenure at Citigroup Global Markets. Hill serves on the board and investment committee of the Big Green Scholarship Foundation, a nonprofit involved in education and sports in Huntington, West Virginia. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to clients and through Corporate Financial Planning agreements.

General estate planning guidance
user avatar

Andrew E

Series 66

Charleston, WV

Morgan Stanley

Andrew Elliot is a financial advisor with Morgan Stanley in Charleston, WV, holding a Series 66 designation. He has experience at Morgan Stanley since 2025 and previously worked at City National Bank. Outside of advisory roles, he serves as a board member of Commercial Holdings Incorporated, a holding company that previously operated a nursing home business, and is a limited partner in a private equity firm, HC Capital Partners. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process using tools like Secular Return Estimates and Monte Carlo simulations, serving clients primarily in an advisory capacity.

General estate planning guidance
user avatar

Edward N

Series 63, Series 65

Charleston, WV

Morgan Stanley

Edward Nichols is a financial advisor with Morgan Stanley in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes tenures at Citigroup Global Markets from 1993 to 2009, followed by roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and market simulation techniques.

General estate planning guidance
user avatar

Kevin M

Series 63, Series 65

Charleston, WV

Morgan Stanley

Kevin Mc Glothen is a financial advisor with Morgan Stanley in Charleston, West Virginia, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A., and prior to that worked at United Brokerage Services, Inc. Outside of his advisory work, he serves as an assistant high school swim coach and is involved in officiating swim meets. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individuals and institutions, offering financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs and planning services.

General estate planning guidance
user avatar

Brian M

Series 66

Charleston, WV

Morgan Stanley

Brian Mcclung is a financial advisor with Morgan Stanley in Charleston, WV, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at various Morgan Stanley entities since 2005 and briefly at Wells Fargo Clearing in 2005. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

General estate planning guidance
user avatar

Melissa S

Series 63, Series 66

Charleston, WV

Morgan Stanley

Melissa Short is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including Secular Return Estimates and Monte Carlo simulations to model outcomes.

General estate planning guidance
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