Charlotte, NC Carnegie Boulevard Office

Chandler King is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to this, he was employed at NTT Data Services for two years. King serves as a board member on the investment committee for the Christ Church Foundation in Charlotte, North Carolina. 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 utilizes a structured financial planning process supported by approved tools and portfolio modeling techniques.

Benjamin Horn is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and over 24 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley \& Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. He leads a weekly CFP discussion at Winthrop University in Rock Hill, SC. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and investment programs supported by firm-approved tools and research.

Ryan Lopez is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses with seven years of industry experience. He previously worked at Brooks International and spent five years at the University of Alabama. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Megan Hern is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at The Vanguard Group and served in various roles including at Baylor University School of Law and Point Me to the Water, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeled outcomes.

Brian Green is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Morgan Stanley in Washington, DC, where he has worked since 2019 across the Private Bank and Smith Barney divisions. Prior to Morgan Stanley, he spent sixteen years at Wells Fargo Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved processes and tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Robert Wells is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo from 2004 to 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers plans both directly and through Corporate Financial Planning agreements.

Ricardo Desoto II is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he serves as a board member of a nonprofit focused on youth and athletics. 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 analyses.

Madison Rosenberg is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley, Madison worked at Family Motors Too Inc and Fidelity Investments, and has served as a board member for the University of Tennessee Charlotte Alumni Chapter. Morgan Stanley Wealth Management provides advisory services to individuals and institutional clients, offering financial planning and estate planning strategies supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs through its extensive network of advisors.

Susan Johnson is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63, 65, and 66 designations and 34 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and market simulations. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Courtney Joyner is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has prior work history at Stanley Black and Decker and North Carolina State University. Outside of advisory work, she is a fitness instructor at Corepower Yoga in Charlotte, North Carolina. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients primarily in an advisory capacity.

Michael Feld is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 credential and with two years of industry experience. Before joining Morgan Stanley in 2023, he worked at Kilroys Sports Bar and Grill and was involved with Indiana University's Student Recreation Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research to support its advisory services.

Paige Brenner is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Foot and Ankle Associates and has experience in both educational and hospitality settings. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment committee resources. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Jessie Mccollough is a financial advisor at Morgan Stanley in Charlotte, NC, with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Citizens Investor Services and First Citizens Bank in various roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market-return modeling.

Robert Brownlow is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved planning tools and methodologies.

Erika Lamarque is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at E*Trade Securities and Montessori at Vickery. Outside of her advisory work, she is involved in coaching at Charlotte Latin School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.