Chicago, IL 233 South Wacker Drive Office

Joseph Mc Graw is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Chicago, IL. His prior experience includes roles at SGL Financial, Covenant Trust Company, Charles Schwab, TD Ameritrade, Scottrade, Innovation Partners, and Portfolio Logic. 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

Joseph Blanton is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has previous experience serving in the U.S. Army from 2020 to 2025. Prior to his military service, he worked at Diamond Oaks Golf Club for four years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized planning groups.

William Howton is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 15 years of industry experience. He has been with Morgan Stanley since 2013. Outside of his advisory role, he is involved in real estate rental property management in Palestine, Arkansas. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.

Jacob Boecher is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including positions in the food service and hospitality industries. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and models to support clients’ financial goals.

Mitchell Carpenter is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley since 2019, including a role with Morgan Stanley Private Bank. Prior to that, he was with Fidelity Investments and Coyote Logistics. Morgan Stanley Wealth Management provides a range of advisory services 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 structured planning tools without providing individual security recommendations in its standalone financial planning programs.

Daniel Di Pangrazio is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses. He has been in the industry since 2024, with prior experience at Ccig and involvement with several country clubs and the University of Colorado Boulder. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Dennis Frantsve is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill for 13 years before joining Morgan Stanley in 2022. Outside of finance, he is the sole proprietor of Elev8 Event Group, LLC, which provides wedding DJ entertainment. Morgan Stanley Wealth Management delivers a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools to support client decisions.

Madyson Dublo is a financial advisor at Morgan Stanley in Chicago, holding Series 66 and Series 63 licenses with one year of industry experience. Her work background includes roles at Morgan Stanley, Transwestern Commercial Services, and Triumph Construction Services, as well as studies at the University of Alabama. 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 planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

James Konfrst is a financial advisor at Morgan Stanley based in Chicago, IL. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Morgan Stanley, his background includes roles at Total Quality Logistics and Kinseth Hospitality Companies. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Ronald Muhammad II is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. Prior to joining Morgan Stanley in 2020, he spent seven years at Goldman, Sachs & Co. Outside of his advisory role, he owns Requisite Photo, a photography business based in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to individual and institutional clients, 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 proprietary tools and market simulations.

Erhan Turan is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with one year of industry experience. His prior experience includes roles at Istanbul University, Primetech Bilisim A.S., Trive Uluslararasi Danismanlik A.S., Is Investment Inc., and Ak Investment A.S. before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a broad range of retail and institutional offerings.

Carson Rettig is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior work at Centier Bank and roles at Indiana University and White Hawk Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety 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 offers services through both direct and employer-sponsored financial planning agreements.

Audrey Margolies is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and beginning her career in 2025. Her background includes roles at Federated Hermes and The General Muir, as well as a four-year period at Emory University. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market projections.

Kaden Mc Clain is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2025 and previously worked at Gold Star Mortgage Financial from 2018 to 2025. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to model outcomes.

Aidan Mc Daniel is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at NewEdge Advisors, LLC and LPL Financial. Before his financial industry career, Mc Daniel held various roles including positions in hospitality and retail. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client financial strategies.