Clayton, MO Office

Michael Vasta is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He serves as a board member for the Logos School and the St. Louis County Children's Service Fund, contributing to business development, fundraising, and finance committee activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual 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, including the use of Secular Return Estimates and Monte Carlo simulations, to help clients model financial outcomes.

John Weber is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at various Morgan Stanley entities since 2001. He also serves as a trustee involved in estate administration. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its approach includes structured financial planning supported by firm-approved tools and emphasizes advisory services without individual security recommendations in standalone plans.

Angela Minor is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Citigroup Global Markets from 1992 to 2009 before joining Morgan Stanley Smith Barney in 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate modeling techniques such as Monte Carlo simulations, while clients retain responsibility for implementing and updating their plans.

Carson Steiner is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held various positions including roles at Glen Echo Country Club, NorthStar Wealth Navigation, and FedEx Ground. He attended the University of Missouri - St. Louis from 2021 to 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual 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 serves clients both directly and through corporate financial planning agreements.

Neil Silverman is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior roles include positions at Mercer and Summit Strategies. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs and tailored financial planning, utilizing tools such as Monte Carlo simulations and Secular Return Estimates in its structured planning process.

Kerry Bradley is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, following prior work with Morgan Stanley & Co., Incorporated beginning in 2000. Morgan Stanley Wealth Management provides a range of advisory programs to both individual 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 incorporates firm-approved tools and modeling techniques.

Gregory Perjak is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been 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 range of advisory programs including tailored financial planning, utilizing structured processes and firm-approved tools to help clients develop personalized plans.

George Peters is a financial advisor at Morgan Stanley with 55 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, currently serving within Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 licenses. 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 offers tailored financial planning that incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

James Monken is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley’s various divisions since 2012. His roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to support financial plans.

Robert Millner is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he is a limited partner involved in energy exploration with Celero Energy. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 its advisory services.

Kurtis Van Allen is a financial advisor with Morgan Stanley in Clayton, MO, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Van Allen is involved as Creative Director at K2 Creative LLC, producing music and content for film, podcasts, and marketing agencies, and serves on the board of STL.org, focusing on business development in the arts and culture sector. He also provides guitar lessons. Morgan Stanley Wealth Management serves individuals and institutional clients with 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 offers services both directly and through corporate agreements.

William Valentine is a financial advisor at Morgan Stanley with 41 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 that, he spent 20 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Jason Noakes is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities since 2002, with brief prior experience at Citigroup Global Markets. His career has been primarily focused within the Morgan Stanley network. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

James Szweda is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Prior to that, he spent 14 years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Janna Eastwood is a financial advisor at Morgan Stanley in Clayton, MO, holding Series 63 and Series 66 licenses with seven years of industry experience. Her career includes previous roles at Wells Fargo Clearing, TD Ameritrade, and Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.