Coeur D'Alene, ID East Front Avenue Office

Team
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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

505 East Front Avenue, Suite 201

Coeur D'Alene ID 83814

Advisors at this office

10

Advisors at this office

user avatar

Tucker F

Series 66

Coeur D'Alene, ID

Morgan Stanley

Tucker Forbush is a financial advisor with Morgan Stanley in Coeur D'Alene, ID, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and worked at the University of Idaho from 2016 to 2017. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Patricia L

Series 66

Coeur D'Alene, ID

Morgan Stanley

Patricia Leach is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
user avatar

Robert Y

Series 63, Series 65

Coeur D'Alene, ID

Morgan Stanley

Robert Yuditsky is a financial advisor with Morgan Stanley in Coeur D'Alene, ID, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. 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. The firm’s approach includes structured planning tools and outcome modeling while generally acting in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

General estate planning guidance
user avatar

Tonya S

Series 63, Series 66

Coeur D'Alene, ID

Morgan Stanley

Tonya Smith is a financial advisor with Morgan Stanley in Coeur D'alene, Idaho, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a wide array 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 both directly and through Corporate Financial Planning agreements with employers.

General estate planning guidance
user avatar

Michelle B

Series 66

Coeur D'Alene, ID

Morgan Stanley

Michelle Brandel is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning through both direct client relationships and corporate agreements.

General estate planning guidance
user avatar

Eric P

Series 66

Coeur D'Alene, ID

Morgan Stanley

Eric Pemberton is a financial advisor at Morgan Stanley in Coeur d'Alene, Idaho, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Lyons O'Dowd Attorneys & Counselors, Lewis-Clark State College, and Gonzaga University School of Business. He is also involved in Eskre LLC, a property management and labor services business in Coeur d'Alene. 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 models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

General estate planning guidance
user avatar

Scarlet K

Series 66

Coeur D'Alene, ID

Morgan Stanley

Scarlet Kelso is a financial advisor with Morgan Stanley in Coeur D'Alene, Idaho, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2013, including over a decade at Morgan Stanley Private Bank, National Association. Outside of her advisory role, Kelso is involved as a partner or owner in several business ventures, including a technology company and consulting firm based in Dalton Gardens, Idaho. Morgan Stanley Wealth Management offers a wide range of financial advisory services to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages several trillion dollars in assets and provides comprehensive wealth management solutions alongside various investment products and strategies.

General estate planning guidance
user avatar

Gregory H

Series 63, Series 65, Series 66

Coeur D'Alene, ID

Morgan Stanley

Gregory Hannan is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 22 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. Outside of his advisory role, he operates a sole proprietorship related to rental property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a broad range of advisory programs supported by structured planning tools and various investment offerings.

General estate planning guidance
user avatar

Don I

Series 66

Coeur D'Alene, ID

Morgan Stanley

Don Icardo is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Merrill Lynch during his career. Outside of his advisory role, he manages a winter boat and RV storage operation at his ranch. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

General estate planning guidance
user avatar

Ashlie J

Series 66

Coeur D'Alene, ID

Morgan Stanley

Ashlie Johnson is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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