Colorado Springs, CO South Tejon Street Office

Jeffrey Mohrmann is a financial advisor with Morgan Stanley in Colorado Springs, Colorado, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he serves as legal counsel for Rogue Mountain Law and is a member of the advisory board for the City of Colorado Springs, where he participates in the review and nomination of municipal judge candidates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Emily Hershberger is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation and having two years of industry experience. Prior to joining Morgan Stanley, she worked at Transamerica and was involved with the El Pomar Foundation from 2021 to 2023. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by firm-approved tools and models, offering a broad range of investment and advisory services.

Scott Perry is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he serves on the board of directors of Perry Consulting, Inc., a small firm supporting his wife's SAP consulting business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools.

Graciela Guzman is a Series 66 licensed financial advisor with seven years of industry experience. She currently works at Morgan Stanley and has previously held roles at UBS Financial Services and Wells Fargo Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Lanelle Morin is a financial advisor with Morgan Stanley in Colorado Springs, holding a Series 66 license and three years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing approved tools and modeling techniques, offering a range of investment and planning services.

Stella Esparza is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. Prior to her career in finance, she spent ten years in full-time education and had roles at the Regents of the University of Colorado and ERA Environmental. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Brian Lindsey is a financial advisor with Morgan Stanley in Colorado Springs, Colorado, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Morgan Stanley in 2019, he spent 20 years at Merrill and 10 years at Bank of America. Outside of his advisory role, he serves as a trustee for the RMC Family Trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its advisory process.

Evan Kay is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. His prior work includes roles at Nelson & Company and 5Star Bank. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and offers a broad array of investment and advisory services.

Henry Bradley is a financial advisor with Morgan Stanley in Colorado Springs, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley since 2017 and a prior position at Arthur D. Little from 2015 to 2017. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and analysis models.

Jonathan Hicks is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at notable firms including Merrill Lynch, JPMorgan Securities, and Charles Schwab. Hicks is currently based in Colorado Springs, CO, and has been with Morgan Stanley and its affiliates since 2021. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jeffrey Jonasen is a financial advisor at Morgan Stanley with 19 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 10 years and Robinhood Financial, LLC for one year before joining Morgan Stanley Smith Barney LLC in 2022. He holds Series 63 and Series 66 designations and is based in Colorado Springs, CO. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its financial planning process.

Donald Butler III is a financial advisor with Morgan Stanley in Colorado Springs, Colorado, holding a Series 66 designation and 13 years of industry experience. His career includes five years at T. Rowe Price Investment Services and eight years with Morgan Stanley, including his current role at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary models to support financial planning services.

Riley Schwartzkopf is a financial advisor at Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation. He joined the firm in 2025 after a full-time education period from 2014 to 2025 and has less than one year of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Andrew Burwell is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets, Inc. since 2009. Outside of his advisory role, Burwell serves as a board member for Diversified Consultants Inc., an association management organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm employs a structured financial planning process that uses firm-approved tools and emphasizes advisory services without providing individual security recommendations in its standalone planning programs.

Frederick Frillman is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2022 and previously spent seven years with Bank of America and Merrill. He serves as a board member of the Pikes Peak Marathon in Manitou Springs, Colorado. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using approved tools and offers a broad range of investment and financial services.