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 financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at UBS Financial Services and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Lanelle Morin is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 66 license and possessing four years of industry experience. She has been associated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and models to assist clients in their financial planning.

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 four years of industry experience. He holds the Series 66 designation and previously worked at Nelson & Company before joining Morgan Stanley. Kay is based in Colorado Springs, CO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

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 Bridges is a financial advisor at Morgan Stanley in Colorado Springs, CO, holding Series 63 and Series 65 licenses with nine years of industry experience. His career includes roles at Morgan Stanley Private Bank, Merrill Lynch, JPMorgan Securities, Thrivent Financial, and Charles Schwab. 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, utilizing firm-approved tools and processes without providing individual security recommendations as part of standalone planning.

Jeffrey Jonasen is a financial advisor with Morgan Stanley based in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Robinhood Financial, LLC. 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 a structured planning process supported by firm-approved tools and analytics.

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, Colorado, holding a Series 66 license and having 27 years of industry experience. His career includes positions at Merrill and Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009, where he has worked since, including with Morgan Stanley Private Bank, National Association. Burwell is also a board member of Diversified Consultants Inc., an association management organization. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery processes and sophisticated modeling tools, managing approximately $2.74 trillion in client assets.

Frederick Frillman is a financial advisor with Morgan Stanley in Colorado Springs, Colorado, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Bank of America, as well as Merrill. He serves as a board member for the Pikes Peak Marathon. 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. The firm’s planning process involves structured discovery and firm-approved tools, supporting clients with investment guidance and broad retail and institutional offerings.