Columbia, SC Office

Jeryl Salmond is a financial advisor with Morgan Stanley in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 42 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 role, Salmond serves as chairman of the endowment committee for the James R. Clark Memorial Sickle Cell Foundation and is a minister at various churches. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning and investment services supported by firm-approved planning tools and a structured process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Robert Davidson Jr. is a financial advisor at Morgan Stanley with over 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and has a background that includes Citigroup Global Markets dating back to 1993. Outside of his advisory role, he is involved with Congaree Land Trust as a board member and serves as treasurer for the Society of Cincinnati, State of Georgia Chapter. He also has an interest in farming and hunting through his business Can Till Can't LLC. Morgan Stanley Wealth Management provides 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 processes using firm‑approved tools and modeling techniques, offering a range of investment products and services through a large institutional platform.

Bobbi Presper is a financial advisor at Morgan Stanley in Columbia, SC, holding Series 63 and Series 65 licenses with 43 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gerard Williams is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated, as well as a long-standing affiliation with Mutual/United Of Omaha Insurance Company and service in the South Carolina National Guard. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm employs structured planning tools and investment modeling, managing approximately $2.74 trillion in client assets.

William Mcmaster is a financial advisor with Morgan Stanley in Columbia, SC, holding a Series 63 designation and 33 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. He serves as a board member for Imagine School in Columbia, a nonprofit role with no compensation. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment products and services, including tailored financial plans through its Financial Advisors and Estate Planning Strategies Group.

James Covington III is a financial advisor with Morgan Stanley Wealth Management in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he serves as Chair of the Advisory Board at the MUSC Hollings Cancer Center and is the owner of Tiger Dawg Investments, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm employs structured planning tools and supports clients with various investment and estate planning strategies.

Julia Huff is a financial advisor at Morgan Stanley in Columbia, SC, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2021, following prior roles at Truist Advisory Services and Bb&T affiliated firms. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning supported by its Financial Advisors and Estate Planning Strategies Group.

Giovanni Diddi is a financial advisor at Morgan Stanley in Columbia, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Amazon UK and pursued full-time education for several years. 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, and manages approximately $2.74 trillion in client assets.

Andrew Bunnin is a financial advisor with Morgan Stanley in Columbia, SC, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2016 to 2020. Morgan Stanley Wealth Management serves both 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 utilizes structured planning tools and market simulations as part of its financial planning process.

Jonathan Mallis is a financial advisor at Morgan Stanley in Columbia, SC, holding a Series 66 designation. He began his financial services career in 2024 after several years working in education, including positions at the University of South Carolina and local schools. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment committee guidance to support customized financial plans.

Ronald Wilson is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

John Rast III is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including The Hilb Group of Maryland, LPL Financial, and The Vanguard Group. He also has prior experience with the Baltimore Orioles and Loyola University Maryland. 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 financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes a structured financial planning process using proprietary tools and models but does not provide individual security recommendations as part of its standalone planning services.

Jeri Salmond is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2011. Outside of her advisory role, she is involved with Ladson Presbyterian Church in Columbia, South Carolina, where she contributes to technology and streaming services, and is a passive investor in Crypto Ceramics, LLC, an art and culture venture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools.

James Bilko is a financial advisor with Morgan Stanley in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. 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 and various investment services, managing approximately $2.74 trillion in client assets.

Lauren Phelps is a financial advisor with Morgan Stanley in Columbia, SC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior roles include positions at Truist Investment Services, BB&T Securities, and AXA Advisors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery conversations and proprietary tools, offering a range of investment and financial services without providing individual security recommendations as part of standalone planning.