Crested Butte, CO Office

Dana Albright is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Based in Crested Butte, CO, Dana serves clients through the firm’s wealth management platform. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, with a focus on tailored financial planning and comprehensive investment services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and Secular Return Estimates in its financial planning process.

James Henkel is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Henkel serves on the boards of Housing For Seniors, Inc. and the Crested Butte Land Trust, providing strategic advice and participating in governance and finance committees. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by 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 market models.