Davenport, IA Office

John Moran is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held roles at Citigroup Global Markets since 1998 and has been with Morgan Stanley and its affiliated entities since 2009. Moran holds the Series 63 and Series 65 credentials. 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 financial planning services, managing approximately $2.74 trillion in client assets.

Thomas Melchert Jr. is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has also been associated with Citigroup Global Markets since 2008. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured planning process.

Amy Phillips is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Beyer & Rock Investment, Private Client Services, and Hancock Securities Group. She is currently based in Davenport, IA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by proprietary tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and Corporate Financial Planning agreements.

Brennan Hawley is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley and its Private Bank since 2012 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Cara Eckhardt is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2021 and previously worked at UBS for ten years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone financial planning services.

Paul Scranton is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 2001. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Linda Holmberg is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney and Citigroup Global Markets Inc since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer-sponsored agreements.

Michelle Mcwilliams is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and quantitative planning tools.

Michelle Baedke is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning using firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers a range of financial products and services through its extensive network of advisors.

Tawny Stoffregen is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she is involved as a partner in T&N Investments, which engages in real estate activities including property management. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook analyses.

Gregory Poterack is a financial advisor with Morgan Stanley in Davenport, IA, holding a Series 66 designation and five years of industry experience. He previously operated Poterack Capital Advisory for ten years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Robert Arth is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Arth is based in Davenport, Iowa. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad array of advisory programs and tailored financial planning. The firm employs a structured planning process supported by proprietary tools and investment committee estimates, managing approximately $2.74 trillion in client assets.

Megan Lafrenz is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at RBC Capital Markets, TriSource Solutions LLC, and the 11th St Precinct. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and corporate financial planning agreements.

Jessica Oelmann is a financial advisor with Morgan Stanley in Davenport, IA, holding a Series 66 designation and 4 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides 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 offers services both directly and through Corporate Financial Planning agreements.

Alexandra Girardin is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at Total Solutions, Heart of America Group, St. Kilda, and Mainsheet Financial Solutions. Outside of her advisory role, she works as a server and bartender at Riverside Grille, a restaurant and bar in Bettendorf, Iowa. 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 uses structured planning tools and modeling techniques as part of its financial planning process.