Decatur, AL Office

Shelli Waggoner is a financial advisor with Morgan Stanley in Decatur, Alabama, holding Series 63 and Series 65 licenses and with 16 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2017 and was previously with Investment Centers of America, Inc. from 2014 to 2017. Outside of her advisory role, Waggoner serves on the Calhoun Community College Foundation Board, where she contributes financial and investment feedback to support fundraising and scholarship efforts. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and market-return modeling techniques. The firm manages approximately $2.74 trillion in client assets and combines advisory services with various investment products and institutional offerings.

Amy Cook is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, she was with BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank from 2012 to 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and proprietary market models.

Barry Hill is a financial advisor at Morgan Stanley with 27 years of industry experience. His prior roles include long-term positions at Raymond James Financial Services Advisors and Raymond James Financial Services. He is the owner of Stonebridge Wealth Management and serves as vice president of Wealth Advisory Group, Inc. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets as of their latest reporting.

Michele Hightower is a CFP®-designated financial advisor with nine years of industry experience. She currently works at Morgan Stanley, where she has been since 2022, including two years at Morgan Stanley Private Bank, N.A. Prior to that, she held roles at SA Stone Wealth Management Inc. and Jackson National Life Distributors. Morgan Stanley Wealth Management (MSWM) serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning agreements.

Donald Barthel is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Richard Sanders is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved planning tools and market models. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

Jonathan Anderson is a financial advisor with Morgan Stanley in Decatur, Alabama, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at 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 variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to develop tailored plans.

Sarah Smith is a financial advisor with Morgan Stanley in Decatur, Alabama, holding a Series 66 designation and 10 years of industry experience. She has worked with Morgan Stanley Private Bank since 2016 and is affiliated with the University of Alabama in Huntsville. Outside of her advisory role, she serves on the finance committee and as a board member for the United Way of Morgan County and is a board member of Burritt on the Mountain, a local cultural and environmental organization. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery and modeling tools but does not provide individual security recommendations as part of standalone plans.

Nicholas Newton is a financial advisor at Morgan Stanley in Decatur, AL, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked for ten years at the Tennessee Valley Authority. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and modeled outcomes. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

Micah Lowry is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is involved in managing a vacation rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured planning tools and models various outcomes to assist clients, while generally acting in an advisory capacity without providing specific security recommendations as part of their standalone planning services.

Ronald Clark Jr. is a financial advisor with Morgan Stanley in Decatur, AL, holding a Series 66 designation and 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. Outside of finance, he is a shareholder in a pediatric care business and advises a local church on mutual fund investments. Morgan Stanley Wealth Management is a large institution providing a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets.

Luci Woodard is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, Woodard serves as an election poll official for the Lawrence County Alabama Commission. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.

Jared Miller is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank, spanning from 2012 to 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with several specialized investment and trading activities.