Denver, CO East 1st Avenue Office

Tanisha Simon is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 license with 23 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Christopher Toney is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, and was previously with Public Trust Advisors from 2013 to 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Nicholas Yip is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. 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.

Bret Roberts is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Madison Carter is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 credential and bringing 17 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she owns ON THE PULSE LLC, a business focused on authoring and publishing guide books and consulting. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models, including Monte Carlo simulations, to develop financial plans.

Trisha Mingo is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. 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 supported by firm-approved tools and methodologies.

Nicholas Phillips is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017. Outside of his advisory role, he is involved as a club lacrosse coach with LXTC Lacrosse. 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.

Sean O'Kelly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Andrea Saenz is a financial advisor at Morgan Stanley in Denver, CO, with three years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Charles Schwab. Outside the financial industry, she has experience in the beauty and hospitality sectors, including running a beauty salon. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services emphasizing client responsibility for implementation and updates.

Steven Murray is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is a partner of Murray Limited, a firm involved in estate planning, and serves as a trustee for multiple trusts. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Kathy Houston is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and research-guided simulations as part of its financial planning process.

Michael Brown is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee and executor in various trusts and estate administrations. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

Danielle Barnard is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and bringing five years of industry experience. She has worked at Morgan Stanley since 2020, including a role at Morgan Stanley Private Bank, N.A. She previously had a brief role outside finance as part of Player's Sports Bar and Grill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.