Duluth, MN Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

10

Of 23,178 advisors across 1,024 offices

Location

11 East Superior Street, Suite 580

Duluth MN 55802

Advisors at this office

10

Advisors at this office

user avatar

Jennifer W

Series 66, Series 63

Duluth, MN

Morgan Stanley

Jennifer Williams is a financial advisor at Morgan Stanley in Duluth, MN, holding Series 63 and Series 66 credentials with five years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through 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 modeling techniques.

General estate planning guidance
user avatar

Karis B

Series 66

Duluth, MN

Morgan Stanley

Karis Boerner is a financial advisor with Morgan Stanley in Duluth, MN, holding a Series 66 designation and with 10 years of industry experience. She has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Augusto V

Series 63, Series 65

Duluth, MN

Morgan Stanley

Augusto Vladusic is a financial advisor with Morgan Stanley in Duluth, MN, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2022 and Morgan Stanley Private Bank, N.A. since 2025. Previously, he was associated with Florida Financial Advisors and JMR Financial Group, Inc., and has academic experience at the University of Wisconsin Superior and Universidad Austral. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its advisory process.

General estate planning guidance
user avatar

Dean M

Series 63, Series 65

Duluth, MN

Morgan Stanley

Dean Mccall is a financial advisor at Morgan Stanley with 22 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2003. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Mccall serves as an officer for a local Toastmasters International club focused on public speaking development. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and investment research.

General estate planning guidance
user avatar

Kimberly A

Series 66

Duluth, MN

Morgan Stanley

Kimberly Alexander is a financial advisor at Morgan Stanley in Duluth, MN, holding a Series 66 designation and beginning her advisory career in 2023. Prior to joining Morgan Stanley in 2025, she worked at Liberty Wealth Management of Raymond James and has experience in various roles outside finance, including two decades at Aamodt's Hot Air Balloon Rides, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and advisory programs.

General estate planning guidance
user avatar

Tanner L

Series 66

Duluth, MN

Morgan Stanley

Tanner Laderoute is a financial advisor with Morgan Stanley in Duluth, MN, holding a Series 66 designation and with less than one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank, the Pittsburgh Penguins Organization, and the University of Minnesota Duluth. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research resources.

General estate planning guidance
user avatar

Mark B

Series 66

Duluth, MN

Morgan Stanley

Mark Brown is a financial advisor with Morgan Stanley who holds the Series 66 designation and has 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Peter V

Series 66

Duluth, MN

Morgan Stanley

Peter Vatalaro is a financial advisor at Morgan Stanley in Duluth, MN, holding a Series 66 designation with six years of industry experience. He has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. since 2022, and previously spent a year at North Shore Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, serving clients through both direct relationships and corporate financial planning agreements.

General estate planning guidance
user avatar

Samuel T

Series 66

Duluth, MN

Morgan Stanley

Samuel Thiesse is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of his financial career, he serves as a board member of the Duluth Curling Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services ranging from individual planning to corporate financial arrangements.

General estate planning guidance
user avatar

Dorian H

Series 63

Duluth, MN

Morgan Stanley

Dorian Hanson is a financial advisor with Morgan Stanley in Duluth, MN, holding a Series 63 designation and bringing 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets since 1986. Outside of finance, Hanson has worked in a non-investment-related sales role at Victoria's Secret. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both retail and institutional investment solutions.

General estate planning guidance
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")