Duluth, MN Office

Jennifer Williams is a financial advisor with Morgan Stanley in Duluth, MN, holding Series 63 and Series 66 licenses and five years of industry experience. She has been with Morgan Stanley since 2009. 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 structured discovery conversations and firm-approved tools.

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.

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.

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.

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.

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.

Mark Brown is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 credential and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment committee analyses. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

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.

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.

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.