Eugene, OR Office

Lisa Schor is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation. Her prior experience includes roles at Stifel, Nicolaus & Co., Inc., RBC Wealth Management, and Columbia Bank. 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, including tailored financial planning supported by firm-approved tools and modeling techniques.

Frank Johnston III is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. His career includes roles at RBC Capital Markets Corporation, City National Bank, and Morgan Stanley Private Bank. Outside of finance, he coaches high school tennis for the Eugene School District 4J. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and analyses.

Zachary Johnston is a CFP®-designated financial advisor with 15 years of industry experience, currently with Morgan Stanley in Eugene, OR. His prior roles include positions at City National Bank and RBC Capital Markets. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of retail and institutional offerings.

Gary Johnston is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Johnston is involved with the Cottage Grove Eugene Sportsman Club, a charitable foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Christopher Linkhorn is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as the girls varsity soccer coach at Sheldon High School and is a board member of the South Shore Ski Club in Eugene, Oregon. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and serving both retail and corporate clients with approximately $2.74 trillion in assets under management.

Stephen Schor is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at RBC Capital Markets and D.A. Davidson & Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Alicia Heer is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 66 designations and having two years of industry experience. She previously worked at the Turell Group from 2013 to 2021. Outside of her advisory role, Heer is involved as a partner in Pacific Properties West LLC, a real estate business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Shane Gutierrez is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. He is currently associated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and structured discovery conversations in its financial planning process.

Todd Bosworth is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at RBC Capital Markets Corporation and Citigroup Global Markets. He is based in Eugene, Oregon. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

David Anderson is a financial advisor at Morgan Stanley in Eugene, OR, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley or its affiliates since 2014. Morgan Stanley Wealth Management serves individual and institutional clients by offering advisory programs that include tailored financial planning, supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of retail and institutional investment services.

Lisa Tull is a financial advisor with Morgan Stanley in Eugene, OR, holding Series 63 and Series 66 licenses and offering 23 years of industry experience. She worked at Citigroup Global Markets from 2000 to 2009 before joining Morgan Stanley Smith Barney, where she has been since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning using approved tools and models but generally acts in an advisory capacity rather than as a fiduciary unless separately engaged.

Parker Jewell is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis methods.

Richard Farley is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. He is based in Eugene, OR. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Holly Foster is a financial advisor at Morgan Stanley with 18 years of industry experience. She previously worked for RBC Capital Markets for 10 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of finance, she is registered as a yoga teacher with Yoga Alliance (RYS 200). Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Charlene Noble is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds a Series 63 designation and has worked at several notable firms, including RBC Capital Markets, Wells Fargo Clearing, Merrill, and UBS Financial Services. Noble is based in Eugene, Oregon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.