Eureka, CA Buhne Street Office

Gregory Hale is a financial advisor with Morgan Stanley in Eureka, CA, holding a Series 66 credential and with 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Hale is the owner and president of GMH Construction. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but typically does not offer individual security recommendations as part of its standalone financial planning services.

Jenelyn Delaney is a financial advisor with Morgan Stanley in Eureka, CA, holding Series 63, 65, and 66 licenses and 11 years of industry experience. Her prior work includes roles at Northern Trust and E*TRADE Securities. Outside of her advisory work, she contributes product reviews as an Amazon Vine Voice. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools without individual security recommendations in standalone plans.

Laura Davis is a Series 66 licensed financial advisor with Morgan Stanley in Eureka, California, bringing 12 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she serves as a Successor Trustee. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Keenan Pool is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved in managing residential rental properties in Eureka, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Katie Conley is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Chase Bank, Costco, and Recreational Equipment Inc. before joining Morgan Stanley. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Kristen Gaser is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JP Morgan Securities and Fairway Independent Mortgage Company. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services that rely on structured discovery processes and firm-approved tools without providing individual security recommendations as part of standalone plans.

Frederick Slack is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Slack is also a managing member of Slack and Winzler LLC, a commercial real estate investment and development entity. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Seth Schulze is a financial advisor at Morgan Stanley with 10 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley, and JP Morgan Chase Bank and Securities. Schulze holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Amanda Rose is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Umpqua Bank, and Wildseed LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools, focusing on advisory services without individual security recommendations in standalone plans.

Spencer Pena 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, National Association since 2018. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Jason Barr is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 23 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is the sole proprietor of 5 Bar Ranch, an agricultural business based in Arcata, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and a broad range of investment products.

David Turner is a financial advisor with Morgan Stanley in Eureka, CA, holding a Series 63 designation and 38 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning through direct client relationships and corporate agreements.

Sheryl Collins is a financial advisor at Morgan Stanley with 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 credentials. 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 focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Dannielle Greco is a Series 66-registered financial advisor with Morgan Stanley in Eureka, CA, bringing two years of industry experience. She previously worked at Merrill for five years and spent ten years at Simpson University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs supported by firm-approved tools and structured investment analyses.