Fairhope, AL Parker Road Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

8

Of 23,178 advisors across 1,024 offices

Location

7530 Parker Road

Fairhope AL 36532

Advisors at this office

8

Advisors at this office

user avatar

Kristen H

Series 66

Fairhope, AL

Morgan Stanley

Kristen Hall is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She worked at Merrill Lynch for three years prior to joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and analyses such as Monte Carlo simulations.

General estate planning guidance
user avatar

Sarah U

Series 66

Fairhope, AL

Morgan Stanley

Sarah Unfried is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 license and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory role, she serves as a board member for the Alabama Free Clinic, a medical and community organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supports both direct individual relationships and corporate financial planning agreements.

General estate planning guidance
user avatar

Leonardo S

Series 66

Fairhope, AL

Morgan Stanley

Leonardo Silva is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Ralph A

Series 63, Series 65

Fairhope, AL

Morgan Stanley

Ralph Anderson II is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Anderson serves on the advisory board for the University of South Alabama's Mitchell College of Business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

William D

CFA®, Series 66

Fairhope, AL

Morgan Stanley

William Dorriety is a CFA® charterholder and holds a Series 66 license with 23 years of experience in the financial services industry. He is currently with Morgan Stanley, having joined in 2024 after eight years at Wells Fargo Clearing. Outside of his advisory role, he is a partner in Up-Tick Investments LLC, a business involved in real estate, and serves as co-trustee for a family trust. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs structured planning tools and a broad investment platform, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Dominque S

Series 66

Fairhope, AL

Morgan Stanley

Dominque Sanders is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Prior to her advisory role, she has also been associated with Ruby Tuesday 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, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Tod F

Series 63, Series 65

Fairhope, AL

Morgan Stanley

Tod Frick is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2010. He serves as an executor and trustee in estate-related matters outside of his advisory role. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

General estate planning guidance
user avatar

Henrique M

Series 66

Fairhope, AL

Morgan Stanley

Henrique Mendes is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at the University of Mobile and worked with Brazilian football clubs Botafogo de Futebol e Regatas and Sport Club Corinthians Paulista. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

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")