Farmington, NM Office

Megan Halvorson is a Series 66 licensed financial advisor with Morgan Stanley, based in Farmington, NM. She has nine years of industry experience and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015. Prior to her career in finance, she spent eleven years at Walgreens. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory services to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Brian Turner is a financial advisor with Morgan Stanley in Farmington, NM, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2012 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Turner serves on the advisory board of Camille's, a retail and online business based in Farmington, New Mexico. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning resources for its clients.

Jeanine Kelly is a financial advisor with Morgan Stanley in Farmington, New Mexico, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Kelly serves on several local boards, including as 1st Vice President (Programs) of the Four Corners Federated Republican Women and city councilor for Farmington. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.