Florence, AL 201 South Court Street Office

Madeleine Street is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2020. Prior to this, her background includes roles at Madison Surgery Center, Robert Trent Jones Golf Trail, the University of Alabama in Huntsville, and Auburn University. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Brandon Brown is a financial advisor with Morgan Stanley who holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, and he currently serves on the board of the Cole Honors College and the Singing River Disc Golf community organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Bradley Beasley is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes a long tenure at Merrill (1993–2020) before joining Morgan Stanley Smith Barney LLC and later Morgan Stanley Private Bank, N.A. in Florence, Alabama. 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 and financial planning services supported by structured processes and advanced modeling tools.

Karen Looser is a Series 66-licensed financial advisor with Morgan Stanley in Florence, Alabama. She has one year of industry experience, having previously worked at Edward Jones for two years. Before her career in financial services, she spent several years as a homemaker and worked at Keller OBGYN. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

Carter Belew 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 STAND 8 Technology Services, Stratasan, Target, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with clients responsible for plan implementation and updates.

Mark Williams is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 license and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following eight years at Bank of America and Merrill. Outside of his advisory role, he is a managing member of R.W. Williams Family Investments, LLC, a family investment entity involved in real estate. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process incorporating established analytical tools.

Aubrey Wilson is a financial advisor at Morgan Stanley with 11 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 2020, following six years at Bank of America and Merrill. Wilson serves on the Florence Industrial Development Board and the Advisory Board for the Congregational Endowment Fund of the First United Methodist Church of Florence. 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 employs a structured planning process using firm-approved tools and market simulations.

Adam Connolly is a CFP®-certified financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, Connolly is a partner in BRRRR Properties LLC, a real estate business based in Florence, Alabama. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market outlook models.

Anna Roberson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Merrill Lynch and Bank of America. Outside of her advisory work, she serves as an ambassador for Plexus Worldwide, a wholesale distribution company. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment programs and institutional capabilities.

Rodney Bowerman is a CFP® professional with 20 years of industry experience, currently affiliated with Morgan Stanley in Florence, AL. Prior to joining Morgan Stanley in 2025, he worked at Edward Jones for nine years. Outside of his advisory role, he serves as an Associate Minister at Stony Point Church of Christ, where he teaches bible classes and organizes family and marriage retreats. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery conversations and firm-approved tools to model outcomes, primarily acting in an advisory capacity.

William Trapp is a financial advisor with Morgan Stanley in Florence, Alabama, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Smith Barney. Outside of his advisory work, he is a partner at Single Lock Records and serves on the advisory board of the PCA Foundation as well as nonprofit boards of The Hundred Club of the Shoals and Savas. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers integrated investment and estate planning solutions.

James Belew Jr. is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes tenures at Merrill from 1994 to 2020 and Bank of America from 2011 to 2020 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment models but does not offer individual security recommendations as part of its standalone financial planning services.

Walter Trapp is a financial advisor at Morgan Stanley with 45 years of industry experience. He has worked at Merrill from 1980 to 2020, Bank of America from 2011 to 2020, and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020. Outside of his advisory role, he serves as an officer and board member of the PCA Foundation Inc., owns Singing River Energy LLC which holds oil and gas investments, and participates in several nonprofit boards and publishing ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs for individuals and institutions, including personalized financial planning supported by firm-approved tools and analyses.

Amy Stumpe is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and previously worked at the Lauderdale County Revenue Commissioners Office. Prior to her advisory career, she was employed at Fluor and spent several years as a homemaker. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but does not offer individual security recommendations as part of standalone planning.