Franklin, TN Meridian Boulevard Office

Lee Slotnik is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley, he worked at International Business Machines from 2011 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Caden Patel is a financial advisor with Morgan Stanley based in Franklin, TN. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Vanderbilt University, GoldBook Financial, Mobius Ventures, Goldman Kurland & Miraglia LLC, and Nordstrom, Inc. 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 supported by structured discovery processes and firm-approved tools.

Elliott Gruber is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment services including wrap programs and relationships with private funds and commodity pools.

John Sant Amour Jr. is a financial advisor at Morgan Stanley with 36 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. He serves on the advisory board of the Murfreesboro Water and Sewer Department in Tennessee. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, combining financial planning and investment services supported by a structured planning process and firm-approved tools.

Lauren Wilson is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Berkeley Research Group and held roles at Vanderbilt Owen Graduate School of Management and the Miss Alabama Organization. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and operates with a broad suite of retail and institutional investment services.

Evan Forte is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley since 2008 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Jennifer Morris is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo Clearing, Kestra Advisory, Raymond James Financial Services, and SageSpring Wealth Partners. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include comprehensive planning through its Financial Advisors and Estate Planning Strategies Group.

Jeanne Lynn is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

James Parker is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides its services directly and through corporate financial planning agreements.

Andrew Grad is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, Uber Technologies, Robert Half, Ottimo Resources, and ABM Industries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs that incorporate firm-approved planning tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and financial services.

Jessica Kerr is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Morgan Stanley since 2009. Outside of her advisory role, she is the owner of J.Ashley Photography. Morgan Stanley Wealth Management provides a range 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 includes structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Ivie Burns II is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Kevin Riskevich is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 65 registrations and 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He serves on the board of Blue Gray Lodge LLC, a private investment-related company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets.

R Patteson is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is involved as a partner in Vogue Design Partners LLC, a wholesale and distribution business based in Nashville, Tennessee. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and investment modeling techniques to support client financial goals.

Nicholas Highberger is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he operates Ohana GTR, an online shop selling car-themed apparel and goods. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market models.