Gilbert, AZ East Rivulon Boulevard Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

145

Of 23,162 advisors across 1,024 offices

Location

400 East Rivulon Boulevard

Gilbert AZ 85297

Advisors at this office

145

Advisors at this office

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Wyatt B

Series 66

Gilbert, AZ

Morgan Stanley

Wyatt Blanco is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, his work history includes roles unrelated to financial advising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

General estate planning guidance
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Drake Paalani W

Series 66

Gilbert, AZ

Morgan Stanley

Drake Paalani Wilson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Bridgecrest. Outside of his advisory work, he owns Nobriga Asset Management LLC, a company involved in SEO and marketing. 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 and financial planning services supported by structured planning tools and investment research.

General estate planning guidance
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Tate S

Series 66

Gilbert, AZ

Morgan Stanley

Tate Schilling is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Enterprise Mobility, Super Express Inc, UPS, and Auto Spa Inc. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through various channels, including individual and corporate financial planning agreements.

General estate planning guidance
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Joseph V

Series 66

Gilbert, AZ

Morgan Stanley

Joseph Vojtech is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Bayview Asset Management, Rocket Mortgage, and Bank of America, among others. 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 with a focus on tailored financial planning supported by structured discovery and firm-approved planning tools.

General estate planning guidance
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Brian B

Series 66

Gilbert, AZ

Morgan Stanley

Brian Bolton is a Series 66-registered financial advisor at Morgan Stanley with 11 years of industry experience. He has worked at Morgan Stanley since 2020 and previously held roles at E*TRADE Securities, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its advisory process.

General estate planning guidance
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Dylan O

Series 66

Gilbert, AZ

Morgan Stanley

Dylan Ollendieck is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His prior work history includes roles at John Deere, Ascentra Credit Union, and TBK Bank Sports Complex. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and research.

General estate planning guidance
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Jonathan P

Series 63, Series 66

Gilbert, AZ

Morgan Stanley

Jonathan Pagan is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds Series 63 and Series 66 licenses and has previous experience at Wells Fargo Clearing, Wells Fargo Bank, Massey Services, and four years of service in the U.S. Navy. He has been with Morgan Stanley since 2026. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Nicholas M

Series 66, Series 63

Gilbert, AZ

Morgan Stanley

Nicholas Moore is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Charles Schwab and E*TRADE Securities. Outside of his advisory work, he manages rental property as a sole proprietor. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment offerings. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

General estate planning guidance
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Hayley F

Series 66

Gilbert, AZ

Morgan Stanley

Hayley Fisher is a Series 66-licensed financial advisor with Morgan Stanley in Gilbert, AZ, where she has worked since 2022. She has three years of industry experience, including prior roles at City National Bank, CBRE, and EF Collection. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery and firm-approved tools, offering services that include but are not limited to estate planning and Monte Carlo simulation modeling.

General estate planning guidance
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Benjamin M

Series 66

Gilbert, AZ

Morgan Stanley

Benjamin Mangels is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with three years of industry experience. His work history includes roles at Russ Lyon Sotheby's International Realty and Next Generation Real Estate, as well as experience with the University of Arizona and Desert Mountain Golf Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Juan R

Series 63, Series 66

Gilbert, AZ

Morgan Stanley

Juan Roman is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Charles Schwab and J.P. Morgan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

General estate planning guidance
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Ryan B

Series 66

Gilbert, AZ

Morgan Stanley

Ryan Bentzen is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has prior experience at RC Wealth Management LLC, where he worked for 10 years, and has held roles at Amazon.com, Inc. and Grand Home Holdings Inc. in recent years. Bentzen has been with Morgan Stanley since 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering customized 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 models to support client financial goals.

General estate planning guidance
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Kristina B

Series 66

Gilbert, AZ

Morgan Stanley

Kristina Buck is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. She has been with Morgan Stanley since 2020 and previously worked at TEKsystems, Inc. and Northern Arizona University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning services using a structured process supported by proprietary tools and offers a range of investment programs.

General estate planning guidance
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Blake H

Series 65, Series 63

Gilbert, AZ

Morgan Stanley

Blake Herring is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses. He has professional experience in various roles including event planning and education prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies in its advisory approach.

General estate planning guidance
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Jennifer F

Series 66

Gilbert, AZ

Morgan Stanley

Jennifer Franco is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, E*TRADE Securities, and Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and economic modeling.

General estate planning guidance
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