Grand Blanc, MI Office
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Morgan Stanley
Institution
Firm-wide stats for Morgan Stanley
About
Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.
MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.
Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.
Based on Morgan Stanley
Location
2430 East Hill Road
Grand Blanc MI 48439
Advisors at this office
7
Advisors at this office
Brock C
Series 63, Series 66
Grand Blanc, MI
Morgan Stanley
Brock Cooper is a financial advisor at Morgan Stanley with 20 years of industry experience. His career includes roles at Merrill, TIAA-CREF, and multiple positions within Morgan Stanley and its Private Bank division. 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 a structured financial planning process supported by firm-approved tools and modeling techniques.
Matthew M
Series 66
Grand Blanc, MI
Morgan Stanley
Matthew Maldonado is a financial advisor at Morgan Stanley with six years of industry experience. He previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Huntington National Bank, and held roles at Michigan State University. He also serves in the Michigan Army National Guard. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a variety of investment services.
Mark G
Series 63, Series 66
Grand Blanc, MI
Morgan Stanley
Mark Grantham is a financial advisor with Morgan Stanley Wealth Management in Grand Blanc, Michigan. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, Grantham serves as a basketball and football official for the Michigan High School Athletic Association and is a licensed minister who officiates weddings and funerals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and comprehensive investment research.
Jeanette M
Series 66
Grand Blanc, MI
Morgan Stanley
Jeanette Mayer is a financial advisor at Morgan Stanley in Grand Blanc, MI, holding a Series 66 designation with seven years of prior experience at Edward Jones and additional roles at Global Team Blue and Katz Media Group. She joined Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.
Kurtis M
Series 66
Grand Blanc, MI
Morgan Stanley
Kurtis Mc Mahan is a financial advisor with Morgan Stanley, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones from 2012 to 2024 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his financial advisory work, Mc Mahan serves on several local boards in Davison, Michigan, including the township, community schools, and the country club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing comprehensive advisory programs to individual and institutional clients. The firm utilizes structured financial planning tools and offers a range of investment services, managing approximately $2.74 trillion in client assets.
Phillip G
Series 66
Grand Blanc, MI
Morgan Stanley
Phillip Guerra is a financial advisor with Morgan Stanley, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 13 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in 2025 and 2026, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Pamela W
Series 63, Series 65
Grand Blanc, MI
Morgan Stanley
Pamela Wright is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009, following 15 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and 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 that utilizes firm-approved tools and modeling techniques.
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