Green Bay, WI Office

Stacie Rosera is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, she was with Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery processes and firm-approved planning tools, serving a broad range of client needs through both direct and employer-sponsored arrangements.

Kathy Noll is a financial advisor at Morgan Stanley with 27 years of industry experience. Her career includes roles at Robert W. Baird, BMO Harris Financial Advisors, and M&I Brokerage Services. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jon Bartol is a financial advisor with Morgan Stanley in Green Bay, Wisconsin, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns rental properties in Michigan. 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 firm-approved tools and investment research.

James Arett is a Series 66 registered financial advisor at Morgan Stanley with two years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, N.A., and a period outside the financial industry with Lizer Landscape. He also has a background involving time at the University of Tennessee. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Ryan Meyer is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously spent 12 years at Kimberly-Clark Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a 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 utilizing firm-approved tools and modeling techniques.

Shawn Gehm is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 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 serving both individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Thomas Peebles is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Jeffrey Altenhof is a Series 66 registered advisor with Morgan Stanley in Green Bay, WI, bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a sole proprietor of a rental property in Kaneohe, Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 modeling in its financial planning process.

Lukas Van Lankvelt is a financial advisor at Morgan Stanley in Green Bay, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at BLC Community Bank for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes the use of firm-approved tools and scenario modeling.

Chad Klaubauf is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 license and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

Corey Coonen is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and bringing 18 years of industry experience. He has worked with Morgan Stanley since 2007 and has been part of Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with the Knights of Columbus in Madison, Wisconsin, a fraternal organization engaged in disaster relief and youth assistance. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored planning agreements.

Brian Amundson is a financial advisor at Morgan Stanley in Green Bay, WI, holding Series 63 and Series 66 licenses with 13 years of industry experience. He worked at Thrivent Financial and Thrivent Investment Management Inc. for seven years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 utilizes structured planning tools and modeling techniques in its financial planning process.

Kevin Baranczyk is a financial advisor with Morgan Stanley in Green Bay, WI, holding CFP® and ChFC® designations and with 28 years of industry experience. His career includes positions at Bmo Harris Financial Advisors and Bmo Harris Bank from 2012 to 2021, as well as LPL Financial before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and corporate financial planning agreements.

Melanie Graff is a Certified Financial Planner (CFP®) with 27 years of experience in the financial services industry. She is currently with Morgan Stanley in Green Bay, WI, having held roles at Morgan Stanley Private Bank and Fidelity Brokerage Services, with a decade at Transamerica prior to that. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets and employing structured planning tools to support client goals.

Nancy Loberger is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 63 designation and having 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as treasurer for the Green Bay Exchange Club, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.