Greenville, DE Office

Allison Turner is a financial advisor with Morgan Stanley, holding a Series 66 designation and possessing 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and currently works at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she owns an event planning business focused on various private events. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs that utilize structured discovery processes and firm-approved planning tools.

Jeanie White is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. 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 discovery processes and firm-approved planning tools.

David Benway is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Merrill Lynch, and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides diverse investment and planning services through its integrated platform.

Steven De Carlo is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 designation and with 10 years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent four years at Merrill. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Shallon Febres is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Pamela Whalen is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Merrill and Bank of America. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Paul Bechly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the CFP® and CFA® designations and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Outside his advisory role, he is involved with Bizybiz LLC, a consulting firm, and serves as an arbitration panel member for FINRA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning and utilizing firm-approved tools to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Kevin Brandt is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role 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. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a range of advisory programs and institutional relationships.

Wanying Zhao is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley in 2022, Zhao operated an online business selling cosmetic and electronic products through LPDFZ LLC, which she owns and manages independently. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment programs alongside estate planning and corporate financial planning agreements.

Robert Stofa III is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Continental Finance Company, Corporation Service Company, Wilmington University, and Saint Marks High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenarios in its process.

Felicia Woods is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the finance committee of Toastmasters International in Delaware. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning using firm-approved tools and strategies.

Nathan Moyer is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley in 2022, he had brief roles at Mass Mutual and experience in hospitality and retail businesses. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Keith Kepplinger is a financial advisor at Morgan Stanley with six years of industry experience. He has held roles at Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and J.P. Morgan Securities, among others. Outside of financial advising, he is a passive owner of several outpatient mental health franchises through Ellie Mental Health and High Horse Ventures LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Richard Laird Jr. is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 63 credential and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in landscape and wildlife photography as a sole proprietor and serves as Vice President of the Wilmington Club, where he chairs the House Committee. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers various investment and financial products through its broad network.

Eric Gustafson is a financial advisor with Morgan Stanley in Greenville, Delaware, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and currently works at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and utilizes approved planning tools, offering a range of retail and institutional products and services.