Greenwood Village, CO Office

Jeffrey Nelligan is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves on the Board of Directors for the Boys and Girls Clubs of Denver. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include both advisory and brokerage capabilities.

Karen Thomson is a financial advisor at Morgan Stanley with 16 years of industry experience. She previously worked at J.P. Morgan Securities for nine years before joining Morgan Stanley Smith Barney LLC. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and offers a range of advisory programs supported by structured planning tools and strategies developed by its Global Investment Committee.

Baron Schwaninger is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at Merrill and Charles Schwab & Co., Inc. Outside of his advisory role, he also works part-time as a food delivery driver in Denver. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Mika Woods is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 designations and bringing seven years of industry experience. Prior to joining Morgan Stanley in 2026, Woods worked at Merrill for four years and spent a combined four years at U.S. Bancorp Investments, Inc. and US Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by structured planning tools and firm-approved methodologies.

Michelle Conrardy is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She has been with Morgan Stanley-affiliated firms since 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and modeling tools, offering a range of investment and financial services through its large nationwide platform.

Stephen Branston is a financial advisor at Morgan Stanley in Greenwood Village, CO, holding a Series 66 designation with 12 years of industry experience. He has worked at Morgan Stanley since 2018 and previously spent five years at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and employs approaches such as Monte Carlo simulations to model financial outcomes.

Brian Casey is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling to support client goals.

Megan Obbards is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2019, including six years with Morgan Stanley Private Bank, N.A. She has seven years of industry experience and prior roles at firms including Irvine Company and USC. Outside of finance, she is involved in the restaurant and hospitality industry as an employee at Scileppi's at the Old Stone Church in Colorado. Morgan Stanley Wealth Management serves individual and institutional clients by providing comprehensive advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Amber Kimbley is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 credential and has previously worked at E*TRADE Capital Management, E*TRADE Securities, Bank of America, and Merrill Lynch. In addition to her advisory roles, she is involved with Enchanting Crystals, an entrepreneurial venture she has been associated with since 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, 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 client engagements and corporate financial planning arrangements.

Jordan Winterfeld is a CFP®-certified financial advisor with 19 years of industry experience. He currently works at Morgan Stanley, where he has been since 2020, following prior roles at UBS Financial Services and Invesco Advisers, Inc. 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 supported by structured discovery processes and advanced modeling tools.

Susan Cattand is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Janus Henderson in various roles from 2007 to 2025. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

David Fritz is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Citigroup Global Markets and UBS Financial Services. Outside of his advisory work, he is involved as an officer in a real estate property management business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Lisa Fiore is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations 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.

Ashley Gredys is a financial advisor at Morgan Stanley with seven years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at the University of San Diego from 2013 to 2017. She holds a Series 66 designation. 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 that employs structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Victoria Hill is a financial advisor at Morgan Stanley with 42 years of industry experience. She has been with Morgan Stanley since 2009. Hill holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.