Holladay, UT Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

24

Of 23,178 advisors across 1,024 offices

Location

6510 South Millrock Drive, Suite 100

Holladay UT 84121

Advisors at this office

24

Advisors at this office

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Drew A

Series 66

Holladay, UT

Morgan Stanley

Drew Armstrong is a financial advisor with Morgan Stanley in Holladay, UT, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and Morgan Stanley Private Bank, N.A. He is also involved with Strykaar, LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and research.

General estate planning guidance
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Nicholas M

CFP®, Series 66

Holladay, UT

Morgan Stanley

Nicholas Marsh is a financial advisor with Morgan Stanley in Holladay, UT, holding the CFP® and Series 66 designations and has 11 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is a member of the Salt Lake Rotary, with involvement in community activities focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved analytical tools but does not offer individual security recommendations as part of standalone planning.

General estate planning guidance
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Darla S

Series 63, Series 66

Holladay, UT

Morgan Stanley

Darla Slagowski is a financial advisor at Morgan Stanley with 29 years of industry experience. She has held her current position since 2009 at Morgan Stanley Smith Barney LLC. Slagowski holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

General estate planning guidance
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Andrew H

Series 66

Holladay, UT

Morgan Stanley

Andrew Harding is a financial advisor with Morgan Stanley in Holladay, Utah, holding a Series 66 credential and 16 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of his advisory work, he is a limited partner in Harding Family Investments LLC, a for-profit business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved planning tools.

General estate planning guidance
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Stephan M

Series 66

Holladay, UT

Morgan Stanley

Stephan Micklos is a financial advisor with Morgan Stanley in Holladay, UT, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of advising, he is a partner in 8 Moose Enterprises, a recreation-focused business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

General estate planning guidance
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Benjamin W

Series 63, Series 65

Holladay, UT

Morgan Stanley

Benjamin Warren is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at E*TRADE Capital Management and E*Trade Securities. He is currently based in Holladay, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Christopher F

Series 63, Series 66

Holladay, UT

Morgan Stanley

Christopher Finlinson is a financial advisor with Morgan Stanley in Holladay, UT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2022 and previously with E*TRADE Capital Management and E*TRADE Securities. 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, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Tracy D

Series 63, Series 66

Holladay, UT

Morgan Stanley

Tracy Duckworth is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she is a partner in Teton 18, a real estate business based in Holladay, Utah. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques as part of its advisory services.

General estate planning guidance
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Jeffrey S

Series 66

Holladay, UT

Morgan Stanley

Jeffrey Schuler is a financial advisor at Morgan Stanley with 3 years of industry experience. He holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, he worked at ARUP Laboratories and Sound Concepts, Inc. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a structured planning process that does not include individual security recommendations as part of standalone plans.

General estate planning guidance
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Michael H

Series 63, Series 66

Holladay, UT

Morgan Stanley

Michael Hollen is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and E*TRADE Capital Management in previous roles. Outside of his advisory work, he is a non-managing member of Three Mutts LLC, a property management business based in Salt Lake City. 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 that utilize structured discovery processes and firm-approved planning tools.

General estate planning guidance
user avatar

Jeffrey H

Series 66

Holladay, UT

Morgan Stanley

Jeffrey Hansen is a financial advisor with Morgan Stanley who holds a Series 66 designation and has eight years of industry experience. He previously worked at Grifols/Biomat USA from 2016 to 2018. Outside of his advisory role, he is involved with Greatest Goods, LLC, an online retail business based in Lehi, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outcome models.

General estate planning guidance
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Cassie A

Series 66

Holladay, UT

Morgan Stanley

Cassie Anderson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., Bank of America, N.A., Merrill, and The Kansas City Steak Company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

General estate planning guidance
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Kevin J

Series 63, Series 65

Holladay, UT

Morgan Stanley

Kevin Johnson is a financial advisor with Morgan Stanley in Holladay, UT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations in standalone plans.

General estate planning guidance
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Kimberly M

Series 63, Series 66

Holladay, UT

Morgan Stanley

Kimberly Mitchell is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She worked at Merrill and Merrill Lynch Pierce, Fenner & Smith from 1993 to 2019 before joining Morgan Stanley Smith Barney LLC in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. 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.

General estate planning guidance
user avatar

Jason A

CFP®, Series 66

Holladay, UT

Morgan Stanley

Jason Andersen is a CFP® with 18 years of industry experience, currently associated with Morgan Stanley. His work history includes roles at J.P. Morgan Securities and teaching experience at Juan Diego Catholic High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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