Hunt Valley, MD Office

Jonathan Wheeler is a financial advisor at Morgan Stanley in Hunt Valley, MD, holding a Series 66 designation with 11 years of industry experience. His prior work includes roles at Bank of America, Merrill, and multiple positions within Morgan Stanley and its related entities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Malcolm Steigerwald is a Series 66-licensed financial advisor with Morgan Stanley in Hunt Valley, MD, bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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, 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 modeling techniques.

Alex Humphries is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 a structured planning process that integrates advanced modeling tools, though clients are responsible for implementing and maintaining their plans.

David Seifert is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a trustee or co-trustee for several trusts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, with a financial planning process based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Suzanne Yoder is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and the use of firm-approved planning tools, with a range of investment and financial services.

Robert Sitton Jr. is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2017 and previously held roles at SunTrust Advisory Services and SunTrust Investment Services. Outside of his advisory work, he is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages trillions in client assets and provides services through Financial Advisors and specialized estate planning groups.

Philip Lee is a CFP® professional with 28 years of experience in financial services, currently serving at Morgan Stanley in Hunt Valley, MD. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, employing a structured planning process supported by firm-approved tools and modeling techniques.

Sebastian Buonato III is a financial advisor at Morgan Stanley with 36 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member for the Howard County Youth Hockey Club in Columbia, Maryland. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and managing approximately $2.74 trillion in client assets.

Scott Shotto is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Morgan Stanley entities since 2007. Outside of his advisory role, he serves as the volunteer chairman of The Citadel in Maryland. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Benjamin Lanser is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at Janney Montgomery Scott LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment products.

Andrew Heyman is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and previously spent eight years at Merrill. He holds Series 65 and Series 63 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its network of Financial Advisors and the Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Jonathan Shimaitis is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2006. Morgan Stanley Wealth Management serves individual and institutional clients offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Kelly Williams is a Series 66-licensed financial advisor with Morgan Stanley in Hunt Valley, MD, and has seven years of industry experience. She has been with Morgan Stanley since 2013, including a brief period working outside the financial sector in 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes a structured discovery process and planning tools that employ Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Merri Toulas is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding Series 63 and Series 66 licenses and totaling 31 years of industry experience. She previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. Outside her advisory role, she operates a sole proprietorship involved in art and culture investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and methodologies, including Monte Carlo simulations and secular return estimates.

Roy Longanecker III is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.