Huntsville, AL Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,239

Across 1,021 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

305 Church Street

Huntsville AL 35801

Advisors at this office

45

Advisors at this office

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Michel D

Series 66

Huntsville, AL

Morgan Stanley

Michel Denis Jr. is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 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 the sole owner of Domaine South and CHUK under KJAM, LLC, a private company retailing gifts, wine, and kitchen goods in Huntsville, AL. 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 structured planning processes supported by firm-approved tools.

General estate planning guidance
user avatar

John A

Series 66

Huntsville, AL

Morgan Stanley

John Allen is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Outside of his advisory role, he serves on the Finance Committee Board of the Huntsville Museum of Art. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process using firm‑approved tools and offers services that include both retail and institutional investment options.

General estate planning guidance
user avatar

Sonja L

Series 66

Huntsville, AL

Morgan Stanley

Sonja Lamar is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of her advisory role, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and financial planning services supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides planning through both its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Matthew M

Series 66

Huntsville, AL

Morgan Stanley

Matthew Mantooth is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 designation and totaling one year of industry experience. His work history includes roles at Morgan Stanley and teaching positions at Auburn University and Westminster Christian Academy. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 supported by firm-approved tools and market scenario modeling.

General estate planning guidance
user avatar

Todd M

Series 66

Huntsville, AL

Morgan Stanley

Todd McBride is a Series 66 licensed financial advisor with Morgan Stanley, based in Huntsville, AL. He has 16 years of industry experience, including roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 structured planning tools and models to support its advisory services.

General estate planning guidance
user avatar

Jennifer D

Series 66

Huntsville, AL

Morgan Stanley

Jennifer Dawson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2020 and previously spent eight years at Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

General estate planning guidance
user avatar

Charles J

Series 63, Series 65

Huntsville, AL

Morgan Stanley

Charles Jones is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He is involved in a private company outside of his advisory role. 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 a range of advisory programs supported by structured planning tools and investment modeling techniques.

General estate planning guidance
user avatar

William J

Series 66

Huntsville, AL

Morgan Stanley

William Jones is a Series 66-licensed financial advisor at Morgan Stanley in Huntsville, AL, with one year of industry experience. His background includes roles at Morgan Stanley and positions outside finance at Your Golf Superstore and Tenders Inc. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm-approved tools, serving clients through a broad range of investment and financial products.

General estate planning guidance
user avatar

Terri S

Series 66

Huntsville, AL

Morgan Stanley

Terri Sherrill is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 credential and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including comprehensive financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides both retail and corporate financial planning services.

General estate planning guidance
user avatar

Madeline M

Series 63, Series 66

Huntsville, AL

Morgan Stanley

Madeline Mullins is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank since 2019. Outside of finance, she has worked as a consultant selling home interior products through home shows. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Thomas K

Series 63, Series 65

Huntsville, AL

Morgan Stanley

Thomas Keene is a financial advisor with Morgan Stanley Wealth Management in Huntsville, Alabama. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at UBS Financial Services for 13 years. 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 customized financial planning supported by structured discovery conversations and advanced modeling tools.

General estate planning guidance
user avatar

Susan Elizabeth H

Series 66

Huntsville, AL

Morgan Stanley

Susan Elizabeth Howard is a financial advisor at Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation with five years of industry experience. Her career includes roles at Morgan Stanley since 2021 and prior positions at Urology Centers of Alabama, Huntsville Utilities, Samford University, and Huntsville High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions 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 planning process supported by proprietary tools and research.

General estate planning guidance
user avatar

William K

Series 66

Huntsville, AL

Morgan Stanley

William Keene is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked as a Medicare insurance broker for four years. His background also includes roles at Paper Airplane Inc. and Manufacture Good. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services through various programs without making individual security recommendations in standalone planning.

General estate planning guidance
user avatar

Leslie S

Series 63, Series 65

Huntsville, AL

Morgan Stanley

Leslie Solley is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held her current position at Morgan Stanley Smith Barney LLC since 2009. Leslie holds Series 63 and Series 65 designations. 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 and financial planning services supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Christopher W

Series 66

Huntsville, AL

Morgan Stanley

Christopher Walker is a Series 66-licensed financial advisor with 28 years of industry experience. He is currently with Morgan Stanley, having worked with Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley Smith Barney LLC since 2020. Prior to Morgan Stanley, he was employed at Bank of America, N.A. and Merrill for a combined total of over 20 years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

General estate planning guidance
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