Huntsville, AL Office

Michel Denis Jr. is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is the sole owner of Domaine South and CHUK, private retail businesses offering gifts, wine, and kitchen goods. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers investment programs that include diverse retail and institutional solutions.

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.

Sonja Lamar is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and nine years of industry experience. She has been with 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 is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery and advanced modeling tools.

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.

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.

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.

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.

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.

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.

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.

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.

Susan Elizabeth Howard is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Urology Centers of Alabama, Huntsville Utilities, and Samford University. Morgan Stanley Wealth Management serves 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 modeling techniques.

William Keene is a Series 66-licensed financial advisor with Morgan Stanley, based in Huntsville, AL. He has been with Morgan Stanley since 2025, including a role at Morgan Stanley Private Bank, N.A. He previously worked as a self-employed Medicare insurance broker and has held various roles in different industries. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and corporate financial planning agreements.

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.

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.