Jackson, WY Office

John Piper is a financial advisor with Morgan Stanley in Jackson, Wyoming, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to develop tailored plans.

Thomas Mccann Jr. is a financial advisor with Morgan Stanley in Jackson, Wyoming, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Mccann serves on the board and investment committee of Honoring Our Veterans and is a board member of the Jackson Hole Airport. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services through its Financial Advisors and Estate Planning Strategies Group.

Ryan Bowman is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2006. Outside of his advisory work, he serves on the advisory board of Pikewood National Golf Club, a private golf course in Jackson, Wyoming. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

Karen Keusayan is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, she serves as a personal representative for a family trust. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools.

James Wohlgemuth is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in managing rental property investments. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models to support client financial strategies.

Scott Mcewan is a CFP® and Series 66 licensed financial advisor with Morgan Stanley, based in Jackson, WY, with 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of Patriot Air LLC and an officer of MPN Holdings LLC, both investment-related entities. 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 involves structured discovery conversations and uses firm-approved tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes.

Charles Willis is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017, following a 23-year tenure at Merrill. Willis is also a partner in a family limited partnership focused on estate planning. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using established tools and market projections.

Jared Boldemann is a financial advisor with Morgan Stanley in Jackson, Wyoming, holding a Series 66 designation and with 23 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved in property management as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning using proprietary tools and serves clients through both direct and employer-sponsored arrangements.

Joseph Castagnola is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019, following eight years at Bank of America and two decades at Merrill. Castagnola serves on the board and finance committee of the UC Davis Foundation. 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 process incorporates structured discovery conversations and firm-approved tools without offering individual security recommendations as part of standalone plans.

Barry Cohen is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, Bank of America, and Merrill. Cohen is also the owner of Michael Cohen Family LLC, an investment-related business based in Albany, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a variety of advisory programs, including tailored financial planning that employs firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment products.