Johns Island, SC Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

3

Of 23,178 advisors across 1,023 offices

Location

Johns Island SC

Advisors at this office

3

Advisors at this office

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Megan S

Series 66

Johns Island, SC

Morgan Stanley

Megan Schieber is a financial advisor with Morgan Stanley, holding a Series 66 designation and having four years of industry experience. She previously worked at Merrill from 2015 to 2023 before joining Morgan Stanley Smith Barney LLC. 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 conversations and firm-approved tools.

General estate planning guidance
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Roger M

Series 66

Johns Island, SC

Morgan Stanley

Roger Mulhern is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He holds a Series 66 designation. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone planning services.

General estate planning guidance
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Robert H

Series 63, Series 65

Johns Island, SC

Morgan Stanley

Robert Hugli is a financial advisor with Morgan Stanley in Johns Island, SC, holding Series 63 and Series 65 licenses and possessing 57 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. 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 planning tools and a comprehensive investment approach.

General estate planning guidance
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