Kihei, HI Office

William Allison Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Merrill and Bank of America, totaling over 35 years before joining Morgan Stanley. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing 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 primarily in an advisory capacity.

Timothy Jernigan is a financial advisor with Morgan Stanley in Kihei, HI, holding a Series 66 designation and possessing 26 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a manager for Jernigan Family Holdings LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.