Little Rock, AR Office

Jennifer Carter is a Series 66 licensed financial advisor with Morgan Stanley in Little Rock, Arkansas, and has 19 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

Louis Graham is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with Morgan Stanley and its affiliates since 2007. Graham serves on the board of the Arkansas Council on Economic Education, a nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 services that include both direct client engagements and corporate financial planning agreements.

Jeremy Mcdade is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 1997 to 2023. He serves as a board member for the Bauxite School District in Arkansas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Charles Lincoln II is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

J Barnett is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Barnett serves on the finance committee of the Williams Junction Volunteer Fire Department and is involved in agricultural and oil/energy ventures through Barnett5 LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and model-based tools, offering a range of investment and financial services supported by its broader institutional resources.

Juan Morales is a financial advisor at Morgan Stanley with 14 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients 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 firm-approved tools and market analysis.

Stephen Wheetley is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns a liquor store called Toddy Shop. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm utilizes structured planning tools and investment modeling techniques to support clients, managing approximately $2.74 trillion in client assets.

Joe Locke is a financial advisor with Morgan Stanley, holding CFP®, Series 63, and Series 65 designations and bringing 39 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Angela Crowe is a financial advisor with Morgan Stanley in Little Rock, AR, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at New York Life, Eagle Strategies, Patterson Financial Group, GenWealth Financial Advisors, and Stephens Inc. She also worked at the University of Arkansas at Little Rock. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and emphasizes client responsibility for plan implementation and updates.

Jason Chacko is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Foresee Management Group, a wholesale/distribution business, and serves on the board of Economics Arkansas, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

John Brownd is a Series 66-licensed financial advisor with 12 years of industry experience, currently with Morgan Stanley in Little Rock, AR. His background includes roles at Morgan Stanley Private Bank and First Trust Advisors L.P. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and resources.

Karen Dennis is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and serves clients through various planning and investment strategies.

William Mccoy is a financial advisor with Morgan Stanley Wealth Management in Little Rock, AR, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at UBS Financial Services for 33 years before joining Morgan Stanley Smith Barney LLC in 2023. 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, including tailored financial planning that employs structured discovery processes and advanced modeling tools.

G Mcleod is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member on the finance committee for Mount Saint Mary Academy in Little Rock. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both individual and corporate financial planning engagements.

Tracy Speed is a financial advisor at Morgan Stanley in Little Rock, Arkansas, holding a Series 66 designation with six years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.