Memphis, TN Poplar Avenue Office

Cheryl Catron is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Banc of America Investment Services. Since 2022, she has been with Morgan Stanley Smith Barney LLC in Memphis, TN. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to model financial outcomes.

Parker Lewallen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved planning tools.

Charles Montgomery is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, Citigroup Global Markets from 2004 to 2009, and UBS Financial Services in 2004. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Sara Scheck is a financial advisor with Morgan Stanley in Memphis, TN, holding a Series 63 designation and 22 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2014, including roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals 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 uses structured planning tools and modeling techniques as part of its financial planning process.

Julia Schap is a financial advisor with Morgan Stanley in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and models such as Monte Carlo simulations.

Becky Bridgmon is a financial advisor with Morgan Stanley in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques through its Financial Advisors and Estate Planning Strategies Group.

Kelsey Taylor is a financial advisor with Morgan Stanley in Memphis, TN, holding a Series 66 designation and with nine years of industry experience. Taylor previously worked at Wells Fargo Clearing and Creative Co-op, Inc. before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Austin Whitley is a financial advisor at Morgan Stanley in Memphis, TN, holding a Series 66 designation with six years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Mississippi State University. 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, managing approximately $2.74 trillion in client assets.

Candace Plunkett is a financial advisor at Morgan Stanley in Memphis, TN, with 16 years of industry experience. She has held her current position since 2013 and holds Series 63 and Series 66 designations. 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, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Walter Powell II is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the sole proprietor of Hopkins Farms, an agricultural business in Brownsville, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and proprietary planning tools.

Lisa Rucker is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following previous roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client agreements and corporate financial planning arrangements.

Ryan Gillin is a financial advisor at Morgan Stanley with 22 years of industry experience. He has held positions at Morgan Stanley since 2015, following six years at Barclays Capital Inc. and three years at Lehman Brothers Inc. Gillin holds the Series 66 designation and is based in Memphis, TN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved tools in its financial planning process.

Gary Hinson Jr. is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Wells Fargo Clearing. He is based in Memphis, TN. Morgan Stanley Wealth Management serves 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 a structured financial planning process using approved tools and market simulations.

Samuel Powell is a financial advisor at Morgan Stanley in Memphis, TN, holding a Series 66 designation with one year of industry experience. His career includes roles at Morgan Stanley and prior positions in various organizations including Smith and Nephew and the University of Tennessee. 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 supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

John Ross is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation, as well as Series 63 and Series 65 licenses. Ross has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.