Mobile, AL Office

Roland Killcreas is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley Private Bank, National Association since 2015, following prior tenure at Morgan Stanley Smith Barney beginning in 2009. Outside of his advisory work, he operates a tree farm in Spanish Fort, Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide 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 market simulations as part of its advisory process.

Raeann Stabler is a financial advisor with Morgan Stanley in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley 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 wide range of advisory programs, including tailored financial planning and investment management services.

Sadee Snedigar is a financial advisor at Morgan Stanley with seven years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent nine years at Regions Financial. She holds the Series 66 designation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment programs.

Paul Russell is a financial advisor with Morgan Stanley in Mobile, Alabama, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a current role at Morgan Stanley Private Bank. Outside of his advisory work, he plays guitar in the Dial Street Band. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Francisco D'oliveira is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation and is based in Mobile, Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Anitra Smith is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked for three years at Farmers Insurance and spent nine years with the Archdiocese of Mobile at St. Vincent de Paul Parish. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing structured planning tools and various investment strategies.

Kiera Earls is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has previously worked in a variety of roles including at the University of South Alabama and in the hospitality sector. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools alongside broad investment offerings.

Steven Setterstrom is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market models to support its financial planning process.

John Shields is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Shields serves as a board member of the Athelstan Club and the Community Foundation of South Alabama, and he is the sole proprietor of JMS IP LLC, a recreation and intellectual property venture. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by advanced analytical tools while generally acting in an advisory capacity for clients’ financial plans.

Megan Bruner is a Series 66-licensed financial advisor with Morgan Stanley in Mobile, Alabama, having 12 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015 respectively. Outside of her advisory role, she serves on the finance committee of the Tri Delta Delta Mu Alumnae Group, a fraternal society in Mobile. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides comprehensive financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers structured planning tools alongside a range of investment and estate planning solutions.

Christopher Schatzman is a financial advisor with Morgan Stanley in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm offers financial planning services supported by structured discovery conversations and proprietary tools, managing approximately $2.74 trillion in client assets.

Kellie Eck is a financial advisor with Morgan Stanley in Mobile, AL, holding a Series 66 designation and having five years of industry experience. She has been with Morgan Stanley since 2019 and previously worked for the Foreign-Trade Zone Corporation from 2013 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Lauren Lomax is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2022. Prior to joining Morgan Stanley, she was employed at Farmers Insurance and held roles at the University of South Alabama and Huntingdon College. Morgan Stanley Wealth Management is a 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 employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Randolph Coale is a financial advisor with Morgan Stanley in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Steven Setterstrom Jr. is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with the PGA Tour and several golf-related organizations before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment and financial services through its broad platform.