Montgomery, AL Office

Travis Winn is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012, also working with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Julie Wright is a financial advisor at Morgan Stanley in Montgomery, AL, with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and utilizes advanced modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Thomas Adent II is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2014 and previously at Morgan Stanley Private Bank, N.A. from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including financial planning and estate planning services. 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.

Paul Winn is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following seven years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by firm-approved tools and serves clients through both direct relationships and corporate financial planning agreements.

Duncan Mcinnes is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Hunter Groce is a financial advisor with Morgan Stanley in Montgomery, AL, holding a Series 66 designation and ten years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools like Secular Return Estimates and Monte Carlo simulations.

Stuart Patton is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding a Series 63 designation and having 44 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Patton is also a board member of the Montgomery Lions Club. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools, offering advisory services without individual security recommendations in standalone plans.

George Mccurdy Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wells Fargo Clearing and Citigroup Global Markets before joining Morgan Stanley Private Bank in 2015. He has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and models.

Krisie Stakely is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and beginning her advisory career in 2025. She previously worked at KPMG from 2018 to 2025 and at the University of Alabama from 2013 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm uses structured planning tools and modeling techniques to support its financial planning process and manages approximately $2.74 trillion in client assets.

Hannah Hensley is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, Bbva Securities, Bbva Compass Insurance Agency, and COMPASS Bank. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering tailored financial planning and a range of investment services.

Richard Blondheim is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the owner of Joy to Life Publishing, LLC, which produces a quarterly magazine, and serves as Vice President of the Agudath Israel Etz Ahayem Synagogue and as a board member and founder of the Joy to Life Foundation, a nonprofit organization focused on fundraising and marketing. 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 supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets.

Elizabeth Gross is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding a Series 66 designation and bringing 20 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 providing a wide range of advisory programs to individual 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 emphasizes a structured financial planning process supported by advanced modeling tools.

W Oakley is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Oakley holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Daniel Lindsey III is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A., as well as in academic roles at the State University of New York at Albany and Auburn University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Amanda Raney is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, combining tailored financial planning with broad investment offerings. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.