New Albany, OH Office

Kathryn Kahn is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Prior to this, she spent 30 years with N.A. Property, Inc. Kathryn serves on the Investment Committee of The Columbus Jewish Foundation, a nonprofit focused on children, youth, and religious causes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

James Simpson is a financial advisor with Morgan Stanley in New Albany, OH, holding a Series 66 designation and with six years of industry experience. He has been with Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A., and previously worked at Nissan/North from 2014 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Karin Aey is a financial advisor with Morgan Stanley, holding a Series 66 designation and 31 years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent eight years at UBS Financial Services Inc. 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, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Patrick Dundon is a financial advisor with Morgan Stanley, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at KPMG LLP for six years and The Royal Bank of Scotland for three years. He is based in New Albany, Ohio. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Michael Platte is a financial advisor with Morgan Stanley in New Albany, Ohio, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2019. Outside of his advisory role, he is involved in several real estate ventures as a partner and managing member. Morgan Stanley Wealth Management offers a wide 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 services both directly to individuals and through Corporate Financial Planning agreements with employers.

Jeffrey Simpson is a financial advisor with Morgan Stanley in New Albany, Ohio, holding Series 63 and Series 65 credentials and over 38 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at UBS Financial Services for 12 years. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs, including tailored financial planning supported by firm-approved tools and an investment committee’s return estimates. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.