Newport News, VA Town Center Drive Office

William Jarrett is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, Jarrett serves on the finance committee of Here for the Girls, a health and welfare organization based in Williamsburg, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by advanced modeling tools and serves clients through both direct and corporate agreements.

Gary Bonnewell is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he participates in public speaking engagements for non-profit organizations and serves on the advisory board of the Hampton Roads Community Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, utilizing firm-approved tools and investment committee guidance to support tailored planning solutions.

Arturo Medina is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he contributes as a pro bono project analyst for the Peruvian government's Ministerio de la Producción, focusing on evaluating startup programs to diversify the economy. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured discovery processes and planning tools and offers various investment and planning services without individual security recommendations as part of standalone financial planning.

Judah Stephens is a financial advisor at Morgan Stanley in Newport News, VA, with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Centient1 and Fidelity Investments. 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 financial planning that leverages structured discovery processes and firm-approved tools to support tailored client plans.

Edward Spencer is a financial advisor at Morgan Stanley with 28 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, as well as Citigroup Global Markets since 2006. Outside of his advisory role, he serves on the Endowment Committee of the Virginia Living Museum. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and estate strategies supported by structured processes and firm-approved tools.

Melvin Mc Fall is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Morgan Stanley in Newport News, VA. He has five years of industry experience, including prior roles at Edward Jones and longstanding involvement with The Real Estate Book and M.W. McFall, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients both directly and through corporate financial planning agreements.

Edward James is a Series 66-licensed financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney 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 range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Matthew Montgomery is a financial advisor with Morgan Stanley in Newport News, VA, holding a Series 66 designation and 18 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, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct client relationships and corporate financial planning agreements.

Catherine Springer is a financial advisor with Morgan Stanley in Newport News, VA, holding a Series 66 designation and five years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Wells Fargo, and Edward Jones Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Shawn Neighbor is a financial advisor with Morgan Stanley in Newport News, VA, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in real estate investment and property management in Hampton and Williamsburg, VA. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and serves a broad client base through various retail and institutional offerings.

Charles Spencer III is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Spencer holds the Series 63 and Series 65 designations. Outside of his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools.

Hannah Weaver is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research, Lincoln Financial Securities, and Integrity Financial Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Ashley Reeves is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 66 and Series 63 licenses and having 11 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Wells Fargo Clearing from 2017 to 2021 and Valic Financial Advisors from 2015 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee analyses.

Joseph Clayton is a financial advisor with Morgan Stanley Wealth Management in Newport News, VA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he performs as a musician in a band that plays Jimmy Buffett songs and similar genres. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 a structured planning process supported by firm-approved tools and research.

Katy Hampton is a financial advisor with Morgan Stanley in Newport News, VA, holding a Series 66 designation and 18 years of industry experience. She has been 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 advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment solutions.