Omaha, NE California Street Office

Cathleen Morrison is a financial advisor at Morgan Stanley with 12 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and was previously with COR Clearing LLC from 2013 to 2017. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies as part of its financial planning process.

Andy Jacobitz is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank. Outside of his advisory work, he engages in freelance writing and serves on the finance committee of the FarmHouse Foundation, as well as holding board roles with the Nebraska Committee for Children and Youth and Creative Fleurs. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Aron Huddleston is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. 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 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 market analysis.

Chase Pflueger is a CFP® with 17 years of industry experience, currently with Morgan Stanley in Omaha, NE. He previously worked at Edward Jones for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. Outside of his advisory role, he owns and operates Pflueger Management LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including personalized financial planning. The firm employs structured planning tools and various investment strategies while providing services primarily in an advisory capacity.

Eric Grossjung is a financial advisor with Morgan Stanley in Omaha, NE, holding the Series 63 and Series 66 designations and bringing 36 years of industry experience. His career includes over two decades at Oppenheimerfunds Distributor, Inc. before joining Morgan Stanley in 2019, where he has also been affiliated with Morgan Stanley Private Bank since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

William Carver is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 63 designation and bringing 50 years of industry experience. His career includes positions at Citigroup Global Markets from 1993 to 2009, followed by roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and strategies developed by their Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services that combine broad investment offerings with specialized financial planning processes.

Amy Fritch is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at Mariner Wealth Advisors and Orion Advisor Technologies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its advisory services.

James Robinson is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. 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 and manages approximately $2.74 trillion in client assets.

Jennifer Kortright is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Joint Financial and Edward Jones. She is a minority member of Joint Financial LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques.

Leona Mitchell is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and models to support its financial planning process.

Timothy Bastian is a financial advisor at Morgan Stanley with 24 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and also serves as an adjunct instructor at Creighton University. Additionally, he is involved in community education through a finance committee role at Mount Michael Benedictine School. 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, emphasizing structured financial planning and a variety of investment solutions.

Adam Hess is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2023, with prior experience at Charles Schwab and TD Ameritrade. Outside of his advisory role, he is the sole proprietor of TranquilTalk LLC, a technology business based in Elkhorn, Nebraska. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through employer-based agreements.

Joshua Cantrell is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., TD Ameritrade, and Team J Sales and Marketing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety 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 planning process supported by firm-approved tools and modeling techniques.

Alvin Zach is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 63 designation and 33 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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 manages approximately $2.74 trillion in client assets.

Justin Humphrey is a Series 66-registered financial advisor with Morgan Stanley in Omaha, NE, with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JEO Consulting Group and served in the U.S. Air Force. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using proprietary tools and modeling techniques, serving clients through both direct and corporate channels.