Opelika, AL Office

James Bolton is a financial advisor with Morgan Stanley in Opelika, Alabama, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a disciplined investment approach, combining broad retail and institutional offerings with specialized advisory services.

Samuel Neff is a financial advisor with Morgan Stanley in Opelika, Alabama, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Auburn University and Mohawk Industries. Outside of his advisory work, he is the sole proprietor of DJ Services, an entertainment business. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm employs structured planning processes and offers both retail and institutional investment solutions.

Charles Brown Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Brown serves on the Finance Committee of Trinity United Methodist Church in Opelika, Alabama, overseeing the church’s financial donations and disbursements. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and employer-based financial planning agreements.

Susan Caylor is a financial advisor with Morgan Stanley in Opelika, Alabama, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. She previously worked at Merrill and Bank of America, where she spent 15 and 11 years respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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 modeling techniques.

Joni Brackett is a financial advisor with Morgan Stanley in Opelika, AL, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jericho Wilson is a CFP®-certified financial advisor with 16 years of industry experience, currently with Morgan Stanley. His prior roles include positions at Ameriprise Financial Services and Investment Professionals, Inc. In addition to his advisory work, he serves as an adjunct instructor teaching small business finance at Auburn University. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques.

Bryan Blackburn II is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of advising, he is the managing member of Blackburn Properties LLC, a family-owned business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers both retail and institutional investment solutions.