Park City, UT Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

9

Of 23,178 advisors across 1,023 offices

Location

Park City UT

Advisors at this office

9

Advisors at this office

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Michael B

Series 63, Series 65

Park City, UT

Morgan Stanley

Michael Butt is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Matthew S

Series 65, Series 66

Park City, UT

Morgan Stanley

Matthew Sonder is a financial advisor with Morgan Stanley in Park City, UT, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. He has been with Morgan Stanley and 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.

General estate planning guidance
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Michael E

Series 63, Series 65

Park City, UT

Morgan Stanley

Michael Engel is a financial advisor with Morgan Stanley in Park City, Utah, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley and its related entities since 2009. Outside of his advisory role, he is the sole proprietor of two retail and online store businesses, Engel Entertainment, LLC and Trinidad Charlie, LLC. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm‑approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

General estate planning guidance
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James M

Series 63, Series 65

Park City, UT

Morgan Stanley

James Meek is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by advanced modeling tools and a structured discovery process.

General estate planning guidance
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Neil N

Series 63, Series 65

Park City, UT

Morgan Stanley

Neil Napoleon is a financial advisor with Morgan Stanley in Park City, UT, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analytical models to support its financial planning process.

General estate planning guidance
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Steven L

Series 66

Park City, UT

Morgan Stanley

Steven Lauder is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a 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 serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Chris K

CFP®, Series 63, Series 65

Park City, UT

Morgan Stanley

Chris Kidd is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with Morgan Stanley in Park City, Utah. His career includes tenures at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and broad investment resources.

General estate planning guidance
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Stephen G

Series 63, Series 65

Park City, UT

Morgan Stanley

Stephen Guttenberg is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Outside of advising, he is the owner of an LLC that manages condo rentals at the Ocean Reef Club. 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 strategies. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process supported by proprietary tools and models.

General estate planning guidance
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Jules R

Series 63, Series 66

Park City, UT

Morgan Stanley

Jules Rousseau is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 credentials and has 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets beginning in 1993. Outside his advisory role, Rousseau serves on the Investment Committee and Finance Committee for the Catholic High School Foundation in Baton Rouge. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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