Park City, UT West Ute Boulevard Office

Michael Ruzek is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including at Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole proprietor of PowderBuoy, a publishing and retail business based in Park City, Utah. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and advanced modeling tools to support client strategies and serves clients through both direct and employer-sponsored financial planning arrangements.

Alejandro Malespin is a financial advisor with Morgan Stanley in Park City, UT, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as a passive director in a family-owned law firm in Managua, Nicaragua. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, and it offers both direct client plans and corporate financial planning agreements.

Mark Banholzer is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2015. Outside of his advisory role, he serves as a trustee and co-trustee for a trust based in Greenville, South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including financial planning services that utilize firm-approved tools and methodologies such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning solutions.

Melanie Hanna is a financial advisor with Morgan Stanley in Park City, UT, holding Series 63 and Series 65 licenses and bringing three years of industry experience. She has been with Morgan Stanley since 2011. Outside of her advisory role, she operates a small boutique horse breeding business called Hana Oaka Arabians. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.

David Taylor is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Outside of advising, he is a partner and manager of an LLC established as an asset protection vehicle for a vacation property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured financial planning tools and a broad suite of retail and institutional investment options.

Max Burgin is a financial advisor with Morgan Stanley in Park City, UT, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Clearing, Fidelity Investments, and various non-financial organizations. 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 supported by firm-approved tools and modeling techniques.

Daniel Platt is a financial advisor with Morgan Stanley in Park City, UT, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and at Morgan Stanley Private Bank, N.A. since 2019. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Angela Phillips is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a partner in Sea Action LLC, a business involving sailboats. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Tracy Pati is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2016 and 2017, respectively. Outside of finance, she has been involved in coaching lacrosse at the University of Utah and with Utah women's lacrosse organizations. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools to support client goals.

Kevin Shields is a financial advisor with Morgan Stanley in Park City, UT, holding the Series 63 and Series 66 designations and bringing 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018, preceded by two years at Goldman Sachs & Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs with an emphasis on tailored financial planning supported by firm-approved tools and methodologies.

Brian Kahn is a financial advisor with Morgan Stanley in Park City, UT, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2013 and is also involved in educational activities, including teaching fundamental and technical analysis and trading psychology at the University of Utah’s Adult Education program. Additionally, he volunteers as an event planner for Park City Green Drinks, a community group focused on green lifestyle topics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Dennis Madden is a CFP® credentialed financial advisor with Morgan Stanley in Park City, UT, with 23 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Alejandro Malespin is a financial advisor with Morgan Stanley in Park City, UT. He holds a Series 66 designation and began his advisory career at Morgan Stanley in 2026. Prior to joining the firm, he worked at Foothill Montessori of Salt Lake for three years and has experience in education and the hospitality industry. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and research.

Sandra Berglund is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.