Phoenix, AZ East Camelback Road Office

Christopher Lapaglia is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Alexa Nicholson is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previously worked at Private Advisor Group, LLC and LPL Financial. Outside of finance, her background includes roles in hospitality and marketing, such as at Wildberry Cafe and AM Marketing Group. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by structured discovery conversations and advanced modeling tools.

Louis Gatchell II is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and models to support client outcomes while generally acting in an advisory capacity.

Trish Tallini is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at RBC Capital Markets from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Hannah Phillippi is a financial advisor at Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at UWCPEG, MIT Associates, LLC, and the Arizona Commerce Authority. She is a founder and passive partner of Air Drone Assist Inc., an automotive and transportation-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Paul Farabaugh is a Series 66 licensed financial advisor with Morgan Stanley in Phoenix, AZ, bringing 18 years of industry experience. He previously worked at Merrill for 16 years before joining Morgan Stanley Smith Barney LLC in 2023. Outside of his advisory role, he serves as a managing member and general partner of Crescent Ventures Holdings, LLC, which is involved in investment activities including real estate ownership. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment solutions alongside its planning services.

Stephanie Bregante is a financial advisor at Morgan Stanley with eight years of industry experience. She has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Solium Financial Services, Charles Schwab, and First Convenience Bank. Outside of her advisory work, she is involved in a restaurant and bar business in Phoenix, Arizona. 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 strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Susan Dionne is a financial advisor at Morgan Stanley with 17 years of industry experience, including 12 years with her current firm. She holds a Series 66 designation. Outside of her advisory role, she owns and operates Susie G Consulting, a business focused on self-development teaching, coaching, and public speaking on topics such as emotional intelligence, confidence, motivation, and self-esteem. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Kyle Backus is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 designation and 15 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 2011. Outside his advisory role, he is involved as a managing member of Millenial Monopoly L.L.C. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers investment services alongside corporate financial planning solutions.

Traci Marchi is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Taylor Jeffers is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2018, including work with Morgan Stanley Private Bank, N.A. outside the advisory role, as well as prior experience in the retail and electrical industries. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory services and financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques but does not provide individual security recommendations as part of its standalone planning services.

Shannon Long is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2026, Shannon worked at RBC Capital Markets, LLC for three years and was involved in the hospitality industry as a part-time bartender at GenuWine Arizona, a wine bar in downtown Phoenix. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Brian Kordansky is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves on the advisory board of the Phoenix Art Museum. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and serving approximately $2.74 trillion in client assets.

Emily Buehler is a financial advisor at Morgan Stanley in Phoenix, AZ, holding a Series 66 credential with 22 years of industry experience. Her prior roles include positions at LPL Financial, BMO Harris Financial Advisors, CETERA Advisor Networks, and Wells Fargo affiliates. 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, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools.

Dana Unverferth is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 66 and Series 63 licenses and having five years of industry experience. Her background includes roles at Morgan Stanley Smith Barney, Oppenheimer, Strategic Tax Planning, and State Farm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.