Portland, OR South West 9th Avenue Office

Ryan Coussens is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2023. Outside of his advisory role, he is employed at Mt Hood Meadows and is involved with the Multnomah Athletic Club in Portland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

James Schenk is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner in Sherrett Street LLC, a property management business in Portland, Oregon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm employs a structured planning process using firm-approved tools and manages approximately $2.74 trillion in client assets.

Alexander Blank is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked within various Morgan Stanley entities since 2013, including the Private Bank and Smith Barney divisions. 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 financial planning services, utilizing structured planning tools and a global investment committee’s analyses to support client outcomes.

William Scott is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2007 and currently serves as President of the Fairway Village Home Owners Association and Chairman of the 70th Infantry Division Association. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers both direct and corporate financial planning solutions.

Melanie Graves is a financial advisor at Morgan Stanley in Portland, OR, holding Series 63 and Series 66 credentials with 11 years of industry experience. Her career includes positions at RBC Capital Markets Corporation and Morgan Stanley, where she has worked since 2020. 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 a structured planning process utilizing firm-approved tools and market scenario modeling.

Richard Grimshaw is a financial advisor at Morgan Stanley in Portland, Oregon, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. His prior experience includes roles at Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. Grimshaw serves on the Investment Committee of the Episcopal Diocese of Oregon. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through a broad array of retail and institutional offerings.

Eric Christofferson is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 license and bringing 14 years of industry experience. His prior roles include positions at UBS Financial Services, Wells Fargo Clearing, and Northwestern Mutual Investment Management. Outside of his advisory work, he serves as a ski coach at the Multnomah Athletic Club and is a board member of the Cascade Ski Club & Lodge. 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 a structured discovery process.

Lesley Pickens is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 designation and 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC 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 range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Bryan Betita is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC for 13 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, serving clients through both direct and corporate financial planning arrangements.

Ken Anderson is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 license and 18 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is a musician and member of the basketball pep band at the University of Portland. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on 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 both direct and employer-linked financial planning services.

Samuel Watry is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Morgan Stanley since 2011 and also works with Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Bonnie Haslett is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Morgan Stanley since 2009, including her current role at 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 supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Annette Kendall is a financial advisor at Morgan Stanley with nine years of industry experience. She previously worked at First Republic Bank and First Republic Securities Company, LLC before joining Morgan Stanley in 2023. Kendall serves as Board Secretary and is a member of the Campaign Cabinet for Willamette Falls Trust, a nonprofit focused on art, culture, environmental, and land preservation efforts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Brent Carlson is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with 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 with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by proprietary tools and modeling techniques.

Grant Thornton is a financial advisor at Morgan Stanley based in Portland, OR, holding Series 65 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Fidelity Investments and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by firm-approved planning tools and analysis from its Global Investment Committee.