Roanoke, VA Office

Daniel Lawson is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 credential and has previously worked at Equitable Advisors, LLC and Edward Jones. Outside of finance, he has experience in education and youth sports, including roles at Radford University and NET Elite Baseball. 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 discovery processes and advanced modeling tools.

Katherine Rand is a financial advisor with Morgan Stanley in Roanoke, VA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she owns and operates Mountain Pass Stables LLC, an agricultural business focusing on leasing farm space for an equestrian riding program. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Cynthia Conner is a financial advisor with Morgan Stanley in Roanoke, VA, holding a Series 66 designation and 25 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and previously held roles at Bank of America and Merrill from 2014 to 2017. Outside of her advisory work, she is the owner of Breezy Heights LLC, a business involved in managing rent collections and bill payments. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations in its process.

David Ellis Jr. is a financial advisor with Morgan Stanley in Roanoke, VA, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved as an owner of Oak Hill Farms LLC and a partner in DME Properties LLC, both investment-related ventures in Virginia. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning and investment advisory services supported by firm-approved tools and research.

William Pratt is a financial advisor at Morgan Stanley with eight years of industry experience. His prior roles include positions at Primerica Financial Services and UBS Financial Services. Outside of his advisory work, he serves on the Virginia Tech Football Chain Crew during home games. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach incorporates structured financial planning tools and modeling techniques, serving clients through both individual and corporate agreements.

Shawn McMahon is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. McMahon serves on the Finance Committee of Community Housing Partners in Christiansburg, Virginia. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Gabrielle Poulton is a financial advisor with Morgan Stanley in Roanoke, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Davenport & Company LLC and Ameriprise Financial. Before entering the financial services industry, she spent several years in education, including roles at Roanoke College and Patrick Henry High School. 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 focused on tailored financial planning, supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Jodie Wertz is a financial advisor at Morgan Stanley in Roanoke, VA, holding a Series 63 designation with 15 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, Wertz serves as a board member on the Virginia Department of Social Services Parent Advisory Council, where she shares her family’s experiences with the department. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning with firm-approved tools and investment modeling, focusing on advisory services without individual security recommendations as part of standalone plans.

Joshua Mattox is a financial advisor with Morgan Stanley in Roanoke, VA, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he is involved in property management and real estate partnerships in Virginia. 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 a structured planning process.

Kenneth Robison II is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the Boys Home of Virginia and the Episcopal Diocese of Southwest Virginia, where he participates in finance and investment committees. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, utilizing structured planning tools and modeling techniques to support tailored financial strategies.

Thomas Dunkenberger Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2000. Outside of his advisory work, he is the owner of Long Hollow LLC, a holding company based in Roanoke, VA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and market analysis techniques.

Stephen Waskey is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services utilizing structured tools and models, managing approximately $2.74 trillion in client assets.