Rochester, MI Office

Peter Samurkas is a Series 66-licensed financial advisor with Morgan Stanley in Rochester, MI, where he has worked since 2022. He has four years of industry experience, including prior roles at Hantz Financial Services and positions at Oakland University and Michigan State University. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and modeling tools to support client decision-making, with an emphasis on advisory services rather than individual security recommendations.

Michael Bisbikis is a financial advisor at Morgan Stanley in Rochester, MI, holding a Series 66 credential. He has experience working at United Wholesale Mortgage and taught at both Northwood University and Lamphere High School prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, focusing on tailored financial planning supported by firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Craig Balter is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Rochester, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Andrew Dafoe is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Joe's Quality Construction. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analytic models. The firm manages approximately $2.74 trillion in client assets and provides services that extend from direct individual plans to corporate financial planning agreements.

Jessica Fitzgerald is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 license and having 23 years of industry experience. She has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of her advisory work, she serves on the advisory board of MissionSquare Retirement, a nonprofit organization. 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 processes and firm-approved tools.

Logan Oates is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 designation and two years of industry experience. He has been with Morgan Stanley since 2021. Outside of his advisory role, he is involved as a sales and marketing contractor for an online retail business on Etsy, Inc. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in assets and offers comprehensive investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Amanda Henderson is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Outside of her advisory role, she owns and operates Henderson Homestead, a retail and online store based in Saint Clair, Michigan. 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 a structured planning process supported by advanced modeling tools.

Matthew Sebastian is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to his financial services career, he was employed at Novo Nordisk for nine years. Outside of finance, he is a partner in Sebastian Tree Farm, an agricultural business in Casco, Michigan. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and scenarios. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both standard wealth management and specialized investment strategies.

Valentine Koch is a CFP® professional with six years of industry experience, currently affiliated with Morgan Stanley in Rochester, MI. His prior experience includes roles at Raymond James & Associates Inc. and the University of Michigan Ross School of Business. Morgan Stanley Wealth Management serves individual and institutional clients by providing comprehensive financial planning and advisory services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and integrates broad investment offerings through its Financial Advisors and Estate Planning Strategies Group.

Bradley Batur is a financial advisor with Morgan Stanley based in Rochester, MI, holding Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning approach supported by proprietary tools and market simulations.

Eric Chandler is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate agreements.

Bruce French Jr. is a financial advisor with Morgan Stanley in Rochester, Michigan, holding Series 63 and Series 65 registrations and possessing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He also serves as a trustee or co-trustee for a trust in Oxford, Michigan, involving investment decisions and estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Morgan Wolfe is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously worked at Central Michigan University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Jennifer Michalski is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 designation. She has experience working with several firms since 2020, including Planning Alternatives and Hoover & Associates. Prior to her advisory roles, she held positions in diverse sectors such as retail at Home Depot and at the University of Hawaii at Manoa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.