Saginaw, MI Office

Ashlee Miller is a financial advisor with Morgan Stanley in Saginaw, MI, holding a Series 66 designation and having 10 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Anthony Mitus is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked for The Dow Chemical Company for eleven years. He holds the Series 66 designation and serves on the Investment Committee of the Catholic Community Foundation of Mid-Michigan. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery tools and broad investment capabilities.

Kayla Lange is a financial advisor with Morgan Stanley in Saginaw, MI, holding a Series 66 designation and 13 years of industry experience. She has been with Morgan Stanley since 2009 and has worked specifically with Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and economic modeling techniques.

Kelly Herman is a financial advisor with Morgan Stanley in Saginaw, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its process.

Kelly Baumgartner is a financial advisor with Morgan Stanley in Saginaw, MI, holding CFP® and Series 66 designations and bringing 17 years of industry experience. She has been with Morgan Stanley and its affiliates since 2014. Baumgartner serves on the board of the Great Lakes Bay Economic Club and the executive council of the Stevens Center for Family Business. Morgan Stanley Wealth Management offers a broad range of advisory and financial planning services to individuals and institutional clients, utilizing firm-approved planning tools and models to develop tailored strategies.

August Hurt III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by advanced modeling tools and offers both direct and employer-sponsored financial planning services.

Kathleen Walraven is a financial advisor with Morgan Stanley in Saginaw, Michigan, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is the sole proprietor of an agricultural business, Pete's Paradise Acres LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and global investment insights.

Michael Braun is a financial advisor with Morgan Stanley in Saginaw, Michigan, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Kyle Braun is a financial advisor with Morgan Stanley in Saginaw, Michigan, holding a Series 66 designation and having 10 years of industry experience. He has been with 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. The firm offers a range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools.

Luke Bogert is a financial advisor with Morgan Stanley in Saginaw, Michigan, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Northwestern Mutual. Outside of finance, he is involved in woodworking as a proprietor in an art and culture capacity. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and serves clients through various financial planning and investment services.

Chase Kelly is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at Morgan Stanley and its private bank since 2017 and previously held positions with JPMorgan Chase and JPMorgan Securities. 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 and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client financial goals.

Alison Longlois is a Series 66 licensed financial advisor with Morgan Stanley in Saginaw, Michigan, where she has worked since 2014. She has 15 years of industry experience and is the owner of Longlois Agency LLC, which operates in the insurance sector. Additionally, she serves as trustee or co-trustee for multiple trusts in Flint, Michigan, and is involved in marketing activities for a health and wellness company outside of her advisory role. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers both direct and employer-sponsored plans.