Salisbury, MD Office

Gail Nelson is a financial advisor with Morgan Stanley in Salisbury, MD, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models developed by its Global Investment Committee to assist clients in their financial planning.

Malgorzata Magathan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she is the owner of Painting by the Sea, Inc., a business she has operated since 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services. The firm employs structured planning tools and investment research to support its advisory process, managing approximately $2.74 trillion in client assets.

David Esham is a financial advisor with Morgan Stanley in Salisbury, MD, holding Series 63 and Series 65 licenses and having 30 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 advising, he is the managing member and sole owner of Thunderstick Farm, LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, supporting a range of investment and financial strategies.

Joshua Currence is a financial advisor at Morgan Stanley with 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he held positions at Exact Sciences, SkyBlue Consultants LLC, and Takeda. He holds a Series 66 designation. Morgan Stanley Wealth Management serves individual 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

Peter Scott is a financial advisor with Morgan Stanley in Salisbury, MD, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Hebron Savings Bank and SunTrust Mortgage. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools, with clients responsible for implementing and updating their plans.

William Robins is a financial advisor with Morgan Stanley in Salisbury, MD, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, employing a structured planning process that includes firm-approved tools and modeling techniques.

Kristopher Todd is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial and estate planning, supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-based financial planning agreements.

Sharon Perdue is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney and Merrill prior to her current position. Outside of her advisory role, she is involved in a trust business based in Salisbury, Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and models to assist clients in planning and investment decisions.