Sandy, UT West Civic Center Drive Office

Jill Pettijohn is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Capital Management and Transamerica Financial Advisors. Outside of her advisory roles, she has experience with technology companies such as Lyft and Uber. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and offers both direct individual plans and corporate financial planning solutions.

Madson Thompson is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities LLC from 2017 to 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct financial planning and corporate financial planning services.

Steven Cassell is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2023, he held roles at CWM, Signal Wealth, Cetera Advisor Networks, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he is the sole proprietor of Magic Castle Cleaning LLC, a referral agency. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling techniques.

David Boren is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at E*TRADE Securities, Principal Life Insurance, and Fidelity Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Mayping Lin is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2021, Lin worked at Nu Skin United States Inc for five years. Lin holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools to help clients develop tailored plans.

Jennifer Howe is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of her financial career, Howe was involved in fitness and martial arts businesses, including Horn's Elite Performance Fitness LLC and Jeremy Horn Fighting System LLP. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Nikola Weeks is a Series 66 licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2022, Weeks worked at DoTerra International LLC from 2020 to 2022 and owns a housekeeping business, EUR Cleaning Company, which has been operating since 2007. 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 personalized financial planning that utilizes firm-approved tools and modeling techniques.

Alicia Horne is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at E*TRADE Securities LLC prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools.

Matthew Erickson is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments, Skyline Solar, Utah State University, Vivint Smarthome, and ADT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a 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 client assets and offers services that encompass both retail and institutional financial solutions.

Dallas Petersen is a financial advisor at Morgan Stanley with a Series 66 credential. He began his advisory career in 2024, previously working at Pennie LLC, Americor, and in the mortgage industry. Outside of finance, he operates a fitness coaching and media business. 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 without providing individual security recommendations as part of standalone plans.

William Squire is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and one year of industry experience. Before joining Morgan Stanley, he worked at KeyBank National Association and has prior experience at Apple Inc. and the University of Utah. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

John Lemmon is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with E*TRADE Securities and Capital Management before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.

Cameron Parker is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023, following roles at E*TRADE Securities LLC from 2016 to 2023. 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 that utilizes structured discovery and firm-approved tools to model financial outcomes.

Kent Isom is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and with 11 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*Trade Securities LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in assets and provides planning services both directly and through corporate agreements.

Christopher Thurman is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Prior to joining Morgan Stanley, he spent significant time with E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeling techniques.