Scottdale, AZ Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,257

Across 1,020 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

Scottdale AZ

Advisors at this office

17

Advisors at this office

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Craig M

Series 63, Series 65

Scottsdale, AZ

Morgan Stanley

Craig Mccune is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, Ferris, Baker Watts, LLC, and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of retail and institutional investment services.

General estate planning guidance
user avatar

Russell D

Series 66

Scottsdale, AZ

Morgan Stanley

Russell Dyer is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. He holds the Series 66 designation and is based in Scottsdale, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that incorporate firm-approved tools and models to help clients develop tailored plans.

General estate planning guidance
user avatar

Thomas D

Series 63, Series 65

Scottsdale, AZ

Morgan Stanley

Thomas Drees is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and the 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 wide array 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 both direct and corporate financial planning services.

General estate planning guidance
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John S

CFP®, Series 63, Series 65

Scottsdale, AZ

Morgan Stanley

John Sacco is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career at Morgan Stanley spans various roles since 2007, including positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Tabb W

Series 63, Series 65

Scottsdale, AZ

Morgan Stanley

Tabb Wile is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to model financial outcomes.

General estate planning guidance
user avatar

John M

Series 63, Series 66

Scottsdale, AZ

Morgan Stanley

John Meier is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and modeling techniques to support customized financial plans.

General estate planning guidance
user avatar

Alex M

Series 66

Scottsdale, AZ

Morgan Stanley

Alex Morrow is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Prior to his financial career, he was involved with Saddle Valley Farm from 2003 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Michael P

Series 63, Series 65

Scottsdale, AZ

Morgan Stanley

Michael Parziale is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and associated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, offering a range of advisory programs supported by structured planning tools and modeling techniques.

General estate planning guidance
user avatar

Christine C

Series 63, Series 65

Scottsdale, AZ

Morgan Stanley

Christine Cote is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 credentials with 47 years of industry experience. She has been associated with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of her advisory role, she serves as a board member for the UC Davis Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering 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 market modeling techniques in its financial planning process.

General estate planning guidance
user avatar

Randall S

Series 63, Series 66

Scottsdale, AZ

Morgan Stanley

Randall Scianna is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and its Private Bank since 2017. Prior to that, he spent nine years at Stryker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

John D

Series 63, Series 65

Scottsdale, AZ

Morgan Stanley

John Duffy is a financial advisor at Morgan Stanley with 33 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Outside of his advisory work, he serves as President of the Board for the Indiana High School Lacrosse Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and methodologies such as Monte Carlo simulations to support client financial plans, offering a broad range of investment programs and services.

General estate planning guidance
user avatar

Todd H

Series 63, Series 65

Scottsdale, AZ

Morgan Stanley

Todd Hauer is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a planning process that utilizes firm-approved tools and modeling techniques but does not include individual security recommendations as part of standalone plans.

General estate planning guidance
user avatar

Jason S

Series 63, Series 65

Scottsdale, AZ

Morgan Stanley

Jason Sinclair is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank, N.A., and previously spent six years at UBS Financial Services Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning arrangements.

General estate planning guidance
user avatar

Christine R

Series 63, Series 65

Scottdale, AZ

Morgan Stanley

Christine Randolph is a financial advisor with Morgan Stanley in Scottdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning with tools such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

General estate planning guidance
user avatar

Deborah E

Series 66

Scottsdale, AZ

Morgan Stanley

Deborah Errath is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. 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 conversations and firm-approved tools to model outcomes, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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