Scottdale, AZ Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

15

Of 23,190 advisors across 1,023 offices

Location

Scottdale AZ

Advisors at this office

15

Advisors at this office

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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
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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
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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
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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
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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
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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
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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
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John D

Series 63, Series 65

Scottsdale, AZ

Morgan Stanley

John Duffy is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, 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 offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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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
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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
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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
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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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Randall K

CFP®, Series 63, Series 65

Scottsdale, AZ

Morgan Stanley

Randall Krenzin is a CFP® professional with over 30 years of experience in financial services. He is currently with Morgan Stanley, where he has worked since 2020, following previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory duties, he is involved in managing a rental property in San Jose, CA. 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 and financial planning services that utilize proprietary tools and market models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Daniel M

Series 66

Scottsdale, AZ

Morgan Stanley

Daniel Morilak is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved in the production of wine through Chateau Morilak Vineyards. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market modeling techniques.

General estate planning guidance
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