Sheridan, WY Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,211

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

135 North Main Street

Sheridan WY 82801

Advisors at this office

5

Advisors at this office

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Brock B

Series 66

Sheridan, WY

Morgan Stanley

Brock Boedecker is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2022. He has three years of industry experience and previously held roles at Helena Softserve, Inc. Outside of his advisory practice, Boedecker holds ownership interests in several restaurant and real estate entities in Sheridan, Wyoming, with limited personal involvement. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and a comprehensive investment framework to support its client services.

General estate planning guidance
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Nicholas W

Series 66

Sheridan, WY

Morgan Stanley

Nicholas Walton is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has been associated with Morgan Stanley and its Private Bank since 2022. He also spent time working with the University of Wyoming Foundation in 2024. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning services that utilize firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a comprehensive range of investment and planning solutions.

General estate planning guidance
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Christopher W

Series 63, Series 65

Sheridan, WY

Morgan Stanley

Christopher Walton is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he serves on the advisory board of Provision Fund, a nonprofit focused on children, youth, and community activities in Sheridan, Wyoming. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

General estate planning guidance
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Marcia B

Series 63, Series 65

Sheridan, WY

Morgan Stanley

Marcia Bonnet is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market outlook models.

General estate planning guidance
user avatar

Adrienne L

Series 66

Sheridan, WY

Morgan Stanley

Adrienne Lewallen is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she works as an independent contractor providing face painting services for public and private events. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured tools and firm-wide investment research.

General estate planning guidance
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