Spartanburg, SC East Main Street Office

Anissa Calhoun is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 14 years and Merrill for one year. Her current tenure at Morgan Stanley began in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

William Lyles is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Lyles serves on the finance committee of the Spartanburg County Clemson Club and is a board member of the Spartanburg High School Class of '77 social organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing 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 and Secular Return Estimates for modeling financial outcomes.

Robert King Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. His career includes tenures at Citigroup Global Markets from 1993 to 2009, Morgan Stanley Smith Barney since 2009, and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client planning.

Shelby Smith is a financial advisor at Morgan Stanley with three years of industry experience. Shelby holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its Private Bank since 2024. Prior roles include positions at ADP and Tindall Corporation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Marion Mcmillan is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves as chair of the investment committee for the Deke Foundation and participates on the investment committee for the South Carolina ETV Endowment. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

William Sawyer is a financial advisor at Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses. He has less than one year of industry experience and has held various roles at companies including American Credit Acceptance LLC, Lift Technologies Inc, and Rogers Group Inc. His background also includes positions in education and community organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee.

Brooks Crenshaw is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and prior to that, at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management services without providing individual security recommendations as part of its standalone financial planning.

Daniel Seaman is a financial advisor with Morgan Stanley, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2014, including his current role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he volunteers on the Membership Committee for the Masters of Success Chapter of Business Network International in Charlotte, North Carolina. 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 using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Samantha Jones is a Series 66 registered financial advisor with Morgan Stanley, where she has worked for 11 years. She has eight years of industry experience and is based in Spartanburg, SC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and employer-based financial planning agreements.

Robert Kocisko is a financial advisor with Morgan Stanley, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He serves on the Investment Committee for the First Presbyterian Church of Spartanburg, reviewing endowment reports but not making investment decisions. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Mary Crowley is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its Private Bank division since 2014. Outside of her advisory role, she serves as a board member of the Sagent Society, a Spartanburg-based women’s group that hosts speakers from various local associations and charities. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering customized financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.

Robert Richardson is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 designations and possessing 45 years of industry experience. His prior work includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney. He serves as a board member on the investment committee of The Spartanburg County Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm’s financial planning process involves structured discovery and firm-approved tools, providing tailored financial plans without individual security recommendations as part of standalone services.

Lori Greene is a financial advisor at Morgan Stanley with a Series 66 designation and nine years of experience in the industry, including five years at Morgan Stanley. Prior to her current role, she was a homemaker for one year. 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 structured discovery processes and advanced modeling tools to support client planning.