Spokane, WA West Sprague Avenue Office

Mescal Smith is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Wells Fargo Advisors LLC during his career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

David Schafer is a Series 66-credentialed financial advisor with Morgan Stanley, based in Spokane, WA, and has seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Liberty Tax Service and spent 28 years at Dix Corporation. Outside of his advisory role, he is involved in estate administration and assists with tax-related matters through his sole proprietorship at Liberty Tax Service. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and strategies to develop financial plans.

Micah Green is a financial advisor at Morgan Stanley in Spokane, WA, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at American Estate and Trust, Columbia Advisory Partners, and Northwestern Mutual, as well as teaching roles at the University of Idaho and local schools. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models such as Monte Carlo simulations in its financial planning process.

Kathleen Pearson is a financial advisor with Morgan Stanley in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets. Pearson serves as a trustee for The Spokane College, where she reviews faculty, acts as a liaison between the college and community, serves on committees, and assists with budget review. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers both direct client services and employer-sponsored financial planning.

Kevin West is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is a partner at PCKKW Investments, LLC, an investment and finance-related business based in Spokane, Washington. 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 financial planning and estate strategies, employing structured planning tools and modeling techniques to guide clients.

Adam Smith is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2018, following two years at Idaho Independent Bank. 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 conversations and firm-approved planning tools.

Travis Litscher is a financial advisor with Morgan Stanley in Spokane, WA, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with 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 with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and modeling techniques.

Marnie Schroer is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2009. Schroer is based in Spokane, WA. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services through a comprehensive approach that includes financial advisors and estate planning strategies.

Karla Culver is a financial advisor with Morgan Stanley in Spokane, WA, holding a Series 63 designation and bringing 38 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides 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 emphasizes a structured planning process supported by firm-approved tools and methodologies.

Penny Dillon is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she worked at Citigroup Global Markets, Inc. since 2007. 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 and financial planning services supported by structured discovery processes and firm-approved planning tools.

Berit Thompson is a financial advisor at Morgan Stanley with 50 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. 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 and estate strategies, managing approximately $2.74 trillion in client assets.

Thor Anderson is a financial advisor with Morgan Stanley in Spokane, WA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Jennifer Lucke is a financial advisor with Morgan Stanley in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in jewelry making as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning supported by firm-approved tools and analysis.

Brian Mc Cann is a financial advisor with Morgan Stanley in Spokane, WA, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney LLC since 2017. Outside of finance, Mc Cann is a self-employed musician and serves as an adjunct instructor in the Music Department at Gonzaga University. He also holds a leadership role as Vice President and board member of the Spokane Jazz Society. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Tracy Taylor is a financial advisor at Morgan Stanley with 38 years of industry experience. They have been with Morgan Stanley Smith Barney since 2009 and hold Series 63 and Series 66 licenses. 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, employing firm-approved tools and methodologies to model potential outcomes.