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 since 2020, including a prior one-year tenure in 2009. His background also includes roles at Wells Fargo Clearing and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both retail and institutional investment programs.

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 20 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2006 to 2009. She serves as a trustee for The Spokane College, where she reviews faculty, acts as a liaison between the college and community, participates on committees, and reviews budgets. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and modeling tools, providing advisory services without individual security recommendations as part of standalone plans.

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 at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates 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 at Morgan Stanley with 39 years of industry experience. She holds a Series 63 license and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Penny Dillon is a financial advisor with Morgan Stanley in Spokane, WA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has prior experience at Citigroup Global Markets, Inc. beginning in 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and offers investment insights framed by its Global Investment Committee.

Berit Thompson is a financial advisor with Morgan Stanley in Spokane, WA, holding a Series 63 designation and bringing 50 years of industry experience. Her career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley since 2009, including the Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 structured planning processes supported by firm-approved tools and proprietary analyses.

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.