State College, PA Office

Stephen Dalton is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 42 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 1998. Outside of his advisory role, he serves as a trustee/co-trustee of a trust in Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 models to support financial decision-making.

Edward Washell is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves on the finance committee of the nonprofit Bob Perks Fund in State College, Pennsylvania. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its planning process incorporates firm-approved tools and modeling techniques, serving clients through both direct and corporate financial planning agreements.

W Waldeisen III is a financial advisor with Morgan Stanley in State College, PA, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Morgan Stanley since 2009, working both with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support its advisory services.

Amy Dalton is a financial advisor with Morgan Stanley in State College, PA, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as earlier experience at Citigroup Global Markets. She also serves as a trustee in a trust-related capacity outside of her primary advisory work. Morgan Stanley Wealth Management offers 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 provides services both directly and through corporate arrangements.

Patricia Aguer is a financial advisor with Morgan Stanley in State College, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of her advisory work, she has partial ownership in a local condominium development. Morgan Stanley Wealth Management serves both individuals and institutions, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Nanette Hall is a financial advisor at Morgan Stanley in State College, PA, holding a Series 66 license with 16 years of industry experience. She has been with Morgan Stanley since 2013. 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 using structured processes and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Brodie Dalton is a financial advisor with Morgan Stanley in State College, PA, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is an officer of Getty's Ridge Rod and Gun Club, a fishing, camping, and hunting organization in Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct plans and corporate financial planning agreements.

Kirk Aguer Sr. is a financial advisor with Morgan Stanley Wealth Management in State College, PA, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. His previous roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he is involved in a construction and engineering partnership and co-owns a home sales business with his spouse. 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 using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christopher Jones is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2002. Outside of his advisory role, he is the sole proprietor of a property management business in State College, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Thomas Hall is a CFP® with 22 years of industry experience, currently serving at Morgan Stanley in State College, PA. He has held positions at Morgan Stanley Private Bank, Bank of America, and Merrill. He is also a board member of Rose Lake Investments, a private company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutions, focusing on tailored financial planning and a range of investment services. The firm manages approximately $2.74 trillion in client assets and provides planning supported by structured processes and firm-approved tools.

Kathryn Shoaf is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley 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 wide range of advisory programs, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

Erica Kainuma is a financial advisor at Morgan Stanley in State College, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Bekk Consulting LLC and TD Ameritrade, as well as earlier experience with T. Rowe Price. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research produced by the Global Investment Committee.