Tempe, AZ South River Drive Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,211

Across 1,019 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

58 South River Drive

Tempe AZ 85281

Advisors at this office

90

Advisors at this office

user avatar

Maya B

Series 66

Tempe, AZ

Morgan Stanley

Maya Byrd is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with two years of industry experience. She previously worked at Merrill and has held various roles outside finance, including positions with the City of Phoenix Police Department and Amazon. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved tools and a structured discovery process.

General estate planning guidance
user avatar

Carly K

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Carly Kaiser is a financial advisor with Morgan Stanley in Tempe, Arizona, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at The Vanguard Group, Inc., Fleetmatics/Verizon Telematics, and Foresters Financial Services. 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 supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Zachary B

Series 63, Series 65

Tempe, AZ

Morgan Stanley

Zachary Bransky is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Charles Schwab from 2018 to 2022 and at Amazon.com from 2016 to 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and offers both direct client plans and corporate financial planning agreements.

General estate planning guidance
user avatar

Nicholas H

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Nicholas Hansen is a financial advisor at Morgan Stanley in Tempe, AZ, with four years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at The Vanguard Group and New York Life Insurance Company. Outside of his advisory role, he is a partner at Story Bunny Studios, where he creates imagery and formatting for publishing. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and advisory programs through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by advanced modeling tools.

General estate planning guidance
user avatar

Ryan L

Series 66

Tempe, AZ

Morgan Stanley

Ryan La Ganke is a financial advisor with Morgan Stanley in Tempe, Arizona, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Merrill from 2019 to 2022 and has experience in other business roles including a position with Discountpatio.com. Morgan Stanley Wealth Management serves individuals and institutional clients with advisory programs and financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a wide range of investment services through its financial advisors.

General estate planning guidance
user avatar

Tariq S

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Tariq Shaikh is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 credentials with 14 years of industry experience. His prior roles include positions at Solium Financial Services LLC and Charles Schwab. 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 and financial planning services utilizing structured discovery processes and advanced modeling tools.

General estate planning guidance
user avatar

Aidan R

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Aidan Rojas is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with two years of industry experience. His previous roles include positions at The Vanguard Group and various service and education-related jobs. He has been associated with Grand Canyon University for multiple years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 utilizing firm-approved tools and models.

General estate planning guidance
user avatar

Cristal M

Series 66

Tempe, AZ

Morgan Stanley

Cristal Marquez Tovar is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and models.

General estate planning guidance
user avatar

Robert H

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Robert Henegar is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations with five years of industry experience. His career includes roles at Morgan Stanley and Morgan Stanley & Co. LLC since 2019, along with prior experience at Columbia University, Simmec Training Solutions, and the United States Navy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Haven A

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Haven Aiton is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations with three years of industry experience. Prior to joining Morgan Stanley in 2025, Aiton worked at The Vanguard Group for two years and has experience in various sectors including previous roles at Primoris Services Corporation and the San Diego Zoo Safari Park. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions 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 using firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Andrew F

CFP®, Series 63

Tempe, AZ

Morgan Stanley

Andrew Figueroa is a CFP®-certified financial advisor with 10 years of industry experience, currently with Morgan Stanley. He previously worked at The Vanguard Group, Inc. from 2015 to 2021. Outside of advisory work, he is involved with Arbonne International in sales and marketing. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers financial planning and advisory services supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Nicholas C

Series 66

Tempe, AZ

Morgan Stanley

Nicholas Covert is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, Arizona. He has two years of industry experience, including prior roles in education and retail. Outside of finance, he creates non-finance-related videos on social media and streams on Twitch.TV after work hours. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools.

General estate planning guidance
user avatar

Benjamin L

Series 63, Series 65

Tempe, AZ

Morgan Stanley

Benjamin Lee is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with 12 years of industry experience. His career includes two tenures at Morgan Stanley totaling nine years and a three-year period at Charles Schwab. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm’s services range from direct client plans to corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Richard B

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Richard Burke is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. His career includes roles at Morgan Stanley Private Bank and USAA Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

General estate planning guidance
user avatar

Kelly G

Series 66

Tempe, AZ

Morgan Stanley

Kelly Gentry is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, Arizona, and has 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he operates Ke Ge Creations LLC, a retail and online store business focused on creating and sourcing products for sale. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and access to a broad range of investment services. 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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