Toledo, OH Office

Karen Owens is a financial advisor with Morgan Stanley in Toledo, OH, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory role, Owens is involved with Semper Fit LLC, doing business as Anytime Fitness, since 2006. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through employer-based Corporate Financial Planning agreements.

Philip Mendel is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and having 47 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in developing financial plans.

Sanford Bennett is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Bennett also serves as a military officer in the United States Marine Corps Reserve. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to support its advisory services.

Nelson Snellenberger is a financial advisor with Morgan Stanley in Toledo, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services without providing individual security recommendations in standalone planning.

Scott Brown is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at Morgan Stanley in various capacities since 2008, including roles at Morgan Stanley & Co. Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Outside of advising, he co-owns SS Brown LLC, a LED lighting distribution business supporting independent sales representatives. 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 research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Jennifer Jagodzinski is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at Merrill, Cetera Investment Services LLC, Monroe Bank & Trust, LPL Financial, and MBT Investments. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both individual and corporate financial planning services.

Kara Wietrzykowski is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following four years at Federated Insurance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning, with approximately $2.74 trillion in client assets under management. The firm’s planning process involves structured discovery and firm-approved tools, supporting clients in implementing and updating their financial plans.

Shelly Grycza is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Neil Terry is a financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Fidelity Brokerage Services from 2015 to 2016. Outside of his advisory role, he operates a woodcraft business called Black Swamp Magic — Wands by Neil and also works as a DoorDash driver. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services through Financial Advisors and specialized groups, while maintaining a broad range of retail and institutional investment offerings.

Allan Poturalski is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated private bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and offers a broad range of retail and institutional investment services.

Kimberly Marsh is a financial advisor with Morgan Stanley in Toledo, Ohio, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analyses to support client planning.

Sarah Jobak is a financial advisor at Morgan Stanley in Toledo, OH, holding a Series 66 credential with 12 years of industry experience. She previously worked at Wells Fargo Clearing and Ameriprise Financial Services, Inc. before joining Morgan Stanley in 2021. 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 delivered through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside Global Investment Committee estimates and Monte Carlo simulations to model financial outcomes.

John Mayer is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley 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 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 modeling techniques.

Andrew Weiner is a financial advisor with Morgan Stanley in Toledo, Ohio, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves on the boards of Maumee Valley Country Day School and Sunset Retirement Communities, including a term as chairman of the latter. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Edward Nolette is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.