Traverse City, MI Office

Christine Tiesworth is a financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. 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 that utilizes structured discovery conversations and firm-approved tools to model outcomes, while clients are responsible for implementation and updates.

Mark Lundmark is a financial advisor with Morgan Stanley in Traverse City, MI, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning through dedicated advisors and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Michael Kebler is a Series 66 licensed financial advisor with Morgan Stanley in Traverse City, MI, and has five years of industry experience. Prior to joining Morgan Stanley in 2020, he held roles at Hagerty Insurance, CBIZ Inc., Laurus Transaction Advisors LLC, and Otis Elevator. He holds a minority ownership interest in a Michigan farm land leasing LLC inherited from his father. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Brian Percy is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Dianne Jurica is a financial advisor with Morgan Stanley in Traverse City, MI, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is the sole proprietor of a rental property business. 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 supported by structured discovery conversations and advanced modeling tools.

Damian Lockhart is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Outside of his advisory work, he serves on the endowment committee of the Grand Rapids Children’s Museum, a nonprofit organization. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive asset management.

Jerry Pearson is a financial advisor with Morgan Stanley in Traverse City, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.