Tucson, AZ Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,239

Across 1,021 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

7175 North Pima Canyon Drive

Tucson AZ 85718

Advisors at this office

38

Advisors at this office

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Jennifer W

Series 66

Tucson, AZ

Morgan Stanley

Jennifer Wright is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of her advisory work, she serves on the advisory board of the El Paso Community Foundation and is a board member of the Wildcats Tucson Youth Football Spirit Federation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through various programs and specialized planning groups.

General estate planning guidance
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Vicki A

Series 66

Tucson, AZ

Morgan Stanley

Vicki Adams is a Series 66-credentialed financial advisor with Morgan Stanley, based in Tucson, AZ, and has 10 years of industry experience. She has worked at Morgan Stanley in two tenures, from 2014 to 2019 and from 2021 to the present, with a one-year period at Wells Fargo Advisors in between. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Rosa R

Series 66

Tucson, AZ

Morgan Stanley

Rosa Reyna is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following prior roles at Wells Fargo Clearing and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

General estate planning guidance
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Selina R

Series 66

Tucson, AZ

Morgan Stanley

Selina Rojas is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is the sole proprietor of MJS Rojas Properties LLC. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to develop its financial plans.

General estate planning guidance
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Robert M

Series 63

Tucson, AZ

Morgan Stanley

Robert Mclaughlin Jr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its advisory services.

General estate planning guidance
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Michelle B

Series 66

Tucson, AZ

Morgan Stanley

Michelle Bredehoft is a financial advisor at Morgan Stanley in Tucson, AZ, with five years of industry experience. She holds a Series 66 designation and previously worked at Amy Perl and Ben Parson State Farm. Outside of financial advising, she is involved in property management through MJM Rojas Properties, Inc. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

General estate planning guidance
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Christopher G

CFP®, Series 63, Series 65

Tucson, AZ

Morgan Stanley

Christopher Graves is a CFP® professional with 28 years of experience in the financial services industry. He has been with Morgan Stanley since 2008, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He is based in Tucson, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions. The firm offers tailored financial planning and a variety of investment services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Hugo F

Series 66

Tucson, AZ

Morgan Stanley

Hugo Frausto is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to joining Morgan Stanley, he was employed by the Department of Veterans Affairs from 2015 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process includes structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

General estate planning guidance
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Mathew B

Series 66

Tucson, AZ

Morgan Stanley

Mathew Brown is a financial advisor at Morgan Stanley in Tucson, AZ, holding a Series 66 designation with nine years of industry experience. His career includes roles at Latin Securities Inc, Jefferies LLC, Morgan Stanley Smith Barney LLC, Wells Fargo Clearing Services, and Florida State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by proprietary tools and market analyses.

General estate planning guidance
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Jane R

Series 63, Series 65

Tucson, AZ

Morgan Stanley

Jane Rojas is a financial advisor at Morgan Stanley with 42 years of industry experience. She has held roles with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Rojas serves as president of the Tucson Professional Chapter of the Association of Latino Professionals in Finance and Accounting and is a member of the InvestmentNews Diversity Advisory Board. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies to model outcomes.

General estate planning guidance
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Michaelle M

Series 63, Series 66

Tucson, AZ

Morgan Stanley

Michaelle Martinez is a financial advisor with Morgan Stanley in Tucson, AZ, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support its financial planning services.

General estate planning guidance
user avatar

Anthony L

Series 66

Tucson, AZ

Morgan Stanley

Anthony Loscalzo is a Series 66-registered financial advisor with Morgan Stanley in Tucson, AZ, bringing three years of industry experience. His background includes roles at Morgan Stanley Private Bank and Walt Disney Parks and Resorts, as well as work in the hospitality sector with The Hotel Congress and The Ritz-Carlton Hotel Company. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 offers services both directly and through employer-sponsored financial planning agreements.

General estate planning guidance
user avatar

Wayne G

Series 63, Series 65

Tucson, AZ

Morgan Stanley

Wayne Griffith is a financial advisor with Morgan Stanley in Tucson, Arizona, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets since 2009. Griffith also serves as a trustee involved in investment decisions. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models to support its advisory offerings.

General estate planning guidance
user avatar

George H

Series 63

Tucson, AZ

Morgan Stanley

George Herget Jr. is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Outside of his financial career, he serves as the Pima County Sheriff's Mounted Search and Rescue Captain. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and estate strategies.

General estate planning guidance
user avatar

William H

Series 63, Series 66

Tucson, AZ

Morgan Stanley

William Holmes is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Nova Home Loans. Outside of his advisory role, Holmes has worked as a delivery driver for DoorDash and Grubhub. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services through its extensive network of advisors.

General estate planning guidance
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