Tulsa, OK South Utica Place Office

Jacob Noell is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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.

Violet Compton is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding a Series 66 designation and nine years of industry experience. She has worked at Morgan Stanley since 2022 and previously held roles at Merrill and other financial services firms. Outside of her advisory work, she has involvement as an owner in real estate activities. 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 utilizing firm-approved tools and processes.

Lucas Polly is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and beginning his advisory career in 2026. Prior to his current role, he worked for Camglass (Custom Glass Solutions) for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market models to support client financial goals.

Alexander Field is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and was previously with UBS Financial Services from 2015 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Everett Samuels is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Samuels serves on the board of directors for First Oklahoma Bank. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Barbara Hess is a financial advisor at Morgan Stanley with 38 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Hess holds the Series 63 and Series 65 designations and is based in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

John Spaeth is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is involved as a partner in agricultural enterprises and real estate businesses based in Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market insights.

Brian Mckinney is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 registrations and possessing 29 years of industry experience. His career includes positions at Citigroup Global Markets and Morgan Stanley Smith Barney, where he has worked since 2002 and 2009 respectively. He is also the sole proprietor of BMAC PEP, LLC, an investment-related business based in Tulsa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 supported by firm-approved tools to deliver its services.

Jeffrey James is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He has also been affiliated with Northeastern State University since 2000. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kent Wolever is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding the CFP® designation and Series 66 license. He has 17 years of industry experience, including nine years at Edward Jones prior to joining Morgan Stanley and its affiliate private bank in 2017. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Nicholas Cordle is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines advisory services with additional offerings such as wrap programs and affiliated broker-dealer operations.

Christopher Cary is a financial advisor at Morgan Stanley with four years at the firm and a total of two years in the industry. He holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley, he was self-employed for eight years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 discovery processes and firm-approved planning tools in its financial planning services.

Charles Younger is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he serves as a board member for Stone Cemetery in St. Joe, Arkansas. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to develop customized financial plans without offering individual security recommendations as part of its standalone planning service.

Jeffrey Springman is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at J.P. Morgan Securities before joining Morgan Stanley’s Private Bank and Smith Barney divisions. Outside of his advisory role, he is a partner in Antler Ridge LLC, an agricultural business based in Bixby, Oklahoma. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and modeling techniques to support client financial goals.

Timothy Murphy is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for eight years before joining Morgan Stanley Smith Barney LLC in 2018. 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 financial planning that utilizes structured discovery processes and firm-approved tools to support clients’ planning needs.