Tuscaloosa, AL Office

William Zeanah is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and 66 licenses and has been with Morgan Stanley and its affiliates since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Daniel Jack is a financial advisor at Morgan Stanley in Tuscaloosa, AL, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior roles include positions at PNC Investments and BBVA, where he worked across multiple entities from 2013 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of financial products and services through its extensive network of advisors.

Matthew Bungo is a financial advisor with Morgan Stanley in Tuscaloosa, AL, holding a Series 66 credential and 17 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2009. Outside of his advisory role, he owns Bungo Biz LLC, a small business focused on soap and candle crafting and sales. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and modeling techniques but generally acts in an advisory capacity rather than as an ERISA fiduciary without separate engagement.

Patrick Sikes is a financial advisor at Morgan Stanley in Tuscaloosa, Alabama, holding a Series 66 designation. He has one year of industry experience, with prior roles at Wells Fargo Advisors and Ready Restoration. He attended The University of Alabama from 2021 to 2025. 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 supported by structured discovery processes and planning tools.

Marcus Mcclanahan is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Mcclanahan serves as a league director for the Miracle League of Tuscaloosa, is a color commentator for Alabama baseball games, and serves on the board of the A-Club Alumni Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through various advisory and brokerage services.

Stacie Kirkland is a Series 66-credentialed financial advisor with six years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019, and previously practiced at JamisonMoneyFarmer PC for 22 years. She is based in Tuscaloosa, Alabama. 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. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and proprietary market estimates.

Zachary Snider is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2018. 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. The firm manages approximately $2.74 trillion in client assets and employs a planning process that utilizes firm-approved tools and modeling techniques.

Brett Rickey is a financial advisor at Morgan Stanley in Tuscaloosa, AL, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Morgan Stanley Private Bank and the University of South Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

Blair Fowler is a Series 66-licensed financial advisor with Morgan Stanley in Tuscaloosa, Alabama, and has one year of industry experience. Prior to joining Morgan Stanley, he was involved with TCLSK2, LLC for seven years and held roles at the University of Alabama and Cushman & Wakefield. He is a partner in several real estate and restaurant-related businesses in Northport, Alabama. 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 utilizes a structured planning process supported by proprietary tools and market modeling.

Adam Korzen is a Series 66-licensed financial advisor with Morgan Stanley in Tuscaloosa, Alabama, where he has worked since 2021. He has five years of industry experience, including prior roles at Chipotle, Plastic Plate LLC, Lowe's, and the University of Alabama. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, specializing in tailored financial planning supported by firm-approved tools and methodologies.

James Todd is a Series 66-credentialed financial advisor with Morgan Stanley in Tuscaloosa, Alabama, and has six years of industry experience. Prior to his current role, he worked at the Tuscaloosa Tennis Center and was involved with the Turtle Point Yacht & Country Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and a structured discovery process.

Katherine Almon is a financial advisor with Morgan Stanley in Tuscaloosa, Alabama, holding Series 63 and Series 66 registrations and 10 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including financial planning and estate planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Jennifer Hart is a financial advisor with Morgan Stanley in Tuscaloosa, Alabama, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013. Hart serves on the Board of Directors and Finance Committee for the Chamber of Commerce of West Alabama. 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 uses structured planning tools and scenario modeling as part of its financial planning process and offers a broad range of retail and institutional services.

Gregory Werchanowskyj is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2011. 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 focused on tailored financial planning, utilizing structured discovery processes and firm-approved planning tools to assist clients.

Mary Hancock is a financial advisor with Morgan Stanley in Tuscaloosa, Alabama, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2013. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary return estimates in its financial planning process.