Virginia Beach, VA Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,197

Across 1,020 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

222 Central Park Avenue

Virginia Beach VA 23462

Advisors at this office

23

Advisors at this office

user avatar

Kristine Joyce S

Series 66

Virginia Beach, VA

Morgan Stanley

Kristine Joyce Salvador is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked at multiple Morgan Stanley entities since 2011, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and emphasizes advisory roles without providing individual security recommendations as part of standalone plans.

General estate planning guidance
user avatar

Hunter J

Series 66

Virginia Beach, VA

Morgan Stanley

Hunter Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Christopher Newport University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, offering planning services without individual security recommendations as part of the standalone program.

General estate planning guidance
user avatar

James J

Series 63, Series 65

Virginia Beach, VA

Morgan Stanley

James Joynes is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been associated with Morgan Stanley and its affiliated entities since 2007, and his career also includes time at IA Dean Witter Reynolds Inc. since 1981. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 employs a planning process that uses firm-approved tools and modeling techniques to support client decision-making.

General estate planning guidance
user avatar

Kyle W

Series 66

Virginia Beach, VA

Morgan Stanley

Kyle Watts is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding a Series 66 designation and having 10 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2015 and 2016, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Maureen G

Series 63, Series 66

Virginia Beach, VA

Morgan Stanley

Maureen Griffin is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 66 credentials and over 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs with a focus on 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 modeling techniques in its advisory process.

General estate planning guidance
user avatar

Bruce W

Series 63, Series 65

Virginia Beach, VA

Morgan Stanley

Bruce Weber is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 2000. 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. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Jennifer C

Series 63

Virginia Beach, VA

Morgan Stanley

Jennifer Cornforth is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding a Series 63 designation and bringing 36 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market simulations.

General estate planning guidance
user avatar

John M

Series 66

Virginia Beach, VA

Morgan Stanley

John Moore is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he served six years in the United States Navy and currently holds a position as a Supply Officer in the United States Navy Reserves. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning tools and advisory services.

General estate planning guidance
user avatar

Colin B

Series 66

Virginia Beach, VA

Morgan Stanley

Colin Ballard is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Prior to joining Morgan Stanley, he spent brief periods at APAX Leaders and Alsco. 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 personalized financial planning supported by structured tools and research, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Jennifer T

Series 66

Virginia Beach, VA

Morgan Stanley

Jennifer Tunstall is a Series 66-licensed financial advisor with Morgan Stanley, based in Virginia Beach, VA, and has 21 years of industry experience. She has worked with Morgan Stanley since 2009 and has been part of Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that incorporates firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Danica Ann C

Series 63, Series 65, Series 66

Virginia Beach, VA

Morgan Stanley

Danica Ann Cabonce is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Bank of America, Merrill, Liberty University, and Wells Fargo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools as part of its financial planning approach.

General estate planning guidance
user avatar

Christopher D

Series 66

Virginia Beach, VA

Morgan Stanley

Christopher Dotolo is a financial advisor with Morgan Stanley, holding a Series 66 designation and 11 years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Edward Jones for nine years. Outside of his advisory role, Dotolo owns and operates D5 Baseball, LLC, which offers baseball instruction and youth camps in Virginia Beach, and he serves on the board of the Virginia Beach Friends School. Morgan Stanley Wealth Management provides a broad range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm‑approved planning tools and strategies.

General estate planning guidance
user avatar

Bridgette L

Series 63, Series 66

Virginia Beach, VA

Morgan Stanley

Bridgette Laque is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with various Morgan Stanley divisions since 2013, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 and financial planning services that utilize structured discovery processes and advanced modeling tools to tailor plans for clients.

General estate planning guidance
user avatar

Amy H

Series 63, Series 65

Virginia Beach, VA

Morgan Stanley

Amy Holcombe is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley, Fidelity Investments, and Charles Schwab in various capacities. Her current role at Morgan Stanley began in 2025. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured processes and firm-approved tools.

General estate planning guidance
user avatar

Gregory W

Series 63, Series 65

Virginia Beach, VA

Morgan Stanley

Gregory Watts is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007 and previously at IA Dean Witter Reynolds since 1981. Watts serves on the regional boards of Hope International and Friends for African Development. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering services primarily in an advisory capacity without individual security recommendations in standalone plans.

General estate planning guidance
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