West Des Moines, IA Jordan Creek Parkway Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

49

Of 23,178 advisors across 1,024 offices

Location

1080 Jordan Creek Parkway, Suite 400 North

West Des Moines IA 50266

Advisors at this office

49

Advisors at this office

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Thomas H

Series 63, Series 65

West Des Moines, IA

Morgan Stanley

Thomas Hunt is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2004. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines traditional retail and institutional services with additional activities such as relationships with investment companies and private funds.

General estate planning guidance
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Dominic S

Series 63, Series 66

West Des Moines, IA

Morgan Stanley

Dominic Salonya is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Morgan Stanley Wealth Management serves 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 uses structured planning tools and market simulations to support its advisory services.

General estate planning guidance
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Trey C

Series 63, Series 66

West Des Moines, IA

Morgan Stanley

Trey Cook is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of finance, he is involved with Grandslam USA, providing baseball instruction. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional investment services.

General estate planning guidance
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Joseph K

Series 66

West Des Moines, IA

Morgan Stanley

Joseph Kern is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and three years of industry experience. Before joining Morgan Stanley in 2023, he worked at Trivista Companies and various roles associated with the University of Minnesota and Johns Hopkins University. Outside of advisory work, Kern owns and operates Kern Photo, LLC, a real estate photography business based in Norwalk, Iowa. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm-approved tools and offers a range of investment and financial services.

General estate planning guidance
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Ashley S

Series 66

West Des Moines, IA

Morgan Stanley

Ashley Shafer is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Shafer serves on the Finance Committee of the Mid Iowa Health Foundation in Des Moines, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and serves clients through tailored strategies developed by its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Isabelle K

Series 63, Series 66

West Des Moines, IA

Morgan Stanley

Isabelle Kling is a financial advisor at Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses with three years of industry experience. Her background includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of her advisory work, she has held part-time positions in the food service industry, including as a barista at Caribou Coffee and a server at Bar Nico. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Klay K

Series 63, Series 65

West Des Moines, IA

Morgan Stanley

Klay Kane is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. Kane is based in West Des Moines, Iowa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and planning tools, with a financial planning process supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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Scott F

Series 63, Series 65, Series 66

West Des Moines, IA

Morgan Stanley

Scott Frost is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the advisory board of the nonprofit One Economy and owns Iowa USSSA Sports Officials, a recreational sports officiating business. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment services.

General estate planning guidance
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Sally B

Series 63, Series 66

West Des Moines, IA

Morgan Stanley

Sally Belas is a financial advisor with Morgan Stanley in West Des Moines, Iowa, holding Series 63 and Series 66 designations and possessing 42 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as Treasurer for the PEO Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, utilizing firm-approved planning tools and investment models to support tailored financial planning.

General estate planning guidance
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Patrick W

Series 66

West Des Moines, IA

Morgan Stanley

Patrick Willer is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member of Toggle LLC, a company in logistics and technology. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Ryan D

Series 63, Series 65

West Des Moines, IA

Morgan Stanley

Ryan Donnelly is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work experience includes roles at Fidelity Investments and DoorDash. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and methodologies such as Secular Return Estimates and Monte Carlo simulations to assist clients in their financial planning.

General estate planning guidance
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Jeffrey B

Series 63

West Des Moines, IA

Morgan Stanley

Jeffrey Beier is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank, National Association, 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 variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client planning needs.

General estate planning guidance
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Katie F

Series 66

West Des Moines, IA

Morgan Stanley

Katie Flynn is a financial advisor at Morgan Stanley in West Des Moines, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked for eight years with the Norwalk School District and has experience in dance instruction. 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, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Emily L

Series 66

West Des Moines, IA

Morgan Stanley

Emily Lillwitz is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014. 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 employs a structured planning process that utilizes firm-approved tools and modeling techniques.

General estate planning guidance
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Nicholas W

Series 63, Series 65

West Des Moines, IA

Morgan Stanley

Nicholas Wallace is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing approved tools and market simulations.

General estate planning guidance
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