Wichita, KS Office

Team
Updated today
Morgan Stanley logo

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

1617 North Waterfront Parkway, Suite 200

Wichita KS 67206

Advisors at this office

40

Advisors at this office

user avatar

Katherine D

Series 66

Wichita, KS

Morgan Stanley

Katherine Dixon is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 credential and has previously worked at Merrill Lynch and Intrust Bank. 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 and financial planning services that utilize structured discovery processes and firm-approved planning tools.

General estate planning guidance

Brandon H

CFP®, Series 66

Wichita, KS

Morgan Stanley

Brandon Haag is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1998 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brandon earned his high school diploma from Wichita Southeast and a bachelor's degree from the University of Kansas. Brandon specializes in helping clients build comprehensive wealth management strategies tailored to their individual needs. His expertise includes divorce transition planning, family wealth management, retirement income and planning, portfolio management, tax minimization, and services for endowments, foundations, and non-profits. As a qualified portfolio manager, he offers personalized investment strategies that may incorporate individual securities, Merrill Lynch model portfolios, and third-party strategies, and he provides discretionary management through the firm’s Investment Advisory Program. Brandon is committed to transparent communication and uses a disciplined process to support clients’ current lifestyles, retirement goals, and legacy planning. In addition to his professional work, Brandon is actively involved in his community. He serves on the Board of Directors for CASA of Sedgwick County, supporting children in finding safe and permanent homes. Outside of work, he enjoys golfing, hiking, running marathons, skiing, traveling, and spending time with his wife and two daughters.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Tax-loss harvesting
user avatar

Aaron A

Series 63, Series 66

Wichita, KS

Morgan Stanley

Aaron Alexander is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Commerce Bank and LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

General estate planning guidance

Taylor G

CFP®, Series 66

Wichita, KS

Morgan Stanley

Taylor Gilmore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant life transitions such as retirement, inheritance, or the sale of a business. Taylor also provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy plans. Taylor holds a Bachelor's Degree from Wichita State University, where he was a member of the baseball team. He carries the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His client focus includes college education planning, divorce transition planning, executive and equity compensation, family wealth management, services for endowments and non-profits, managing new wealth, sports and entertainment, and retirement income strategies. He is actively involved in community organizations including Knights of Columbus, March of Dimes, National Multiple Sclerosis Society, and St. Catherine of Siena Men's Club. Taylor’s personal interests include baseball, basketball, cooking, football, golfing, traveling, and watching movies.

Concentrated stock management Liquidity event planning Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.) Executive
user avatar

Zachary T

Series 66

Wichita, KS

Morgan Stanley

Zachary Thomas is a Series 66-licensed financial advisor with Morgan Stanley in Wichita, KS, with four years of industry experience. He previously worked at Bank of America for six years before joining Morgan Stanley Smith Barney LLC in 2021. Outside of his advisory role, he operates a music production company, providing contract services to musical artists on a limited basis. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

General estate planning guidance
user avatar

Gia S

Series 63, Series 66

Wichita, KS

Morgan Stanley

Gia Selzer is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and has concurrently worked with Ids Life Insurance Co. since 2004. 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 uses a structured planning process supported by firm-approved tools and market modeling techniques.

General estate planning guidance
user avatar

Cary M

Series 63, Series 65

Wichita, KS

Morgan Stanley

Cary Morris is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in local recreation and hospitality businesses and serves as president of the USTA Kansas chapter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
user avatar

Jeremy H

Series 65, Series 66

Wichita, KS

Morgan Stanley

Jeremy Horn is a financial advisor at Morgan Stanley in Wichita, KS, holding Series 65 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley, he worked at American Underwriters Life for 14 years. Outside of finance, Horn is a partner in several Wichita Brewing Company entities, including a microbrewery, restaurant, and event venue. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and research.

General estate planning guidance
user avatar

Jade M

Series 66

Wichita, KS

Morgan Stanley

Jade Mccoy is a Series 66 licensed financial advisor with Morgan Stanley in Wichita, KS, and has six years of industry experience. Prior to joining Morgan Stanley in 2020, Jade worked at UMB Bank for four years. 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 firm-approved tools and methodologies.

General estate planning guidance
user avatar

Paul A

Series 63, Series 65

Wichita, KS

Morgan Stanley

Paul Attwater III is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 designations and having 42 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2009. Attwater serves as a student advisor at Wichita State University’s Barton School of Business, where he educates students on saving, investing, and wealth management. Morgan Stanley Wealth Management is an SEC-registered firm that provides advisory and brokerage services to both individual and institutional clients. The firm offers tailored financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Wilson B

Series 66

Wichita, KS

Morgan Stanley

Wilson Brown is a Series 66-licensed financial advisor at Morgan Stanley in Wichita, KS, with one year of industry experience. His prior work includes roles at GVH Distribution and Georgia Pacific. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by advanced modeling tools and a wide array of investment products.

General estate planning guidance
user avatar

Danielle S

Series 66

Wichita, KS

Morgan Stanley

Danielle Schreck is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. 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 customized financial planning supported by structured discovery processes and proprietary planning tools.

General estate planning guidance
user avatar

Robert M

Series 66

Wichita, KS

Morgan Stanley

Robert Morris is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and over 22 years of industry experience. He has worked with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, Morris serves on the finance and investment committees for the United Methodist Health Ministry Fund in Hutchinson, Kansas. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

General estate planning guidance
user avatar

Tracey E

Series 63, Series 66

Wichita, KS

Morgan Stanley

Tracey Easterberg is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held her current position since 2010 at Morgan Stanley Smith Barney LLC. Easterberg holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

General estate planning guidance
user avatar

Connie H

Series 63, Series 65

Wichita, KS

Morgan Stanley

Connie Haller is a financial advisor at Morgan Stanley with 33 years of industry experience. She previously worked at Merrill from 1993 to 2026. Connie holds Series 63 and Series 65 licenses. She serves as a board member for Safe Families For Children, a charitable organization based in Chicago. 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 analysis. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)