Williamsburg, VA West Duke of Gloucester Street Office

Jamie Stallings is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019, following six years at Edward Jones. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools.

Richard Maurer Jr. is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney LLC since 2013. 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 employs a structured planning process supported by firm-approved tools and market simulations.

Shari Barker is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior experience includes roles at Securities America, Inc. and CKS Financial. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment modeling techniques.

Lynne Williams is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market modeling techniques.

Robert Dudeck III is a financial advisor at Morgan Stanley based in Williamsburg, VA. He holds a Series 66 designation and has been with Morgan Stanley since 2026. His prior experience includes roles at Radford University and Williamsburg National Golf Club. 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 financial planning that utilizes structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Corrie Goodwin is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Her prior work includes a year at James City County Social Services and time as a stay-at-home mother. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools, providing advisory services without individual security recommendations as part of standalone plans.

Dennis Wilt is a CFP® with 30 years of experience in financial advisory roles. He is currently with Morgan Stanley, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and methodologies.

John Pattisall is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. His credentials include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary investment models.

Charles Hartman is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Hartman serves as a Board Member at Large for the Williamsburg German Club, a social organization in Williamsburg, Virginia. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and engages in diverse financial services including broad retail and institutional offerings.

Michelle Hilstrom is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 analysis.

David Clemens is a Series 66-licensed financial advisor with Morgan Stanley, based in Williamsburg, VA, and has 24 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that uses firm-approved tools and models to support client decision-making.

Spaska Boyanova is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. 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 employs a structured planning process supported by firm-approved tools and methodologies.

Beth Brauner is a financial advisor at Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 66 credentials with three years in the industry. Prior to joining Morgan Stanley in 2023, she spent five years with Abundance Organizing and engaged in volunteer work from 2015 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Peter Kokolis is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services without individual security recommendations, generally acting in an advisory capacity.

Kailen Gildersleeve Denton is a Certified Financial Planner® with 19 years of industry experience. She is currently with Morgan Stanley, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Her credentials include the CFP®, Series 63, and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and varied advisory programs.