Wyomissing, PA Office

Kent Davis is a financial advisor with Morgan Stanley in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Outside of finance, he is a snowboard instructor at Bear Creek Mountain Resort. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools and proprietary investment models.

John Jolls is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 63 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009. 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 firm-approved tools.

Alison Bower is a financial advisor with Morgan Stanley in Wyomissing, PA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is a partner in Bee Silky Soap LLC, a retail and online soap business. Morgan Stanley Wealth Management is an SEC-registered 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 offers services that incorporate structured planning tools and scenario modeling.

William Byrne is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides comprehensive wealth management solutions through its broad retail and institutional platform.

Stacy Mensch is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley since 2006. Outside of her advisory role, she operates a small business making and selling handcrafted jewelry on Etsy. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of investment programs supported by structured planning tools.

Philip Boyer is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he owns and manages a rental property in Baltimore, MD. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services, including corporate financial planning agreements.

Jennifer Guthier is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. 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 that utilizes structured discovery and firm-approved planning tools.

Bryant Ferris is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as an elected member of the Pequea Valley School Board in Pennsylvania. Morgan Stanley Wealth Management provides 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 employs a structured planning process supported by firm-approved tools and market modeling techniques.

Todd Newman is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2024 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 including tailored financial planning and manages approximately $2.74 trillion in client assets.

W Bradford White Jr. is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the owner of Meadowlark Partners LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide 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.

Donnamarie Riccio is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she is a commissioned notary public in Reading, Pennsylvania. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning and investment solutions supported by the firm’s research and planning tools.

David Le Blanc is a Series 66-credentialed financial advisor with Morgan Stanley, based in Wyomissing, PA, and has seven years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Prior to his financial services career, he spent fourteen years at Bob Jones University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in assets and offers services through both direct client relationships and corporate financial planning agreements.

Andrew Champagne is a financial advisor with Morgan Stanley in Wyomissing, Pennsylvania, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory role, he serves on the Finance Committee of Integrate For Good, a nonprofit focused on children, youth, and individual rights, and is a board member of the Pottstown Rotary. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Harry Herb is a financial advisor with Morgan Stanley in Wyomissing, Pennsylvania, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, and he has prior experience with Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in developing and maintaining their financial plans.

Adrienne Dellinger is a financial advisor at Morgan Stanley in Wyomissing, PA, holding Series 63 and Series 66 licenses with 12 years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Merrill from 2016 to 2019. Outside of her advisory role, she is the founder of The Island of Misfit Dogs, an animal-related nonprofit based in Pennsylvania. 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 resources.