Brad Hull
Senior Vice President, Market Manager
Phone:
(505) 889-2898(505) 889-2898
Welcome to the Albuquerque Branch!
Morgan Stanley
Albuquerque Branch Office
You define success, we help you achieve it
6565 Americas Pkwy NE
Ste 400
Albuquerque, NM 87110
US
Branch:
(505) 883-6262(505) 883-6262
Toll-Free:
(800) 776-5973(800) 776-5973
Branch Manager
Brad HullPhone:
(505) 889-2898(505) 889-2898
About Morgan Stanley Albuquerque Branch
Welcome to the Morgan Stanley Albuquerque Branch. We specialize in serving accomplished individuals, families, and institutions who aim to grow and safeguard their wealth, optimize their tax strategies, and establish enduring legacies. Our dedicated financial advisor teams are committed to providing exceptional client service and connecting you with the comprehensive resources available at Morgan Stanley.
Morgan Stanley's core values are foundational principles that guide the firm's actions and decisions. These core values include:
1. Do the Right Thing: This involves acting with integrity, thinking like an owner to create long-term shareholder value, and valuing and rewarding honesty and character.
2. Put Clients First: This value emphasizes keeping the client's interests first, working with colleagues to deliver the best of the firm to every client, and listening to what the client is saying and needs.
3. Lead with Exceptional Ideas: This involves winning by breaking new ground, leveraging different perspectives to gain new insight, driving innovation, and being vigilant about what can be improved.
4. Commit to Diversity and Inclusion: This value focuses on valuing individual and cultural differences as a defining strength, championing an environment where all employees feel a sense of belonging, are heard, seen, and respected, and expecting everyone to challenge behavior counter to the culture of inclusion. It also includes attracting, developing, and retaining talent that reflects the full diversity of society.
5. Give Back: This involves serving communities generously with expertise, time, and money, building a better firm for the future by contributing to the culture, and developing talent through mentoring and sponsorship.
Morgan Stanley assists its clients through a comprehensive range of wealth management services designed to help them achieve their financial goals. The firm offers personalized financial advisory services, leveraging a wide array of proprietary and third-party products to create customized financial plans. Clients benefit from access to institutional-caliber managers, portfolio solutions, and innovative investment opportunities. Morgan Stanley's wealth management capabilities include investment advisory services, securities-based lending, risk management, and alternative investments. The firm also provides socially responsible investing options, risk-based allocation models, and lending and cash management solutions. Additionally, Morgan Stanley offers traditional investments such as mutual funds, individual retirement accounts, and tax-efficient portfolios, as well as alternative investments like hedge funds and private equity funds. Clients can also access insured solutions, capital markets services, and value-added services like donor-advised funds and tax management strategies. The firm emphasizes a personalized approach, utilizing state-of-the-art technology to mitigate taxes and assess risk factors, ensuring that clients receive tailored advice and solutions that align with their financial objectives.
We invite you to stop in or give us a call to discuss your sophisticated needs, aspirations, and challenges. Together, we’ll forge a path that seeks to preserve your wealth and create potential new opportunities to help you get more out of life, do more for your family, and support the causes you care about most in the community.
Morgan Stanley's core values are foundational principles that guide the firm's actions and decisions. These core values include:
1. Do the Right Thing: This involves acting with integrity, thinking like an owner to create long-term shareholder value, and valuing and rewarding honesty and character.
2. Put Clients First: This value emphasizes keeping the client's interests first, working with colleagues to deliver the best of the firm to every client, and listening to what the client is saying and needs.
3. Lead with Exceptional Ideas: This involves winning by breaking new ground, leveraging different perspectives to gain new insight, driving innovation, and being vigilant about what can be improved.
4. Commit to Diversity and Inclusion: This value focuses on valuing individual and cultural differences as a defining strength, championing an environment where all employees feel a sense of belonging, are heard, seen, and respected, and expecting everyone to challenge behavior counter to the culture of inclusion. It also includes attracting, developing, and retaining talent that reflects the full diversity of society.
5. Give Back: This involves serving communities generously with expertise, time, and money, building a better firm for the future by contributing to the culture, and developing talent through mentoring and sponsorship.
Morgan Stanley assists its clients through a comprehensive range of wealth management services designed to help them achieve their financial goals. The firm offers personalized financial advisory services, leveraging a wide array of proprietary and third-party products to create customized financial plans. Clients benefit from access to institutional-caliber managers, portfolio solutions, and innovative investment opportunities. Morgan Stanley's wealth management capabilities include investment advisory services, securities-based lending, risk management, and alternative investments. The firm also provides socially responsible investing options, risk-based allocation models, and lending and cash management solutions. Additionally, Morgan Stanley offers traditional investments such as mutual funds, individual retirement accounts, and tax-efficient portfolios, as well as alternative investments like hedge funds and private equity funds. Clients can also access insured solutions, capital markets services, and value-added services like donor-advised funds and tax management strategies. The firm emphasizes a personalized approach, utilizing state-of-the-art technology to mitigate taxes and assess risk factors, ensuring that clients receive tailored advice and solutions that align with their financial objectives.
We invite you to stop in or give us a call to discuss your sophisticated needs, aspirations, and challenges. Together, we’ll forge a path that seeks to preserve your wealth and create potential new opportunities to help you get more out of life, do more for your family, and support the causes you care about most in the community.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Albuquerque Branch
Jessie Maestas
Assistant Vice President, Business Service Officer
Phone:
(505) 889-2897(505) 889-2897
Nate Stumberg, CFP®, CIMA®
Vice President, Financial Planning Director
Phone:
(480) 922-7853(480) 922-7853
Clint Eddy
Executive Director, Family Office Resource Generalist
Phone:
(206) 798-0979(206) 798-0979
Emily Hernandez
Vice President, Business Development Manager
Phone:
(480) 368-6588(480) 368-6588
About Brad Hull
As Market Manager for New Mexico, Brad’s leadership helps drive growth in the Albuquerque, Santa Fe, and Farmington markets. Brad is responsible for recruiting and retaining employees, developing cohesive teams, managing risk, driving revenue growth, and maintaining a superior and consistent level of client service. Brad helps advisors focus on business planning, marketing, training and development, strategic partnering and teaming to bring the full capabilities of Morgan Stanley to each client’s unique needs.
Brad has over 25 years of experience in leadership as a manager, investment banker, and financial advisor with Morgan Stanley, Merrill Lynch, Bay Capital Partners, Baird and Smith Barney. Brad earned an MBA from the University of Denver’s Daniels College of Business and a Bachelor of Science in Finance from Colorado State University.
Brad has over 25 years of experience in leadership as a manager, investment banker, and financial advisor with Morgan Stanley, Merrill Lynch, Bay Capital Partners, Baird and Smith Barney. Brad earned an MBA from the University of Denver’s Daniels College of Business and a Bachelor of Science in Finance from Colorado State University.
About Nate Stumberg
Nate Stumberg is our Financial Planning Director, a role where he leverages his expertise to clarify complex financial scenarios for clients, while prioritizing their best interests. He values financial planning for the opportunity it provides to forge enduring relationships and witness the positive outcomes of his guidance over time. Nate is dedicated to helping individuals and families achieve significant milestones, meet their retirement goals, and establish meaningful legacies. He excels in enhancing the financial planning process by combining a thorough analytical approach with a focus on human connection, empathy, and trust.
Nate holds two advanced designations: CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®); the former is recognized as the standard for professionals in financial planning, while the latter emphasizes advanced portfolio construction and management. He earned his bachelor's degree in finance from the University of Arizona and began his career in 2020 as a financial advisor with Vanguard before joining Morgan Stanley in 2025.
When Nate is not at work, he cherishes spending time with his fiancée, Lexi, and his dog Auggie. He also enjoys making his way around the golf course, skiing in the winter, and exploring new restaurants.
Nate holds two advanced designations: CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®); the former is recognized as the standard for professionals in financial planning, while the latter emphasizes advanced portfolio construction and management. He earned his bachelor's degree in finance from the University of Arizona and began his career in 2020 as a financial advisor with Vanguard before joining Morgan Stanley in 2025.
When Nate is not at work, he cherishes spending time with his fiancée, Lexi, and his dog Auggie. He also enjoys making his way around the golf course, skiing in the winter, and exploring new restaurants.
About Clint Eddy
Clint Eddy is an Executive Director with the Family Office Resources (FOR) team at Morgan Stanley. As a Generalist with FOR he helps clients and Advisors curate and navigate an expansive suite of highly specialized resources to address the complex, multifaceted challenges of managing significant wealth so clients may make complicated decisions confidently.
Prior to joining Morgan Stanley in 2022, Clint was a Wealth Strategist at Merrill Lynch for over 15 years. Clint also practiced tax and business law at the law firm of Fox Rothschild for over six years. He was a member of the firm’s Estate Planning and Tax and Corporate Transactions groups. Clint is a member of Washington State Bar Association (WSBA) and is actively involved in the WSBA’s Real Property, Probate and Trust section. He is the co-author of the Washington Partnership and Limited Liability Company Deskbook and was named a “Rising Star” by Washington Law and Politics magazine.
Clint received his Master of Laws in Taxation from the University of Washington School of Law, his Juris Doctor from the University of Oregon School of Law, and his Bachelor of Arts from the University of Washington. He is Series 7 and 66 licensed.
Outside of work Clint is an avid, but admittedly, pretty awful skier. He and his fiancé live in Seattle with their 10 year old Boston Terrier named Annie.
Prior to joining Morgan Stanley in 2022, Clint was a Wealth Strategist at Merrill Lynch for over 15 years. Clint also practiced tax and business law at the law firm of Fox Rothschild for over six years. He was a member of the firm’s Estate Planning and Tax and Corporate Transactions groups. Clint is a member of Washington State Bar Association (WSBA) and is actively involved in the WSBA’s Real Property, Probate and Trust section. He is the co-author of the Washington Partnership and Limited Liability Company Deskbook and was named a “Rising Star” by Washington Law and Politics magazine.
Clint received his Master of Laws in Taxation from the University of Washington School of Law, his Juris Doctor from the University of Oregon School of Law, and his Bachelor of Arts from the University of Washington. He is Series 7 and 66 licensed.
Outside of work Clint is an avid, but admittedly, pretty awful skier. He and his fiancé live in Seattle with their 10 year old Boston Terrier named Annie.
About Emily Hernandez
Emily Hernandez is the Vice President and Business Development Manager for Morgan Stanley’s Arizona New Mexico Market. In this capacity, she is committed to providing Financial Advisors with tailored solutions by leveraging the firm’s extensive suite of products, resources, and services. Her primary goal is to enable Financial Advisors to focus on delivering world-class service and leading with exceptional ideas.
Emily's career at Morgan Stanley includes roles as a Platinum Team Manager at E*TRADE from Morgan Stanley and as a Business Development Manager for the Southern New England Market. She began her career as a Financial Advisor with Morgan Stanley Virtual Advisor. Over her 9-year tenure with the firm, Emily has been a strong advocate for fostering an inclusive and forward-thinking work environment. She has actively contributed to the firm’s Women in Wealth Chapters and previously served on the Diversity and Inclusion Council for the New England region. Her dedication to mentorship and leadership development is evident through her ongoing involvement in talent cultivation programs across the firm.
Emily holds an undergraduate degree from DePaul University and graduate degree from DePaul’s Kellstadt Graduate School of Business.
Outside of her professional life, Emily enjoys spending quality time with her husband and their two young sons. She is passionate about outdoor activities and exploring different cultures through food and travel.
Emily's career at Morgan Stanley includes roles as a Platinum Team Manager at E*TRADE from Morgan Stanley and as a Business Development Manager for the Southern New England Market. She began her career as a Financial Advisor with Morgan Stanley Virtual Advisor. Over her 9-year tenure with the firm, Emily has been a strong advocate for fostering an inclusive and forward-thinking work environment. She has actively contributed to the firm’s Women in Wealth Chapters and previously served on the Diversity and Inclusion Council for the New England region. Her dedication to mentorship and leadership development is evident through her ongoing involvement in talent cultivation programs across the firm.
Emily holds an undergraduate degree from DePaul University and graduate degree from DePaul’s Kellstadt Graduate School of Business.
Outside of her professional life, Emily enjoys spending quality time with her husband and their two young sons. She is passionate about outdoor activities and exploring different cultures through food and travel.
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Branch Address
6565 Americas Pkwy NE
Ste 400
Albuquerque, NM 87110
US
Branch:
(505) 883-6262(505) 883-6262
Toll-Free:
(800) 776-5973(800) 776-5973
Fax:
(505) 889-2858(505) 889-2858
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025)