Atlantic Coast Market Office

Todd’s commitment to help others was sparked by witnessing a financial crisis faced by his grandparents. Watching their anguish and the depletion of their estate after 50 years of hard work influenced him to change paths from a successful career in the pharmaceutical industry to a career in financial services. In 2000, he joined the Merrill Lynch office in Boca Raton, FL, where he leveraged his relationships with physicians and pharmaceutical executives to grow and build a thriving business as a financial advisor.

In 2010, Todd combined his desire to help both clients and financial advisors by becoming a producing Resident Director in Conshohocken, PA. In this role he continued to build his book of business while also being responsible for the growth and performance of the office and advisors. Todd continued his success by leading the Charlotte Market and then the Oklahoma Market as the Market Executive for the states of Oklahoma and Arkansas.

Nearly two decades after joining Merrill Lynch, Todd continued his commitment to the financial well-being of others by leading the Flagship Houston Galleria Market and Texas International as the Market Executive for the third largest complex in the firm. Being a people-centric person by nature, clients and colleagues alike are drawn to his ability to make everyone in the room feel at ease with his sincerity and humor.

In 2022, Todd made the decision to leave Merrill to join Morgan Stanley to run the Atlantic Coast Complex. Todd is an active alumnus of the University of North Carolina at Chapel Hill where he studied political science and economics and also received a certificate of merit from the London School of Economics where he studied international finance. He currently resides in Raleigh, NC, with his wife, Nicole, and three kids, Caden, Sarah, and Cooper. Todd enjoys traveling, spending time at the lake, coaching youth sports, reading and fly fishing.

Bonnie Linnemeier began her professional career at Smith Barney in Lexington, Kentucky in 1994. She spent much of her 30-year financial services career as a commercial and then high/ultra-high net worth lender. She has led large teams in both wealth management and bank-side aspects. Bonnie’s professional passion is advocating and supporting financial advisors and their clients. She earned her BBA in Finance and a Minor in Economics from of the University of Kentucky.

Ericka Archie-Conner is a native of Louisville, KY and a graduate of Indiana Wesleyan University with a degree in Business Management. Additionally, she holds a Certificate of Diversity and Inclusion from Cornell University. Ericka has over 20 years of industry experience and most recently served as a Business Service Manager in the Morgan Stanley KY/TN/WV Complex, working in Louisville, KY. She and her husband share a blended family of six adult children and eight grandchildren. During her free time, she enjoys cigars, bourbon, travel and keeps her youth by spending time with her grandchildren. She has a passion for servant leadership, professional development and a commitment to Morgan Stanley’s Core Values. Most of all volunteerism is important to her so she gives back when and where she can.

Kristina Shifflett is a Private Banker serving Morgan Stanley Wealth Management offices in North Carolina and Virginia.

Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions. Kristina began her career in financial services in 1995 and joined Morgan Stanley in 2005 as a Client Service Associate. Prior to joining the firm, she was an Operations Manager at Wachovia Securities. Kristina lives in Raleigh, North Carolina with her dog Rosco. Outside of the office, she enjoys traveling, spending time with her children, puzzles, baking, gardening, and crafting.

Upon graduation from James Madison University, Yee began his career at Morgan Stanley in 2001. After a few years in the Service Organization, Yee transitioned to Risk Management in 2008. Yee is currently the Senior Risk Officer, providing Risk Management Supervision and Oversight for the Atlantic Coast Market. During his career, Yee has served on both the Service Officer Council & the Risk Officer Council. Outside of the office, you can usually find Yee on a tennis court or exploring The Triangle’s food scene with his family & friends.