Brandon Wiggins
Executive Director, Market Executive
Phone:
(262) 523-8353(262) 523-8353
Morgan Stanley
Brookfield Market Office
You define success, we help you achieve it
20975 Swenson Drive
Suite 300
Waukesha, WI 53186
US
Market:
(262) 523-8300(262) 523-8300
Toll-Free:
(800) 965-4967(800) 965-4967
Market Executive
Brandon WigginsPhone:
(262) 523-8353(262) 523-8353
About Morgan Stanley Brookfield Market
Morgan Stanley Wisconsin Market
In the Wisconsin Market, we are deeply committed to upholding Morgan Stanley’s core values: Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity & Inclusion, and Giving Back. These principles guide our approach to client service and employee development.
Client Service Excellence
We believe that every client deserves a consistent and premium level of service, regardless of their size and complexity. Our approach is not a “one size fits all” but rather a tailored strategy that leverages our collaborative culture. This ensures that all clients receive exceptional financial planning services, irrespective of their asset base.
Employee Development
Our commitment to employee development mirrors our client service philosophy. Recognizing that each Financial Advisor is at a unique stage in their career, we provide personalized coaching to foster both personal and professional growth. We value diversity in people and ideas, we strive to deliver for the communities we serve.
Philanthropy and Community Engagement
Philanthropy is a cornerstone of our Market, with employees actively donating their time and resources to support local communities. Our charitable partnerships include organizations such as Feeding America Eastern Wisconsin, Second Harvest Foodbank of Southern Wisconsin, Paul’s Pantry in Green Bay, Ronald McDonald House, New Horizons Center, and United Way, among others. Whether as a client or an employee, Morgan Stanley offers the opportunity to contribute to meaningful causes.
Innovative Culture
At Morgan Stanley, we foster a culture of innovation where your ideas are valued and your contributions make a real impact. We encourage our financial advisors to think creatively and lead with exceptional ideas that drive growth and success.
In the Wisconsin Market, we are deeply committed to upholding Morgan Stanley’s core values: Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity & Inclusion, and Giving Back. These principles guide our approach to client service and employee development.
Client Service Excellence
We believe that every client deserves a consistent and premium level of service, regardless of their size and complexity. Our approach is not a “one size fits all” but rather a tailored strategy that leverages our collaborative culture. This ensures that all clients receive exceptional financial planning services, irrespective of their asset base.
Employee Development
Our commitment to employee development mirrors our client service philosophy. Recognizing that each Financial Advisor is at a unique stage in their career, we provide personalized coaching to foster both personal and professional growth. We value diversity in people and ideas, we strive to deliver for the communities we serve.
Philanthropy and Community Engagement
Philanthropy is a cornerstone of our Market, with employees actively donating their time and resources to support local communities. Our charitable partnerships include organizations such as Feeding America Eastern Wisconsin, Second Harvest Foodbank of Southern Wisconsin, Paul’s Pantry in Green Bay, Ronald McDonald House, New Horizons Center, and United Way, among others. Whether as a client or an employee, Morgan Stanley offers the opportunity to contribute to meaningful causes.
Innovative Culture
At Morgan Stanley, we foster a culture of innovation where your ideas are valued and your contributions make a real impact. We encourage our financial advisors to think creatively and lead with exceptional ideas that drive growth and success.
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
- Philanthropic GoalsFootnote12
Our Team at Morgan Stanley Brookfield Market
Jennifer Faulkner
Senior Vice President, Market Manager
Phone:
(414) 226-3040(414) 226-3040
John Bull
Senior Vice President, Branch Manager
Phone:
(920) 934-0835(920) 934-0835
Laura Kocher
Vice President, Associate Market Manager
Phone:
(414) 226-3033(414) 226-3033
Carolyn Dolan, MBA, BFA
Business Development Manager
Phone:
(929) 797-0909(929) 797-0909
Nicholas D. Rohlfing
Vice President, Senior Risk Officer
Phone:
(262) 523-8366(262) 523-8366
Steven Cramer
Risk Officer
Phone:
(414) 226-3021(414) 226-3021
Serena Krumrei
Senior Market Administrator
Phone:
(262) 523-8343(262) 523-8343
Rafa Seifert
Assistant Vice President, Business Service Officer
Phone:
(262) 523-8367(262) 523-8367
Dennis Frantsve
Executive Director, Regional Director for Alternative Investments
Phone:
(312) 453-9448(312) 453-9448
Rick Effer
Executive Director, Insured Solutions Director
Phone:
(314) 854-9335(314) 854-9335
Mamta Shah
Executive Director, Trust Specialist
Phone:
(312) 827-6794(312) 827-6794
Scott Reynolds
Consulting Group Advisory Director
Molly Mysogland
Virtual Private Banking Specialist
Phone:
(914) 225-1339(914) 225-1339
About Brandon Wiggins
Brandon Wiggins is an Executive Director and Market Executive for the state of Wisconsin. As a coach and mentor to Financial Advisors, he is dedicated to helping Advisors identify opportunities and create strategies to grow their business.
Brandon fosters an open and direct culture and has a highly supportive, entrepreneurial management style. He is adept at listening to Financial Advisors and grasping what’s most important to them. He encourages questions and tailors a sound, strategic plan to help them achieve their goals.
Brandon especially enjoys the relationships he has developed with Advisors over the years, helping them to
explore what is possible in their careers. His focus on always putting the clients’ interests first has helped Advisors reach new levels of success.
Prior to becoming a Market Executive Brandon served for three-and-a-half years as Branch Manager in Potomac, MD and two-and-a-half years as the Associate Complex Manager of the Central Maryland Complex with Morgan Stanley. Brandon began his career as a Financial Advisor with Merrill Lynch and later became a Manager at Merrill.
Brandon holds a degree in finance and an M.B.A. from The University of Florida. A native of South Florida, Brandon is happily married to his high school sweetheart and the father of three young children.
Brandon fosters an open and direct culture and has a highly supportive, entrepreneurial management style. He is adept at listening to Financial Advisors and grasping what’s most important to them. He encourages questions and tailors a sound, strategic plan to help them achieve their goals.
Brandon especially enjoys the relationships he has developed with Advisors over the years, helping them to
explore what is possible in their careers. His focus on always putting the clients’ interests first has helped Advisors reach new levels of success.
Prior to becoming a Market Executive Brandon served for three-and-a-half years as Branch Manager in Potomac, MD and two-and-a-half years as the Associate Complex Manager of the Central Maryland Complex with Morgan Stanley. Brandon began his career as a Financial Advisor with Merrill Lynch and later became a Manager at Merrill.
Brandon holds a degree in finance and an M.B.A. from The University of Florida. A native of South Florida, Brandon is happily married to his high school sweetheart and the father of three young children.
About Jennifer Faulkner
I have the privilege of leading the Milwaukee Market, which includes our Milwaukee and Mequon branch offices. I truly believe that financial advisors thrive in an environment that encourages growth, inspires fresh ideas, and offers innovative support from its leadership team. Every day, I strive to create that kind of experience – one that makes a large firm feel small, connected, and collaborative.
As Market Manager, I am passionate about working alongside advisors and teams to help them grow their businesses, refine their processes, and make the most of the incredible resources available through Morgan Stanley. Helping talented professionals reach their full potential is the best part of what I do.
Jennifer has a career spanning over 35 years in the Financial Service industry. She began her career in Canada trading financial and agricultural futures, and later transitioned to the role of Financial Advisor. In 1999, she moved to Chicago and joined Morgan Stanley (formerly Smith Barney). Throughout her tenure, Jennifer has held various leadership positions including Operations Manager, Control Administrator, Business Development Manager, Associate Complex Manager, and currently serves as the Market Manager for the Milwaukee Market, overseeing the Milwaukee and Mequon branch offices. Her diverse roles have equipped her with a comprehensive understanding of the Wealth Management business.
Jennifer is actively involved in the community. She volunteers at local food pantries and participates in the Women in Wealth chapter at Morgan Stanley.
Jennifer resides in Grafton, Wisconsin, with her husband Charlie and their Golden Retriever, Guinness. She enjoys outdoor activities such as canoeing, camping, and riding her Harley. Her hobbies also include tennis, trail running, and experimenting with new recipes. She is an avid equestrian, and competed for many years in show jumping, equitation, and hunter events.
As Market Manager, I am passionate about working alongside advisors and teams to help them grow their businesses, refine their processes, and make the most of the incredible resources available through Morgan Stanley. Helping talented professionals reach their full potential is the best part of what I do.
Jennifer has a career spanning over 35 years in the Financial Service industry. She began her career in Canada trading financial and agricultural futures, and later transitioned to the role of Financial Advisor. In 1999, she moved to Chicago and joined Morgan Stanley (formerly Smith Barney). Throughout her tenure, Jennifer has held various leadership positions including Operations Manager, Control Administrator, Business Development Manager, Associate Complex Manager, and currently serves as the Market Manager for the Milwaukee Market, overseeing the Milwaukee and Mequon branch offices. Her diverse roles have equipped her with a comprehensive understanding of the Wealth Management business.
Jennifer is actively involved in the community. She volunteers at local food pantries and participates in the Women in Wealth chapter at Morgan Stanley.
Jennifer resides in Grafton, Wisconsin, with her husband Charlie and their Golden Retriever, Guinness. She enjoys outdoor activities such as canoeing, camping, and riding her Harley. Her hobbies also include tennis, trail running, and experimenting with new recipes. She is an avid equestrian, and competed for many years in show jumping, equitation, and hunter events.
About John Bull
As Branch Manager, I take pride in my commitment to being an advocate for my Financial Advisors. My priority is coaching, developing and influencing the behavior of the Advisors I serve in order to help them leverage and improve their skills, build meaningful client relationships, and help successfully run their businesses. As a dedicated coach, my approach is built on an unwavering focus on individual skill development through open communication and honest feedback. I strive to enhance partnerships across business lines with a relentless commitment to thinking outside the box to help find more effective strategies.
I am proud to be working with a group of Advisors that seek to align beliefs in providing advice and guidance to clients throughout life’s financial opportunities and turning points.
My personal mindset is to always be working to help improve your situation, and I extend that to my team of Advisors. I am energized by the opportunity to help them challenge the status quo and discover new, innovative strategies that seek to address problems that range from the common to the complex. I highly value the personal connections I forge with my team, supporting and interacting with them, aligning their business goals with what’s most important in their lives, and helping them do what they do best every day.
A Minnesota native, I am in the midst of a transition to Green Bay with my wife, Hannah, and our two sons. My spare time is focused on my two passions: family and the outdoors. My wife and I stay active with the kids, riding bikes, hiking and spending time together. I love being outside and enjoy boating, fishing and chasing waterfowl.
FINRA Series 6, 7, 9/10, 63 & 66 registered.
I am proud to be working with a group of Advisors that seek to align beliefs in providing advice and guidance to clients throughout life’s financial opportunities and turning points.
My personal mindset is to always be working to help improve your situation, and I extend that to my team of Advisors. I am energized by the opportunity to help them challenge the status quo and discover new, innovative strategies that seek to address problems that range from the common to the complex. I highly value the personal connections I forge with my team, supporting and interacting with them, aligning their business goals with what’s most important in their lives, and helping them do what they do best every day.
A Minnesota native, I am in the midst of a transition to Green Bay with my wife, Hannah, and our two sons. My spare time is focused on my two passions: family and the outdoors. My wife and I stay active with the kids, riding bikes, hiking and spending time together. I love being outside and enjoy boating, fishing and chasing waterfowl.
FINRA Series 6, 7, 9/10, 63 & 66 registered.
CA Insurance License #: 4253671
About Laura Kocher
Laura Kocher is the Associate Market Manager for the Wisconsin Market at Morgan Stanley. Laura supports the Financial Advisors by ensuring they are connected to the vast resources Morgan Stanley has to offer and is passionate about cultivating a culture of growth, both personally and professionally.
Laura began her career in financial services in February 2009 joining Bernstein Wealth Management (Chicago) as a service professional. Her life (and future husband) brought her up to Milwaukee in September of 2011 when she joined Morgan Stanley as a Client Service Associate in the Mequon Branch. In the past 14 years that followed, Laura has held various roles in leadership in the Wisconsin Market, her latest being Business Service Officer in Southeast Wisconsin.
Laura is a graduate from Purdue University with a degree in Business Management. She obtained her Master’s Degree in Business Administration from Carroll University in 2017.
Laura lives in Wauwatosa with her husband, John, and their 2-year-old son, Dylan James. Laura, John, and Dylan all love to travel and especially enjoy finding new craft breweries. In her free time, Laura enjoys adding to her vinyl record collection, cooking, and spending time with her family.
Laura began her career in financial services in February 2009 joining Bernstein Wealth Management (Chicago) as a service professional. Her life (and future husband) brought her up to Milwaukee in September of 2011 when she joined Morgan Stanley as a Client Service Associate in the Mequon Branch. In the past 14 years that followed, Laura has held various roles in leadership in the Wisconsin Market, her latest being Business Service Officer in Southeast Wisconsin.
Laura is a graduate from Purdue University with a degree in Business Management. She obtained her Master’s Degree in Business Administration from Carroll University in 2017.
Laura lives in Wauwatosa with her husband, John, and their 2-year-old son, Dylan James. Laura, John, and Dylan all love to travel and especially enjoy finding new craft breweries. In her free time, Laura enjoys adding to her vinyl record collection, cooking, and spending time with her family.
About Carolyn Dolan
As the Business Development Manager for the Wisconsin Market, Carolyn collaborates with Financial Advisors and their team to bring the resources the firm has to offer to their practice for growth.
Carolyn went to the University of Wisconsin - La Crosse for her undergraduate degree in Management and Marketing and completed her MBA in Organizational Development and Transformation Change from the University of St. Thomas in Minneapolis. She spent 8 years at Ameriprise Financial working with advisors on growing their financial planning book and delivering a premium client experience for their clients.
Carolyn lives in the Minneapolis suburbs with her fiancé James and Cavapoo puppy Bauer. They love to travel, exercise, read, spend time at their cabins in the summer and spend quality time with their family and friends.
Carolyn went to the University of Wisconsin - La Crosse for her undergraduate degree in Management and Marketing and completed her MBA in Organizational Development and Transformation Change from the University of St. Thomas in Minneapolis. She spent 8 years at Ameriprise Financial working with advisors on growing their financial planning book and delivering a premium client experience for their clients.
Carolyn lives in the Minneapolis suburbs with her fiancé James and Cavapoo puppy Bauer. They love to travel, exercise, read, spend time at their cabins in the summer and spend quality time with their family and friends.
About Nicholas D. Rohlfing
Nicholas Rohlfing is the Senior Risk Officer for the Wisconsin Market, working with the risk team to provide coaching and guidance on risk and compliance matters in support of Financial Advisors, Support Professionals, and their clients.
He has worked in financial services since 2012 and with Morgan Stanley since 2013, serving as a Registered Associate on a Massachusetts Graystone Consulting team, a Risk Officer in the Boston State Market (2015–2019) and Chicago Tower Market (2019–2024), and most recently as a Western Region National Risk Officer supporting the Los Angeles Private Wealth Management Market.
Nicholas is relocating to the Waukesha area with his wife and two young children and enjoys cooking and spending time outdoors.
He has worked in financial services since 2012 and with Morgan Stanley since 2013, serving as a Registered Associate on a Massachusetts Graystone Consulting team, a Risk Officer in the Boston State Market (2015–2019) and Chicago Tower Market (2019–2024), and most recently as a Western Region National Risk Officer supporting the Los Angeles Private Wealth Management Market.
Nicholas is relocating to the Waukesha area with his wife and two young children and enjoys cooking and spending time outdoors.
About Steven Cramer
Steve is the Risk Officer in the Wisconsin Market, overseeing the Brookfield, Milwaukee, and Mequon offices.
Steve has worked in financial services for 30 years, spanning a wide range of firms and products, such as retail firms, institutional firms, banks, brokers dealers, insurance companies, and online firms. Most of Steve’s career has been spent working in operations, compliance, supervision, and leadership.
Steve and his wife Angie are originally from St Louis, but Milwaukee is now home. He has two sons, who are in their twenties, and they also have found their way to Milwaukee. In his spare time, he and his wife love to travel, with Canada being their preferred destination. They are avid curlers and big Milwaukee sports fans. They have two dogs and a cat and live in Milwaukee’s Upper East Side.
Steve has worked in financial services for 30 years, spanning a wide range of firms and products, such as retail firms, institutional firms, banks, brokers dealers, insurance companies, and online firms. Most of Steve’s career has been spent working in operations, compliance, supervision, and leadership.
Steve and his wife Angie are originally from St Louis, but Milwaukee is now home. He has two sons, who are in their twenties, and they also have found their way to Milwaukee. In his spare time, he and his wife love to travel, with Canada being their preferred destination. They are avid curlers and big Milwaukee sports fans. They have two dogs and a cat and live in Milwaukee’s Upper East Side.
About Serena Krumrei
As the Senior Market Administrator, Serena plays a key leadership role in supporting the management team with a passion to help drive efficiency and strategic initiatives throughout the eight branches across the Wisconsin market. As a seasoned financial service professional with over a decade of experience in client service and branch administration, Serena thrives in dynamic environments and is committed to fostering a culture of integrity, performance, and continuous improvement throughout the market- qualities that resonate deeply with advisor teams and clients alike.
Raised in a family of small business entrepreneurs, Serena developed a deep appreciation for hard work, resilience, and relationship-building from an early age. These formative experiences instilled in her a strong foundation of values, ethics, and integrity- principals that continue to guide her through her career at Morgan Stanley.
Outside of the office, Serena leads an active and well-rounded life with her husband and son in New Berlin, Wisconsin. She enjoys endurance sports, including soccer and triathlons, and finds balance in grounded pursuits like gardening, raising her small flock of chickens, and beekeeping. Serena deeply values her family and the time spent with them.
Raised in a family of small business entrepreneurs, Serena developed a deep appreciation for hard work, resilience, and relationship-building from an early age. These formative experiences instilled in her a strong foundation of values, ethics, and integrity- principals that continue to guide her through her career at Morgan Stanley.
Outside of the office, Serena leads an active and well-rounded life with her husband and son in New Berlin, Wisconsin. She enjoys endurance sports, including soccer and triathlons, and finds balance in grounded pursuits like gardening, raising her small flock of chickens, and beekeeping. Serena deeply values her family and the time spent with them.
About Rafa Seifert
Rafa Seifert is a Business Service Officer for the Wisconsin Market, primarily supporting the Financial Advisors and Support Professionals in the Brookfield office. She helps ensure that our clients and employees are connected with the vast resources Morgan Stanley has to offer.
Rafa began her career in financial services in 2018,. She has a wealth of experience in the financial industry, including five years at Morgan Stanley where she served as both a Registered Client Service Associate and an Institutional Client Specialist. Rafa is passionate about building strong, collaborative teams.
She is a graduate of Arizona Christian University, where she obtained a degree in Business Administration. Rafa also has a MBA from Grand Canyon University.
Rafa lives with her husband, Brandon, and 2 kids, Enzo and Matteo in New Berlin. In her free time, she enjoys playing pickleball, cooking and playing with her kids.
Rafa began her career in financial services in 2018,. She has a wealth of experience in the financial industry, including five years at Morgan Stanley where she served as both a Registered Client Service Associate and an Institutional Client Specialist. Rafa is passionate about building strong, collaborative teams.
She is a graduate of Arizona Christian University, where she obtained a degree in Business Administration. Rafa also has a MBA from Grand Canyon University.
Rafa lives with her husband, Brandon, and 2 kids, Enzo and Matteo in New Berlin. In her free time, she enjoys playing pickleball, cooking and playing with her kids.
About Dennis Frantsve
Dennis Frantsve is the Alternative Investments Sales Director for the Great Lakes region. He leads the firm’s effort in delivering Morgan Stanley’s comprehensive platform of Alternative Investment strategies, including Private Equity, Real Estate, Credit, and Hedge Fund Solutions, to wealth management clients within the region.
Prior to joining Morgan Stanley in 2022, Dennis spent 14 years at Merrill Lynch in a variety of positions. Most recently, Dennis was the Regional Sales Manager for Alternative Investment for the Midwestern United States. Prior to this role, Dennis worked in Merrill Lynch’s Global Markets Division as an Institutional Equity Derivatives salesperson and within their Senior Relationship Management team. Dennis joined Merrill Lynch from a summer MBA internship program in 2008.
Prior to joining Merrill Lynch, Dennis served as a CH-46E assault helicopter pilot in the United States Marine Corps, with several deployments including a deployment to Afghanistan in 2004. He retired from the United States Marine Corps Reserve in 2018 as a Lieutenant Colonel. He is decorated with the Air Medal (Strike/Flight Device number 2), the Navy Commendation Medal, the Navy Achievement medal.
Dennis holds an M.B.A. with honors from the University of Chicago and a B.S. in General Engineering from the University of Illinois.
Prior to joining Morgan Stanley in 2022, Dennis spent 14 years at Merrill Lynch in a variety of positions. Most recently, Dennis was the Regional Sales Manager for Alternative Investment for the Midwestern United States. Prior to this role, Dennis worked in Merrill Lynch’s Global Markets Division as an Institutional Equity Derivatives salesperson and within their Senior Relationship Management team. Dennis joined Merrill Lynch from a summer MBA internship program in 2008.
Prior to joining Merrill Lynch, Dennis served as a CH-46E assault helicopter pilot in the United States Marine Corps, with several deployments including a deployment to Afghanistan in 2004. He retired from the United States Marine Corps Reserve in 2018 as a Lieutenant Colonel. He is decorated with the Air Medal (Strike/Flight Device number 2), the Navy Commendation Medal, the Navy Achievement medal.
Dennis holds an M.B.A. with honors from the University of Chicago and a B.S. in General Engineering from the University of Illinois.
About Rick Effer
Rick is an experienced senior level executive of sales & business development, marketing & brand strategy, and operations with thirty-seven years of demonstrated success in the Financial Services and Consumer Package Goods industries.
As an Insured Solutions Director with Morgan Stanley, joining in 2013, Rick is a subject matter expert for annuity, life insurance, long-term care, disability, property & casualty, private placement, structured settlement and captive insurance solutions. He supports financial advisors and high net worth /ultra-high net worth clients and business owners with their risk management strategies.
Prior to joining Morgan Stanley, Rick was a senior partner with a 100 year old, self-clearing broker dealer. Before that, he "carried the bag" as a wholesaler with The Hartford and Sun Life Financial.
Rick's working career started with a fifteen year stint at Anheuser-Busch, where he held a variety of senior positions within the sales and marketing organization.
Rick holds an undergraduate degree in finance from the University of Notre Dame and a Master’s in Business Administration from Washington University. He is philanthropically inclined, serving on the Ursuline Academy Board of Trustees, as a Regional Director for Folds of Honor, board member for Kairos Prison Ministry International as well as an advocate for providing educational opportunities for under-served children. He lives in St. Louis with his wife, Diane, and enjoys visiting their three grown children
As an Insured Solutions Director with Morgan Stanley, joining in 2013, Rick is a subject matter expert for annuity, life insurance, long-term care, disability, property & casualty, private placement, structured settlement and captive insurance solutions. He supports financial advisors and high net worth /ultra-high net worth clients and business owners with their risk management strategies.
Prior to joining Morgan Stanley, Rick was a senior partner with a 100 year old, self-clearing broker dealer. Before that, he "carried the bag" as a wholesaler with The Hartford and Sun Life Financial.
Rick's working career started with a fifteen year stint at Anheuser-Busch, where he held a variety of senior positions within the sales and marketing organization.
Rick holds an undergraduate degree in finance from the University of Notre Dame and a Master’s in Business Administration from Washington University. He is philanthropically inclined, serving on the Ursuline Academy Board of Trustees, as a Regional Director for Folds of Honor, board member for Kairos Prison Ministry International as well as an advocate for providing educational opportunities for under-served children. He lives in St. Louis with his wife, Diane, and enjoys visiting their three grown children
About Mamta Shah
Mamta Shah is the Head of Trust Services Business Development based in Chicago, covering the Midwest Region as the Trust Specialist. Morgan Stanley provides a full array of personal and institutional trust services to high-net-worth clients of the firm. Mamta’s responsibilities include educating Financial Advisors and their clients on the open architecture trust service model and helping them identify opportunities to leverage the trust partners on the platform.
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax issues.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CFP®. She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She lives in Chicago with her family.
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax issues.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CFP®. She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She lives in Chicago with her family.
About Scott Reynolds
Scott Reynolds is a Consulting Group Advisory Director, supporting the Wisconsin Market. He partners with Financial Advisors and branch leadership to help drive advisory engagement and deliver consultative support across the field. This includes the full Consulting Group suite of services, including Platforms, Manager Selection, Tax Management Services & Solutions, Portfolio Solutions, and Digital Tools (PRP, Wealth Desk, etc.). Since joining Morgan Stanley in 2017, he has held leadership roles across Field & Client Business Development, including Insured Solutions Director and National Sales Desk Manager.
Before Morgan Stanley, Scott worked at Prime International Trading as a senior trader in commodities options, futures, and derivatives.
He lives in Mahopac, NY with his wife, Jeanmarie, and their two daughters, Emma and Layla.
Before Morgan Stanley, Scott worked at Prime International Trading as a senior trader in commodities options, futures, and derivatives.
He lives in Mahopac, NY with his wife, Jeanmarie, and their two daughters, Emma and Layla.
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Nate Zeller
Vice President, Financial Planning Director
About Nate Zeller
Nate Zeller is a vice president and financial planning director serving Morgan Stanley’s Wealth Management offices in Minnesota, North Dakota, South Dakota, and Wisconsin. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Nate began his career in financial services in 1999 with Morgan Stanley Dean Witter and rejoined Morgan Stanley in 2024. In between stints, he held various roles at other firms, including leadership positions with U.S. Bank and Ameriprise in their Trust and Wealth Management divisions. Prior to his current position, he worked as a registered investment advisor focused on retirement planning.
Nate graduated from the University of Wyoming with a Bachelor of Science in Electrical Engineering (BSEE) and a Master of Business Administration (MBA). He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Analyst (CFA) designations. Nate and his wife are the parents of two daughters. In his free time, Nate enjoys spending time with his family, reading, and being outdoors.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
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. 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.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Nate began his career in financial services in 1999 with Morgan Stanley Dean Witter and rejoined Morgan Stanley in 2024. In between stints, he held various roles at other firms, including leadership positions with U.S. Bank and Ameriprise in their Trust and Wealth Management divisions. Prior to his current position, he worked as a registered investment advisor focused on retirement planning.
Nate graduated from the University of Wyoming with a Bachelor of Science in Electrical Engineering (BSEE) and a Master of Business Administration (MBA). He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Analyst (CFA) designations. Nate and his wife are the parents of two daughters. In his free time, Nate enjoys spending time with his family, reading, and being outdoors.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
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. 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.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
About Mamta Shah
Mamta Shah is the Trust Specialist based in Chicago, covering the Midwest Region. Morgan Stanley provides a full array of personal and institutional trust services to high net worth clients of the firm. Mamta’s responsibilities include educating Financial Advisors and their clients on the open architecture trust service model and helping them identify opportunities to leverage the trust partners on the platform.
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax topics and concerns.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CPA and holds a CFP® designation, She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She is a member of the AICPA and the Illinois CPA Society. She lives in Chicago with her family.
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax topics and concerns.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CPA and holds a CFP® designation, She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She is a member of the AICPA and the Illinois CPA Society. She lives in Chicago with her family.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
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. 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.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third-party corporate trustee.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
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. 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.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third-party corporate trustee.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
Branch Address
111 N Washington St
4th Fl Ste 410
Green Bay, WI 54301
US
Branch:
(920) 437-3276(920) 437-3276
Toll-Free:
(800) 525-2396(800) 525-2396
Fax:
(920) 437-1993(920) 437-1993
Details
Visitor parking below the building and across the street in the Cherry Street Ramp.
Branch Address
2124 Kohler Memorial Dr
Ste 230
Sheboygan, WI 53081
US
Branch:
(920) 208-2178(920) 208-2178
Toll-Free:
(800) 338-6414(800) 338-6414
Fax:
(920) 208-2187(920) 208-2187
Branch Address
4545 West College Ave
Ste 300
Appleton, WI 54914
US
Branch:
(920) 832-9110(920) 832-9110
Toll-Free:
(888) 606-6386(888) 606-6386
Fax:
(920) 832-0968(920) 832-0968
Branch Address
11501 North Port Washington
Mequon, WI 53092
US
Branch:
(262) 241-1920(262) 241-1920
Toll-Free:
(888) 791-8360(888) 791-8360
Fax:
(262) 241-1921(262) 241-1921
Details
front door parking on Eastside of Office Building
Branch Address
8215 Greenway Blvd
Ste 400
Middleton, WI 53562
US
Branch:
(608) 829-2882(608) 829-2882
Toll-Free:
(800) 776-7797(800) 776-7797
Fax:
(608) 829-2911(608) 829-2911
Branch Address
9796 Highway 70 West
Minocqua, WI 54548
US
Branch:
(715) 356-9473(715) 356-9473
Toll-Free:
(800) 473-9473(800) 473-9473
Fax:
(715) 356-2654(715) 356-2654
Branch Address
411 E Wisconsin Ave
Suite 2200
Milwaukee, WI 53202
US
Branch:
(414) 226-3000(414) 226-3000
Toll-Free:
(800) 558-7505(800) 558-7505
Fax:
(414) 226-3081(414) 226-3081
Brookfield Branch
Find a Financial AdvisorBranch Address
20975 Swenson Drive
Suite 300
Waukesha, WI 53186
US
Branch:
(262) 523-8300(262) 523-8300
Toll-Free:
(800) 965-4967(800) 965-4967
Fax:
(262) 523-8333(262) 523-8333
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
12Morgan 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.
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
12Morgan 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.
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), 4763067 (9/2025)