Jessi Mills
Vice President, Branch Manager
Phone:
(304) 353-9022(304) 353-9022
Morgan Stanley
Charleston West Virginia Branch Office
You define success, we help you achieve it
500 Lee St E Laidley Twr
Ste 300
Charleston, WV 25301
US
Branch:
(304) 353-9000(304) 353-9000
Toll-Free:
(800) 642-8683(800) 642-8683
Branch Manager
Jessi E. MillsPhone:
(304) 353-9022(304) 353-9022
About Morgan Stanley Charleston West Virginia Branch
In the heart of Charleston, West Virginia, our team is committed to understanding the needs of individuals, families, and institutions and providing a suite a services tailored to your specific goals. Our seasoned team of Financial Advisors are dedicated to earning your trust through personalized guidance and support.
We look forward to working together, making your dreams a reality and contributing to the growth and prosperity of the Charleston community. Your success is our priority.
We look forward to working together, making your dreams a reality and contributing to the growth and prosperity of the Charleston community. Your success is our priority.
Services Provided
- Alternative InvestmentsFootnote1
- Cash Management SolutionsFootnote2
- Family Mission Statements
- Insurance ServicesFootnote3
- Investing with ImpactFootnote4
- Lending SolutionsFootnote5
- Legacy PlanningFootnote6
- Long-term Care InsuranceFootnote7
- Maintaining Cash Flow
- Next Generation EducationFootnote8
- Retirement PlanningFootnote9
- Saving for CollegeFootnote10
- Succession PlanningFootnote11
- Traditional Investments
Our Team at Morgan Stanley Charleston West Virginia Branch
Amanda Kugel
First Vice President, Business Service Officer
Phone:
(304) 353-9004(304) 353-9004
Brian McClung
Vice President, Risk Officer
Phone:
(304) 353-9003(304) 353-9003
Adrianne Ashby
Branch Administrator
Phone:
(304) 353-9045(304) 353-9045
About Jessi Mills
Securities Agent: MO, MI, WA, OH, NH, MN, KS, FL, AZ, TX, PR, NV, MA, IN, CT, MD, AR, WV, VI, NY, LA, GA, DE, DC, AL, AK, OK, NE, KY, IA, HI, CA, SC, NJ, NC, MS, ID, VT, UT, RI, PA, ND, MT, ME, IL, CO, WY, OR, WI, VA, TN, SD, NM; BM/Supervisor; General Securities Representative; Investment Advisor Representative
About Amanda Kugel
Amanda Kugel is the Business Service Officer at Morgan Stanley's West Virginia branches. With a passion for leadership and development, Amanda finds fulfillment in guiding Support Professionals to enhance their skill sets and pursue their goals. Collaborating closely with Financial Advisors, she strives to ensure the delivery of exceptional service and the growth of their respective businesses. Amanda holds a Bachelor of Science in Business Administration from the University of Tennessee, Knoxville and has been working in the industry for 2 decades. She joined Morgan Stanley in 2007 as a Branch Administrator in Charleston and eventually assumed the role of a Business Service Officer in 2012. Throughout her career, Amanda has explored diverse roles, yet her affinity for service has proven to be the most harmonious fit.
Her commitment to her career is rivaled only by her devotion to her family and loved ones. Amanda resides in Charleston alongside her partner, Nathan, and their three daughters: Lilli, Addison, and Sloane. Beyond her professional pursuits, Amanda finds solace in quality moments spent with her family and friends.
Her commitment to her career is rivaled only by her devotion to her family and loved ones. Amanda resides in Charleston alongside her partner, Nathan, and their three daughters: Lilli, Addison, and Sloane. Beyond her professional pursuits, Amanda finds solace in quality moments spent with her family and friends.
About Brian McClung
Brian McClung serves as a dedicated Risk Officer, leveraging his expertise to support Financial Advisors in delivering exceptional customer service and sound advice to clients. With a Bachelor of Science in Business Administration from West Virginia University, Brian's passion for finance was sparked during his academic years, leading to an internship at Edward Jones Investments. His career in the industry commenced in 2004 at Wachovia, and he joined Morgan Stanley in 2005 as a Client Service Associate. Through exploring diverse roles, including that of a Branch Administrator, he eventually assumed the role of a Complex Risk Officer in 2012.
Brian's commitments extend beyond his professional life; he is a devoted father to Eleanor (4) and Charlie (2), and a loving husband to his wife Kelley, who is a skilled pharmacist. When away from the office, Brian loves spending time outdoors, indulging in activities like kayaking and fishing.
Brian's commitments extend beyond his professional life; he is a devoted father to Eleanor (4) and Charlie (2), and a loving husband to his wife Kelley, who is a skilled pharmacist. When away from the office, Brian loves spending time outdoors, indulging in activities like kayaking and fishing.
About Adrianne Ashby
Adrianne Ashby joined Morgan Stanley in 2019 as the Branch Administrator for Morgan Stanley’s West Virginia offices. Adrianne received her Bachelor of Business Administration from Marshall University. She lives in Charleston, West Virginia with her two daughters, Mila and Layla. When not in the office, Adrianne enjoys spending time with family and friends, being creative, and enjoying music.
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Branch Address
500 Lee St E Laidley Twr
Ste 300
Charleston, WV 25301
US
Branch:
(304) 353-9000(304) 353-9000
Toll-Free:
(800) 642-8683(800) 642-8683
Fax:
(304) 353-9055(304) 353-9055
1Alternative 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.
2Morgan 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
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4The 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.
5Morgan 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
6Morgan 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Tax 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.
9When 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.
10Tax 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.
11Morgan 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 the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Morgan 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
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4The 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.
5Morgan 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
6Morgan 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Tax 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.
9When 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.
10Tax 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.
11Morgan 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 the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024