Douglas Adams, CFP
Executive Director, Market Manager
Phone:
(913) 402-5244(913) 402-5244
Morgan Stanley
Leawood Branch Office
You define success, we help you achieve it
11161 Overbrook Rd.
Ste 225
Leawood, KS 66211
US
Branch:
(913) 402-5200(913) 402-5200
Toll-Free:
(800) 483-8706(800) 483-8706
Branch Manager
Douglas E. AdamsPhone:
(913) 402-5244(913) 402-5244
About Morgan Stanley Leawood Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Our Team at Morgan Stanley Leawood Branch
Gloria Lane
Business Service Officer
Phone:
(913) 402-5227(913) 402-5227
Stephanie Bono
First Vice President, Senior Risk Officer
Phone:
(913) 402-5265(913) 402-5265
Justin Moore
Vice President, Risk Officer
Phone:
(913) 402-5205(913) 402-5205
Krisanne Bradley
Market Administrator
Phone:
(913) 402-5220(913) 402-5220
About Douglas Adams
Doug Adams is an Executive Director at Morgan Stanley and is the Market Manager for Leawood, Wichita and Springfield offices. Doug has spent his entire professional career at Morgan Stanley, starting as a Financial Advisor in 2001. He took his first leadership position in 2013 as the Sales Manager for the Kansas City Complex, was promoted to Associate Complex Manager in 2015, and has been in his current role since early 2020. He holds the Series 7, 66, 9 and 10 licenses, and also earned his Certified Financial Planner ™ designation in 2012.
Outside of work Doug enjoys playing tennis, staying active, and cheering on the Chiefs and Royals. He lives in Prairie Village with his 3 daughters and their dog Winston.
Outside of work Doug enjoys playing tennis, staying active, and cheering on the Chiefs and Royals. He lives in Prairie Village with his 3 daughters and their dog Winston.
About Gloria Lane
Gloria Lane is a Vice President at Morgan Stanley and serves as the Business Service Officer for the Leawood, KS and Springfield, MO branches. Gloria has been in the industry since 1987, when she began with a regional broker/dealer here in Kansas City working in Compliance. She also worked for a firm in Austin, TX that worked with independent contractors, and then came to Morgan Stanley in 2004 working in the Regional Service Center north of Chicago and back again in 2008 to service as the Business Service Officer here in the KC area.
In her current role she enjoys interactions with the support professionals that report to her. They work together to solve problems and provide first class service to our clients.
Gloria graduated from the University of Kansas, where she earned a BGS degree in Psychology.
Gloria lives with her husband in Overland Park, KS. Outside of the office, she enjoys reading, genealogy and spending time with her 7 grandchildren.
In her current role she enjoys interactions with the support professionals that report to her. They work together to solve problems and provide first class service to our clients.
Gloria graduated from the University of Kansas, where she earned a BGS degree in Psychology.
Gloria lives with her husband in Overland Park, KS. Outside of the office, she enjoys reading, genealogy and spending time with her 7 grandchildren.
About Stephanie Bono
Stephanie Bono is a First Vice President at Morgan Stanley and currently serves as the Senior Complex Risk Officer for the complex sitting in the Leawood, Kansas branch office. Stephanie started her financial career in 1999 as a margin clerk and has since held various positions in the industry, including in operations and in management.
As the Senior Complex Risk Officer, Stephanie is responsible for a wide variety of supervisory, compliance, and risk functions related to the complex. She is responsible for maintaining a consistent control environment through adherence of business ethics and practices as well as adherence to all applicable Federal, State, and Local laws, Morgan Stanley policies, and other regulations.
Stephanie earned an undergraduate degree in Personal Finance from the University of Missouri – Columbia. She holds the Series 3, 7, 9, 10 & 66 licenses.
Outside of the office, Stephanie enjoys traveling, watching sports, cooking, and spending time with her family and friends. She lives in Overland Park, KS with her husband and their two sons.
As the Senior Complex Risk Officer, Stephanie is responsible for a wide variety of supervisory, compliance, and risk functions related to the complex. She is responsible for maintaining a consistent control environment through adherence of business ethics and practices as well as adherence to all applicable Federal, State, and Local laws, Morgan Stanley policies, and other regulations.
Stephanie earned an undergraduate degree in Personal Finance from the University of Missouri – Columbia. She holds the Series 3, 7, 9, 10 & 66 licenses.
Outside of the office, Stephanie enjoys traveling, watching sports, cooking, and spending time with her family and friends. She lives in Overland Park, KS with her husband and their two sons.
About Justin Moore
Justin Moore is a Vice President at Morgan Stanley and is the Complex Risk Officer for the Leawood KS branch. Justin has over 25 years of experience in the industry with over 10 years at Morgan Stanley. He’s served in various roles including Field Compliance Supervisor, Branch Examiner, and Centralized Supervision Principal. He holds the Series 7, 66, 24, 51, 3, 9 and 10 licenses.
Outside of work, Justin enjoys watching his children’s sporting events, and participating in running and triathlon events in the area. He lives in Leawood with his wife and two teenagers.
Outside of work, Justin enjoys watching his children’s sporting events, and participating in running and triathlon events in the area. He lives in Leawood with his wife and two teenagers.
About Krisanne Bradley
Krisanne Bradley is the Market Administrator for the Heartland Complex and works in the Leawood branch. The majority of Krisanne’s career has been in corporate event planning. She has been with Morgan Stanley for one year and feels like her current role is a great fit matching both her organizational and event planning skills and love for a team culture.
Krisanne graduated from the University of Missouri with a BS in Clinical Social Work.
Krisanne lives with husband, two teenage sons and two dogs in Leawood. She has been fortunate to travel extensively with former clients and now loves to travel with family and friends. She also enjoys watching her son’s sporting events, searching for new favorite restaurants and going to Chiefs games.
Krisanne graduated from the University of Missouri with a BS in Clinical Social Work.
Krisanne lives with husband, two teenage sons and two dogs in Leawood. She has been fortunate to travel extensively with former clients and now loves to travel with family and friends. She also enjoys watching her son’s sporting events, searching for new favorite restaurants and going to Chiefs games.
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Branch Address
11161 Overbrook Rd.
Ste 225
Leawood, KS 66211
US
Branch:
(913) 402-5200(913) 402-5200
Toll-Free:
(800) 483-8706(800) 483-8706
Fax:
(913) 897-7762(913) 897-7762
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.
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.
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.
7Morgan 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
8Morgan 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 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
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.
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.
7Morgan 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
8Morgan 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 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