Michael Platte
Senior Vice President, Branch Manager
Phone:
(614) 741-8915(614) 741-8915
Morgan Stanley
New Albany Branch Office
You define success, we help you achieve it
15 South High Street
New Albany, OH 43054
US
Branch:
(833) 634-0189(833) 634-0189
Toll-Free:
(833) 634-0189(833) 634-0189
Branch Manager
Michael PlattePhone:
(614) 741-8915(614) 741-8915
Our Team at Morgan Stanley New Albany Branch
Zack Bernsdorf
Vice President, Business Service Officer
Phone:
(614) 460-2617(614) 460-2617
Briner Ellis
Assistant Vice President, Risk Officer
Phone:
(513) 762-5254(513) 762-5254
Steve Meihaus
Assistant Vice President, Risk Officer
Phone:
(513) 852-4454(513) 852-4454
Kimberly Emerson
First Vice President, Private Banker
Phone:
(614) 229-4920(614) 229-4920
About Michael Platte
NMLS#: 1918450
About Zack Bernsdorf
Zack grew up in Columbus, OH and went to The Ohio State University for his undergraduate degree. He began his career in wealth management right out of college holding various roles across both Columbus and Cincinnati, where he then received his MBA from Xavier University.
He is a people person and loves to empower others to be the best versions of themselves with a focus in achieving both personal and team goals.
Zack spends his time with family, friends, and his husky Nova. In his free time, Zack is a devout Ohio State football fan, staying active with any number of sports, and spending time doing various outdoors activities.
He is a people person and loves to empower others to be the best versions of themselves with a focus in achieving both personal and team goals.
Zack spends his time with family, friends, and his husky Nova. In his free time, Zack is a devout Ohio State football fan, staying active with any number of sports, and spending time doing various outdoors activities.
About Briner Ellis
Briner started his career with Morgan Stanley in 2022 at the Kenwood Branch. Previously he
spent 16 years working at a regional insurance and investment services firm in downtown
Cincinnati working both sales and compliance roles during his tenure.
Briner is a graduate of Ball State University and currently resides in Mount Washington on
Cincinnati’s East side. He is active in the Greater Cincinnati Ball State Alumni Association and
spends his free time exploring Cincinnati’s vibrant restaurant scene, getting outside either
hiking, or camping and working on home improvement projects
spent 16 years working at a regional insurance and investment services firm in downtown
Cincinnati working both sales and compliance roles during his tenure.
Briner is a graduate of Ball State University and currently resides in Mount Washington on
Cincinnati’s East side. He is active in the Greater Cincinnati Ball State Alumni Association and
spends his free time exploring Cincinnati’s vibrant restaurant scene, getting outside either
hiking, or camping and working on home improvement projects
About Steve Meihaus
Steve Meihaus is an Assistant Vice President and Complex Risk Officer serving Morgan Stanley’s Wealth Management offices in Kenwood and Downtown Cincinnati. Prior to joining Morgan Stanley in 2022, Steve worked in managed account risk and trading supervision at another brokerage firm.
Steve is an Army Veteran and graduated from Thomas More College earning a degree in Business Administration, then returned to Thomas More to earn his MBA.
Steve currently resides in Hebron, KY with his wife Hannah, and daughter Camryn. In his free time Steve enjoys spending time with family, traveling, and working on home projects.
Steve is an Army Veteran and graduated from Thomas More College earning a degree in Business Administration, then returned to Thomas More to earn his MBA.
Steve currently resides in Hebron, KY with his wife Hannah, and daughter Camryn. In his free time Steve enjoys spending time with family, traveling, and working on home projects.
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Branch Address
15 South High Street
New Albany, OH 43054
US
Branch:
(833) 634-0189(833) 634-0189
Toll-Free:
(833) 634-0189(833) 634-0189
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 (“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 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 (“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 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