Birmingham Market Office

Troy joined Morgan Stanley in 1994 as an Intern in the Chicago 70 West Madison office. He quickly completed the Financial Advisor Training Program and received the National Sales Director Award in 1995. He was promoted to Branch Sales Manager in that same Chicago office, exactly twenty years after he began as an intern. During those two decades, Troy managed individual, family, foundational, and institutional accounts for a variety of high net worth clients.

Since his first leadership appointment in 2004 as Branch Sales Manager in Chicago-Madison, Troy has been promoted several times— District Sales Manager for Illinois, Wisconsin and Michigan from 2006-2009, Branch Manager of the LaSalle Street office from 2009-2012, and then Branch Manager of the 70 West Madison office of Morgan Stanley in Chicago, a position that oversaw 94 financial advisors. During his tenure as branch manager. He remained at the West Madison, Chicago office until 2015 when he moved to Birmingham, Michigan in order to continue his ascent as Market Executive for the Southeast Michigan Northwest Ohio branch offices. In this role, Troy oversees seven Morgan Stanley branches with 214 financial advisors, $24 billion in client assets, and revenues in excess of $211 million.

Troy attributes his success in business to creativity and determination. In his spare time, he is an avid golfer and an instrument rated licensed multi-engine pilot— a skill he earned while obtaining a B.S. in Aeronautical Science from Saint Louis University.

Angie began her career in financial services with Smith Barney in 2000 as an Operation Associate in the Lansing, MI location. From there, she was quickly promoted to Operations Manager of Toledo, leading the service team and partnering with the branch manager to grow the branch. Following the merger of Morgan Stanley and Smith Barney, and the introduction of the Complex Structure of leadership, Angie was named the Market Business Service Officer for the South East Michigan Complex.

In this role, she continues to lead a team that supervises the business operations of over 220 financial advisors, and approximately 150 support professionals. She also partners with the Complex Manager and Senior Risk Officer, while having six Business Service Managers and 5 Administrators as direct reports. The SE Michigan Complex has a wide variety of businesses, ranging from Institutional, Private Wealth, Corporate Retirement, Sports/Entertainment, and retail high net worth clients that require Angie’s unique and innovative solutions on a minute by minute basis.

Angie is married to her husband Josh and has two children, Rolando and Ariana. In her free time, she enjoys bike riding, gardening, and spending quality time with her family. In addition to her professional responsibilities, Angie is also involved with the Girl Scouts of America as well as several local charities.

Nicole M. Haines is a First Vice President, Senior Risk Officer based in Birmingham, Michigan, supporting seven branches and more than 200 Financial Advisors. She partners with branch and market leadership to help maintain a strong, consistent supervisory environment - promoting ethical practices and adherence to firm policies and regulatory standards - so advisors can serve clients with confidence.

Known for clear, practical judgment, Nicole helps guide the resolution of complex supervisory matters, coordinating with legal, compliance, and other partners to reach timely, well-reasoned outcomes. She leads a team of four Risk Officers who support the market’s branch offices with day-to-day risk and supervisory needs. As part of her focus on responsible growth, Nicole is also involved in innovation initiatives at Morgan Stanley, including AI efforts designed to strengthen consistency and speed of risk decision-making – supporting a high-quality client and advisor experience – without compromising standards.

Nicole brings more than a decade of wealth management risk and supervision experience, including prior leadership roles at Morgan Stanley and elsewhere, and she holds FINRA Series 3, 7, 9/10, and 66 licenses. She completed her undergraduate studies at Bucknell University and earned a Masters in Applied Cognition and Neuroscience from the University of Texas at Dallas. Nicole resides in Berkley, Michigan with her husband and their beloved pets.

Chuk previously served as the Financial Planning Director in the Minnesota/Dakota Markets. He is a CERTIFIED FINANCIAL PLANNER^®, graduated with his MBA from Hamline University in Saint Paul, MN, and joined Morgan Stanley in 2021.

His hobbies are spending time outdoors, shooting, golf, traveling and finding good restaurants. He is also fluent in four languages.

Rachel DeFer joined Morgan Stanley in November 2018 as a Client Service Associate. In June 2022 she joined the Market Team as the Market Administrator for the Southeast Michigan Northwest Ohio Morgan Stanley Market. In this role, Rachel is responsible for helping to supervise the travel, expenses, and facilities needs of the Complex’ nearly 400 employees.