The Wrigley Group at Morgan Stanley

Lance Eaton’s clients rely on him to help plan their financial well-being - now and well into the future. They chose him for his client-centric orientation and his care for them and their family. They also appreciate his comprehensive approach to financial and wealth management – to ensure every aspect of their financial life is aligned to the future they’ve committed to achieve – through all the twists and turns.

Clients also count on Lance’s knowledge on their equity compensation which can be significant portions of their investment portfolios. He helps clients navigate and manage their public company equity compensation plans including tax management strategies, Rule 144 transactions and 10b5-1 Trading Plans.

Lance has 25 years of professional experience since entering the investment and financial services industry in 1999. He is a CERTIFIED FINANCIAL PLANNER™. He shares his diverse experience with clients having also worked at UBS Financial Services, Oppenheimer & Co and ETrade prior to joining Morgan Stanley. Ironically, Morgan Stanley acquired ETrade in 2020.

Lance serves clients across the United States from his offices and homes in both Chicago and Phoenix. He is a Board Member of the Illinois Chapter of the FPA (Financial Planning Association) and is the Chapter’s National Advocacy Director. Lance also serves on the FPA Advisory Council Executive Committee at the national level to ensure that Financial Planning Association members are heard on issues of importance to them and the financial planning profession. In this role, he also helps the FPA lobby Congress for financial planning legislation that will benefit all Americans.

Lance’s undergraduate education was at UCLA and the University of Texas at Austin.

When he’s not serving clients, Lance enjoys traveling domestically and abroad, fine cuisine, the Chicago Cubs, musical theatre, concerts, and all kinds of design.

Asif Ahmed is a seasoned financial advisor with over two decades of experience in the industry. As a Senior Vice President and one of three principals of The Wrigley Group at Morgan Stanley, he leads a high-caliber wealth management team, serving as the primary portfolio manager and co-director of Alternative Investments. Asif is a member of the team’s operating committee and plays a pivotal role in shaping the group’s strategic direction. With experience in portfolio construction, securities selection, behavioral finance, and risk management, he excels at solving complex financial challenges and leads his team in crafting customized financial solutions for affluent families and institutions.

His international background, fluency in multiple languages, and experience living on three continents give him a unique global perspective. This enables him to provide clients with thoughtful insights into world economics, commerce, capital markets, and geopolitics.

Asif is a proud University of Houston alumnus with a background in psychology. He began his career in 2000 at Bank of America, where he underwent rigorous training in custom credit and liquidity management. After more than a decade at Bank of America, he joined J.P. Morgan Wealth Management in 2011 before moving to Morgan Stanley in February 2022.

Beyond his professional life, Asif is passionate about mentoring children and young adults. His commitment to philanthropy is evident through his support for a large orphanage, a cause that aligns with his deep-seated values of community and compassion.

In his free time, Asif enjoys endurance sports such as running and cycling, reading, photography, and cooking for his loved ones. Above all his greatest priority is his family-his wife, Wendy, and their daughters, Kayla and Zhara-with whom he resides in Cave Creek, Arizona.

Institutions, business owners, corporate executives, healthcare professionals, athletes, entrepreneurs, lawyers, retirees, and their next generation family members have all relied on Brian to be their partner for their wealth management needs.

They know they’re tapping into his 20 years of experience in wealth management to provide them with guidance on a wide range of aspects including, portfolio construction and management, investment manager selection, tax efficient investing, risk management, retirement, legacy and education planning, alternative investments, cash and liquidity management, custom credit strategies, cash settlements, and business valuation.

An overarching goal throughout Brian’s career has been to deliver a differentiated level of client service. He’s had the privilege to work with amazing families over the years and puts extensive care into building personal relationships with them. Having their trust and friendship means the world to Brian, who employs a collaborative process to help his clients articulate their goals and aspirations for themselves and their families. As Brian says, “it’s a team effort and I look forward to serving them every day”.

Brian is a proud University of Tampa alumnus, where he earned his B.S in Finance with a concentration in Investment Management. After graduation, he started his career as a financial advisor trainee at Merrill Lynch, Pierce, Fenner & Smith Inc and later went on to enjoy a 15-year career at JPMorgan Securities, LLC. Brian worked as an Investment Advisor on the business owners’ team in downtown Chicago within JPMorgan’s Private Bank. He later went on to represent the Chase Private Client brand as an Executive Director and West Region Team Lead - Investment Product Specialist where he worked alongside Regional and Market Directors to coordinate efforts around advisor development, training, and the execution of business initiatives. He helped educate advisors on financial markets, portfolio construction, strategic and tactical asset allocation, risk management, manager selection, and retirement planning. Brian finished his JPMorgan Wealth Management career as a Senior Vice President and joined Morgan Stanly in May 2022.

Brian lives in Castle Pines, Colorado, working out of Morgan Stanley’s offices in Phoenix, Arizona and Greenwood Village, Colorado. He enjoys spending time with his wife, Caitlin, and their two beautiful children Mason and Amelia. They enjoy spending time with family and friends, traveling, skiing, golfing, attending sporting events, and collecting wine. He is passionate about mentoring young adults looking to get into the wealth management industry and previously volunteered his time at the Indiana Coalition Against Domestic Violence.

Edward Roberts, CFP^®, CRPC^®, is a Financial Advisor with The Wrigley Group at Morgan Stanley. In this role, he focuses on understanding clients’ goals and quantifying them through rigorous, ongoing financial planning. He finds it especially gratifying to work with multi-generational households, helping families create strategies that endure across lifetimes.

Ed has more than 20 years of experience in the financial services industry, including time spent working alongside his father, mother, brother, and aunt at Merrill Lynch. Before transitioning into wealth management, he served as Director of Supply Chain for a regional distribution company for 10 years, where he honed his skills in decision-making, analysis, and complex problem-solving.

Within the Wrigley Group, Ed collaborates closely with Lance Eaton and Autumn Bregante on equity compensation plans and contributes to the team's sophisticated financial planning strategies. He is also enthusiastic about integrating alternative investments into client portfolios, modeling strategies to ensure they align with each client's unique financial objectives.

Ed earned his degree in Supply Chain Management from Arizona State University. He also holds the CERTIFIED FINANCIAL PLANNER^® and Chartered Retirement Planning Counselor℠ marks.

Outside of the office Ed is actively involved with the Arizona Humane Society. An avid runner, he once competed in full and ultra marathons across the mountains of Peru and other parts of the world. These days he enjoys trail running closer to home often along Scottsdale's Grand Canalscape and in the Papago and McDowell Mountains. A native Phoenician with strong ties to the Valley, Ed resides in Scottsdale with his family.

I moved from Georgia to Arizona in 2011 to start a new chapter, and that leap sparked what still drives me today: I genuinely love helping people feel confident, informed, and truly supported when it comes to their financial lives. Today, I’m an Equity Compensation Associate and Co-Partner with The Wrigley Group at Morgan Stanley, where I help executives and their families make sense of the real-world complexity of equity compensation and executive benefits.

With 14+ years in financial services, including nine years focusing on stock plan administration and reinvestment strategies, I’ve had the privilege of working closely with C-suite leaders on everything from 10b5-1 trading plans to ongoing executive services and stock plan education. What excites me most is taking the “overwhelming” parts of a plan and turning them into clear, practical next steps, so clients can move forward with confidence.

But the best part of my work is the relationships. I truly enjoy getting to know my clients, earning their trust, and being a steady, responsive resource they can call, text, or message when questions come up. Great planning is personal, and strong relationships are built over time.

I’m also honored to serve as President of the NASPP Phoenix Chapter, where I get to help elevate education and best practices across the stock plan profession.

Outside the office, you’ll usually find me kickboxing, testing a new recipe, or spending quality time with my family.

Emily began her financial services career as a trader after attending Aurora University in Aurora, IL. She enjoyed this role, however felt a deeper calling to help clients meet and exceed their financial goals. Emily takes a holistic approach to a client's overall financial health. She understands that there are many components that make up a unique financial strategy and therefore, takes her clients through a very thorough financial planning process, identifying goals and determining a strategy to meet those goals. Emily has a defined client service model, meeting with her clients on a regular basis, allowing her to monitor the progress of the goals and adjust investment strategy as needed.

Emily’s passion for the business grew even further when her husband passed away. This life event brought a powerful yearning to help people better prepare for life’s unexpected events. Emily's clients would describe her as experienced, knowledgeable, comprehensive, but most of all understanding and relatable.

Outside of work, Emily enjoys hiking and traveling with family & friends. She has 3 beautiful girls, two of which are twins. Her oldest is currently attending college in New York City. In honor of her late husband, Emily plays an active role in the ALS Association. Emily would describe her three passions in life to be her family, faith, and her clients.

Carrine Langley is a Senior Registered Sales Associate with The Wrigley Group at Morgan Stanley. She joined the team in early 2023 alongside her longtime colleague and collaborator, Senior Vice President and Financial Advisor, Asif Ahmed. Together, they bring a strong partnership built on years of shared experience to deliver an elevated standard of service for clients.

Carrine began her career in financial services at Charles Schwab in 1999 as a Registered Representative before moving to Wells Fargo Investments. She spent 17 years at JP Morgan Wealth Management, where she supported high-net-worth individuals and families with personalized financial strategies - eight of those years in direct partnership with Asif Ahmed.

At The Wrigley Group, Carrine continues to serve clients with care and dedication while also leading the team’s marketing initiatives and event planning efforts. She brings a fresh, creative perspective to client engagement helping the team connect with people in meaningful ways both inside and outside the financial conversation.

Born and raised in Phoenix, Arizona, Carrine lives in Verrado/Buckeye with her two children, Charlotte and Aiden. She holds a degree in Business Administration and Management from the University of Phoenix. Outside of her work with wealth management, Carrine has a deep passion for sound healing and creating spaces using courage connection healing and community. She also enjoys photography, hiking, paddle boarding, traveling, attending concerts, and spending time with her family.

Solece joined The Wrigley Group at Morgan Stanley in October 2023. Solece supports clients in their day-to-day account needs and provides operational support to the team.

Solece began her career at State Farm Insurance, then moved to Charles Schwab & Company. She received her Bachelor of Global Management degree from Arizona State University, where she graduated Summa Cum Laude. She currently holds her Series 7, Series 63, and Series 66 Licenses.

Solece is a Rio Rancho, New Mexico native, though she now calls Chandler, Arizona home. Her favorite hobbies are pursuing home improvement projects, painting, and taking road trips with her fiancé Anthony & their dog Annie across the Southwest.

Rachel joined The Wrigley Group at Morgan Stanley as an intern in December 2024 before transitioning to a Client Service Associate in July 2025. In her current position, she focuses on operational support and provides dedicated assistance to clients ensuring their needs are met with care and efficiency.

A recent graduate of Arizona State University, Rachel earned her Bachelor’s degree in Business with a concentration in Financial Planning and a minor in Human and Family Development. As an Arizona native, she enjoys spending time outdoors, and takes pleasure in baking, reading, and relaxing with her cat, Rain.