Toledo Branch Office

Scott Brown is a Senior Vice President, Financial Advisor and Branch Manager of The Aurora Group at Morgan Stanley. He has over 30 years of experience in finance. Scott received a BA from Pensacola Christian College and a MBA from Indiana Wesleyan University. He has studied Investment Analysis at The Wharton School of Business and holds the CERTIFIED FINANCIAL PLANNER^® and the Certified Investment Management Analyst^® designations. As a Morgan Stanley designated Lending Specialist, he has completed training designed to better assist clients evaluate their liquidity needs as part of their larger financial goals.

Scott leads the investment process and securities selection for the group. He utilizes a comprehensive wealth management process to develop actionable plans tailored to individual situations. He is dedicated to thoroughly understanding each client’s financial position, long and short-term goals, and appetite for risk. He uses this information along with the firm’s modern wealth management analytics and risk management tools to formulate customized strategies.

Scott is very involved in the faith-based community both in Toledo and across the country. He proudly serves on the Board of Trustees at the Emmanuel Christian School and is on the board of the Pregnancy Center of Greater Toledo and the Learning Club of Toledo. Scott has been married to his wife Lisa for over 25 years. They have two sons. Connor recently got married and works at Morgan Stanley on a different team. Carter recently graduated Grand Canyon University. The Brown family is very active at the Emmanuel Baptist Church in Toledo.


NMLS#: 907667

Sarah Jobak is a Branch Service Officer at Morgan Stanley, with over twelve years of experience in financial services, with previous positions as a Client Service Associate and more recently as a Branch Administrator. Her expertise in managing branch operations and fostering a collaborative team culture has been instrumental in driving operational excellence and client and employee satisfaction. Sarah holds a Master’s degree in Historical Archaeology from UMass Boston and a Bachelor’s degree in Anthropology from the University of Michigan, along with industry licenses including her Series 7, 66, and 9/10. Sarah resides in Michigan with her husband, Chad, and two daughters, Charlie and Lillian, and enjoys reading, cooking, and traveling in her free time.

With 38 years in the industry, including 25 years at Morgan Stanley, Kim has demonstrated versatility and leadership. Her career began in roles such as operations clerk and wire operator, eventually advancing to Support Professional. For the past 25 years, Kim has held various management positions, most recently serving as a Risk Officer.

Kim's academic background includes a Bachelor's degree from the University of Toledo. She is also well-qualified with securities licenses, including Series 7, 66, 9/10, 65, 3, and 31. On a personal note, Kim has been married to her husband Kyle for 31 years. In her leisure time, she enjoys reading, quilting, and hiking.