ADVISOR BIO

Benjamin Stafford is a financial advisor with Morgan Stanley, a firm with over $1.4 trillion in assets under management. Benjamin has been in the industry since June 2020. Benjamin is licensed to provide financial advice in 53 states and the District of Columbia. Benjamin’s areas of specialization include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Benjamin J. Lee is a financial advisor with Morgan Stanley. Benjamin has been in the financial industry since 2013. Benjamin holds Series 6, 7, 63, and 65 licenses. Benjamin is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Benjamin is also registered as an Investment Advisor Representative in Arizona and Texas.

SPECIALIZATIONS

ADVISOR BIO

Benjamin Kissel is an Investment Advisor Representative registered with Morgan Stanley. Benjamin Kissel has been in the industry for 2 years. Benjamin Kissel is registered in 53 states and is also registered with FINRA. Benjamin Kissel is Series 7TO and Series 66 licensed.

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ADVISOR BIO

Beth Allyson Griffin is a financial advisor with Morgan Stanley, located in Scottsdale, Arizona. Beth has been in the industry since 2005, and holds licenses in 49 states and the District of Columbia. Beth specializes in providing financial advice to high-net-worth individuals, corporations, and institutions. Beth has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Bethany Ann Hatch is a Registered Investment Advisor representative with Assetmark, Inc., in Phoenix, Arizona. Bethany Ann Hatch has been in the industry since 2016 and has a strong track record of success in helping clients achieve their financial goals. Bethany Ann Hatch is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Blake Goodstein is a financial advisor with Morgan Stanley. Blake holds the Series 7TO, Series 63, and SIE licenses and has been in the industry since August 2024. Blake's clients include individuals, high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, businesses, charitable organizations, and insurance companies. Blake specializes in investment planning, retirement planning, college savings, and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Blake Wilson Parker is an active investment advisor representative registered with Morgan Stanley. Parker is also registered with the state of Arizona as a broker-dealer and an investment advisor. Parker is based in Tempe, Arizona and has been in the financial services industry since 2019. Parker has experience with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and ROBINHOOD FINANCIAL, LLC. Parker's experience includes providing financial planning, portfolio management, and asset allocation advice to a variety of clients. Parker is also registered with the state of Texas as a broker-dealer. Parker's expertise includes working with high-net-worth individuals, corporations, and other businesses.

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ADVISOR BIO

Bradford Paul Wheeler is a financial advisor with Assetmark, Inc. based in Phoenix, Arizona. He is a registered investment advisor and holds Series 6, 63, 26, and SIE licenses. Bradford has over 20 years of experience in the financial services industry and has worked with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Bradford focuses on providing clients with a variety of investment and financial planning services.

SPECIALIZATIONS

ADVISOR BIO

Bradley Dunlap has been in the financial services industry since 2009. Bradley is a registered investment advisor representative with State Farm Investment Management Corp. Bradley is licensed in Arizona and Texas. Bradley has a Series 6 license and is also a Chartered Financial Consultant. Bradley has over 20 years of experience in the insurance industry. Bradley is committed to providing clients with personalized financial advice and strategies. Bradley specializes in helping clients with retirement planning, investment management and insurance needs.

SPECIALIZATIONS

ADVISOR BIO

Bradley Barnes is a financial advisor with Morgan Stanley in GILBERT, AZ. Bradley has been working in the financial services industry since 2019. Bradley is registered with both FINRA and the state of Arizona as a registered representative and investment advisor representative. Bradley has earned the Series 63, Series 65, and Series 7 licenses. Bradley is licensed to provide investment advice in 53 states and the District of Columbia.

SPECIALIZATIONS