ADVISOR BIO

Susan Dionne is a financial advisor with Morgan Stanley. Susan has been in the industry since 2008, and has experience with a variety of financial institutions, including Ameriprise Financial Services, Inc., Wells Fargo Advisors, LLC, J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Susan is licensed to sell securities in 52 states and holds Series 66, Series 7, and SIE licenses. Susan also owns and operates Zen Philosophy LLC DBA Susie G Consulting, a self-development business focused on emotional intelligence, confidence, motivation, and self-esteem.

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ADVISOR BIO

Susan Anastasiadis is a registered representative with Capital Insight Partners, LLC. Susan has been in the financial services industry since 2002. She has a wide range of experience in investment counseling, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Susan also has prior experience with Securities America, Inc., Foothill Securities, Inc., and Purshe Kaplan Sterling Investments. Susan is dedicated to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Susan Marie Clarke is a financial advisor with over 30 years of experience in the industry. Susan is currently registered with Robert W. Baird & Co. Inc. in the state of Arizona, with a branch office in Phoenix. Susan has previously worked with U.S. BANCORP PIPER JAFFRAY INC., SUTRO & CO. INCORPORATED and INVEST FINANCIAL CORPORATION. Susan offers a range of advisory services including financial planning, pension consulting, and portfolio management. She is also licensed to sell a variety of financial products including securities, insurance, and investment company products.

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ADVISOR BIO

Susana Gallagher is a financial advisor with Morgan Stanley. She has been in the financial industry since 2016 and holds the Series 63, Series 7, Series 9, Series 10, and Series 24 licenses. Susana is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 53 states. She specializes in providing financial planning, asset allocation advice, and portfolio management services to a wide range of clients, including individuals, businesses, and institutions.

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ADVISOR BIO

Susana Romo-lozano is a financial advisor with over 6 years of experience in the industry. Susana has a Series 6, 7, 63, and 66 licenses and is registered with the state of Arizona. Susana's previous experience includes working with BANCWEST INVESTMENT SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Susana is currently employed with Morgan Stanley and is licensed in multiple states.

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ADVISOR BIO

Susanna A. Hadden is a financial advisor with over 20 years of experience in the industry. Susanna is currently registered with Morgan Stanley, serving clients in Arizona, New York, and Texas. Susanna has a broad range of experience in the financial industry. Before joining Morgan Stanley in 2009, Susanna worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Susanna's extensive experience allows her to offer clients a diverse set of services and advice. Susanna is a dedicated advisor with a strong track record of providing personalized financial solutions that meet individual client needs.

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ADVISOR BIO

Taha Siddiqui is a registered representative with Morgan Stanley, with a focus on financial planning and investment management. Taha has been in the industry since October 2021 and is licensed to provide investment advisory services in Arizona and Texas. Previously, Taha was registered with E*TRADE SECURITIES LLC.

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ADVISOR BIO

Tamara Olson is a financial advisor with over 25 years of experience in the industry. Tamara has been registered with Morgan Stanley since 2011 and has a broad range of experience, including working with individuals, families, trusts, and institutions. Her expertise spans various financial areas like investments, retirement planning, estate planning, and insurance. Tamara has a strong commitment to providing personalized and tailored advice to help her clients achieve their financial goals.

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ADVISOR BIO

Tanner Wayne Everson is a registered representative and investment advisor representative with Morgan Stanley. Tanner has been in the securities industry since May 10, 2019. Tanner is registered to conduct securities business in 54 states and the District of Columbia. Tanner has passed the Series 7, Series 66 and SIE exams. Tanner's current firm is Morgan Stanley. Tanner is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).

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ADVISOR BIO

Tariq Shaikh is a financial advisor at Morgan Stanley, a large investment firm based in Purchase, New York. Tariq has been in the financial services industry since 2011. Tariq has a Series 7, Series 63 and Series 66 license. Tariq has experience working at Solium Financial Services LLC and Charles Schwab & Co., Inc. before joining Morgan Stanley.

SPECIALIZATIONS