ADVISOR BIO

Amy Ward is a financial advisor with Morgan Stanley. Amy has over 20 years of experience in the financial services industry. Amy has held previous roles with WELLS FARGO CLEARING SERVICES, LLC and PRUDENTIAL SECURITIES INCORPORATED. Amy is registered with FINRA as a General Securities Representative (Series 7), a Registered Options Principal (Series 9), a General Securities Sales Supervisor (Series 10), and a Futures Managed Funds Representative (Series 31). Amy holds the Series 63 and Series 65 licenses, and is registered with the states of Alabama, Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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ADVISOR BIO

Deborah Gerken is a financial advisor with Morgan Stanley in Montecito, California. Deborah has been in the financial industry since November 1995. Deborah has worked with several financial firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated. Deborah has passed the Series 63, Series 65, Series 7 and Series 8 exams. She is currently registered with the state of California and Texas. Deborah has a long history in the financial industry and is dedicated to providing her clients with the best possible financial advice.

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Ethan Shultz is a financial advisor with over 2 years of experience in the financial industry. Ethan has held previous roles with Merrill Lynch and Redfin. Ethan currently works with Morgan Stanley in Montecito, CA and has been registered with the state of California and Texas. Ethan has a Series 7, Series 66, and SIE license. Ethan provides financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Frederick Marcel Przekop is a financial advisor registered with Morgan Stanley and has been in the industry since December 17, 2003. Frederick is licensed in several states including California, Texas, Alabama, Arizona, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, Oklahoma, Oregon, Pennsylvania, Utah, Virginia, Washington, and Wyoming. He is also a Chartered Financial Analyst and has experience working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, insurance companies, investment companies, pension and profit-sharing plans, state or municipal government entities, and banking or thrift institutions. Before joining Morgan Stanley, Frederick was affiliated with FIRST REPUBLIC SECURITIES COMPANY, LLC and FIRST REPUBLIC INVESTMENT MANAGEMENT.

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James Jay Hallman is a financial advisor with over 30 years of experience in the industry. James is currently registered with Morgan Stanley, where he offers a variety of investment services including financial planning, portfolio management, and pension consulting. James has held prior positions with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and Morgan Stanley Private Bank, National Association. James holds several licenses and certifications, including the Series 7, 9, 10, 31, 63, and 65. James has a long history of providing financial advice to individuals, businesses, and institutions.

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Jeanine Jane Burford is an investment advisor representative at Morgan Stanley. Jeanine has over 30 years of experience in the financial services industry. She is a Series 7 and 63 registered representative and holds a Series 65 license. She is also registered as an investment advisor representative in 20 states. Jeanine has held previous positions with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Corelink Financial, Inc., Smith Barney Inc. and Lehman Brothers Inc.

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Jerrad Dalon Burford is a financial advisor with Morgan Stanley, a large financial services firm. Jerrad has been in the financial services industry since December 1991. Jerrad has a wide range of experience and is registered in multiple states.

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ADVISOR BIO

Karla Lynn is a financial advisor with Morgan Stanley. Karla has been in the industry since 2014 and holds both Series 66 and Series 7 licenses. Karla specializes in providing financial advice and portfolio management services to individuals and businesses. She is registered in 32 states and is a registered investment advisor in Texas and California. Prior to joining Morgan Stanley, Karla worked at First Republic Securities Company, LLC.

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Lashawn Chantel Hayes is a financial advisor currently registered with Morgan Stanley. Lashawn has been in the financial services industry since May 2012 and has a wide range of experience working with various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, and D.A. Davidson & Co. Lashawn holds a Series 66, Series 7 and SIE license and is registered in multiple states. Lashawn offers a comprehensive suite of services including financial planning, portfolio management, and asset allocation advice.

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ADVISOR BIO

Michelle-marie Janie Burmester is a financial advisor at Morgan Stanley. Michelle-marie is registered with the state of California and has been in the financial industry since 2016. Michelle-marie has passed several industry exams including the Series 7, Series 63, Series 66 and the SIE. Michelle-marie is also registered as an Investment Advisor Representative in Texas. Michelle-marie provides financial planning, investment advice and portfolio management for individual clients as well as businesses and institutions. Michelle-marie also provides pension consulting services. Michelle-marie is a licensed agent and is registered as an Investment Advisor Representative in Texas. Michelle-marie's primary business is located in Montecito, California. Michelle-marie is also an active member of a commercial rental property partnership in Carpinteria, California.

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