ADVISOR BIO

Adam Korzen is a registered representative with Morgan Stanley. Adam has been in the securities industry since 2021. Adam holds Series 7, SIE and Series 66 registrations and is licensed in 54 states. Adam is also a registered investment advisor in 3 states.

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ADVISOR BIO

Andrew Jordan Miller is a registered representative with Morgan Stanley. Andrew is registered in 36 states and has over 5 years of experience in the industry. Andrew is a Series 7, Series 66, and SIE exam holder and specializes in helping individuals, families, and businesses meet their financial goals. Andrew's services include financial planning, portfolio management, and asset allocation advice.

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ADVISOR BIO

Brett Rickey is a registered representative with Morgan Stanley. Brett has been in the securities industry for 2 years. Brett is licensed to sell securities in 53 states and is also a registered investment advisor in Alabama and Texas. Brett is a Series 7TO and Series 66 holder and has the SIE designation. Brett works out of the Tuscaloosa, Alabama branch of Morgan Stanley.

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Cole Weston Baker is a financial advisor at Morgan Stanley, with an active license in both Broker-Dealer and Investment Advisor capacities. Cole has been in the financial services industry since November 2016. Cole earned the Series 66, SIE, and Series 7 licenses and holds registrations in 40 states and two territories. Cole has previously worked at Morgan Stanley Smith Barney LLC and the University of Alabama.

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ADVISOR BIO

Daniel Jack is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered with Morgan Stanley. Daniel has held previous positions at PNC Investments, BBVA Securities, ProEquities, Compass Brokerage, AmSouth Investment Services, AXA Advisors, and Franklin Financial Services. Daniel holds Series 4, 7, 24, 27, 63, 65, 99TO, and SIE licenses. Daniel is a Registered Representative (RR) and an Investment Advisor Representative (IAR). Daniel provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, individuals, and investment companies.

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Erin Ward Dunn is a registered representative with Morgan Stanley. Erin is licensed to provide investment advice in 54 states and the District of Columbia. Erin has been in the financial services industry since April 2011 and has a Series 7, Series 66, and SIE license. Erin's specializations include Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies.

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ADVISOR BIO

Jacob Edward Nannen is a financial advisor with Morgan Stanley. Jacob has been in the financial services industry since March 2023. Jacob is registered with the state of New York and is also Series 7 and 66 licensed. Jacob has a background in both the financial services and technology industries.

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James Hall Todd is a registered representative with Morgan Stanley. James Todd has been in the securities industry since September 12, 2021. James Todd is registered with the state of Alabama and Texas. James Todd has a Series 7TO, Series 66, and a SIE license. James Todd has been a licensed agent with Morgan Stanley since April 2020. James Todd is also registered with FINRA.

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Jaron Clark Scott is a financial advisor with Morgan Stanley. Jaron Scott is registered with the state of Alabama, as well as 51 other states, and is also registered as an Investment Advisor Representative in Alabama and Texas. Jaron Scott is associated with Morgan Stanley in the Tuscaloosa, AL branch. Jaron Scott has been in the industry since January 31, 2022. Jaron Scott is licensed to offer securities advice and sell securities products. Jaron Scott works with a variety of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Jason Sgarlata is a financial advisor at Fisher Investments. Jason is a Certified Financial Planner with over 20 years of experience in the financial services industry. Jason has experience working with high net worth individuals, corporations, and investment companies. Jason has worked with Fisher Investments since 2013 and has held previous positions at LPL Financial Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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