ADVISOR BIO

Adam Paoli is a financial advisor at Morgan Stanley in Tucson, Arizona. Adam has been in the industry since 2015, specializing in various financial services, including portfolio management for individuals, businesses, and investment companies. Adam is registered with FINRA and holds the Series 7, Series 66, and SIE licenses, and is a registered investment advisor in 27 states. Adam is also a 50% owner of PB Media LLC, a web development service.

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ADVISOR BIO

Aditi Gupta is a financial advisor at Morgan Stanley. Aditi has been in the financial industry since 2005 and holds Series 6, 7, 63, and 66 licenses. Aditi has worked at Citigroup Global Markets Inc. and Morgan Stanley Smith Barney before joining Morgan Stanley. Aditi specializes in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Aditi's areas of expertise include asset allocation, financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Agustin Elias is an investment advisor representative with over 20 years of experience in the financial services industry. Elias is currently registered with Morgan Stanley and holds registrations in Arizona and Texas. Elias has also previously been registered with WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INVESTMENTS, LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Elias specializes in portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Alan Vasey is a financial professional with over 20 years of experience in the financial services industry. Alan is currently registered with State Farm Investment Management Corp. Alan has a Series 6, Series 63, and SIE licenses and has been a Registered Representative since 2003. Alan holds the Chartered Financial Consultant designation. In addition to his role with State Farm Investment Management Corp, Alan also owns and operates Alan Vasey Insurance Agency. Alan also has a property investment business in addition to his other activities.

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ADVISOR BIO

Aleksei W. Fedor is a registered representative with Robert W. Baird & Co. Inc. Aleksei has been in the industry since December 13, 2017. Aleksei has passed the Series 66, Series 7 and SIE exams. Aleksei is currently registered in 36 states and is actively licensed in Arizona and Texas. Aleksei specializes in a variety of investment areas including, but not limited to, retirement planning, insurance, investment advisory services and financial planning.

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ADVISOR BIO

Amit Manchanda is an investment advisor representative registered with State Farm Investment Management Corp. Amit is registered in Arizona and California. Amit has been in the industry since 2023. Amit is also a licensed insurance agent and is the owner of Andy Manchanda’s Insurance Agency.

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ADVISOR BIO

Andres Parada hernandez is an active investment advisor representative with Morgan Stanley. Andres has been in the industry since 2017. Andres is licensed to provide investment advice in Arizona and Texas and offers a wide range of services, including financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Angelique Tambures is a financial advisor with over 20 years of experience in the industry. Angelique is currently registered with Morgan Stanley in Tucson, Arizona. Angelique began her career in the financial services industry in 1999 with CITIGROUP GLOBAL MARKETS INC. Angelique has a wide range of experience in the financial services industry and is dedicated to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Anna Delia Alvarado is a financial advisor who has been in the industry since 1992. Anna is currently registered with Morgan Stanley in Arizona and Texas. Anna has a variety of experience in the financial industry, having worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and BANC ONE ARIZONA INVESTMENT SERVICES CORPORATION. Anna specializes in providing financial advice to individuals, businesses, insurance companies, investment companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, state or municipal government entities.

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ADVISOR BIO

Anne Elizabeth Burgess has been working in the financial industry since May 1989. She is currently registered with Morgan Stanley in Tucson, Arizona, where she has been employed since June 2009. Previously, she worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.

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