ADVISOR BIO

Alan Hess is a financial advisor at Morgan Stanley. Alan has been in the industry since 1981 and has worked at various firms, including Legg Mason Wood Walker, Incorporated, Citigroup Global Markets Inc. Alan is registered in 26 states and is a Registered Representative with FINRA and a licensed Investment Adviser Representative. Alan holds Series 63, 65, 7, and SIE licenses.

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ADVISOR BIO

Alexander Rotman is a financial advisor with Morgan Stanley. Alexander has been in the financial services industry since December 1999. Alexander has experience in various areas including providing investment advice and portfolio management for businesses and individuals. Alexander is registered with FINRA and the state of Maryland, Texas and 25 other states. Alexander is also licensed to provide investment advice to individuals and businesses.

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ADVISOR BIO

Allison Bridges Duvall is a financial advisor at Morgan Stanley. Allison has been in the industry since 2019 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Maryland. Allison specializes in financial planning, asset allocation advice, portfolio management for individuals and businesses, and investment management for investment companies. Allison is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Amanda Burnside is a financial advisor with Morgan Stanley. Amanda has been in the financial services industry since 2009 and has experience with several firms including KESTRA INVESTMENT SERVICES, LLC, THE LEADERS GROUP, INC., WUNDERLICH SECURITIES, INC., and CAPITOL SECURITIES MANAGEMENT, INC. Amanda is registered with FINRA and holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Amanda provides financial planning, asset allocation advice, selection of other advisors, portfolio management for individuals, businesses, and investment companies, and educational seminars.

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ADVISOR BIO

Andrew David Fink is a financial advisor registered with Morgan Stanley in Lutherville, Maryland. Andrew has been in the industry since January 2008 and has experience working at firms such as Citigroup Global Markets Inc. and MetLife Securities Inc. Andrew specializes in providing financial advice and investment management services to individuals, families, and businesses. Andrew holds Series 6, 7, 31, and 66 securities licenses as well as a SIE designation, indicating a strong foundation in financial knowledge. Andrew is committed to providing personalized financial advice and investment strategies to help clients reach their financial goals.

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ADVISOR BIO

Annakate Cross is a financial advisor at Morgan Stanley. Annakate has been in the financial industry since 2003 and has a Series 7, Series 63, and Series 66 license. Annakate has experience with various financial products and services, including asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Annakate is registered to provide investment advice in 49 states and the District of Columbia.

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ADVISOR BIO

Anne Fink is a financial advisor with Morgan Stanley. Anne has over 40 years of experience in the financial services industry. Anne is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and Investment Advisor Representative. Anne holds the Series 3, 7, 15, and 63 licenses, as well as the Securities Industry Essentials (SIE) certification. Anne is licensed in numerous states and currently holds active registrations in Maryland and Texas. Anne specializes in providing asset allocation, financial planning, and portfolio management services. Anne has a long history of working with high-net-worth individuals and has experience working with institutions such as insurance companies, charitable organizations, and corporations.

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ADVISOR BIO

Anne Swain Miklos is a financial advisor with Morgan Stanley, providing financial advice to individuals and businesses. Anne has been in the financial services industry since 2008 and is registered with the Securities and Exchange Commission (SEC) and FINRA. Anne has a broad range of experience in financial planning, portfolio management, and investment advice. She is dedicated to helping her clients achieve their financial goals. Anne is also a registered representative with the state of Maryland, as well as a registered investment advisor in Texas.

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ADVISOR BIO

Ariel Popel is a registered investment advisor representative with over 28 years of experience in the financial services industry. Ariel is currently registered with Morgan Stanley in Lutherville, Maryland. Ariel has previously held positions with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ariel has a wide range of experience in the financial services industry including experience in portfolio management for individuals, businesses and investment companies. Ariel also provides asset allocation advice, financial planning, pension consulting and educational seminars.

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ADVISOR BIO

Ayanna Byrd is a registered representative at Morgan Stanley. Ayanna has been in the financial services industry since 2022 and has experience with a variety of clients, including individuals, businesses, and institutions. Ayanna is dedicated to providing her clients with personalized financial advice and investment strategies. Ayanna holds the Series 7TO and SIE licenses and is registered in Maryland and Texas. She is also a graduate of the University of Maryland.

SPECIALIZATIONS