ADVISOR BIO

David Robert Esham is a financial advisor at Morgan Stanley and has been in the industry since 1996. David is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA), and has a broad range of licenses, including Series 3, 7, 9, 10, 63, and 65, as well as the SIE exam. David's previous experience includes working for Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. David is a registered investment advisor and has a proven track record of success in helping clients achieve their financial goals. David has expertise in providing asset allocation advice, financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies.

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ADVISOR BIO

Gail L. Nelson is a registered representative with Morgan Stanley. Gail has over 25 years of experience in the financial services industry. Gail holds a Series 7, Series 31, Series 63, and Series 66 licenses. Gail provides investment advice and financial planning services to a range of clients, including high-net-worth individuals, families, and businesses.

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ADVISOR BIO

Gregory Reddell is a financial professional registered with State Farm Investment Management Corp. Gregory has been in the financial industry since April 1, 1998. Gregory is currently licensed in Delaware, Maryland and Missouri. Gregory holds the Series 6, Series 26 and Series 63 licenses. Gregory is also a Chartered Financial Consultant. The firm specializes in portfolio management for individuals and investment companies. Gregory's office is located at 715 E. William Street in Salisbury, MD.

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ADVISOR BIO

John Wakefield Feeney is a financial advisor with Morgan Stanley. John has been in the industry since 2003, with previous experience at PNC Investments, Wells Fargo Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John holds licenses in multiple states including District of Columbia, Virginia. John is a highly experienced financial advisor with a strong track record of success.

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ADVISOR BIO

Joshua J Currence is a financial advisor with Morgan Stanley. Joshua has been in the financial services industry since November 17, 2014. Joshua is registered with the Securities and Exchange Commission (SEC) and with FINRA. Joshua is also registered as an investment advisor representative (IAR) in the state of Maryland. Joshua has a Series 7, Series 66, and SIE license. Joshua's specializations include Retirement Planning, Education Planning, Estate Planning, Insurance Planning, and Financial Planning.

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ADVISOR BIO

Karen Davis is a financial professional with over 20 years of experience in the industry. Karen is registered with State Farm Investment Management Corp. and holds a Series 6, Series 63, and SIE license. Karen's primary office is located at 2420 N Salisbury Blvd Unit 9 in Salisbury, MD. Karen is a Chartered Financial Consultant and has experience working with individuals and investment companies. Karen provides portfolio management services to clients.

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ADVISOR BIO

Kristopher Todd is a financial advisor with Morgan Stanley, based in Salisbury, MD. Kristopher has been in the financial services industry since 2010 and is registered with the Securities and Exchange Commission (SEC) and various states. Kristopher offers a variety of financial planning services, including asset allocation, retirement planning, college savings, and estate planning. Kristopher is also a registered investment advisor (RIA) and can provide investment advice on a fee-only basis. Prior to joining Morgan Stanley, Kristopher worked as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Malgorzata Magathan is a financial advisor at Morgan Stanley with over 15 years of experience in the industry. Malgorzata is registered to provide investment advice in 53 states and the District of Columbia. She specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, investment companies, and charitable organizations. Malgorzata has been with Morgan Stanley since 2009. Prior to that, she was employed at Morgan Stanley DW Inc. and Morgan Stanley & Co. Incorporated. Malgorzata is committed to providing her clients with the highest level of service and personalized financial guidance.

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ADVISOR BIO

Matthew Robins is a financial advisor with Morgan Stanley. Matthew has been in the financial services industry since June 2008 and holds Series 7, 31, 63, and 65 licenses. Matthew is registered to provide investment advice in 19 states. Matthew’s expertise includes providing investment advice, financial planning, pension consulting, asset allocation advice, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. Matthew is also registered to provide investment advisory services in Maryland and Texas.

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ADVISOR BIO

Peter A. Scott is a financial advisor registered with Morgan Stanley. Peter has been in the financial industry since 2018 and holds Series 7, Series 66, and SIE licenses. Peter is registered to provide investment advice in 42 states and the District of Columbia.

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