Sonia Balfour-Fears, CFP®,CRPC®

First Vice President, Financial Advisor, Director Global Sports & Entertainment

Judith Joy

Vice President

Craig Long

Executive Director

Kelly Y Taylor, CAMS

VP of Global Financial Crimes Training

Jeffrey Clark Johnson

Wealth Management Associate

Frances Williams

Vice President, Financial Advisor

Carlos Arciniegas

Business and Data Associate

Scott Whatley

Chief Revenue Officer & Managing Director

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients.

Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are four core values — putting clients first, doing the right thing, leading with exceptional ideas and giving back — that guide its more than 55,000 employees in 1,200 offices across 43 countries.

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