Michael John Blackwell, CFP
Senior Vice President
Michael Blackwell joined Morgan Stanley in 2007. Michael focuses on comprehensive financial planning. Prior to Morgan Stanley, Michael spent six years in the information technology sector where he served as a Delivery Project Executive at IBM and a Director of Field Services at Dimension Data. Prior to working in information technology, Michael’s professional engineering career began in manufacturing as a metallurgist with Carpenter Technology Corporation. Michael holds a Master’s Degree from University of Pennsylvania in Materials Science & Engineering where he graduated Cum Laude. He conducted thesis research work at Oak Ridge National Laboratory. He holds a Bachelor’s Degree in Materials Science & Engineering from Lehigh University where he graduated Magna Cum Laude and he currently serves on the Lehigh University Alumni Board. He completed his financial planning studies at Georgetown University. He earned CERTIFIED FINANCIAL PLANNER certification in 2010.
J. Charles Carroll, CFP
Senior Vice President
“Charlie” Carroll began working for Morgan Stanley in 2001. He earned CERTIFIED FINANCIAL PLANNER certification in 2006. Before joining Morgan Stanley, Charlie was an Accounting Manager for Mountain States Insurance Group. He became a Certified Public Accountant in 1997 when he worked for Meyners + Co. He also worked at Mountain States Insurance Group as a Premium Auditor and as a Claims Adjuster. Charlie earned his Bachelors of Business Administration with a concentration in Finance from the University of New Mexico.
Chris Guillen joined Morgan Stanley in 2007, where he spent a majority of his career working on the New York Stock Exchange Trading Floor and in Private Wealth Management in New York City. Chris and his family are from Northern New Mexico and have deep ties to the surrounding communities. Chris also earned a Bachelor’s Degree from The University of New Mexico where he majored in Financial Management, minored in Economics, and graduated Cum Laude.
Jan Frank has been employed in the financial services industry for 12 years, working at a couple of different firms before finding her home at Morgan Stanley. Before that she has owned and managed a restaurant, worked at UNM managing the Department of General Medicine, at the University of Utah in the Artificial Organs Division and many other interesting and rewarding careers. Jan has two sons and two wonderful grandsons (the best part of having kids). She has lived in New Mexico for 30 years and considers herself a native. Jan enjoys all the variety of cultures, climates, the variety of things to do and see but most of all the people of New Mexico and all their interesting stories.
Senior Registered Associate
Melanie Collier has worked for Morgan Stanley since 2006. Prior to that, she worked at Merrill Lynch for 20 years. She earned her degree in Economics, with a minor in Business at UNM. Melanie worked in the banking industry for over 10 years before deciding on the Financial Industry as her passion. She prides herself on taking care of all the administrative details related to client accounts, especially providing client service.
Senior Registered Associate
Melanie O’Callaghan has been employed at Morgan Stanley Wealth Management since 2006. She has a diverse professional background including owning and operating Pen & Pad, a local office supply and stationery store, to working as an internal auditor for the State of Arizona. Melanie earned her Bachelors of Business Administration with a concentration in Marketing and a minor in Economics from the University of New Mexico.
Market Information Delayed 20 Minutes
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCYAwards Disclosures