The Finley Group - Morgan Stanley Team - MADISON, WI
Morgan Stanley
The Finley Group
at Morgan Stanley
tel: (608) 829-3259
toll-free: (800) 776-7797 
fax: (608) 829-2911
Barbara Steffen Finley
Barbara Steffen Finley, CIMA
Senior Vice President
Wealth Advisor
tel: (608) 829-3259
Professional Details
  • 1993 - Present: Morgan Stanley*
  • 2011 - 2015: Morgan Stanley Financial Advisor Advisory Council
  • 2015: Financial Times Top 400 Ranking
  • 2011: Barron's Top 1000 Advisors
  • 2010: Barron's Top 1000 Advisors
  • 1983: University of Minnesota M.B.A
  • 1982: University of Wisconsin B.B.A
  • CIMA® University of Pennsylvania Wharton School
Barbara Steffen Finley, CIMA  holds the following registrations:
BM/Supervisor; Securities Agent: AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MI, MN, MO, NC, NH, NM, NV, NY, OR, PA, SC, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1265265

Sean Finley
Sean Finley
Financial Advisor
Professional Details
  • 2013 - Present: Morgan Stanley
  • Series 7, 66 Licensed
  • 2013: University of Iowa B.B.A. Finance
Sean Finley holds the following registrations:
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 1288308

Patrick M. Finley
Wealth Management Associate
tel: (608) 829-3255
fax: (608) 829-2911

Professional Details
  • 2001 - Present: Morgan Stanley*
  • Series 7, 31, 66 Licensed
  • 1988: University of Wisconsin, BS-Industrial Engineering
  • 1984: University of Wisconsin, BS
  • National W Club President & Executive Board
  • United Way of Dane County

Darci Kruchten
Portfolio Associate
tel: (608) 829-3252
fax: (608) 829-2911

Professional Details
  • 1983: University of Wisconsin, BS
  • Series 7, 63, 65 Licensed

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Awards Disclosures
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