Richard Goldenberg is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 63 designation and 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also involved as a board member and co-owner in investment-related real estate activities through Gold Mountain Holdings, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Myca Greer is a financial advisor at Morgan Stanley with 14 years of industry experience. She has worked at Morgan Stanley since 2012 and has been with Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s planning process involves structured discovery and firm-approved tools, utilizing advanced modeling techniques such as Monte Carlo simulations.

Meg Pelkey is a financial advisor at Morgan Stanley with 8 years of industry experience and holds a Series 66 designation. She has worked at Morgan Stanley since 2014 and is currently part of Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Erin Burke is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, N.A. in Oxnard, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced analytical tools.

Brian Currier is a financial advisor with Morgan Stanley based in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley since 2009 and has also worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Abeba Cherinet is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2016, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and advanced modeling tools but relies on clients for plan implementation and updates.

Jeryl Salmond is a financial advisor with Morgan Stanley in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Salmond serves as chairman of the endowment committee for the James R. Clark Memorial Sickle Cell Foundation and is a minister at various churches. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning and investment services supported by firm-approved planning tools and a structured process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Kassie Potter is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 13 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and proprietary market simulations.

Evan Katz is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses. He has 56 years of industry experience and has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools alongside broad retail and institutional offerings.

Samuel Yonce Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by proprietary tools and research from its Global Investment Committee.

Nicholas Mendelson is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Mika Woods is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 designations and bringing seven years of industry experience. Prior to joining Morgan Stanley in 2026, Woods worked at Merrill for four years and spent a combined four years at U.S. Bancorp Investments, Inc. and US Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by structured planning tools and firm-approved methodologies.

Richard Looper is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, following six years as a self-employed professional. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

Drew Armstrong is a financial advisor with Morgan Stanley in Holladay, UT, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and Morgan Stanley Private Bank, N.A. He is also involved with Strykaar, LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and research.

Dina Jones is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she works as a makeup artist for Dior and Chanel Cosmetics. Morgan Stanley Wealth Management is a large SEC-registered firm serving individual and institutional clients with a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools.

Richard Rosbach is a financial advisor with Morgan Stanley in Bellingham, WA, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Winnie Cao is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Morgan Stanley and positions in education at institutions such as the University of California, Los Angeles, Pasadena City College, and Mark Keppel High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

James Hofheimer is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Toroso Investment, LLC and Rothschild Investment Corp. Outside of his advisory work, he serves sporadically as an arbitrator in FINRA dispute resolution. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that employs firm-approved tools and modeling techniques.

Monette Spears is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies, managing approximately $2.74 trillion in client assets.

Alexander Field is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and was previously with UBS Financial Services from 2015 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.