Kay Yamada is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 designations and over 39 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and was previously with Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured discovery conversations and firm-approved planning tools to support clients, managing approximately $2.74 trillion in assets.

Derek Levy is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following nine years at Citigroup Global Markets. He serves as a board member and finance committee member of The Jewish Home Family Foundation, a nonprofit focused on health and welfare. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools.

Austin Blaue is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Capital Group / American Funds Service Co. for eight years. Outside of finance, he has experience in the retail and service sectors, including time at Prairie Highlands Golf Course and Peachwave Frozen Yogurt. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Glenn Sabath is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he spent eleven years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and scenario modeling.

Dominic Najem is a financial advisor with Morgan Stanley in Westlake, Ohio, holding a Series 66 designation and 28 years of industry experience. His work history includes positions at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial plans under both direct and corporate agreements.

Ryan Willsen is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kent Wolever is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding the CFP® designation and Series 66 license. He has 17 years of industry experience, including nine years at Edward Jones prior to joining Morgan Stanley and its affiliate private bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Leslie Ash is a financial advisor with Morgan Stanley in Vero Beach, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Prior to joining Morgan Stanley, Ash worked at Merrill from 1993 to 2007 and Citigroup Global Markets from 2007 to 2009. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of financial advisors and specialized planning groups.

Matthew Voss is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

Jarrod Mc Cubbin is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation. He has experience working at Morgan Stanley since 2025 and previously operated insurance agencies affiliated with Allstate from 2015 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach utilizing firm‑approved tools and modeling techniques.

David Gilliam is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 designation and seven years of industry experience. He joined Morgan Stanley in 2017 after three years at Jessup & Associates and has been with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Christina Aquino is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017, following work at Axiom Law and the Law Offices of Aron Bornstein. Outside of advising, she is the sole proprietor and owner of Aquino Holdings, LLC, a real estate-related business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and approved tools, with a focus on advisory relationships rather than individual security recommendations.

Maria Mccann is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support client outcomes.

Kathleen Lach is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously spent 13 years at UBS Financial Services. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs including personalized financial planning supported by a structured discovery process and firm-approved tools.

Hernan Gonzalez is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market modeling techniques.

Iris Gomez is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Gomez holds Series 63 and Series 66 designations and is based in New York, NY. 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. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Daniel Haber is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at The Ayco Company LP, Cornell Development Company, and New York City Football Club. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and investment programs supported by structured planning tools and models, serving a broad client base through various advisory arrangements.

Ricardo Martell Jr. is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 and financial planning services supported by structured tools and the Global Investment Committee’s resources, managing approximately $2.74 trillion in client assets.

Linda Le is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2017. Prior to her current role, she worked at New England Survey Systems. 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 and financial planning services supported by structured discovery conversations and firm-approved planning tools.

Quin Cable is a financial advisor with Morgan Stanley in Charleston, WV, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, Quin worked at Bank of America, Merrill, RW Baird, and several other firms, including a lengthy period in education. 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 and financial planning services that utilize structured discovery processes and firm-approved tools.