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, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. 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 processes and firm-approved tools.

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 with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at The Ayco Company LP, Cornell Development Company, New York City Football Club, and the United States Soccer Federation. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Ricardo Martell Jr. is a financial advisor at Morgan Stanley in Oakland, CA, with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 both directly and through corporate financial planning agreements.

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.

Erik Gonzalez is a Series 66-licensed financial advisor with Morgan Stanley in Miami, FL, where he has worked since 2012. He has 16 years of industry experience. Outside of his advisory role, he is a partner in A&E Kings Creek LLC, a real estate-related business. 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 supported by firm-approved tools and analytics.

Michael Gahan is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Daniel Marks is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley in 2019. Marks also serves as a trustee and co-trustee in a trust-related role outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis from its Global Investment Committee.

Shang Wen Huang is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. He is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process that utilizes firm-approved tools and modeling techniques.

Cian Ward is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, Ward worked at First Republic Investment Management, Strategic Index Money Management, and Wallender & Associates. His background also includes roles outside finance, including positions at Chipotle Mexican Grill and Jamba Juice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 planning tools such as Monte Carlo simulations to assist clients in modeling financial outcomes.

Joseph Zimmerman is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with investment-related activities through Robo Properties. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Joseph Hudson is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021 and Morgan Stanley Private Bank, N.A. since 2025. Prior to entering the financial industry, he was employed at The Boxoffice Company for five years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm utilizes structured planning tools and scenario modeling to develop financial plans, while clients remain responsible for implementation and updates.

Michael Yu is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Sino-World Acquisition Group, and J.P. Morgan Securities. Outside of his advisory role, he serves as an officer for Vice Apparel, a retail and online store based in Irvine, California. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and supports both direct client relationships and corporate financial planning agreements.

Louis Herskovitz is a financial advisor at Morgan Stanley in Westport, CT, holding Series 65 and Series 63 licenses. He has four years of industry experience, including roles at SwifTest and work as an actor under the name Lev Harvey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients through both direct and corporate agreements.

Donna Mccusker is a financial advisor with Morgan Stanley in San Rafael, CA, holding a Series 63 designation and 42 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she serves on the San Rafael Fire Commission, attending monthly meetings to discuss fire department activities and community service improvements. Morgan Stanley Wealth Management provides a wide range of advisory programs to 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 engages in diverse investment activities, including relationships with investment companies and private funds.

Christine Austin is a financial advisor at Morgan Stanley in Bethesda, MD, with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at E*TRADE Securities and Charles Schwab. Her career includes a personal sabbatical and time as a full-time student at Mesa Community College. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support clients, with a broad platform that includes retail and institutional offerings.

Aaron Alexander is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Commerce Bank and LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.