Debbie Leach is a Series 66-licensed financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services using structured processes and firm-approved tools.

Charles Grimes Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various roles since 2012, including at Morgan Stanley Private Bank, National Association since 2015. Based in Austin, TX, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning agreements.

Jason Sadeghbeigi is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Citigroup, Bank of America, Merrill, and J.P. Morgan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured discovery tools and a range of investment products.

Trenton Fisher is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes seven years at Merrill before joining Morgan Stanley Smith Barney LLC, where he has worked for three years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, serving clients through both direct and corporate financial planning agreements.

Donna Lopez is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Inc. since 2003. Outside of her advisory role, she is an independent contractor for Avon Products Inc. 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 planning strategies, managing approximately $2.74 trillion in client assets.