James Rice is a financial advisor at Morgan Stanley in Bellevue, WA, holding Series 63 and Series 66 designations with 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Patrick Sheehan is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole proprietor of Patbrady Holdings LLC, an investment and finance entity based in Seattle. Morgan Stanley Wealth Management is a large 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 research from its Global Investment Committee.

Mary Black is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. 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, managing approximately $2.74 trillion in client assets.

Leonard Hill is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Private Bank since 2021. Prior to that, he held roles at Hartford Funds Distributors and Wells Fargo Funds Distributor. Hill serves on the Foundation Board of Central Washington University. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services directly and via corporate financial planning agreements.

Hans Gasser is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at various Morgan Stanley entities since 2008, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He holds the Series 66 designation and is based in Bellevue, WA. 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 to help clients develop tailored plans.

Francine Griggs is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she contributes as a creative designer for the Bellevue High School Football Club booster club, creating end-of-year gifts for senior athletes. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, using structured financial planning tools and a variety of investment programs. The firm manages approximately $2.74 trillion in client assets and offers tailored planning and advisory strategies.

Alexandra Luther Gray is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2022. Prior to her finance career, she held various roles including positions in education and the hospitality industry. Morgan Stanley Wealth Management serves individual 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 employs structured planning tools and investment models as part of its advisory process.

Aaron Tschumper is a financial advisor at Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 credentials. He has one year of industry experience, including prior roles at Joey's and Anthony's, as well as a tenure at Western Washington University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Lamar Neagle is a Series 66-licensed financial advisor with Morgan Stanley in Bellevue, WA, bringing six years of experience at the firm and a total of five years in the industry. Prior to his finance career, he spent nine years with Major League Soccer and remains involved in the soccer community through roles such as board member of the RAVE Foundation and partner in Ballard Football Club, LLC. He also serves on advisory and development boards for Seattle Sounders F.C., Mount Rainier Athletic Club, and the Local Organizing Committee for FIFA Seattle. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and utilizing firm-approved tools and models to assist in client planning.

Joel Berntson is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole proprietor of Double O Resorts LLC, a property management business based in Seattle. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs 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 a structured planning process supported by firm-approved tools and modeling techniques.

Sean Hsu is a CFP® professional with eight years of experience in the financial services industry. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2025, with prior roles at UBS Financial Services, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Axa Advisors, LLC. Before his financial services career, he spent five years at North Shore Technology Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Richard Radecki is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as president of the MREHA, a homeowners association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Eric Justis is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its related entities since 2011. Outside of his advisory role, he serves on the finance committee of the Lewiston Civic Theatre and is involved in real estate property management and business development activities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Yu Shan Jou is a financial advisor at Morgan Stanley in Bellevue, WA, with 26 years of industry experience. They have held their current position since 2014 and hold Series 63 and Series 65 licenses. Outside of their advisory role, Yu Shan Jou operates a sole proprietorship focused on digital currency and Bitcoin. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and utilizes firm-approved tools such as Monte Carlo simulations to model outcomes.

Olivia Normand is a financial advisor with Morgan Stanley in Bellevue, WA. She holds a Series 66 designation and began her advisory career with Morgan Stanley in 2025. Prior to joining Morgan Stanley, she worked at Sun Oaks Tennis and Fitness Club and held various other roles including at Gonzaga University and Huntington Health. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and delivers planning services through Financial Advisors and the Estate Planning Strategies Group.

Sally Beckwith is a financial advisor at Morgan Stanley with 40 years of industry experience. She has held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Beckwith holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is a 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 structured planning processes supported by firm-approved tools and analytics.

Elif Lee is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds the Series 66 designation. Outside of her advisory work, she is the founder of Kimana Group LLC, a life coaching and consulting business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Kerry Zimm is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliate since 2012. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate agreements.

Kathleen Eggers is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, she was employed by Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including 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 modeling techniques.

Sujatha Shankar Shenai is a financial advisor at Morgan Stanley in Bellevue, WA, holding a Series 66 designation with five years of industry experience. Her prior experience includes roles at Raymond James Financial and Mainspring Wealth Advisors, as well as a year with the Bellevue School District. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools, focusing on advisory services without offering individual security recommendations as part of standalone plans.