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Robert R

Series 66

Bellevue, WA

Morgan Stanley

Robert Radecki is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to his financial advisory career, he was employed at Smartsheet from 2016 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

General estate planning guidance
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Megon M

Series 63, Series 66

Bellevue, WA

Morgan Stanley

Megon Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2020. Prior to this, she was employed at Mutual of America Securities Corporation and Mutual of America Life Insurance Company from 2008 to 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, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.

General estate planning guidance
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David T

Series 66

Bellevue, WA

Morgan Stanley

David Thompson is a financial advisor at Morgan Stanley in Bellevue, WA, with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2016, with a brief period of unemployment from 2017 to 2019. 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 that uses structured discovery and firm-approved tools to model potential outcomes.

General estate planning guidance
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Heather H

Series 63, Series 65

Bellevue, WA

Morgan Stanley

Heather Henke is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2021, following six years at Wells Capital Management. In addition to her advisory role, she is involved with Mark Ryan Winery. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and investment research.

General estate planning guidance
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Gabriel C

Series 66

Bellevue, WA

Morgan Stanley

Gabriel Cooper Feldt is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Commerce Bank of Washington and serves as an Infantry Officer in the Washington Army National Guard. 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 employs a structured planning process using firm-approved tools and offers a range of retail and institutional investment solutions.

General estate planning guidance
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Ira H

Series 63, Series 65

Bellevue, WA

Morgan Stanley

Ira Hershkowitz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include significant tenures at Merrill and Bank of America. Outside of his advisory work, he is a partner and manager at JJHouse LLC, a real estate-related business based in Mercer Island, WA. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a range of investment strategies, serving clients through its extensive network of financial professionals.

General estate planning guidance
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Marc S

Series 63, Series 65

Bellevue, WA

Morgan Stanley

Marc Sickles is a financial advisor at Morgan Stanley with 25 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning process uses firm-approved tools and modeling techniques to support client goals, with advisory services delivered through a broad range of investment offerings.

General estate planning guidance
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Patricia F

Series 63, Series 65

Bellevue, WA

Morgan Stanley

Patricia Fletcher is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning using approved tools and offers various investment and planning services across retail and institutional markets.

General estate planning guidance
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Nicholas Z

Series 66

Bellevue, WA

Morgan Stanley

Nicholas Zura is a financial advisor at Morgan Stanley in Bellevue, WA, holding a Series 66 designation with 16 years of industry experience. He has been with Morgan Stanley since 2016 and is currently associated with Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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.

General estate planning guidance
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Thomas N

Series 63, Series 65

Bellevue, WA

Morgan Stanley

Thomas Napier is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2012 and previously was with Morgan Stanley Private Bank, N.A. from 2015 to 2017. 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 that leverages structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Gabriel O

Series 66

Bellevue, WA

Morgan Stanley

Gabriel Oros is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at multiple financial firms including Raymond James and Smead Capital Management. Outside of his advisory work, he manages a real estate property in Lake Stevens, Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools.

General estate planning guidance
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Heather F

Series 63, Series 66

Bellevue, WA

Morgan Stanley

Heather Fleming is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1995. Fleming holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

General estate planning guidance
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Brett B

Series 63, Series 66

Bellevue, WA

Morgan Stanley

Brett Barton is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management (MSWM) provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct engagements as well as corporate financial planning agreements.

General estate planning guidance
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Henry V

Series 66

Bellevue, WA

Morgan Stanley

Henry Vickers is a Series 66-licensed financial advisor with Morgan Stanley in Bellevue, WA, holding two years of industry experience. Prior to joining Morgan Stanley, he was involved with the University of Washington Alumni Association and worked at Snapdoodle Toys and Games. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Gemma C

Series 66

Bellevue, WA

Morgan Stanley

Gemma Coster is a financial advisor at Morgan Stanley in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she held positions at Rainier Title and Umpqua/Columbia Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and analysis to develop financial plans, though clients are responsible for implementation and updates.

General estate planning guidance
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Jeff M

Series 63

Bellevue, WA

Morgan Stanley

Jeff Mash is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and 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 supported by its Global Investment Committee.

General estate planning guidance
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Matthew W

CFP®, Series 66

Bellevue, WA

Morgan Stanley

Matthew Westphal is a CFP® with 27 years of experience in the financial services industry. He currently works at Morgan Stanley and previously held roles at Bank of America and Merrill. Westphal serves as a board member on the finance committee of O'Dea High School, a religious education institution in Seattle. 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 uses structured planning processes supported by firm-approved tools and analysis.

General estate planning guidance
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Becky L

Series 63, Series 66

Bellevue, WA

Morgan Stanley

Becky Law is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Capital Planning LLC from 2015 to 2017. She holds Series 63 and Series 66 licenses and is based in Bellevue, WA. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and proprietary planning tools.

General estate planning guidance
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Ryan S

Series 66

Bellevue, WA

Morgan Stanley

Ryan Strada is a Series 66-licensed financial advisor with Morgan Stanley in Bellevue, Washington, where he has worked since 2017. He has eight years of industry experience, including prior work in property management. Outside of his advisory role, he is a partner and investor in Taco Junction LLC, a restaurant and bar in Park City, Utah. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both retail and corporate financial planning services.

General estate planning guidance
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Vidhya R

Series 63, Series 66

Bellevue, WA

Morgan Stanley

Vidhya Ramani is a financial advisor at Morgan Stanley in Bellevue, WA, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Merrill for three years and held various positions at J.P. Morgan entities from 2019 to 2022. Outside of advisory work, she is a co-owner of a rental property in Sammamish, Washington. Morgan Stanley Wealth Management provides a wide 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 planning approach uses structured discovery conversations and firm-approved tools without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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