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Galina A

Series 63, Series 65

Beverly Hills, CA

Morgan Stanley

Galina Aliferova is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 licenses with two years of industry experience. Before joining Morgan Stanley in 2022, she held various roles including work in hospitality and entertainment. Outside of finance, she is involved in acting as a background cast member with SAG-AFTRA and works as an Uber driver. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, using structured financial planning tools and comprehensive asset management services.

General estate planning guidance
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Amir M

Series 66

Beverly Hills, CA

Morgan Stanley

Amir Martin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2005. Morgan Stanley Wealth Management provides a range of advisory services 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 structured planning tools and modeling techniques to support its financial planning process.

General estate planning guidance
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Robert S

Series 66

Beverly Hills, CA

Morgan Stanley

Robert Stone is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. His prior roles include positions at UBS Financial Services and NewEdge Securities, as well as independent consulting. Outside of advisory work, he serves as a board member and partner at Tao Entertainment Inc. and is a partner at Caffarel American LLC, an automotive and manufacturing business. 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 a structured discovery process.

General estate planning guidance
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Deborah S

Series 63, Series 66

Beverly Hills, CA

Morgan Stanley

Deborah Schwartz is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. since 2016, as well as Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning through dedicated Financial Advisors and the Estate Planning Strategies Group. The firm emphasizes a structured planning process using firm-approved tools and offers both direct and corporate financial planning services.

General estate planning guidance
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Cameron G

Series 66

Beverly Hills, CA

Morgan Stanley

Cameron Garemani is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior roles include positions at Compass and The Morris Design Group/Morris Home and Estate Management. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and analyses to support client objectives.

General estate planning guidance
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Betsy D

Series 63, Series 65

Beverly Hills, CA

Morgan Stanley

Betsy Davis is a financial advisor at Morgan Stanley with 49 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

General estate planning guidance
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Ryan M

Series 66

Beverly Hills, CA

Morgan Stanley

Ryan Miller is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 25 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides 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 offers planning services both directly and through Corporate Financial Planning agreements with employers.

General estate planning guidance
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Peter R

Series 63

Beverly Hills, CA

Morgan Stanley

Peter Rosa is a financial advisor at Morgan Stanley with 35 years of industry experience. He has held positions at Morgan Stanley since 2019 and previously worked at UBS Financial Services from 2006 to 2019. He holds a Series 63 designation. 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 manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Danielle B

CFP®, Series 66

Beverly Hills, CA

Morgan Stanley

Danielle Barrios is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with Morgan Stanley in Beverly Hills, CA. Her prior roles include positions at J.P. Morgan Securities and UBS Financial Services. Outside of her advisory work, she is involved with the Corita Art Center as an advisory board member and finance committee participant, and also operates an online retail business on Poshmark. 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. The firm manages approximately $2.74 trillion in client assets and delivers its services through a combination of individual and corporate financial planning agreements.

General estate planning guidance
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Allison B

Series 66

Beverly Hills, CA

Morgan Stanley

Allison Brill is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been associated with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2009 and 2015, respectively. 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 manages approximately $2.74 trillion in client assets through a structured planning process and a broad range of advisory programs.

General estate planning guidance
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Cian W

Series 66

Beverly Hills, CA

Morgan Stanley

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.

General estate planning guidance
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Andy C

Series 63, Series 65

Beverly Hills, CA

Morgan Stanley

Andy Chen is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and modeling techniques.

General estate planning guidance
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Gerad H

Series 66

Beverly Hills, CA

Morgan Stanley

Gerad Herkey is a financial advisor at Morgan Stanley with 13 years of industry experience. He has been with Morgan Stanley since 2014 and holds a Series 66 designation. 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 financial planning and advisory programs, utilizing structured planning tools and investment research to support client strategies.

General estate planning guidance
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Justin T

Series 66

Beverly Hills, CA

Morgan Stanley

Justin Tabit is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025, he worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is the sole proprietor of an investment-related real estate business in Venice, CA. Morgan Stanley Wealth Management is a large SEC-registered 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 analyses. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

General estate planning guidance
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James S

Series 66

Beverly Hills, CA

Morgan Stanley

James Schneiderman is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he owns a recreation-related business in Los Angeles. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.

General estate planning guidance
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Marc R

Series 66

Beverly Hills, CA

Morgan Stanley

Marc Roggenkamp is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through Corporate Financial Planning agreements with employers.

General estate planning guidance
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Kent H

Series 63, Series 65

Beverly Hills, CA

Morgan Stanley

Kent Honey is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. 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, utilizing structured discovery processes and proprietary tools to support client planning needs.

General estate planning guidance
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Matthew N

Series 63, Series 66

Beverly Hills, CA

Morgan Stanley

Matthew Nance is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2020. 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 supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Dante G

Series 66

Beverly Hills, CA

Morgan Stanley

Dante Gudino is a Series 66-credentialed financial advisor with 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Bank of America and Merrill. He is currently based in Beverly Hills, CA. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

General estate planning guidance
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Catherine Solange G

Series 66, Series 65

Beverly Hills, CA

Morgan Stanley

Catherine Solange Gueneau is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 65 and Series 66 credentials and previously worked at Goldman, Sachs & Co. for 11 years and Duo for a Job for one year. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

General estate planning guidance
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