Grant Ponder is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 credential and 19 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2024 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is involved in property management as a partner in a rental property business in College Station, Texas. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services across retail and institutional markets.

Nina Kim is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and JP Morgan Securities LLC prior to joining Morgan Stanley in 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 and manages approximately $2.74 trillion in client assets.

Melissa Turner is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2016 and has been affiliated with Keller Williams Realty since 2006. 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 employs structured planning processes using tools such as Monte Carlo simulations to model financial outcomes.

Rebekah Smith is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, and manages approximately $2.74 trillion in client assets.

Yangchen Lama is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, Lama serves on the Board of Trustees at Antioch University Los Angeles, where she acts as an ambassador and participates in fundraising activities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Steven Calderon is a Series 66-credentialed financial advisor with 18 years of industry experience. He is currently with Morgan Stanley and has previously worked at Bank of America and Merrill. Outside of his advisory work, he designs and sells t-shirts through his art and culture business, Civilized Savages. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools.

Jared Kramer is a financial advisor at Morgan Stanley in Beverly Hills, CA, with one year of industry experience. He holds a Series 66 designation and previously worked at BRON Studios and William Morris Endeavor. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to model outcomes, while clients retain responsibility for plan implementation and updates.

Matthew Hanley is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at JonesTrading Institutional Services LLC for four years, as well as roles at CyberCoders and Rich Uncles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools, supported by resources such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Melinda Schad is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Her prior experience includes roles at Stifel Nicolaus & Co. Inc. and RBC Capital Markets. 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 financial planning and estate planning strategies, supported by a structured discovery process and firm-approved planning tools.

Francis Aurino is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Amanda Brock is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2018, following a four-year tenure at D.A. Davidson & Co. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Evan Tripoli is a Series 66-licensed financial advisor with Morgan Stanley in Beverly Hills, CA, and has 17 years of industry experience. He has worked with Morgan Stanley since 2009 and has been affiliated 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 broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.

Debra Hess is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

William Eggers Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022 and previously held roles at JPMorgan Chase Bank and JPMorgan Securities. Outside of his advisory work, he serves as a board member for Westcoast Sports Associates, a charitable organization focused on fundraising. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs structured planning tools and a disciplined process, offering a broad range of investment solutions and financial strategies.

Keith Ameling is a financial advisor at Morgan Stanley with 45 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 employed at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and serves approximately $2.74 trillion in client assets.

Rebecca Beck is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Podshare Inc., and Churchill Management Group. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by firm-approved tools and serves a broad client base through both direct and corporate financial planning arrangements.

Jennifer Ung is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, utilizing firm-approved tools and models to support client planning decisions.

Edward Choi is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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 utilizes a structured financial planning process supported by proprietary tools and modeling techniques.

Rodrigo Mendes is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 designations and 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 that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management services beyond standard planning.

Matthew Corbin is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding a Series 66 registration. He joined Morgan Stanley in 2025 and has prior experience working in education, including positions with the Fukuoka Prefectural Board of Education and the Las Virgenes Unified School District. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.