Christina Hsieh is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and bringing 23 years of industry experience. She has been with 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 structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize advanced modeling techniques without providing individual security recommendations in standalone plans.

Shadi Mullin is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining Morgan Stanley in 2017, Mullin worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2008 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to estate planning, investment advisory, and access to a broad spectrum of financial products.

Craig Kaplan is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Kaplan holds Series 63 and Series 65 licenses. 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 with a focus on tailored financial planning and manages approximately $2.74 trillion in client assets.

Jeffry Acuna is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and seven years of industry experience. His career at Morgan Stanley began in 2017 and continues to the present. Before his finance career, he held positions at Uber Technologies, Lyft, and Los Hermanos Mexican Restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes with firm-approved methodologies, managing approximately $2.74 trillion in client assets.

Sean Dhila is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Since 2020, he has been with Morgan Stanley in various capacities, including the Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-sponsored financial planning arrangements.

Craig Pariser is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. He is also involved with the National Futures Association, attending hearings as an employee. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates provided by its Global Investment Committee.

Jeffery Greenleaf is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His prior experience includes roles at Merrill, Bank of America, NorthWestern Mutual, and National Planning Corporation. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

John St. Thomas is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 63 designation and bringing 45 years of industry experience. His career includes roles at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, 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.

Gregory Sain is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Morgan Stanley, he worked at Stifel for 11 years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers a range of retail and institutional investment services.

Esther Hersh is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation with two years of industry experience. Her work history includes positions at Morgan Stanley, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. Outside of her advisory role, she operates as an independent seller on Poshmark. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.

Joseph Privitelli is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill and the Prager University Foundation. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools without offering individual security recommendations as part of standalone plans.

Christopher Beckett is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 credential and 21 years of industry experience. He previously worked at Bank of America and Merrill for nine years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Jennifer Perez is a Series 66 licensed financial advisor with seven years of industry experience. She has been with Morgan Stanley since 2019 and previously worked at Pruco Securities, LLC and The Prudential Insurance Company of America. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Sofia Bousseba is a Series 66 licensed financial advisor with Morgan Stanley in Beverly Hills, CA, where she has worked since 2015. She has 14 years of industry experience. Outside of her advisory role, she provides home care services for her visually impaired father. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Gidon Nach is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is the owner of Elise Nach Events, a corporate event planning business. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm uses structured planning tools and various analytical methods to support client strategies while generally acting in an advisory capacity.

Ian Fischler is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2013, including time at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Arena Club, a technology-related business in Los Angeles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

John Mckinney II is a financial advisor with Morgan Stanley in Beverly Hills, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience, including prior work at Mercer Advisors. His background also includes roles in academia and various sectors outside finance. 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 emphasizes structured planning processes using proprietary tools and offers a range of investment and financial strategies.

Phong Trang is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2010, including Morgan Stanley Private Bank, N.A. Since 2022, Trang has served on the finance committee of Rose of Sharon Church in Los Angeles. 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 utilizes structured planning tools and offers a range of investment and financial strategies through its extensive team of advisors.

Paul Lakon is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at City National Bank and RBC Capital Markets Corporation. He is currently affiliated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in Beverly Hills, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory services.

Amanda Wald is a financial advisor at Morgan Stanley with 14 years of industry experience. She previously worked at Merrill for nine years and had brief tenures at First Republic Investment Management and FIRST REPUBLIC Securities Company in 2021. Outside of advising, she is involved as a contractor with Rodan & Fields, a retail and online sales business. 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.