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.

Tanice Fort is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC, Mariano's, DoorDash, Inc., and Edward Jones, among other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services, including tailored plans supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides its advisory services through Financial Advisors and specialized estate planning groups.

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 with Morgan Stanley who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His career includes roles at Citigroup Global Markets from 1997 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market projections.

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 in Beverly Hills, CA, holding a Series 66 designation with nine years of industry experience. His prior work experience includes roles at Merrill, Bank of America, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, emphasizing structured financial planning and utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning through its Financial Advisors and Estate Planning Strategies Group.

Craig Pariser is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. 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 and models to support client outcomes.

Jeffery Greenleaf is a financial advisor at Morgan Stanley in Beverly Hills, CA, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Merrill, Bank of America, NorthWestern Mutual, National Planning Corporation, and American Financial Network Advisory Services, LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by advanced modeling tools.

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 with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. His career includes over a decade at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, as well as previous roles at J.P. Morgan Securities. Outside of his advisory work, he is the owner of Elise Nach Events, a corporate event planning business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that utilizes structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various channels, including its Financial Advisors and Estate Planning Strategies Group.

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.