Oscar Chavez 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 Smith Barney since 2009, including his current role with Morgan Stanley Private Bank, National Association since 2015. He also has prior experience at Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process that uses proprietary tools and models to assist clients, managing approximately $2.74 trillion in client assets.

Aleksey Fur is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. In addition to his advisory role, he is proprietor of Fur Consulting LLC, which engages in private placements for consumer brand companies outside of regular business hours. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, employing firm-approved tools and models for outcome projections and managing approximately $2.74 trillion in client assets.

Susanna Adler is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning supported by firm-approved tools and modeling techniques.

Alexander Siele is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to assist clients in developing financial plans.

Karma Shahin is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with Morgan Stanley, having previously worked at Flagstar Advisors, Signature Securities, Citigroup Global Markets, and HSBC. Shahin is based in Beverly Hills, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and uses tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Gilles Barretieri is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. He is based in Beverly Hills, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various structured investment and planning solutions.

Adriana Luna is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Citibank, Bank of America, Merrill, Comerica Bank, and the University of California, Los Angeles. She has also worked at Speech Source Therapy Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Jennifer Duarte is a CFP®-credentialed financial advisor with 12 years of industry experience, currently practicing at Morgan Stanley in Beverly Hills, CA. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Octavia Risk Management, Bank of America, Merrill, and Equitable Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 employs structured planning tools supported by its Global Investment Committee to model financial outcomes.

Noyan Garemani is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets and Morgan Stanley Dw Inc. Outside of his advisory role, he is involved with Silverfork Productions, a company offering cooking classes and bread mixes. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Samuel Bentil Owusu is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, U.S. Bancorp Investments, U.S. Bank, Wells Fargo, and New York Community Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm employs firm-approved planning tools and a structured discovery process, managing approximately $2.74 trillion in client assets.

George Torok is a Series 63 licensed financial advisor with 48 years of industry experience. He is currently with Morgan Stanley in Beverly Hills, CA, having worked since 2012 at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and scenario modeling.

Paul Walmsley is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill, and Rosland Capital. Outside of his advisory role, he coaches boys' soccer at Loyola High School and is a published author. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Randall Goldring is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Morgan Stanley and its affiliates since 2012. Outside of his advisory role, he is also an author involved in publishing. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools to support clients’ investment decisions.

Emma Coyne is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Citi Bank, UBS, and Permit Capital. Coyne attended Tulane University from 2019 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 in its financial planning process.

Anna Hoberman is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and 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 both individual and institutional clients. The firm provides a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools to guide clients.

Nicholas Meinhardt is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is a partner at Nick+Alex Productions, a community-focused business based in New Orleans. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving both individual and institutional clients. The firm offers a range of financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Mark Persaud is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and previously practiced law at his own firm, the Law Offices of Mark Persaud, Esq, from 2005 to 2017. His current roles include positions at both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured discovery conversations and firm-approved planning tools without providing specific security recommendations as part of standalone plans.

Matthew Sorensen is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at First Republic Securities Company and First Republic Investment Management from 2015 to 2023, as well as positions at J.P. Morgan Securities and JP Morgan Chase Bank. He has been with Morgan Stanley since 2024 and currently works at Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to tailor plans, relying on models like Monte Carlo simulations and Secular Return Estimates, while primarily acting in an advisory capacity.

Todd Mckee is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of finance, he has been involved in acting as a proprietor in the Pacific Palisades area. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools without individual security recommendations as part of standalone planning.

Michelle Silva is a Series 66-licensed financial advisor with Morgan Stanley in Beverly Hills, CA, where she has worked since 2013. She has 11 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.