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John B
CFP®, Series 66
Beverly Hills, CA
Morgan Stanley
John Bunzel is a CFP® and holds a Series 66 license with Morgan Stanley in Beverly Hills, CA, bringing 21 years of experience in the financial industry. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his financial advisory work, Bunzel is involved with several nonprofit organizations, serving on finance committees for Henderson-Norwester Camp, The Shakespeare Center of Los Angeles, and TreePeople. He is also an emeritus member of the Writers Guild of America, receiving residuals for past writing projects. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, emphasizing structured financial planning supported by proprietary tools and offering access to broad retail and institutional investment options.
Ari S
Series 66
Beverly Hills, CA
Morgan Stanley
Ari Shandling is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. 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, managing approximately $2.74 trillion in client assets.
Maria S
Series 63, Series 66
Beverly Hills, CA
Morgan Stanley
Maria Shtabskaya is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with 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 individuals and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Byuzand A
Series 66
Beverly Hills, CA
Morgan Stanley
Byuzand Adzhikosyan is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.
Allison H
Series 65, Series 63
Beverly Hills, CA
Morgan Stanley
Allison Hogan is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously spent three years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs. The firm emphasizes structured financial planning using proprietary tools and offers extensive retail and institutional services.
Benjamin G
Series 63, Series 66
Beverly Hills, CA
Morgan Stanley
Benjamin Goebert is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including J.P. Morgan Securities, J.P. Morgan Chase Bank, Bank of America, and Merrill. He is currently based in Beverly Hills, CA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, with services generally provided in an advisory capacity.
Brett Z
Series 63, Series 65
Beverly Hills, CA
Morgan Stanley
Brett Zatulove is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools.
Emilia P
Series 63, Series 66
Beverly Hills, CA
Morgan Stanley
Emilia Pirro is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide array of 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 emphasizes a structured planning process supported by firm-approved tools and modeling techniques.
Ruoyi L
Series 66
Beverly Hills, CA
Morgan Stanley
Ruoyi Li is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Ruoyi worked at Merrill Lynch and UBS Financial Services. Their background also includes roles outside finance, including experience with Panda Express and Sun Shop. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved planning tools and analyses. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate partnerships.
Troy R
Series 63, Series 66
Beverly Hills, CA
Morgan Stanley
Troy Razeggi is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019, as well as Bank of America and Merrill from 2016 to 2019. He is associated with a for-profit corporation named WECC, though he holds no active role or responsibilities there. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages significant client assets and provides both direct and corporate-related financial planning services.
Louis R
Series 63, Series 65
Beverly Hills, CA
Morgan Stanley
Louis Ruta is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been affiliated with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers investment and planning solutions without providing individual security recommendations as part of its standalone planning services.
Alice G
Series 66
Beverly Hills, CA
Morgan Stanley
Alice Guo is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has previously worked at several firms, including LPL Financial and multiple Cetera entities. Guo has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.
Leor T
Series 63, Series 65
Beverly Hills, CA
Morgan Stanley
Leor Tzour is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously at UBS Financial Services Inc. from 2011 to 2019. He 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, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.
Warren C
Series 63, Series 65, Series 66
Beverly Hills, CA
Morgan Stanley
Warren Cohn is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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 that employs structured discovery processes and firm-approved tools.
Kiana M
Series 66
Beverly Hills, CA
Morgan Stanley
Kiana Molitor is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, having joined in 2022. Her prior experience includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 provides services through Financial Advisors and specialized planning groups.
Ryan S
Series 63, Series 65
Beverly Hills, CA
Morgan Stanley
Ryan Sprague 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. His prior work includes roles at CBRE, JUMP Investors, and Puritan Bakery, among others. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.
Jennifer R
Series 66
Beverly Hills, CA
Morgan Stanley
Jennifer Regev is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2021. Prior to that, she was employed at Perceptron Recruiting LLC from 2018 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.
Nina P
Series 66
Beverly Hills, CA
Morgan Stanley
Nina Pawlyshyn is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation with nine years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.
Tanya H
Series 66
Beverly Hills, CA
Morgan Stanley
Tanya Hekimian is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 license and eight years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019 and serves as CEO of Open Point Capital LLC, where she operates a personal finance blog. Her background also includes roles at Aflac, Transamerica Financial Advisors, and involvement with several other business ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, incorporating structured financial planning tools and services. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.
La Donya W
Series 66
Beverly Hills, CA
Morgan Stanley
La Donya Williams is a Series 66-licensed financial advisor with Morgan Stanley in Beverly Hills, CA, and has 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her financial advisory role, she is involved as an actor with a talent agency in Los Angeles. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in modeling financial outcomes.
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