Gonzalo Medina is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. His career includes roles at RBC Capital Markets, Merrill, and Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Dan Schwala is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone financial planning.

Alexis Rivera is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Payden & Rygel, and UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide array 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 employs structured planning processes combined with advanced modeling tools.

Martin Shandling is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior firms include Merrill and Bank of America. Outside of his advisory role, he assists with fundraising events for the charitable organization American Friends of Beit Issie Shapiro, which supports a home for mentally and physically handicapped children in Israel. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and emphasizes structured financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including tailored financial planning and estate strategies.

Cosmin Serban is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is a sole proprietor involved in rental property management. 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 a structured planning process using firm-approved tools and market simulations.

Laurie Warren is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 63 designation and 37 years of industry experience. Prior to joining Morgan Stanley in 2017, she worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Julia Sinclair is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 66 and Series 63 designations and having 11 years of industry experience. She has worked at Morgan Stanley since 2020 and was previously employed by Merrill from 2018 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual 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 offers advisory services both directly and through employer-based financial planning agreements.

Aria Olia is a Series 66-licensed financial advisor with Morgan Stanley in Beverly Hills, CA, and has seven years of industry experience. Prior to joining Morgan Stanley in 2018, she worked at Benecci Corporation and Bridge Bank, and was affiliated with Emory University from 2014 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Lorely Turcios 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 and its Private Bank division since 2017. Her prior experience includes roles at It Tc, Waddell & Reed Inc, and various insurance carriers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and global market estimates to model financial outcomes.

Arash Nassi is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Outside of his advisory role, he is the sole proprietor of One Mayfield, LLC, a property management business in Los Angeles. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Robert Jarvis is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His career includes long tenures at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. 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 a structured planning process using firm-approved tools and modeling techniques.

Jessica Gonzalez is a Series 66-licensed financial advisor with Morgan Stanley in Beverly Hills, CA, and has seven years of industry experience. She previously worked at Resolution Economics LLC and has experience outside finance at Jimmy's Coffee House. Morgan Stanley Wealth Management provides a 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 services both directly and through corporate financial planning agreements.

David Rosenberg is a CFP®-designated financial advisor with Morgan Stanley, based in Beverly Hills, CA, and has 40 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is the sole proprietor of Carthay Racing, LLC, an automotive and investment-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Michael Monatlik is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2020, Morgan Stanley Smith Barney LLC since 2019, and previously at UBS Financial Services from 2011 to 2019. Outside of his advisory role, he has been a partner in Pevi LLP, a real estate-related firm based in Encino, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by a structured discovery process and advanced modeling tools.

Kimberly Lutz is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety 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 includes structured discovery conversations and firm-approved tools, using methodologies such as Monte Carlo simulations to model outcomes.

Aaron Winkle is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 65 and Series 63 designations and having one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Merjent and has been involved with Kasson Dental Clinic since 2017, where he provides website maintenance outside of his advisory role. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support clients’ financial goals.

Bertha Munoz is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Munoz also holds a notary public commission in North Hollywood, CA, where she notarizes documents for clients both during and outside business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning tools.

Cristiano Castellini is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 66 credential and has previously worked at Bank of America and Merrill. Outside of his advisory role, he oversees a rental property management operation in Beverly Hills, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Philip Ambrosino is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020 and was previously with UBS Financial Services from 2011 to 2020. Ambrosino is also a managing partner at NanDig LLC, a business involved in real estate development. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 such as Monte Carlo simulations and the Global Investment Committee’s return estimates.

John Privitelli is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 63 license and bringing 44 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.