La Donya Williams is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and was previously with Citigroup Global Markets from 2004 to 2009. Outside of finance, Williams is involved in the entertainment industry as an actor and operates a talent agency based in Los Angeles. 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 utilizes approved planning tools and firm-wide investment insights.

Gonzalo Medina is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2023. His previous roles include positions at RBC Capital Markets, Merrill, and Wells Fargo Clearing. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

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 at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and National Planning Corporation prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

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 financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and worked previously at Resolution Economics LLC before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports various investment and financial strategies.

David Rosenberg is a CFP® with 41 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021, following prior roles at Bank of America, Merrill, and J.P. Morgan Securities. 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, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis methods.

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 63 and Series 65 licenses and having one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Merjent from 2022 to 2024 and has been involved with Kasson Dental Clinic since 2017, where he maintains the website. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through a broad platform that includes advisory, brokerage, and specialized investment products.

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 at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following nine years at UBS Financial Services. Ambrosino is also the managing partner of NanDig LLC, a real estate business development firm. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.