Jeff Main is a financial advisor with Morgan Stanley in Laguna Niguel, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, his spouse manages a rental property in Santa Ana, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services through a broad range of retail and institutional offerings.

Robert Fox III is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009. Fox serves on the board of the Warriors & Quiet Waters Foundation, a nonprofit supporting combat-wounded post-9/11 veterans, where he is Treasurer and a member of the Finance and Investment Committees. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment modeling techniques.