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Irene M
Series 66
Danville, CA
Morgan Stanley
Irene Michael is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 66 designation. Outside of her advisory role, she owns the Lovers Point Inn hotel in Pacific Grove, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved planning tools and resources.
Daniel M
Series 66, Series 65
Danville, CA
Morgan Stanley
Daniel Mckinney is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley since 2015, with a brief tenure at Merrill in 2017. 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 supported by firm-approved tools and methodologies.
Sean M
Series 63, Series 66
Danville, CA
Morgan Stanley
Sean Mckenna is a financial advisor at Morgan Stanley with 33 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. Outside of his advisory work, he serves on the board of Flying Resort Ranches in Salmon, Idaho, where he also holds a Vice President role related to license approvals. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing a structured planning process supported by firm-approved tools and methodologies.
Andy L
Series 66
Danville, CA
Morgan Stanley
Andy Lee is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2010, including at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.
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