Rishi Mangal is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009, including two years with the Morgan Stanley Services Group Inc. 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 supported by firm-approved tools and methodologies.

Laura Martin is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Morgan Stanley since 2010 in various capacities, including Morgan Stanley Smith Barney LLC and its Wealth Management division, and previously held roles at RBC Capital Markets, Deutsche Bank Securities, Merrill, and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

Jason Maetani is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2012, including seven years at Morgan Stanley Private Bank, N.A. 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, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gabriella Burke is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016, with a brief gap in 2017. Outside of her advisory role, Burke works as a fitness coach at Orange Theory Fitness and operates a personal training business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Darrin Frankel is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and works at Morgan Stanley Private Bank, N.A. since 2015. 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. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and models in its financial planning process.

Lucy Hardy is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley since 2017 and previously was affiliated with Financial Partners Credit Union and LPL Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Sophia Rosa is a Series 66-registered financial advisor with Morgan Stanley in New York, NY, and has three years of industry experience. Her career history includes roles at Morgan Stanley Private Bank, KeyBank, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services across retail and institutional markets with various investment and planning resources.

Rashaan Coleman is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Fidelity Brokerage Services LLC, and Bank of America. Outside of his advisory role, Coleman serves as a board member and vice chair of the Finance Committee for the Coalition for Engaged Education, a nonprofit focused on children and youth. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-designed tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Shana Ice is a financial advisor at Morgan Stanley in El Segundo, CA, holding Series 63 and Series 66 licenses with 20 years of industry experience. Her career includes multiple tenures at Morgan Stanley as well as roles at MML Investors Services, MassMutual/Tomi Wealth Management, and Azzad Asset Management. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.

Henry Wu is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo Clearing, and UBS Financial Services. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and brokerage platforms.

Vanessa Schafer is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Kristina Charles is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Rockefeller Financial LLC, Bank of America, Merrill, and UCLA. Outside of her advisory work, she is involved in property management. Morgan Stanley Wealth Management serves individual and institutional clients, offering comprehensive financial planning supported by firm-approved tools and managed assets totaling approximately $2.74 trillion. The firm combines tailored advisory programs with a wide range of investment and planning services.

Ernest Cho is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and JP Morgan Securities LLC, where he spent nine years, as well as a year at Equitable Advisors. Cho has been with Morgan Stanley and Morgan Stanley Private Bank since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Calyssa Frankel is a Series 66-licensed financial advisor with Morgan Stanley, based in El Segundo, CA, and has four years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, as well as prior positions at Paolucci Salling and Martin and UCLA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Greg Prahser is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2025, with prior roles at City National Bank and RBC Capital Markets. He holds Series 63 and Series 65 licenses. 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 supported by structured discovery conversations and firm-approved tools.

Kevin Goyan is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney LLC since 2009. 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, including tailored financial planning that uses firm-approved tools and employs the Global Investment Committee’s return estimates and Monte Carlo simulations in its planning process.

Joshua Haupt Jimenez is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at PlanMember Securities Corporation, Bevmo, Set Schedule, California Polytechnic State University, and Intelliloan. 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, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through direct plans and Corporate Financial Planning agreements.

Darrell Hallenbrook is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Harshal Doshi is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services from 2003 to 2020 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analyses.

Justin Smith is a Series 66-licensed financial advisor with nine years of industry experience, currently with Morgan Stanley in El Segundo, CA. His career includes roles at Morgan Stanley Private Bank and Global Financial Advisors, as well as an early position at Brigham Young University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to assist clients in their financial decision-making.

Kayla Rafie is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Wells Fargo and Mutual of Omaha, as well as three years at Torrance Dental Center before entering the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm employs structured planning tools and models to support its services and manages approximately $2.74 trillion in client assets.

Tony Attallah Jr. is a financial advisor at Morgan Stanley in El Segundo, CA, holding a Series 66 designation. He has worked in financial services since 2021, including roles at JPMorgan Chase & Co. and Morgan Stanley. Prior to his financial career, he held positions at California State Polytechnic University, Pomona, Pasadena City College, and Footlocker. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering comprehensive financial planning and investment solutions supported by firm-approved planning tools and broad market resources.

Jessica La Villa is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and two years of industry experience. She has previously worked at UBS Financial Services, Inc., Lincolnwood Capital, and several other firms. Outside of her advisory role, she occasionally sells artwork that she creates. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, with clients responsible for plan implementation and updates.

Sue Sun is a financial advisor with Morgan Stanley, holding a Series 66 designation and 14 years of industry experience. She has worked at Morgan Stanley in multiple periods since 2013 and had a brief tenure at UBS Financial Services in 2022. Outside of financial advising, she previously owned a consulting firm focused on business management and corporate training, though it has not been active for over a decade. 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 uses firm-approved tools and analytic models to guide clients.

Dixie Yeck is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She has worked at Morgan Stanley Smith Barney from 2013 to 2021 and returned in 2022 after a one-year tenure at RBC Capital Markets. Outside of her advisory role, Yeck serves as Secretary on the Board of Directors for the Ravenspur Condominium Owners Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

David Flores is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley since 2022. His prior work includes roles outside the financial sector in various companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Steven Lanza is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously spent 16 years at Citigroup Global Markets. Outside of his advisory role, Lanza is involved in the management of several opiate treatment facilities as a director and partner. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs focused on tailored financial planning supported by structured tools and modeling techniques.

Essie Bonney is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Sanford C. Bernstein & Co., LLC and Capital Group – American Funds Distributors, Inc. Outside of her advisory role, Bonney is involved in social media content creation and talent representation through a model and talent agency. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to support financial planning, while acting primarily in an advisory capacity.

Riki Vear is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and bringing 16 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, emphasizing tailored financial planning and a structured planning process supported by firm-approved tools and research.

Christopher Malone is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. His prior roles include positions at Shay Capital and BBL Commodities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process using firm-approved tools and market projections.

Max Lagao is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, including a role with Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was employed at Citigroup Global Markets from 2001 to 2009. Outside of finance, he is involved as a consultant for a baby products business called The Baby Whisperer, overseeing the production and distribution of related materials. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery processes and modeling tools, while generally acting in an advisory capacity without providing individual security recommendations in standalone plans.

Michael Wilhite is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2011 and Morgan Stanley Private Bank, National Association since 2015. 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 offers financial plans using structured discovery processes and firm-approved tools.

John Harvey IV is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2016. Outside of his advisory role, he and his spouse co-own several rental properties in Arizona. Morgan Stanley Wealth Management serves 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 supported by firm-approved tools and research.

James Manion is a Series 66-licensed financial advisor at Morgan Stanley with 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and modeling techniques.

Lawrence Cane is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Bank of America and Merrill Lynch. Outside of his advisory role, he is involved in property management as the sole proprietor of a rental real estate business. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations, to support client goals.

Michael Ashburn is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Smith Barney in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 employs a structured financial planning process utilizing firm-approved tools and models.

Scott Trout is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank since 2015, previously working at Morgan Stanley Smith Barney starting in 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by proprietary tools and risk modeling, managing approximately $2.74 trillion in client assets.

Brandon Panfil is a financial advisor at Morgan Stanley in El Segundo, CA, holding a Series 66 credential with seven years of industry experience. His career includes roles at Morgan Stanley Private Bank and Signia Capital. 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’s approach involves structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Jacqueline Ginsburg is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and four years of industry experience. Prior to her current role, she worked with Richard F. Ginsburg, Attorney at Law, and has experience in the retail and automotive event sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering customized financial planning and a broad range of advisory programs supported by firm-approved planning tools and extensive resources.

Michael Hatch is a CFP® with 24 years of experience in financial services, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Hatch is also involved in several nonprofit organizations, including serving as a board member for the LA Sports Council and its foundation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Lisette Carrillo is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Anupma Parks is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she serves as a wine ambassador for two wholesale and distribution companies. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and Corporate Financial Planning agreements.

Dana Jacobs is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through Corporate Financial Planning agreements with employers.

Jan Miller is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she works as a water aerobics instructor at Bay Club in Redondo Beach, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services. The firm employs structured planning tools and investment modeling techniques to deliver tailored financial plans.

Jon Neuhaus is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and having 23 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of Legend LLC, a private investment entity. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Ligaya Guderian is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 10 years of industry experience. Her career includes multiple tenures at both Morgan Stanley and RBC Capital Markets between 2015 and the present. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach incorporates structured discovery processes and advanced planning tools, offering tailored financial plans without individual security recommendations as part of standalone planning.

Robert Porter is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Judith Calva is a financial advisor at Morgan Stanley with two years of industry experience. She has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Charles Schwab, and Welbehealth. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Kimberly Myers is a CFP® and holds a Series 66 license, with 20 years of experience in financial services. She has worked at Morgan Stanley Smith Barney LLC since 2020 and previously spent 17 years at UBS Financial Services. She is based in El Segundo, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Financial Advisors and Estate Planning Strategies Group.