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Myca G

Series 63, Series 66

Fresno, CA

Morgan Stanley

Myca Greer is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and model-based outcome simulations, serving clients in both direct and corporate financial planning capacities.

General estate planning guidance
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Wilton O

Series 63, Series 65

Fresno, CA

Morgan Stanley

Wilton Owyang is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to that, he spent 13 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of financial advising, he is a partner at Skin Specialists LLC, a retail and online store based in Fresno, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Robert G

Series 63

Fresno, CA

Morgan Stanley

Robert Garabedian is a financial advisor with Morgan Stanley in Fresno, CA, holding a Series 63 designation and bringing 50 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the finance committee of the Charlie Keyan Armenian Community School, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients with both direct and employer-sponsored plans.

General estate planning guidance
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Richard A

Series 63, Series 65

Fresno, CA

Morgan Stanley

Richard Ahronian is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, previously working at Citigroup Global Markets from 1993 to 2009. Outside of his advisory role, he operates an agricultural farm in Fowler, California. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and committee insights to support its financial planning process.

General estate planning guidance
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Marc M

ChFC®, Series 63, Series 66

Fresno, CA

Morgan Stanley

Marc Maguire is a financial advisor with Morgan Stanley in Fresno, CA, holding the ChFC® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including 13 years at J.P. Morgan Securities before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves individual and institutional clients by offering various advisory programs and 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 utilizing tools such as Monte Carlo simulations and Global Investment Committee estimates.

General estate planning guidance
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Nou H

Series 66

Fresno, CA

Morgan Stanley

Nou Her is a financial advisor at Morgan Stanley with 6 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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Antoinette R

Series 66

Fresno, CA

Morgan Stanley

Antoinette Robinson is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing, Bank of America, and Ruckus Wireless. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis developed by its Global Investment Committee.

General estate planning guidance
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Jeff B

Series 63, Series 65

Fresno, CA

Morgan Stanley

Jeff Branch is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his advisory role, he is a partner at Branch Ranch Cattle Co., an agricultural business in Raymond, California. 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 diverse advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Brian O

Series 63, Series 65

Fresno, CA

Morgan Stanley

Brian Oakes is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including corporate financial planning agreements and access to diverse investment solutions.

General estate planning guidance
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Rachel M

Series 66

Fresno, CA

Morgan Stanley

Rachel Mc Elroy is a financial advisor at Morgan Stanley in Fresno, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at JD Food from 2017 to 2019 and the Clovis Unified School District from 2014 to 2017. 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, including tailored financial planning supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Mason M

Series 66

Fresno, CA

Morgan Stanley

Mason Marini is a financial advisor with Morgan Stanley in Fresno, CA, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Ameriprise and involvement in businesses such as TNT Fireworks and Simonian Farms. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Lisa P

Series 63, Series 65

Fresno, CA

Morgan Stanley

Lisa Purtell is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 credentials and 32 years of experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Dave S

Series 66

Fresno, CA

Morgan Stanley

Dave Scalzo is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, following an earlier role at Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Charles J

Series 63, Series 65

Fresno, CA

Morgan Stanley

Charles Johanson is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with 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 variety of advisory and financial planning programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

General estate planning guidance
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Jebber C

Series 63, Series 65

Fresno, CA

Morgan Stanley

Jebber Cozzi is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Roy J

Series 63, Series 65

Fresno, CA

Morgan Stanley

Roy James is a financial advisor at Morgan Stanley with 22 years of industry experience. He has held his current role since 2009. His credentials include Series 63 and Series 65 registrations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools, supported by its Global Investment Committee’s analyses, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Maria B

Series 66

Fresno, CA

Morgan Stanley

Maria Brouwer is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2013. In addition to her financial career, she has been involved with Kalamazoo High School since 2003. 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 and financial planning services supported by structured processes and advanced modeling tools.

General estate planning guidance
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David B

Series 63, Series 65

Fresno, CA

Morgan Stanley

David Baker is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach includes structured planning processes and a range of investment programs, supported by resources such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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Stefani S

Series 63, Series 66

Fresno, CA

Morgan Stanley

Stefani Silva is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes six years at JP Morgan Chase Bank and five years at JP Morgan Securities LLC before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, combining broad retail and institutional offerings with specialized services such as estate planning and private fund relationships.

General estate planning guidance
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Ram R

Series 66

Fresno, CA

Morgan Stanley

Ram Ramos is a financial advisor at Morgan Stanley in Fresno, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2023, he spent several years in educational roles at California State University, Fresno, Clovis Community College, and Clovis East High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing financial planning and advisory services supported by advanced planning tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs including tailored financial plans and institutional arrangements.

General estate planning guidance
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Glenn O

Series 63

Fresno, CA

Morgan Stanley

Glenn Ota 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 since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, although clients are responsible for implementing and maintaining their plans.

General estate planning guidance
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Kimberly G

Series 66

Fresno, CA

Morgan Stanley

Kimberly Gambero is a financial advisor at Morgan Stanley with seven years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at DK Fresh and Contours, Inc. There are no notable outside activities listed. 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 and extensive investment services.

General estate planning guidance
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Scott Y

Series 63, Series 65

Fresno, CA

Morgan Stanley

Scott Young is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analyses.

General estate planning guidance
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Madison S

Series 66

Fresno, CA

Morgan Stanley

Madison Stearns is a Series 66-licensed financial advisor with Morgan Stanley in Fresno, CA, and has two years of industry experience. She has worked with Morgan Stanley Private Bank since 2024 and has been with Morgan Stanley since 2021. Prior to her financial services career, she was employed by Fowler Unified School District and held positions at Fowler High School and Dicks Sporting Goods. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by advanced modeling tools and offers a broad range of retail and institutional investment products.

General estate planning guidance
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Michael M

Series 66

Fresno, CA

Morgan Stanley

Michael Marini is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory work, he serves on the advisory board of Simonian Farms, a retail and online agricultural business based in Fresno, California. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and offers broad retail and institutional investment services.

General estate planning guidance
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Niko R

Series 63, Series 66

Fresno, CA

Morgan Stanley

Niko Rossi is a financial advisor at Morgan Stanley in Fresno, CA, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2024 and has prior experience including roles in education and wealth management. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Jeffrey A

Series 63, Series 65

Fresno, CA

Morgan Stanley

Jeffrey Ahronian is a financial advisor at Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 credentials with 26 years of industry experience. His career includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney prior to his current position at Morgan Stanley Private Bank. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

General estate planning guidance
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Daniel C

Series 63, Series 65

Fresno, CA

Morgan Stanley

Daniel Conniff is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior roles at Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley Dw Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial plans primarily in an advisory capacity without individual security recommendations in standalone planning.

General estate planning guidance
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Kami M

Series 63, Series 66

Fresno, CA

Morgan Stanley

Kami Mcdonald is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with Morgan Stanley since 2009. 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 planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and methodologies.

General estate planning guidance
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Jason A

Series 63, Series 65

Fresno, CA

Morgan Stanley

Jason Ahronian is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2019, at Morgan Stanley Smith Barney LLC since 2009, and at Citigroup Global Markets from 1999 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs, including tailored financial planning for individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a Global Investment Committee.

General estate planning guidance
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Ron M

Series 63, Series 65

Fresno, CA

Morgan Stanley

Ron Monis is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

General estate planning guidance
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