Nason Bouche is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Bank of America, N.A. and Merrill. 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 employs a structured planning process utilizing proprietary tools and provides a wide range of advisory programs without offering individual security recommendations as part of its standalone planning services.

Maddox Vanmeurs is a financial advisor at Morgan Stanley with a Series 66 designation and one year of experience at the firm. Prior to joining Morgan Stanley, Vanmeurs worked in various roles in education and fitness from 2009 to 2026. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Albert Morman is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at ESI and the U.S. Census Department in 2020. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured tools and investment modeling techniques, serving clients through both direct and corporate financial planning arrangements.

Shuping England is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, England worked at several firms including Akorbi and Cyracom International. Outside of financial advising, England is an author with publications on Amazon Kindle Direct Publishing and serves as a board member for the North America Customer Service Management Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and models.

David Lopez is an International Wealth Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2021 after over 20 years of experience leading a tax, consulting, and cross-border business practice at BeachFleischman PC, one of Arizona’s largest accounting firms, where he was a partner. At BeachFleischman, David established the firm’s international tax practice, growing it into one of its fastest expanding segments. Prior to that, he worked at Ernst & Young LLP. In his current role, David collaborates with a team of experienced financial advisors to deliver comprehensive financial guidance, with a focus on serving high net worth and ultra-high net worth families. His approach emphasizes coordination with clients’ other advisors, such as attorneys and accountants, to provide a family office–style service. While David is a Certified Public Accountant (CPA), he does not provide tax or legal advice in his wealth management role. His areas of expertise include education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, and individual and corporate investment strategy. David holds a Bachelor’s Degree from the University of Arizona and is a Personal Investment Advisor (PIA). He is bilingual in English and Spanish. He has been active in community leadership roles with organizations including Ronald McDonald House of Southern Arizona, Carondelet Foundation, Salpointe Foundation, Kino Border Initiative, Tucson Metro Chamber of Commerce, and Nexus Executives. His personal interests include basketball, biking, skiing, tennis, traveling, and spending time with his family.

Roger Curtis is a financial advisor at Morgan Stanley in Gilbert, Arizona, with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Curtis is the sole proprietor of RC Firm LLC, a retail and online store business, and is employed at Affinity Family Care, a healthcare provider. 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 supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Zhu is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 designations and has nine years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent time at The Vanguard Group, Inc. from 2017 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Peter Lakon is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has one year of industry experience, including prior roles at Uber Eats, DoorDash, and the United States Senate. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and investment committee insights.