Steven Daniels is a financial advisor with Morgan Stanley in Healdsburg, CA, holding a Series 63 designation and over 40 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and worked with Morgan Stanley Smith Barney since 2009, following prior tenure at Citigroup Global Markets starting in 1983. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools, with approximately $2.74 trillion in client assets under management.

Douglas Quintero is a Series 66-registered financial advisor with Morgan Stanley, based in Healdsburg, CA, and has 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Bank of America, as well as Merrill, spanning over a decade. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.