David Wilkinson is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Wilkinson holds Series 63 and Series 65 licenses. 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 employs structured discovery and firm-approved tools to support client goals.

Robert Johnson is a financial advisor with Morgan Stanley in Henderson, NV, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Michael Sui is a CFP® with 41 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2021, following previous tenures at Bank of America and Merrill. He holds Series 63 and Series 65 licenses. 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. The firm manages approximately $2.74 trillion in client assets and offers planning services through its Financial Advisors and Estate Planning Strategies Group.

Shannon Chase is a financial advisor with Morgan Stanley in Henderson, NV, holding a Series 66 designation and bringing 12 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A. from 2015 to 2021 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on 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 both directly and through corporate financial planning agreements.