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Daniel K

Series 63, Series 65

Honolulu, HI

Morgan Stanley

Daniel Kim is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Kim serves as a board member and president of the Rotary Club of Metropolitan Honolulu, engaging in community, cultural, and humanitarian activities. 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 advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Brent C

Series 66

Honolulu, HI

Morgan Stanley

Brent Curlow is a financial advisor with Morgan Stanley in Honolulu, Hawaii, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Raymond James Financial Services and First Hawaiian Advisors. He serves as a board member and president of the Financial Planning Association Hawaii and is also a board director for CFA Hawaii, where he coordinates sponsorships for social events. Morgan Stanley Wealth Management provides advisory programs to both individual 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 integrates sophisticated modeling techniques in its planning services.

General estate planning guidance
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Rob S

Series 66

Honolulu, HI

Morgan Stanley

Rob Suenishi is a financial advisor at Morgan Stanley with seven years of industry experience. He has held his current role since 2017, following two years at Guaranteed Rate. Suenishi holds the Series 66 designation and is based in Honolulu, Hawaii. Morgan Stanley Wealth Management provides 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 delivers a range of investment and financial planning services.

General estate planning guidance
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Brittany A

Series 66

Honolulu, HI

Morgan Stanley

Brittany Adaniya is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and 12 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017, following three years at Central Pacific Bank - LPL Financial LLC. Outside of her advisory role, she serves on the Supervisory Committee of Pearl Hawaii Federal Credit Union and is a board member of the Rotary Club of West Honolulu. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering 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 a broad range of investment programs and planning strategies.

General estate planning guidance
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Brandon P

Series 66

Honolulu, HI

Morgan Stanley

Brandon Park is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2022 before joining Morgan Stanley in 2022. Outside of his advisory role, he serves as president of Exit Planning Exchange, a networking organization based in Winchester, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates firm-approved planning tools and economic modeling in its financial planning process.

General estate planning guidance
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Shelley T

Series 63, Series 65

Honolulu, HI

Morgan Stanley

Shelley Toy is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. for the past 10 years. Morgan Stanley Wealth Management offers a wide 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 that include both financial planning and investment advisory.

General estate planning guidance
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Brandon Y

CFP®, Series 66

Honolulu, HI

Morgan Stanley

Brandon Yamamoto is a Certified Financial Planner (CFP®) with 18 years of experience, currently serving at Morgan Stanley in Honolulu, HI. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he coaches for Mid Pacific Baseball. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Derek W

Series 63, Series 65

Honolulu, HI

Morgan Stanley

Derek Wickes is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling as part of its financial planning process.

General estate planning guidance
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Miles M

Series 66

Honolulu, HI

Morgan Stanley

Miles Mash is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 license and seven years of industry experience. He has worked at several firms including Merrill and Stifel, Voorhees Wealth Management Group, and has experience outside finance with roles at Dicks Sporting Goods and K. Hall Design. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Karina K

Series 66

Honolulu, HI

Morgan Stanley

Karina Kranz is a financial advisor at Morgan Stanley in Honolulu, HI, holding a Series 66 designation. She has experience with Morgan Stanley and Mission Financial Group LLC, and has also been involved with the Business Executive Society of Tomorrow and educational roles at the University of Hawaii Manoa Shilder College of Business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, with a structured financial planning process supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Wane K

Series 63, Series 66

Honolulu, HI

Morgan Stanley

Wane Kunihisa is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, currently serving at Morgan Stanley Private Bank, National Association. Kunihisa also acts as a trustee and co-trustee for a trust based in Kaneohe, Hawaii. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and models to support client outcomes. The firm manages approximately $2.74 trillion in client assets and offers various retail and institutional investment solutions.

General estate planning guidance
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Donn A

Series 66

Honolulu, HI

Morgan Stanley

Donn Ariyoshi is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and 27 years of industry experience. He has been with various Morgan Stanley entities since 2000, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ariyoshi serves as an advisory council member for the John A. Burns School of Medicine. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by its Financial Advisors and specialty groups to deliver a range of investment and financial solutions.

General estate planning guidance
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Refonne B

Series 63, Series 65

Honolulu, HI

Morgan Stanley

Refonne Bernath is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs. The firm utilizes structured financial planning tools and offers access to extensive investment resources, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Alexander F

Series 66

Honolulu, HI

Morgan Stanley

Alexander Fowler is a Series 66-licensed financial advisor with Morgan Stanley in Honolulu, Hawaii, and has 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Outside of his advisory role, Fowler is involved in several entrepreneurial ventures in art, culture, automotive, virtual assistant services, and entertainment. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory and financial planning programs supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through a broad platform that includes retail and institutional offerings.

General estate planning guidance
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Troy T

Series 66

Honolulu, HI

Morgan Stanley

Troy Torigoe is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and bringing 24 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by analytical tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Jodi L

Series 63, Series 65

Honolulu, HI

Morgan Stanley

Jodi Lam is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley entities since 2009 and currently serves as Committee Chair for the Hawaii Society of CPAs, in addition to holding board positions with the United States Tennis Association Hawaii Pacific Section and the Hawaii Society of Certified Public Accountants. Morgan Stanley Wealth Management offers a broad range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets, with an investment approach that incorporates firm-approved planning tools and market scenario modeling.

General estate planning guidance
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Jeffrey V

Series 63, Series 66

Honolulu, HI

Morgan Stanley

Jeffrey Valoria is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing and Raymond James Financial Services. Outside of his advisory work, he is involved in administrative duties at NJCM Enterprises. Morgan Stanley Wealth Management provides advisory and broker-dealer services to 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 firm-approved tools and emphasizes advisory services without providing individual security recommendations as part of standalone financial plans.

General estate planning guidance
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Aaron T

Series 66

Honolulu, HI

Morgan Stanley

Aaron Tom is a Series 66-licensed financial advisor with Morgan Stanley in Honolulu, HI, holding approximately two years of industry experience. He has worked at Morgan Stanley since 2023, with prior full-time education experience spanning 16 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone planning.

General estate planning guidance
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Dustin Z

Series 66

Honolulu, HI

Morgan Stanley

Dustin Zimmerman is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked across various Morgan Stanley entities since 2012. Outside of his advisory role, he has interests in rental property ownership in Ohio. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Jon T

Series 63, Series 65

Honolulu, HI

Morgan Stanley

Jon Tsukamoto is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Tsukamoto serves on the boards of the Honolulu Japanese Chamber of Commerce and the Waialae Country Club. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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