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Alan T

Series 63, Series 65

Honolulu, HI

Morgan Stanley

Alan Tom is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. He is based in Honolulu, Hawaii. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include coordinated financial planning and access to diverse investment offerings.

General estate planning guidance
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Richardson T

Series 63, Series 65

Honolulu, HI

Morgan Stanley

Richardson Talavera is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at First Hawaiian Bank and KPMG. Outside of his advisory role, he is involved with All Island Case Management Corporation, which focuses on elder care and healthcare in Honolulu. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm-approved tools and investment research.

General estate planning guidance
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Matthew B

Series 66

Honolulu, HI

Morgan Stanley

Matthew Blakeley is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and six years of industry experience. His prior roles include four years at Bank of Hawaii before joining Morgan Stanley and its affiliated entities in 2019. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that combine broad retail and institutional offerings with specialized investment and planning resources.

General estate planning guidance
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Miki O

Series 63, Series 65

Honolulu, HI

Morgan Stanley

Miki Ohashi is a financial advisor at Morgan Stanley with 24 years of industry experience. She has held roles at Morgan Stanley Smith Barney LLC since 2013 and at Morgan Stanley Private Bank, N.A. in two separate periods between 2015 and the present. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models outcomes using techniques such as Monte Carlo simulations, offering a broad range of retail and institutional investment solutions.

General estate planning guidance
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Leslie H

Series 63, Series 65

Honolulu, HI

Morgan Stanley

Leslie Hidaka is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory and financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides tailored financial plans primarily in an advisory capacity.

General estate planning guidance
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Jason S

Series 66

Honolulu, HI

Morgan Stanley

Jason Shimoda is a financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively, and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of 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 structured planning tools, including Monte Carlo simulations, to support client financial plans.

General estate planning guidance
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Audrey Y

Series 66

Honolulu, HI

Morgan Stanley

Audrey Yukimura Silva is a Series 66-licensed financial advisor with Morgan Stanley in Honolulu, HI, beginning in 2024. Prior to joining Morgan Stanley, she has been involved in various photography and hospitality roles, including owning Audrey May Photography LLC and working with Karma Hill Photography Maui Wedding Group Inc. She continues to operate her photography business alongside her advisory work. Morgan Stanley Wealth Management serves individual and institutional clients with comprehensive financial planning and investment advisory services, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by firm-approved tools and a broad range of investment programs.

General estate planning guidance
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Mika G

Series 66

Honolulu, HI

Morgan Stanley

Mika Geringer is a financial advisor at Morgan Stanley with a Series 66 license and six years of industry experience. She has worked at Morgan Stanley in various capacities since 2016 and has prior experience with Fendi and Planet Blue. 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 supported by structured discovery processes and proprietary planning tools.

General estate planning guidance
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Kelly S

CFP®, ChFC®, Series 66

Honolulu, HI

Morgan Stanley

Kelly Shota is a CFP® and ChFC® professional with 25 years of experience in the financial services industry. She currently works at Morgan Stanley in Honolulu, HI, having previously spent 11 years at Edward Jones. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner
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Alice K

CFP®, Series 66

Honolulu, HI

Morgan Stanley

Alice Kang is a CFP® professional with eight years of industry experience, currently affiliated with Morgan Stanley in Honolulu, HI. Her prior work includes five years with Edward Jones and six years at Bank of Hawaii. Outside of financial advising, she has been involved in yoga instruction at Power Yoga Hawaii since 2015. 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 supported by firm-approved tools and models.

General estate planning guidance
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Austin D

Series 66, Series 63

Honolulu, HI

Morgan Stanley

Austin Dante is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions with the County of Hawaii Parks and Recreation and Kamaaina Comfort Foods of Hawaii. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Wyatt U

Series 65, Series 63

Honolulu, HI

Morgan Stanley

Wyatt Updegraff is a financial advisor at Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Modern Wealth Management and Charles Schwab & Co., Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

General estate planning guidance
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Manuela R

Series 63, Series 66

Honolulu, HI

Morgan Stanley

Manuela Reece is a financial advisor at Morgan Stanley in Honolulu, HI, with four years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at BTIG LLC and Northwestern Mutual Investment Services LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. 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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Daniel D

CFA®, Series 63, Series 66

Honolulu, HI

Morgan Stanley

Daniel Desouza is a CFA charterholder and holds Series 63 and 66 licenses, with eight years of industry experience. He is currently a financial advisor at Morgan Stanley in Honolulu, Hawaii, where he has worked since 2021. Prior to joining Morgan Stanley, he held positions at Cetera, American Savings Bank, and Medina Singh Partners. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment models to support its financial planning process.

General estate planning guidance
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Jensen K

Series 66

Honolulu, HI

Morgan Stanley

Jensen Kono is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves on the Finance Committee and Stewardship Team at GracePoint Church in Mililani, Hawaii. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering 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 supported by advanced modeling tools.

General estate planning guidance
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Mark W

Series 66

Honolulu, HI

Morgan Stanley

Mark Watanabe is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Watanabe has interests in managing rental property outside his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of 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 utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

General estate planning guidance
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David C

Series 66

Honolulu, HI

Morgan Stanley

David Ching is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2011. He is based in Honolulu, HI. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm uses a structured planning process with firm-approved tools and offers broad retail and institutional investment services.

General estate planning guidance
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Michael L

Series 63, Series 65

Honolulu, HI

Morgan Stanley

Michael Laconsay is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves as a board member of the Lions Club of Honolulu, a nonprofit organization. Morgan Stanley Wealth Management offers a wide array of advisory programs for both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its financial planning process.

General estate planning guidance
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Gary K

Series 63, Series 66

Honolulu, HI

Morgan Stanley

Gary Komoto is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Rae Ann P

Series 66

Honolulu, HI

Morgan Stanley

Rae Ann Paff is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

General estate planning guidance
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