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.

Ryan Furuya is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and three years of industry experience. His prior work includes operating a sole proprietorship and a six-year tenure at Alaka'i Mechanical Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and modeling techniques.

Angela Bailey is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63, 65, and 66 licenses and possessing 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2019. Prior to that, her career includes a role at the University of Georgia Botanical Gardens and time spent away from the workforce. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Phuong Doan is a financial advisor at Morgan Stanley in Honolulu, HI, holding a Series 66 designation. Doan joined Morgan Stanley in 2026 and previously worked in education for seven years at the University of Hawaii at Manoa, McKinley High School, and Washington Middle School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individuals and institutional clients. The firm focuses on structured financial planning using firm-approved tools and offers services including estate planning and corporate financial planning agreements.

Darlene Mikami is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and 65 licenses and 11 years of industry experience. Her prior experience includes roles at Raymond James Financial Services and First Hawaiian Bank. Outside of her advisory work, she is involved in real estate as a sole proprietor and manages estate administration responsibilities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm employs structured planning tools and a disciplined investment approach while providing services primarily in an advisory capacity.

Roxanne Dante is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, including time with Morgan Stanley Private Bank, N.A. Prior to that, she was at Wells Fargo Clearing and Prudential Equity Group. Outside of advisory activities, she manages a rental property in Papaikou, Hawaii. Morgan Stanley Wealth Management offers a wide array of advisory programs to both individual and institutional clients, focusing on tailored financial planning and a structured discovery process that utilizes firm-approved tools and modeling techniques.

Sar Kun Moy is a Series 66-licensed financial advisor with Morgan Stanley in Honolulu, Hawaii, with 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, Moy serves as a board member and presides over the Executive Board of the Chinese Chamber of Commerce of Hawaii from 2024 to 2025, representing the organization at social and cultural events. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning approach involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than direct security recommendations.

Janet Andres is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes roles at Citigroup Global Markets from 1993 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and the Global Investment Committee’s return estimates to support its advisory approach.

Darren Agena is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2016, following prior roles at LPL Financial and Bancwest Investment Services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, offering a broad range of investment and financial services.

Kara Warsh is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 66 credentials and with 17 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she is involved in consignment selling through a local retail business, Lucky Penny Hawaii. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Helen Curlow is a CFP®-credentialed financial advisor with 13 years of industry experience, currently practicing at Morgan Stanley in Honolulu, HI. Her prior experience includes roles at Edward Jones and Bank of Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages significant client assets and provides its services through a combination of direct and employer-sponsored plans.

Rena Tomlinson Yamanouchi is a financial advisor at Morgan Stanley with 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Outside of her advisory role, she teaches yoga and serves on the board of the Would Uchinanchu Business Group - Hawaii Chapter, a private foundation focused on civic and cultural activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment analysis to support its financial advice.

Travis Liu is a financial advisor at Morgan Stanley in Honolulu, HI, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2022, he held positions at various educational institutions and sports organizations. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.

Ryan Matsuura is a financial advisor at Morgan Stanley in Honolulu, HI, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley and its affiliates since 2013. Outside of his advisory role, he owns Kahikolu Productions LLC, a live audio services business. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Keoni Lee is a Series 66-registered financial advisor with Morgan Stanley in Honolulu, Hawaii, and has 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012 and currently works at Morgan Stanley Private Bank, N.A. Lee serves as a board member of the Hawaii Estate Planning Council. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers services through its Financial Advisors and Estate Planning Strategies Group.

Peter Ehrman is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 63 designation and over 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 such as Secular Return Estimates and Monte Carlo simulations to support its planning process.

Kimberli Lo is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Morgan Stanley and has previously worked at Bankoh Investment Services, Inc. Lo is based in Honolulu, HI. Outside of her advisory work, she is involved in managing rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and an array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with its Global Investment Committee’s market insights.

James Seto is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, National Association. His prior experience includes roles at Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Wang Kar Lee is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Lee has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he operates a sole proprietorship. Morgan Stanley Wealth Management provides a range of advisory programs 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 structured planning tools, including the use of Monte Carlo simulations and global return estimates.

Reid Takamoto is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively, and holds Series 63 and Series 65 designations. 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 processes and firm-approved tools.