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Brett W
Series 63, Series 66
Honolulu, HI
Morgan Stanley
Brett Wiggins is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the board of Holiday Development Inc., a real estate company based in Joseph, Oregon. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools to develop tailored plans.
Darryl J
Series 63, Series 65
Honolulu, HI
Morgan Stanley
Darryl Jung is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. 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 and tailored financial planning, managing approximately $2.74 trillion in client assets.
Casey K
Series 66
Honolulu, HI
Morgan Stanley
Casey Kono is a financial advisor at Morgan Stanley based in Honolulu, HI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Kono worked at AT&T and Verizon and had a two-year tenure at the University of Hawaii West Oahu. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.
Katrina M
Series 66
Honolulu, HI
Morgan Stanley
Katrina Masada is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 16 years of industry experience. She previously worked at Edward Jones for 16 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.
Cynthia L
CFP®, Series 63, Series 66
Honolulu, HI
Morgan Stanley
Cynthia Lee is a CFP®-certified financial advisor with Morgan Stanley, based in Honolulu, HI, bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of advisory work, she serves as a trustee for several family trusts. Morgan Stanley Wealth Management offers a broad range of advisory and financial planning services to both individual and institutional clients, utilizing structured planning tools and a disciplined investment approach.
Lina A
Series 66
Honolulu, HI
Morgan Stanley
Lina Aiwohi is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and UBS Financial Services. 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 utilizes firm-approved tools and models, and manages approximately $2.74 trillion in client assets.
Grant K
Series 63, Series 65
Honolulu, HI
Morgan Stanley
Grant Kubota is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory role, Kubota serves on the Finance Committee of Waialae Country Club in Honolulu. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools to support client goals without providing individual security recommendations as part of standalone planning.
Geal T
CFP®, ChFC®, Series 63, Series 65
Honolulu, HI
Morgan Stanley
Geal Talbert is a financial advisor with Morgan Stanley in Honolulu, HI, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. Prior to joining Morgan Stanley, he worked at UBS Financial Services and LPL Financial. He serves on the board of Ikaika Hawaii, a sports organization, and Ohana Housing USA, a charitable entity. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning and investment services supported by firm-approved planning tools and strategies developed by its Global Investment Committee.
Lindsay M
Series 66
Honolulu, HI
Morgan Stanley
Lindsay Mist is a Series 66-credentialed financial advisor at Morgan Stanley with 16 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2008 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves on the Investment Committee board of Goodwill Hawaii. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in delivering its services.
James B
Series 63, Series 65
Honolulu, HI
Morgan Stanley
James Bennett is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Bennett is a sole trustee and beneficiary of an irrevocable trust managing inherited real estate assets. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning approach includes firm-approved tools and modeling techniques, with clients responsible for plan implementation and updates.
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