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Angel N

Series 63, Series 66

Irvine, CA

Morgan Stanley

Angel Nguyen is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked at Morgan Stanley since 2012 and with Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs, including tailored financial planning that employs firm-approved tools and methodologies to model financial outcomes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and under corporate financial planning agreements.

General estate planning guidance
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Christina P

Series 66

Irvine, CA

Morgan Stanley

Christina Parushev is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 license and 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in elder care, providing in-home caregiving for her elderly mother through the Orange County IHSS Public Authority. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including 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 and modeling techniques to develop financial plans.

General estate planning guidance
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Peggy P

Series 63, Series 65

Irvine, CA

Morgan Stanley

Peggy Pinkerton is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch and Raymond James Financial Services. Pinkerton has been with Morgan Stanley since 2023. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including 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 and investment models as part of its advisory process.

General estate planning guidance
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Nicholas S

Series 63, Series 66

Irvine, CA

Morgan Stanley

Nicholas Shaw is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at State Street Bank & Trust, Triton Pacific Securities, and JPMorgan Chase Bank. 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 firm-approved tools.

General estate planning guidance
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George S

Series 63, Series 65

Irvine, CA

Morgan Stanley

George Strnad II is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and advisory services without individual security recommendations in standalone plans.

General estate planning guidance
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Jennifer Y

Series 66

Irvine, CA

Morgan Stanley

Jennifer Young is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2011. Outside of her advisory role, she is active as an affiliate influencer producing product reviews on platforms such as TikTok and Amazon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling.

General estate planning guidance
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Bethany H

Series 66

Irvine, CA

Morgan Stanley

Bethany Hsi is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked at Zov's Irvine Bistro and spent fifteen years in full-time education. She holds a Series 66 designation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery conversations and advanced modeling tools.

General estate planning guidance
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Leandro T

Series 63, Series 66

Irvine, CA

Morgan Stanley

Leandro Tsai is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2018 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides its services through both direct client relationships and Corporate Financial Planning agreements.

General estate planning guidance
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Bryan B

Series 63

Irvine, CA

Morgan Stanley

Bryan Banning is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including 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 utilizing firm-approved tools and models.

General estate planning guidance
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Viveka S

Series 66

Irvine, CA

Morgan Stanley

Viveka Sharma is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley since 2009 and previously at Citigroup Global Markets. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and committee-driven investment estimates in its process.

General estate planning guidance
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Sean F

Series 66

Irvine, CA

Morgan Stanley

Sean Feibleman is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2022. Prior to his finance career, Feibleman worked at the University of Oregon and Corona Del Mar High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

General estate planning guidance
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Spencer B

Series 66

Irvine, CA

Morgan Stanley

Spencer Brooksby is a financial advisor at Morgan Stanley in Irvine, CA, holding a Series 66 designation with five years of industry experience. His work history includes prior roles at BizIQ, the Arizona Diamondbacks, and the Arizona Cardinals Football Club. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering broad retail and institutional investment services.

General estate planning guidance
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Yijun Y

Series 63, Series 66

Irvine, CA

Morgan Stanley

Yijun Yao is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Morgan Stanley in 2019, Yao worked at JP Morgan Securities LLC and JPMorgan Chase Bank from 2017 to 2019, and at the Bank of China from 2016 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers both direct individual plans and corporate financial planning solutions.

General estate planning guidance
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Walter T

Series 63, Series 65

Irvine, CA

Morgan Stanley

Walter Tuer is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes nine years at Ameriprise Financial Services and ongoing roles at Morgan Stanley and Morgan Stanley Private Bank since 2017 and 2018, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Brian W

Series 66

Irvine, CA

Morgan Stanley

Brian Woo is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Garrett D

Series 66

Irvine, CA

Morgan Stanley

Garrett Dunlap is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and with two years of industry experience. Prior to his current role, he worked at Morgan Stanley Smith Barney LLC and has background experience in the brewing industry with Delahunt Brewing and Docent Brewing. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery and firm-approved tools, offering a range of investment and planning services across retail and institutional markets.

General estate planning guidance
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Michael A

Series 63, Series 65

Irvine, CA

Morgan Stanley

Michael Algarin is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, 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 its financial planning process.

General estate planning guidance
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John S

Series 63, Series 66

Irvine, CA

Morgan Stanley

John Symank is a financial advisor at Morgan Stanley in Irvine, CA, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Thrivent Financial, New York Life Insurance Company, and self-employment, as well as experience coaching speech and debate at Concordia University Irvine. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers planning through various corporate and individual channels.

General estate planning guidance
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Yilun L

Series 63, Series 65

Irvine, CA

Morgan Stanley

Yilun Liu is a financial advisor at Morgan Stanley with eight years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022, Liu worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2016 to 2022. Outside of financial advising, Liu is involved in property management as a sole proprietor of a rental property business in Irvine, California. Morgan Stanley Wealth Management serves individual and institutional clients with a variety 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 that incorporates advanced modeling tools but does not provide individualized security recommendations as part of standalone planning services.

General estate planning guidance
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Yuchun T

Series 63, Series 65

Irvine, CA

Morgan Stanley

Yuchun Tung is a financial advisor at Morgan Stanley in Irvine, CA, with one year of industry experience. Prior to joining Morgan Stanley, Tung worked at Cathay Bank and has a diverse background including roles in higher education and the design and retail sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services without providing individual security recommendations in standalone plans.

General estate planning guidance
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