Jennifer Collins is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 delivers services through both individual and corporate agreements.

Claes Molander is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 26 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 is an SEC-registered investment adviser and broker-dealer serving individuals 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 financial planning process utilizing firm-approved tools and modeling techniques.

Meng Tsai is a financial advisor with Morgan Stanley Wealth Management in Irvine, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at several firms, including JP Morgan Securities and East West Bank, before joining Morgan Stanley in 2019. 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 structured discovery conversations and firm-approved tools to support client goals.

David Lowry is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He is based in Irvine, CA. 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 models developed by its Global Investment Committee as part of its financial planning process.

Gene Gloriani is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Daniel Young is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. He also serves as a board member of the Academy of Certified Portfolio Managers. 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 proprietary tools and market projections, managing approximately $2.74 trillion in client assets.

Peter Irvin is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its related entities since 2009. He is based in Irvine, CA. 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 uses structured discovery processes and advanced modeling tools in its planning approach.

Daniel Acevedo is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2021. Previously, he worked at GFR Homes and attended the University of San Diego. Morgan Stanley Wealth Management serves 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 structured planning tools and models in its financial planning process.

Robert Shaw III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 financial planning services supported by structured discovery processes and firm-approved tools.

Amanda Kolbach is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. She has worked at Morgan Stanley since 2019, including roles at Morgan Stanley Private Bank, and previously spent over a decade at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to develop tailored plans.

Dick Joe is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 55 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

David Lung is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Raymond James & Associates and various Wells Fargo entities. Outside of his advisory work, he is involved in property management partnerships in multiple locations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured tools and firm-approved processes.

Shawn Sessions is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 license and 19 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he owns a non-investment-related business, TBD, LLC. 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 supported by firm-approved tools and analyses.

Jonathan Varenchik is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at JPMorgan Securities LLC from 2013 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Ociel Cecilio is a financial advisor at Morgan Stanley based in Irvine, CA, with nine years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Bank, NA prior to joining Morgan Stanley in 2024. Cecilio holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and market modeling techniques.

Becky Yao is a financial advisor with Morgan Stanley and holds a Series 66 designation. She has 17 years of industry experience, having previously worked at Raymond James & Associates 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 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 firm-approved tools and analysis.

Michael Carlson is a Series 66-registered financial advisor with Morgan Stanley in Irvine, CA, where he has worked since 2009. He has 18 years of industry experience and has spent over a decade with Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Ryan Banning is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to his advisory career, he worked at Boston College for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques such as Monte Carlo simulations.

Leandro Gonzalez Souto is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank and Charles Schwab. He also maintains a role with GS&B LLC. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing financial planning services through a structured process that includes firm-approved tools and outcome modeling, while serving clients in an advisory capacity without acting as an ERISA fiduciary unless specifically engaged.

Derrick Gin is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked at J.P. Morgan Chase Bank, N.A. for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a 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 proprietary market models in its financial planning process.